Civic Intelligence

Sierra Waldorf School

990 • Fiscal year 2025 • EIN 77-0227794

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 15, 2025

19234 Rawhide RoadJamestown, CA 95327

(209) 984-0454

Siviq Scores

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

Liabilities / Assets

50th percentile

0.06x

Higher debt load relative to assets than 50% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.04x

Higher debt load relative to revenue than 40% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

13th percentile

-17%

Higher net margin than 13% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

5th percentile

-25%

Faster asset growth than 5% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-3.6%

Faster revenue growth than 29% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$875,769

Down $286,390 (-25%) from 2024

Net Assets

Down

$823,076

Down $256,309 (-24%) from 2024

Liabilities

Down

$52,693

Down $30,081 (-36%) from 2024

Revenue

Down

$1,314,117

Down $48,599 (-3.6%) from 2024

Expenses

Up

$1,543,224

Up $95,080 (+6.6%) from 2024

Net Income

Down

-$229,107

Down $143,679 (-168%) from 2024

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $527,978Liabilities 2011: $226,262Net Assets 2011: $301,7162011Assets 2012: $579,973Liabilities 2012: $229,600Net Assets 2012: $350,3732012Assets 2013: $569,045Liabilities 2013: $220,522Net Assets 2013: $348,5232013Assets 2014: $669,941Liabilities 2014: $223,365Net Assets 2014: $446,5762014Assets 2015: $743,934Liabilities 2015: $262,549Net Assets 2015: $481,3852015Assets 2016: $799,044Liabilities 2016: $254,676Net Assets 2016: $544,3682016Assets 2017: $853,233Liabilities 2017: $219,930Net Assets 2017: $633,3032017Assets 2018: $904,862Liabilities 2018: $219,512Net Assets 2018: $685,3502018Assets 2019: $975,347Liabilities 2019: $113,320Net Assets 2019: $862,0272019Assets 2020: $1,141,241Liabilities 2020: $356,497Net Assets 2020: $784,7442020Assets 2021: $1,117,857Liabilities 2021: $277,414Net Assets 2021: $840,4432021Assets 2022: $981,876Liabilities 2022: $86,862Net Assets 2022: $895,0142022Assets 2023: $1,070,786Liabilities 2023: $91,365Net Assets 2023: $979,4212023Assets 2024: $1,162,159Liabilities 2024: $82,774Net Assets 2024: $1,079,3852024Assets 2025: $875,769Liabilities 2025: $52,693Net Assets 2025: $823,0762025

Highlighted filing

2025

Assets$875,769
Liabilities$52,693
Net Assets$823,076

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $957,4582011Expenses 2012: $1,033,8232012Expenses 2013: $1,068,6192013Revenue 2014: $1,192,506Expenses 2014: $1,094,453Net Income 2014: $98,0532014Revenue 2015: $1,220,396Expenses 2015: $1,072,960Net Income 2015: $147,4362015Revenue 2016: $1,184,850Expenses 2016: $1,121,867Net Income 2016: $62,9832016Revenue 2017: $1,490,507Expenses 2017: $1,401,572Net Income 2017: $88,9352017Revenue 2018: $1,519,793Expenses 2018: $1,467,746Net Income 2018: $52,0472018Revenue 2019: $1,374,811Expenses 2019: $1,333,242Net Income 2019: $41,5692019Revenue 2020: $1,170,634Expenses 2020: $1,243,071Net Income 2020: -$72,4372020Revenue 2021: $1,114,505Expenses 2021: $1,114,049Net Income 2021: $4562021Revenue 2022: $1,189,023Expenses 2022: $1,173,422Net Income 2022: $15,6012022Revenue 2023: $1,252,355Expenses 2023: $1,269,471Net Income 2023: -$17,1162023Revenue 2024: $1,362,716Expenses 2024: $1,448,144Net Income 2024: -$85,4282024Revenue 2025: $1,314,117Expenses 2025: $1,543,224Net Income 2025: -$229,1072025

Highlighted filing

2025

Revenue$1,314,117
Expenses$1,543,224
Net Income-$229,107
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 15, 2025
Return Version
2024v5.0
Gross Receipts
$1,332,182
Mission and Program Overview

Mission

Education, the school had approximately 165 students enrolled in grades kindergarten through eighth grade for the school year, including the awarding of family scholarships and tuition relief for low income families.

