Civic Intelligence

Next Ten

990 • Fiscal year 2023 • EIN 20-2279217

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

345 California St Suite 600San Francisco, CA 94104

(415) 957-0202

Siviq Scores

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

Liabilities / Assets

44th percentile

0.04x

Higher debt load relative to assets than 44% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

47th percentile

0.07x

Higher debt load relative to revenue than 47% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

54th percentile

6.0%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$153,107

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

47th percentile

3.5%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-4.5%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,342,782

Up $45,402 (+3.5%) from 2022

Net Assets

Up

$1,288,674

Up $45,398 (+3.7%) from 2022

Liabilities

Up

$54,108

Up $4 (+0.0%) from 2022

Revenue

Down

$759,000

Down $36,000 (-4.5%) from 2022

Expenses

Down

$713,602

Down $158,914 (-18%) from 2022

Net Income

Up

$45,398

Up $122,914 (+159%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,183,532Liabilities 2010: $28,470Net Assets 2010: $1,155,0622010Assets 2011: $1,370,499Liabilities 2011: $9,241Net Assets 2011: $1,361,2582011Assets 2012: $1,218,091Liabilities 2012: $20,172Net Assets 2012: $1,197,9192012Assets 2013: $1,230,310Liabilities 2013: $26,255Net Assets 2013: $1,204,0552013Assets 2014: $1,183,938Liabilities 2014: $75,960Net Assets 2014: $1,107,9782014Assets 2015: $1,152,314Liabilities 2015: $23,107Net Assets 2015: $1,129,2072015Assets 2016: $1,186,187Liabilities 2016: $21,727Net Assets 2016: $1,164,4602016Assets 2017: $1,292,502Liabilities 2017: $23,547Net Assets 2017: $1,268,9552017Assets 2018: $1,284,299Liabilities 2018: $36,425Net Assets 2018: $1,247,8742018Assets 2019: $1,419,588Liabilities 2019: $33,737Net Assets 2019: $1,385,8512019Assets 2020: $1,275,625Liabilities 2020: $36,370Net Assets 2020: $1,239,2552020Assets 2021: $1,351,948Liabilities 2021: $36,370Net Assets 2021: $1,315,5782021Assets 2022: $1,297,380Liabilities 2022: $54,104Net Assets 2022: $1,243,2762022Assets 2023: $1,342,782Liabilities 2023: $54,108Net Assets 2023: $1,288,6742023Assets 2024: $1,316,801Liabilities 2024: $54,108Net Assets 2024: $1,262,6932024

Highlighted filing

2023

Assets$1,342,782
Liabilities$54,108
Net Assets$1,288,674

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,289,0672010Expenses 2011: $930,0122011Expenses 2012: $1,250,8392012Revenue 2013: $967,500Expenses 2013: $961,364Net Income 2013: $6,1362013Revenue 2014: $992,000Expenses 2014: $1,088,077Net Income 2014: -$96,0772014Revenue 2015: $968,959Expenses 2015: $947,730Net Income 2015: $21,2292015Revenue 2016: $1,016,309Expenses 2016: $981,056Net Income 2016: $35,2532016Revenue 2017: $1,097,503Expenses 2017: $993,008Net Income 2017: $104,4952017Revenue 2018: $1,132,500Expenses 2018: $1,153,581Net Income 2018: -$21,0812018Revenue 2019: $1,035,907Expenses 2019: $897,930Net Income 2019: $137,9772019Revenue 2020: $796,523Expenses 2020: $943,124Net Income 2020: -$146,6012020Revenue 2021: $1,011,234Expenses 2021: $935,445Net Income 2021: $75,7892021Revenue 2022: $795,000Expenses 2022: $872,516Net Income 2022: -$77,5162022Revenue 2023: $759,000Expenses 2023: $713,602Net Income 2023: $45,3982023Revenue 2024: $724,500Expenses 2024: $750,745Net Income 2024: -$26,2452024

Highlighted filing

2023

Revenue$759,000
Expenses$713,602
Net Income$45,398
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$759,000
Mission and Program Overview

Mission

Next ten is focused on innovation and intersection between the economy, the environment, and quality of life issues for all californians. We provide critical data to help inform the state's efforts to grow the economy and reduce global warming emissions. Next ten envisions an educated and engaged electorate that makes informed decisions about and participates actively in issues important to california's future. Next ten works to achieve this vision by:- commissioning research from leading experts on complex state issues.- creating and communicating highly accessible information through a portfolio of nonpartisan educational materials.- employing innovative "out of the box" means of engagement to ensure all californians have access to the political process.

