Civic Intelligence

San Diego Transit #1309 Security Fund Health & Welfare Plan

990 • Fiscal year 2019 • EIN 23-7029952

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileN/A

View Organization Page

1255 Imperial Avenue No 1000San Diego, CA 92101

(619) 236-4517

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.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

36th percentile

0.3%

Higher net margin than 36% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$304

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

45th percentile

6.5%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

2.8%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$4,844,225

Up $294,506 (+6.5%) from 2018

Net Assets

Up

$4,832,813

Up $287,693 (+6.3%) from 2018

Liabilities

Up

$11,412

Up $6,813 (+148%) from 2018

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin36th percentile

Revenue

Up

$8,102,298

Up $222,595 (+2.8%) from 2018

Expenses

Up

$8,079,146

Up $582,719 (+7.8%) from 2018

Net Income

Down

$23,152

Down $360,124 (-94%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,334,464Liabilities 2012: $1,009,172Net Assets 2012: $2,325,2922012Assets 2013: $3,828,290Liabilities 2013: $1,059,921Net Assets 2013: $2,768,3692013Assets 2014: $4,739,235Liabilities 2014: $1,613,169Net Assets 2014: $3,126,0662014Assets 2015: $4,127,467Liabilities 2015: $627,378Net Assets 2015: $3,500,0892015Assets 2016: $4,098,433Liabilities 2016: $43,341Net Assets 2016: $4,055,0922016Assets 2017: $4,372,347Liabilities 2017: $51,021Net Assets 2017: $4,321,3262017Assets 2018: $4,549,719Liabilities 2018: $4,599Net Assets 2018: $4,545,1202018Assets 2019: $4,844,225Liabilities 2019: $11,412Net Assets 2019: $4,832,8132019Assets 2020: $4,881,449Liabilities 2020: $374Net Assets 2020: $4,881,0752020Assets 2021: $5,231,688Liabilities 2021: $4,655Net Assets 2021: $5,227,0332021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$4,844,225
Liabilities$11,412
Net Assets$4,832,813
Open 2019 Filing

Operations Trend

Revenue Growth46th percentile

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

$10M$5.0M$0-$5.0MExpenses 2012: $6,172,7982012Revenue 2013: $6,906,715Expenses 2013: $6,464,778Net Income 2013: $441,9372013Revenue 2014: $6,926,353Expenses 2014: $6,652,899Net Income 2014: $273,4542014Revenue 2015: $7,246,122Expenses 2015: $6,653,667Net Income 2015: $592,4552015Revenue 2016: $7,255,580Expenses 2016: $6,774,024Net Income 2016: $481,5562016Revenue 2017: $7,864,109Expenses 2017: $7,768,497Net Income 2017: $95,6122017Revenue 2018: $7,879,703Expenses 2018: $7,496,427Net Income 2018: $383,2762018Revenue 2019: $8,102,298Expenses 2019: $8,079,146Net Income 2019: $23,1522019Revenue 2020: $7,971,114Expenses 2020: $8,016,549Net Income 2020: -$45,4352020Revenue 2021: $7,771,998Expenses 2021: $7,615,187Net Income 2021: $156,8112021Revenue 2022: $476,697Expenses 2022: $5,082,643Net Income 2022: -$4,605,9462022

Highlighted filing

2019

Revenue$8,102,298
Expenses$8,079,146
Net Income$23,152
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$8,102,298
Mission and Program Overview

Mission

To provide health, dental and prescription drug benefits to members and their dependents.

To provide health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,545,120$4,832,813▲ $287,693
Investments in Publicly Traded Securities$2,682,195$2,965,616▲ $283,421
Cash and Non-Interest-Bearing Accounts$904,537$879,372▼ $25,165
Accounts Receivable$692,236$634,634▼ $57,602
Savings and Temporary Cash Investments$268,549$337,751▲ $69,202
Prepaid Expenses and Deferred Charges$2,202$26,852▲ $24,650
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,549,719$4,844,225▲ $294,506
Liabilities
Accounts Payable and Accrued Expenses$4,599$11,412▲ $6,813
Total Liabilities$4,599$11,412▲ $6,813
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,545,120$4,832,813▲ $287,693
Total Liabilities and Net Assets / Fund Balance$4,549,719$4,844,225▲ $294,506
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
Johny SalazarUnion Trustee$304$304
Lisa FairUnion Trustee$200$200
Erik MadsenUnion Trustee$50$50

Board Members and Trustees

NameTitle
Jeff StumboManagement Trustee - Chair
Brendan ShannonManagement Trustee - Co-chair
Anthony BrydUnion Trustee
Brian LambUnion Trustee
RAUL 'KIKO' DIAZUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,998,652
Investment Income
$103,646
Other Revenue
$0
Change in Net Assets
$23,152

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,102,298
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$264,541
Total Revenue per Audited Statements
$8,366,839
Total Revenue per Form 990
$8,102,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,841
Salaries, Compensation, and Employee Benefits$554
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$7,880,751
Fees for Services Management---$115,786
Fees for Services Other---$33,521
Fees for Service Investment Mgmnt Fees---$15,564
Fees for Services Accounting---$10,290
Insurance---$5,927
Fees for Services Legal---$5,494
Current Officers, Directors, Trustees, and Key Employees---$554
Other Expenses---$-7
Total Functional Expenses$0$0$0$8,079,146

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,079,146
Total Expenses per Audited Statements$8,079,146
Total Expenses per Form 990$8,079,146
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization administrative and management duties, include accounting functions, collection of contributions and payments of medical benefits to various providers are through san diego metropolitan transit system.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the district.”

