Civic Intelligence

PTA Ca Con Jls Middle School PTA

990EZ • Fiscal year 2023 • EIN 94-6174779

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 21, 2023

480 E Meadow DrPalo Alto, CA 94306

(650) 856-5188

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

27th percentile

-10%

Higher net margin than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-15%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$63,122

Flat from 2023

Net Assets

$63,122

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue

Flat

$112,035

Flat from 2023

Expenses

Flat

$123,337

Flat from 2023

Net Income

Flat

-$11,302

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $74,991Net Assets 2010: $74,9912010Assets 2011: $58,798Net Assets 2011: $58,7982011Assets 2012: $60,742Net Assets 2012: $60,7422012Assets 2013: $76,387Net Assets 2013: $76,3872013Assets 2014: $81,224Net Assets 2014: $81,2242014Assets 2015: $49,354Net Assets 2015: $49,3542015Assets 2016: $51,669Net Assets 2016: $51,6692016Assets 2017: $61,125Net Assets 2017: $61,1252017Assets 2018: $72,393Net Assets 2018: $72,3932018Assets 2019: $61,490Net Assets 2019: $61,4902019Assets 2020: $77,653Liabilities 2020: $0Net Assets 2020: $77,6532020Assets 2021: $64,066Liabilities 2021: $0Net Assets 2021: $64,0662021Assets 2022: $74,424Liabilities 2022: $0Net Assets 2022: $74,4242022Assets 2023: $63,122Liabilities 2023: $0Net Assets 2023: $63,1222023Assets 2023: $63,122Liabilities 2023: $02023Assets 2024: $73,425Liabilities 2024: $02024Assets 2025: $44,559Liabilities 2025: $0Net Assets 2025: $44,5592025

Highlighted filing

2023

Assets$63,122
Liabilities$0
Net Assets$63,122

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $133,163Expenses 2010: $137,154Net Income 2010: -$3,9912010Revenue 2011: $115,754Expenses 2011: $131,947Net Income 2011: -$16,1932011Revenue 2012: $136,738Expenses 2012: $134,794Net Income 2012: $1,9442012Revenue 2013: $152,333Expenses 2013: $136,688Net Income 2013: $15,6452013Revenue 2014: $146,216Expenses 2014: $141,379Net Income 2014: $4,8372014Revenue 2015: $163,720Expenses 2015: $195,590Net Income 2015: -$31,8702015Revenue 2016: $156,524Expenses 2016: $154,209Net Income 2016: $2,3152016Revenue 2017: $185,192Expenses 2017: $175,736Net Income 2017: $9,4562017Revenue 2018: $186,001Expenses 2018: $174,733Net Income 2018: $11,2682018Revenue 2019: $178,682Expenses 2019: $189,585Net Income 2019: -$10,9032019Revenue 2020: $172,156Expenses 2020: $155,993Net Income 2020: $16,1632020Revenue 2021: $100,969Expenses 2021: $114,556Net Income 2021: -$13,5872021Revenue 2022: $129,590Expenses 2022: $119,232Net Income 2022: $10,3582022Revenue 2023: $112,035Expenses 2023: $123,337Net Income 2023: -$11,3022023Revenue 2023: $112,035Expenses 2023: $123,337Net Income 2023: -$11,3022023Revenue 2024: $129,073Expenses 2024: $118,770Net Income 2024: $10,3032024Revenue 2025: $118,907Expenses 2025: $147,773Net Income 2025: -$28,8662025

Highlighted filing

2023

Revenue$112,035
Expenses$123,337
Net Income-$11,302
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 21, 2023
Return Version
2022v5.0
Gross Receipts
$112,035
Mission and Program Overview

Mission

to support students staff parents

Program Services

DescriptionGrantsExpenses
The PTA supports the various departments with funding for supplies and curriculum materials-$68,154
The PTA funds student activities such as supplies, recognition awards, a homework club, and other events-$35,125
The PTA funds community programs and back to school hospitality, as well as technology purchases-$16,592
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robyn ReissPresidentPT$0--
Angela HansenExecutive Vice PresidentPT$0--
Amy LovicVP ProgramsPT$0--
Vaish AnjurVP Membership-$0--
Kerrie ChenAuditor-$0--
Ellen ChanVP Service-$0--
Marsha BlauwkampVP School Support-$0--
Paromita GuhaSecretary-$0--
Amy YuTreasurerPT$0--
Ye DingHistorian-$0--
Shan ZhaoVP Communications-$0--
Filing and Contact Details

Filer

Filer Name
JLS Middle School PTA
EIN
94-6174779
Address
480 E Meadow Dr, Palo Alto, CA 94306

Signing Officer

Name
Amy Yu
Title
Treasurer
Phone
6508565188
Signed
2023-10-21
Discuss with paid preparer
No

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountAdministrative 3,466Community Programs 16,592Student Programs 68,154Department Support 35,125

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/PersonNm0Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum06508565188
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0480 E Meadow Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palo Alto
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094306
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074424
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063122
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt097296
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11302
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074424
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063122
IRS990EZ/GrossReceiptsAmt0112035
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0321
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074424
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063122
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074424
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063122
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt74.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt86.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robyn Reiss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angela Hansen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amy Lovic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Vaish Anjur
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kerrie Chen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ellen Chan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Marsha Blauwkamp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Paromita Guha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Amy Yu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Ye Ding
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Shan Zhao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Service
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP School Support
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP Communications
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0123337
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students staff parents
IRS990EZ/ProgramServiceRevenueAmt014397
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTA funds community programs and back to school hospitality, as well as technology purchases
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The PTA funds student activities such as supplies, recognition awards, a homework club, and other events
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The PTA supports the various departments with funding for supplies and curriculum materials
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016592
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt135125
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt268154
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0123337
IRS990EZ/TotalProgramServiceExpensesAmt0119871
IRS990EZ/TotalRevenueAmt0112035
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0jlswp.paloaltopta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt097617
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0109489
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt093778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0172156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0169802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0642842
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt050568
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0693410
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0112014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0129589
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0172156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0178682
IRS990ScheduleA/Total509Grp/TotalAmt0693410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0112035
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0129590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0100969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0172156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0178682
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0693432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdministrative 3,466Community Programs 16,592Student Programs 68,154Department Support 35,125
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Yu
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06508565188
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JLS Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0JLSM
ReturnHeader/Filer/EIN0946174779
ReturnHeader/Filer/USAddress/AddressLine1Txt0480 E Meadow Dr
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770337811
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan P Pines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04109 Donald Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-21T18:59:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Yu
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.19$1.48$0.29
2024Summary only. Only limited summary data is available for this year.$0.73$0.00$1.29$1.19$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.12$1.23$0.11
2023Summary only. Only limited summary data is available for this year.$0.63$0.00$1.12$1.23$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$1.30$1.19$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$1.01$1.15$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$1.72$1.56$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.61$1.79$1.90$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.72$1.86$1.75$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.61$1.85$1.76$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.52$1.57$1.54$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.64$1.96$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.46$1.41$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.76$1.52$1.37$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.61$1.37$1.35$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.59$1.16$1.32$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.75$1.33$1.37$0.04