Civic Intelligence

Ptsrk Foundation

990PF • Fiscal year 2022 • EIN 20-3960774

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 01, 2023

Organization Profile
100 Pringle Avenue Suite 310Walnut Creek, CA 94596

(925) 552-1400

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

23rd percentile

-15%

Higher net margin than 23% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

43rd percentile

-1.9%

Faster asset growth than 43% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-27%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,211,338

Down $42,453 (-1.9%) from 2021

Net Assets

Down

$2,211,338

Down $42,453 (-1.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin23rd percentile

Revenue

Down

$279,529

Down $102,012 (-27%) from 2021

Expenses

Down

$321,982

Down $60,827 (-16%) from 2021

Net Income

Down

-$42,453

Down $41,185 (-3248%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,820,189Liabilities 2011: $0Net Assets 2011: $2,820,1892011Assets 2012: $2,922,064Liabilities 2012: $02012Assets 2013: $2,935,069Liabilities 2013: $0Net Assets 2013: $2,935,0692013Assets 2014: $2,866,279Liabilities 2014: $0Net Assets 2014: $2,866,2792014Assets 2015: $2,774,075Liabilities 2015: $0Net Assets 2015: $2,774,0752015Assets 2016: $2,625,083Liabilities 2016: $0Net Assets 2016: $2,625,0832016Assets 2017: $2,405,054Liabilities 2017: $0Net Assets 2017: $2,405,0542017Assets 2018: $2,499,450Liabilities 2018: $0Net Assets 2018: $2,499,4502018Assets 2019: $2,477,193Liabilities 2019: $0Net Assets 2019: $2,477,1932019Assets 2020: $2,255,059Liabilities 2020: $0Net Assets 2020: $2,255,0592020Assets 2021: $2,253,791Liabilities 2021: $0Net Assets 2021: $2,253,7912021Assets 2022: $2,211,338Liabilities 2022: $0Net Assets 2022: $2,211,3382022Assets 2023: $2,063,948Liabilities 2023: $0Net Assets 2023: $2,063,9482023Assets 2024: $2,164,595Liabilities 2024: $0Net Assets 2024: $2,164,5952024

Highlighted filing

2022

Assets$2,211,338
Liabilities$0
Net Assets$2,211,338
Open 2022 Filing

Operations Trend

Revenue Growth21st percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $285,3042011Revenue 2012: $275,960Expenses 2012: $174,085Net Income 2012: $101,8752012Revenue 2013: $401,546Expenses 2013: $310,898Net Income 2013: $90,6482013Revenue 2014: $228,048Expenses 2014: $296,838Net Income 2014: -$68,7902014Revenue 2015: $150,408Expenses 2015: $249,612Net Income 2015: -$99,2042015Revenue 2016: $120,570Expenses 2016: $269,562Net Income 2016: -$148,9922016Revenue 2017: $243,848Expenses 2017: $463,877Net Income 2017: -$220,0292017Revenue 2018: $513,924Expenses 2018: $419,528Net Income 2018: $94,3962018Revenue 2019: $377,231Expenses 2019: $399,488Net Income 2019: -$22,2572019Revenue 2020: $183,692Expenses 2020: $405,826Net Income 2020: -$222,1342020Revenue 2021: $381,541Expenses 2021: $382,809Net Income 2021: -$1,2682021Revenue 2022: $279,529Expenses 2022: $321,982Net Income 2022: -$42,4532022Revenue 2023: $161,561Expenses 2023: $308,951Net Income 2023: -$147,3902023Revenue 2024: $408,754Expenses 2024: $308,107Net Income 2024: $100,6472024

Highlighted filing

2022

Revenue$279,529
Expenses$321,982
Net Income-$42,453
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSS KONINGSTEINChief Executive Officer-$0--
PATRISIA SPEZZAFERROSecretary/Chief Financial-$0--
Filing and Contact Details

Filer

Filer Name
Ptsrk Foundation
EIN
20-3960774
Phone
9255521400
Address
100 PRINGLE AVENUE SUITE 310, WALNUT CREEK, CA 94596

Signing Officer

Name
Ross Koningstein
Title
CEO
Phone
9255521400
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Goldstein Enright Accountancy Corp
Address
1277 TREAT BOULEVARD SUITE 600, WALNUT CREEK, CA 94597
Preparer
David K Woo
Phone
9255528200
Raw XML Appendix393 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/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09255521400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT CLEAN AIR TASK FORCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT GENERATION ATOMIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT REVIVE AND RESTORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT THE BREAKTHROUGH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT THIRD WAY INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT THE WISH BOOK FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CLEAN AIR TASK FORCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GENERATION ATOMIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2REVIVE AND RESTORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE BREAKTHROUGH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THIRD WAY INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WISH BOOK FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SECTION 501(C)3 ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1SECTION 501(C)3 ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2SECTION 501(C)3 ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3SECTION 501(C)3 ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4SECTION 501(C)3 ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5SECTION 501(C)3 ORG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0114 STATE STREET 6TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12801 21ST AVE S SUITE 210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2323 PINE STREET SUITE D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3436 14TH STREET SUITE 820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41025 CONNECTICUT AVENUE NW SUITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54 N 2ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAUSALITO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155407
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294965
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd595113
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0295000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0184047
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0184047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0148619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0199038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0181504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0202695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0241654
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0241654
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0842809
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0110953
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0148619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0199038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0181504
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0202695
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0295000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0110953
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01084463
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0973510
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ROSS KONINGSTEINPATRISIA SPEZZAFERRO
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0100 PRINGLE AVE STE 310
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WALNUT CREEK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094596
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt014537
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0380
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS-IN-TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt021
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES & EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014437
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014437
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt199
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ROSS KONINGSTEIN PATRISIA SPEZZAFER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0100 PRINGLE AVE STE 310
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WALNUT CREEK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094596
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt12346
TaxesSchedule/TaxesDetail/Amt210000
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12346
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSS KONINGSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09255521400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTSRK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PTSR
ReturnHeader/Filer/EIN0203960774
ReturnHeader/Filer/PhoneNum09255521400
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 PRINGLE AVENUE SUITE 310
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094596
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942849711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDSTEIN ENRIGHT ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01277 TREAT BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094597
ReturnHeader/PreparerPersonGrp/PhoneNum09255528200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID K WOO
ReturnHeader/ReturnTs02023-11-06T19:19:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROSS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KONINGSTEIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,211,338
Liabilities
$0
Net assets
$2,211,338
Revenue
$279,529
Expenses
$321,982
Net income
-$42,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.41$0.31$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.16$0.31$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.28$0.32$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.38$0.38$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.18$0.41$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.38$0.40$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.51$0.42$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.24$0.46$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.12$0.27$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.15$0.25$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.23$0.30$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.40$0.31$0.09
2012Summary only. Only limited summary data is available for this year.$2.92$0.00$0.28$0.17$0.10
2011Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.29