Civic Intelligence

Ross Valley Charter School

990 • Fiscal year 2018 • EIN 47-1755679

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileROSSVALLEYCHARTER.ORG/ROSS-VALLEY-CHARTER
97 Glen DriveFairfax, CA 94930

(415) 250-5879

Siviq Scores

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

Liabilities / Assets

88th percentile

0.78x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.24x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

61st percentile

7.4%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

43rd percentile

$45,210

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

98th percentile

215%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1091%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$667,975

Up $455,946 (+215%) from 2017

Net Assets

$146,482

No earlier filing loaded for comparison.

Liabilities

Up

$521,493

Up $298,184 (+134%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin61st percentile

Revenue

Up

$2,144,818

Up $1,964,743 (+1091%) from 2017

Expenses

Up

$1,987,056

Up $1,790,228 (+910%) from 2017

Net Income

Up

$157,762

Up $174,515 (+1042%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $212,029Liabilities 2017: $223,3092017Assets 2018: $667,975Liabilities 2018: $521,493Net Assets 2018: $146,4822018Assets 2019: $564,765Liabilities 2019: $347,904Net Assets 2019: $216,8612019Assets 2020: $785,163Liabilities 2020: $536,166Net Assets 2020: $248,9972020Assets 2021: $1,385,121Liabilities 2021: $920,309Net Assets 2021: $464,8122021Assets 2022: $1,049,618Liabilities 2022: $527,037Net Assets 2022: $522,5812022Assets 2023: $2,031,312Liabilities 2023: $1,534,410Net Assets 2023: $496,9022023Assets 2024: $1,564,530Liabilities 2024: $1,179,909Net Assets 2024: $384,6212024

Highlighted filing

2018

Assets$667,975
Liabilities$521,493
Net Assets$146,482
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $180,075Expenses 2017: $196,828Net Income 2017: -$16,7532017Revenue 2018: $2,144,818Expenses 2018: $1,987,056Net Income 2018: $157,7622018Revenue 2019: $2,015,994Expenses 2019: $1,945,615Net Income 2019: $70,3792019Revenue 2020: $2,174,555Expenses 2020: $2,142,419Net Income 2020: $32,1362020Revenue 2021: $2,527,560Expenses 2021: $2,311,745Net Income 2021: $215,8152021Revenue 2022: $2,984,998Expenses 2022: $2,927,229Net Income 2022: $57,7692022Revenue 2023: $3,389,781Expenses 2023: $3,415,460Net Income 2023: -$25,6792023Revenue 2024: $3,035,238Expenses 2024: $3,147,519Net Income 2024: -$112,2812024

Highlighted filing

2018

Revenue$2,144,818
Expenses$1,987,056
Net Income$157,762
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$2,144,818
Mission and Program Overview

Mission

To offer a progressive education model that emphasizes inquiry, exploration, and hands-on, immersion-based experiences. We offer a learning-by-doing approach that prepares students to work effectively together in teams, think critically, seek information to solve problems, and be lifelong learners and culturally competent members of our diverse global community.

To operate a charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$111,156$365,370▲ $254,214
Savings and Temporary Cash Investments$93,279$225,153▲ $131,874
Cash and Non-Interest-Bearing Accounts-$58,748-
Land, Buildings, and Equipment, Net$0$11,146▲ $11,146
Prepaid Expenses and Deferred Charges$7,594$7,558▼ $36
Total Assets$212,029$667,975▲ $455,946
Liabilities
Unsecured Notes Loans Payable$146,514$292,500▲ $145,986
Accounts Payable and Accrued Expenses$76,795$228,993▲ $152,198
Total Liabilities$223,309$521,493▲ $298,184
Net Assets / Fund Balance
Unrestricted Net Assets$-11,280$146,482▲ $157,762
Total Net Assets Fund Balance$-11,280$146,482▲ $157,762
Total Liabilities and Net Assets / Fund Balance$212,029$667,975▲ $455,946

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$11,146$948$12,094
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Luke DucheneDirector and PresidentFT$45,210$45,210
Chris LyonsMember-$42,256$42,256

