Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 68-0147051

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 09, 2023

Organization Profilewww.highlandswebsite.com
1326 Pennsylvania BlvdConcord, CA 94521

(925) 672-5252

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

242%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$200,415

Up $72,538 (+57%) from 2021

Net Assets

Up

$200,415

Up $72,538 (+57%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin94th percentile

Revenue

Up

$105,494

Up $74,681 (+242%) from 2021

Expenses

Up

$32,956

Up $5,738 (+21%) from 2021

Net Income

Up

$72,538

Up $68,943 (+1918%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$300K$200K$100K$0Assets 2011: $164,237Liabilities 2011: $0Net Assets 2011: $164,2372011Assets 2012: $157,799Liabilities 2012: $0Net Assets 2012: $157,7992012Assets 2013: $203,088Liabilities 2013: $0Net Assets 2013: $203,0882013Assets 2014: $215,281Liabilities 2014: $0Net Assets 2014: $215,2812014Assets 2015: $246,813Liabilities 2015: $0Net Assets 2015: $246,8132015Assets 2017: $194,045Liabilities 2017: $0Net Assets 2017: $194,0452017Assets 2018: $123,449Liabilities 2018: $0Net Assets 2018: $123,4492018Assets 2019: $134,804Liabilities 2019: $0Net Assets 2019: $134,8042019Assets 2020: $124,283Liabilities 2020: $0Net Assets 2020: $124,2832020Assets 2021: $127,877Liabilities 2021: $0Net Assets 2021: $127,8772021Assets 2022: $200,415Liabilities 2022: $0Net Assets 2022: $200,4152022Assets 2023: $206,858Liabilities 2023: $0Net Assets 2023: $206,8582023Assets 2024: $202,666Net Assets 2024: $202,6662024

Highlighted filing

2022

Assets$200,415
Liabilities$0
Net Assets$200,415
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

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

$200K$100K$0-$100KRevenue 2011: $89,857Expenses 2011: $73,968Net Income 2011: $15,8892011Expenses 2012: $76,1602012Revenue 2013: $103,126Expenses 2013: $58,075Net Income 2013: $45,0512013Revenue 2014: $95,614Expenses 2014: $83,421Net Income 2014: $12,1932014Revenue 2015: $144,755Expenses 2015: $113,223Net Income 2015: $31,5322015Revenue 2017: $128,270Expenses 2017: $138,236Net Income 2017: -$9,9662017Revenue 2018: $117,686Expenses 2018: $188,282Net Income 2018: -$70,5962018Revenue 2019: $109,164Expenses 2019: $97,776Net Income 2019: $11,3882019Revenue 2020: $73,080Expenses 2020: $70,807Net Income 2020: $2,2732020Revenue 2021: $30,813Expenses 2021: $27,218Net Income 2021: $3,5952021Revenue 2022: $105,494Expenses 2022: $32,956Net Income 2022: $72,5382022Revenue 2023: $72,087Expenses 2023: $65,644Net Income 2023: $6,4432023Revenue 2024: $39,724Expenses 2024: $43,916Net Income 2024: -$4,1922024

Highlighted filing

2022

Revenue$105,494
Expenses$32,956
Net Income$72,538
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 9, 2023
Return Version
2021v4.1
Gross Receipts
$108,809
Mission and Program Overview

Mission

The mission of the organization is to positively impact the lives of all children and families through the membership by empowering and supporting them with skills in advocacy, leadership and communication.

