Civic Intelligence

Valley Haven

990EZ • Fiscal year 2023 • EIN 77-0257405

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 29, 2023

Organization ProfileN/A
2800 Harris Grade RoadLompoc, CA 93436

(805) 757-0950

Siviq Scores

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

Liabilities / Assets

90th percentile

0.51x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.23x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

35th percentile

-3.8%

Higher net margin than 35% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

94th percentile

$61,950

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 40.2% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-33%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$69,115

Down $34,210 (-33%) from 2022

Net Assets

Down

$33,821

Down $65,919 (-66%) from 2022

Liabilities

Up

$35,294

Up $31,709 (+884%) from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin35th percentile

Revenue

Up

$154,035

Up $22,380 (+17%) from 2022

Expenses

Up

$159,832

Up $52,273 (+49%) from 2022

Net Income

Down

-$5,797

Down $29,893 (-124%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$600K$400K$200K$0-$200KAssets 2011: $395,295Liabilities 2011: $16,288Net Assets 2011: $379,0072011Assets 2012: $378,004Liabilities 2012: $15,741Net Assets 2012: $362,2632012Assets 2013: $507,595Liabilities 2013: $258,229Net Assets 2013: $249,3662013Assets 2014: $477,883Liabilities 2014: $251,140Net Assets 2014: $226,7432014Assets 2015: $595,474Liabilities 2015: $245,866Net Assets 2015: $349,6082015Assets 2016: $545,950Liabilities 2016: $231,390Net Assets 2016: $314,5602016Assets 2017: $515,060Liabilities 2017: $224,745Net Assets 2017: $290,3152017Assets 2018: $506,997Liabilities 2018: $221,184Net Assets 2018: $285,8132018Assets 2019: $186,296Liabilities 2019: $0Net Assets 2019: $186,2962019Assets 2020: $178,813Liabilities 2020: $29,180Net Assets 2020: $149,6332020Assets 2021: $104,613Liabilities 2021: $28,969Net Assets 2021: $75,6442021Assets 2022: $103,325Liabilities 2022: $3,585Net Assets 2022: $99,7402022Assets 2023: $69,115Liabilities 2023: $35,294Net Assets 2023: $33,8212023Assets 2024: $24,932Liabilities 2024: $21,041Net Assets 2024: $3,8912024Assets 2025: $11,714Liabilities 2025: $23,966Net Assets 2025: -$12,2522025

Highlighted filing

2023

Assets$69,115
Liabilities$35,294
Net Assets$33,821
Open 2023 Filing

Operations Trend

Revenue Growth63rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $464,653Expenses 2011: $331,353Net Income 2011: $133,3002011Expenses 2012: $316,2012012Expenses 2013: $297,9852013Revenue 2014: $210,733Expenses 2014: $234,832Net Income 2014: -$24,0992014Revenue 2015: $306,685Expenses 2015: $183,820Net Income 2015: $122,8652015Revenue 2016: $195,175Expenses 2016: $230,223Net Income 2016: -$35,0482016Revenue 2017: $235,979Expenses 2017: $260,224Net Income 2017: -$24,2452017Revenue 2018: $250,114Expenses 2018: $254,616Net Income 2018: -$4,5022018Revenue 2019: $63,087Expenses 2019: $162,604Net Income 2019: -$99,5172019Revenue 2020: $69,914Expenses 2020: $106,577Net Income 2020: -$36,6632020Revenue 2021: $14,453Expenses 2021: $88,442Net Income 2021: -$73,9892021Revenue 2022: $131,655Expenses 2022: $107,559Net Income 2022: $24,0962022Revenue 2023: $154,035Expenses 2023: $159,832Net Income 2023: -$5,7972023Revenue 2024: $143,437Expenses 2024: $173,367Net Income 2024: -$29,9302024Revenue 2025: $167,638Expenses 2025: $177,656Net Income 2025: -$10,0182025

Highlighted filing

2023

Revenue$154,035
Expenses$159,832
Net Income-$5,797
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 29, 2023
Return Version
2022v5.0
Gross Receipts
$154,035
Mission and Program Overview

Mission

SENIOR DAYCARE

Program Services

DescriptionGrantsExpenses
VALLEY HAVEN PROVIDES PSYCHO-SOCIAL PROGRAMS FOR FRAIL SENIORS AND OFFERS RESPITE AND COUNSELING FOR THEIR CAREGIVERS. APPROXIMATELY 40 SENIORS ARE SERVED.-$144,577
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLODIA OWENSExecutive DirectorPT$61,950-$61,950
JANE DEWEESPresident-$0--
MARY JO BRADSHAWSecretary-$0--
DUSTIN CHENEYMember At Large-$0--
LORRAINE VILLEGASTreasurer-$0--
ROBYN SMALLMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Valley Haven
EIN
77-0257405
Address
2800 HARRIS GRADE ROAD, LOMPOC, CA 93436

Signing Officer

Name
Jane Dewees
Title
President
Signed
2023-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Mary Sharp CPA
Address
512A NORTH H ST, LOMPOC, CA 93436
Preparer
Mary Sharp CPA EA
Phone
8058190778
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $157”

