Civic Intelligence

Lotus Bloom

990 • Fiscal year 2017 • EIN 51-0662715

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization ProfileWWW.LOTUSBLOOMFAMILY.ORG
555 19th Street 131Oakland, CA 94612

(510) 735-9222

Siviq Scores

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

Liabilities / Assets

44th percentile

0.06x

Higher debt load relative to assets than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

75th percentile

$114,918

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

93rd percentile

65%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

44%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$1,135,607

Up $447,807 (+65%) from 2016

Net Assets

Up

$1,065,706

Up $437,707 (+70%) from 2016

Liabilities

Up

$69,901

Up $10,100 (+17%) from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin84th percentile

Revenue

Up

$1,508,575

Up $459,745 (+44%) from 2016

Expenses

Up

$1,070,868

Up $230,180 (+27%) from 2016

Net Income

Up

$437,707

Up $229,565 (+110%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $130,196Liabilities 2011: $4,341Net Assets 2011: $125,8552011Assets 2012: $58,595Liabilities 2012: $6,697Net Assets 2012: $51,8982012Assets 2013: $99,844Liabilities 2013: $17,100Net Assets 2013: $82,7442013Assets 2014: $107,678Liabilities 2014: $19,672Net Assets 2014: $88,0062014Assets 2015: $583,327Liabilities 2015: $131,997Net Assets 2015: $451,3302015Assets 2016: $687,800Liabilities 2016: $59,801Net Assets 2016: $627,9992016Assets 2017: $1,135,607Liabilities 2017: $69,901Net Assets 2017: $1,065,7062017Assets 2018: $1,413,459Liabilities 2018: $146,136Net Assets 2018: $1,267,3232018Assets 2019: $1,141,255Liabilities 2019: $115,477Net Assets 2019: $1,025,7782019Assets 2020: $1,973,020Liabilities 2020: $248,173Net Assets 2020: $1,724,8472020Assets 2021: $3,177,186Liabilities 2021: $942,321Net Assets 2021: $2,234,8652021Assets 2022: $4,150,496Liabilities 2022: $703,348Net Assets 2022: $3,447,1482022Assets 2023: $7,593,922Liabilities 2023: $496,642Net Assets 2023: $7,097,2802023Assets 2024: $7,533,317Liabilities 2024: $360,152Net Assets 2024: $7,173,1652024

Highlighted filing

2017

Assets$1,135,607
Liabilities$69,901
Net Assets$1,065,706
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $316,636Expenses 2011: $239,874Net Income 2011: $76,7622011Revenue 2012: $256,211Expenses 2012: $330,168Net Income 2012: -$73,9572012Revenue 2013: $301,025Expenses 2013: $256,540Net Income 2013: $44,4852013Revenue 2014: $476,074Expenses 2014: $470,812Net Income 2014: $5,2622014Revenue 2015: $872,039Expenses 2015: $508,715Net Income 2015: $363,3242015Revenue 2016: $1,048,830Expenses 2016: $840,688Net Income 2016: $208,1422016Revenue 2017: $1,508,575Expenses 2017: $1,070,868Net Income 2017: $437,7072017Revenue 2018: $1,486,030Expenses 2018: $1,284,413Net Income 2018: $201,6172018Revenue 2019: $1,472,343Expenses 2019: $1,713,888Net Income 2019: -$241,5452019Revenue 2020: $2,219,855Expenses 2020: $1,520,203Net Income 2020: $699,6522020Revenue 2021: $2,088,912Expenses 2021: $1,578,894Net Income 2021: $510,0182021Revenue 2022: $3,134,491Expenses 2022: $1,922,208Net Income 2022: $1,212,2832022Revenue 2023: $5,213,586Expenses 2023: $1,563,454Net Income 2023: $3,650,1322023Revenue 2024: $1,960,379Expenses 2024: $1,884,495Net Income 2024: $75,8842024

Highlighted filing

2017

Revenue$1,508,575
Expenses$1,070,868
Net Income$437,707
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$1,508,575
Mission and Program Overview

Mission

Lotus bloom is a family resource center where children aged 0-5 and their parents/caregivers learn, play, gain confidence and find connections to other new parents, health resources, education resources.

