Civic Intelligence

San Diego Regional Economic Development Foundation

990 • Fiscal year 2020 • EIN 33-0992658

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 11, 2022

Organization ProfileN/A
530 B Street Ste 700San Diego, CA 92101

(619) 234-8484

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

99th percentile

1027%

Faster asset growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

215%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,709,606

Up $1,557,960 (+1027%) from 2019

Net Assets

Up

$1,690,969

Up $1,575,540 (+1365%) from 2019

Liabilities

Down

$18,637

Down $17,580 (-49%) from 2019

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin93rd percentile

Revenue

Up

$2,671,630

Up $1,822,994 (+215%) from 2019

Expenses

Up

$1,086,872

Up $153,842 (+16%) from 2019

Net Income

Up

$1,584,758

Up $1,669,152 (+1978%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $138,955Liabilities 2012: $56,737Net Assets 2012: $82,2182012Assets 2013: $25,199Liabilities 2013: $0Net Assets 2013: $25,1992013Assets 2014: $87,000Liabilities 2014: $12,377Net Assets 2014: $74,6232014Assets 2015: $205,855Liabilities 2015: $12,000Net Assets 2015: $193,8552015Assets 2016: $355,905Liabilities 2016: $0Net Assets 2016: $355,9052016Assets 2017: $395,932Liabilities 2017: $251,241Net Assets 2017: $144,6912017Assets 2018: $211,919Liabilities 2018: $0Net Assets 2018: $211,9192018Assets 2019: $151,646Liabilities 2019: $36,217Net Assets 2019: $115,4292019Assets 2020: $1,709,606Liabilities 2020: $18,637Net Assets 2020: $1,690,9692020Assets 2021: $1,980,321Liabilities 2021: $470,861Net Assets 2021: $1,509,4602021Assets 2022: $733,349Liabilities 2022: $229,663Net Assets 2022: $503,6862022Assets 2023: $404,319Liabilities 2023: $22,178Net Assets 2023: $382,1412023Assets 2024: $580,803Liabilities 2024: $72,512Net Assets 2024: $508,2912024

Highlighted filing

2020

Assets$1,709,606
Liabilities$18,637
Net Assets$1,690,969
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $551,1622012Expenses 2013: $330,1692013Revenue 2014: $374,422Expenses 2014: $324,998Net Income 2014: $49,4242014Revenue 2015: $857,560Expenses 2015: $738,328Net Income 2015: $119,2322015Revenue 2016: $877,979Expenses 2016: $715,929Net Income 2016: $162,0502016Revenue 2017: $875,610Expenses 2017: $1,086,824Net Income 2017: -$211,2142017Revenue 2018: $1,052,397Expenses 2018: $997,263Net Income 2018: $55,1342018Revenue 2019: $848,636Expenses 2019: $933,030Net Income 2019: -$84,3942019Revenue 2020: $2,671,630Expenses 2020: $1,086,872Net Income 2020: $1,584,7582020Revenue 2021: $1,492,316Expenses 2021: $1,673,825Net Income 2021: -$181,5092021Revenue 2022: $259,500Expenses 2022: $1,265,272Net Income 2022: -$1,005,7722022Revenue 2023: $553,000Expenses 2023: $662,199Net Income 2023: -$109,1992023Revenue 2024: $800,917Expenses 2024: $674,767Net Income 2024: $126,1502024

Highlighted filing

2020

Revenue$2,671,630
Expenses$1,086,872
Net Income$1,584,758
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 11, 2022
Return Version
2019v5.2
Gross Receipts
$2,671,630
Mission and Program Overview

Mission

The San Diego Regional Economic Development Foundation's mission is to support and cultivate sustainable employment opportunities for San Diego County residents contributing to a prosperous local economy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$99,248$1,001,700▲ $902,452
Cash and Non-Interest-Bearing Accounts$52,400$661,596▲ $609,196
Prepaid Expenses and Deferred Charges$0$46,310▲ $46,310
Total Assets$151,648$1,709,606▲ $1,557,958
Liabilities
Accounts Payable and Accrued Expenses$45,437$18,637▼ $26,800
Total Liabilities$45,437$18,637▼ $26,800
Net Assets / Fund Balance
Net Assets With Donor Restrictions$72,500$1,619,720▲ $1,547,220
Net Assets Without Donor Restrictions$33,711$71,249▲ $37,538
Total Net Assets Fund Balance$106,211$1,690,969▲ $1,584,758
Total Liabilities and Net Assets / Fund Balance$151,648$1,709,606▲ $1,557,958
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Delinda ForsytheDirector
Jacquie FurtadoDirector
Mark LeeDirector
Meg StorerDirector
Sierra SpitzerDirector
Jennifer StormExecutive Director
Tana LorahSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,671,630
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,566,559
Change in Net Assets
$1,584,758