Program Services

DescriptionGrantsExpenses
The Organization provides support to Highlands Elementary School by purchasing additional materials, books, computers, educational software and equipment for use by the teachers and students in the classrooms. It also provides direct support for field trips, Scholarship offsets, student morale and various incentive programs.-$31,045
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen BlainePresident-$0--
MICHELLE LUTZVice President-$0--
SARAH MARCUMTreasurer-$0--
BATKHUU BATJARGALFinl Secretary-$0--
JEANINE WILLIAMSSecretary-$0--
LISSETTE HERRERAAuditor-$0--
ALI SMITHParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Highlands Elementary Pta
EIN
68-0147051
Phone
9256725252
Address
1326 PENNSYLVANIA BLVD, CONCORD, CA 94521

Signing Officer

Name
Sarah Marcum
Title
Treasurer
Signed
2023-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Madeleine M Rocamora
Address
2540 Marina Boulevard, San Leandro, CA 94577
Preparer
Madeleine M Rocamora EA
Phone
5109695873
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $580”

Other Expenses.1002

“Office Expenses $35”

Other Expenses.1003

“Information Technology $720”

Other Expenses.1012

“Insurance $258”

Other Expenses.1

“Supplies & Material $9420”

Other Expenses.2

“Scholastic Book Fair $6170”

Other Expenses.3

“Field Trips $2135”

Other Expenses.4

“Brazen Racing $1885”

Other Expenses.5

“Membership Costs $500”

Other Expenses.6

“Science Lab $99”

Other Expenses.7

“Bank fees $13”

Other Expenses.8

“Franchise Tax Board $10”

Raw XML Appendix197 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/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09256725252
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01326 PENNSYLVANIA BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094521
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0127877
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0200415
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0104137
IRS990EZ/CostOfGoodsSoldAmt03315
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt072538
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011131
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0127877
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0200415
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01337
IRS990EZ/GrossReceiptsAmt0108809
IRS990EZ/GrossSalesOfInventoryAmt04652
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127877
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0200415
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127877
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0200415
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kathleen Blaine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE LUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH MARCUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BATKHUU BATJARGAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEANINE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISSETTE HERRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALI SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021825
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE ORGANIZATION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES THROUGH THE MEMBERSHIP BY EMPOWERING AND SUPPORTING THEM WITH SKILLS IN ADVOCACY, LEADERSHIP AND COMMUNICATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Organization provides support to Highlands Elementary School by purchasing additional materials, books, computers, educational software and equipment for use by the teachers and students in the classrooms. It also provides direct support for field trips, Scholarship offsets, student morale and various incentive programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031045
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032956
IRS990EZ/TotalProgramServiceExpensesAmt031045
IRS990EZ/TotalRevenueAmt0105494
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.highlandswebsite.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0104137
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0170544
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0197
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04652
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04652
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0197
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0288
IRS990ScheduleA/InvestmentIncomeCYPct00.00160
IRS990ScheduleA/InvestmentIncomePYPct00.00300
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99840
IRS990ScheduleA/PublicSupportPY509Pct00.99700
IRS990ScheduleA/PublicSupportTotal509Amt0175196
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0108789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04475
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020595
IRS990ScheduleA/Total509Grp/TotalAmt0175196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0108809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012321
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt020631
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0175484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies & Material $9420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Scholastic Book Fair $6170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Field Trips $2135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Brazen Racing $1885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Membership Costs $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Science Lab $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank fees $13
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Franchise Tax Board $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH MARCUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HIGHLANDS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0HIGH
ReturnHeader/Filer/EIN0680147051
ReturnHeader/Filer/PhoneNum09256725252
ReturnHeader/Filer/USAddress/AddressLine1Txt01326 PENNSYLVANIA BLVD
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094521
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Madeleine M Rocamora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02540 Marina Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Leandro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094577
ReturnHeader/PreparerPersonGrp/PhoneNum05109695873
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Madeleine M Rocamora EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-03-09T15:09:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARCUM
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$200,415
Liabilities
$0
Net assets
$200,415
Revenue
$105,494
Expenses
$32,956
Net income
$72,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.03$2.03$0.40$0.44$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.72$0.66$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$1.05$0.33$0.73
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.31$0.27$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.73$0.71$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$1.09$0.98$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$1.18$1.88$0.71
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$1.28$1.38$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$1.45$1.13$0.32
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.96$0.83$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$1.03$0.58$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.76
2011Summary only. Only limited summary data is available for this year.$1.64$0.00$1.64$0.90$0.74$0.16