Civic Intelligence

Phoebe a Hearst Elementary School PTO

990EZ • Fiscal year 2018 • EIN 90-0742708

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 23, 2018

Organization ProfileN/A
1410 60th StreetSacramento, CA 95819

(916) 277-6690

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

57th percentile

6.3%

Higher net margin than 57% 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

58th percentile

6.1%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$166,084

Up $9,548 (+6.1%) from 2017

Net Assets

Up

$166,084

Up $9,548 (+6.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin57th percentile

Revenue

Up

$151,697

Up $17,802 (+13%) from 2017

Expenses

Up

$142,149

Up $42,245 (+42%) from 2017

Net Income

Down

$9,548

Down $24,443 (-72%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2013: $67,016Liabilities 2013: $02013Assets 2014: $70,225Liabilities 2014: $02014Assets 2015: $73,674Liabilities 2015: $0Net Assets 2015: $73,6742015Assets 2016: $122,545Liabilities 2016: $0Net Assets 2016: $122,5452016Assets 2017: $156,536Liabilities 2017: $0Net Assets 2017: $156,5362017Assets 2018: $166,084Liabilities 2018: $0Net Assets 2018: $166,0842018Assets 2019: $195,804Liabilities 2019: $0Net Assets 2019: $195,8042019Assets 2020: $180,260Liabilities 2020: $0Net Assets 2020: $180,2602020Assets 2021: $187,896Liabilities 2021: $0Net Assets 2021: $187,8962021Assets 2022: $215,567Liabilities 2022: $0Net Assets 2022: $215,5672022Assets 2023: $245,276Liabilities 2023: $0Net Assets 2023: $245,2762023Assets 2024: $223,784Liabilities 2024: $0Net Assets 2024: $223,7842024Assets 2025: $252,788Liabilities 2025: $0Net Assets 2025: $252,7882025

Highlighted filing

2018

Assets$166,084
Liabilities$0
Net Assets$166,084
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$200K$100K$0-$100KRevenue 2013: $121,897Expenses 2013: $54,881Net Income 2013: $67,0162013Revenue 2014: $87,769Expenses 2014: $84,560Net Income 2014: $3,2092014Revenue 2015: $94,001Expenses 2015: $90,552Net Income 2015: $3,4492015Revenue 2016: $135,857Expenses 2016: $86,986Net Income 2016: $48,8712016Revenue 2017: $133,895Expenses 2017: $99,904Net Income 2017: $33,9912017Revenue 2018: $151,697Expenses 2018: $142,149Net Income 2018: $9,5482018Revenue 2019: $176,810Expenses 2019: $147,090Net Income 2019: $29,7202019Revenue 2020: $111,878Expenses 2020: $127,422Net Income 2020: -$15,5442020Revenue 2021: $82,759Expenses 2021: $75,123Net Income 2021: $7,6362021Revenue 2022: $136,701Expenses 2022: $109,030Net Income 2022: $27,6712022Revenue 2023: $196,651Expenses 2023: $166,942Net Income 2023: $29,7092023Revenue 2024: $167,515Expenses 2024: $189,007Net Income 2024: -$21,4922024Revenue 2025: $178,745Expenses 2025: $149,741Net Income 2025: $29,0042025

Highlighted filing

2018

Revenue$151,697
Expenses$142,149
Net Income$9,548
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 23, 2018
Return Version
2017v2.2
Gross Receipts
$186,242
Mission and Program Overview

Mission

To provide educational program enrichment activities for students. Help to provide school with equipment and classroom supplies.

School pto - support school programs

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL PROGRAM ENRICHMENT ACTIVITIES FOR SUDENTS. HELP TO PROVIDE SCHOOL WITH EQUIPMENT AND CLASSROOM SUPPLIES.-$132,934
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY SIMMONSPresident-$0--
CANDACE AGUILARVice President-$0--
JENNIFER DEWALDTreasurer-$0--
MELINDA RUSSELLSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon----
The Event----
Filing and Contact Details

Filer

Filer Name
Phoebe a Hearst Elementary School Pto
EIN
90-0742708
Phone
9162776690
Address
1410 60TH STREET, SACRAMENTO, CA 95819

Signing Officer

Name
Jennifer Dewald
Title
Treasurer
Phone
9162776690
Signed
2018-11-23

Preparer

Firm
Philip E Schlofner CPA
Address
8532 BENNINGTON WAY, SACRAMENTO, CA 95826
Preparer
Philip E Schlofner
Phone
9163880544
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“ADMINISTRATION 3715.”