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,671,630
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,671,630
Total Revenue per Form 990
$2,671,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,086,872
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
Fees for Services Other$1,051,006$6,919-$1,057,925
Fees for Services Management-$29,960-$29,960
Travel-$-1,013-$-1,013
Total Functional Expenses$1,051,006$35,866$0$1,086,872

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,086,872
Total Expenses per Audited Statements$1,086,872
Total Expenses per Form 990$1,086,872
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
Lobbying 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
No

Governance Explanations

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

“The 990 draft is reviewed by the Director and the board”

Form 990, Part VI, Section B, line 12C

“The Conflict of Interest Policy, included in the employee handbook, requires employees, directors, and officers to avoid any potential conflicts of interest and to reveal to the Board President, or in his/her absence the President Elect or Past President, any perceived, potential, or actual conflicts of interest.”

Form 990, Part VI, Section C, line 19

“The organization will provide the governing documents, policies and financial statements to any person who requests this information in writing.”

Filing and Contact Details

Filer

Filer Name
San Diego Regional Economic Development
EIN
33-0992658
Phone
6192348484
Address
530 B Street Ste 700, San Diego, CA 92101

Signing Officer

Name
Tana Lorah
Title
Chair, Board of Directors
Phone
6192348484
Signed
2022-10-11

Organization Details

Principal Officer
Tana lorah
Formed
2001
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
3
Volunteers
0

Preparer

Firm
Swenson Advisors LLP
Address
25220 Hancock Ave Suite 240, Murrieta, CA 92562
Preparer
Scott Maxwell
Phone
9514454700
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 2

“Advancing San Diego The Foundation created this program as a collaborative effort to better prepare San Diegans for quality jobs via locally serving education institutions and expand access to diverse, qualified talent for San Diego companies. Advancing San Diego is helping the region meet its inclusive growth goals by strengthening relationships between local industry and education systems. Better alignment between these systems will mean that the region can collectively prepare San Diegans for high-demand jobs, and local employers many of which are small companies can establish or expand recruitment relationships with locallyserving institutions.”

Form 990, Part IX, line 11G

“Business Expense: Program service expenses 0. Management and general expenses 179. Fundraising expenses 0. Total expenses 179. Operations: Program service expenses 0. Management and general expenses 2597. Fundraising expenses 0. Total expenses 2597. Direct Costs: Program service expenses 1051006. Management and general expenses 0. Fundraising expenses 0. Total expenses 1051006. Other: Program service expenses 0. Management and general expenses 4143. Fundraising expenses 0. Total expenses 4143.”

Form 990, pg.12 line 2C

“The organization did not change its oversight process or selection process during the year.”

Financial Statement Notes

Part X, Line 2:

“The Foundation recognizes interest and penalties accrued on any unrecognized tax benefits as a component of income tax expense. As of December 31, 2020 the Foundation has not accrued interest or penalties related to uncertain tax positions.”