Next ten is an independent nonpartisan organization that educates, engages, and empowers californians to improve the state's future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$1,100,000$1,100,000→ $0
Cash and Non-Interest-Bearing Accounts$133,385$174,704▲ $41,319
Land, Buildings, and Equipment, Net$2,838$6,406▲ $3,568
Prepaid Expenses and Deferred Charges$4,807$4,807→ $0
Total Assets$1,297,380$1,342,782▲ $45,402
Other Assets Total$56,350$56,865▲ $515
Liabilities
Accounts Payable and Accrued Expenses$54,104$54,108▲ $4
Total Liabilities$54,104$54,108▲ $4
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,243,276$1,288,674▲ $45,398
Total Net Assets Fund Balance$1,243,276$1,288,674▲ $45,398
Total Liabilities and Net Assets / Fund Balance$1,297,380$1,342,782▲ $45,402

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,899$52,243$56,142
Other Land Buildings$2,507$43,163$45,670
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcia PerryCFOFT$138,424$14,683$153,107

Board Members and Trustees

NameTitle
F Noel PerryPresident/director
Joanne RowningSecretary/director
Oliver CraryTreasurer/director

Highest Paid Contractors

ContractorServicesLocationCompensation
Regents Of The University Of Cal - BerkeIndependent Economic ResearchPO BOX 744695, Los Angeles, CA 90074-4695$113,932
Revenue and Support

Revenue Composition

Contributions and Grants
$759,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$759,000
Change in Net Assets
$45,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$378,567
Other Expenses$335,035
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$229,363--$229,363
Other Salaries and Wages$169,260$8,908-$178,168
Current Officers, Directors, Trustees, and Key Employees$38,277$114,830-$153,107
Occupancy$25,550$17,034-$42,584
Payroll Taxes$16,635$8,957-$25,592
Information Technology$14,159$2,467-$16,626
Fees for Services Accounting-$16,610-$16,610
Office Expenses$4,516$7,100-$11,616
Pension Plan Contributions$11,031$581-$11,612
Fees for Services Legal$8,736$1,542-$10,278
Other Employee Benefits$9,587$501-$10,088
Other Expenses-$4,937-$4,937
Travel-$1,752-$1,752
Depreciation Depletion-$1,269-$1,269
Total Functional Expenses$527,114$186,488$0$713,602
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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, Section A, Line 2

F. Noel perry and marcia perry have a family relationship.

Form 990, Part VI, Section B, Line 11B

The organization's officers and staff work with legal counsel to review form 990 prior to filing.

Form 990, Part VI, Section B, Line 12C

Next ten's conflict of interest policy covers all directors and officers. The organization is sufficiently small that interests that could give rise to a conflict are expected to be disclosed as they arise. Under the policy, an interested person has a duty to disclose actual or possible financial interests in any proposed transaction or arrangement. The board of directors makes a determination of whether any conflicts exist, and if one does, the board reviews the transaction. Any persons with a conflict are prohibited from participating in the board's deliberation and decisions in the transaction. While the board remains small enough for the organization to identify potential conflicts as they arise, the board may revise the conflict of interest policy to require annual disclosure of interests and to broaden the policy to include key employees.

Form 990, Part VI, Section C, Line 19

Next ten makes its conflict of interest policy available to all internal stakeholders, but the organization does not make the policy available to the public as it is not legally required to do so. Financial statements and governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Next Ten
EIN
20-2279217
Phone
4159570202
Address
345 CALIFORNIA ST SUITE 600, SAN FRANCISCO, CA 94104
Doing Business As
Next 10

Signing Officer

Name
Marcia Perry
Title
CFO
Phone
4159570202
Signed
2024-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
F Noel Perry
Formed
2005
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
3
Volunteers
3

Preparer

Firm
Moss Adams Llp
Address
805 SW BROADWAY STE 1400, PORTLAND, OR 97205
Preparer
Wendy Campos
Phone
5032421447
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Research consultants: program service expenses 192,577. Management and general expenses 0. Fundraising expenses 0. Total expenses 192,577. Design: program service expenses 36,786. Management and general expenses 0. Fundraising expenses 0. Total expenses 36,786.