Sierra waldorf school is committed to providing a waldorf education to children which develops their capacities for thinking, feeling and willing, while nurturing and honoring their spirit, soul and physical bodies. Our compassionate community is dedicated to the task of social renewal in the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$442,507$412,495▼ $30,012
Savings and Temporary Cash Investments$414,275$299,483▼ $114,792
Cash and Non-Interest-Bearing Accounts$201,412$59,771▼ $141,641
Accounts Receivable$4,768$2,015▼ $2,753
Total Assets$1,162,159$875,769▼ $286,390
Other Assets Total$99,197$102,005▲ $2,808
Liabilities
Other Liabilities$82,941$45,842▼ $37,099
Accounts Payable and Accrued Expenses$-167$6,851▲ $7,018
Total Liabilities$82,774$52,693▼ $30,081
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$898,582$679,123▼ $219,459
Net Assets With Donor Restrictions$180,803$143,953▼ $36,850
Total Net Assets Fund Balance$1,079,385$823,076▼ $256,309
Total Liabilities and Net Assets / Fund Balance$1,162,159$875,769▼ $286,390

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$328,956$298,728$627,684
Leasehold Improvements$70,578$167,195$237,773
Equipment$12,961$103,488$116,449
Other Assets Org$22--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ann FremdPresident
Jennifer EdwardsBoard Member
Josee BromleyEx Officio
Maria BromleyEx-officio M
Kara SiglerFaculty Rep
Kayla WilsonFaculty Rep
Andrew PekarekSecretary
Jarie MccoyTreasurer
Kim Kristenson-leeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$129,295
Program Service Revenue
$1,081,813
Investment Income
$7,433
Other Revenue
$95,576
All Other Contributions
$129,295
Change in Net Assets
$-229,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,166,003
Other Expenses$377,221
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,070,933--$1,070,933
Payroll Taxes$87,502--$87,502
Occupancy$80,356--$80,356
Insurance$41,722--$41,722
Depreciation Depletion$41,415--$41,415
All Other Expenses$28,517--$28,517
Other Expenses$15,833$2,606-$15,833
Fees for Services Legal-$9,552-$9,552
Information Technology$9,014--$9,014
Pension Plan Contributions$7,568--$7,568
Office Expenses-$7,540-$7,540
Advertising$3,808--$3,808
Fees for Services Accounting-$1,400-$1,400
Total Functional Expenses$1,522,126$21,098$0$1,543,224
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$113,641
Fundraising Direct Expenses$18,065
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$104,483$104,483$18,065$86,418
Elves Fair$5,654$5,654-$5,654
Total Events$110,137$110,137$18,065$92,072
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Tuition & Fees$33,812
Pac Funds$4,762
Workmans Comp Payable$3,236
Payroll Taxes Payable$3,126
Prepaid Field Trips$906
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

The tax return is reviewed by the treasurer, who reports to the board that the tax return was reviewed and submitted.

Form 990, Page 6, Part VI, Line 19

The public can review upon request.

Filing and Contact Details

Filer

Filer Name
Sierra Waldorf School
EIN
77-0227794
Phone
2099840454
Address
19234 RAWHIDE ROAD, JAMESTOWN, CA 95327

Signing Officer

Name
Jarie Mccoy
Title
Treasurer
Phone
2099840454
Signed
2025-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jarie Mccoy
Formed
1990
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
44

Preparer

Firm
Carlson & Associates Cpas Inc
Address
PO BOX 308, STANDARD, CA 95373
Preparer
Evan Christian
Phone
2095325171
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Sierra waldorf school is committed to providing a waldorf education to children which develops their capacities for thinking, feeling and willing, while nurturing and honoring their spirit, soul and physical bodies. Our compassionate community is dedicated to the task of social renewal in the world.

Form 990, Page 2, Part III, Line 4D

Providing a waldorf education to children which develops their capacities for thinking, feeling and willing, while nurturing and honoring their spirit, soul and physical bodies. Our compassionate community is dedicated to the task of social renewal in the world.

