Civic Intelligence

Loma Portal Foundation

990EZ • Fiscal year 2017 • EIN 33-0874835

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization ProfileWWW.SANDIEGOUNIFIED.ORG/SCHOOLS/LOMA-PORTAL
3341 Browning StreetSan Diego, CA 92106

(619) 223-1683

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

92nd percentile

124%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

155%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$203,023

Up $112,432 (+124%) from 2016

Net Assets

Up

$203,023

Up $112,432 (+124%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin90th percentile

Revenue

Up

$140,292

Up $85,289 (+155%) from 2016

Expenses

Down

$76,013

Down $13,923 (-15%) from 2016

Net Income

Up

$64,279

Up $99,212 (+284%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$300K$200K$100K$0Assets 2011: $23,664Liabilities 2011: $0Net Assets 2011: $23,6642011Assets 2012: $29,093Liabilities 2012: $0Net Assets 2012: $29,0932012Assets 2013: $50,948Liabilities 2013: $0Net Assets 2013: $50,9482013Assets 2014: $54,835Liabilities 2014: $0Net Assets 2014: $54,8352014Assets 2015: $125,524Liabilities 2015: $0Net Assets 2015: $125,5242015Assets 2016: $90,591Liabilities 2016: $0Net Assets 2016: $90,5912016Assets 2017: $203,023Liabilities 2017: $0Net Assets 2017: $203,0232017Assets 2018: $255,380Liabilities 2018: $0Net Assets 2018: $255,3802018Assets 2019: $261,954Liabilities 2019: $0Net Assets 2019: $261,9542019Assets 2020: $281,377Liabilities 2020: $0Net Assets 2020: $281,3772020Assets 2021: $275,390Net Assets 2021: $275,3902021Assets 2022: $282,704Net Assets 2022: $282,7042022Assets 2023: $244,949Net Assets 2023: $244,9492023Assets 2024: $170,604Net Assets 2024: $170,6042024Assets 2025: $190,788Net Assets 2025: $190,7882025

Highlighted filing

2017

Assets$203,023
Liabilities$0
Net Assets$203,023
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$200K$100K$0-$100KRevenue 2011: $24,591Expenses 2011: $51,054Net Income 2011: -$26,4632011Revenue 2012: $43,499Expenses 2012: $38,070Net Income 2012: $5,4292012Revenue 2013: $42,429Expenses 2013: $20,574Net Income 2013: $21,8552013Revenue 2014: $37,628Expenses 2014: $33,741Net Income 2014: $3,8872014Revenue 2015: $90,057Expenses 2015: $46,894Net Income 2015: $43,1632015Revenue 2016: $55,003Expenses 2016: $89,936Net Income 2016: -$34,9332016Revenue 2017: $140,292Expenses 2017: $76,013Net Income 2017: $64,2792017Revenue 2018: $136,772Expenses 2018: $84,415Net Income 2018: $52,3572018Revenue 2019: $168,065Expenses 2019: $161,491Net Income 2019: $6,5742019Revenue 2020: $86,630Expenses 2020: $67,206Net Income 2020: $19,4242020Revenue 2021: $62,197Expenses 2021: $71,872Net Income 2021: -$9,6752021Revenue 2022: $104,438Expenses 2022: $97,124Net Income 2022: $7,3142022Revenue 2023: $107,200Expenses 2023: $144,955Net Income 2023: -$37,7552023Revenue 2024: $103,947Expenses 2024: $178,292Net Income 2024: -$74,3452024Revenue 2025: $132,490Expenses 2025: $112,306Net Income 2025: $20,1842025

Highlighted filing

2017

Revenue$140,292
Expenses$76,013
Net Income$64,279
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$194,077
Mission and Program Overview

Mission

To provide educational support and services for loma portal elementary school

To provide educational support and services for loma portal elementary school.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE WELFARE OF THE STUDENTS THROUGH ENRICHMENT OF THE LOMA PORTAL ELEMENTARY SCHOOL FACILITIES AND PROGRAMS$0$38,536
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE MCCAHILLPresident-$0--
BECCA TORRESVice President-$0--
CHARLEEN DRISCOLLSecretary-$0--
LISA BURGERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$60,756$60,756$233$60,523
Auctions$54,830$54,830$20,955$33,875
Total Events$188,600$188,600$53,785$134,815
Filing and Contact Details

