Civic Intelligence

Thomas and Susan Klein Foundation

990PF • Fiscal year 2021 • EIN 77-0546835

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization Profile
20824 Hillmoor DrSaratoga, CA 95070

(408) 867-5141

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-70355%

Higher net margin than 1% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-7.1%

Faster asset growth than 28% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-96%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$100,050

Down $7,590 (-7.1%) from 2020

Net Assets

Down

$100,050

Down $7,590 (-7.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$11

Down $286 (-96%) from 2020

Expenses

Up

$7,750

Up $870 (+13%) from 2020

Net Income

Down

-$7,739

Down $1,156 (-18%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,496,874Liabilities 2011: $02011Assets 2012: $2,291,700Liabilities 2012: $02012Assets 2013: $2,087,626Liabilities 2013: $02013Assets 2014: $2,024,578Liabilities 2014: $0Net Assets 2014: $2,024,5782014Assets 2015: $1,951,471Liabilities 2015: $0Net Assets 2015: $1,951,4712015Assets 2016: $102,093Liabilities 2016: $0Net Assets 2016: $102,0932016Assets 2017: $95,961Liabilities 2017: $0Net Assets 2017: $95,9612017Assets 2018: $119,503Liabilities 2018: $0Net Assets 2018: $119,5032018Assets 2019: $114,540Liabilities 2019: $0Net Assets 2019: $114,5402019Assets 2020: $107,640Liabilities 2020: $0Net Assets 2020: $107,6402020Assets 2021: $100,050Liabilities 2021: $0Net Assets 2021: $100,0502021Assets 2022: $86,032Liabilities 2022: $0Net Assets 2022: $86,0322022Assets 2023: $74,714Liabilities 2023: $0Net Assets 2023: $74,7142023Assets 2024: $72,747Liabilities 2024: $0Net Assets 2024: $72,7472024

Highlighted filing

2021

Assets$100,050
Liabilities$0
Net Assets$100,050
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$500K$0-$500K-$1.0M-$1.5M-$2.0MRevenue 2011: -$137,784Expenses 2011: $6,110Net Income 2011: -$143,8942011Revenue 2012: -$201,139Expenses 2012: $4,035Net Income 2012: -$205,1742012Revenue 2013: -$199,795Expenses 2013: $4,279Net Income 2013: -$204,0742013Revenue 2014: -$59,163Expenses 2014: $3,885Net Income 2014: -$63,0482014Revenue 2015: -$67,871Expenses 2015: $5,238Net Income 2015: -$73,1092015Revenue 2016: -$1,843,329Expenses 2016: $6,049Net Income 2016: -$1,849,3782016Revenue 2017: $403Expenses 2017: $6,535Net Income 2017: -$6,1322017Revenue 2018: $29,677Expenses 2018: $6,135Net Income 2018: $23,5422018Revenue 2019: $2,192Expenses 2019: $6,560Net Income 2019: -$4,3682019Revenue 2020: $297Expenses 2020: $6,880Net Income 2020: -$6,5832020Revenue 2021: $11Expenses 2021: $7,750Net Income 2021: -$7,7392021Revenue 2022: $1,207Expenses 2022: $15,225Net Income 2022: -$14,0182022Revenue 2023: $3,982Expenses 2023: $15,300Net Income 2023: -$11,3182023Revenue 2024: $3,433Expenses 2024: $5,400Net Income 2024: -$1,9672024

Highlighted filing

2021

Revenue$11
Expenses$7,750
Net Income-$7,739
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS KLEINPresident-$0--
SUSAN KLEINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Thomas & Susan Klein Foundation
EIN
77-0546835
Phone
4088675141
Address
20824 HILLMOOR DR, SARATOGA, CA 95070

Signing Officer

Name
Thomas Klein
Title
President
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Brian Kent CPA
Phone
4082521800
Raw XML Appendix191 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt011
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt011
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7739
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0750
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7739
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0149
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0100050
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0107640
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0100050
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0100050
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0107640
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0100050
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0100050
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0107640
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0100050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0107640
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0100050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0100050
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0107640
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0100050
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0107640
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0100050
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS KLEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN KLEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt020824 HILLMOOR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt120824 HILLMOOR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARATOGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARATOGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195070
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt07000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt07000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THOMAS KLEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt020824 HILLMOOR DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095070
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04088675141
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SCHWAB CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030600
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036100
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029100
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0149
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0IRS REFUND
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS & SUSAN KLEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0770546835
ReturnHeader/Filer/PhoneNum04088675141
ReturnHeader/Filer/USAddress/AddressLine1Txt020824 HILLMOOR DR
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 SARATOGA AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951294951
ReturnHeader/PreparerPersonGrp/PhoneNum04082521800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN KENT CPA
ReturnHeader/ReturnTs02022-05-16T16:47:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,050
Liabilities
$0
Net assets
$100,050
Revenue
$11
Expenses
$7,750
Net income
-$7,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.01$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.00$0.02$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.00$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.01$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.00$0.01$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.03$0.01$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.00$0.01$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$1.84$0.01$1.85
2015Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.07$0.01$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.06$0.00$0.06
2013Summary only. Only limited summary data is available for this year.$2.09$0.00$0.20$0.00$0.20
2012Summary only. Only limited summary data is available for this year.$2.29$0.00$0.20$0.00$0.21
2011Summary only. Only limited summary data is available for this year.$2.50$0.00$0.14$0.01$0.14