Civic Intelligence

James Jordan Middle School

990 • Fiscal year 2014 • EIN 03-0557700

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 07, 2015

7911 Winnetka AveReseda, CA 91306

(818) 882-2496

Siviq Scores

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

Liabilities / Assets

64th percentile

0.24x

Higher debt load relative to assets than 64% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

50th percentile

0.11x

Higher debt load relative to revenue than 50% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

65th percentile

8.6%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$84,972

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

90th percentile

40%

Faster asset growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

26%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,360,955

Up $389,980 (+40%) from 2013

Net Assets

Up

$1,030,037

Up $261,174 (+34%) from 2013

Liabilities

Up

$330,918

Up $128,806 (+64%) from 2013

Revenue

Up

$3,042,670

Up $619,445 (+26%) from 2013

Expenses

Up

$2,781,496

Up $409,717 (+17%) from 2013

Net Income

Up

$261,174

Up $209,728 (+408%) from 2013

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $1,064,769Liabilities 2011: $454,089Net Assets 2011: $610,6802011Assets 2012: $1,034,957Liabilities 2012: $317,540Net Assets 2012: $717,4172012Assets 2013: $970,975Liabilities 2013: $202,112Net Assets 2013: $768,8632013Assets 2014: $1,360,955Liabilities 2014: $330,918Net Assets 2014: $1,030,0372014Assets 2015: $1,614,816Liabilities 2015: $160,313Net Assets 2015: $1,454,5032015Assets 2016: $2,283,692Liabilities 2016: $76,949Net Assets 2016: $2,206,7432016Assets 2017: $2,726,500Liabilities 2017: $84,503Net Assets 2017: $2,641,9972017Assets 2018: $3,136,384Liabilities 2018: $93,768Net Assets 2018: $3,042,6162018Assets 2019: $3,336,366Liabilities 2019: $135,462Net Assets 2019: $3,200,9042019Assets 2020: $3,904,505Liabilities 2020: $383,882Net Assets 2020: $3,520,6232020Assets 2021: $4,262,210Liabilities 2021: $177,232Net Assets 2021: $4,084,9782021Assets 2022: $5,023,416Liabilities 2022: $704,580Net Assets 2022: $4,318,8362022Assets 2023: $19,088,577Liabilities 2023: $15,357,122Net Assets 2023: $3,731,4552023Assets 2024: $18,827,502Liabilities 2024: $14,974,602Net Assets 2024: $3,852,9002024Assets 2025: $19,219,767Liabilities 2025: $14,197,371Net Assets 2025: $5,022,3962025

Highlighted filing

2014

Assets$1,360,955
Liabilities$330,918
Net Assets$1,030,037

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,328,191Expenses 2011: $2,002,583Net Income 2011: $325,6082011Expenses 2012: $2,145,3512012Revenue 2013: $2,423,225Expenses 2013: $2,371,779Net Income 2013: $51,4462013Revenue 2014: $3,042,670Expenses 2014: $2,781,496Net Income 2014: $261,1742014Revenue 2015: $3,781,828Expenses 2015: $3,357,362Net Income 2015: $424,4662015Revenue 2016: $4,733,085Expenses 2016: $3,980,845Net Income 2016: $752,2402016Revenue 2017: $4,806,985Expenses 2017: $4,371,731Net Income 2017: $435,2542017Revenue 2018: $5,077,665Expenses 2018: $4,677,046Net Income 2018: $400,6192018Revenue 2019: $5,341,883Expenses 2019: $5,183,595Net Income 2019: $158,2882019Revenue 2020: $5,592,558Expenses 2020: $5,272,839Net Income 2020: $319,7192020Revenue 2021: $6,625,166Expenses 2021: $6,060,811Net Income 2021: $564,3552021Revenue 2022: $6,957,848Expenses 2022: $6,723,990Net Income 2022: $233,8582022Revenue 2023: $8,263,518Expenses 2023: $8,850,899Net Income 2023: -$587,3812023Revenue 2024: $8,926,679Expenses 2024: $8,805,234Net Income 2024: $121,4452024Revenue 2025: $10,379,788Expenses 2025: $9,210,292Net Income 2025: $1,169,4962025

Highlighted filing

2014

Revenue$3,042,670
Expenses$2,781,496
Net Income$261,174
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 7, 2015
Return Version
2013v4.0
Gross Receipts
$3,042,670
Mission and Program Overview