Filer

Filer Name
Loma Portal Foundation
EIN
33-0874835
Phone
6192231683
Address
3341 BROWNING STREET, SAN DIEGO, CA 92106

Signing Officer

Name
Katie Mccahill
Title
President
Phone
6192231683
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
William B Harris CPA Apc
Address
9815 CARROLL CANYON RD STE 100, SAN DIEGO, CA 92131
Preparer
William B Harris
Phone
8584540957
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 56.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: loma portal elementary school. Affiliate address: 3341 browning st. San diego, ca 92106. Purpose of payment: school/teacher support & supplies. Amount of payment: 38,536.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: loma portal elementary school. Affiliate address: 3341 browning st. San diego, ca 92106. Purpose of payment: library books & supplies. Amount of payment: 1,536.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: loma portal elementary school. Affiliate address: 3341 browning st. San diego, ca 92106. Purpose of payment: environmental school yard. Amount of payment: 11,536. Total included on form 990-ez, line 10: 51,608.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: miscellaneous. Amount: 1,560. Description: officers e&o insurance. Amount: 699. Description: bank charges. Amount: 32. Description: funds mishandled by former treasurer in 2017. Amount: 20,864. Total to form 990-ez, line 16: 23,155.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: funds receivable from p.f. Carrasco for 2015-17. Amount: 48,153.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: computer equipment. Beg. Of year amount: 1,384. End of year amount: 1,384. Description: funds receivable from p. F. Carrasco for 2015-2017. Beg. Of year amount: 0. End of year amount: 48,153.”

Form 990-ez, Schedule L, Part II, Column C

“It was discovered on 9/10/18 that funds totaling $48,153 were mishandled by the former treasurer during her tenure from 2015 through august 2017. A promissory note is currently in force with the former treasurer for the repayment of the entire balance due. Additionally, a claim is pending with 'pto today,' the foundation's insurer. In the event of default on the note, a police report will be immediately filed, and any unpaid note balance due will be pursued on the claim with 'pto today.'”

