Civic Intelligence

Beta XI Inc

990 • Fiscal year 2016 • EIN 13-3053271

Jun 01, 2015 to May 31, 2016 • Filed on Nov 10, 2016

256 Calle Le MesaMoraga, CA 94556

(925) 217-7772

Siviq Scores

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

Liabilities / Assets

61st percentile

0.36x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

2.61x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2016

Net Margin

63rd percentile

35%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2016 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2016

Asset Growth

72nd percentile

2.8%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

0.5%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,844,197

Up $50,456 (+2.8%) from 2015

Net Assets

Up

$1,184,293

Up $89,171 (+8.1%) from 2015

Liabilities

Down

$659,904

Down $38,715 (-5.5%) from 2015

Revenue

Up

$252,587

Up $1,155 (+0.5%) from 2015

Expenses

Down

$163,416

Down $19,462 (-11%) from 2015

Net Income

Up

$89,171

Up $20,617 (+30%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,682,248Liabilities 2012: $759,411Net Assets 2012: $922,8372012Assets 2013: $1,712,246Liabilities 2013: $739,862Net Assets 2013: $972,3842013Assets 2014: $1,757,643Liabilities 2014: $731,075Net Assets 2014: $1,026,5682014Assets 2015: $1,793,741Liabilities 2015: $698,619Net Assets 2015: $1,095,1222015Assets 2016: $1,844,197Liabilities 2016: $659,904Net Assets 2016: $1,184,2932016Assets 2017: $1,849,697Liabilities 2017: $607,189Net Assets 2017: $1,242,5082017Assets 2018: $1,900,921Liabilities 2018: $577,279Net Assets 2018: $1,323,6422018Assets 2019: $1,913,129Liabilities 2019: $529,366Net Assets 2019: $1,383,7632019Assets 2020: $1,898,558Liabilities 2020: $468,582Net Assets 2020: $1,429,9762020Assets 2021: $1,796,039Liabilities 2021: $403,954Net Assets 2021: $1,392,0852021Assets 2022: $1,783,174Liabilities 2022: $365,469Net Assets 2022: $1,417,7052022Assets 2023: $1,793,600Liabilities 2023: $312,721Net Assets 2023: $1,480,8792023Assets 2024: $1,774,715Liabilities 2024: $256,934Net Assets 2024: $1,517,7812024

Highlighted filing

2016

Assets$1,844,197
Liabilities$659,904
Net Assets$1,184,293

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $53,721Expenses 2012: $0Net Income 2012: $53,7212012Revenue 2013: $18,777Expenses 2013: $0Net Income 2013: $18,7772013Revenue 2014: $67,471Expenses 2014: $0Net Income 2014: $67,4712014Revenue 2015: $251,432Expenses 2015: $182,878Net Income 2015: $68,5542015Revenue 2016: $252,587Expenses 2016: $163,416Net Income 2016: $89,1712016Revenue 2017: $252,347Expenses 2017: $194,132Net Income 2017: $58,2152017Revenue 2018: $288,389Expenses 2018: $207,255Net Income 2018: $81,1342018Revenue 2019: $260,936Expenses 2019: $200,815Net Income 2019: $60,1212019Revenue 2020: $258,320Expenses 2020: $212,107Net Income 2020: $46,2132020Revenue 2021: $187,773Expenses 2021: $225,664Net Income 2021: -$37,8912021Revenue 2022: $257,084Expenses 2022: $229,457Net Income 2022: $27,6272022Revenue 2023: $290,865Expenses 2023: $227,691Net Income 2023: $63,1742023Revenue 2024: $297,610Expenses 2024: $260,708Net Income 2024: $36,9022024

Highlighted filing

2016

Revenue$252,587
Expenses$163,416
Net Income$89,171
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Nov 10, 2016
Return Version
2015v2.0
Gross Receipts
$252,587
Mission and Program Overview

Mission

To oversee the operations of a college boarding house & provide guidance as needed

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,611,793$1,609,859▼ $1,934
Rtn Earn Endowment Incm Other Fnds$1,095,122$1,184,293▲ $89,171
Cash and Non-Interest-Bearing Accounts$156,842$209,232▲ $52,390
Intangible Assets$25,106$25,106→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,793,741$1,844,197▲ $50,456
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$666,927$623,632▼ $43,295
Other Liabilities$31,692$36,272▲ $4,580
Total Liabilities$698,619$659,904▼ $38,715
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,095,122$1,184,293▲ $89,171
Total Liabilities and Net Assets / Fund Balance$1,793,741$1,844,197▲ $50,456

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,075,000-$1,075,000
Leasehold Improvements$485,986-$485,986
Other Land Buildings$48,873$4,536$53,409
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ronald H KahnPresident
Curtis TongueDirector
Peter WeissDirector
William SchneiderDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$50
Program Service Revenue
$252,530
Investment Income
$7
Other Revenue
$0
All Other Contributions
$50
Change in Net Assets
$89,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$163,416
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$26,816$20-$26,836
Interest$22,200--$22,200
Fees for Services Management$16,586--$16,586
Other Expenses$14,839--$14,839
Insurance$11,478--$11,478
Fees for Services Other$4,257--$4,257
Fees for Services Accounting$3,450--$3,450
Depreciation Depletion---$1,934
Total Functional Expenses$161,462$20$0$163,416
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$36,271
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
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

No review was or will be conducted.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Beta Xi Inc
EIN
13-3053271
Phone
9252177772
Address
256 CALLE LE MESA, Moraga, CA 94556

