Civic Intelligence

Cvhs Pep Boosters

990EZ • Fiscal year 2023 • EIN 03-0593877

May 01, 2022 to Apr 30, 2023 • Filed on Apr 02, 2024

P O Box 2371Mission Viejo, CA 92692

(949) 633-5053

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

53rd percentile

4.8%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

62nd percentile

8.9%

Faster asset growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$92,361

Up $7,518 (+8.9%) from 2022

Net Assets

Up

$92,361

Up $7,518 (+8.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$157,840

Up $15,204 (+11%) from 2022

Expenses

Up

$150,322

Up $10,541 (+7.5%) from 2022

Net Income

Up

$7,518

Up $4,663 (+163%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $18,723Liabilities 2012: $7,3802012Assets 2013: $37,704Liabilities 2013: $14,0202013Assets 2014: $18,534Liabilities 2014: $02014Assets 2015: $24,891Liabilities 2015: $02015Assets 2016: $40,799Liabilities 2016: $6,7972016Assets 2017: $44,628Liabilities 2017: $02017Assets 2018: $40,119Liabilities 2018: $02018Assets 2019: $55,543Liabilities 2019: $02019Assets 2020: $68,708Liabilities 2020: $02020Assets 2021: $81,988Liabilities 2021: $02021Assets 2022: $84,843Liabilities 2022: $0Net Assets 2022: $84,8432022Assets 2023: $92,361Liabilities 2023: $0Net Assets 2023: $92,3612023Assets 2024: $87,367Liabilities 2024: $7,746Net Assets 2024: $79,6212024Assets 2025: $120,489Net Assets 2025: $120,4892025

Highlighted filing

2023

Assets$92,361
Liabilities$0
Net Assets$92,361

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $128,152Expenses 2012: $128,654Net Income 2012: -$5022012Revenue 2013: $90,235Expenses 2013: $77,894Net Income 2013: $12,3412013Revenue 2014: $90,900Expenses 2014: $96,050Net Income 2014: -$5,1502014Revenue 2015: $68,832Expenses 2015: $62,475Net Income 2015: $6,3572015Revenue 2016: $99,896Expenses 2016: $90,785Net Income 2016: $9,1112016Revenue 2017: $102,729Expenses 2017: $91,653Net Income 2017: $11,0762017Revenue 2018: $95,425Expenses 2018: $99,934Net Income 2018: -$4,5092018Revenue 2019: $136,394Expenses 2019: $120,970Net Income 2019: $15,4242019Revenue 2020: $123,274Expenses 2020: $110,109Net Income 2020: $13,1652020Revenue 2021: $81,524Expenses 2021: $68,244Net Income 2021: $13,2802021Revenue 2022: $142,636Expenses 2022: $139,781Net Income 2022: $2,8552022Revenue 2023: $157,840Expenses 2023: $150,322Net Income 2023: $7,5182023Revenue 2024: $143,826Expenses 2024: $156,566Net Income 2024: -$12,7402024Revenue 2025: $168,381Expenses 2025: $127,513Net Income 2025: $40,8682025

Highlighted filing

2023

Revenue$157,840
Expenses$150,322
Net Income$7,518
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Apr 2, 2024
Return Version
2022v5.0
Gross Receipts
$169,221
Mission and Program Overview

Mission

The specific purpose of this corporation is to furnish moral, physical and financial support of CVHS Pep Squad activities; to foster and maintain school spirit among students, faculty, parents and the Capistrano Valley High School Community; to encourage the adult participation and assistance in promoting the Pep Squad teams of Capistrano Valley High School.

Program Services

DescriptionGrantsExpenses
The specific purpose of this corporation is to furnish moral, physical and financial support of CVHS Pep Squad activities; to foster and maintain school spirit among students, faculty, parents and the Capistrano Valley High School Community; to encourage the adult participation and assistance in promoting the Pep Squad teams of Capistrano Valley High School.-$141,467
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim MockTreasurerPT$0--
Tawny IsermanPresidentPT$0--
Melinda HelmsSecretary-$0--
Alison NormanVP Fundraising-$0--
Michelle WarrenVP Volunteers-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Banner$14,717$14,717$3,083$11,634
Cougar Clinic Football$8,746$8,746-$8,746
Total Events$23,463$23,463$3,083$20,380
Filing and Contact Details

Filer

Filer Name
Cvhs Pep Boosters
EIN
03-0593877
Phone
9496335053
Address
P O BOX 2371, MISSION VIEJO, CA 92692

Signing Officer

Name
Tawny Iserman
Title
President
Signed
2024-04-02
Discuss with paid preparer
Yes

