Civic Intelligence

Phoebe a Hearst Elementary PTA

EIN 95-6207597 • 501(c)3 • San Diego, CA

Profile

Provide benefits and support to students and faculty of phoebe hearst elementary

6230 Del Cerro BlvdSan Diego, CA 92120

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

51st percentile

2.3%

Higher net margin than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

59th percentile

2.5%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

-9.8%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$58,751

Up $1,445 (+2.5%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$58,751

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Down

$84,158

Down $9,126 (-9.8%) from 2024

Expenses

Up

$82,240

Up $1,507 (+1.9%) from 2024

Net Income

Down

$1,918

Down $10,633 (-85%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $12,564Net Assets 2012: $12,5642012Assets 2013: $12,692Net Assets 2013: $12,6922013Assets 2014: $10,979Net Assets 2014: $10,9792014Assets 2015: $22,052Net Assets 2015: $22,0522015Assets 2016: $39,049Net Assets 2016: $39,0492016Assets 2017: $26,004Net Assets 2017: $26,0042017Assets 2018: $23,420Net Assets 2018: $23,4202018Assets 2019: $5,501Net Assets 2019: $5,5012019Assets 2020: $39,842Liabilities 2020: $02020Assets 2021: $35,849Net Assets 2021: $35,8492021Assets 2022: $47,882Net Assets 2022: $47,8822022Assets 2023: $44,755Liabilities 2023: $02023Assets 2024: $57,306Liabilities 2024: $02024Assets 2025: $58,751Net Assets 2025: $58,7512025

Highlighted filing

2025

Assets$58,751
Liabilities-
Net Assets$58,751
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $37,194Expenses 2012: $34,976Net Income 2012: $2,2182012Revenue 2013: $29,691Expenses 2013: $29,563Net Income 2013: $1282013Revenue 2014: $33,596Expenses 2014: $35,309Net Income 2014: -$1,7132014Revenue 2015: $39,269Expenses 2015: $28,196Net Income 2015: $11,0732015Revenue 2016: $52,244Expenses 2016: $35,247Net Income 2016: $16,9972016Revenue 2017: $50,885Expenses 2017: $63,930Net Income 2017: -$13,0452017Revenue 2018: $63,336Expenses 2018: $65,920Net Income 2018: -$2,5842018Revenue 2019: $52,203Expenses 2019: $70,122Net Income 2019: -$17,9192019Revenue 2020: $77,336Expenses 2020: $42,995Net Income 2020: $34,3412020Revenue 2021: $37,137Expenses 2021: $41,130Net Income 2021: -$3,9932021Revenue 2022: $55,430Expenses 2022: $43,397Net Income 2022: $12,0332022Revenue 2023: $94,878Expenses 2023: $98,005Net Income 2023: -$3,1272023Revenue 2024: $93,284Expenses 2024: $80,733Net Income 2024: $12,5512024Revenue 2025: $84,158Expenses 2025: $82,240Net Income 2025: $1,9182025

Highlighted filing

2025

Revenue$84,158
Expenses$82,240
Net Income$1,918
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,751
Liabilities
-
Net assets
$58,751
Revenue
$84,158
Expenses
$82,240
Net income
$1,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$58.8$58.8$84.2$82.2$1.92
2024Summary only. Only limited summary data is available for this year.$57.3$0.00$93.3$80.7$12.6
2023Summary only. Only limited summary data is available for this year.$44.8$0.00$94.9$98.0$3.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.9$47.9$55.4$43.4$12.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.8$35.8$37.1$41.1$3.99
2020Summary only. Only limited summary data is available for this year.$39.8$0.00$77.3$43.0$34.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.50$5.50$52.2$70.1$17.9
2018Detailed filing. Detailed filing data is available for this year.$23.4$23.4$63.3$65.9$2.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$26.0$50.9$63.9$13.0
2016Detailed filing. Detailed filing data is available for this year.$39.0$39.0$52.2$35.2$17.0
2015Detailed filing. Detailed filing data is available for this year.$22.1$22.1$39.3$28.2$11.1
2014Detailed filing. Detailed filing data is available for this year.$11.0$11.0$33.6$35.3$1.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$12.7$29.7$29.6$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$12.6$37.2$35.0$2.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 12, 2026
Return Version
2024v5.2
Gross Receipts
$94,572
Mission and Program Overview

Mission

The mission of the PTA is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership, and communication.

