Civic Intelligence

Progressive Equity Charter Inc.

990 • Fiscal year 2019 • EIN 80-0496070

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 27, 2020

Organization ProfileN/A
1000 42nd StreetOakland, CA 94608

(510) 655-0540

Siviq Scores

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

Liabilities / Assets

80th percentile

0.47x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

5.27x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

29th percentile

-2.3%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

3.0%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$4,186,016

Down $99,609 (-2.3%) from 2018

Net Assets

Up

$2,208,342

Up $97,700 (+4.6%) from 2018

Liabilities

Down

$1,977,674

Down $197,309 (-9.1%) from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin82nd percentile

Revenue

Up

$375,600

Up $10,932 (+3.0%) from 2018

Expenses

Up

$277,921

Up $28,302 (+11%) from 2018

Net Income

Down

$97,679

Down $17,370 (-15%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,917,451Liabilities 2011: $3,650,000Net Assets 2011: $1,267,4512011Assets 2012: $4,831,795Liabilities 2012: $3,425,040Net Assets 2012: $1,406,7552012Assets 2013: $4,769,088Liabilities 2013: $3,345,105Net Assets 2013: $1,423,9832013Assets 2014: $4,661,000Liabilities 2014: $2,964,135Net Assets 2014: $1,696,8652014Assets 2015: $4,717,198Liabilities 2015: $2,766,847Net Assets 2015: $1,950,3512015Assets 2016: $4,452,151Liabilities 2016: $2,569,559Net Assets 2016: $1,882,5922016Assets 2017: $4,367,864Liabilities 2017: $2,372,271Net Assets 2017: $1,995,5932017Assets 2018: $4,285,625Liabilities 2018: $2,174,983Net Assets 2018: $2,110,6422018Assets 2019: $4,186,016Liabilities 2019: $1,977,674Net Assets 2019: $2,208,3422019Assets 2020: $4,130,079Liabilities 2020: $1,780,387Net Assets 2020: $2,349,6922020Assets 2021: $4,071,000Liabilities 2021: $1,583,099Net Assets 2021: $2,487,9012021Assets 2022: $4,010,496Liabilities 2022: $1,385,811Net Assets 2022: $2,624,6852022Assets 2023: $3,965,953Liabilities 2023: $2,243,143Net Assets 2023: $1,722,8102023Assets 2025: $4,051,895Liabilities 2025: $2,130,431Net Assets 2025: $1,921,4642025

Highlighted filing

2019

Assets$4,186,016
Liabilities$1,977,674
Net Assets$2,208,342
Open 2019 Filing

Operations Trend

Revenue Growth47th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $348,077Expenses 2011: $290,502Net Income 2011: $57,5752011Expenses 2012: $326,7362012Expenses 2013: $307,1722013Revenue 2014: $488,801Expenses 2014: $215,919Net Income 2014: $272,8822014Revenue 2015: $328,200Expenses 2015: $74,714Net Income 2015: $253,4862015Revenue 2016: $342,554Expenses 2016: $410,313Net Income 2016: -$67,7592016Revenue 2017: $349,848Expenses 2017: $236,847Net Income 2017: $113,0012017Revenue 2018: $364,668Expenses 2018: $249,619Net Income 2018: $115,0492018Revenue 2019: $375,600Expenses 2019: $277,921Net Income 2019: $97,6792019Revenue 2020: $375,600Expenses 2020: $234,250Net Income 2020: $141,3502020Revenue 2021: $375,600Expenses 2021: $237,391Net Income 2021: $138,2092021Revenue 2022: $375,600Expenses 2022: $238,816Net Income 2022: $136,7842022Revenue 2023: $375,600Expenses 2023: $348,438Net Income 2023: $27,1622023Revenue 2025: $411,309Expenses 2025: $242,408Net Income 2025: $168,9012025

Highlighted filing

2019

Revenue$375,600
Expenses$277,921
Net Income$97,679
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 27, 2020
Return Version
2018v3.1
Gross Receipts
$375,600
Mission and Program Overview

Mission

The mission and primary purposes of the corporation are to facilitate the development of charter schools; to lease, own, manage, and maintain an educational institution; to provide charter school facilities and operational and other support to charter schools; to assist philanthropists and foundations in accelerating the growth of high quality charter schools; and to provide and otherwise obtain or assist in obtaining charter school financing. Additionally, the corporation may engage in any activities that are reasonably related to or in furtherance of its stated charitable and public purposes, or in any other charitable activities.

The mission and primary purposes of the corporation are to facilitate the development of charter schools; to lease, own, manage, and maintain an educational institution; to provide charter school facilities and operational and other support to charter schools, to assist philanthropists and foundations in accelerating the growth of high quality charter schools; and to provide and otherwise obtain or assist in obtaining charter school financing. Additionally, the corporation may engage in any activities that are reasonably related to or in furtherance of its stated charitable and public purposes, or in any other charitable activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,195,185$4,121,281▼ $73,904
Cash and Non-Interest-Bearing Accounts$90,440$64,735▼ $25,705
Total Assets$4,285,625$4,186,016▼ $99,609
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,174,963$1,977,674▼ $197,289
Accounts Payable and Accrued Expenses$20--
Total Liabilities$2,174,983$1,977,674▼ $197,309
Net Assets / Fund Balance
Unrestricted Net Assets$2,110,642$2,208,342▲ $97,700
Total Net Assets Fund Balance$2,110,642$2,208,342▲ $97,700
Total Liabilities and Net Assets / Fund Balance$4,285,625$4,186,016▼ $99,609

