Civic Intelligence

Calpace

990 • Fiscal year 2018 • EIN 26-1169830

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 2018

Organization ProfileWWW.CALPACE.ORG
1315 I StreetSacramento, CA 95814

(916) 469-3368

Siviq Scores

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

Liabilities / Assets

67th percentile

0.20x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.07x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Net Margin

49th percentile

3.5%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

86th percentile

$146,127

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

11%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$216,300

Up $22,167 (+11%) from 2017

Net Assets

Up

$173,251

Up $21,507 (+14%) from 2017

Liabilities

Up

$43,049

Up $660 (+1.6%) from 2017

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin49th percentile

Revenue

Up

$605,184

Up $58,252 (+11%) from 2017

Expenses

Up

$583,707

Up $63,946 (+12%) from 2017

Net Income

Down

$21,477

Down $5,694 (-21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$1.0M$500K$0Assets 2016: $236,448Liabilities 2016: $111,875Net Assets 2016: $124,5732016Assets 2017: $194,133Liabilities 2017: $42,389Net Assets 2017: $151,7442017Assets 2018: $216,300Liabilities 2018: $43,049Net Assets 2018: $173,2512018Assets 2019: $343,023Liabilities 2019: $128,968Net Assets 2019: $214,0552019Assets 2020: $337,545Liabilities 2020: $97,747Net Assets 2020: $239,7982020Assets 2021: $286,110Liabilities 2021: $95,073Net Assets 2021: $191,0372021Assets 2022: $255,858Liabilities 2022: $129,908Net Assets 2022: $125,9502022Assets 2023: $409,497Liabilities 2023: $122,435Net Assets 2023: $287,0622023Assets 2024: $622,183Liabilities 2024: $158,456Net Assets 2024: $463,7272024Assets 2025: $946,456Liabilities 2025: $193,630Net Assets 2025: $752,8262025

Highlighted filing

2018

Assets$216,300
Liabilities$43,049
Net Assets$173,251
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2016: $612,828Expenses 2016: $550,305Net Income 2016: $62,5232016Revenue 2017: $546,932Expenses 2017: $519,761Net Income 2017: $27,1712017Revenue 2018: $605,184Expenses 2018: $583,707Net Income 2018: $21,4772018Revenue 2019: $635,699Expenses 2019: $594,895Net Income 2019: $40,8042019Revenue 2020: $736,000Expenses 2020: $710,257Net Income 2020: $25,7432020Revenue 2021: $659,819Expenses 2021: $708,580Net Income 2021: -$48,7612021Revenue 2022: $824,809Expenses 2022: $889,896Net Income 2022: -$65,0872022Revenue 2023: $1,163,054Expenses 2023: $1,001,942Net Income 2023: $161,1122023Revenue 2024: $1,301,535Expenses 2024: $1,124,870Net Income 2024: $176,6652024Revenue 2025: $1,603,796Expenses 2025: $1,314,697Net Income 2025: $289,0992025

Highlighted filing

2018

Revenue$605,184
Expenses$583,707
Net Income$21,477
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$605,184
Mission and Program Overview

Mission

To expand comprehensive health services to the frail and elderly through the program of all-inclusive care for the elderly (pace).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$179,110$197,354▲ $18,244
Accounts Receivable$9,477$14,095▲ $4,618
Land, Buildings, and Equipment, Net$4,878$3,692▼ $1,186
Prepaid Expenses and Deferred Charges$698$1,159▲ $461
Total Assets$194,163$216,300▲ $22,137
Liabilities
Accounts Payable and Accrued Expenses$39,889$35,174▼ $4,715
Deferred Revenue$2,500$7,875▲ $5,375
Total Liabilities$42,389$43,049▲ $660
Net Assets / Fund Balance
Unrestricted Net Assets$151,774$173,251▲ $21,477
Total Net Assets Fund Balance$151,774$173,251▲ $21,477
Total Liabilities and Net Assets / Fund Balance$194,163$216,300▲ $22,137

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,692$2,328$6,020
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter Hansel--$145,502$15,397$160,899
Peter HanselExecutive DirectorPT$146,127-$146,127

Board Members and Trustees

NameTitle
Linda TrowbridgeChair
Maria ZamoraVice-chair
Arif ShaikhDirector
CHRISTIE O'HANLONDirector
Eileen KunzDirector
Joyce HayesDirector
Kevin MattsonDirector
Maria LozzanoDirector
Patricia SandovalDirector
Molly ForrestSecretary
Cheryl WilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$579,420
Program Service Revenue
$25,764
Investment Income
$0
Other Revenue
$0
All Other Contributions
$26,275
Change in Net Assets
$21,477

Audited Revenue Reconciliation

Revenue per Audited Statements
$605,184
Total Revenue per Audited Statements
$605,184
Total Revenue per Form 990
$605,184
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$313,552
Salaries, Compensation, and Employee Benefits$270,155
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$146,127
Other Salaries and Wages---$89,591
Fees for Services Lobbying---$84,535
Conferences and Meetings---$61,182
All Other Expenses---$44,970
Fees for Services Other---$26,219
Fees for Services Legal---$24,000
Payroll Taxes---$16,457
Travel---$14,818
Advertising---$11,455
Occupancy---$10,308
Other Employee Benefits---$9,250
Pension Plan Contributions---$8,730
Fees for Services Accounting---$7,500
Fees for Services Management---$6,000
Information Technology---$4,311
Insurance---$3,674
Depreciation Depletion---$1,186
Other Expenses---$442
Total Functional Expenses$0$0$0$583,707

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$583,786
Expenses per Audited Statements$583,707
Total Expenses per Form 990$583,707
Expenses Not Reported on Form 990$79
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$84,535
Total Nondeductible Lobbying and Political Cost$84,535
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
CalPACE
EIN
26-1169830
Phone
9164693368
Address
1315 I STREET, SACRAMENTO, CA 95814

Signing Officer

Name
Peter Hansel
Title
Executive Director
Phone
9164693368
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Hansel
Formed
2009
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
2

Preparer

Firm
Winkler & Forner Cpas
Address
3211 EL CAMINO AVE, SACRAMENTO, CA 95821
Preparer
P Dominic Forner CPA
Phone
9164858145
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Bing isenberg, cfo, is the cfo of the center for elder's independence.”

Pt VI, Line 6

“CALPACE HAS TWO CATEGORIES OF MEMBERSHIP: (1) FULL MEMBERSHIP IS AVAILABLE TO FULLY OPERATIONAL, TAX-EXEMPT 501(c)(3) AND COUNTY GOVERNMENT ORGANIZATIONS THAT OPERATE PACE PROGRAMS IN THE STATE OF CALIFORNIA AND (2) ASSOCIATE MEMBERSHIP IS AVAILABLE TO: (A) ORGANIZATIONS THAT ARE IN THE PROCESS OF BECOMING A PACE PROVIDER OR (B) HAVE DEMONSTRATED INTEREST IN BECOMING A PACE PROVIDER.”

Pt VI, Line 7A

“Each full member is provided a seat on the executive board which has the power to appoint the executive director of the association.”

Pt VI, Line 11B

“Review of the form 990 is done by the chair, treasurer, cfo and executive director. Upon review and approval, the 990 will be provided to all members of the board of directors before filing.”

Form 990, Part IX, Line 24E

“TELEPHONE 5275.”

Form 990, Part IX, Line 24E

“POSTAGE & PRINTING 72.”

Form 990, Part IX, Line 24E

“CONTRIBUTIONS 5409.”

Form 990, Part IX, Line 24E

“Strategic planning 34156.”

Form 990, Part IX, Line 24E

“Misc program expenses 58.”

Financial Statement Notes

Other

“PART X - FIN 48 FOOTNOTE: CALPACE IS EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTION 501(c)(6) OF THE INTERNAL REVENUE CODE AND SECTION 23701e OF THE CALIFORNIA REVENUE AND TAXATION CODE RESPECTIVELY. CALPACE IS REQUIRED TO FILE ANNUAL INFORMATION RETURNS WITH THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL THE POSITIONS TAKEN ON ITS FEDERAL AND STATE RETURNS ARE MORE LIKLEY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE FEDERAL AND STATE TAXING AUTHORITIES GENERALLY CAN EXAMINE THE TAX RETURNS FOR THREE YEARS AND FOUR YEARS AFTER THEY ARE FILED, RESPECTIVELY.”

Pt XII, Line 2D

“Difference between book and tax depreciation”

Raw XML Appendix381 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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IRS990/PYSalariesCompEmpBnftPaidAmt0232390
IRS990/PYTotalExpensesAmt0519761
IRS990/PYTotalRevenueAmt0546962
IRS990/ReconcilationRevenueExpnssAmt021477
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt084535
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0553125
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt084535
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt084535
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03692
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02328
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06020
IRS990ScheduleD/ExpensesNotReportedAmt079
IRS990ScheduleD/ExpensesSubtotalAmt0583707
IRS990ScheduleD/OtherExpensesIncludedAmt079
IRS990ScheduleD/RevenueSubtotalAmt0605184
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART X - FIN 48 FOOTNOTE: CALPACE IS EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTION 501(c)(6) OF THE INTERNAL REVENUE CODE AND SECTION 23701e OF THE CALIFORNIA REVENUE AND TAXATION CODE RESPECTIVELY. CALPACE IS REQUIRED TO FILE ANNUAL INFORMATION RETURNS WITH THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL THE POSITIONS TAKEN ON ITS FEDERAL AND STATE RETURNS ARE MORE LIKLEY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE FEDERAL AND STATE TAXING AUTHORITIES GENERALLY CAN EXAMINE THE TAX RETURNS FOR THREE YEARS AND FOUR YEARS AFTER THEY ARE FILED, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIFFERENCE BETWEEN BOOK AND TAX DEPRECIATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII, Line 2d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03692
IRS990ScheduleD/TotalExpensesPerForm990Amt0583707
IRS990ScheduleD/TotalRevenuePerForm990Amt0605184
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0605184
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0583786
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0145502
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0625
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt014772
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PETER HANSEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0160899
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BING ISENBERG, CFO, IS THE CFO OF THE CENTER FOR ELDER'S INDEPENDENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CALPACE HAS TWO CATEGORIES OF MEMBERSHIP: (1) FULL MEMBERSHIP IS AVAILABLE TO FULLY OPERATIONAL, TAX-EXEMPT 501(c)(3) AND COUNTY GOVERNMENT ORGANIZATIONS THAT OPERATE PACE PROGRAMS IN THE STATE OF CALIFORNIA AND (2) ASSOCIATE MEMBERSHIP IS AVAILABLE TO: (A) ORGANIZATIONS THAT ARE IN THE PROCESS OF BECOMING A PACE PROVIDER OR (B) HAVE DEMONSTRATED INTEREST IN BECOMING A PACE PROVIDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH FULL MEMBER IS PROVIDED A SEAT ON THE EXECUTIVE BOARD WHICH HAS THE POWER TO APPOINT THE EXECUTIVE DIRECTOR OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEW OF THE FORM 990 IS DONE BY THE CHAIR, TREASURER, CFO AND EXECUTIVE DIRECTOR. UPON REVIEW AND APPROVAL, THE 990 WILL BE PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TELEPHONE 5275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POSTAGE & PRINTING 72.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRIBUTIONS 5409.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STRATEGIC PLANNING 34156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISC PROGRAM EXPENSES 58.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0194163
IRS990/TotalAssetsEOYAmt0216300
IRS990/TotalAssetsGrp/BOYAmt0194163
IRS990/TotalAssetsGrp/EOYAmt0216300
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0579420
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0583707
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt042389
IRS990/TotalLiabilitiesEOYAmt043049
IRS990/TotalLiabilitiesGrp/BOYAmt042389
IRS990/TotalLiabilitiesGrp/EOYAmt043049
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0151774
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0173251
IRS990/TotalProgramServiceRevenueAmt025764
IRS990/TotalReportableCompFromOrgAmt0146127
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025764
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0605184
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0194163
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0216300
IRS990/TravelGrp/TotalAmt014818
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0151774
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0173251
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01315 I STREET SUITE 100
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095814
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.CALPACE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER HANSEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09164693368
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CalPACE
ReturnHeader/Filer/BusinessNameControlTxt0CALP
ReturnHeader/Filer/EIN0261169830
ReturnHeader/Filer/PhoneNum09164693368
ReturnHeader/Filer/USAddress/AddressLine1Txt01315 I STREET
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095814
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId052AF8B8CD15850C9825E5508AA3A0B6D12010EB6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C0FCCD50806C3FBB2ABC57D25766592AADA4001F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.86.155.213
ReturnHeader/FilingSecurityInformation/IPDt02018-12-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:35:15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINKLER & FORNER CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03211 EL CAMINO AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095821
ReturnHeader/PreparerPersonGrp/PhoneNum09164858145
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0P DOMINIC FORNER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-13T10:35:24-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$216,300
Liabilities
$43,049
Net assets
$173,251
Revenue
$605,184
Expenses
$583,707
Net income
$21,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.19$0.75$1.60$1.31$0.29
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.16$0.46$1.30$1.12$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.12$0.29$1.16$1.00$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.13$0.13$0.82$0.89$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.10$0.19$0.66$0.71$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.10$0.24$0.74$0.71$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.13$0.21$0.64$0.59$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.04$0.17$0.61$0.58$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.04$0.15$0.55$0.52$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.11$0.12$0.61$0.55$0.06