Civic Intelligence

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

990 • Fiscal year 2020 • EIN 23-7444436

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

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

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

Higher debt load relative to revenue than 45% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

49th percentile

3.6%

Higher net margin than 49% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

49th percentile

5.8%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

1.8%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,349,845

Up $128,528 (+5.8%) from 2019

Net Assets

Up

$2,349,370

Up $137,229 (+6.2%) from 2019

Liabilities

Down

$475

Down $8,701 (-95%) from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin49th percentile

Revenue

Up

$2,568,426

Up $45,628 (+1.8%) from 2019

Expenses

Up

$2,475,659

Up $58,689 (+2.4%) from 2019

Net Income

Down

$92,767

Down $13,061 (-12%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2020

Assets$2,349,845
Liabilities$475
Net Assets$2,349,370
Open 2020 Filing

Operations Trend

Revenue Growth58th 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

2020

Revenue$2,568,426
Expenses$2,475,659
Net Income$92,767
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$2,568,426
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$2,212,141$2,349,370▲ $137,229
Investments in Publicly Traded Securities$1,214,031$1,163,332▼ $50,699
Cash and Non-Interest-Bearing Accounts$617,529$528,813▼ $88,716
Accounts Receivable$204,220$358,150▲ $153,930
Savings and Temporary Cash Investments$177,970$297,792▲ $119,822
Prepaid Expenses and Deferred Charges$7,567$1,758▼ $5,809
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,221,317$2,349,845▲ $128,528
Liabilities
Accounts Payable and Accrued Expenses$9,176$475▼ $8,701
Total Liabilities$9,176$475▼ $8,701
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,212,141$2,349,370▲ $137,229
Total Liabilities and Net Assets / Fund Balance$2,221,317$2,349,845▲ $128,528
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Jeff StumboChairman
Anthony ByrdTrustee
Bree WilcoxTrustee
Brendan ShannonTrustee
Brian LambTrustee
Raul DiazTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,537,003
Investment Income
$31,423
Other Revenue
$0
Change in Net Assets
$92,767

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,568,426
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$44,462
Total Revenue per Audited Statements
$2,612,888
Total Revenue per Form 990
$2,568,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,238
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---$2,389,421
Fees for Services Management---$33,600
Fees for Services Other---$31,708
Fees for Service Investment Mgmnt Fees---$6,763
Fees for Services Legal---$4,613
Other Expenses---$4,607
Insurance---$3,872
Conferences and Meetings---$1,065
Fees for Services Accounting---$10
Total Functional Expenses$0$0$0$2,475,659

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,475,659
Total Expenses per Audited Statements$2,475,659
Total Expenses per Form 990$2,475,659
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 system.”

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

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

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

“The form 990 is provided to the chair and co-chair for review.”

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.”

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
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Stumbo
Formed
1970
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray
Phone
9094664410
Supplemental Narrative

Additional Explanations

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

“Trustees of the trust are employees of contributing employers that are considered related organizations under the definitions in schedule r. The trust is unable to report compensation and benefits paid to the trustees by related organizations as it was unable to obtain the information after making reasonable efforts. The trust requested the compensation information from the trustee(s) by providing a questionnaire requesting the required information along with instructions to explain the information needed. The questionnaires for the trustees were not received back prior to filing the tax return.”

Form 990, Part XII, Line 2C

“The organization does not have a separate audit committee; however, the board of trustees have the 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. Plan management and plan's tax counsel believe that the plan is currently designed and being operated in compliance with the applicable requirements of the irc.”

Raw XML Appendix364 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
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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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. PLAN MANAGEMENT AND PLAN'S TAX 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:
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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 SYSTEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PROVIDED TO THE CHAIR AND CO-CHAIR FOR REVIEW.
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 FROM THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUSTEES OF THE TRUST ARE EMPLOYEES OF CONTRIBUTING EMPLOYERS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE TRUST IS UNABLE TO REPORT COMPENSATION AND BENEFITS PAID TO THE TRUSTEES BY RELATED ORGANIZATIONS AS IT WAS UNABLE TO OBTAIN THE INFORMATION AFTER MAKING REASONABLE EFFORTS. THE TRUST REQUESTED THE COMPENSATION INFORMATION FROM THE TRUSTEE(S) BY PROVIDING A QUESTIONNAIRE REQUESTING THE REQUIRED INFORMATION ALONG WITH INSTRUCTIONS TO EXPLAIN THE INFORMATION NEEDED. THE QUESTIONNAIRES FOR THE TRUSTEES WERE NOT RECEIVED BACK PRIOR TO FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE; HOWEVER, THE BOARD OF TRUSTEES HAVE THE 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, PARTR VII, SECTION "A", COLUMN "E"
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SAN DIEGO TRANSIT CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAN DIEGO TRANSIT LOCAL 1309 SECURITY FUND HEALTH & WELFARE PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237029952
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE HEALTH BENEFITS
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/TotalAssetsBOYAmt02221317
IRS990/TotalAssetsEOYAmt02349845
IRS990/TotalAssetsGrp/BOYAmt02221317
IRS990/TotalAssetsGrp/EOYAmt02349845
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02475659
IRS990/TotalGrossUBIAmt031423
IRS990/TotalLiabilitiesBOYAmt09176
IRS990/TotalLiabilitiesEOYAmt0475
IRS990/TotalLiabilitiesGrp/BOYAmt09176
IRS990/TotalLiabilitiesGrp/EOYAmt0475
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02212141
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02349370
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02537003
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02537003
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02568426
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt031423
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02221317
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02349845
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01255 IMPERIAL AVENUE NO 1000
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092101
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF STUMBO CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06195574517
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
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/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010681 FOOTHILL BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917303831
ReturnHeader/PreparerPersonGrp/PhoneNum09094664410
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE L GRAY
ReturnHeader/ReturnTs02021-11-10T09:38:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STUMBO CHAIRMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,349,845
Liabilities
$475
Net assets
$2,349,370
Revenue
$2,568,426
Expenses
$2,475,659
Net income
$92,767
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