Civic Intelligence

Casa Ramona Academy for Technology

EIN 26-0444285 • 501(c)3 • San Bernardino, CA

Profile

The organization operates as a single public charter school, chartered by the state of california department of education through san bernardino city unified school district. The school provides instruction in grades k through 8 to students in san bernardino. The student body is primarily hispanic and largely low-income. The organization does not operate any programs outside of the scope of the charter school and is publicly funded.

1524 W 7th StreetSan Bernardino, CA 92411

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.42x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.12x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

30th percentile

-4.1%

Higher net margin than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$60,882

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

9th percentile

-22%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-3.6%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$772,231

Up $138,402 (+22%) from 2015

Liabilities

Up

$340,072

Up $91,342 (+37%) from 2015

Net Assets

Up

$432,159

Up $47,060 (+12%) from 2015

Operations
Liabilities / Revenue58th percentileNet Margin30th percentile

Revenue

Up

$2,195,079

Up $150,415 (+7.4%) from 2015

Expenses

Down

$2,148,019

Down $261,805 (-11%) from 2015

Net Income

Up

$47,060

Up $412,220 (+113%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,182,919Liabilities 2012: $531,259Net Assets 2012: $651,6602012Assets 2013: $1,603,474Liabilities 2013: $949,924Net Assets 2013: $653,5502013Assets 2015: $633,829Liabilities 2015: $248,730Net Assets 2015: $385,0992015Assets 2016: $772,231Liabilities 2016: $340,072Net Assets 2016: $432,1592016

Highlighted filing

2016

Assets$772,231
Liabilities$340,072
Net Assets$432,159
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $3,180,1482012Expenses 2013: $3,609,3352013Revenue 2015: $2,044,664Expenses 2015: $2,409,824Net Income 2015: -$365,1602015Revenue 2016: $2,195,079Expenses 2016: $2,148,019Net Income 2016: $47,0602016

Highlighted filing

2016

Revenue$2,195,079
Expenses$2,148,019
Net Income$47,060
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$772,231
Liabilities
$340,072
Net assets
$432,159
Revenue
$2,195,079
Expenses
$2,148,019
Net income
$47,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.34$0.43$2.20$2.15$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.25$0.39$2.04$2.41$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.95$0.65$3.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.53$0.65$3.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 7, 2017
Return Version
2015v3.0
Gross Receipts
$2,195,079
Mission and Program Overview

Mission

The organization operates as a single public charter school, chartered by the state of california department of education through san bernardino city unified school district. The school provides instruction in grades k through 8 to students in san bernardino. The student body is primarily hispanic and largely low-income. The organization does not operate any programs outside of the scope of the charter school and is publicly funded.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$315,692$270,898▼ $44,794
Land, Buildings, and Equipment, Net$268,729$256,173▼ $12,556
Cash and Non-Interest-Bearing Accounts$33,167$231,845▲ $198,678
Prepaid Expenses and Deferred Charges$16,241$13,315▼ $2,926
Total Assets$633,829$772,231▲ $138,402
Liabilities
Accounts Payable and Accrued Expenses$248,730$320,072▲ $71,342
Other Liabilities-$20,000-
Total Liabilities$248,730$340,072▲ $91,342
Net Assets / Fund Balance
Unrestricted Net Assets$385,099$412,554▲ $27,455
Temporarily Rstr Net Assets-$19,605-
Total Net Assets Fund Balance$385,099$432,159▲ $47,060
Total Liabilities and Net Assets / Fund Balance$633,829$772,231▲ $138,402

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$104,673$51,674$156,347
Other Land Buildings$151,500-$151,500
Equipment-$97,075$97,075
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Esther EstradaExecutive DiFT$94,343$14,984$109,327

Board Members and Trustees

NameTitle
Judith VallesBoard Chair
Gina PenmanTrustee
Michael PonceTrustee
Mickey CruzTrustee
Pascual GuardadoTrustee
Ricardo GonzalesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,117,979
Program Service Revenue
$0
Investment Income
$58
Other Revenue
$77,042
Change in Net Assets
$47,060

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,195,079
Total Revenue per Audited Statements
$2,195,079
Total Revenue per Form 990
$2,195,079
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,253,504
Other Expenses$894,515
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$888,169$24,998-$913,167
Fees for Services Other$321,525--$321,525
Occupancy$302,637--$302,637
Other Employee Benefits$134,444$2,744-$137,188
Current Officers, Directors, Trustees, and Key Employees$94,343--$94,343
Pension Plan Contributions$72,684$1,483-$74,167
Fees for Services Accounting-$47,920-$47,920
Other Expenses$46,439--$46,439
Payroll Taxes$33,946$693-$34,639
Information Technology$33,175--$33,175
Office Expenses-$23,072-$23,072
Fees for Services Legal-$18,454-$18,454
Depreciation Depletion$13,200--$13,200
Conferences and Meetings-$5,100-$5,100
Interest-$1,996-$1,996
Advertising$41--$41
Total Functional Expenses$2,021,559$126,460$0$2,148,019

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,148,019
Total Expenses per Audited Statements$2,148,019
Total Expenses per Form 990$2,148,019
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$20,000
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“The 990 return is initially reviewed by an accountant (cpa) and then reviewed by the board prior to filing the return.”

