Civic Intelligence

Tully C Knoles Ptsa

990EZ • Fiscal year 2024 • EIN 94-6184162

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 21, 2024

Organization ProfileN/A
6511 Clarksburg PlStockton, CA 95207

(209) 405-9558

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-28%

Faster asset growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

89th percentile

81%

Faster revenue growth than 89% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$6,754

Flat from 2024

Net Assets

$6,754

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Flat

$19,645

Flat from 2024

Expenses

Flat

$22,961

Flat from 2024

Net Income

Flat

-$3,316

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$30K$20K$10K$0Assets 2012: $13,185Liabilities 2012: $0Net Assets 2012: $13,1852012Assets 2013: $12,534Liabilities 2013: $0Net Assets 2013: $12,5342013Assets 2014: $12,379Liabilities 2014: $0Net Assets 2014: $12,3792014Assets 2015: $9,687Liabilities 2015: $02015Assets 2016: $8,572Net Assets 2016: $8,5722016Assets 2018: $19,834Liabilities 2018: $02018Assets 2019: $20,039Net Assets 2019: $20,0392019Assets 2020: $14,437Liabilities 2020: $02020Assets 2021: $9,980Liabilities 2021: $02021Assets 2022: $13,117Net Assets 2022: $13,1172022Assets 2024: $6,754Net Assets 2024: $6,7542024Assets 2024: $6,754Liabilities 2024: $02024Assets 2025: $8,321Net Assets 2025: $8,3212025

Highlighted filing

2024

Assets$6,754
Liabilities-
Net Assets$6,754
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$60K$40K$20K$0-$20KExpenses 2012: $9,6112012Expenses 2013: $6,3252013Revenue 2014: $51,427Expenses 2014: $51,582Net Income 2014: -$1552014Revenue 2015: $43,979Expenses 2015: $45,484Net Income 2015: -$1,5052015Revenue 2016: $24,470Expenses 2016: $27,928Net Income 2016: -$3,4582016Revenue 2018: $29,693Expenses 2018: $29,187Net Income 2018: $5062018Revenue 2019: $39,994Expenses 2019: $39,789Net Income 2019: $2052019Revenue 2020: $23,098Expenses 2020: $19,979Net Income 2020: $3,1192020Revenue 2021: $1,022Expenses 2021: $5,479Net Income 2021: -$4,4572021Revenue 2022: $6,022Expenses 2022: $2,885Net Income 2022: $3,1372022Revenue 2024: $19,645Expenses 2024: $22,961Net Income 2024: -$3,3162024Revenue 2024: $19,645Expenses 2024: $22,961Net Income 2024: -$3,3162024Revenue 2025: $30,461Expenses 2025: $28,894Net Income 2025: $1,5672025

Highlighted filing

2024

Revenue$19,645
Expenses$22,961
Net Income-$3,316
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 21, 2024
Return Version
2023v5.0
Gross Receipts
$29,729
Mission and Program Overview

Mission

Student support/enrichment/education

Enriching student education by supporting classroom and other activities.

Program Services

DescriptionGrantsExpenses
ACCOMPLISHMENT 1 REPRESENTS THE FUNDING OF CLASSROOM ACTIVITIES, INCLUDING SUPPLIES, FIELD TRIPS AND OTHER RESOURCES PROVIDED TO STUDENTS TO SUPPLEMENT LEARNING.-$21,794
OTHER EXEMPT PURPOSES FULFILLED INCLUDED PROMOTING PARENT FACULTY GOODWILL THROUGH SMALL ACTS OF APPRECIATION THROUGHOUT THE YEAR.--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA MENDEZPresidentPT$0--
NICANORA PALACIOSTreasurerPT$0--
LAETITIA MEDRANOSecretaryPT$0--
PAUL KINGVice PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Festival$10,451$10,451$5,704$4,747
Winter Fundrais$5,073$5,073$691$4,382
Total Events$15,524$15,524$6,395$9,129
Filing and Contact Details

Filer

Filer Name
Tully C Knoles Ptsa
EIN
94-6184162
Phone
2094059558
Address
6511 CLARKSBURG PL, STOCKTON, CA 95207

Signing Officer

Name
Angela Mendez
Title
President
Phone
2094059558
Signed
2024-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Lindstrom Accountancy Corp
Address
2291 W MARCH LANE D105, STOCKTON, CA 95207
Preparer
Julie Doughty CPA
Phone
2094510428
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses classroom supplies & grants 7,848 pta supplies 1,511 other supplies 194 pta continuing training 20 staff appreciation 1,274 tod anton contribution 195 tod anton dinner 160 ptsa insurance 282 back to school supplies 788 book fair 5,831 eighth grade promotion 759 ice cream social 211 last day activities 815 red ribbon costs 1,272 spiritwear 1,026 taxes 25 total 22,211”

Form 990-ez, Part III, Line 31

“Other exempt purposes fulfilled included promoting parent faculty goodwill through small acts of appreciation throughout the year.”

