Civic Intelligence

San Diego Transit Ibew #465 Security Fund Health and Welfare Plan

990 • Fiscal year 2016 • EIN 23-7444436

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 04, 2017

Organization ProfileN/A

View Organization Page

1255 Imperial Avenue No 1000San Diego, CA 92101

(619) 557-4517

Siviq Scores

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

Liabilities / Assets

50th percentile

0.01x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

47th percentile

0.01x

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

67th percentile

9.4%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

2.4%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,747,080

Up $149,762 (+9.4%) from 2015

Net Assets

Up

$1,728,102

Up $317,462 (+23%) from 2015

Liabilities

Down

$18,978

Down $167,700 (-90%) from 2015

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin70th percentile

Revenue

Up

$2,316,866

Up $53,453 (+2.4%) from 2015

Expenses

Down

$2,032,086

Down $86,236 (-4.1%) from 2015

Net Income

Up

$284,780

Up $139,689 (+96%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,658,770Liabilities 2012: $7,549Net Assets 2012: $1,651,2212012Assets 2013: $1,660,090Liabilities 2013: $174,358Net Assets 2013: $1,485,7322013Assets 2014: $1,670,286Liabilities 2014: $338,293Net Assets 2014: $1,331,9932014Assets 2015: $1,597,318Liabilities 2015: $186,678Net Assets 2015: $1,410,6402015Assets 2016: $1,747,080Liabilities 2016: $18,978Net Assets 2016: $1,728,1022016Assets 2017: $1,916,734Liabilities 2017: $18,291Net Assets 2017: $1,898,4432017Assets 2018: $1,994,297Liabilities 2018: $852Net Assets 2018: $1,993,4452018Assets 2019: $2,221,317Liabilities 2019: $9,176Net Assets 2019: $2,212,1412019Assets 2020: $2,349,845Liabilities 2020: $475Net Assets 2020: $2,349,3702020Assets 2021: $2,442,263Liabilities 2021: $4,800Net Assets 2021: $2,437,4632021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$1,747,080
Liabilities$18,978
Net Assets$1,728,102
Open 2016 Filing

Operations Trend

Revenue Growth51st percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2012: $1,894,3432012Revenue 2013: $1,880,244Expenses 2013: $2,042,080Net Income 2013: -$161,8362013Revenue 2014: $2,081,401Expenses 2014: $2,244,567Net Income 2014: -$163,1662014Revenue 2015: $2,263,413Expenses 2015: $2,118,322Net Income 2015: $145,0912015Revenue 2016: $2,316,866Expenses 2016: $2,032,086Net Income 2016: $284,7802016Revenue 2017: $2,405,819Expenses 2017: $2,308,367Net Income 2017: $97,4522017Revenue 2018: $2,430,563Expenses 2018: $2,272,529Net Income 2018: $158,0342018Revenue 2019: $2,522,798Expenses 2019: $2,416,970Net Income 2019: $105,8282019Revenue 2020: $2,568,426Expenses 2020: $2,475,659Net Income 2020: $92,7672020Revenue 2021: $2,514,285Expenses 2021: $2,496,047Net Income 2021: $18,2382021Revenue 2022: $768,441Expenses 2022: $2,517,185Net Income 2022: -$1,748,7442022

Highlighted filing

2016

Revenue$2,316,866
Expenses$2,032,086
Net Income$284,780
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 4, 2017
Return Version
2016v3.0
Gross Receipts
$2,316,866
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$1,410,640$1,728,102▲ $317,462
Investments in Publicly Traded Securities$1,002,252$1,060,313▲ $58,061
Cash and Non-Interest-Bearing Accounts$265,986$389,896▲ $123,910
Accounts Receivable$329,080$183,210▼ $145,870
Savings and Temporary Cash Investments-$113,075-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,597,318$1,747,080▲ $149,762
Other Assets Total$0$586▲ $586
Liabilities
Other Liabilities$183,832$0▼ $183,832
Accounts Payable and Accrued Expenses$2,846$18,978▲ $16,132
Total Liabilities$186,678$18,978▼ $167,700
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,410,640$1,728,102▲ $317,462
Total Liabilities and Net Assets / Fund Balance$1,597,318$1,747,080▲ $149,762
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Jeff StumboManagement Trustee - Chair
Bree WilcoxManagement Trustee
Brendan ShannonManagement Trustee
Brian LambUnion Trustee
Joshua PalechekUnion Trustee
Raul Kiko DiazUnion Trustee
MIKE O'MALLEYUnion Trustee (alternate)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,291,332
Investment Income
$25,534
Other Revenue
$0
Change in Net Assets
$284,780

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,311,150
Revenue Not Reported on Financial Statements
$5,716
Revenue Not Reported on Form 990
$32,682
Total Revenue per Audited Statements
$2,343,832
Total Revenue per Form 990
$2,316,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,693
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$1,937,393--$1,937,393
Fees for Services Management-$30,300-$30,300
Fees for Services Other$27,663--$27,663
Fees for Services Legal-$8,717-$8,717
Fees for Services Accounting-$6,200-$6,200
Fees for Service Investment Mgmnt Fees-$5,716-$5,716
Insurance-$2,244-$2,244
Other Expenses-$1,217-$1,217
Office Expenses-$85-$85
Total Functional Expenses$1,965,056$67,030$0$2,032,086

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,204,848
Total Expenses per Form 990$2,032,086
Expenses per Audited Statements$2,026,370
Expenses Not Reported on Form 990$178,478
Expenses Not Reported on Financial Statements$5,716
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
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 B, Line 11B

“The copy of form 990 is provided to the trust administrator for review and signature.”