Program Services

DescriptionGrantsExpenses
PROVIDE BENEFITS AND SUPPORT TO STUDENTS AND FACULTY OF PHOEBE HEARST ELEMENTARY SCHOOL.$15,748$89,243
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIRK CABACUNGANTreasurer-$0--
AMANDA CURLEYSecretary-$0--
JULIE WOODPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$69,905$69,905$3,415$66,490
Total Events$69,905$69,905$10,414$59,491
Filing and Contact Details

Filer

Filer Name
Phoebe a Hearst Elementary Pta
EIN
95-6207597
Phone
2097622557
Address
6230 DEL CERRO BLVD, SAN DIEGO, CA 92120

Signing Officer

Name
Kirk Cabacungan
Title
Treasurer
Signed
2026-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Summit Financial Group Inc
Address
9340 Fuerte Dr Suite 207, La Mesa, CA 91941
Preparer
John Nadalet CPA
Phone
6196989760
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $161”

Other Expenses.1002

“Office Expenses $218”

Other Expenses.1003

“Information Technology $1405”

Other Expenses.1012

“Insurance $288”

Other Expenses.1

“FESTIVAL EXPENSES $19765”

Other Expenses.2

“Classroom programs $17598”

Other Expenses.3

“Art corps expenses $16323”

Other Expenses.4

“MINI GRANTS $15747”

Other Expenses.5

“Teacher appreciation $4573”

Other Expenses.6

“Social Event Expenses $3049”

Other Expenses.7

“WALK PROGRAM $1368”

Other Expenses.8

“Transaction Fees $788”

Other Expenses.9

“COUNCIL DUES $322”

Other Expenses.10

“health & safety $60”

Raw XML Appendix192 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06198605400
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092120
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057306
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06712
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01918
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0575
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057306
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IRS990EZ/FundraisingGrossIncomeAmt069905
IRS990EZ/GrossReceiptsAmt094572
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057306
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058751
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057306
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058751
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIRK CABACUNGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA CURLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-473
IRS990EZ/OtherExpensesTotalAmt081665
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of the PTA is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership, and communication.
IRS990EZ/ProgramServiceRevenueAmt017951
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE BENEFITS AND SUPPORT TO STUDENTS AND FACULTY OF PHOEBE HEARST ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015748
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089243
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010414
IRS990EZ/SpecialEventsNetIncomeLossAmt059491
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt082240
IRS990EZ/TotalProgramServiceExpensesAmt089243
IRS990EZ/TotalRevenueAmt084158
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06041
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05865
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031437
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt087856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt096158
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt086070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0374881
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0406318
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt094567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0102199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt094878
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070828
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043846
IRS990ScheduleA/Total509Grp/TotalAmt0406318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt094571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0102202
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt094878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043846
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0406325
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt02078
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt02078
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010414
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt069905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069905
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt059491
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04921
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04921
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03415
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FESTIVAL EXPENSES $19765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLASSROOM PROGRAMS $17598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ART CORPS EXPENSES $16323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MINI GRANTS $15747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TEACHER APPRECIATION $4573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Social Event Expenses $3049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WALK PROGRAM $1368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Transaction Fees $788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12COUNCIL DUES $322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13health & safety $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRK CABACUNGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOEBE A HEARST ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0956207597
ReturnHeader/Filer/PhoneNum02097622557
ReturnHeader/Filer/USAddress/AddressLine1Txt06230 DEL CERRO BLVD
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092120
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300886440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Summit Financial Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09340 Fuerte Dr Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091941
ReturnHeader/PreparerPersonGrp/PhoneNum06196989760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Nadalet CPA
ReturnHeader/ReturnTs02026-02-12T12:47:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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