Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 33-0590230

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 22, 2019

Organization Profilewww.universityparkpta.com
4572 Sandburg WayIrvine, CA 92612

(949) 936-6300

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

30th percentile

-4.9%

Higher net margin than 30% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$23,168

Down $3,459 (-13%) from 2017

Net Assets

Down

$23,168

Down $3,459 (-13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin30th percentile

Revenue

Up

$70,133

Up $16,711 (+31%) from 2017

Expenses

Up

$73,592

Up $7,880 (+12%) from 2017

Net Income

Up

-$3,459

Up $8,831 (+72%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$60K$40K$20K$0Assets 2017: $26,627Liabilities 2017: $0Net Assets 2017: $26,6272017Assets 2018: $23,168Liabilities 2018: $0Net Assets 2018: $23,1682018Assets 2019: $43,895Liabilities 2019: $0Net Assets 2019: $43,8952019Assets 2020: $43,737Liabilities 2020: $20Net Assets 2020: $43,7172020Assets 2025: $28,388Net Assets 2025: $28,3882025

Highlighted filing

2018

Assets$23,168
Liabilities$0
Net Assets$23,168
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

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

$100K$50K$0-$50KRevenue 2017: $53,422Expenses 2017: $65,712Net Income 2017: -$12,2902017Revenue 2018: $70,133Expenses 2018: $73,592Net Income 2018: -$3,4592018Revenue 2019: $68,619Expenses 2019: $47,892Net Income 2019: $20,7272019Revenue 2020: $55,988Expenses 2020: $56,166Net Income 2020: -$1782020Revenue 2025: $56,138Expenses 2025: $53,704Net Income 2025: $2,4342025

Highlighted filing

2018

Revenue$70,133
Expenses$73,592
Net Income-$3,459
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 22, 2019
Return Version
2017v2.3
Gross Receipts
$75,781
Mission and Program Overview

Mission

To enhance children's educational experience.

Program Services

DescriptionGrantsExpenses
To provide various educational programs for students and their families$0$37,219
To provide various educational supplies for students.$0$16,234
To provide classroom support$0$5,745
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara BrownPresidentPT$0--
Brenda AllenVP MembershipPT$0--
Patricia PiersonMembership Co-ChairPT$0--
Simone CarmichaelTreasurerPT$0--
Annalisa LarsonSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$41,797$35,558$5,012$30,546
Total Events$41,797$35,558$5,653$29,905
Filing and Contact Details

Filer

Filer Name
University Park PTA
EIN
33-0590230
Phone
9499366300
Address
4572 Sandburg Way, Irvine, CA 92612

Signing Officer

Name
Simone Ferrara
Title
Treasurer
Phone
9499366300
Signed
2019-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Poole Foster & Dul an Accountancy Corp
Address
12241 Newport Ave Ste 100, North Tustin, CA 92705
Preparer
Cynthia M Foster
Phone
7145581921
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: Rebates. Amount: 6,324.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Computers. Grantee Name: University Park Elementary School. Grantee Address: 4572 Sandburg Way Irvine, CA 92612. Grantee Relationship: School. Property Description: Computers. Date of Gift: 11/20/17. Amount Given: 3,544.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Computers. Grantee Name: University Park Elementary School. Grantee Address: 4572 Sandburg Way Irvine, CA 92612. Grantee Relationship: School. Property Description: Computers. Date of Gift: 01/29/18. Amount Given: 3,544.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Educational . Grantee Name: University Park Elementary School. Grantee Address: 4572 Sandburg Way Irvine, CA 92612. Grantee Relationship: School. Property Description: Cash. Date of Gift: 12/19/17. Amount Given: 8,473.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Educational. Grantee Name: University Park Elementary School. Grantee Address: 4572 Sandburg Way Irvine, CA 92612. Grantee Relationship: School. Property Description: Cash. Date of Gift: 12/20/17. Amount Given: 673. Total included on Form 990-EZ, line 10: 16,234.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Assemblies. Amount: 9,985. Description: Book Fair. Amount: 7,732. Description: Micellaneous. Amount: 687. Description: Family events. Amount: 10,943. Description: Health and fitness programs. Amount: 8,942. Description: Hospitality. Amount: 1,617. Description: Insurance. Amount: 228. Description: Library books. Amount: 340. Description: Educational enrichment. Amount: 2,980. Description: Supplies. Amount: 175. Description: Website. Amount: 108. Description: Taxes and fees. Amount: 35. Description: Teacher appreciaiton. Amount: 1,425. Description: Classroom supplies. Amount: 9,567. Description: Bank fees. Amount: 5. Total to Form 990-EZ, line 16: 54,769.”

