Civic Intelligence

The Utility District Employees Association

990EZ • Fiscal year 2019 • EIN 80-0632851

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

PO Box 24055Oakland, CA 94623

(510) 287-1117

Siviq Scores

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

Liabilities / Assets

85th percentile

0.28x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

0.32x

Higher debt load relative to revenue than 87% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

83rd percentile

24%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-29%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$84,878

Up $16,799 (+25%) from 2018

Net Assets

Up

$61,499

Up $18,116 (+42%) from 2018

Liabilities

Down

$23,379

Down $1,317 (-5.3%) from 2018

Revenue

Down

$72,342

Down $28,942 (-29%) from 2018

Expenses

Down

$54,663

Down $70,254 (-56%) from 2018

Net Income

Up

$17,679

Up $41,312 (+175%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $27,179Liabilities 2010: $4,3122010Assets 2011: $55,940Liabilities 2011: $20,0142011Assets 2012: $53,215Liabilities 2012: $02012Assets 2013: $76,028Liabilities 2013: $02013Assets 2014: $76,623Net Assets 2014: $76,6232014Assets 2015: $102,313Liabilities 2015: $30,038Net Assets 2015: $72,2752015Assets 2016: $123,769Liabilities 2016: $25,400Net Assets 2016: $98,3692016Assets 2017: $80,910Liabilities 2017: $14,272Net Assets 2017: $66,6382017Assets 2018: $68,079Liabilities 2018: $24,696Net Assets 2018: $43,3832018Assets 2019: $84,878Liabilities 2019: $23,379Net Assets 2019: $61,4992019Assets 2020: $98,391Liabilities 2020: $23,379Net Assets 2020: $75,0122020Assets 2021: $99,046Liabilities 2021: $516Net Assets 2021: $98,5302021Assets 2022: $111,248Liabilities 2022: $750Net Assets 2022: $110,4982022Assets 2023: $65,890Liabilities 2023: $02023Assets 2024: $48,918Net Assets 2024: $48,9182024

Highlighted filing

2019

Assets$84,878
Liabilities$23,379
Net Assets$61,499

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $54,288Expenses 2010: $72,338Net Income 2010: -$18,0502010Revenue 2011: $51,855Expenses 2011: $38,796Net Income 2011: $13,0592011Revenue 2012: $74,183Expenses 2012: $56,894Net Income 2012: $17,2892012Revenue 2013: $52,210Expenses 2013: $49,984Net Income 2013: $2,2262013Revenue 2014: $83,141Expenses 2014: $82,546Net Income 2014: $5952014Revenue 2015: $69,766Expenses 2015: $74,114Net Income 2015: -$4,3482015Revenue 2016: $81,460Expenses 2016: $65,066Net Income 2016: $16,3942016Revenue 2017: $70,333Expenses 2017: $102,064Net Income 2017: -$31,7312017Revenue 2018: $101,284Expenses 2018: $124,917Net Income 2018: -$23,6332018Revenue 2019: $72,342Expenses 2019: $54,663Net Income 2019: $17,6792019Revenue 2020: $52,028Expenses 2020: $40,772Net Income 2020: $11,2562020Revenue 2021: $95,884Expenses 2021: $72,366Net Income 2021: $23,5182021Revenue 2022: $73,040Expenses 2022: $61,072Net Income 2022: $11,9682022Revenue 2023: $74,521Expenses 2023: $109,129Net Income 2023: -$34,6082023Revenue 2024: $76,105Expenses 2024: $93,077Net Income 2024: -$16,9722024

Highlighted filing

2019

Revenue$72,342
Expenses$54,663
Net Income$17,679
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$72,342
Mission and Program Overview

Mission

The Utility District Employees' Association (UDEA) promotes a spirit of friendship and unity among the employees of the District.

