Civic Intelligence

Adobe Bluffs Elementary PTA

EIN 33-0511311 • 501(c)3 • San Diego, CA

Profile

The mission of our parent teacher association is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership, and communication.

9257 Samantha CTSan Diego, CA 92129

adobebluffspta.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

4th percentile

-446%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$21,135

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$21,135

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

$996

No earlier filing loaded for comparison.

Expenses

$5,435

No earlier filing loaded for comparison.

Net Income

-$4,439

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2025: $21,135Net Assets 2025: $21,1352025

Highlighted filing

2025

Assets$21,135
Liabilities-
Net Assets$21,135
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2025: $996Expenses 2025: $5,435Net Income 2025: -$4,4392025

Highlighted filing

2025

Revenue$996
Expenses$5,435
Net Income-$4,439
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,135
Liabilities
-
Net assets
$21,135
Revenue
$996
Expenses
$5,435
Net income
-$4,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.1$21.1$1.00$5.44$4.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$54,694
Mission and Program Overview

Mission

The mission of our parent teacher association is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership, and communication.

Program Services

DescriptionGrantsExpenses
ALL OTHER 19 DIFFERENT PTA PROGRAMSENTIRE STUDENT BODY AND ASSOCIATED TEACHERS AND PARENTS$0$33,344
BOOK FAIR PROGRAMENTIRE STUDENT BODY AND ASSOCIATED TEACHERS AND PARENTS$0$12,061
GARDEN PROGRAMSENTIRE STUDENT BODY AND ASSOCIATED TEACHERS AND PARENTS$0$8,293
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
FELICITY NIEPresidentPT$0--
STACY ZHANGVP Membership-$0--
QIAN LUOVP ProgramsPT$0--
ANNY CHEN SHARON WUVP Volunteers-$0--
WEN HUNGSecretary-$0--
BERNARD BLOEMTreasurer-$0--
MERRY KANGHistorian-$0--
ALEX CHOUSMITHWebmaster-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$11,918$11,918$12,061$-143
Gardening Club$9,200$9,200$8,293$907
Total Events$42,703$42,703$53,698$-10,995
Filing and Contact Details

Filer

Filer Name
Adobe Bluffs Elementary Pta
EIN
33-0511311
Phone
6175955114
Address
9257 SAMANTHA CT, SAN DIEGO, CA 92129

Signing Officer

Name
Bernard Bloem
Title
Treasurer
Phone
6175955114
Signed
2025-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Global Wealth Consulting LLC
Address
9606 TIERRA GRANDE ST 105, SAN DIEGO, CA 92126
Preparer
Daniel Lu
Phone
8586333381
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“MEMBERSHIP RECEIPTS 18.”

Form 990EZ, Part I, Line 16

“PERMIT AND FEES 25.”

Form 990EZ, Part I, Line 16

“BANK SERVICE CHARGE 14.”

Form 990EZ, Part I, Line 16

“INSURANCE EXPENSE 288.”

Form 990EZ, Part I, Line 16

“Dues and subscriptions 279.”

Form 990EZ, Part I, Line 16

“PRINTING EXPENSE 1019.”

Form 990EZ, Part I, Line 16

“SUPPLIES EXPENSE 438.”

Form 990EZ, Part I, Line 16

“Computer and internet service 446.”

Form 990EZ, Part I, Line 16

“Administration costs 2908.”

Raw XML Appendix205 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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05435
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP RECEIPTS 18.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERMIT AND FEES 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK SERVICE CHARGE 14.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE EXPENSE 288.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRINTING EXPENSE 1019.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES EXPENSE 438.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMPUTER AND INTERNET SERVICE 446.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADOBE BLUFFS ELEMENTARY PTA
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ReturnHeader/Filer/EIN0330511311
ReturnHeader/Filer/PhoneNum06175955114
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814631058
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLOBAL WEALTH CONSULTING LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
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ReturnHeader/PreparerPersonGrp/PhoneNum08586333381
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL LU
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-31T12:28:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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