Raw XML Appendix196 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt01403
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum09499366300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04572 Sandburg Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Irvine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092612
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026627
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023168
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt015760
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3459
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026627
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023168
IRS990EZ/FundraisingGrossIncomeAmt035558
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016234
IRS990EZ/GrossReceiptsAmt075781
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt06480
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026627
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023168
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026627
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023168
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sara Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brenda Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Patricia Pierson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Simone Carmichael
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Annalisa Larson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Membership Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt054769
IRS990EZ/OtherRevenueTotalAmt06324
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To enhance children's educational experience.
IRS990EZ/PrintingPublicationsPostageAmt0686
IRS990EZ/ProgramServiceRevenueAmt011659
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide classroom support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To provide various educational programs for students and their families
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2To provide various educational supplies for students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05745
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt137219
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216234
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt05648
IRS990EZ/SpecialEventsNetIncomeLossAmt029910
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt073592
IRS990EZ/TotalProgramServiceExpensesAmt059198
IRS990EZ/TotalRevenueAmt070133
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.universityparkpta.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047217
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt076701
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt06324
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0355
IRS990ScheduleA/OtherIncome509Grp/TotalAmt06679
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95330
IRS990ScheduleA/PublicSupportPY509Pct00.99470
IRS990ScheduleA/PublicSupportTotal509Amt0136285
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066828
IRS990ScheduleA/Total509Grp/TotalAmt0136285
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067183
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0142964
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt06239
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt06239
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05653
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035558
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029905
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0441
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0441
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05012
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Rebates. Amount: 6,324.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Computers. Grantee Name: University Park Elementary School. Grantee Address: 4572 Sandburg Way Irvine, CA 92612. Grantee Relationship: School. Property Description: Computers. Date of Gift: 11/20/17. Amount Given: 3,544.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Computers. Grantee Name: University Park Elementary School. Grantee Address: 4572 Sandburg Way Irvine, CA 92612. Grantee Relationship: School. Property Description: Computers. Date of Gift: 01/29/18. Amount Given: 3,544.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Educational . Grantee Name: University Park Elementary School. Grantee Address: 4572 Sandburg Way Irvine, CA 92612. Grantee Relationship: School. Property Description: Cash. Date of Gift: 12/19/17. Amount Given: 8,473.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: Educational. Grantee Name: University Park Elementary School. Grantee Address: 4572 Sandburg Way Irvine, CA 92612. Grantee Relationship: School. Property Description: Cash. Date of Gift: 12/20/17. Amount Given: 673. Total included on Form 990-EZ, line 10: 16,234.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Assemblies. Amount: 9,985. Description: Book Fair. Amount: 7,732. Description: Micellaneous. Amount: 687. Description: Family events. Amount: 10,943. Description: Health and fitness programs. Amount: 8,942. Description: Hospitality. Amount: 1,617. Description: Insurance. Amount: 228. Description: Library books. Amount: 340. Description: Educational enrichment. Amount: 2,980. Description: Supplies. Amount: 175. Description: Website. Amount: 108. Description: Taxes and fees. Amount: 35. Description: Teacher appreciaiton. Amount: 1,425. Description: Classroom supplies. Amount: 9,567. Description: Bank fees. Amount: 5. Total to Form 990-EZ, line 16: 54,769.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16 - Other Expenses
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Simone Ferrara
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09499366300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0University Park PTA
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0330590230
ReturnHeader/Filer/PhoneNum09499366300
ReturnHeader/Filer/USAddress/AddressLine1Txt04572 Sandburg Way
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092612
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB6A7BDB72AA1DEC51B6F7F648193570FE674F3C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09CC93D2C01132FB515BF0E87F68AAC6350444B58
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.112.83.153
ReturnHeader/FilingSecurityInformation/IPDt02019-01-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:36:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952793752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Poole Foster & Dul an Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012241 Newport Ave Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0North Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092705
ReturnHeader/PreparerPersonGrp/PhoneNum07145581921
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia M Foster
ReturnHeader/ReturnTs02019-01-29T19:13:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,168
Liabilities
$0
Net assets
$23,168
Revenue
$70,133
Expenses
$73,592
Net income
-$3,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.4$28.4$56.1$53.7$2.43
2020Detailed filing. Detailed filing data is available for this year.$43.7$0.02$43.7$56.0$56.2$0.18
2019Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$68.6$47.9$20.7
2018Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$70.1$73.6$3.46
2017Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$53.4$65.7$12.3