Civic Intelligence

Fillman Foundation

990PF • Fiscal year 2024 • EIN 23-7065681

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 28, 2024

Organization Profile
PO Box 459Fair Oaks, CA 95628

(916) 631-4379

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-623%

Higher net margin than 2% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-45%

Faster asset growth than 12% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-88%

Faster revenue growth than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$17,596

Down $14,160 (-45%) from 2023

Net Assets

Down

$17,596

Down $14,160 (-45%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$2,273

Down $16,288 (-88%) from 2023

Expenses

Up

$16,433

Up $14,908 (+978%) from 2023

Net Income

Down

-$14,160

Down $31,196 (-183%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$40K$30K$20K$10K$0Assets 2021: $12,649Liabilities 2021: $0Net Assets 2021: $12,6492021Assets 2022: $14,720Liabilities 2022: $0Net Assets 2022: $14,7202022Assets 2023: $31,756Liabilities 2023: $0Net Assets 2023: $31,7562023Assets 2024: $17,596Liabilities 2024: $0Net Assets 2024: $17,5962024Assets 2025: $17,708Liabilities 2025: $0Net Assets 2025: $17,7082025

Highlighted filing

2024

Assets$17,596
Liabilities$0
Net Assets$17,596
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$20K$10K$0-$10K-$20KRevenue 2021: $12,296Expenses 2021: $12,010Net Income 2021: $2862021Revenue 2022: $10,071Expenses 2022: $8,000Net Income 2022: $2,0712022Revenue 2023: $18,561Expenses 2023: $1,525Net Income 2023: $17,0362023Revenue 2024: $2,273Expenses 2024: $16,433Net Income 2024: -$14,1602024Revenue 2025: $1,598Expenses 2025: $1,486Net Income 2025: $1122025

Highlighted filing

2024

Revenue$2,273
Expenses$16,433
Net Income-$14,160
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 28, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald L FillmanTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Fillman Foundation
EIN
23-7065681
Phone
9166314379
Address
PO Box 459, Fair Oaks, CA 95628

Signing Officer

Name
Donald L Fillman
Title
Trustee
Signed
2024-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Mora Chapman CPAs
Address
3941 Park Dr Ste 20 PMB 729, El Dorado Hills, CA 95762
Preparer
Alison Mora CPA MST
Phone
9166357421
Raw XML Appendix201 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0773
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0773
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0773
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0773
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-14160
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0773
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0773
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0773
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0773
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0773
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0773
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02273
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01433
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-14160
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017596
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt031756
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017596
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01115
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01115
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01115
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01126
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011
IRS990PF/DistributableAmountGrp/TotalTaxAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt011
IRS990PF/FMVAssetsEOYAmt017596
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt031756
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt017596
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt031756
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017596
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt017596
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt031756
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017596
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017596
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt031756
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017596
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt031756
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017596
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022871
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022871
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0343
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01126
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt022528
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022871
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Donald L Fillman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 459
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Fair Oaks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095628
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt015000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt015000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 459
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Fair Oaks
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095628
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Donald L Fillman
IRS990PF/StatementsRegardingActyGrp/PhoneNum09166314379
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Donald L Fillman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PLACERVILLE CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06831 MOTHER LODE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PLACERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095667
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt01115
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01115
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09781
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04728
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04728
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt042928
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013885
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07223
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09781
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013885
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047656
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033771
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEDERAL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REGISTRY FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donald L Fillman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fillman Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FILL
ReturnHeader/Filer/EIN0237065681
ReturnHeader/Filer/PhoneNum09166314379
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 459
ReturnHeader/Filer/USAddress/CityNm0Fair Oaks
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095628
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0384204008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mora Chapman CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03941 Park Dr Ste 20 PMB 729
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Dorado Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095762
ReturnHeader/PreparerPersonGrp/PhoneNum09166357421
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alison Mora CPA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-28T12:33:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,596
Liabilities
$0
Net assets
$17,596
Revenue
$2,273
Expenses
$16,433
Net income
-$14,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.60$1.49$0.11
2024Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$2.27$16.4$14.2
2023Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$18.6$1.53$17.0
2022Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$10.1$8.00$2.07
2021Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$12.3$12.0$0.29