Lotus bloom is a multicultural organization that provides innovative programs for inner-city children, youth, and families, empowering individuals to realize their full potential through creative programming

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$180,102$523,530▲ $343,428
Savings and Temporary Cash Investments$290,347$245,278▼ $45,069
Cash and Non-Interest-Bearing Accounts$94,727$180,003▲ $85,276
Land, Buildings, and Equipment, Net$117,624$161,917▲ $44,293
Prepaid Expenses and Deferred Charges$5,000$24,879▲ $19,879
Total Assets$687,800$1,135,607▲ $447,807
Liabilities
Other Liabilities$57,663$60,071▲ $2,408
Accounts Payable and Accrued Expenses$2,138$9,830▲ $7,692
Total Liabilities$59,801$69,901▲ $10,100
Net Assets / Fund Balance
Unrestricted Net Assets$607,999$752,706▲ $144,707
Temporarily Rstr Net Assets$20,000$313,000▲ $293,000
Total Net Assets Fund Balance$627,999$1,065,706▲ $437,707
Total Liabilities and Net Assets / Fund Balance$687,800$1,135,607▲ $447,807

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$120,318$6,593$126,911
Leasehold Improvements$41,599$20,522$62,121
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Angela Louie HowardExecutive DiFT$114,918$114,918
Carla JassoMember-$28,085$28,085
Jill KunishimaMember-$680$680

Board Members and Trustees

NameTitle
Lindsey Chow-drakeChair
Senait MengstabMember
Tracey BlackSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,499,541
Program Service Revenue
$8,645
Investment Income
$389
Other Revenue
$0
All Other Contributions
$715,312
Change in Net Assets
$437,707
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$715,375
Other Expenses$355,493
Total Fundraising Expense$53,408
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$408,497$124,866$40,310$573,673
Fees for Services Other$179,728$3,450-$183,178
Other Employee Benefits$71,227$15,916$5,515$92,658
Conferences and Meetings$59,816--$59,816
Payroll Taxes$34,921$10,676$3,447$49,044
Occupancy$24,662$5,651$1,566$31,879
Office Expenses$9,484$12,177$2,081$23,742
Depreciation Depletion$15,803--$15,803
Travel$12,192--$12,192
Fees for Services Accounting-$11,693-$11,693
Information Technology$3,306$4,496$326$8,128
Insurance$1,647$503$163$2,313
Interest-$744-$744
Other Expenses$404$262-$262
Total Functional Expenses$826,925$190,535$53,408$1,070,868
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Just Make SenseED 50% OWNERSHPCompensated WorkNo$13,500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$25,720
Vacation Liability$25,176
Credit Card Balances$6,463
Payroll Liabilities$2,712
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is prepared by an outside accountant and reviewed by the executive director and approved by the board before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“Article 5 of the agency's bylaws specify that special actions are required if an officer or director has a personal or financial interest in any matter, including both disclosure of such interest and also not voting on the matter.”

Form 990, Page 6, Part VI, Line 19

“These documents and statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lotus Bloom
EIN
51-0662715
Phone
5107359222
Address
555 19TH STREET 131, OAKLAND, CA 94612

Signing Officer

Name
Angela Louie Howard
Title
Executive Director
Phone
5107359222
Signed
2017-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Louie Howard
Formed
2008
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
16
Volunteers
15

Preparer

Firm
Marjtax Incorporated
Address
3542 FRUITVALE AVE, OAKLAND, CA 94602-2327
Preparer
Marjorie Williams-jones
Phone
5104826204
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Hr/operations consultant 0 3,270 0 program consultants 179,578 0 0 other consultants 150 0 0 recruitment 0 180 0 total 179,728 3,450 0”

Form 990, Part XI, Line 9

“Prior year adjustment 439 0”