Program Services

DescriptionGrantsExpenses
2019 UDEA Annual ReportThe Utility District Employees Association (UDEA) promotes a spirit of friendship and unity among the employees of the District through: the sponsorship of social recreational activities; the sympathy and good wishes to members who suffer misfortune; the acknowledgement of members who retire; and the promotion of recreational activities of interest in the community by providing special rates and discounts that may be available through UDEA membership.UDEA negotiates group rates for various activities and then uses revenues from membership dues to further reduce the cost of these activities. UDEA offers these discounts available to members, former lifetime members (retired UDEA members who were a part of UDEA for over 5 years while actively employee with the District) and their families. All functions run by UDEA are performed by UDEA members who volunteer their services.UDEA Membership dues, which comprises of most of UDEAs revenue are used to subsidize activities. The primary activities are summarized below: Employee Bi-Annual Picnic This is UDEAs most resource intensive activity and was the primary source of revenues in 2019. It is held biannually for employees, retirees and families, usually during the month of August, providing an opportunity for fellow employees to spend more time together in a fun, social non-work setting. In 2019, UDEA set aside 20,000 in reserves in order to have $40K available for the 2020 Tailgate Party at the Oakland Coliseum prior to an Oakland As baseball game. As a part of this Biennial event UDEA will hold various activities prior to the baseball game which included a BBQ style lunch with refreshments and dessert and included baseball tickets for each participant to see the Oakland As baseball game that day. In 2020, the Organization had anticipated a larger contribution from EBMUD. However, due to the COVID-19 outbreak in mid March 2020, this anticipated event will be set aside until further notice with an expectation that the event will be held in August 2021.Children's Holiday Party In 2019, the Childrens Holiday Party was also a major component of UDEAs expenditures. For employees with children / grandchildren between the ages of 1 to 12, the UDEA Childrens Holiday Party was held in December which small gifts provided for each child. This was the second major highlight of UDEAs activities in 2019 and was an important event that helped promote a family and fellowship among employees. The volunteer committee selected toys, gift wrapped them, set up the event, invited families, decorated the facility where the event was held, provided entertainment for the children and facilitated all activities. Toys were purchased in bulk at discount rates. Additional toys were sold to members with children / grandchildren at the discounted rate. UDEA does not make a profit on these sales and uses the proceeds for the subsequent years Childrens Holiday party. Sympathy, Get Well and CongratulationsWhen a member has a hardship, such as an extended illness or a death in the family, UDEA sends a sympathy card to the family on behalf of fellow UDEA members. This is done by a volunteer coordinator.Events throughout the year These activities happen throughout the year where UDEA volunteers obtain discounts for members for ticketed events. They are family oriented activities to help strengthen family ties. The UDEA does not make any profit on these sales. They include Discovery Kingdom, Great America, Legoland, Universal Studios, Water World, Monterey Bay Aquarium, Winchester Mystery House and Movie TicketsCorporate DiscountsThe UDEA arranges discount tickets without a subsidy for some activities of general interest. Members are provided web sites or phone numbers and then deal directly with the providers. These include UC Basketball, Participating Ski Resorts, Disneyland, California Academy of Sciences and discounts on Cell phone, Automobile purchases and Dell Computers.Special EventsThe UDEA arranges for special discounts and a block of seats for entertainment and sporting events during the year. Handled by a volunteer coordinator these special discounted tickets are sold to members and their families. Events in 2019 included professional sports games; horse races; theatre productions; circuses; Monster Jam, fishing expeditions; Garlic Festival field trip, and discounted visits to the Academy of Sciences. Sponsored Athletic Events UDEA sponsored (8) golf tournaments, a softball league, a fishing trip, float trip and a weight loss group aimed at assisting members wanting to improve their health. In 2019, UDEA also held a coastal clean-up event in September 2019 to promote a group activity to improve the environment. UDEAs contribution to this event included t-shirts issued to UDEA members who volunteered as a part of this activity.$53,585-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dorothy CollierPresident-$0--
Anthony UkenaTreasurer-$0--
Danielle BrookeSecretary-$0--
Janetta JohnsonVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Utility District Employees
EIN
80-0632851
Phone
5102871117
Address
PO Box 24055, Oakland, CA 94623

Signing Officer

Name
Dorothy Collier
Title
President
Signed
2020-11-16
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
Supplemental Narrative

Additional Explanations

Other Revenue.1

Miscellaneous Revenue $60

Other Expenses.1

Sporting Event Ticket Expenses $13215

Other Expenses.2

UDEA Holiday Parties $11612

Other Expenses.3

Theater Show Expenses $9878

Other Expenses.4

Amusement Park Accounts $7582

Other Expenses.5

UDEA Member Benefits - Direct $3598

Other Expenses.6

Athletic Activities Expenses $2818

Other Expenses.7

UDEA Member Benefits - Picnic $2176

Other Expenses.8

Special Activities Expenses $1590

Other Expenses.9

Candy Sales Expenses $958

Other Expenses.10

Administration $560

Other Expenses.11

Movie Tickets Expenses $158

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $37401 Prepaid Expenses and Deferred Charges - Ending $15974

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $24696 Accounts Payable and Accrued Expenses - Ending $23379