Mission

James jordan middle school is a small learning community for middle school students in grades 6-8. The school is dedicated to the ideal that all students should be prepared to succeed at a four-year university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$721,068$615,821▼ $105,247
Land, Buildings, and Equipment, Net$45,753$428,144▲ $382,391
Cash and Non-Interest-Bearing Accounts$20,599$250,321▲ $229,722
Loans From Officers Directors$82,500--
Savings and Temporary Cash Investments$47,292$47,170▼ $122
Prepaid Expenses and Deferred Charges$40,691$19,499▼ $21,192
Total Assets$970,975$1,360,955▲ $389,980
Other Assets Total$95,572--
Liabilities
Unsecured Notes Loans Payable-$201,991-
Accounts Payable and Accrued Expenses$119,612$108,415▼ $11,197
Deferred Revenue-$20,512-
Total Liabilities$202,112$330,918▲ $128,806
Net Assets / Fund Balance
Unrestricted Net Assets$768,863$1,030,037▲ $261,174
Total Net Assets Fund Balance$768,863$1,030,037▲ $261,174
Total Liabilities and Net Assets / Fund Balance$970,975$1,360,955▲ $389,980

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$385,785$6,519$392,304
Equipment$24,281$40,362$64,643
Buildings$18,078$2,071$20,149
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Myranda MarshExecutive DiFT$73,671$11,301$84,972

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,991,048
Program Service Revenue
$0
Investment Income
$150
Other Revenue
$51,472
Change in Net Assets
$261,174

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,042,670
Total Revenue per Audited Statements
$3,042,670
Total Revenue per Form 990
$3,042,670
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,612,672
Other Expenses$1,168,824
Total Fundraising Expense$2,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,142,534$137,037-$1,279,571
Fees for Services Other$216,431$50,254-$266,685
Occupancy$177,806$44,452-$222,258
Other Employee Benefits$127,946$15,160-$143,106
Fees for Services Accounting-$78,065-$78,065
Current Officers, Directors, Trustees, and Key Employees$73,133--$73,133
Pension Plan Contributions$70,442--$70,442
Payroll Taxes$35,155$11,265-$46,420
Office Expenses$7,376$24,595-$31,971
Fees for Services Legal-$28,019-$28,019
All Other Expenses$5,931$17,087$2,008$25,026
Depreciation Depletion$15,945$3,986-$19,931
Insurance-$19,044-$19,044
Other Expenses$18,678--$18,678
Travel$11,156--$11,156
Interest-$7,084-$7,084
Advertising$2,480$620-$3,100
Total Functional Expenses$2,342,820$436,668$2,008$2,781,496

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,781,496
Total Expenses per Audited Statements$2,781,496
Total Expenses per Form 990$2,781,496
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
Loans from Officers, Directors, Trustees, and Key Employees$82,500--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

James jordan middle school hired a third-party service provider, excellent education development, to manage their financials.

Form 990, Page 6, Part VI, Line 11B

A copy of the form 990 is presented to the board for comments and/or approval prior to filing the form.

Form 990, Page 6, Part VI, Line 12C

In connection with any actual conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees considering the proposed transaction or arrangement. After disclosure of the financial interest and material facts, and after any discussion with the interested person, he/she shall leave the board of directors meeting while the determination of conflict of interest is discussed and voted upon. The remaining board members shall decide if a conflict of interest exists.

Form 990, Page 6, Part VI, Line 15A

The board contacted other charter schools of similar size and asked for comparative salaries. The board researched average compensation for similar positions via internet resources for state and national median.

Form 990, Page 6, Part VI, Line 15B

SAME AS ABOVE.

Form 990, Page 6, Part VI, Line 19

The documents are readily available to the public upon request.

Filing and Contact Details

Filer

EIN
03-0557700
Phone
8188822496

Signing Officer

Name
Dr Myranda Marsh
Title
Executive Director
Phone
8188822496
Signed
2015-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Myranda Marsh
Formed
2005
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
51
Volunteers
100

Preparer

Preparer
Wade Mcmullen CPA
Phone
6268577300
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

The school is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The school files informational returns in the u.s. Federal jurisdiction, and the state of california. The statute of limitations for federal and california state purposes is generally three and four years, respectively.

