Civic Intelligence

Tesoro High School Titans Aquatics

990EZ • Fiscal year 2018 • EIN 46-0493149

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

Organization Profilewww.tesoroaquatics.com
PO Box 80481Rancho Santa Margarita, CA 92688

(949) 234-5310

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

85th percentile

54%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$102,360

Up $36,046 (+54%) from 2017

Net Assets

Up

$102,360

Up $36,046 (+54%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$160,368

Up $43,990 (+38%) from 2017

Expenses

Down

$124,322

Down $17,344 (-12%) from 2017

Net Income

Up

$36,046

Up $61,334 (+243%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$150K$100K$50K$0Assets 2011: $14,055Liabilities 2011: $02011Assets 2012: $21,844Liabilities 2012: $0Net Assets 2012: $21,8442012Assets 2013: $49,427Liabilities 2013: $0Net Assets 2013: $49,4272013Assets 2014: $64,169Net Assets 2014: $64,1692014Assets 2015: $48,847Net Assets 2015: $48,8472015Assets 2016: $91,602Net Assets 2016: $91,6022016Assets 2017: $66,314Net Assets 2017: $66,3142017Assets 2018: $102,360Net Assets 2018: $102,3602018Assets 2019: $135,927Net Assets 2019: $135,9272019Assets 2020: $140,149Net Assets 2020: $140,1492020Assets 2021: $108,965Net Assets 2021: $108,9652021Assets 2022: $127,881Net Assets 2022: $127,8812022Assets 2023: $104,498Net Assets 2023: $104,4982023Assets 2024: $95,011Net Assets 2024: $95,0112024Assets 2025: $106,706Net Assets 2025: $106,7062025

Highlighted filing

2018

Assets$102,360
Liabilities-
Net Assets$102,360
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

$200K$100K$0-$100KRevenue 2011: $97,051Expenses 2011: $120,415Net Income 2011: -$23,3642011Revenue 2012: $95,786Expenses 2012: $87,997Net Income 2012: $7,7892012Revenue 2013: $138,339Expenses 2013: $111,233Net Income 2013: $27,1062013Revenue 2014: $162,991Expenses 2014: $135,876Net Income 2014: $27,1152014Revenue 2015: $156,259Expenses 2015: $171,581Net Income 2015: -$15,3222015Revenue 2016: $148,802Expenses 2016: $106,047Net Income 2016: $42,7552016Revenue 2017: $116,378Expenses 2017: $141,666Net Income 2017: -$25,2882017Revenue 2018: $160,368Expenses 2018: $124,322Net Income 2018: $36,0462018Revenue 2019: $133,427Expenses 2019: $99,860Net Income 2019: $33,5672019Revenue 2020: $84,089Expenses 2020: $79,867Net Income 2020: $4,2222020Revenue 2021: $33,551Expenses 2021: $64,735Net Income 2021: -$31,1842021Revenue 2022: $75,417Expenses 2022: $56,501Net Income 2022: $18,9162022Revenue 2023: $62,208Expenses 2023: $85,591Net Income 2023: -$23,3832023Revenue 2024: $72,097Expenses 2024: $81,584Net Income 2024: -$9,4872024Revenue 2025: $87,009Expenses 2025: $75,314Net Income 2025: $11,6952025

Highlighted filing

2018

Revenue$160,368
Expenses$124,322
Net Income$36,046
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$175,432
Mission and Program Overview

Mission

Support for Tesoro HS aquatics programs

Program Services

DescriptionGrantsExpenses
To provide uniforms, equipment and supplies for members of the Tesoro Aquatics programs including: boys and girls water polo, summer water polo, and swim teams.$133,404-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darlene JensenSecretary-$0--
Nicole DaleyVice PresidentPT$0--
Chloe DiLucciaPresidentPT$0--
Shelley BirdTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$46,340$46,340$3,829$42,511
Total Events$46,340$46,340$3,829$42,511
Filing and Contact Details

Filer

Filer Name
Tesoro High School Titans Aquatics
EIN
46-0493149
Phone
9492345310
Address
PO Box 80481, Rancho Santa Margarita, CA 92688

Signing Officer

Name
Shelley Bird
Title
Treasurer
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
PutmanGroup
Address
9911 Irvine Center Drive Suite 100, Irvine, CA 92618
Preparer
Benjamin R Putman CPA CFP CDFA
Phone
9495026700
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Interest Income $1”

Other Expenses.1009

“Depreciation $5981”

