Civic Intelligence

The Dan & Lillian King Foundation

990PF • Fiscal year 2018 • EIN 45-3831446

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 08, 2019

Organization Profile
449 Alvarado StreetMonterey, CA 93940

(831) 594-9711

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

1st percentile

-1017%

Higher net margin than 1% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

36th percentile

$53,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 105.1% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

13th percentile

-8.1%

Faster asset growth than 13% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-35%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$5,795,761

Down $512,979 (-8.1%) from 2017

Net Assets

Down

$5,795,761

Down $512,979 (-8.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin1st percentile

Revenue

Down

$50,442

Down $27,181 (-35%) from 2017

Expenses

Up

$563,421

Up $249,641 (+80%) from 2017

Net Income

Down

-$512,979

Down $276,822 (-117%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $1Liabilities 2012: $02012Assets 2013: $6,743,426Liabilities 2013: $0Net Assets 2013: $6,743,4262013Assets 2014: $6,748,432Liabilities 2014: $0Net Assets 2014: $6,748,4322014Assets 2015: $6,606,756Liabilities 2015: $02015Assets 2017: $6,308,740Liabilities 2017: $0Net Assets 2017: $6,308,7402017Assets 2018: $5,795,761Liabilities 2018: $0Net Assets 2018: $5,795,7612018Assets 2019: $3,265,334Liabilities 2019: $0Net Assets 2019: $3,265,3342019Assets 2020: $1,629,474Liabilities 2020: $0Net Assets 2020: $1,629,4742020Assets 2021: $1,560,421Liabilities 2021: $0Net Assets 2021: $1,560,4212021Assets 2022: $945,693Liabilities 2022: $0Net Assets 2022: $945,6932022Assets 2023: $1,106,736Liabilities 2023: $0Net Assets 2023: $1,106,7362023Assets 2024: $1,214,536Liabilities 2024: $0Net Assets 2024: $1,214,5362024

Highlighted filing

2018

Assets$5,795,761
Liabilities$0
Net Assets$5,795,761
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

$2.0M$0-$2.0M-$4.0MRevenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Expenses 2013: $132,6092013Revenue 2014: $186,313Expenses 2014: $181,307Net Income 2014: $5,0062014Revenue 2015: $60,724Expenses 2015: $274,548Net Income 2015: -$213,8242015Revenue 2017: $77,623Expenses 2017: $313,780Net Income 2017: -$236,1572017Revenue 2018: $50,442Expenses 2018: $563,421Net Income 2018: -$512,9792018Revenue 2019: -$1,545,499Expenses 2019: $984,928Net Income 2019: -$2,530,4272019Revenue 2020: $81,113Expenses 2020: $1,716,973Net Income 2020: -$1,635,8602020Revenue 2021: $79,812Expenses 2021: $148,865Net Income 2021: -$69,0532021Revenue 2022: $18,045Expenses 2022: $632,773Net Income 2022: -$614,7282022Revenue 2023: $239,089Expenses 2023: $78,046Net Income 2023: $161,0432023Revenue 2024: $199,901Expenses 2024: $92,101Net Income 2024: $107,8002024

Highlighted filing

2018

Revenue$50,442
Expenses$563,421
Net Income-$512,979
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 8, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen CollinsExecutive DirectorPT$53,000-$53,000
Nader AghaChairmanPT$0--
Safwat MalekVice ChairmanPT$0--
Ronald WeitzmanSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Dan & Lillian King Foundation
EIN
45-3831446
Phone
8315949711
Address
449 Alvarado Street, Monterey, CA 93940

Signing Officer

Name
Nader Agha
Title
President
Signed
2019-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Ward Accountancy Inc
Address
10 Bonifacio Plaza, Monterey, CA 93940
Preparer
Robert D Ward CPA
Phone
8313731211
Raw XML Appendix332 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
CashDistributionExplnStmt/ExplanationTxt0Check #1039 issued 06/28/18 to Monterey County Office of Education in the amount of $208,290 from new line of credit obtained by the private foundationCheck was not cashed as of 06/30/18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02012-09-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12012-09-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22014-06-30
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt214000
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt012087
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt11785
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2509
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DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt2509
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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt14983
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt21018
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc01661 Sunset Dr Bldg
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Patio
DepreciationSchedule/DepreciationPropertyGrp/Rt00.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt10.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt20.0364
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt014381
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014074
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014074
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-512979
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt054000
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0426284
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02492
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-17632
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-10635
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt050254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050558
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt034303
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0563421
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0156484
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0203905
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0203905
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0203905
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0203164
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Nader Agha
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Safwat Malek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ronald Weitzman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Stephen Collins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Executive Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0449 Alvarado Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1449 Alvarado Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2449 Alvarado Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3449 Alvarado Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Monterey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Monterey
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IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0449 Alvarado Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Monterey
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093940
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Stephen Collins
IRS990PF/StatementsRegardingActyGrp/PhoneNum08319700577
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Payments to the Monterey County Office of Education Continuing educational programs on the United States Constitution for underprivileged children in the County of Monterey
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0406937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1106937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To fund the constitution project, which includes the following: The development of the curriculum and materials of the project which is a one-week lesson plan designed to deepen students' understanding of the US constitution by engaging students in rigorous application of its principles through writing, debate, and role playing; secretarial and copying costs associated with the curriculum development, teacher stipend costs incurred to fund teacher participation in curriculum development; costs associated with filming and editing videos of lesson plans; and scholarship awards for teachers and students participation in school-sponsored field trips to Washingtonian DC and Philadelphia.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To fund the constitution project, which includes the following: The development of the curriculum and materials of the project which is a one-week lesson plan designed to deepen students' understanding of the US constitution by engaging students in rigorous application of its principles through writing, debate, and role playing; secretarial and copying costs associated with the curriculum development, teacher stipend costs incurred to fund teacher participation in curriculum development; costs associated with filming and editing videos of lesson plans; and scholarship awards for teachers and students participation in school-sponsored field trips to Washingtonian DC and Philadelphia.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Monterey County Office of Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Monterey County Office of Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0901 Blanco Cir
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1901 Blanco Cir
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0406937
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/AppliedToPriorYearsAmt0208290
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0406937
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0203905
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0238801
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0615227
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0238801
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0447091
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0203905
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0406937
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt069078
LandEtcSchedule2/LandEtcGrp/BookValueAmt0326433
LandEtcSchedule2/LandEtcGrp/BookValueAmt15467570
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0395511
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt15467570
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0350000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt13550000
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Gates Eisenhart & Dawson
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Varga Law
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01792
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1700
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050254
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0304
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150254
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Prior year
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt034268
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1State Taxes
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nader Agha
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Dan & Lillian King Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAN&
ReturnHeader/Filer/EIN0453831446
ReturnHeader/Filer/PhoneNum08315949711
ReturnHeader/Filer/USAddress/AddressLine1Txt0449 Alvarado Street
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202799045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ward Accountancy Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Bonifacio Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313731211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Ward CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-08T16:46:15-08:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,795,761
Liabilities
$0
Net assets
$5,795,761
Revenue
$50,442
Expenses
$563,421
Net income
-$512,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.20$0.09$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.24$0.08$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.02$0.63$0.61
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.15$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.08$1.72$1.64
2019Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$1.55$0.98$2.53
2018Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.05$0.56$0.51
2017Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.08$0.31$0.24
2015Summary only. Only limited summary data is available for this year.$6.61$0.00$0.06$0.27$0.21
2014Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.19$0.18$0.01
2013Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.13
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00