Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 68-0012120

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

Organization ProfileN/A
8135 Balboa AvenueStockton, CA 95209

(209) 953-8783

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

24th percentile

-9.7%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-4.5%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$2,733

Down $1,282 (-32%) from 2015

Net Assets

Down

$2,733

Down $1,282 (-32%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin24th percentile

Revenue

Down

$13,170

Down $622 (-4.5%) from 2015

Expenses

Down

$14,452

Down $1,103 (-7.1%) from 2015

Net Income

Up

-$1,282

Up $481 (+27%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $7,227Liabilities 2011: $0Net Assets 2011: $7,2272011Assets 2012: $4,816Liabilities 2012: $0Net Assets 2012: $4,8162012Assets 2013: $5,686Liabilities 2013: $0Net Assets 2013: $5,6862013Assets 2014: $5,778Liabilities 2014: $0Net Assets 2014: $5,7782014Assets 2015: $4,015Liabilities 2015: $0Net Assets 2015: $4,0152015Assets 2016: $2,733Liabilities 2016: $0Net Assets 2016: $2,7332016Assets 2017: $7,817Liabilities 2017: $0Net Assets 2017: $7,8172017

Highlighted filing

2016

Assets$2,733
Liabilities$0
Net Assets$2,733
Open 2016 Filing

Operations Trend

Revenue Growth41st percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $17,826Expenses 2011: $12,261Net Income 2011: $5,5652011Revenue 2012: $19,070Expenses 2012: $21,481Net Income 2012: -$2,4112012Revenue 2013: $17,719Expenses 2013: $16,849Net Income 2013: $8702013Revenue 2014: $13,316Expenses 2014: $13,224Net Income 2014: $922014Revenue 2015: $13,792Expenses 2015: $15,555Net Income 2015: -$1,7632015Revenue 2016: $13,170Expenses 2016: $14,452Net Income 2016: -$1,2822016Revenue 2017: $14,336Expenses 2017: $9,252Net Income 2017: $5,0842017

Highlighted filing

2016

Revenue$13,170
Expenses$14,452
Net Income-$1,282
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$28,876
Mission and Program Overview

Mission

Parent-teacher-student association/child advocacy

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION$9,619$14,452
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRA KAUFMANPresidentPT$0--
LISA BLOUNTVice PresidentPT$0--
KADIE COLLETTETreasurer-$0--
SAR CHHINSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough Sales$9,883$9,883$5,660$4,223
Book Fair$7,605$7,605$5,182$2,423
Total Events$28,876$28,876$15,706$13,170
Filing and Contact Details

Filer

Filer Name
Colonial Heights Ptsa
EIN
68-0012120
Phone
2099538783
Address
8135 BALBOA AVENUE, STOCKTON, CA 95209

Signing Officer

Name
Tracy Trantham
Title
Treasurer
Phone
2099538783
Signed
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Iacopi Lenz & Company
Address
3031 W MARCH LANE SUITE 300E, STOCKTON, CA 95219
Preparer
Kathleen Solari
Phone
2099573691
Supplemental Narrative

Additional Explanations

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

“Activity classification: student enrichment-school donation. Grantee name: colonial heights school. Grantee address: 8135 balboa ave stockton, ca 95209. Grantee relationship: school. Amount given: 2,472.”

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

“Activity classification: student enrichment - classroom allocation. Grantee name: colonial heights school. Grantee address: 8135 balboa ave stockton, ca 95209. Grantee relationship: school. Amount given: 6,997.”

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

“Activity classification: todd anton scholarship. Grantee name: lincoln council pta. Grantee address: 2010 swain rd stockton, ca 95207. Grantee relationship: none. Amount given: 100.”

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

“Activity classification: student grad night. Grantee name: lusd - lincoln high school. Grantee address: 6844 alexandria place stockton, ca 95207. Grantee relationship: none. Amount given: 50. Total included on form 990-ez, line 10: 9,619.”