Board Members and Trustees

NameTitle
Sharon SagarChairperson
Sonya StanleyVice-chair
Conn HickeyCFO and Treasurer
John KirkMember
Kristi KimballMember
Revenue and Support

Revenue Composition

Contributions and Grants
$1,996,692
Program Service Revenue
$122,642
Investment Income
$387
Other Revenue
$25,097
All Other Contributions
$658,021
Change in Net Assets
$157,762

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,144,818
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,144,818
Total Revenue per Form 990
$2,144,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,156,002
Other Expenses$831,054
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$726,127$20,794-$746,921
Current Officers, Directors, Trustees, and Key Employees$129,039$94,605-$223,644
All Other Expenses$131,311$54,646-$185,957
Office Expenses$176,251$1,973-$178,224
Fees for Services Legal-$121,403-$121,403
Occupancy$104,241--$104,241
Pension Plan Contributions$81,849--$81,849
Other Employee Benefits$79,985--$79,985
Fees for Services Other$44,232$33,195-$77,427
Payroll Taxes$22,257$1,346-$23,603
Information Technology$22,169--$22,169
Insurance-$14,599-$14,599
Other Expenses$14,506--$14,506
Advertising-$10,955-$10,955
Fees for Services Management-$9,485-$9,485
Depreciation Depletion$948--$948
Conferences and Meetings-$450-$450
Interest-$162-$162
Total Functional Expenses$1,623,443$363,613$0$1,987,056

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,987,056
Total Expenses per Audited Statements$1,987,056
Total Expenses per Form 990$1,987,056
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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 A, Line 8B

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

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

“A copy of the 990 tax return is provided to the board for approval prior to filing.”

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

“As a public entity, ross valley charter school must have a conflict of interest policy approved by the marin county board. This policy clearly spells out the manner in which designated employees who may have a conflict of interest in a decision must refrain in participating in that decision in any way. If the designated employee is a board member, he or she must leave the room during the discussion and voting on the matter. This is reflected in board minutes. The school director, the board chair, and the treasurer have a joint responsibility to enforce this policy at all times. All designated employees have to annually file a form 700 statement of economic interest with the county elections clerk and the california fair political practices commission and it is a public record.”

Form 990, Part VI, Section B, Line 15A

“The treasurer conducts a review on the compensation package for officers in the geographical area to assess the reasonablness of ross valley's executive compensation package. After performance of due diligence is complete, the treasurer recommends a compensation package to the board of directors; the board then votes on the compensation package for approval.”

Form 990, Part VI, Section C, Line 19

“The information is published under board and governance/policies on the school's website.”

Filing and Contact Details

Filer

Filer Name
Ross Valley Charter School
EIN
47-1755679
Phone
4152505879
Address
97 GLEN DRIVE, FAIRFAX, CA 94930

Signing Officer

Name
Luke Duchene
Title
School Director, President
Phone
4152505879
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Luke Duchene
Formed
2014
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
28
Volunteers
75

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen
Phone
6268577300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The school is a nonprofit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The school files informational returns in the u.s. Federal jurisdiction, and the state of california. The statute of limitations for federal and california state purposes is generally three and four years, respectively.”

