Civic Intelligence

Ayers Elementary School PTA

990EZ • Fiscal year 2021 • EIN 94-6171242

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

Organization Profilewww.aes-mdusd-ca.schoolloop.com/pta
5120 Myrtle DriveConcord, CA 94521

(925) 689-4488

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

68th percentile

23%

Higher net margin than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

79th percentile

44%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

37%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$46,762

Up $14,217 (+44%) from 2020

Net Assets

Up

$46,762

Up $14,217 (+44%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$57,797

Up $15,564 (+37%) from 2020

Expenses

Down

$44,535

Down $15,794 (-26%) from 2020

Net Income

Up

$13,262

Up $31,358 (+173%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$150K$100K$50K$0Assets 2011: $60,335Liabilities 2011: $02011Assets 2012: $75,862Liabilities 2012: $02012Assets 2013: $77,451Net Assets 2013: $77,4512013Assets 2014: $44,311Net Assets 2014: $44,3112014Assets 2015: $31,690Net Assets 2015: $31,6902015Assets 2016: $49,299Net Assets 2016: $49,2992016Assets 2017: $45,197Liabilities 2017: $02017Assets 2018: $66,213Liabilities 2018: $02018Assets 2019: $62,881Liabilities 2019: $02019Assets 2020: $32,545Net Assets 2020: $32,5452020Assets 2021: $46,762Net Assets 2021: $46,7622021Assets 2022: $91,634Net Assets 2022: $91,6342022Assets 2023: $107,125Net Assets 2023: $107,1252023Assets 2024: $106,853Net Assets 2024: $106,8532024Assets 2025: $121,247Net Assets 2025: $121,2472025

Highlighted filing

2021

Assets$46,762
Liabilities-
Net Assets$46,762
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $90,514Expenses 2011: $63,471Net Income 2011: $27,0432011Revenue 2012: $86,085Expenses 2012: $70,558Net Income 2012: $15,5272012Revenue 2013: $92,589Expenses 2013: $91,000Net Income 2013: $1,5892013Revenue 2014: $73,829Expenses 2014: $106,969Net Income 2014: -$33,1402014Revenue 2015: $64,130Expenses 2015: $76,751Net Income 2015: -$12,6212015Revenue 2016: $110,678Expenses 2016: $93,069Net Income 2016: $17,6092016Revenue 2017: $104,765Expenses 2017: $103,284Net Income 2017: $1,4812017Revenue 2018: $105,774Expenses 2018: $84,758Net Income 2018: $21,0162018Revenue 2019: $97,497Expenses 2019: $100,829Net Income 2019: -$3,3322019Revenue 2020: $42,233Expenses 2020: $60,329Net Income 2020: -$18,0962020Revenue 2021: $57,797Expenses 2021: $44,535Net Income 2021: $13,2622021Revenue 2022: $90,750Expenses 2022: $45,878Net Income 2022: $44,8722022Revenue 2023: $74,809Expenses 2023: $59,008Net Income 2023: $15,8012023Revenue 2024: $56,781Expenses 2024: $57,006Net Income 2024: -$2252024Revenue 2025: $79,361Expenses 2025: $64,276Net Income 2025: $15,0852025

Highlighted filing

2021

Revenue$57,797
Expenses$44,535
Net Income$13,262
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$57,797
Mission and Program Overview

Mission

See Attached Statement A

The PTA works to bridge the gap between state and district budget and the needs of our staff and students.

Program Services

DescriptionGrantsExpenses
The PTA supplements various staffing needs through the MDUSD board and supplements teacher supplies and equipment that is used in the classroom.$41,584$32,423
Enrichment assemblies held throughout the year provide for all students attending Ayers Elementary School.--
The PTA funds many other programs and school events for the community, including the Accelerated Reader Program, Carnival, Book Fair, After School Enrichment, and many more.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nichole SimpsonPresidentPT$0--
Anna StevensVice PresidentPT$0--
Ana LopezSecretary-$0--
Carolyn FawcettTreasurerPT$0--
CJ ForresterCommunications-$0--
Rebecca ScoreAuditor-$0--
Jacqui NoethDine & Donate-$0--
Michelle DayFundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$19,940$19,940-$19,940
Read A Thon$10,910---
Total Events$30,850$19,940-$19,940
Filing and Contact Details

Filer

Filer Name
Ayers Elementary School PTA
EIN
94-6171242
Phone
9256894488
Address
5120 Myrtle Drive, Concord, CA 94521

