Civic Intelligence

Jefferson Elementary School PTA of the PTA Calif Congress of Parent

990EZ • Fiscal year 2021 • EIN 95-6204311

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 20, 2022

Organization ProfileN/A
3743 Jefferson StCarlsbad, CA 92008

(760) 331-5500

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

76th percentile

32%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% 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

76th percentile

38%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

29th percentile

-23%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$63,686

Up $17,527 (+38%) from 2020

Net Assets

Up

$63,686

Up $17,527 (+38%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Down

$54,157

Down $15,925 (-23%) from 2020

Expenses

Down

$36,630

Down $37,348 (-50%) from 2020

Net Income

Up

$17,527

Up $21,423 (+550%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$150K$100K$50K$0Assets 2012: $36,130Liabilities 2012: $02012Assets 2013: $34,127Liabilities 2013: $02013Assets 2014: $37,344Liabilities 2014: $02014Assets 2015: $62,911Net Assets 2015: $62,9112015Assets 2016: $51,487Net Assets 2016: $51,4872016Assets 2017: $52,036Net Assets 2017: $52,0362017Assets 2018: $53,366Net Assets 2018: $53,3662018Assets 2019: $50,055Net Assets 2019: $50,0552019Assets 2020: $46,159Net Assets 2020: $46,1592020Assets 2021: $63,686Net Assets 2021: $63,6862021Assets 2022: $23,396Net Assets 2022: $23,3962022Assets 2023: $56,067Net Assets 2023: $56,0672023Assets 2024: $109,107Net Assets 2024: $109,1072024Assets 2025: $146,584Net Assets 2025: $146,5842025

Highlighted filing

2021

Assets$63,686
Liabilities-
Net Assets$63,686
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

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

$200K$100K$0-$100KRevenue 2012: $106,846Expenses 2012: $118,142Net Income 2012: -$11,2962012Revenue 2013: $96,344Expenses 2013: $98,347Net Income 2013: -$2,0032013Revenue 2014: $84,487Expenses 2014: $81,270Net Income 2014: $3,2172014Revenue 2015: $77,952Expenses 2015: $52,386Net Income 2015: $25,5662015Revenue 2016: $88,782Expenses 2016: $100,205Net Income 2016: -$11,4232016Revenue 2017: $84,522Expenses 2017: $83,973Net Income 2017: $5492017Revenue 2018: $86,523Expenses 2018: $85,196Net Income 2018: $1,3272018Revenue 2019: $77,907Expenses 2019: $81,218Net Income 2019: -$3,3112019Revenue 2020: $70,082Expenses 2020: $73,978Net Income 2020: -$3,8962020Revenue 2021: $54,157Expenses 2021: $36,630Net Income 2021: $17,5272021Revenue 2022: $86,332Expenses 2022: $126,622Net Income 2022: -$40,2902022Revenue 2023: $140,247Expenses 2023: $107,576Net Income 2023: $32,6712023Revenue 2024: $165,860Expenses 2024: $112,820Net Income 2024: $53,0402024Revenue 2025: $163,367Expenses 2025: $125,890Net Income 2025: $37,4772025

Highlighted filing

2021

Revenue$54,157
Expenses$36,630
Net Income$17,527
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 20, 2022
Return Version
2020v4.0
Gross Receipts
$65,397
Mission and Program Overview

Mission

To support students, staff, and community of jefferson elementary school

Program Services

DescriptionGrantsExpenses
LEARNING SUPPORT - INCLUDES FIELD TRIPS, READING PROGRAMS, CLASSROOM SUPPLIES, ART, PE & SPANISH-$33,692
STUDENT WELFARE - INCLUDES AFTER SCHOOL ENRICHMENT, RUNNING CLUB, STUDENT AMBASSADORS, YEARBOOK, AND STUDENT RECOGNITION-$1,841
COMMUNITY SUPPORT - TO ENCOURAGE WORLD CULTURAL AWARENESS AND BUILD SCHOOL COMMUNITY--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BREANNE HEALPresidentPT$0--
MARIA ISABEL ROCHAExecutive VIPT$0--
KRISTEN OSTROMANTreasurerPT$0--
MEGAN CULLENSecretaryPT$0--
JENNIFER THIRKELLAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$28,700$28,700$2,321$26,379
Total Events$28,700$28,700$2,321$26,379
Filing and Contact Details

