Civic Intelligence

Apex Professional Services Inc.

990 • Fiscal year 2019 • EIN 01-0728655

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 01, 2020

PO Box 90936San Bernardino, CA 92427

(909) 648-7308

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

33rd percentile

-2.1%

Higher net margin than 33% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$143,760

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

28th percentile

-2.7%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$645,235

Down $17,746 (-2.7%) from 2018

Net Assets

Down

$635,707

Down $21,714 (-3.3%) from 2018

Liabilities

Up

$9,528

Up $3,968 (+71%) from 2018

Revenue

Down

$1,029,232

Down $171,814 (-14%) from 2018

Expenses

Down

$1,050,946

Down $222,996 (-18%) from 2018

Net Income

Up

-$21,714

Up $51,182 (+70%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $54,950Liabilities 2011: $44,602Net Assets 2011: $10,3482011Assets 2012: $95,153Liabilities 2012: $34,434Net Assets 2012: $60,7192012Assets 2013: $122,233Liabilities 2013: $21,147Net Assets 2013: $101,0862013Assets 2014: $174,302Liabilities 2014: $4,421Net Assets 2014: $169,8812014Assets 2015: $306,133Liabilities 2015: $733Net Assets 2015: $305,4002015Assets 2016: $626,578Liabilities 2016: $14,418Net Assets 2016: $612,1602016Assets 2017: $737,671Liabilities 2017: $7,354Net Assets 2017: $730,3172017Assets 2018: $662,981Liabilities 2018: $5,560Net Assets 2018: $657,4212018Assets 2019: $645,235Liabilities 2019: $9,528Net Assets 2019: $635,7072019Assets 2020: $692,319Liabilities 2020: $581Net Assets 2020: $691,7382020Assets 2021: $691,406Liabilities 2021: $1,001Net Assets 2021: $690,4052021Assets 2022: $723,015Liabilities 2022: $47Net Assets 2022: $722,9682022Assets 2023: $816,425Liabilities 2023: $930Net Assets 2023: $815,4952023Assets 2024: $933,082Liabilities 2024: $2,436Net Assets 2024: $930,6462024

Highlighted filing

2019

Assets$645,235
Liabilities$9,528
Net Assets$635,707

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $355,942Expenses 2011: $309,947Net Income 2011: $45,9952011Expenses 2012: $566,6182012Revenue 2013: $897,841Expenses 2013: $857,474Net Income 2013: $40,3672013Revenue 2014: $1,122,572Expenses 2014: $1,053,777Net Income 2014: $68,7952014Revenue 2015: $1,399,560Expenses 2015: $1,264,041Net Income 2015: $135,5192015Revenue 2016: $1,513,134Expenses 2016: $1,326,211Net Income 2016: $186,9232016Revenue 2017: $1,607,421Expenses 2017: $1,489,157Net Income 2017: $118,2642017Revenue 2018: $1,201,046Expenses 2018: $1,273,942Net Income 2018: -$72,8962018Revenue 2019: $1,029,232Expenses 2019: $1,050,946Net Income 2019: -$21,7142019Revenue 2020: $1,029,647Expenses 2020: $973,616Net Income 2020: $56,0312020Revenue 2021: $849,292Expenses 2021: $850,625Net Income 2021: -$1,3332021Revenue 2022: $970,201Expenses 2022: $937,638Net Income 2022: $32,5632022Revenue 2023: $1,257,028Expenses 2023: $1,164,501Net Income 2023: $92,5272023Revenue 2024: $1,480,086Expenses 2024: $1,364,935Net Income 2024: $115,1512024

Highlighted filing

2019

Revenue$1,029,232
Expenses$1,050,946
Net Income-$21,714
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 1, 2020
Return Version
2019v5.0
Gross Receipts
$1,029,232
Mission and Program Overview

Mission

To meet the individual needs of abused and neglected children. Our goal is to stabilize children by developing custom family plans and teaching foster families and biological parents how to develop coping skills and resources necessary for families to remain safe and healthy in their community. Our program delivery uses a wraparound approach. Wraparound is a philosphy and a planning process which identifies and works to create a custom fit of support and opportunity for the child and their family system. This is accomplished by being client and family centered, needs driven, strength based and flexible. The wraparound team supports foster children and families through culturally relevant, individualized, community based plans. The family plan is designed to ensure safety in the community and achievement of the child and family's vision and goals for their future.

To support forster children and their families to reduce multiple placements, give families voice and choice, to establish healthy connections, and facilitate family self-sufficiency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$549,337$505,936▼ $43,401
Accounts Receivable$90,401$100,591▲ $10,190
Land, Buildings, and Equipment, Net$14,977$31,091▲ $16,114
Prepaid Expenses and Deferred Charges$5,766$5,117▼ $649
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$662,981$645,235▼ $17,746
Other Assets Total$2,500$2,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,560$9,528▲ $3,968
Total Liabilities$5,560$9,528▲ $3,968
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$657,421$635,707▼ $21,714
Total Net Assets Fund Balance$657,421$635,707▼ $21,714
Total Liabilities and Net Assets / Fund Balance$662,981$645,235▼ $17,746

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$26,720$15,442$42,162
Other Land Buildings$4,371$6,301$10,672
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Paula MorganDirectorFT$143,760$143,760

