Civic Intelligence

Professional Tree Care Association

990EZ • Fiscal year 2024 • EIN 38-4139752

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

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.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

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

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

33rd percentile

-3.1%

Higher net margin than 33% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

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.

2024 filings • 501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

28th percentile

-5.3%

Faster asset growth than 28% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-3.8%

Faster revenue growth than 27% of similar nonprofits.

2024 filings • 501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$48,846

Down $2,729 (-5.3%) from 2023

Net Assets

Down

$48,846

Down $2,729 (-5.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin33rd percentile

Revenue

Down

$88,679

Down $3,513 (-3.8%) from 2023

Expenses

Down

$91,408

Down $1,314 (-1.4%) from 2023

Net Income

Down

-$2,729

Down $2,199 (-415%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2024

Assets$48,846
Liabilities$0
Net Assets$48,846
Open 2024 Filing

Operations Trend

Revenue Growth27th 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

2024

Revenue$88,679
Expenses$91,408
Net Income-$2,729
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$88,679
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
2024-11-01

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 339.”

Form 990EZ, Part I, Line 16

“CREDIT CARD FEES 1823.”

Form 990EZ, Part I, Line 16

“Seminar/meeting expenses 57359.”

Form 990EZ, Part I, Line 16

“DUES/SUBSCRIPTIONS 2227.”

Form 990EZ, Part I, Line 16

“CONTRIBUTION 500.”

Form 990EZ, Part I, Line 16

“SUPPLIES 45.”

Form 990EZ, Part I, Line 16

“COMPUTER EXPENSE 1188.”

Form 990EZ, Part I, Line 16

“INSURANCE 2138.”

Raw XML Appendix130 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/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt051575
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048846
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2729
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025789
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051575
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048846
IRS990EZ/FundraisingGrossIncomeAmt02373
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt088679
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07425
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051575
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048846
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051575
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048846
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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/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/OtherExpensesTotalAmt065619
IRS990EZ/PrimaryExemptPurposeTxt0To educate the general membership and the public with publications, lectures, and seminars dealing with arboricultural issues
IRS990EZ/ProgramServiceRevenueAmt078881
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/SpecialEventsNetIncomeLossAmt02373
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091408
IRS990EZ/TotalRevenueAmt088679
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TELEPHONE 339.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT CARD FEES 1823.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEMINAR/MEETING EXPENSES 57359.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES/SUBSCRIPTIONS 2227.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRIBUTION 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES 45.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPUTER EXPENSE 1188.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 2138.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE EPPERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08589672060
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
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/ReturnTs02024-11-14T17:23:38-08:00
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
$48,846
Liabilities
$0
Net assets
$48,846
Revenue
$88,679
Expenses
$91,408
Net income
-$2,729
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)5 • <$500k nonprofits