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

“Description: bank service charges. Amount: 118. Description: insurance. Amount: 216. Description: teachers appreciation. Amount: 899. Description: various student programs/assemblies. Amount: 3,101. Description: unit assessment. Amount: 150. Description: miscellaneous expenses . Amount: 49. Total to form 990-ez, line 16: 4,533.”

Raw XML Appendix184 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRACY TRANTHAM-TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum02099538783
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08135 BALBOA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04015
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02733
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1282
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04015
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02733
IRS990EZ/FundraisingGrossIncomeAmt028876
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09619
IRS990EZ/GrossReceiptsAmt028876
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04015
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02733
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04015
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02733
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRA KAUFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA BLOUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KADIE COLLETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAR CHHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04533
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER-STUDENT ASSOCIATION/CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09619
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014452
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt015706
IRS990EZ/SpecialEventsNetIncomeLossAmt013170
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014452
IRS990EZ/TotalProgramServiceExpensesAmt014452
IRS990EZ/TotalRevenueAmt013170
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028876
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031591
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0174860
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0215
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt093
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0308
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt0176229
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028876
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030973
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031879
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045118
IRS990ScheduleA/Total509Grp/TotalAmt0176229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039598
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045211
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0176537
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015706
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09883
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011388
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09883
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011388
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028876
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013170
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04864
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015706
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05660
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05182
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: STUDENT ENRICHMENT-SCHOOL DONATION. GRANTEE NAME: COLONIAL HEIGHTS SCHOOL. GRANTEE ADDRESS: 8135 BALBOA AVE STOCKTON, CA 95209. GRANTEE RELATIONSHIP: SCHOOL. AMOUNT GIVEN: 2,472.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: STUDENT ENRICHMENT - CLASSROOM ALLOCATION. GRANTEE NAME: COLONIAL HEIGHTS SCHOOL. GRANTEE ADDRESS: 8135 BALBOA AVE STOCKTON, CA 95209. GRANTEE RELATIONSHIP: SCHOOL. AMOUNT GIVEN: 6,997.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: TODD ANTON SCHOLARSHIP. GRANTEE NAME: LINCOLN COUNCIL PTA. GRANTEE ADDRESS: 2010 SWAIN RD STOCKTON, CA 95207. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: STUDENT GRAD NIGHT. GRANTEE NAME: LUSD - LINCOLN HIGH SCHOOL. GRANTEE ADDRESS: 6844 ALEXANDRIA PLACE STOCKTON, CA 95207. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 50. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 9,619.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 118. DESCRIPTION: INSURANCE. AMOUNT: 216. DESCRIPTION: TEACHERS APPRECIATION. AMOUNT: 899. DESCRIPTION: VARIOUS STUDENT PROGRAMS/ASSEMBLIES. AMOUNT: 3,101. DESCRIPTION: UNIT ASSESSMENT. AMOUNT: 150. DESCRIPTION: MISCELLANEOUS EXPENSES . AMOUNT: 49. TOTAL TO FORM 990-EZ, LINE 16: 4,533.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY TRANTHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02099538783
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLONIAL HEIGHTS PTSA
ReturnHeader/Filer/BusinessNameControlTxt0COLO
ReturnHeader/Filer/EIN0680012120
ReturnHeader/Filer/PhoneNum02099538783
ReturnHeader/Filer/USAddress/AddressLine1Txt08135 BALBOA AVENUE
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942517281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IACOPI LENZ & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03031 W MARCH LANE SUITE 300E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099573691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN SOLARI
ReturnHeader/ReturnTs02016-11-14T14:08:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,733
Liabilities
$0
Net assets
$2,733
Revenue
$13,170
Expenses
$14,452
Net income
-$1,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$14.3$9.25$5.08
2016Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$13.2$14.5$1.28
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$13.8$15.6$1.76
2014Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$13.3$13.2$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$0.00$5.69$17.7$16.8$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.00$4.82$19.1$21.5$2.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.23$0.00$7.23$17.8$12.3$5.57