Board Members and Trustees

NameTitle
Cheryl BurnettDirector
Esther WestonSecretary
Carla DumontTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,018,930
Investment Income
$5,747
Other Revenue
$4,555
Change in Net Assets
$-21,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$811,090
Salaries, Compensation, and Employee Benefits$239,856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$71,880$71,880-$143,760
Other Salaries and Wages-$46,857-$46,857
All Other Expenses$31,797$6,752-$38,549
Occupancy$22,056$3,892-$25,948
Pension Plan Contributions$12,000$12,000-$24,000
Insurance$19,837$3,817-$23,654
Payroll Taxes$5,614$8,422-$14,036
Other Expenses$11,535$2,036-$13,571
Other Employee Benefits$4,481$6,722-$11,203
Office Expenses$8,174$1,442-$9,616
Depreciation Depletion$5,651$997-$6,648
Advertising$2,646--$2,646
Interest-$3-$3
Total Functional Expenses$886,126$164,820$0$1,050,946
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The 990 process starts with a presentation by the tax preparer to the president of the organization. Once satisfied with the completion of the the 990, the draft will be made available to the board of directors and the board will make a recommendation that the 990 be filed with the internal revenue service.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Once the organization's complied financial statements have been accepted by the board of directors, they are maintained in the organization's office and available upon request. Once the form 990 is filed with the internal revenue service, public copies of the completed forms are uploaded to guidestar. The current year forms and other governing documents are available at the organization office upon request.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

UPON WRITTEN REQUEST.

Filing and Contact Details

Filer

Filer Name
Apex Professional Services
EIN
01-0728655
Phone
9096487308
Address
PO BOX 90936, SAN BERNARDINO, CA 92427

Signing Officer

Name
Paula Morgan
Title
Executive Director
Signed
2020-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paula Morgan
Formed
2006
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
5
Employees
2

Preparer

Firm
Elite Financial Solutions
Address
301 E FOOTHILL BLVD STE 201, ARCADIA, CA 91006
Preparer
William A Harris III
Phone
6262561400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

The audited financial statements were addressed to the Board of Directors.

Raw XML Appendix391 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.

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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04555
IRS990/OtherRevenueTotalAmt04555
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046857
IRS990/OtherSalariesAndWagesGrp/TotalAmt046857
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08422
IRS990/PayrollTaxesGrp/ProgramServicesAmt05614
IRS990/PayrollTaxesGrp/TotalAmt014036
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012000
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012000
IRS990/PensionPlanContributionsGrp/TotalAmt024000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05766
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05117
IRS990/PrincipalOfficerNm0PAULA MORGAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FOSTER CARE PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01018930
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01018930
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0415
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01044004
IRS990/PYProgramServiceRevenueAmt01198631
IRS990/PYRevenuesLessExpensesAmt0-72896
IRS990/PYSalariesCompEmpBnftPaidAmt0229938
IRS990/PYTotalExpensesAmt01273942
IRS990/PYTotalRevenueAmt01201046
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-21714
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01018930
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01200631
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01602207
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01513103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01399560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05715501
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt05715501
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01200631
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01602207
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01513103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01399560
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05715501
IRS990ScheduleA/TotalSupportAmt05715501
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt026720
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015442
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042162
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04371
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06301
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010672
IRS990ScheduleD/TotalBookValueLandBuildingsAmt031091
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 PROCESS STARTS WITH A PRESENTATION BY THE TAX PREPARER TO THE PRESIDENT OF THE ORGANIZATION. ONCE SATISFIED WITH THE COMPLETION OF THE THE 990, THE DRAFT WILL BE MADE AVAILABLE TO THE BOARD OF DIRECTORS AND THE BOARD WILL MAKE A RECOMMENDATION THAT THE 990 BE FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONCE THE ORGANIZATION'S COMPLIED FINANCIAL STATEMENTS HAVE BEEN ACCEPTED BY THE BOARD OF DIRECTORS, THEY ARE MAINTAINED IN THE ORGANIZATION'S OFFICE AND AVAILABLE UPON REQUEST. ONCE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE, PUBLIC COPIES OF THE COMPLETED FORMS ARE UPLOADED TO GUIDESTAR. THE CURRENT YEAR FORMS AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The audited financial statements were addressed to the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2: Change of Oversight or Selection Process
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0662981
IRS990/TotalAssetsEOYAmt0645235
IRS990/TotalAssetsGrp/BOYAmt0662981
IRS990/TotalAssetsGrp/EOYAmt0645235
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0164820
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0886126
IRS990/TotalFunctionalExpensesGrp/TotalAmt01050946
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05560
IRS990/TotalLiabilitiesEOYAmt09528
IRS990/TotalLiabilitiesGrp/BOYAmt05560
IRS990/TotalLiabilitiesGrp/EOYAmt09528
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0657421
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0635707
IRS990/TotalProgramServiceExpensesAmt0886126
IRS990/TotalProgramServiceRevenueAmt01018930
IRS990/TotalReportableCompFromOrgAmt0143760
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01029232
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01029232
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0662981
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0645235
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 90936
IRS990/USAddress/CityNm0SAN BERNARDINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092427
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.HARMONYHOMESFFA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APEX PROFESSIONAL SERVICES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA HARMONY HOMES FFA
ReturnHeader/Filer/BusinessNameControlTxt0APEX
ReturnHeader/Filer/EIN0010728655
ReturnHeader/Filer/PhoneNum09096487308
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 90936
ReturnHeader/Filer/USAddress/CityNm0SAN BERNARDINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092427
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208044652
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELITE FINANCIAL SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 E FOOTHILL BLVD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARCADIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091006
ReturnHeader/PreparerPersonGrp/PhoneNum06262561400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William A Harris III
ReturnHeader/ReturnTs02020-10-01T13:43:13-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$1.48$1.36$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.26$1.16$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.97$0.94$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.85$0.85$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$1.03$0.97$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.64$1.03$1.05$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.01$0.66$1.20$1.27$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.01$0.73$1.61$1.49$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.01$0.61$1.51$1.33$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$1.40$1.26$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.12$1.05$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.12$0.02$0.10$0.90$0.86$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.03$0.06$0.57
2011Summary only. Only limited summary data is available for this year.$0.05$0.04$0.01$0.36$0.31$0.05