Signing Officer

Name
Carolyn Fawcett
Title
Treasurer
Phone
9254075900
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: Paraprofessional Salaries | Donee's Name: Mt. Diablo Unified School District | Donee's Address: 1936 Carlotta Drive Concord CA 94519 | Relationship of Donee: SCHOOL DISTRICT | Cash Amount Given: $28648”

Other Expenses.1002

“Office Expenses $876”

Other Expenses.1012

“Insurance $258”

Other Expenses.1

“Open Supply Room $3044”

Other Expenses.2

“Teacher & Principal Supplies $2921”

Other Expenses.3

“Teacher Appreciation $1567”

Other Expenses.4

“Yearbook $662”

Other Expenses.5

“Program Events $542”

Raw XML Appendix206 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/PersonNm0Carolyn Fawcett
IRS990EZ/BooksInCareOfDetail/PhoneNum09256894488
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05120 Myrtle Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Concord
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094521
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032545
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046762
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027476
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013262
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01817
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032545
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046762
IRS990EZ/FundraisingGrossIncomeAmt023727
IRS990EZ/GamingGrossIncomeAmt03229
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032848
IRS990EZ/GrossProfitLossSlsOfInvntryAmt098
IRS990EZ/GrossReceiptsAmt057797
IRS990EZ/GrossSalesOfInventoryAmt098
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01027
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032545
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046762
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032545
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046762
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nichole Simpson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anna Stevens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ana Lopez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Carolyn Fawcett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CJ Forrester
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rebecca Score
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jacqui Noeth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Michelle Day
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Dine & Donate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Fundraising
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0955
IRS990EZ/OtherExpensesTotalAmt09870
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The PTA works to bridge the gap between state and district budget and the needs of our staff and students.
IRS990EZ/ProgramServiceRevenueAmt02240
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTA supplements various staffing needs through the MDUSD board and supplements teacher supplies and equipment that is used in the classroom.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Enrichment assemblies held throughout the year provide for all students attending Ayers Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The PTA funds many other programs and school events for the community, including the Accelerated Reader Program, Carnival, Book Fair, After School Enrichment, and many more.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt041584
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032423
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt026956
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044535
IRS990EZ/TotalProgramServiceExpensesAmt041584
IRS990EZ/TotalRevenueAmt057797
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.aes-mdusd-ca.schoolloop.com/pta
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt075180
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027874
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt090320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt099799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt086807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0334094
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0409274
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097497
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105774
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt095520
IRS990ScheduleA/Total509Grp/TotalAmt0409274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt097497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt095520
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0409274
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010910
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010910
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Read A Thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019940
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Paraprofessional Salaries | Donee's Name: Mt. Diablo Unified School District | Donee's Address: 1936 Carlotta Drive Concord CA 94519 | Relationship of Donee: SCHOOL DISTRICT | Cash Amount Given: $28648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $876
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Open Supply Room $3044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher & Principal Supplies $2921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Appreciation $1567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Yearbook $662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Program Events $542
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carolyn Fawcett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09254075900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ayers Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0AYER
ReturnHeader/Filer/EIN0946171242
ReturnHeader/Filer/PhoneNum09256894488
ReturnHeader/Filer/USAddress/AddressLine1Txt05120 Myrtle Drive
ReturnHeader/Filer/USAddress/CityNm0Concord
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094521
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680260103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REGALIA & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 TOWN COUNTRY DR STE K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas W Regalia
ReturnHeader/ReturnTs02021-11-02T13:10:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Carolyn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Fawcett
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,762
Liabilities
-
Net assets
$46,762
Revenue
$57,797
Expenses
$44,535
Net income
$13,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.79$0.64$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.57$0.57$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.75$0.59$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.91$0.46$0.45
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.58$0.45$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.42$0.60$0.18
2019Summary only. Only limited summary data is available for this year.$0.63$0.00$0.97$1.01$0.03
2018Summary only. Only limited summary data is available for this year.$0.66$0.00$1.06$0.85$0.21
2017Summary only. Only limited summary data is available for this year.$0.45$0.00$1.05$1.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.11$0.93$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.64$0.77$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.74$1.07$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.77$0.93$0.91$0.02
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.86$0.71$0.16
2011Summary only. Only limited summary data is available for this year.$0.60$0.00$0.91$0.63$0.27