Civic Intelligence

Abc of Southern California Benefit Trust Fund Welfare Benefit Plan

990 • Fiscal year 2013 • EIN 33-6227695

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 17, 2014

Organization ProfileN/A

View Organization Page

1400 North Kellogg Drive Suite A92807

(714) 779-3199

Siviq Scores

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

Liabilities / Assets

85th percentile

0.44x

Higher debt load relative to assets than 85% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

77th percentile

0.22x

Higher debt load relative to revenue than 77% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Net Margin

52nd percentile

3.6%

Higher net margin than 52% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

88th percentile

$216,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets85th percentile

Assets

$2,820,574

No earlier filing loaded for comparison.

Net Assets

$1,572,448

No earlier filing loaded for comparison.

Liabilities

$1,248,126

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin52nd percentile

Revenue

$5,711,467

No earlier filing loaded for comparison.

Expenses

$5,507,254

No earlier filing loaded for comparison.

Net Income

$204,213

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $2,820,574Liabilities 2013: $1,248,126Net Assets 2013: $1,572,4482013Assets 2014: $3,240,691Liabilities 2014: $1,173,160Net Assets 2014: $2,067,5312014Assets 2015: $3,878,608Liabilities 2015: $1,584,392Net Assets 2015: $2,294,2162015Assets 2016: $4,958,672Liabilities 2016: $2,190,595Net Assets 2016: $2,768,0772016Assets 2017: $5,743,217Liabilities 2017: $2,441,932Net Assets 2017: $3,301,2852017Assets 2018: $6,568,497Liabilities 2018: $3,060,217Net Assets 2018: $3,508,2802018Assets 2019: $7,359,399Liabilities 2019: $3,788,759Net Assets 2019: $3,570,6402019Assets 2020: $7,331,384Liabilities 2020: $3,938,265Net Assets 2020: $3,393,1192020Assets 2021: $7,211,666Liabilities 2021: $4,143,309Net Assets 2021: $3,068,3572021Assets 2022: $6,040,587Liabilities 2022: $4,034,250Net Assets 2022: $2,006,3372022Assets 2023: $6,156,065Liabilities 2023: $4,215,485Net Assets 2023: $1,940,5802023

Highlighted filing

2013

Assets$2,820,574
Liabilities$1,248,126
Net Assets$1,572,448
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MRevenue 2013: $5,711,467Expenses 2013: $5,507,254Net Income 2013: $204,2132013Revenue 2014: $6,449,862Expenses 2014: $5,938,055Net Income 2014: $511,8072014Revenue 2015: $6,220,640Expenses 2015: $5,952,466Net Income 2015: $268,1742015Revenue 2016: $8,213,414Expenses 2016: $5,853,173Net Income 2016: $2,360,2412016Revenue 2017: $8,191,846Expenses 2017: $9,226,461Net Income 2017: -$1,034,6152017Revenue 2018: $12,147,217Expenses 2018: $11,632,799Net Income 2018: $514,4182018Revenue 2019: $18,124,613Expenses 2019: $14,687,355Net Income 2019: $3,437,2582019Revenue 2020: $19,956,433Expenses 2020: $20,478,637Net Income 2020: -$522,2042020Revenue 2021: $22,736,999Expenses 2021: $22,748,901Net Income 2021: -$11,9022021Revenue 2022: $23,713,513Expenses 2022: $24,346,661Net Income 2022: -$633,1482022Revenue 2023: $23,749,101Expenses 2023: $24,148,501Net Income 2023: -$399,4002023

Highlighted filing

2013

Revenue$5,711,467
Expenses$5,507,254
Net Income$204,213
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 17, 2014
Return Version
2013v3.0
Gross Receipts
$6,320,249
Mission and Program Overview

Mission

To provide health benefits for participants and their covered dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,682,482$1,852,942▲ $170,460
Rtn Earn Endowment Incm Other Fnds$1,274,764$1,572,448▲ $297,684
Savings and Temporary Cash Investments$495,642$665,733▲ $170,091
Accounts Receivable$247,116$297,506▲ $50,390
Prepaid Expenses and Deferred Charges$3,075$4,393▲ $1,318
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,428,315$2,820,574▲ $392,259
Liabilities
Other Liabilities$1,153,551$1,248,126▲ $94,575
Total Liabilities$1,153,551$1,248,126▲ $94,575
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,274,764$1,572,448▲ $297,684
Total Liabilities and Net Assets / Fund Balance$2,428,315$2,820,574▲ $392,259