Raw XML Appendix379 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/ProgSrvcAccomActy2Grp/Desc0GETTING TO IMPLEMENTATION: THE STATUS OF LOCAL CLIMATE ACTION IN CALIFORNIA: NOV 2023. THIS FREE REPORT WAS A RESEARCH EFFORT LED BY LOUISE BEDSWORTH AND HANNA PAYNE AT CLEE (CENTER FOR LAW ENERGY, & THE ENVIRONMENT), IN PARTNERSHIP WITH ILG (INSTITUTE FOR LOCAL GOVERNMENT), TO COMPREHENSIVELY SURVEY AND ASSESS THE STATE LOCAL CLIMATE ACTION IN CALIFORNIA. OVER THE PAST DECADE+, CITY AND STATE ACTION HAS DRIVEN MORE AGGRESSIVE CLIMATE ACTION.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CLIMATE ADAPTIVE URBANISM FOR THE SAN FRANCISCO BAYSHORE: SUMMER & FALL 2024. THIS RESEARCH EFFORT IS BEING LED BY PROFESSOR ZACHARY LAMB AND PROFESSOR ROB OLSHANSKY AT UC BERKELEY. THIS PROJECT WILL AIM TO EXPAND THE REALMS OF POSSIBLE ADAPTIVE URBANIZATION FOR THE BAY AREA AND BEYOND. BY CENTERING PROPERTY REGIMES THAT ARE ECOLOGICALLY-ADAPTIVE AND SUPPORTIVE OF COLLECTIVE ACTION, THE RESEARCHERS HOPE TO MAKE ALTERNATIVE APPROACHES TO PROPERTY CENTRAL TO EQUITY-CENTERED ADAPTATION PLANNING IN THE REGION. WE RECEIVED THE FIRST DRAFT IN MAY 2024 AND WILL RELEASE THE FINAL FREE REPORT IN FALL 2024.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES: CONTINUE TO MARKET AND MAINTAIN THE NONPARTISAN FREE ONLINE CALIFORNIA BUDGET TOOL AND CALIFORNIA CHOICES WEBSITE, WHICH PROVIDES FREE INFORMATION ON ALL THE PROPOSITION INFORMATION DURING THE ELECTION YEAR.
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0996234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0796523
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01020907
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt015000
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.88220
IRS990ScheduleA/PublicSupportTotal170Amt03757353
IRS990ScheduleA/SubstantialContributorsTotAmt0610311
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IRS990ScheduleA/TotalSupportAmt04367664
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt041617
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IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0165317
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IRS990ScheduleC/GrassrootsCeilingAmt0232583
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IRS990ScheduleC/LobbyingCeilingAmt0930332
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0132040
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0713602
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0713602
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt052243
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt056142
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02507
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt045670
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06406
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0F. NOEL PERRY AND MARCIA PERRY HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S OFFICERS AND STAFF WORK WITH LEGAL COUNSEL TO REVIEW FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEXT TEN'S CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS AND OFFICERS. THE ORGANIZATION IS SUFFICIENTLY SMALL THAT INTERESTS THAT COULD GIVE RISE TO A CONFLICT ARE EXPECTED TO BE DISCLOSED AS THEY ARISE. UNDER THE POLICY, AN INTERESTED PERSON HAS A DUTY TO DISCLOSE ACTUAL OR POSSIBLE FINANCIAL INTERESTS IN ANY PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD OF DIRECTORS MAKES A DETERMINATION OF WHETHER ANY CONFLICTS EXIST, AND IF ONE DOES, THE BOARD REVIEWS THE TRANSACTION. ANY PERSONS WITH A CONFLICT ARE PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATION AND DECISIONS IN THE TRANSACTION. WHILE THE BOARD REMAINS SMALL ENOUGH FOR THE ORGANIZATION TO IDENTIFY POTENTIAL CONFLICTS AS THEY ARISE, THE BOARD MAY REVISE THE CONFLICT OF INTEREST POLICY TO REQUIRE ANNUAL DISCLOSURE OF INTERESTS AND TO BROADEN THE POLICY TO INCLUDE KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NEXT TEN MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE TO ALL INTERNAL STAKEHOLDERS, BUT THE ORGANIZATION DOES NOT MAKE THE POLICY AVAILABLE TO THE PUBLIC AS IT IS NOT LEGALLY REQUIRED TO DO SO. FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 192,577. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 192,577. DESIGN: PROGRAM SERVICE EXPENSES 36,786. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,786.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01297380
IRS990/TotalAssetsEOYAmt01342782
IRS990/TotalAssetsGrp/BOYAmt01297380
IRS990/TotalAssetsGrp/EOYAmt01342782
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0759000
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0186488
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0527114
IRS990/TotalFunctionalExpensesGrp/TotalAmt0713602
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054104
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IRS990/TotalLiabilitiesGrp/BOYAmt054104
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IRS990/TotalOtherCompensationAmt014683
IRS990/TotalOtherProgSrvcExpenseAmt014312
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IRS990/TotalReportableCompFromOrgAmt0138424
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0759000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01297380
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01342782
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01752
IRS990/TravelGrp/TotalAmt01752
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0345 CALIFORNIA ST SUITE 600
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094104
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.NEXT10.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCIA PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04159570202
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEXT TEN
ReturnHeader/Filer/BusinessNameControlTxt0NEXT
ReturnHeader/Filer/EIN0202279217
ReturnHeader/Filer/PhoneNum04159570202
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 CALIFORNIA ST SUITE 600
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0805 SW BROADWAY STE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097205
ReturnHeader/PreparerPersonGrp/PhoneNum05032421447
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY CAMPOS
ReturnHeader/ReturnTs02024-11-01T13:25:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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.$1.32$0.05$1.26$0.72$0.75$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.05$1.29$0.76$0.71$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.05$1.24$0.80$0.87$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.04$1.32$1.01$0.94$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.04$1.24$0.80$0.94$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.03$1.39$1.04$0.90$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.04$1.25$1.13$1.15$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.02$1.27$1.10$0.99$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.02$1.16$1.02$0.98$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.02$1.13$0.97$0.95$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.08$1.11$0.99$1.09$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.03$1.20$0.97$0.96$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.02$1.20$1.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.01$1.36$0.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.03$1.16$1.29