Civic Intelligence

Adelphia Classical Christian Schools Inc

990EZ • Fiscal year 2019 • EIN 47-1633261

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 15, 2020

Organization ProfileN/A

View Organization Page

3777 N Harbor BlvdFullerton, CA 92835

(714) 446-1400

Siviq Scores

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

Liabilities / Assets

94th percentile

0.90x

Higher debt load relative to assets than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

0.30x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

47th percentile

2.2%

Higher net margin than 47% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$37,250

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$60,249

Up $6,277 (+12%) from 2018

Net Assets

Down

$6,212

Down $1,485 (-19%) from 2018

Liabilities

Up

$54,037

Up $7,762 (+17%) from 2018

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin47th percentile

Revenue

Down

$179,914

Down $42,297 (-19%) from 2018

Expenses

Down

$175,946

Down $58,873 (-25%) from 2018

Net Income

Up

$3,968

Up $16,576 (+131%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$1.0M$500K$0-$500KAssets 2015: $37,477Liabilities 2015: $28,577Net Assets 2015: $8,9002015Assets 2016: $28,700Liabilities 2016: $23,180Net Assets 2016: $5,5202016Assets 2017: $119,391Liabilities 2017: $101,055Net Assets 2017: $18,3362017Assets 2018: $53,972Liabilities 2018: $46,275Net Assets 2018: $7,6972018Assets 2019: $60,249Liabilities 2019: $54,037Net Assets 2019: $6,2122019Assets 2020: $43,893Liabilities 2020: $47,172Net Assets 2020: -$3,2792020Assets 2021: $175,425Liabilities 2021: $143,164Net Assets 2021: $32,2612021Assets 2022: $390,026Liabilities 2022: $240,593Net Assets 2022: $149,4332022Assets 2023: $605,932Liabilities 2023: $143,164Net Assets 2023: $462,7682023Assets 2024: $763,564Liabilities 2024: $409,767Net Assets 2024: $353,7972024Assets 2025: $940,890Liabilities 2025: $446,370Net Assets 2025: $494,5202025

Highlighted filing

2019

Assets$60,249
Liabilities$54,037
Net Assets$6,212
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2015: $86,342Expenses 2015: $77,442Net Income 2015: $8,9002015Revenue 2016: $159,255Expenses 2016: $162,635Net Income 2016: -$3,3802016Revenue 2017: $242,710Expenses 2017: $238,061Net Income 2017: $4,6492017Revenue 2018: $222,211Expenses 2018: $234,819Net Income 2018: -$12,6082018Revenue 2019: $179,914Expenses 2019: $175,946Net Income 2019: $3,9682019Revenue 2020: $168,828Expenses 2020: $178,319Net Income 2020: -$9,4912020Revenue 2021: $202,942Expenses 2021: $167,402Net Income 2021: $35,5402021Revenue 2022: $389,306Expenses 2022: $272,137Net Income 2022: $117,1692022Revenue 2023: $552,778Expenses 2023: $456,826Net Income 2023: $95,9522023Revenue 2024: $665,632Expenses 2024: $555,808Net Income 2024: $109,8242024Revenue 2025: $768,026Expenses 2025: $629,390Net Income 2025: $138,6362025

Highlighted filing

2019

Revenue$179,914
Expenses$175,946
Net Income$3,968
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 15, 2020
Return Version
2018v3.1
Gross Receipts
$179,914
Mission and Program Overview

Mission

Christian education of children

The purpose of this Corporation is to provide for the Christian education of children, to help promote parental involvement in the educational process, and to promote classical Christian education. This will be primarily accomplished through the formation and operation of Christian schools, together with all activities related toward their support and operation. This purpose shall also be accomplished through other education related activities which promote the Corporations programs and purposes.

Program Services

DescriptionGrantsExpenses
2018-2019 was a successfull year. In the fall of 2018 Adelphia now has approximately 60 students, and 8 part time teacher/employees.$111,577-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane BartoschTreasurerFT$37,250-$37,250
Christian BettenhausenPresident-$0--
Tessy TzoytzoyrakosSecretary-$0--
Tiffany BettenhausenChairmanPT$0--
Filing and Contact Details

Filer

Filer Name
Adelphia Classical Christian Schools Inc
EIN
47-1633261
Phone
7144461400
Address
3777 N Harbor Blvd, Fullerton, CA 92835

Signing Officer

Name
Christian Bettenhausen
Title
President
Signed
2020-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Bracey Tax & Investment Inc
Address
15651 IMPERIAL HWY 202B, La Mirada, CA 90638
Preparer
Phillip G Bracey Cfp Ea
Phone
5629026560
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1853”

Other Expenses.1

“Facility Rental $13875”

Other Expenses.2

“CONTRACT SERVICES $7990”

Other Expenses.3

“INSURANCE - Workmans Comp $3915”

Other Expenses.4

“Curriculum $3447”

Other Expenses.5

“Fundraiser Activities $3106”

Other Expenses.6

“Accounting $1166”

Other Expenses.7

“SUPPLIES $877”

Other Expenses.8

“INSURANCE- Liability ,D&O $846”

Other Expenses.9

“Website $845”