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,921,281$693,685$2,614,966
Land$2,200,000-$2,200,000
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Richard Trafford-owenPresident
Kristin Blair HullDirector
Deborah J OwenSecretary
Adam D KayeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$375,600
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$97,679

Audited Revenue Reconciliation

Revenue per Audited Statements
$375,600
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$375,600
Total Revenue per Form 990
$375,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$200,000
Other Expenses$77,921
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$200,000--$200,000
Depreciation Depletion$73,904--$73,904
Insurance$2,547--$2,547
Other Expenses$1,470--$1,470
Total Functional Expenses$277,921$0$0$277,921

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$277,921
Total Expenses per Audited Statements$277,921
Total Expenses per Form 990$277,921
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Oakland Community CharterOakland, CA501c3Operational Assistance$200,000
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
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
Yes
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

“The organization does not have any committees authorized to act on behalf of the board.”

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

“The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”

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

“Monitoring is performed regularly by the officers to identify potential conflicts of interest. Any question of a conflict is addressed with the interested person, who is required to disclose the existence of any financial interest and be afforded the opportunity to disclose all material facts to the board and executive director. If a conflict of interest is identified, the appropriate action is taken, including limitations to the individual's influence on related business matters.”

Form 990, Part VI, Section B, Line 15

“Compensation arrangements are approved in advance of paying compensation. Compensation date and terms are documented in writing. Comparable compensation by similar organizations, current compensation surveys compiled by independent firms, or actual written offers from similarly situated organizations are considered when determining compensation. The organization does not currently have any compensation arrangements.”

Form 990, Part VI, Section C, Line 19

“Governing documents are readily available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Progressive Equity Charter Inc
EIN
80-0496070
Phone
5106550540
Address
1000 42ND STREET, OAKLAND, CA 94608

Signing Officer

Name
Richard Trafford-owen
Title
President
Phone
5106550540
Signed
2020-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Trafford-owen
Formed
2009
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen
Phone
6268577300
Raw XML Appendix384 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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IRS990ScheduleI/RecipientTable/RecipientEIN0943340838
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01000 42ND ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094608
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION ARRANGEMENTS ARE APPROVED IN ADVANCE OF PAYING COMPENSATION. COMPENSATION DATE AND TERMS ARE DOCUMENTED IN WRITING. COMPARABLE COMPENSATION BY SIMILAR ORGANIZATIONS, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS, OR ACTUAL WRITTEN OFFERS FROM SIMILARLY SITUATED ORGANIZATIONS ARE CONSIDERED WHEN DETERMINING COMPENSATION. THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY COMPENSATION ARRANGEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST.
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 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt01000 42ND STREET LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0800496070
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt04176460
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0PROPERTY
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt098908
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt01000 42ND ST
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0OAKLAND
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd094608
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NORTH OAKLAND COMMUNITY CHARTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943340838
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01000 42ND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094608
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04285625
IRS990/TotalAssetsEOYAmt04186016
IRS990/TotalAssetsGrp/BOYAmt04285625
IRS990/TotalAssetsGrp/EOYAmt04186016
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0277921
IRS990/TotalFunctionalExpensesGrp/TotalAmt0277921
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02174983
IRS990/TotalLiabilitiesEOYAmt01977674
IRS990/TotalLiabilitiesGrp/BOYAmt02174983
IRS990/TotalLiabilitiesGrp/EOYAmt01977674
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02110642
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02208342
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0277921
IRS990/TotalProgramServiceRevenueAmt0375600
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0375600
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0375600
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04285625
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04186016
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02110642
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02208342
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 42ND STREET
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094608
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD TRAFFORD-OWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05106550540
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROGRESSIVE EQUITY CHARTER INC
ReturnHeader/Filer/BusinessNameControlTxt0PROG
ReturnHeader/Filer/EIN0800496070
ReturnHeader/Filer/PhoneNum05106550540
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 42ND STREET
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094608
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02E33DEC52F66C9EFDBC0AE601B0251D9A5EA40BE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02020-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:28:54
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/PreparationDt02020-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE MCMULLEN
ReturnHeader/ReturnTs02020-05-05T13:44:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,186,016
Liabilities
$1,977,674
Net assets
$2,208,342
Revenue
$375,600
Expenses
$277,921
Net income
$97,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$2.13$1.92$0.41$0.24$0.17
2023Summary only. Only limited summary data is available for this year.$3.97$2.24$1.72$0.38$0.35$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$1.39$2.62$0.38$0.24$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$1.58$2.49$0.38$0.24$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$1.78$2.35$0.38$0.23$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.19$1.98$2.21$0.38$0.28$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$2.17$2.11$0.36$0.25$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$2.37$2.00$0.35$0.24$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$2.57$1.88$0.34$0.41$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.72$2.77$1.95$0.33$0.07$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.66$2.96$1.70$0.49$0.22$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$3.35$1.42$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$3.43$1.41$0.33
2011Summary only. Only limited summary data is available for this year.$4.92$3.65$1.27$0.35$0.29$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits