Civic Intelligence

Seiu Local 2015 Long-Term Care Workers Health Trust

990 • Fiscal year 2018 • EIN 20-4570305

Jun 01, 2017 to May 31, 2018 • Filed on Feb 28, 2019

Organization ProfileN/A

View Organization Page

2910 Beverly BoulevardLos Angeles, CA 90057

(877) 698-5829

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

28th percentile

-1.7%

Higher net margin than 28% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$263,526

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

35th percentile

-2.6%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Flat

$9,238,548

Flat from 2018

Net Assets

Flat

$9,218,254

Flat from 2018

Liabilities

Flat

$20,294

Flat from 2018

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin28th percentile

Revenue

Flat

$8,642,844

Flat from 2018

Expenses

Flat

$8,791,884

Flat from 2018

Net Income

Flat

-$149,040

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,616,883Liabilities 2011: $3,772,394Net Assets 2011: $4,844,4892011Assets 2012: $12,095,580Liabilities 2012: $1,070,713Net Assets 2012: $11,024,8672012Assets 2013: $11,563,843Liabilities 2013: $1,014,681Net Assets 2013: $10,549,1622013Assets 2014: $10,151,116Liabilities 2014: $175,399Net Assets 2014: $9,975,7172014Assets 2015: $9,425,355Liabilities 2015: $21,031Net Assets 2015: $9,404,3242015Assets 2016: $9,175,619Liabilities 2016: $13,372Net Assets 2016: $9,162,2472016Assets 2017: $9,480,313Liabilities 2017: $13,573Net Assets 2017: $9,466,7402017Assets 2018: $9,238,548Liabilities 2018: $20,294Net Assets 2018: $9,218,2542018Assets 2018: $9,238,548Liabilities 2018: $20,294Net Assets 2018: $9,218,2542018Assets 2019: $9,693,684Liabilities 2019: $5,003Net Assets 2019: $9,688,6812019Assets 2020: $12,609,232Liabilities 2020: $15,102Net Assets 2020: $12,594,1302020Assets 2021: $14,114,996Liabilities 2021: $16,724Net Assets 2021: $14,098,2722021Assets 2022: $13,464,655Liabilities 2022: $20,783Net Assets 2022: $13,443,8722022Assets 2023: $13,320,395Liabilities 2023: $3,272Net Assets 2023: $13,317,1232023

Highlighted filing

2018

Assets$9,238,548
Liabilities$20,294
Net Assets$9,218,254
Open 2018 Filing

Operations Trend

Revenue Growth76th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $22,073,806Expenses 2011: $22,997,517Net Income 2011: -$923,7112011Expenses 2012: $15,346,1052012Revenue 2013: $11,984,164Expenses 2013: $12,459,869Net Income 2013: -$475,7052013Revenue 2014: $8,796,472Expenses 2014: $9,369,917Net Income 2014: -$573,4452014Revenue 2015: $3,229,770Expenses 2015: $3,801,163Net Income 2015: -$571,3932015Revenue 2016: $4,875,668Expenses 2016: $5,178,550Net Income 2016: -$302,8822016Revenue 2017: $7,437,676Expenses 2017: $7,221,125Net Income 2017: $216,5512017Revenue 2018: $8,642,844Expenses 2018: $8,791,884Net Income 2018: -$149,0402018Revenue 2018: $8,642,844Expenses 2018: $8,791,884Net Income 2018: -$149,0402018Revenue 2019: $8,802,291Expenses 2019: $8,573,386Net Income 2019: $228,9052019Revenue 2020: $12,038,106Expenses 2020: $8,942,640Net Income 2020: $3,095,4662020Revenue 2021: $9,546,191Expenses 2021: $9,123,155Net Income 2021: $423,0362021Revenue 2022: $10,449,440Expenses 2022: $9,511,740Net Income 2022: $937,7002022Revenue 2023: $11,203,637Expenses 2023: $10,760,408Net Income 2023: $443,2292023

Highlighted filing

2018

Revenue$8,642,844
Expenses$8,791,884
Net Income-$149,040
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Feb 28, 2019
Return Version
2017v2.3
Gross Receipts
$8,642,844
Mission and Program Overview

Mission

See schedule o for details.

The trust was established to maintain the long term care workers health plan. The plan was created for the exclusive benefit of eligible long term care workers. The plan provides health benefits (medical, dental, and vision) to participating employees in the in-home supportive services industry of california, whose employers are required, by contract, to pay contributions to the trust.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,387,722$8,457,504▲ $69,782
Savings and Temporary Cash Investments$281,395$78,340▼ $203,055
Accounts Receivable$133,561$45,796▼ $87,765
Prepaid Expenses and Deferred Charges$4,169$4,469▲ $300
Total Assets$9,480,313$9,238,548▼ $241,765
Other Assets Total$673,466$652,439▼ $21,027
Liabilities
Accounts Payable and Accrued Expenses$13,573$20,294▲ $6,721
Total Liabilities$13,573$20,294▲ $6,721
Net Assets / Fund Balance
Unrestricted Net Assets$9,466,740$9,218,254▼ $248,486
Total Net Assets Fund Balance$9,466,740$9,218,254▼ $248,486
Total Liabilities and Net Assets / Fund Balance$9,480,313$9,238,548▼ $241,765

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$652,439--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
Csekey TomTrustee$134,744$134,744

Board Members and Trustees

NameTitle
Werlin DavidChair
Butler LaphonzaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,470,078
Investment Income
$171,561
Other Revenue
$1,205
Change in Net Assets
$-149,040

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,642,844
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-99,446
Total Revenue per Audited Statements
$8,543,398
Total Revenue per Form 990
$8,642,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$219,942
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
Benefits to Members---$8,571,942
Fees for Services Legal---$86,497
Fees for Service Investment Mgmnt Fees---$30,791
Fees for Services Accounting---$20,000
Insurance---$18,077
Other Expenses---$1,546
Office Expenses---$1,021
Total Functional Expenses$0$0$0$8,791,884

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,791,884
Total Expenses per Audited Statements$8,791,884
Total Expenses per Form 990$8,791,884
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 B, Line 11B

“The trustee reviews the form 990 before filing the return with the internal revenue service.”

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

“Internal procedures include the continuous review of procedures to ensure compliance.”

Form 990, Part VI, Section C, Line 19

“The organization does not make any of its documents available to the general public.”

Filing and Contact Details

Filer

Filer Name
Long Term Care Workers Health Trust Fund
EIN
20-4570305
Phone
8776985829
Address
2910 BEVERLY BOULEVARD, LOS ANGELES, CA 90057

Signing Officer

Name
David Werlin
Title
Trustee
Phone
8776985829
Signed
2019-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Werlin
Formed
2006
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Jeffrey W Lewis CPA
Phone
2023319880
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan is intended to qualify under section 501(c) (9) of the internal revenue code and,therefore, is not subject to income tax. The plan obtained a favorable tax determination letter from the internal revenue service on january 4, 2008, stating that the plan, as then designed,was in compliance with the applicable requirements of the internal revenue code. The plan has also received a favorable tax determination letter from the state of california. The plan has been amended since receiving the determination letters. The plan sponsor believes that the plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the internal revenue code. Therefore, no provision for federal or california income taxes has been included in the plans financial statements. As of may 31, 2018, the statute of limitations for tax years 2014 through 2016 remains open with the u. S. Federal jurisdiction and the various states and local jurisdictions in which the plan files returns.”