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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/ProgSrvcAccomActy2Grp/Desc0The Foundation supports programs and initiatives which impact the region's ability to sustain job growthfor residents in high-demand jobs. Projects including, overseeing research projects that identify areas forpotential job growth and identify risk factors among certain sectors within the region's economy; outreachto businesses in the high technology sectors, with an emphasis on small and medium sized businessesand provide services to support their growth and development in the region; and stewarding the regionalInclusive Growth Strategy to make San Diego more affordable and competitive for all San Diegoresidents.
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IRS990/ProgSrvcAccomActy3Grp/Desc0The foundation was awarded a contract from the City of San Diego as a sub awardee on a larger grantawarded to the City of San Diego by the Office of Economic Adjustment (OEA), for Phase II of the project.This grant is provided to support non-profits and government entities in creating programs to assistdefense contractors who have been or may be impacted by reductions in defense spending.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0Workforce EducationThe Foundation supports programs and initiatives related to aligning the region's workforce developmentprograms with its economic development programs. Programs include, connecting college students withemployers on University/College campuses through Link2; connecting employers with workforce trainingprograms to align and inform programs; and support EDC's internship program.Entrepreneurship FundThe Foundation created this program to support initiatives and programs aimed at assisting smallbusinesses and entrepreneurs to grow and thrive in San Diego, thus creating more employmentopportunities in the region.MetroConnect
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01086872
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02671630
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation recognizes interest and penalties accrued on any unrecognized tax benefits as a component of income tax expense. As of December 31, 2020 the Foundation has not accrued interest or penalties related to uncertain tax positions.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01086872
IRS990ScheduleD/TotalRevenuePerForm990Amt02671630
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02671630
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01086872
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advancing San Diego The Foundation created this program as a collaborative effort to better prepare San Diegans for quality jobs via locally serving education institutions and expand access to diverse, qualified talent for San Diego companies. Advancing San Diego is helping the region meet its inclusive growth goals by strengthening relationships between local industry and education systems. Better alignment between these systems will mean that the region can collectively prepare San Diegans for high-demand jobs, and local employers many of which are small companies can establish or expand recruitment relationships with locallyserving institutions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 draft is reviewed by the Director and the board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Conflict of Interest Policy, included in the employee handbook, requires employees, directors, and officers to avoid any potential conflicts of interest and to reveal to the Board President, or in his/her absence the President Elect or Past President, any perceived, potential, or actual conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization will provide the governing documents, policies and financial statements to any person who requests this information in writing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Business Expense: Program service expenses 0. Management and general expenses 179. Fundraising expenses 0. Total expenses 179. Operations: Program service expenses 0. Management and general expenses 2597. Fundraising expenses 0. Total expenses 2597. Direct Costs: Program service expenses 1051006. Management and general expenses 0. Fundraising expenses 0. Total expenses 1051006. Other: Program service expenses 0. Management and general expenses 4143. Fundraising expenses 0. Total expenses 4143.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization did not change its oversight process or selection process during the year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, pg.12 line 2c
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0San Diego Regional Economic Development Corporation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0530 B st
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/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0693194
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0San Diego Regional Economic Development Corporation
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0151648
IRS990/TotalAssetsEOYAmt01709606
IRS990/TotalAssetsGrp/BOYAmt0151648
IRS990/TotalAssetsGrp/EOYAmt01709606
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02671630
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035866
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01051006
IRS990/TotalFunctionalExpensesGrp/TotalAmt01086872
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045437
IRS990/TotalLiabilitiesEOYAmt018637
IRS990/TotalLiabilitiesGrp/BOYAmt045437
IRS990/TotalLiabilitiesGrp/EOYAmt018637
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0106211
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01690969
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0152156
IRS990/TotalOtherProgSrvcRevenueAmt055000
IRS990/TotalProgramServiceExpensesAmt01051006
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02671630
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0151648
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01709606
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd01
IRS990/TravelGrp/ManagementAndGeneralAmt0-1013
IRS990/TravelGrp/TotalAmt0-1013
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0530 B Street Ste 700
IRS990/USAddress/CityNm0San Diego
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092101
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tana Lorah
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair, Board of Directors
ReturnHeader/BusinessOfficerGrp/PhoneNum06192348484
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Diego Regional Economic Development
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0330992658
ReturnHeader/Filer/PhoneNum06192348484
ReturnHeader/Filer/USAddress/AddressLine1Txt0530 B Street Ste 700
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330810710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Swenson Advisors LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025220 Hancock Ave Suite 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Murrieta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092562
ReturnHeader/PreparerPersonGrp/PhoneNum09514454700
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott Maxwell
ReturnHeader/ReturnTs02022-10-12T14:36:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,709,606
Liabilities
$18,637
Net assets
$1,690,969
Revenue
$2,671,630
Expenses
$1,086,872
Net income
$1,584,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.07$0.51$0.80$0.67$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.02$0.38$0.55$0.66$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.23$0.50$0.26$1.27$1.01
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.47$1.51$1.49$1.67$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.02$1.69$2.67$1.09$1.58
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.04$0.12$0.85$0.93$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.05$1.00$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.25$0.14$0.88$1.09$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.88$0.72$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.19$0.86$0.74$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.01$0.07$0.37$0.32$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.06$0.08$0.55