Raw XML Appendix215 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06192231683
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092106
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE MCCAHILL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLEEN DRISCOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA BURGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherExpensesTotalAmt023155
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL SUPPORT AND SERVICES FOR LOMA PORTAL ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE WELFARE OF THE STUDENTS THROUGH ENRICHMENT OF THE LOMA PORTAL ELEMENTARY SCHOOL FACILITIES AND PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0140292
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SANDIEGOUNIFIED.ORG/SCHOOLS/LOMA-PORTAL
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION MAINTAINS A CLOSE WORKING RELATIONSHIP WITH THE SCHOOL BY HAVING THE SCHOOL PRINCIPAL ATTEND MONTHLY BOARD MEETINGS. THE PRINCIPAL IS PROVIDED WITH THE FOUNDATION'S MONTHLY FINANCIAL REPORTS. AT LEAST ONE TEACHER LIASON ATTENDS THE MONTHLY BOARD MEETINGS AS WELL. BOTH THE PRINCIPAL AND TEACHER LIASONS PROVIDE A SIGNIFICANT VOICE IN THE COMMUNICATION OF SCHOOL NEEDS AND DIRECTING THE USE OF THE ORGANIZATION'S FUNDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION MAINTAINS A CLOSE WORKING RELATIONSHIP WITH THE SCHOOL BY HAVING THE SCHOOL PRINCIPAL ATTEND MONTHLY BOARD MEETINGS. THE PRINCIPAL IS PROVIDED WITH THE FOUNDATION'S MONTHLY FINANCIAL REPORTS. AT LEAST ONE TEACHER LIASON ATTENDS THE MONTHLY BOARD MEETINGS AS WELL. BOTH THE PRINCIPAL AND TEACHER LIASONS PROVIDE A SIGNIFICANT VOICE IN THE COMMUNICATION OF SCHOOL NEEDS AND DIRECTING THE USE OF THE ORGANIZATION'S FUNDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION PROVIDES EDUCATIONAL SUPPORT AND SERVICES FOR LOMA PORTAL ELEMENTARY SCHOOL BY RAISING FUNDS USED FOR SCHOOL FACILITIES/OPERATING EXPENSES/EQUIPMENT, TEACHER SUPPLIES, COMPUTER LAB SUPPLIES/EQUIPMENT, LIBRARY BOOKS/SUPPLIES AND OTHER PROJECTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SEC. D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SEC. D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, SEC. E, LINE 1C
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0330874835
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt038536
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LOMA PORTAL ELEMENTARY SCHOOL
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IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0SEE SCHEDULE O.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0PF CARRASCO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FORMER TREASURER FROM 2015 THROUGH AUGUST 2017
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt048153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 56.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: LOMA PORTAL ELEMENTARY SCHOOL. AFFILIATE ADDRESS: 3341 BROWNING ST. SAN DIEGO, CA 92106. PURPOSE OF PAYMENT: SCHOOL/TEACHER SUPPORT & SUPPLIES. AMOUNT OF PAYMENT: 38,536.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: LOMA PORTAL ELEMENTARY SCHOOL. AFFILIATE ADDRESS: 3341 BROWNING ST. SAN DIEGO, CA 92106. PURPOSE OF PAYMENT: LIBRARY BOOKS & SUPPLIES. AMOUNT OF PAYMENT: 1,536.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AFFILIATE NAME: LOMA PORTAL ELEMENTARY SCHOOL. AFFILIATE ADDRESS: 3341 BROWNING ST. SAN DIEGO, CA 92106. PURPOSE OF PAYMENT: ENVIRONMENTAL SCHOOL YARD. AMOUNT OF PAYMENT: 11,536. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 51,608.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,560. DESCRIPTION: OFFICERS E&O INSURANCE. AMOUNT: 699. DESCRIPTION: BANK CHARGES. AMOUNT: 32. DESCRIPTION: FUNDS MISHANDLED BY FORMER TREASURER IN 2017. AMOUNT: 20,864. TOTAL TO FORM 990-EZ, LINE 16: 23,155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: FUNDS RECEIVABLE FROM P.F. CARRASCO FOR 2015-17. AMOUNT: 48,153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: COMPUTER EQUIPMENT. BEG. OF YEAR AMOUNT: 1,384. END OF YEAR AMOUNT: 1,384. DESCRIPTION: FUNDS RECEIVABLE FROM P. F. CARRASCO FOR 2015-2017. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 48,153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7IT WAS DISCOVERED ON 9/10/18 THAT FUNDS TOTALING $48,153 WERE MISHANDLED BY THE FORMER TREASURER DURING HER TENURE FROM 2015 THROUGH AUGUST 2017. A PROMISSORY NOTE IS CURRENTLY IN FORCE WITH THE FORMER TREASURER FOR THE REPAYMENT OF THE ENTIRE BALANCE DUE. ADDITIONALLY, A CLAIM IS PENDING WITH 'PTO TODAY,' THE FOUNDATION'S INSURER. IN THE EVENT OF DEFAULT ON THE NOTE, A POLICE REPORT WILL BE IMMEDIATELY FILED, AND ANY UNPAID NOTE BALANCE DUE WILL BE PURSUED ON THE CLAIM WITH 'PTO TODAY.'
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, SCHEDULE L, PART II, COLUMN C
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE MCCAHILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06192231683
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOMA PORTAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOMA
ReturnHeader/Filer/EIN0330874835
ReturnHeader/Filer/PhoneNum06192231683
ReturnHeader/Filer/USAddress/AddressLine1Txt03341 BROWNING STREET
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092106
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02B45DDA730B62AFB7233148AFB67269F379FA9E2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B45DDA730B62AFB7233148AFB67269F379FA9E2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.203.78.60
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:22:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300534313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM B HARRIS CPA APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09815 CARROLL CANYON RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092131
ReturnHeader/PreparerPersonGrp/PhoneNum08584540957
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM B HARRIS
ReturnHeader/ReturnTs02018-11-14T16:17:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$203,023
Liabilities
$0
Net assets
$203,023
Revenue
$140,292
Expenses
$76,013
Net income
$64,279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.91$1.91$1.32$1.12$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.71$1.71$1.04$1.78$0.74
2023Detailed filing. Detailed filing data is available for this year.$2.45$2.45$1.07$1.45$0.38
2022Detailed filing. Detailed filing data is available for this year.$2.83$2.83$1.04$0.97$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.75$2.75$0.62$0.72$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.87$0.67$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$1.68$1.61$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.37$0.84$0.52
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.40$0.76$0.64
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.55$0.90$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.90$0.47$0.43
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.38$0.34$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.42$0.21$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.43$0.38$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.25$0.51$0.26