Civic Intelligence

Helen Sperry Lea Foundation

990PF • Fiscal year 2024 • EIN 13-6161749

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 01, 2025

224 Sherman CanalVenice, CA 90291

(651) 216-7535

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-76%

Higher net margin than 6% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

50th percentile

3.2%

Faster asset growth than 50% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-9.5%

Faster revenue growth than 22% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,582,281

Up $49,747 (+3.2%) from 2023

Net Assets

Up

$1,582,281

Up $64,747 (+4.3%) from 2023

Liabilities

Down

$0

Down $15,000 (-100%) from 2023

Revenue

Down

$86,942

Down $9,088 (-9.5%) from 2023

Expenses

Down

$153,319

Down $21,364 (-12%) from 2023

Net Income

Up

-$66,377

Up $12,276 (+16%) from 2023

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,192,432Liabilities 2011: $02011Assets 2012: $2,136,895Liabilities 2012: $0Net Assets 2012: $2,136,8952012Assets 2013: $2,096,008Liabilities 2013: $0Net Assets 2013: $2,096,0082013Assets 2014: $2,084,880Liabilities 2014: $0Net Assets 2014: $2,084,8802014Assets 2015: $2,076,974Liabilities 2015: $0Net Assets 2015: $2,076,9742015Assets 2016: $1,965,472Liabilities 2016: $0Net Assets 2016: $1,965,4722016Assets 2017: $1,936,491Liabilities 2017: $0Net Assets 2017: $1,936,4912017Assets 2018: $1,865,888Liabilities 2018: $0Net Assets 2018: $1,865,8882018Assets 2019: $1,870,216Liabilities 2019: $0Net Assets 2019: $1,870,2162019Assets 2020: $1,652,556Liabilities 2020: $0Net Assets 2020: $1,652,5562020Assets 2021: $1,611,945Liabilities 2021: $0Net Assets 2021: $1,611,9452021Assets 2022: $1,449,454Liabilities 2022: $2,000Net Assets 2022: $1,447,4542022Assets 2023: $1,532,534Liabilities 2023: $15,000Net Assets 2023: $1,517,5342023Assets 2024: $1,582,281Liabilities 2024: $0Net Assets 2024: $1,582,2812024

Highlighted filing

2024

Assets$1,582,281
Liabilities$0
Net Assets$1,582,281

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $92,911Expenses 2011: $137,086Net Income 2011: -$44,1752011Expenses 2012: $147,1252012Revenue 2013: $105,384Expenses 2013: $146,271Net Income 2013: -$40,8872013Revenue 2014: $153,046Expenses 2014: $164,174Net Income 2014: -$11,1282014Revenue 2015: $158,476Expenses 2015: $166,382Net Income 2015: -$7,9062015Revenue 2016: $37,708Expenses 2016: $149,210Net Income 2016: -$111,5022016Revenue 2017: $127,393Expenses 2017: $156,374Net Income 2017: -$28,9812017Revenue 2018: $154,184Expenses 2018: $224,787Net Income 2018: -$70,6032018Revenue 2019: $83,279Expenses 2019: $155,364Net Income 2019: -$72,0852019Revenue 2020: -$63,594Expenses 2020: $25,468Net Income 2020: -$89,0622020Revenue 2021: $70,066Expenses 2021: $155,336Net Income 2021: -$85,2702021Revenue 2022: -$2,627Expenses 2022: $172,196Net Income 2022: -$174,8232022Revenue 2023: $96,030Expenses 2023: $174,683Net Income 2023: -$78,6532023Revenue 2024: $86,942Expenses 2024: $153,319Net Income 2024: -$66,3772024

Highlighted filing

2024

Revenue$86,942
Expenses$153,319
Net Income-$66,377
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 1, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
R BROOKE LEA IIPresident-$0--
EMILY FIELDSVice President-$0--
HELENA LEA-BASTILLEVice President-$0--
Filing and Contact Details

Filer

Filer Name
Helen Sperry Lea Foundation
EIN
13-6161749
In Care Of
% HELENA LEA-BASTILLE
Phone
6512167535
Address
224 SHERMAN CANAL, VENICE, CA 90291

Signing Officer

Name
Helena Lea-bastille
Title
Vice President
Phone
6512167535
Signed
2025-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Financial Planning Dept Inc
Address
301 Isthmus, Long Beach, CA 90803
Preparer
Kathleen Hansen
Phone
6192726221
Raw XML Appendix374 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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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0131124
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0R BROOKE LEA II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EMILY FIELDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HELENA LEA-BASTILLE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE WOODEN FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BRAVER ANGELS-INST FOR AM VALUES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MUSIC ACADEMY OF THE WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MASS AUDUBON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4HALLIE Q BROWN COMM CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5FRIEND OF THE MS RIVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6INTERACT CTR FOR VIS PERM ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7URBAN BOAT BUILDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8WALK IN COUNSELING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9SECOND HARVEST HEARTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10PROJECT FOR PRIDE IN LIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01810 N MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1420 LEXINGTON ABE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21070 FAIRWAY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3208 S GREAT LINCOLN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4270 N KENT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5101 5TH ST E 2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61850 W MINNEHAHA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72288 UNIVERSITY AVE 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82421 CHICAGO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt97101 WINNETKA AVE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10035 E FRANKLIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA ANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Santa Barbara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Lincoln
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Saint Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Saint Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAINT PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Saint Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301773
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd455102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd555101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd655104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd755114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd855404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd955428
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1055404
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0113066
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt0124688
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0133509
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0124066
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0133509
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0124066
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt03441
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt00APTOP AND SOFTWARE
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt03441
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0131124
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0REINVESTED DIVIDENDS AND PURCHASES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026940
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026940
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0963
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0963
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HELENA LEA-BASTILLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06512167535
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN SPERRY LEA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0136161749
ReturnHeader/Filer/InCareOfNm0% HELENA LEA-BASTILLE
ReturnHeader/Filer/PhoneNum06512167535
ReturnHeader/Filer/USAddress/AddressLine1Txt0224 SHERMAN CANAL
ReturnHeader/Filer/USAddress/CityNm0VENICE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090291
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330177866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial Planning Dept Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 Isthmus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Long Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090803
ReturnHeader/PreparerPersonGrp/PhoneNum06192726221
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN HANSEN
ReturnHeader/ReturnTs02025-04-10T18:25:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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.
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.09$0.15$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.02$1.52$0.10$0.17$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.00$0.17$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.07$0.16$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.06$0.03$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.08$0.16$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.15$0.22$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.13$0.16$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.04$0.15$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.15$0.16$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.11$0.15$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.15
2011Summary only. Only limited summary data is available for this year.$2.19$0.00$0.09$0.14$0.04