Form 990, Part XI, Line 9

Book / tax depreciation difference -2

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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/PYProgramServiceRevenueAmt01104908
IRS990/PYRevenuesLessExpensesAmt0-85428
IRS990/PYSalariesCompEmpBnftPaidAmt01114606
IRS990/PYTotalExpensesAmt01448144
IRS990/PYTotalRevenueAmt01362716
IRS990/ReconcilationRevenueExpnssAmt0-229107
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0414275
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0299483
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0328956
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0298728
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0627684
IRS990ScheduleD/EquipmentGrp/BookValueAmt012961
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0103488
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0116449
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt070578
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0167195
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0237773
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt075779
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt118385
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt26519
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt31300
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt422
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0WORK IN PROGRESS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PREPAID INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2PREPAID UTILITIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4EMPLOYEE ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033812
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14762
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23236
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt33126
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4906
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID TUITION & FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAC FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2WORKMANS COMP PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4PREPAID FIELD TRIPS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0412495
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0102005
IRS990ScheduleD/TotalLiabilityAmt045842
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/ExplanationTxt0STATEMENTS ARE INCLUDED IN ALL NEWSPAPER ADVERTISEMENTS AND ARE PRINTED ON ALL BROCHURES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018065
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ELVES FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0104483
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0110137
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0104483
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0110137
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt092072
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018065
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018065
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SIERRA WALDORF SCHOOL IS COMMITTED TO PROVIDING A WALDORF EDUCATION TO CHILDREN WHICH DEVELOPS THEIR CAPACITIES FOR THINKING, FEELING AND WILLING, WHILE NURTURING AND HONORING THEIR SPIRIT, SOUL AND PHYSICAL BODIES. OUR COMPASSIONATE COMMUNITY IS DEDICATED TO THE TASK OF SOCIAL RENEWAL IN THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDING A WALDORF EDUCATION TO CHILDREN WHICH DEVELOPS THEIR CAPACITIES FOR THINKING, FEELING AND WILLING, WHILE NURTURING AND HONORING THEIR SPIRIT, SOUL AND PHYSICAL BODIES. OUR COMPASSIONATE COMMUNITY IS DEDICATED TO THE TASK OF SOCIAL RENEWAL IN THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS REVIEWED BY THE TREASURER, WHO REPORTS TO THE BOARD THAT THE TAX RETURN WAS REVIEWED AND SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PUBLIC CAN REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK / TAX DEPRECIATION DIFFERENCE -2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01162159
IRS990/TotalAssetsEOYAmt0875769
IRS990/TotalAssetsGrp/BOYAmt01162159
IRS990/TotalAssetsGrp/EOYAmt0875769
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0129295
IRS990/TotalEmployeeCnt044
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021098
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01522126
IRS990/TotalFunctionalExpensesGrp/TotalAmt01543224
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt082774
IRS990/TotalLiabilitiesEOYAmt052693
IRS990/TotalLiabilitiesGrp/BOYAmt082774
IRS990/TotalLiabilitiesGrp/EOYAmt052693
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01079385
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0823076
IRS990/TotalOtherProgSrvcExpenseAmt01563
IRS990/TotalProgramServiceExpensesAmt01522126
IRS990/TotalProgramServiceRevenueAmt01081813
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01089246
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01314117
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01162159
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0875769
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0SIERRAWALDORF.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JARIE MCCOY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02099840454
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA WALDORF SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0770227794
ReturnHeader/Filer/PhoneNum02099840454
ReturnHeader/Filer/USAddress/AddressLine1Txt019234 RAWHIDE ROAD
ReturnHeader/Filer/USAddress/CityNm0JAMESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095327
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942673387
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSON & ASSOCIATES CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STANDARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095373
ReturnHeader/PreparerPersonGrp/PhoneNum02095325171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVAN CHRISTIAN
ReturnHeader/ReturnTs02025-10-16T14:33:42-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.05$0.82$1.31$1.54$0.23
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.08$1.08$1.36$1.45$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.09$0.98$1.25$1.27$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.09$0.90$1.19$1.17$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.28$0.84$1.11$1.11$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.36$0.78$1.17$1.24$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.11$0.86$1.37$1.33$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.22$0.69$1.52$1.47$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.22$0.63$1.49$1.40$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.25$0.54$1.18$1.12$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.26$0.48$1.22$1.07$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.22$0.45$1.19$1.09$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.22$0.35$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.23$0.35$1.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.23$0.30$0.96