Raw XML Appendix370 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/ActivityOrMissionDesc0THE TRUST WAS ESTABLISHED TO MAINTAIN THE LONG TERM CARE WORKERS HEALTH PLAN. THE PLAN WAS CREATED FOR THE EXCLUSIVE BENEFIT OF ELIGIBLE LONG TERM CARE WORKERS. THE PLAN PROVIDES HEALTH BENEFITS (MEDICAL, DENTAL, AND VISION) TO PARTICIPATING EMPLOYEES IN THE IN-HOME SUPPORTIVE SERVICES INDUSTRY OF CALIFORNIA, WHOSE EMPLOYERS ARE REQUIRED, BY CONTRACT, TO PAY CONTRIBUTIONS TO THE TRUST.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS INTENDED TO QUALIFY UNDER SECTION 501(C) (9) OF THE INTERNAL REVENUE CODE AND,THEREFORE, IS NOT SUBJECT TO INCOME TAX. THE PLAN OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ON JANUARY 4, 2008, STATING THAT THE PLAN, AS THEN DESIGNED,WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE PLAN HAS ALSO RECEIVED A FAVORABLE TAX DETERMINATION LETTER FROM THE STATE OF CALIFORNIA. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTERS. THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR FEDERAL OR CALIFORNIA INCOME TAXES HAS BEEN INCLUDED IN THE PLANS FINANCIAL STATEMENTS. AS OF MAY 31, 2018, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2014 THROUGH 2016 REMAINS OPEN WITH THE U. S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt19356
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BUTLER LAPHONZA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1WERLIN DAVID
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0263526
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1163229
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE REVIEWS THE FORM 990 BEFORE FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNAL PROCEDURES INCLUDE THE CONTINUOUS REVIEW OF PROCEDURES TO ENSURE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT MAKE ANY OF ITS DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEIU LOCAL 2015
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1COUNTY OF SAN BENITO - STATE OF CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2COUNTY OF SANTA CRUZ - STATE OF CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SEIU UNITED LONG-TERM CARE WORKERS LOCAL UNION NO 6434
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0474164197
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1260718017
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNITE MEMBERS INTO ONE ORG. FOR THE PURPOSE OF IMPROVING WORKING CONDITIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1UNITE MEMBERS INTO ONE ORG. FOR THE PURPOSE OF IMPROVING WORKING CONDITIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02910 BEVERLY BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12910 BEVERLY BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090057
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd190057
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09480313
IRS990/TotalAssetsEOYAmt09238548
IRS990/TotalAssetsGrp/BOYAmt09480313
IRS990/TotalAssetsGrp/EOYAmt09238548
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08791884
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013573
IRS990/TotalLiabilitiesEOYAmt020294
IRS990/TotalLiabilitiesGrp/BOYAmt013573
IRS990/TotalLiabilitiesGrp/EOYAmt020294
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09466740
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09218254
IRS990/TotalOtherCompensationAmt0121883
IRS990/TotalProgramServiceRevenueAmt08470078
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0171561
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08471283
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08642844
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09480313
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09238548
IRS990/TotReportableCompRltdOrgAmt0439616
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt09466740
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09218254
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02910 BEVERLY BOULEVARD
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090057
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WERLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08776985829
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONG TERM CARE WORKERS HEALTH TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0204570305
ReturnHeader/Filer/PhoneNum08776985829
ReturnHeader/Filer/USAddress/AddressLine1Txt02910 BEVERLY BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090057
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02D5B0BD3402E39B7C704900C7FC251DEED649B44
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02D5B0BD3402E39B7C704900C7FC251DEED649B44
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.43.98
ReturnHeader/FilingSecurityInformation/IPDt02019-02-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:24:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY W LEWIS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-28T12:25:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,238,548
Liabilities
$20,294
Net assets
$9,218,254
Revenue
$8,642,844
Expenses
$8,791,884
Net income
-$149,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$13.3$0.00$13.3$11.2$10.8$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.02$13.4$10.4$9.51$0.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.02$14.1$9.55$9.12$0.42
2020Summary only. Only limited summary data is available for this year.$12.6$0.02$12.6$12.0$8.94$3.10
2019Summary only. Only limited summary data is available for this year.$9.69$0.01$9.69$8.80$8.57$0.23
2018Detailed filing. Detailed filing data is available for this year.$9.24$0.02$9.22$8.64$8.79$0.15
2018Summary only. Only limited summary data is available for this year.$9.24$0.02$9.22$8.64$8.79$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.48$0.01$9.47$7.44$7.22$0.22
2016Summary only. Only limited summary data is available for this year.$9.18$0.01$9.16$4.88$5.18$0.30
2015Detailed filing. Detailed filing data is available for this year.$9.43$0.02$9.40$3.23$3.80$0.57
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.18$9.98$8.80$9.37$0.57
2013Summary only. Only limited summary data is available for this year.$11.6$1.01$10.5$12.0$12.5$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$1.07$11.0$15.3
2011Summary only. Only limited summary data is available for this year.$8.62$3.77$4.84$22.1$23.0$0.92