Raw XML Appendix139 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/PersonNm0Anthony Ukena
IRS990EZ/BooksInCareOfDetail/PhoneNum05102871117
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 24055
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094623
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030678
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068904
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017679
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0518
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068079
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084878
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt072342
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt072278
IRS990EZ/MethodOfAccountingOtherDesc0Modified Cash
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043383
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061499
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043383
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061499
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dorothy Collier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anthony Ukena
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Danielle Brooke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Janetta Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt037401
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015974
IRS990EZ/OtherChangesInNetAssetsAmt0437
IRS990EZ/OtherExpensesTotalAmt054145
IRS990EZ/OtherRevenueTotalAmt060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Utility District Employees' Association (UDEA) promotes a spirit of friendship and unity among the employees of the District.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02019 UDEA Annual ReportThe Utility District Employees Association (UDEA) promotes a spirit of friendship and unity among the employees of the District through: the sponsorship of social recreational activities; the sympathy and good wishes to members who suffer misfortune; the acknowledgement of members who retire; and the promotion of recreational activities of interest in the community by providing special rates and discounts that may be available through UDEA membership.UDEA negotiates group rates for various activities and then uses revenues from membership dues to further reduce the cost of these activities. UDEA offers these discounts available to members, former lifetime members (retired UDEA members who were a part of UDEA for over 5 years while actively employee with the District) and their families. All functions run by UDEA are performed by UDEA members who volunteer their services.UDEA Membership dues, which comprises of most of UDEAs revenue are used to subsidize activities. The primary activities are summarized below: Employee Bi-Annual Picnic This is UDEAs most resource intensive activity and was the primary source of revenues in 2019. It is held biannually for employees, retirees and families, usually during the month of August, providing an opportunity for fellow employees to spend more time together in a fun, social non-work setting. In 2019, UDEA set aside 20,000 in reserves in order to have $40K available for the 2020 Tailgate Party at the Oakland Coliseum prior to an Oakland As baseball game. As a part of this Biennial event UDEA will hold various activities prior to the baseball game which included a BBQ style lunch with refreshments and dessert and included baseball tickets for each participant to see the Oakland As baseball game that day. In 2020, the Organization had anticipated a larger contribution from EBMUD. However, due to the COVID-19 outbreak in mid March 2020, this anticipated event will be set aside until further notice with an expectation that the event will be held in August 2021.Children's Holiday Party In 2019, the Childrens Holiday Party was also a major component of UDEAs expenditures. For employees with children / grandchildren between the ages of 1 to 12, the UDEA Childrens Holiday Party was held in December which small gifts provided for each child. This was the second major highlight of UDEAs activities in 2019 and was an important event that helped promote a family and fellowship among employees. The volunteer committee selected toys, gift wrapped them, set up the event, invited families, decorated the facility where the event was held, provided entertainment for the children and facilitated all activities. Toys were purchased in bulk at discount rates. Additional toys were sold to members with children / grandchildren at the discounted rate. UDEA does not make a profit on these sales and uses the proceeds for the subsequent years Childrens Holiday party. Sympathy, Get Well and CongratulationsWhen a member has a hardship, such as an extended illness or a death in the family, UDEA sends a sympathy card to the family on behalf of fellow UDEA members. This is done by a volunteer coordinator.Events throughout the year These activities happen throughout the year where UDEA volunteers obtain discounts for members for ticketed events. They are family oriented activities to help strengthen family ties. The UDEA does not make any profit on these sales. They include Discovery Kingdom, Great America, Legoland, Universal Studios, Water World, Monterey Bay Aquarium, Winchester Mystery House and Movie TicketsCorporate DiscountsThe UDEA arranges discount tickets without a subsidy for some activities of general interest. Members are provided web sites or phone numbers and then deal directly with the providers. These include UC Basketball, Participating Ski Resorts, Disneyland, California Academy of Sciences and discounts on Cell phone, Automobile purchases and Dell Computers.Special EventsThe UDEA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt053585
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt024696
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt023379
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054663
IRS990EZ/TotalProgramServiceExpensesAmt053585
IRS990EZ/TotalRevenueAmt072342
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous Revenue $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sporting Event Ticket Expenses $13215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UDEA Holiday Parties $11612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Theater Show Expenses $9878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Amusement Park Accounts $7582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UDEA Member Benefits - Direct $3598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Athletic Activities Expenses $2818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UDEA Member Benefits - Picnic $2176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Special Activities Expenses $1590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Candy Sales Expenses $958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Administration $560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Movie Tickets Expenses $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Prepaid Expenses and Deferred Charges - Beginning $37401 Prepaid Expenses and Deferred Charges - Ending $15974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable and Accrued Expenses - Beginning $24696 Accounts Payable and Accrued Expenses - Ending $23379
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1001
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Dorothy Collier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Utility District Employees
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Association
ReturnHeader/Filer/BusinessNameControlTxt0UTIL
ReturnHeader/Filer/EIN0800632851
ReturnHeader/Filer/PhoneNum05102871117
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 24055
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094623
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371420474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fontanello Duffield & Otake LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 Montgomery Street Suite 1305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159830200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Fontanello
ReturnHeader/ReturnTs02020-11-16T17:48:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.76$0.93$0.17
2023Summary only. Only limited summary data is available for this year.$0.66$0.00$0.75$1.09$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.10$0.73$0.61$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.01$0.99$0.96$0.72$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.23$0.75$0.52$0.41$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.23$0.61$0.72$0.55$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.25$0.43$1.01$1.25$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.14$0.67$0.70$1.02$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.25$0.98$0.81$0.65$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.30$0.72$0.70$0.74$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.83$0.83$0.01
2013Summary only. Only limited summary data is available for this year.$0.76$0.00$0.52$0.50$0.02
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$0.74$0.57$0.17
2011Summary only. Only limited summary data is available for this year.$0.56$0.20$0.52$0.39$0.13
2010Summary only. Only limited summary data is available for this year.$0.27$0.04$0.54$0.72$0.18