Raw XML Appendix398 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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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0290347
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0245278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01499541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01006336
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0889193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0463959
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0267425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04126454
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0389
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0167
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0556
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08645
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90900
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt03751534
IRS990ScheduleA/SubstantialContributorsTotAmt0374920
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01499541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01006336
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0889193
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0463959
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0267425
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04126454
IRS990ScheduleA/TotalSupportAmt04127010
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0120318
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06593
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0126911
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt041599
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt020522
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt062121
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025720
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt125176
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt26463
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32712
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1VACATION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARD BALANCES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0161917
IRS990ScheduleD/TotalLiabilityAmt060071
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JUST MAKE SENSE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0ED 50% OWNERSHP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt013500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0COMPENSATED WORK
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION OAKLAND PUBLIC EDUCATION FUND CONTRACTED WITH LOTUS BLOOM TO DO A SCOPE OF WORK. LOTUS BLOOM THEN PAID JUST MAKE SENSE TO DO THE WORK. JUST MAKE SENSE BELONGS TO ANGELA LOUIE HOWARD, EXECUTIVE DIRECTOR OF LOTUS BLOOM AND HER HUSBAND, WHO PERFORMED ALL OF THE WORK RELATED TO THE CONTRACT.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT AND REVIEWED BY THE EXECUTIVE DIRECTOR AND APPROVED BY THE BOARD BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ARTICLE 5 OF THE AGENCY'S BYLAWS SPECIFY THAT SPECIAL ACTIONS ARE REQUIRED IF AN OFFICER OR DIRECTOR HAS A PERSONAL OR FINANCIAL INTEREST IN ANY MATTER, INCLUDING BOTH DISCLOSURE OF SUCH INTEREST AND ALSO NOT VOTING ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS AND STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HR/OPERATIONS CONSULTANT 0 3,270 0 PROGRAM CONSULTANTS 179,578 0 0 OTHER CONSULTANTS 150 0 0 RECRUITMENT 0 180 0 TOTAL 179,728 3,450 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR YEAR ADJUSTMENT 439 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt020000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0313000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0687800
IRS990/TotalAssetsEOYAmt01135607
IRS990/TotalAssetsGrp/BOYAmt0687800
IRS990/TotalAssetsGrp/EOYAmt01135607
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01499541
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt053408
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0190535
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0826925
IRS990/TotalFunctionalExpensesGrp/TotalAmt01070868
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt059801
IRS990/TotalLiabilitiesEOYAmt069901
IRS990/TotalLiabilitiesGrp/BOYAmt059801
IRS990/TotalLiabilitiesGrp/EOYAmt069901
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0627999
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01065706
IRS990/TotalOtherProgSrvcExpenseAmt04476
IRS990/TotalProgramServiceExpensesAmt0826925
IRS990/TotalProgramServiceRevenueAmt08645
IRS990/TotalReportableCompFromOrgAmt0143683
IRS990/TotalRevenueGrp/ExclusionAmt0389
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08645
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01508575
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0687800
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01135607
IRS990/TravelGrp/ProgramServicesAmt012192
IRS990/TravelGrp/TotalAmt012192
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0607999
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0752706
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0555-19TH STREET
IRS990/USAddress/AddressLine2Txt0UNIT 131
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094612
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.LOTUSBLOOMFAMILY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA LOUIE HOWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05107359222
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOTUS BLOOM
ReturnHeader/Filer/BusinessNameControlTxt0LOTU
ReturnHeader/Filer/EIN0510662715
ReturnHeader/Filer/PhoneNum05107359222
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 19TH STREET 131
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094612
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00E0B2E351DA710F8E3E3619E04F563C3BAEEDADE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00E0B2E351DA710F8E3E3619E04F563C3BAEEDADE
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454570537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARJTAX INCORPORATED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03542 FRUITVALE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946022327
ReturnHeader/PreparerPersonGrp/PhoneNum05104826204
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-11T11:58:07-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,135,607
Liabilities
$69,901
Net assets
$1,065,706
Revenue
$1,508,575
Expenses
$1,070,868
Net income
$437,707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.53$0.36$7.17$1.96$1.88$0.08
2023Detailed filing. Detailed filing data is available for this year.$7.59$0.50$7.10$5.21$1.56$3.65
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.70$3.45$3.13$1.92$1.21
2021Detailed filing. Detailed filing data is available for this year.$3.18$0.94$2.23$2.09$1.58$0.51
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.25$1.72$2.22$1.52$0.70
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.12$1.03$1.47$1.71$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.15$1.27$1.49$1.28$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.07$1.07$1.51$1.07$0.44
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.06$0.63$1.05$0.84$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.13$0.45$0.87$0.51$0.36
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.09$0.48$0.47$0.01
2013Summary only. Only limited summary data is available for this year.$0.10$0.02$0.08$0.30$0.26$0.04
2012Summary only. Only limited summary data is available for this year.$0.06$0.01$0.05$0.26$0.33$0.07
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.32$0.24$0.08