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,852,942--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleBaseTotal
Richard DeisherTrustee$3,375$3,375

Board Members and Trustees

NameTitle
Richard VsmileyChairman
Shaaron BangsTrustee
Susan C McnielAdministrative Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,561,409
Investment Income
$93,578
Other Revenue
$56,480
Change in Net Assets
$204,213

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,711,467
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$188,046
Total Revenue per Audited Statements
$5,899,513
Total Revenue per Form 990
$5,711,467
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$610,755
Salaries, Compensation, and Employee Benefits$3,375
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,893,124
Fees for Services Legal---$129,169
Fees for Services Accounting---$53,700
Fees for Services Management---$38,724
Fees for Service Investment Mgmnt Fees---$8,075
Insurance---$4,685
Current Officers, Directors, Trustees, and Key Employees---$3,375
Other Expenses---$746
Total Functional Expenses$0$0$0$5,507,254

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,507,254
Total Expenses per Audited Statements$5,507,254
Total Expenses per Form 990$5,507,254
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Dollar Bank Reserve Payable$628,188
Apprentice & Member Firm Premium Payable$493,981
Accrued Expenses - Other$123,912
Vacation and Holiday Payable$2,045
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Certain administrative duties and bookkeeping services regarding benefit trust operations were delegated in a written agreement to polycomp administrative services, inc. Certain other administrative/clerical and apprentice enrollment assistance were delegated in a written agreement to the abc of southern california chapter inc. The agreement outlines various hourly fees associated with typical monthly functions and time and charges related to trust activities.”

Form 990, Part VI, Section A, Line 8B

“There are no committees that have authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The trustees are provided copies of the draft form 990 for review during the board meetings or via email.”

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

“The trust has a conflict of interest policy that is distributed annually by the organizations legal counsel to the trustees. The trustees are required to read, sign and return the policy with any potential conflict disclosures to the organizations legal counsel who maintains the written file.”

Form 990, Part VI, Section C, Line 19

“Upon advance notice, copies of form 1023, form 990, form 990t and audited financial statements are made available for onsight review at the organization's office.”

Form 990, Part VII, Section A, Line 1A

“Susan c. Mcniel is compensated as the president of associated builders and contractors of southern california, inc., a related organization.”

Filing and Contact Details

Filer

EIN
33-6227695
Phone
7147793199

Signing Officer

Name
Richard V Smiley
Title
Chairman
Phone
7147793199
Signed
2014-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard V Smiley
Formed
1998
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Preparer
James F Kepke CPA
Phone
9258201821
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2B and 2C

“The organization have trustees that assume responsiblity for the audited financial statements. They review and discuss financial statements and accounting issues with independent auditors upon beginning and completion of the annual audit.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net increase in benefit obligations”