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

“The chair and the co-chari review the form.”

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

“The policy requires disclosure by the trustee of any relationships they or their families may have with any vendor or service provider.”

Form 990, Part VI, Section C, Line 18

“The form is available at the administrator's office.”

Form 990, Part VI, Section C, Line 19

“The documents, policies and financial statements are available at the trust office upon request by the public.”

FORM 990, PART VII, SECTION A, COLUMN E:

“The organization, which is an erisa employee benefits fund, is governed by an uncompensated board of trustees and has no officers or employees. The day to day management, administration and operation of this fund is provided by an administrator.”

FORM 990, PART VII, SECTION A, LINE 1A:

“The board of trustees are not compensated by the organization.”

Filing and Contact Details

Filer

Filer Name
SAN DIEGO TRANSIT #1309 SECURITY
EIN
23-7029952
Phone
6192364517
Address
1255 IMPERIAL AVENUE NO 1000, SAN DIEGO, CA 92101

Signing Officer

Name
Jeff Stumbo
Title
Chairman
Phone
6195574517
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Stumbo
Formed
1967
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
3
Employees
0
Volunteers
8

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Theresa Montgomery CPA
Phone
9254804000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization does not have a separate audit committee; however, the board of trustees have responsibility for oversight of the audit and the selection of independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The plan is exempt from income tax under section 501(c)(9) of the internal revenue code, and under section 23701(i) of the revenue and taxation code of the state of california. The plan has been amended since receiving the determination letter. Management and legal counsel believe that the plan is currently designed and being operated in compliance with the applicable requirements of the irc.”

Raw XML Appendix384 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND UNDER SECTION 23701(I) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. MANAGEMENT AND LEGAL COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt08079146
IRS990ScheduleD/TotalRevenuePerForm990Amt08102298
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08366839
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08079146
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ADMINISTRATIVE AND MANAGEMENT DUTIES, INCLUDE ACCOUNTING FUNCTIONS, COLLECTION OF CONTRIBUTIONS AND PAYMENTS OF MEDICAL BENEFITS TO VARIOUS PROVIDERS ARE THROUGH SAN DIEGO METROPOLITAN TRANSIT SYSTEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHAIR AND THE CO-CHARI REVIEW THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY REQUIRES DISCLOSURE BY THE TRUSTEE OF ANY RELATIONSHIPS THEY OR THEIR FAMILIES MAY HAVE WITH ANY VENDOR OR SERVICE PROVIDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM IS AVAILABLE AT THE ADMINISTRATOR'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE TRUST OFFICE UPON REQUEST BY THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION, WHICH IS AN ERISA EMPLOYEE BENEFITS FUND, IS GOVERNED BY AN UNCOMPENSATED BOARD OF TRUSTEES AND HAS NO OFFICERS OR EMPLOYEES. THE DAY TO DAY MANAGEMENT, ADMINISTRATION AND OPERATION OF THIS FUND IS PROVIDED BY AN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF TRUSTEES ARE NOT COMPENSATED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE; HOWEVER, THE BOARD OF TRUSTEES HAVE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION A, COLUMN E:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII, SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SAN DIEGO TRANSIT CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAN DIEGO TRANSIT IBEW 465 SECURITY FUND HEALTH & WELFARE PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01255 IMPERIAL AVENUE SUITE 1000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04549719
IRS990/TotalAssetsEOYAmt04844225
IRS990/TotalAssetsGrp/BOYAmt04549719
IRS990/TotalAssetsGrp/EOYAmt04844225
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08079146
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04599
IRS990/TotalLiabilitiesEOYAmt011412
IRS990/TotalLiabilitiesGrp/BOYAmt04599
IRS990/TotalLiabilitiesGrp/EOYAmt011412
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04545120
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04832813
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07998652
IRS990/TotalReportableCompFromOrgAmt0554
IRS990/TotalRevenueGrp/ExclusionAmt0103646
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07998652
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08102298
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04549719
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04844225
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01255 IMPERIAL AVENUE NO 1000
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092101
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF STUMBO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06195574517
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO TRANSIT #1309 SECURITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND HEALTH & WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0237029952
ReturnHeader/Filer/PhoneNum06192364517
ReturnHeader/Filer/USAddress/AddressLine1Txt01255 IMPERIAL AVENUE NO 1000
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0327E456370A643C83A1BB4325D39191A230D016A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.110.55.147
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:45:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03130 CROW CANYON PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945831386
ReturnHeader/PreparerPersonGrp/PhoneNum09254804000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA MONTGOMERY CPA
ReturnHeader/ReturnTs02020-11-16T14:45:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,844,225
Liabilities
$11,412
Net assets
$4,832,813
Revenue
$8,102,298
Expenses
$8,079,146
Net income
$23,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.48$5.08$4.61
2021Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$7.77$7.62$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$7.97$8.02$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.84$0.01$4.83$8.10$8.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$7.88$7.50$0.38
2017Detailed filing. Detailed filing data is available for this year.$4.37$0.05$4.32$7.86$7.77$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.10$0.04$4.06$7.26$6.77$0.48
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.63$3.50$7.25$6.65$0.59
2014Detailed filing. Detailed filing data is available for this year.$4.74$1.61$3.13$6.93$6.65$0.27
2013Detailed filing. Detailed filing data is available for this year.$3.83$1.06$2.77$6.91$6.46$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$1.01$2.33$6.17