Other Expenses.1

“Lady Titan Swim $33389”

Other Expenses.2

“Girl's Polo Expense $22299”

Other Expenses.3

“Boy's Polo Expense $19742”

Other Expenses.4

“Summer Polo Expense $18376”

Other Expenses.5

“Off Season Coach Stipends $15155”

Other Expenses.6

“Website Expense $1645”

Other Expenses.7

“PayPal Fees $1565”

Other Expenses.8

“Equipment $981”

Other Expenses.9

“Repair & Maintenance $918”

Other Expenses.10

“Group Liability Insurance $840”

Other Expenses.11

“Office Expense $632”

Other Expenses.12

“Miscellaneous expenses $520”

Other Expenses.13

“Office Supplies $357”

Other Expenses.14

“Merchant Fees $267”

Other Expenses.15

“Dues & Subscriptions $127”

Other Expenses.16

“Bank Service Charges $96”

Other Expenses.18

“LICENSES AND PERMITS $50”

Other Assets.1003

“Machinery and Equipment - Beginning $10512 Machinery and Equipment - Ending $13406”

Raw XML Appendix201 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PutmanGroup
IRS990EZ/BooksInCareOfDetail/PhoneNum09495026700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09911 Irvine Center Drive Suite 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Irvine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092618
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055802
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088954
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt011235
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt036046
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01318
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066314
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0102360
IRS990EZ/FundraisingGrossIncomeAmt046340
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06345
IRS990EZ/GrossReceiptsAmt0175432
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt017580
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066314
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102360
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066314
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102360
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Darlene Jensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nicole Daley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chloe DiLuccia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shelley Bird
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010512
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013406
IRS990EZ/OtherExpensesTotalAmt0122940
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support for Tesoro HS aquatics programs
IRS990EZ/PrintingPublicationsPostageAmt064
IRS990EZ/ProgramServiceRevenueAmt0111511
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide uniforms, equipment and supplies for members of the Tesoro Aquatics programs including: boys and girls water polo, summer water polo, and swim teams.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0133404
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03829
IRS990EZ/SpecialEventsNetIncomeLossAmt042511
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0124322
IRS990EZ/TotalProgramServiceExpensesAmt0133404
IRS990EZ/TotalRevenueAmt0160368
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.tesoroaquatics.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0117856
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0132046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0135590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0137333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0149330
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0672155
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt046340
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt013753
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt010326
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt013445
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt010411
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt094275
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0766430
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0164196
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0145799
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0145916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0150778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0159741
IRS990ScheduleA/Total509Grp/TotalAmt0766430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0164196
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0145799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0145916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0150778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0159741
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0766430
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03829
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046340
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042511
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03829
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest Income $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $5981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Lady Titan Swim $33389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Girl's Polo Expense $22299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Boy's Polo Expense $19742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Summer Polo Expense $18376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Off Season Coach Stipends $15155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Website Expense $1645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PayPal Fees $1565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Equipment $981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Repair & Maintenance $918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Group Liability Insurance $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Office Expense $632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MISCELLANEOUS EXPENSES $520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Office Supplies $357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Merchant Fees $267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Dues & Subscriptions $127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Bank Service Charges $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18LICENSES AND PERMITS $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Machinery and Equipment - Beginning $10512 Machinery and Equipment - Ending $13406
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.1003
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shelley Bird
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tesoro High School Titans Aquatics
ReturnHeader/Filer/BusinessNameControlTxt0TESO
ReturnHeader/Filer/EIN0460493149
ReturnHeader/Filer/PhoneNum09492345310
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 80481
ReturnHeader/Filer/USAddress/CityNm0Rancho Santa Margarita
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092688
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043694278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PutmanGroup
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09911 Irvine Center Drive Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09495026700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Benjamin R Putman CPA CFP CDFA
ReturnHeader/ReturnTs02018-11-09T14:29:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,360
Liabilities
-
Net assets
$102,360
Revenue
$160,368
Expenses
$124,322
Net income
$36,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.87$0.75$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.72$0.82$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.62$0.86$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.75$0.57$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.34$0.65$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.84$0.80$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.36$1.36$1.33$1.00$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.02$1.02$1.60$1.24$0.36
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.16$1.42$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.49$1.06$0.43
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.56$1.72$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.64$1.63$1.36$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$1.38$1.11$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.96$0.88$0.08
2011Summary only. Only limited summary data is available for this year.$0.14$0.00$0.97$1.20$0.23