Form 990, Page 6, Part VI, Line 12C

“In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the board of directors meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board members shall decide if a conflict of interest exists.”

Form 990, Page 6, Part VI, Line 15A

“The process includes all of these elements : (1) review and approval by the board of directors, or executive director (2) use of data as to comparable compensation; and (3) contemporaneous documentation and recordkeeping.”

Form 990, Page 6, Part VI, Line 19

“The school provides its governing documents, conflict of interest policy and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Casa Ramona Academy for Technology
EIN
26-0444285
Phone
9098890011
Address
1524 W 7TH STREET, SAN BERNARDINO, CA 92411

Signing Officer

Name
Esther Estrada
Title
Executive Director
Phone
9098890011
Signed
2017-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Esther Estrada
Formed
2007
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
40

Preparer

Firm
Vicenti Lloyd & Stutzman
Address
2210 E ROUTE 66 STE 100, GLENDORA, CA 91740-4676
Preparer
Wade Mcmullen CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization operates as a single public charter school, chartered by the state of california department of education through san bernardino city unified school district. The school provides instruction in grades k through 8 to students in san bernardino. The student body is primarily hispanic and largely low-income. The organization does not operate any programs outside of the scope of the charter school and is publicly funded.”

Form 990, Part IX, Line 11G

“Consultants 13,300 0 0 maintenance and janitorial 74,107 0 0 security 123,414 0 0 other fees for services 110,704 0 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“The academy is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The academy files informational returns in the u.s. Federal jurisdiction, and the state of california. The statute of limitations for federal and california state purposes is generally three and four years,respectively.”

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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt051674
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0151500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0151500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT
IRS990ScheduleD/RevenueSubtotalAmt02195079
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACADEMY IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ACADEMY FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS,RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalExpensesPerForm990Amt02148019
IRS990ScheduleD/TotalLiabilityAmt020000
IRS990ScheduleD/TotalRevenuePerForm990Amt02195079
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02195079
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02148019
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IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0CASA RAMONA ACADEMY'S NONDISCRIMATORY POLICY IS AVAILABLE ON ITS WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1CASA RAMONA ACADEMY DOES NOT PROVIDE ANY SCHOLARSHIP OR FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2AS A PUBLIC CHARTER SCHOOL, CASA RAMONA ACADEMY IS ELIGIBLE FOR LOCAL, STATE, FEDERAL PROGRAMS, AND CALIFORNIA LOTTERY FUNDS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION OPERATES AS A SINGLE PUBLIC CHARTER SCHOOL, CHARTERED BY THE STATE OF CALIFORNIA DEPARTMENT OF EDUCATION THROUGH SAN BERNARDINO CITY UNIFIED SCHOOL DISTRICT. THE SCHOOL PROVIDES INSTRUCTION IN GRADES K THROUGH 8 TO STUDENTS IN SAN BERNARDINO. THE STUDENT BODY IS PRIMARILY HISPANIC AND LARGELY LOW-INCOME. THE ORGANIZATION DOES NOT OPERATE ANY PROGRAMS OUTSIDE OF THE SCOPE OF THE CHARTER SCHOOL AND IS PUBLICLY FUNDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 RETURN IS INITIALLY REVIEWED BY AN ACCOUNTANT (CPA) AND THEN REVIEWED BY THE BOARD PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF DIRECTORS MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS INCLUDES ALL OF THESE ELEMENTS : (1) REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS, OR EXECUTIVE DIRECTOR (2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SCHOOL PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONSULTANTS 13,300 0 0 MAINTENANCE AND JANITORIAL 74,107 0 0 SECURITY 123,414 0 0 OTHER FEES FOR SERVICES 110,704 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CASA RAMOMA INC
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0772231
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0126460
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02021559
IRS990/TotalFunctionalExpensesGrp/TotalAmt02148019
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0248730
IRS990/TotalLiabilitiesEOYAmt0340072
IRS990/TotalLiabilitiesGrp/BOYAmt0248730
IRS990/TotalLiabilitiesGrp/EOYAmt0340072
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0385099
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0432159
IRS990/TotalOtherCompensationAmt014984
IRS990/TotalProgramServiceExpensesAmt02021559
IRS990/TotalReportableCompFromOrgAmt094343
IRS990/TotalRevenueGrp/ExclusionAmt058
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt077042
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02195079
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0633829
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0772231
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0385099
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0412554
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01524 W 7TH STREET
IRS990/USAddress/CityNm0SAN BERNARDINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092411
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ESTHER ESTRADA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09098890011
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA RAMONA ACADEMY FOR TECHNOLOGY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COMMUNITY AND EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0260444285
ReturnHeader/Filer/PhoneNum09098890011
ReturnHeader/Filer/USAddress/AddressLine1Txt01524 W 7TH STREET
ReturnHeader/Filer/USAddress/CityNm0SAN BERNARDINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092411
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952242818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICENTI LLOYD & STUTZMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 E ROUTE 66 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917404676
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE MCMULLEN CPA
ReturnHeader/ReturnTs02017-05-15T09:46:35-07:00

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