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IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt018078
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02071
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt020149
IRS990ScheduleD/EquipmentGrp/BookValueAmt024281
IRS990ScheduleD/EquipmentGrp/DepreciationAmt040362
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064643
IRS990ScheduleD/ExpensesSubtotalAmt02781496
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0385785
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06519
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0392304
IRS990ScheduleD/RevenueSubtotalAmt03042670
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0428144
IRS990ScheduleD/TotalExpensesPerForm990Amt02781496
IRS990ScheduleD/TotalRevenuePerForm990Amt03042670
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03042670
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02781496
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PUBLICIZES ITS POLICY IN ITS REGISTRATION MATERIALS AND DOCUMENTS USED TO SOLICIT STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NO RECORDS DOCUMENTING THAT SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE AWARDED ARE MAINTAINED AS THE SCHOOL PROVIDES NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2JAMES JORDAN MIDDLE SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAMES JORDAN MIDDLE SCHOOL HIRED A THIRD-PARTY SERVICE PROVIDER, EXCELLENT EDUCATION DEVELOPMENT, TO MANAGE THEIR FINANCIALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PRESENTED TO THE BOARD FOR COMMENTS AND/OR APPROVAL PRIOR TO FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN CONNECTION WITH ANY ACTUAL CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF DIRECTORS MEETING WHILE THE DETERMINATION OF CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD CONTACTED OTHER CHARTER SCHOOLS OF SIMILAR SIZE AND ASKED FOR COMPARATIVE SALARIES. THE BOARD RESEARCHED AVERAGE COMPENSATION FOR SIMILAR POSITIONS VIA INTERNET RESOURCES FOR STATE AND NATIONAL MEDIAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SAME AS ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0970975
IRS990/TotalAssetsEOYAmt01360955
IRS990/TotalAssetsGrp/BOYAmt0970975
IRS990/TotalAssetsGrp/EOYAmt01360955
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02991048
IRS990/TotalEmployeeCnt051
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02008
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0436668
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02342820
IRS990/TotalFunctionalExpensesGrp/TotalAmt02781496
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0202112
IRS990/TotalLiabilitiesEOYAmt0330918
IRS990/TotalLiabilitiesGrp/BOYAmt0202112
IRS990/TotalLiabilitiesGrp/EOYAmt0330918
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0768863
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01030037
IRS990/TotalOtherCompensationAmt011301
IRS990/TotalProgramServiceExpensesAmt02342820
IRS990/TotalReportableCompFromOrgAmt073671
IRS990/TotalRevenueGrp/ExclusionAmt0150
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt051472
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03042670
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0970975
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01360955
IRS990/TravelGrp/ProgramServicesAmt011156
IRS990/TravelGrp/TotalAmt011156
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0768863
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01030037
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0201991
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine107911 WINNETKA AVE
IRS990/USAddress/City0WINNETKA
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode091306
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0HTTP://WWW.JAMESJORDANMS.COM/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR MYRANDA MARSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08188822496
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10JAMES JORDAN MIDDLE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0030557700
ReturnHeader/Filer/PhoneNum08188822496
ReturnHeader/Filer/USAddress/AddressLine107911 WINNETKA AVE
ReturnHeader/Filer/USAddress/City0WINNETKA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952242818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10VICENTI LLOYD & STUTZMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102210 E ROUTE 66 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0917404676
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE MCMULLEN CPA
ReturnHeader/ReturnTs02015-01-30T12:09:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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.$19.2$14.2$5.02$10.4$9.21$1.17
2024Detailed filing. Detailed filing data is available for this year.$18.8$15.0$3.85$8.93$8.81$0.12
2023Detailed filing. Detailed filing data is available for this year.$19.1$15.4$3.73$8.26$8.85$0.59
2022Detailed filing. Detailed filing data is available for this year.$5.02$0.70$4.32$6.96$6.72$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.26$0.18$4.08$6.63$6.06$0.56
2020Detailed filing. Detailed filing data is available for this year.$3.90$0.38$3.52$5.59$5.27$0.32
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.14$3.20$5.34$5.18$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.09$3.04$5.08$4.68$0.40
2017Detailed filing. Detailed filing data is available for this year.$2.73$0.08$2.64$4.81$4.37$0.44
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.08$2.21$4.73$3.98$0.75
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.16$1.45$3.78$3.36$0.42
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.33$1.03$3.04$2.78$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.20$0.77$2.42$2.37$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.32$0.72$2.15
2011Summary only. Only limited summary data is available for this year.$1.06$0.45$0.61$2.33$2.00$0.33