Raw XML Appendix388 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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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CERTAIN ADMINISTRATIVE DUTIES AND BOOKKEEPING SERVICES REGARDING BENEFIT TRUST OPERATIONS WERE DELEGATED IN A WRITTEN AGREEMENT TO POLYCOMP ADMINISTRATIVE SERVICES, INC. CERTAIN OTHER ADMINISTRATIVE/CLERICAL AND APPRENTICE ENROLLMENT ASSISTANCE WERE DELEGATED IN A WRITTEN AGREEMENT TO THE ABC OF SOUTHERN CALIFORNIA CHAPTER INC. THE AGREEMENT OUTLINES VARIOUS HOURLY FEES ASSOCIATED WITH TYPICAL MONTHLY FUNCTIONS AND TIME AND CHARGES RELATED TO TRUST ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES ARE PROVIDED COPIES OF THE DRAFT FORM 990 FOR REVIEW DURING THE BOARD MEETINGS OR VIA EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST HAS A CONFLICT OF INTEREST POLICY THAT IS DISTRIBUTED ANNUALLY BY THE ORGANIZATIONS LEGAL COUNSEL TO THE TRUSTEES. THE TRUSTEES ARE REQUIRED TO READ, SIGN AND RETURN THE POLICY WITH ANY POTENTIAL CONFLICT DISCLOSURES TO THE ORGANIZATIONS LEGAL COUNSEL WHO MAINTAINS THE WRITTEN FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON ADVANCE NOTICE, COPIES OF FORM 1023, FORM 990, FORM 990T AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR ONSIGHT REVIEW AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUSAN C. MCNIEL IS COMPENSATED AS THE PRESIDENT OF ASSOCIATED BUILDERS AND CONTRACTORS OF SOUTHERN CALIFORNIA, INC., A RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAVE TRUSTEES THAT ASSUME RESPONSIBLITY FOR THE AUDITED FINANCIAL STATEMENTS. THEY REVIEW AND DISCUSS FINANCIAL STATEMENTS AND ACCOUNTING ISSUES WITH INDEPENDENT AUDITORS UPON BEGINNING AND COMPLETION OF THE ANNUAL AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2B AND 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10SEE ATTACHED SCHEDULE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10ASSOCIATED BUILDERS & CONTRACTORS OF SOUTHERN CALIFORNIA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11ABC SOUTHERN CALIFORNIA INC MERIT TRAINING TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952893577
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1731692659
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHAMPION FREE ENTERPRISE IN CONTRUCTION INDUSTRY WHILE ELIMINATING BARRIERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE APPRENTICESHIP TRAINING AND JOURNEYMEN UPGRADE TRAINING PROGRAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101400 N KELLOG DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine111400 N KELLOG DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0ANAHEIM HILLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1ANAHEIM HILLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode092807
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode192807
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt038724
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10ABC OF SOUTHERN CALIFORNIA CHAPTER INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11SEE ATTACHED SCHEDULE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02428315
IRS990/TotalAssetsEOYAmt02820574
IRS990/TotalAssetsGrp/BOYAmt02428315
IRS990/TotalAssetsGrp/EOYAmt02820574
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05507254
IRS990/TotalGrossUBIAmt093578
IRS990/TotalLiabilitiesBOYAmt01153551
IRS990/TotalLiabilitiesEOYAmt01248126
IRS990/TotalLiabilitiesGrp/BOYAmt01153551
IRS990/TotalLiabilitiesGrp/EOYAmt01248126
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01274764
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01572448
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05561409
IRS990/TotalReportableCompFromOrgAmt03375
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05617889
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05711467
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt093578
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02428315
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02820574
IRS990/TotReportableCompRltdOrgAmt0216000
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101400 N KELLOGG DR SUITE A
IRS990/USAddress/City0ANAHEIM
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode092807
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD V SMILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07147793199
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10ABC OF SOUTHERN CALIFORNIA BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRUST FUND WELFARE BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0ABCO
ReturnHeader/Filer/EIN0336227695
ReturnHeader/Filer/PhoneNum07147793199
ReturnHeader/Filer/USAddress/AddressLine101400 NORTH KELLOGG DRIVE SUITE A
ReturnHeader/Filer/USAddress/City0ANAHEIM
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092807
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942318056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JONES HENLE & SCHUNCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 9500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DANVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0945260195
ReturnHeader/PreparerPersonGrp/PhoneNum09258201821
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES F KEPKE CPA
ReturnHeader/ReturnTs02014-10-29T13:03:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,820,574
Liabilities
$1,248,126
Net assets
$1,572,448
Revenue
$5,711,467
Expenses
$5,507,254
Net income
$204,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.16$4.22$1.94$23.7$24.1$0.40
2022Detailed filing. Detailed filing data is available for this year.$6.04$4.03$2.01$23.7$24.3$0.63
2021Detailed filing. Detailed filing data is available for this year.$7.21$4.14$3.07$22.7$22.7$0.01
2020Detailed filing. Detailed filing data is available for this year.$7.33$3.94$3.39$20.0$20.5$0.52
2019Detailed filing. Detailed filing data is available for this year.$7.36$3.79$3.57$18.1$14.7$3.44
2018Detailed filing. Detailed filing data is available for this year.$6.57$3.06$3.51$12.1$11.6$0.51
2017Detailed filing. Detailed filing data is available for this year.$5.74$2.44$3.30$8.19$9.23$1.03
2016Detailed filing. Detailed filing data is available for this year.$4.96$2.19$2.77$8.21$5.85$2.36
2015Detailed filing. Detailed filing data is available for this year.$3.88$1.58$2.29$6.22$5.95$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.24$1.17$2.07$6.45$5.94$0.51
2013Detailed filing. Detailed filing data is available for this year.$2.82$1.25$1.57$5.71$5.51$0.20