Signing Officer

Name
Ronald H Kahn
Title
President
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald H Kahn
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Goldberg Gluck & Associates CPAs LLP
Address
950 Tower Ln Ste 110, Foster City, CA 94404
Preparer
Samuel H Gluck CPA
Phone
6508379800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

ALARM: Column (A) - Total = $2356; Column (B) - Program Services = $2356; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BANK CHARGE: Column (A) - Total = $211; Column (B) - Program Services = $211; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

GRADUATE RELATIONS: Column (A) - Total = $3557; Column (B) - Program Services = $3557; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

LANDSCAPE: Column (A) - Total = $2130; Column (B) - Program Services = $2130; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

LEASING FEE: Column (A) - Total = $4682; Column (B) - Program Services = $4682; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PARKING LEASE FEES: Column (A) - Total = $316; Column (B) - Program Services = $316; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

RESIDENT MANAGER: Column (A) - Total = $1650; Column (B) - Program Services = $1650; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TAXES-STATE: Column (A) - Total = $20; Column (B) - Program Services = $0; Column (C) - Management & General = $20; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

UTILITIES-CABLE TV: Column (A) - Total = $1964; Column (B) - Program Services = $1964; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

UTILITIES-GARBAGE & RECYCLING: Column (A) - Total = $2965; Column (B) - Program Services = $2965; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

UTILITIES-INTERNET: Column (A) - Total = $2686; Column (B) - Program Services = $2686; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

UTILITIES-TELEPHONE: Column (A) - Total = $222; Column (B) - Program Services = $222; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

UTILITIES-WATER: Column (A) - Total = $4077; Column (B) - Program Services = $4077; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Raw XML Appendix376 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/PYOtherExpensesAmt0182878
IRS990/PYProgramServiceRevenueAmt0251232
IRS990/PYRevenuesLessExpensesAmt068554
IRS990/PYTotalExpensesAmt0182878
IRS990/PYTotalRevenueAmt0251432
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt089171
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0252530
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01095122
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01184293
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01075000
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01075000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0485986
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0485986
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt048873
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04536
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt053409
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt036271
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01609859
IRS990ScheduleD/TotalLiabilityAmt036272
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALARM: Column (A) - Total = $2356; Column (B) - Program Services = $2356; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGE: Column (A) - Total = $211; Column (B) - Program Services = $211; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRADUATE RELATIONS: Column (A) - Total = $3557; Column (B) - Program Services = $3557; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LANDSCAPE: Column (A) - Total = $2130; Column (B) - Program Services = $2130; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LEASING FEE: Column (A) - Total = $4682; Column (B) - Program Services = $4682; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PARKING LEASE FEES: Column (A) - Total = $316; Column (B) - Program Services = $316; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RESIDENT MANAGER: Column (A) - Total = $1650; Column (B) - Program Services = $1650; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAXES-STATE: Column (A) - Total = $20; Column (B) - Program Services = $0; Column (C) - Management & General = $20; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10UTILITIES-CABLE TV: Column (A) - Total = $1964; Column (B) - Program Services = $1964; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11UTILITIES-GARBAGE & RECYCLING: Column (A) - Total = $2965; Column (B) - Program Services = $2965; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12UTILITIES-INTERNET: Column (A) - Total = $2686; Column (B) - Program Services = $2686; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13UTILITIES-TELEPHONE: Column (A) - Total = $222; Column (B) - Program Services = $222; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14UTILITIES-WATER: Column (A) - Total = $4077; Column (B) - Program Services = $4077; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01793741
IRS990/TotalAssetsEOYAmt01844197
IRS990/TotalAssetsGrp/BOYAmt01793741
IRS990/TotalAssetsGrp/EOYAmt01844197
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt050
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0161462
IRS990/TotalFunctionalExpensesGrp/TotalAmt0163416
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0698619
IRS990/TotalLiabilitiesEOYAmt0659904
IRS990/TotalLiabilitiesGrp/BOYAmt0698619
IRS990/TotalLiabilitiesGrp/EOYAmt0659904
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01095122
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01184293
IRS990/TotalProgramServiceExpensesAmt0161462
IRS990/TotalProgramServiceRevenueAmt0252530
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0252537
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0252587
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01793741
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01844197
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0C/O 256 CALLE LE MESA
IRS990/USAddress/CityNm0MORAGA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0945561646
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD H KAHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA XI INC
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0133053271
ReturnHeader/Filer/PhoneNum09252177772
ReturnHeader/Filer/USAddress/AddressLine1Txt0256 CALLE LE MESA
ReturnHeader/Filer/USAddress/CityNm0Moraga
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094556
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goldberg Gluck & Associates CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 Tower Ln Ste 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Foster City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094404
ReturnHeader/PreparerPersonGrp/PhoneNum06508379800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL H GLUCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-10T15:09:10-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.26$1.52$0.30$0.26$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.31$1.48$0.29$0.23$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.37$1.42$0.26$0.23$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.40$1.39$0.19$0.23$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.47$1.43$0.26$0.21$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.53$1.38$0.26$0.20$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.58$1.32$0.29$0.21$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.61$1.24$0.25$0.19$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.66$1.18$0.25$0.16$0.09
2015Summary only. Only limited summary data is available for this year.$1.79$0.70$1.10$0.25$0.18$0.07
2014Summary only. Only limited summary data is available for this year.$1.76$0.73$1.03$0.07$0.00$0.07
2013Summary only. Only limited summary data is available for this year.$1.71$0.74$0.97$0.02$0.00$0.02
2012Summary only. Only limited summary data is available for this year.$1.68$0.76$0.92$0.05$0.00$0.05