Filer

Filer Name
Jefferson Elementary School Pta
EIN
95-6204311
Phone
7603315500
Address
3743 JEFFERSON ST, CARLSBAD, CA 92008

Signing Officer

Name
Breanne Heal
Title
President
Phone
7603315500
Signed
2022-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Carlsbad Certified Public Accountants
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Carlsbad council of ptas administrative suppo 40 6225 el camino real carlsbad ca 92009”

Form 990-ez, Part I, Line 16

“Expenses office 31 information technology 179 insurance 933 assemblies 498 classroom enrichment 1,478 filing fees 25 garden support 15,555 library support 269 merchant fees 564 red ribbon week 156 technology 5,644 staff support 1,215 student recognition 1,685 teaching supplies 8,116 small programs 242 total 36,590”

Raw XML Appendix189 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0BREANNE HEAL
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARIA ISABEL ROCHA
CompensationExplanation/CompensationExplanationGrp/PersonNm2KRISTEN OSTROMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3MEGAN CULLEN
CompensationExplanation/CompensationExplanationGrp/PersonNm4JENNIFER THIRKELL
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFFERSON ELEMENTARY PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum07603315500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03743 JEFFERSON ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046159
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063686
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt031609
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017527
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046159
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063686
IRS990EZ/FundraisingGrossIncomeAmt033469
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040
IRS990EZ/GrossReceiptsAmt065397
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046159
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063686
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046159
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063686
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BREANNE HEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIA ISABEL ROCHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN OSTROMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGAN CULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER THIRKELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036590
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STUDENTS, STAFF, AND COMMUNITY OF JEFFERSON ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt0315
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LEARNING SUPPORT - INCLUDES FIELD TRIPS, READING PROGRAMS, CLASSROOM SUPPLIES, ART, PE & SPANISH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT WELFARE - INCLUDES AFTER SCHOOL ENRICHMENT, RUNNING CLUB, STUDENT AMBASSADORS, YEARBOOK, AND STUDENT RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY SUPPORT - TO ENCOURAGE WORLD CULTURAL AWARENESS AND BUILD SCHOOL COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033692
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11841
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011240
IRS990EZ/SpecialEventsNetIncomeLossAmt022229
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036630
IRS990EZ/TotalProgramServiceExpensesAmt035533
IRS990EZ/TotalRevenueAmt054157
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023361
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0132562
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt088
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04805
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt026620
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04394
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt092663
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt028979
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt037019
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt047686
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt038034
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt064138
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0215856
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt088
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0441081
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101959
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096838
IRS990ScheduleA/Total509Grp/TotalAmt0441081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084175
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0101979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096859
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0441169
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02321
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028700
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026379
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02321
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARLSBAD COUNCIL OF PTAS ADMINISTRATIVE SUPPO 40 6225 EL CAMINO REAL CARLSBAD CA 92009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 31 INFORMATION TECHNOLOGY 179 INSURANCE 933 ASSEMBLIES 498 CLASSROOM ENRICHMENT 1,478 FILING FEES 25 GARDEN SUPPORT 15,555 LIBRARY SUPPORT 269 MERCHANT FEES 564 RED RIBBON WEEK 156 TECHNOLOGY 5,644 STAFF SUPPORT 1,215 STUDENT RECOGNITION 1,685 TEACHING SUPPLIES 8,116 SMALL PROGRAMS 242 TOTAL 36,590
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BREANNE HEAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07603315500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF THE PTA CALIF CONGRESS OF PARENT
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0956204311
ReturnHeader/Filer/PhoneNum07603315500
ReturnHeader/Filer/USAddress/AddressLine1Txt03743 JEFFERSON ST
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02022-02-03T13:16:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BREANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEAL
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
$63,686
Liabilities
-
Net assets
$63,686
Revenue
$54,157
Expenses
$36,630
Net income
$17,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.47$1.47$1.63$1.26$0.37
2024Detailed filing. Detailed filing data is available for this year.$1.09$1.09$1.66$1.13$0.53
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.56$1.40$1.08$0.33
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.86$1.27$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.54$0.37$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.70$0.74$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.78$0.81$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.87$0.85$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.85$0.84$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.89$1.00$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.78$0.52$0.26
2014Summary only. Only limited summary data is available for this year.$0.37$0.00$0.84$0.81$0.03
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.96$0.98$0.02
2012Summary only. Only limited summary data is available for this year.$0.36$0.00$1.07$1.18$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits