Civic Intelligence

Steffen Foundation

990PF • Fiscal year 2022 • EIN 27-4314090

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile
22475 Baxter RoadWildomar, CA 92595

(909) 772-4633

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

72%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$985,579

Up $171,166 (+21%) from 2021

Net Assets

Up

$985,579

Up $171,166 (+21%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin93rd percentile

Revenue

Up

$239,000

Up $99,775 (+72%) from 2021

Expenses

Down

$67,834

Down $12,520 (-16%) from 2021

Net Income

Up

$171,166

Up $112,295 (+191%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $790,951Liabilities 2014: $0Net Assets 2014: $790,9512014Assets 2015: $799,625Liabilities 2015: $0Net Assets 2015: $799,6252015Assets 2016: $803,729Liabilities 2016: $0Net Assets 2016: $803,7292016Assets 2017: $794,341Liabilities 2017: $0Net Assets 2017: $794,3412017Assets 2018: $841,262Liabilities 2018: $0Net Assets 2018: $841,2622018Assets 2019: $805,751Liabilities 2019: $0Net Assets 2019: $805,7512019Assets 2020: $755,542Liabilities 2020: $0Net Assets 2020: $755,5422020Assets 2021: $814,413Liabilities 2021: $0Net Assets 2021: $814,4132021Assets 2022: $985,579Liabilities 2022: $0Net Assets 2022: $985,5792022Assets 2023: $1,138,332Liabilities 2023: $0Net Assets 2023: $1,138,3322023Assets 2024: $1,306,600Liabilities 2024: $0Net Assets 2024: $1,306,6002024

Highlighted filing

2022

Assets$985,579
Liabilities$0
Net Assets$985,579
Open 2022 Filing

Operations Trend

Revenue Growth85th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $0Expenses 2014: $73,686Net Income 2014: -$73,6862014Revenue 2015: $82,235Expenses 2015: $73,561Net Income 2015: $8,6742015Revenue 2016: $75,562Expenses 2016: $71,458Net Income 2016: $4,1042016Revenue 2017: $79,425Expenses 2017: $88,813Net Income 2017: -$9,3882017Revenue 2018: $148,567Expenses 2018: $101,646Net Income 2018: $46,9212018Revenue 2019: $52,941Expenses 2019: $88,452Net Income 2019: -$35,5112019Revenue 2020: $44,891Expenses 2020: $95,100Net Income 2020: -$50,2092020Revenue 2021: $139,225Expenses 2021: $80,354Net Income 2021: $58,8712021Revenue 2022: $239,000Expenses 2022: $67,834Net Income 2022: $171,1662022Revenue 2023: $256,125Expenses 2023: $103,372Net Income 2023: $152,7532023Revenue 2024: $270,504Expenses 2024: $109,934Net Income 2024: $160,5702024

Highlighted filing

2022

Revenue$239,000
Expenses$67,834
Net Income$171,166
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dirk SteffenPres & Sec-$0--
Tracy SteffenCFO-$0--
Filing and Contact Details

Filer

Filer Name
Steffen Foundation
EIN
27-4314090
Phone
9097724633
Address
22475 Baxter Road, Wildomar, CA 92595

Signing Officer

Name
Dirk Steffen
Title
President & Sec
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Reason Tax Group
Address
4747 Morena Blvd Ste 102, San Diego, CA 92117
Preparer
Michael R Boulger CPA
Phone
8584837500
Raw XML Appendix313 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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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02480
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0794773
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0794773
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011922
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0782851
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Dirk Steffen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Tracy Steffen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres & Sec
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt122475 Baxter Road
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt067834
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt067834
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
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt022475 Baxter Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wildomar
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Dirk Steffen
IRS990PF/StatementsRegardingActyGrp/PhoneNum09097724633
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Health
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Health
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Family Welfare
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Church
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Cornerstone Community Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Voices for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Michelle's Place Breast Cancer Reso
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Jacob's House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Neighborhood Healthcare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Rolling for a Cause
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6CHOC Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Elsinore Dream Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Lily Kelly Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Rancho Damacitas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Treasure Box Angels
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Temecula Valley Woman's Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4855 E Madison Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt545281 Camino Monzon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61120 West La Veta Ave Ste 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7114 East Peck Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt824935 Washington Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt938950 Mesa Rd 8753
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4El Cajon
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Lake Elsinore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Murrieta
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092595
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292590
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392592
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592592
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692868
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792530
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892562
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992592
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1092592
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1192593
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065354
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/AppliedToCurrentYearAmt039143
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039143
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043867
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt056398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt064047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048854
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048854
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0239420
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043867
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt056398
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt064047
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067834
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028691
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0288274
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0259583
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Steffen Charitable Lead Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Classic Installs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt022475 Baxter Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt122475 Baxter Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Wildomar
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Wildomar
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd192595
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt039000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dirk Steffen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & Sec
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Steffen Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEF
ReturnHeader/Filer/EIN0274314090
ReturnHeader/Filer/PhoneNum09097724633
ReturnHeader/Filer/USAddress/AddressLine1Txt022475 Baxter Road
ReturnHeader/Filer/USAddress/CityNm0Wildomar
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092595
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461750265
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reason Tax Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04747 Morena Blvd Ste 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092117
ReturnHeader/PreparerPersonGrp/PhoneNum08584837500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael R Boulger CPA
ReturnHeader/ReturnTs02023-05-15T08:58:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dirk
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Steffen
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$985,579
Liabilities
$0
Net assets
$985,579
Revenue
$239,000
Expenses
$67,834
Net income
$171,166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.27$0.11$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.26$0.10$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.24$0.07$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.14$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.04$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.15$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.08$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.08$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.00$0.07$0.07