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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0225153
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01987056
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt011146
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0948
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt012094
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02144818
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011146
IRS990ScheduleD/TotalExpensesPerForm990Amt01987056
IRS990ScheduleD/TotalRevenuePerForm990Amt02144818
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02144818
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01987056
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ROSS VALLEY POSTS ITS NON DISCRIMINATE POLICIES ON ITS WEBSITE VIEWABLE BY THE GENERAL PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1ROSS VALLEY DOES NOT OFFER SCHOLARSHIPS OR FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2ROSS VALLEY CHARTER SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 TAX RETURN IS PROVIDED TO THE BOARD FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS A PUBLIC ENTITY, ROSS VALLEY CHARTER SCHOOL MUST HAVE A CONFLICT OF INTEREST POLICY APPROVED BY THE MARIN COUNTY BOARD. THIS POLICY CLEARLY SPELLS OUT THE MANNER IN WHICH DESIGNATED EMPLOYEES WHO MAY HAVE A CONFLICT OF INTEREST IN A DECISION MUST REFRAIN IN PARTICIPATING IN THAT DECISION IN ANY WAY. IF THE DESIGNATED EMPLOYEE IS A BOARD MEMBER, HE OR SHE MUST LEAVE THE ROOM DURING THE DISCUSSION AND VOTING ON THE MATTER. THIS IS REFLECTED IN BOARD MINUTES. THE SCHOOL DIRECTOR, THE BOARD CHAIR, AND THE TREASURER HAVE A JOINT RESPONSIBILITY TO ENFORCE THIS POLICY AT ALL TIMES. ALL DESIGNATED EMPLOYEES HAVE TO ANNUALLY FILE A FORM 700 STATEMENT OF ECONOMIC INTEREST WITH THE COUNTY ELECTIONS CLERK AND THE CALIFORNIA FAIR POLITICAL PRACTICES COMMISSION AND IT IS A PUBLIC RECORD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER CONDUCTS A REVIEW ON THE COMPENSATION PACKAGE FOR OFFICERS IN THE GEOGRAPHICAL AREA TO ASSESS THE REASONABLNESS OF ROSS VALLEY'S EXECUTIVE COMPENSATION PACKAGE. AFTER PERFORMANCE OF DUE DILIGENCE IS COMPLETE, THE TREASURER RECOMMENDS A COMPENSATION PACKAGE TO THE BOARD OF DIRECTORS; THE BOARD THEN VOTES ON THE COMPENSATION PACKAGE FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE INFORMATION IS PUBLISHED UNDER BOARD AND GOVERNANCE/POLICIES ON THE SCHOOL'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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 B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0212029
IRS990/TotalAssetsEOYAmt0667975
IRS990/TotalAssetsGrp/BOYAmt0212029
IRS990/TotalAssetsGrp/EOYAmt0667975
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01996692
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0363613
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01623443
IRS990/TotalFunctionalExpensesGrp/TotalAmt01987056
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0223309
IRS990/TotalLiabilitiesEOYAmt0521493
IRS990/TotalLiabilitiesGrp/BOYAmt0223309
IRS990/TotalLiabilitiesGrp/EOYAmt0521493
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-11280
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0146482
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01623443
IRS990/TotalProgramServiceRevenueAmt0122642
IRS990/TotalReportableCompFromOrgAmt087466
IRS990/TotalRevenueGrp/ExclusionAmt0387
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0147739
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02144818
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0212029
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0667975
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-11280
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0146482
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0146514
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0292500
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt097 GLEN DRIVE
IRS990/USAddress/CityNm0FAIRFAX
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094930
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0HTTPS://ROSSVALLEYCHARTER.ORG/ROSS-VALLEY-CHARTER
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LUKE DUCHENE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SCHOOL DIRECTOR, PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04152505879
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSS VALLEY CHARTER SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0ROSS
ReturnHeader/Filer/EIN0471755679
ReturnHeader/Filer/PhoneNum04152505879
ReturnHeader/Filer/USAddress/AddressLine1Txt097 GLEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0FAIRFAX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094930
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05361518973D1A559921F7DF4214214CF34F86A31
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02196CE574210BD6A21B8FFFAB9B8789DA39A5838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:53:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE MCMULLEN
ReturnHeader/ReturnTs02019-05-14T13:47:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$667,975
Liabilities
$521,493
Net assets
$146,482
Revenue
$2,144,818
Expenses
$1,987,056
Net income
$157,762
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$1.18$0.38$3.04$3.15$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.03$1.53$0.50$3.39$3.42$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.53$0.52$2.98$2.93$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.92$0.46$2.53$2.31$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.54$0.25$2.17$2.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.35$0.22$2.02$1.95$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.52$0.15$2.14$1.99$0.16
2017Summary only. Only limited summary data is available for this year.$0.21$0.22$0.18$0.20$0.02