Civic Intelligence

Pepper Tree Elementary School PTA

990EZ • Fiscal year 2024 • EIN 33-0413984

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

Organization ProfileN/A
1045 W 18th StUpland, CA 91784

(909) 327-6077

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

99th percentile

1267%

Faster asset growth than 99% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

34%

Faster revenue growth than 77% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$75,807

Up $70,260 (+1267%) from 2023

Net Assets

Up

$75,807

Up $70,260 (+1267%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$74,076

Up $18,702 (+34%) from 2023

Expenses

Up

$52,053

Up $2,226 (+4.5%) from 2023

Net Income

Up

$22,023

Up $16,476 (+297%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2021: $34,567Net Assets 2021: $34,5672021Assets 2022: $40,113Net Assets 2022: $40,1132022Assets 2023: $5,547Net Assets 2023: $5,5472023Assets 2024: $75,807Net Assets 2024: $75,8072024Assets 2025: $65,623Net Assets 2025: $65,6232025

Highlighted filing

2024

Assets$75,807
Liabilities-
Net Assets$75,807
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2021: $21,580Expenses 2021: $37,125Net Income 2021: -$15,5452021Revenue 2022: $54,855Expenses 2022: $49,309Net Income 2022: $5,5462022Revenue 2023: $55,374Expenses 2023: $49,827Net Income 2023: $5,5472023Revenue 2024: $74,076Expenses 2024: $52,053Net Income 2024: $22,0232024Revenue 2025: $55,565Expenses 2025: $65,749Net Income 2025: -$10,1842025

Highlighted filing

2024

Revenue$74,076
Expenses$52,053
Net Income$22,023
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$74,419
Mission and Program Overview

Mission

To supplement the scholastic programs and worthwhile activities of the school.

Additional school activities

Program Services

DescriptionGrantsExpenses
ADDITIONAL SCHOOL ACTIVITIES--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANA TEODOROPresidentPT$0--
Kay WongVice President-$0--
Crystal HornTreasurerPT$0--
Holly CableSecretary-$0--
Gina WilliamsVP Memberships-$0--
Lisa MartensVP Fundraising-$0--
Allison PinedaCommunications-$0--
Lisa AndersonHistorian-$0--
Michelle OHaraFinancial Secretary-$0--
Robin AllenParliamentarianPT$0--
Adair WilliamsAuditor-$0--
Filing and Contact Details

Filer

Filer Name
Pepper Tree Pta
EIN
33-0413984
Phone
9093276077
Address
1045 W 18TH ST, UPLAND, CA 91784

Signing Officer

Name
Alisha Hyslop
Title
Treasure
Phone
9093276077
Signed
2024-11-12
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 102C, KANSAS CITY, MO 64105
Preparer
Shirley Lazarte
Phone
8004725625
Supplemental Narrative

Additional Explanations

Ln16

“Anti bully program $1198”

Ln16

“Book Fair $4899”

Ln16

“EXPENSES $918”

Ln16

“Family Appreciation Day $1027”

Ln16

“Kinder Field Trip $949”

Ln16

“Membership Council Due 968”

Ln16

“1st 2ND 3RD Grade Level Field Trips 3925”

Ln16

“BANKING EXPENSE $120”

Ln16

“Brain Pop and Scholastic/online programs $3871”

Ln16

“Charitable Trust Renewal $50”

Ln16

“Family Reading Night $2615”

Ln16

“Grade Level Folders $1015”

Ln16

“HSA Dinner/Awards $448”

Ln16

“Insurance $283”

Ln16

“K - 6 Assemblies (art etc...) $1625”

Ln16

“Mileage Club $379”

Ln16

“Mini Events $500”

Ln16

“Past President's Pin $45”

Ln16

“PTA Training Expenses $473”

Ln16

“DIVERSITY $91”

Ln16

“Red Ribbon Week $500”

Ln16

“Spring Family Night $3269”

Ln16

“STEAM Club $1849”

Ln16

“Teacher Appreciation $356”

Ln16

“Trunk or Treat-Fall Family night $2663”

Ln16

“Walk Throughs 4th, 5th, 6th Grades $1753”

Ln16

“Miscellaneous expenses $12,206”

Raw XML Appendix185 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kay Wong
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Holly Cable
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gina Williams
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Lisa Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Michelle OHara
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Robin Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Adair Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Financial Secretary
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/TotalExpensesAmt052053
IRS990EZ/TotalRevenueAmt074076
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IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Anti bully program $1198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Book Fair $4899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES $918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Family Appreciation Day $1027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Kinder Field Trip $949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Council Due 968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt61st 2ND 3RD Grade Level Field Trips 3925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANKING EXPENSE $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Brain Pop and Scholastic/online programs $3871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Charitable Trust Renewal $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Family Reading Night $2615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Grade Level Folders $1015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12HSA Dinner/Awards $448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Insurance $283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14K - 6 Assemblies (art etc...) $1625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Mileage Club $379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Mini Events $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Past President's Pin $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18PTA Training Expenses $473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19DIVERSITY $91
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Red Ribbon Week $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Spring Family Night $3269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22STEAM Club $1849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Teacher Appreciation $356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Trunk or Treat-Fall Family night $2663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Walk Throughs 4th, 5th, 6th Grades $1753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26MISCELLANEOUS EXPENSES $12,206
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LN16
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISHA HYSLOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURE
ReturnHeader/BusinessOfficerGrp/PhoneNum09093276077
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEPPER TREE PTA
ReturnHeader/Filer/BusinessNameControlTxt0PEPP
ReturnHeader/Filer/EIN0330413984
ReturnHeader/Filer/PhoneNum09093276077
ReturnHeader/Filer/USAddress/AddressLine1Txt01045 W 18TH ST
ReturnHeader/Filer/USAddress/CityNm0UPLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091784
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 102C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shirley Lazarte
ReturnHeader/ReturnTs02024-11-15T20:18:53Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,807
Liabilities
-
Net assets
$75,807
Revenue
$74,076
Expenses
$52,053
Net income
$22,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$65.6$65.6$55.6$65.7$10.2
2024Detailed filing. Detailed filing data is available for this year.$75.8$75.8$74.1$52.1$22.0
2023Detailed filing. Detailed filing data is available for this year.$5.55$5.55$55.4$49.8$5.55
2022Detailed filing. Detailed filing data is available for this year.$40.1$40.1$54.9$49.3$5.55
2021Detailed filing. Detailed filing data is available for this year.$34.6$34.6$21.6$37.1$15.5