Other Expenses.1002

“Office Expenses $1370”

Other Expenses.1008

“Interest $11”

Other Expenses.1012

“Insurance $10620”

Other Expenses.1

“DAYCARE SUPPLIES $6810”

Other Expenses.2

“LICENSES & FEES $902”

Other Expenses.3

“BANK FEES $203”

Other Expenses.4

“DUES & MEMBERSHIPS $180”

Other Expenses.6

“PENALTIES $47”

Other Expenses.7

“MEALS $19”

Other Assets.1001

“Automobiles - Beginning $65572 Automobiles - Ending $0”

Other Assets.1002

“Furniture and Fixtures - Beginning $1308 Furniture and Fixtures - Ending $1923”

Other Assets.1003

“Machinery and Equipment - Beginning $837 Machinery and Equipment - Ending $5672”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $3585 Accounts Payable and Accrued Expenses - Ending $3794”

Total Liabilities.1003

“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $31500”

Raw XML Appendix193 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/PersonNm0COLODIA OWENS
IRS990EZ/BooksInCareOfDetail/PhoneNum08057570950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02800 HARRIS GRADE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOMPOC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093436
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035608
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061520
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062474
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5797
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01593
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103325
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069115
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0154035
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt070
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt091491
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt099740
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033821
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt099740
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033821
IRS990EZ/OccupancyRentUtltsAndMaintAmt06391
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt530.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt561950
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANE DEWEES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY JO BRADSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DUSTIN CHENEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORRAINE VILLEGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBYN SMALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5COLODIA OWENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt067717
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07595
IRS990EZ/OtherChangesInNetAssetsAmt0-60122
IRS990EZ/OtherExpensesTotalAmt020319
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SENIOR DAYCARE
IRS990EZ/PrintingPublicationsPostageAmt0153
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VALLEY HAVEN PROVIDES PSYCHO-SOCIAL PROGRAMS FOR FRAIL SENIORS AND OFFERS RESPITE AND COUNSELING FOR THEIR CAREGIVERS. APPROXIMATELY 40 SENIORS ARE SERVED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0144577
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0131376
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03585
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt035294
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0159832
IRS990EZ/TotalProgramServiceExpensesAmt0144577
IRS990EZ/TotalRevenueAmt0154035
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062474
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt063704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050105
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt069459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0255328
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt070
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt071
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0533
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0466
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02040
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0136602
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt06768
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06768
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96670
IRS990ScheduleA/PublicSupportPY170Pct00.97580
IRS990ScheduleA/PublicSupportTotal170Amt0255328
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062474
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt063704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt050105
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt069459
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0255328
IRS990ScheduleA/TotalSupportAmt0264136
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Interest $11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $10620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DAYCARE SUPPLIES $6810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LICENSES & FEES $902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES & MEMBERSHIPS $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PENALTIES $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEALS $19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Automobiles - Beginning $65572 Automobiles - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Furniture and Fixtures - Beginning $1308 Furniture and Fixtures - Ending $1923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Machinery and Equipment - Beginning $837 Machinery and Equipment - Ending $5672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable and Accrued Expenses - Beginning $3585 Accounts Payable and Accrued Expenses - Ending $3794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Deferred Revenue - Beginning $0 Deferred Revenue - Ending $31500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE DEWEES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY HAVEN
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0770257405
ReturnHeader/Filer/USAddress/AddressLine1Txt02800 HARRIS GRADE ROAD
ReturnHeader/Filer/USAddress/CityNm0LOMPOC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093436
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274189681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY SHARP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0512A NORTH H ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOMPOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093436
ReturnHeader/PreparerPersonGrp/PhoneNum08058190778
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Sharp CPA EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-29T16:01:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEWEES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,115
Liabilities
$35,294
Net assets
$33,821
Revenue
$154,035
Expenses
$159,832
Net income
-$5,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.12$0.24$0.12$1.68$1.78$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.21$0.04$1.43$1.73$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.35$0.34$1.54$1.60$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.04$1.00$1.32$1.08$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.29$0.76$0.14$0.88$0.74
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.29$1.50$0.70$1.07$0.37
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.63$1.63$1.00
2018Detailed filing. Detailed filing data is available for this year.$5.07$2.21$2.86$2.50$2.55$0.05
2017Detailed filing. Detailed filing data is available for this year.$5.15$2.25$2.90$2.36$2.60$0.24
2016Detailed filing. Detailed filing data is available for this year.$5.46$2.31$3.15$1.95$2.30$0.35
2015Detailed filing. Detailed filing data is available for this year.$5.95$2.46$3.50$3.07$1.84$1.23
2014Detailed filing. Detailed filing data is available for this year.$4.78$2.51$2.27$2.11$2.35$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.08$2.58$2.49$2.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.16$3.62$3.16
2011Summary only. Only limited summary data is available for this year.$3.95$0.16$3.79$4.65$3.31$1.33