Civic Intelligence

Professional Tree Care Association

990EZ • Fiscal year 2023 • EIN 38-4139752

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 01, 2023

Organization ProfileN/A

Refreshing map…

27537 Commerce Center DriveTemecula, CA 92590

(858) 967-2060

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

40th percentile

-0.6%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-1.0%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

24%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$51,575

Down $530 (-1.0%) from 2022

Net Assets

Down

$51,575

Down $530 (-1.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin40th percentile

Revenue

Up

$92,192

Up $17,840 (+24%) from 2022

Expenses

Up

$92,722

Up $24,900 (+37%) from 2022

Net Income

Down

-$530

Down $7,060 (-108%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$60K$40K$20K$0Assets 2020: $53,798Liabilities 2020: $0Net Assets 2020: $53,7982020Assets 2021: $45,575Liabilities 2021: $0Net Assets 2021: $45,5752021Assets 2022: $52,105Liabilities 2022: $0Net Assets 2022: $52,1052022Assets 2023: $51,575Liabilities 2023: $0Net Assets 2023: $51,5752023Assets 2024: $48,846Liabilities 2024: $0Net Assets 2024: $48,8462024Assets 2025: $59,216Net Assets 2025: $59,2162025

Highlighted filing

2023

Assets$51,575
Liabilities$0
Net Assets$51,575
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $81,684Expenses 2020: $71,985Net Income 2020: $9,6992020Revenue 2021: $21,295Expenses 2021: $29,518Net Income 2021: -$8,2232021Revenue 2022: $74,352Expenses 2022: $67,822Net Income 2022: $6,5302022Revenue 2023: $92,192Expenses 2023: $92,722Net Income 2023: -$5302023Revenue 2024: $88,679Expenses 2024: $91,408Net Income 2024: -$2,7292024Revenue 2025: $103,518Expenses 2025: $93,148Net Income 2025: $10,3702025

Highlighted filing

2023

Revenue$92,192
Expenses$92,722
Net Income-$530
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 1, 2023
Return Version
2022v5.0
Gross Receipts
$92,192
Mission and Program Overview

Mission

To educate the general membership and the public with publications, lectures, and seminars dealing with arboricultural issues

Program Services

DescriptionGrantsExpenses
We provide an annual seminar with up to 350 people with classroom instruction along with field training. This provides continuing eduaction in both English and SpanishWe offer other various seminars teaching the history, characteristics, tree safty, medical and CPR training.--
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES E MORGAN IIChair Board Of Directors-$0--
MICHAEL POFFENBERGERVice Chair Board Of Dirctors-$0--
BRIAN E BISHOPSecretary Board Of Directors-$0--
PETER L RYKENDirector Board Of Directors-$0--
ROSE EPPERSONExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Professional Tree Care Association
EIN
38-4139752
Phone
8589672060
Address
27537 COMMERCE CENTER DRIVE, TEMECULA, CA 92590

Signing Officer

Name
Rose Epperson
Title
Executive Director
Phone
8589672060
Signed
2023-09-01

Preparer

Firm
Jones Accounting & Tax Service
Address
235 Sunlit Way, Ramona, CA 92065
Preparer
Janice L Jones
Phone
7607890058
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“TELEPHONE 382.”

Form 990EZ, Part I, Line 16

“CREDIT CARD FEES 280.”

Form 990EZ, Part I, Line 16

“Seminar/meeting expenses 62651.”

Form 990EZ, Part I, Line 16

“DUES/SUBSCRIPTIONS 1913.”

Form 990EZ, Part I, Line 16

“CONTRIBUTION 500.”

Form 990EZ, Part I, Line 16

“CEU PROCESSING 100.”

Raw XML Appendix133 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EPPERSON INC CO EPICENTER MGMT
IRS990EZ/BooksInCareOfDetail/PhoneNum07142649793
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027537 COMMERCE CTR STE 107
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092590
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052105
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051575
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-530
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt026887
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt03207
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07235
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051575
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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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/PersonNm0CHARLES E MORGAN II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL POFFENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN E BISHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETER L RYKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROSE EPPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR BOARD OF DIRCTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065826
IRS990EZ/PrimaryExemptPurposeTxt0To educate the general membership and the public with publications, lectures, and seminars dealing with arboricultural issues
IRS990EZ/PrintingPublicationsPostageAmt09
IRS990EZ/ProgramServiceRevenueAmt081750
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We provide an annual seminar with up to 350 people with classroom instruction along with field training. This provides continuing eduaction in both English and SpanishWe offer other various seminars teaching the history, characteristics, tree safty, medical and CPR training.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt03207
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092722
IRS990EZ/TotalRevenueAmt092192
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TELEPHONE 382.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT CARD FEES 280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEMINAR/MEETING EXPENSES 62651.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES/SUBSCRIPTIONS 1913.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRIBUTION 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CEU PROCESSING 100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE EPPERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08589672060
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROFESSIONAL TREE CARE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PROF
ReturnHeader/Filer/EIN0384139752
ReturnHeader/Filer/PhoneNum08589672060
ReturnHeader/Filer/USAddress/AddressLine1Txt027537 COMMERCE CENTER DRIVE
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092590
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jones Accounting & Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0235 Sunlit Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ramona
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092065
ReturnHeader/PreparerPersonGrp/PhoneNum07607890058
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE L JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T16:00:22-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROSE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EPPERSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,575
Liabilities
$0
Net assets
$51,575
Revenue
$92,192
Expenses
$92,722
Net income
-$530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.59$0.59$1.04$0.93$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.89$0.91$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.92$0.93$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.74$0.68$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.21$0.30$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.82$0.72$0.10