Raw XML Appendix162 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/PersonNm0MARIO BERRIOS
IRS990EZ/BooksInCareOfDetail/PhoneNum06503465341
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06511 CLARKSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010070
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06754
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0142
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3316
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010070
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06754
IRS990EZ/FundraisingGrossIncomeAmt023019
IRS990EZ/GrossReceiptsAmt029729
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010070
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06754
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010070
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06754
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGELA MENDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICANORA PALACIOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAETITIA MEDRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022211
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHING STUDENT EDUCATION BY SUPPORTING CLASSROOM AND OTHER ACTIVITIES.
IRS990EZ/ProgramServiceRevenueAmt06568
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACCOMPLISHMENT 1 REPRESENTS THE FUNDING OF CLASSROOM ACTIVITIES, INCLUDING SUPPLIES, FIELD TRIPS AND OTHER RESOURCES PROVIDED TO STUDENTS TO SUPPLEMENT LEARNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OTHER EXEMPT PURPOSES FULFILLED INCLUDED PROMOTING PARENT FACULTY GOODWILL THROUGH SMALL ACTS OF APPRECIATION THROUGHOUT THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021794
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010084
IRS990EZ/SpecialEventsNetIncomeLossAmt012935
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022961
IRS990EZ/TotalProgramServiceExpensesAmt021794
IRS990EZ/TotalRevenueAmt019645
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0497
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0938
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06182
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt041857
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt05385
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt03459
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt026153
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt034997
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt04316
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt06515
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt04378
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt015209
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83650
IRS990ScheduleA/PublicSupportPY509Pct00.91290
IRS990ScheduleA/PublicSupportTotal509Amt077812
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0644
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01022
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032730
IRS990ScheduleA/Total509Grp/TotalAmt077812
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt027385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032730
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt093021
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06395
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINTER FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010451
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05073
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010451
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05073
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015524
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09129
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06395
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05704
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CLASSROOM SUPPLIES & GRANTS 7,848 PTA SUPPLIES 1,511 OTHER SUPPLIES 194 PTA CONTINUING TRAINING 20 STAFF APPRECIATION 1,274 TOD ANTON CONTRIBUTION 195 TOD ANTON DINNER 160 PTSA INSURANCE 282 BACK TO SCHOOL SUPPLIES 788 BOOK FAIR 5,831 EIGHTH GRADE PROMOTION 759 ICE CREAM SOCIAL 211 LAST DAY ACTIVITIES 815 RED RIBBON COSTS 1,272 SPIRITWEAR 1,026 TAXES 25 TOTAL 22,211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER EXEMPT PURPOSES FULFILLED INCLUDED PROMOTING PARENT FACULTY GOODWILL THROUGH SMALL ACTS OF APPRECIATION THROUGHOUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA MENDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02094059558
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TULLY C KNOLES PTSA
ReturnHeader/Filer/BusinessNameControlTxt0TULL
ReturnHeader/Filer/EIN0946184162
ReturnHeader/Filer/PhoneNum02094059558
ReturnHeader/Filer/USAddress/AddressLine1Txt06511 CLARKSBURG PL
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095207
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452018302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSTROM ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02291 W MARCH LANE D105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095207
ReturnHeader/PreparerPersonGrp/PhoneNum02094510428
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE DOUGHTY CPA
ReturnHeader/ReturnTs02024-10-30T15:03:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,754
Liabilities
-
Net assets
$6,754
Revenue
$19,645
Expenses
$22,961
Net income
-$3,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.32$8.32$30.5$28.9$1.57
2024Detailed filing. Detailed filing data is available for this year.$6.75$6.75$19.6$23.0$3.32
2024Summary only. Only limited summary data is available for this year.$6.75$0.00$19.6$23.0$3.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$13.1$6.02$2.89$3.14
2021Summary only. Only limited summary data is available for this year.$9.98$0.00$1.02$5.48$4.46
2020Summary only. Only limited summary data is available for this year.$14.4$0.00$23.1$20.0$3.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$20.0$40.0$39.8$0.21
2018Summary only. Only limited summary data is available for this year.$19.8$0.00$29.7$29.2$0.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.57$8.57$24.5$27.9$3.46
2015Summary only. Only limited summary data is available for this year.$9.69$0.00$44.0$45.5$1.51
2014Summary only. Only limited summary data is available for this year.$12.4$0.00$12.4$51.4$51.6$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$0.00$12.5$6.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.00$13.2$9.61