Preparer

Firm
PutmanGroup
Address
9911 Irvine Center Drive Suite 100, Irvine, CA 92618
Preparer
Benjamin R Putman CPA CFP CDFA
Phone
9495026700
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $75

Other Expenses.1009

Depreciation $2435

Other Expenses.1012

Insurance $363

Other Expenses.1

Coaches Stipends $60824

Other Expenses.2

Camp/Uniform/Practice Wear Exp $48610

Other Expenses.3

Competition Expense $17440

Other Expenses.4

Spirit Wear, Accessories &Gift $5976

Other Expenses.5

Food and Snacks $4336

Other Expenses.6

Fundraising Expense $3988

Other Expenses.7

Try Outs $3249

Other Expenses.8

Music/Choreography $745

Other Expenses.9

Miscellaneous $287

Other Expenses.10

Bank Service Charge $268

Other Assets.1003

Machinery and Equipment - Beginning $9517 Machinery and Equipment - Ending $7082

Raw XML Appendix206 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/PersonNm0TAWNY ISERMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum09496335053
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 2371
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSION VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092692
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075326
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085279
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07518
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01726
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084843
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092361
IRS990EZ/FundraisingGrossIncomeAmt034099
IRS990EZ/GrossReceiptsAmt0169221
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0135113
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084843
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092361
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084843
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092361
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kim Mock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tawny Iserman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melinda Helms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alison Norman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michelle Warren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Volunteers
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09517
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07082
IRS990EZ/OtherExpensesTotalAmt0148596
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The specific purpose of this corporation is to furnish moral, physical and financial support of CVHS Pep Squad activities; to foster and maintain school spirit among students, faculty, parents and the Capistrano Valley High School Community; to encourage the adult participation and assistance in promoting the Pep Squad teams of Capistrano Valley High School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The specific purpose of this corporation is to furnish moral, physical and financial support of CVHS Pep Squad activities; to foster and maintain school spirit among students, faculty, parents and the Capistrano Valley High School Community; to encourage the adult participation and assistance in promoting the Pep Squad teams of Capistrano Valley High School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0141467
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011381
IRS990EZ/SpecialEventsNetIncomeLossAmt022718
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0150322
IRS990EZ/TotalProgramServiceExpensesAmt0141467
IRS990EZ/TotalRevenueAmt0157840
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0135113
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0123205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt085707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0108626
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0111580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0564231
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0564231
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0135113
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0123205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0108626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111580
IRS990ScheduleA/Total509Grp/TotalAmt0564231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0135122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0123206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0108630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0111585
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0564251
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03083
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Banner
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Cougar Clinic Football
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08746
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08746
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023463
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020380
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03083
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03083
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $2435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Coaches Stipends $60824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Camp/Uniform/Practice Wear Exp $48610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Competition Expense $17440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Spirit Wear, Accessories &Gift $5976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Food and Snacks $4336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fundraising Expense $3988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Try Outs $3249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Music/Choreography $745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous $287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank Service Charge $268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Machinery and Equipment - Beginning $9517 Machinery and Equipment - Ending $7082
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tawny Iserman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CVHS PEP BOOSTERS
ReturnHeader/Filer/BusinessNameControlTxt0CVHS
ReturnHeader/Filer/EIN0030593877
ReturnHeader/Filer/PhoneNum09496335053
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2371
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092692
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043694278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PutmanGroup
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09911 Irvine Center Drive Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09495026700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Benjamin R Putman CPA CFP CDFA
ReturnHeader/ReturnTs02024-04-02T11:33:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tawny
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Iserman
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

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.$1.20$1.20$1.68$1.28$0.41
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.08$0.80$1.44$1.57$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.58$1.50$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.43$1.40$0.03
2021Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.68$0.13
2020Summary only. Only limited summary data is available for this year.$0.69$0.00$1.23$1.10$0.13
2019Summary only. Only limited summary data is available for this year.$0.56$0.00$1.36$1.21$0.15
2018Summary only. Only limited summary data is available for this year.$0.40$0.00$0.95$1.00$0.05
2017Summary only. Only limited summary data is available for this year.$0.45$0.00$1.03$0.92$0.11
2016Summary only. Only limited summary data is available for this year.$0.41$0.07$1.00$0.91$0.09
2015Summary only. Only limited summary data is available for this year.$0.25$0.00$0.69$0.62$0.06
2014Summary only. Only limited summary data is available for this year.$0.19$0.00$0.91$0.96$0.05
2013Summary only. Only limited summary data is available for this year.$0.38$0.14$0.90$0.78$0.12
2012Summary only. Only limited summary data is available for this year.$0.19$0.07$1.28$1.29$0.01