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 from the public.”

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

“Compensation disclosures: the organization, which is an erisa employee benefit 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

“Trustee compensation information: the board of trustees are uncompensated by the organization.”

Filing and Contact Details

Filer

Filer Name
SAN DIEGO TRANSIT IBEW #465 SECURITY
EIN
23-7444436
Phone
6195574517
Address
1255 IMPERIAL AVENUE NO 1000, SAN DIEGO, CA 92101

Signing Officer

Name
Jeff Stumbo Chairman
Title
Chairman
Phone
6195574517
Signed
2017-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Stumbo
Formed
1970
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Bernard Kotkin & Company Llp
Address
533 SOUTH FREMONT AVENUE SUITE 802, LOS ANGELES, CA 90071
Preparer
Bernard Kotkin Company Llp
Phone
2138929090
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:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability(asset)if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service or franchise tax board. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examination for year's prior to 2012.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Benefit obligation at december 31, 2015 178,478.”

Raw XML Appendix382 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/RevenueSubtotalAmt02311150
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY(ASSET)IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR FRANCHISE TAX BOARD. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEAR'S PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BENEFIT OBLIGATION AT DECEMBER 31, 2015 178,478.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02032086
IRS990ScheduleD/TotalRevenuePerForm990Amt02316866
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02343832
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02204848
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/ExplanationTxt1THE COPY OF FORM 990 IS PROVIDED TO THE TRUST ADMINISTRATOR FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY REQUIRES DISCLOSURE BY THE TRUSTEE OF ANY RELATIONSHIPS THEY OR THEIR FAMILIES MAY HAVE WITH ANY VENDOR OR SERVICE PROVIDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM IS AVAILABLE AT THE ADMINISTRATOR'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE TRUST OFFICE UPON REQUEST FROM THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION DISCLOSURES: THE ORGANIZATION, WHICH IS AN ERISA EMPLOYEE BENEFIT 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/ExplanationTxt6TRUSTEE COMPENSATION INFORMATION: THE BOARD OF TRUSTEES ARE UNCOMPENSATED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE 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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION "A", COLUMN "E"
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION "A", LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SAN DIEGO TRANSIT CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAN DIEGO TRANSIT LOCAL #1309 SECURITY FUND HEALTH & WELFARE PLAN
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01597318
IRS990/TotalAssetsEOYAmt01747080
IRS990/TotalAssetsGrp/BOYAmt01597318
IRS990/TotalAssetsGrp/EOYAmt01747080
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt067030
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01965056
IRS990/TotalFunctionalExpensesGrp/TotalAmt02032086
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0186678
IRS990/TotalLiabilitiesEOYAmt018978
IRS990/TotalLiabilitiesGrp/BOYAmt0186678
IRS990/TotalLiabilitiesGrp/EOYAmt018978
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01410640
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01728102
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01965056
IRS990/TotalProgramServiceRevenueAmt02291332
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02316866
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02316866
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01597318
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01747080
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/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF STUMBO CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06195574517
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO TRANSIT IBEW #465 SECURITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND HEALTH AND WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0237444436
ReturnHeader/Filer/PhoneNum06195574517
ReturnHeader/Filer/USAddress/AddressLine1Txt01255 IMPERIAL AVENUE NO 1000
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07CA63EBBD868A486CF9DBB241B55824F1AE5D113
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07CA63EBBD868A486CF9DBB241B55824F1AE5D113
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.180.88.97
ReturnHeader/FilingSecurityInformation/IPDt02017-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:15:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952556670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARD KOTKIN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0533 SOUTH FREMONT AVENUE SUITE 802
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090071
ReturnHeader/PreparerPersonGrp/PhoneNum02138929090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNARD KOTKIN COMPANY LLP
ReturnHeader/ReturnTs02017-11-06T12:09:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,747,080
Liabilities
$18,978
Net assets
$1,728,102
Revenue
$2,316,866
Expenses
$2,032,086
Net income
$284,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.77$2.52$1.75
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$2.51$2.50$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$2.57$2.48$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$2.52$2.42$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$2.43$2.27$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.02$1.90$2.41$2.31$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.02$1.73$2.32$2.03$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.19$1.41$2.26$2.12$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.34$1.33$2.08$2.24$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.17$1.49$1.88$2.04$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.01$1.65$1.89