Form 990EZ, Part I, Line 16

“ART PROGRAM 24708.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 26.”

Form 990EZ, Part I, Line 16

“Campus beautification 1320.”

Form 990EZ, Part I, Line 16

“CLASS ENRICHMENT 19786.”

Form 990EZ, Part I, Line 16

“DONATIONS 3872.”

Form 990EZ, Part I, Line 16

“Dues and memberships 179.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 24584.”

Form 990EZ, Part I, Line 16

“INSURANCE 500.”

Form 990EZ, Part I, Line 16

“MUSIC ENRICHMENT 6803.”

Form 990EZ, Part I, Line 16

“PE EQUIPMENT 500.”

Form 990EZ, Part I, Line 16

“ROBOTICS 5538.”

Form 990EZ, Part I, Line 16

“SCHOOL GARDENS 3000.”

Form 990EZ, Part I, Line 16

“SCHOOL SUPPLIES 965.”

Form 990EZ, Part I, Line 16

“SCIENCE PROGRAM 310.”

Form 990EZ, Part I, Line 16

“SLY PARK TRIP 5055.”

Form 990EZ, Part I, Line 16

“Teacher appreciaiton 773.”

Form 990EZ, Part I, Line 16

“TECHNOLOGY 40365.”

Form 990EZ, Part I, Line 16

“WEBSITE 150.”

Raw XML Appendix191 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/PersonNm0JENNIFER DEWALD
IRS990EZ/BooksInCareOfDetail/PhoneNum09162776690
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01410 60TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095819
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0156536
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0166084
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08039
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09548
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0156536
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0166084
IRS990EZ/FundraisingGrossIncomeAmt0177352
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0186242
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt061
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0790
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0156536
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0166084
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0156536
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0166084
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CANDACE AGUILAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER DEWALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELINDA RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0142149
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PTO - SUPPORT SCHOOL PROGRAMS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL PROGRAM ENRICHMENT ACTIVITIES FOR SUDENTS. HELP TO PROVIDE SCHOOL WITH EQUIPMENT AND CLASSROOM SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0132934
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034545
IRS990EZ/SpecialEventsNetIncomeLossAmt0142807
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0142149
IRS990EZ/TotalProgramServiceExpensesAmt0132934
IRS990EZ/TotalRevenueAmt0151697
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt083833
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0177352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0150223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0143031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0115897
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt099638
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0686141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0119
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0769974
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0186181
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0170320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0172527
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0124433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0116513
IRS990ScheduleA/Total509Grp/TotalAmt0769974
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0770093
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0THE EVENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATION 3715.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ART PROGRAM 24708.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CAMPUS BEAUTIFICATION 1320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLASS ENRICHMENT 19786.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DONATIONS 3872.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES AND MEMBERSHIPS 179.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIELD TRIPS 24584.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MUSIC ENRICHMENT 6803.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PE EQUIPMENT 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ROBOTICS 5538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SCHOOL GARDENS 3000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SCHOOL SUPPLIES 965.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SCIENCE PROGRAM 310.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SLY PARK TRIP 5055.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TEACHER APPRECIAITON 773.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TECHNOLOGY 40365.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18WEBSITE 150.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER DEWALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09162776690
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOEBE A HEARST ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0900742708
ReturnHeader/Filer/PhoneNum09162776690
ReturnHeader/Filer/USAddress/AddressLine1Txt01410 60TH STREET
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095819
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05FE6601E6E425D25DF48A62CA1FD9682B4AEFD2D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05FE6601E6E425D25DF48A62CA1FD9682B4AEFD2D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.12.236.159
ReturnHeader/FilingSecurityInformation/IPDt02018-11-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:06:43
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILIP E SCHLOFNER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08532 BENNINGTON WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095826
ReturnHeader/PreparerPersonGrp/PhoneNum09163880544
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP E SCHLOFNER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-23T14:06:49-08:00
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
$166,084
Liabilities
$0
Net assets
$166,084
Revenue
$151,697
Expenses
$142,149
Net income
$9,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.79$1.50$0.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$1.68$1.89$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$1.97$1.67$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.37$1.09$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.83$0.75$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.12$1.27$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$1.77$1.47$0.30
2018Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.52$1.42$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.34$1.00$0.34
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.36$0.87$0.49
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.94$0.91$0.03
2014Summary only. Only limited summary data is available for this year.$0.70$0.00$0.88$0.85$0.03
2013Summary only. Only limited summary data is available for this year.$0.67$0.00$1.22$0.55$0.67