Other Expenses.10

“Staff Events $839”

Other Expenses.11

“Membership Dues $669”

Other Expenses.12

“Software & Subscriptions $626”

Other Expenses.14

“Staff Gifts $290”

Other Expenses.15

“Rental - Other $264”

Other Expenses.16

“Books and Subscriptns $200”

Other Expenses.17

“Staff Development $198”

Other Expenses.18

“Meals $161”

Other Expenses.19

“AWARDS & GRANTS $155”

Other Expenses.20

“Petty Cash $71”

Other Expenses.21

“COnference, Conventions, Meet $66”

Other Expenses.23

“Special Events $49”

Other Expenses.24

“MERCHANT FEES $38”

Other Expenses.25

“Student Events $35”

Other Expenses.26

“FTB Tax $10”

Other Assets.1005

“Accounts Receivable - Beginning $7695 Accounts Receivable - Ending $6267”

Other Assets.2

“Pre Paid Curriculum - Beginning $1221 Pre Paid Curriculum - Ending $0”

Other Assets.3

“Undeposited Funds - Beginning $0 Undeposited Funds - Ending $4627”

Other Assets.4

“Rounding to Bal - Beginning $1 Rounding to Bal - Ending $0”

Total Liabilities.1

“- Beginning $46275 - Ending $54037”

Raw XML Appendix195 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/PersonNm0Diane Bartosch
IRS990EZ/BooksInCareOfDetail/PhoneNum07144461400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06612 Bestel Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Westminster
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092683
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045055
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049355
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0179914
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03968
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0973
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053972
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060249
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0179914
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07697
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06212
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07697
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06212
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt237.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt237250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christian Bettenhausen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tessy Tzoytzoyrakos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Diane Bartosch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tiffany Bettenhausen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08917
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010894
IRS990EZ/OtherChangesInNetAssetsAmt0-5453
IRS990EZ/OtherExpensesTotalAmt041591
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of this Corporation is to provide for the Christian education of children, to help promote parental involvement in the educational process, and to promote classical Christian education. This will be primarily accomplished through the formation and operation of Christian schools, together with all activities related toward their support and operation. This purpose shall also be accomplished through other education related activities which promote the Corporations programs and purposes.
IRS990EZ/PrintingPublicationsPostageAmt0352
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02018-2019 was a successfull year. In the fall of 2018 Adelphia now has approximately 60 students, and 8 part time teacher/employees.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0111577
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0133030
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt046275
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt054037
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0175946
IRS990EZ/TotalProgramServiceExpensesAmt0111577
IRS990EZ/TotalRevenueAmt0179914
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Facility Rental $13875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRACT SERVICES $7990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE - Workmans Comp $3915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Curriculum $3447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fundraiser Activities $3106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounting $1166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES $877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE- Liability ,D&O $846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Website $845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Staff Events $839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Membership Dues $669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Software & Subscriptions $626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Staff Gifts $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Rental - Other $264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Books and Subscriptns $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Staff Development $198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Meals $161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18AWARDS & GRANTS $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Petty Cash $71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20COnference, Conventions, Meet $66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Special Events $49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22MERCHANT FEES $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Student Events $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24FTB Tax $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Accounts Receivable - Beginning $7695 Accounts Receivable - Ending $6267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Pre Paid Curriculum - Beginning $1221 Pre Paid Curriculum - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Undeposited Funds - Beginning $0 Undeposited Funds - Ending $4627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Rounding to Bal - Beginning $1 Rounding to Bal - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29- Beginning $46275 - Ending $54037
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Assets.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Total Liabilities.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christian Bettenhausen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Adelphia Classical Christian Schools Inc
ReturnHeader/Filer/BusinessNameControlTxt0ADEL
ReturnHeader/Filer/EIN0471633261
ReturnHeader/Filer/PhoneNum07144461400
ReturnHeader/Filer/USAddress/AddressLine1Txt03777 N Harbor Blvd
ReturnHeader/Filer/USAddress/CityNm0Fullerton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092835
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454990701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bracey Tax & Investment Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015651 IMPERIAL HWY 202B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Mirada
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090638
ReturnHeader/PreparerPersonGrp/PhoneNum05629026560
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP G BRACEY CFP EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-04-15T12:00:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,249
Liabilities
$54,037
Net assets
$6,212
Revenue
$179,914
Expenses
$175,946
Net income
$3,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.41$4.46$4.95$7.68$6.29$1.39
2024Detailed filing. Detailed filing data is available for this year.$7.64$4.10$3.54$6.66$5.56$1.10
2023Detailed filing. Detailed filing data is available for this year.$6.06$1.43$4.63$5.53$4.57$0.96
2022Detailed filing. Detailed filing data is available for this year.$3.90$2.41$1.49$3.89$2.72$1.17
2021Detailed filing. Detailed filing data is available for this year.$1.75$1.43$0.32$2.03$1.67$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.47$0.03$1.69$1.78$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.54$0.06$1.80$1.76$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.46$0.08$2.22$2.35$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.19$1.01$0.18$2.43$2.38$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.23$0.06$1.59$1.63$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.29$0.09$0.86$0.77$0.09