Civic Intelligence

Coalition for Controlling Insurance in Calif Schools Health & Welfare

990 • Fiscal year 2022 • EIN 80-6028938

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 07, 2023

Organization ProfileN/A
2355 Crenshaw Blvd 200Torrance, CA 90501-3325

(313) 212-0363

Siviq Scores

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

Liabilities / Assets

74th percentile

0.17x

Higher debt load relative to assets than 74% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.08x

Higher debt load relative to revenue than 64% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Net Margin

25th percentile

-5.8%

Higher net margin than 25% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Asset Growth

37th percentile

-9.9%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

53rd percentile

1.5%

Faster revenue growth than 53% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$4,503,459

Down $494,385 (-9.9%) from 2021

Net Assets

Down

$3,727,182

Down $526,157 (-12%) from 2021

Liabilities

Up

$776,277

Up $31,772 (+4.3%) from 2021

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin25th percentile

Revenue

Up

$9,224,927

Up $135,785 (+1.5%) from 2021

Expenses

Up

$9,756,349

Up $758,800 (+8.4%) from 2021

Net Income

Down

-$531,422

Down $623,015 (-680%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $948,383Liabilities 2011: $485,148Net Assets 2011: $463,2352011Assets 2012: $1,080,401Liabilities 2012: $465,538Net Assets 2012: $614,8632012Assets 2013: $1,381,713Liabilities 2013: $544,989Net Assets 2013: $836,7242013Assets 2014: $1,234,375Liabilities 2014: $419,693Net Assets 2014: $814,6822014Assets 2015: $1,926,908Liabilities 2015: $536,944Net Assets 2015: $1,389,9642015Assets 2016: $2,450,776Liabilities 2016: $674,732Net Assets 2016: $1,776,0442016Assets 2017: $3,064,108Liabilities 2017: $645,793Net Assets 2017: $2,418,3152017Assets 2018: $3,441,439Liabilities 2018: $583,419Net Assets 2018: $2,858,0202018Assets 2019: $3,696,171Liabilities 2019: $674,879Net Assets 2019: $3,021,2922019Assets 2020: $4,874,091Liabilities 2020: $548,823Net Assets 2020: $4,325,2682020Assets 2021: $4,997,844Liabilities 2021: $744,505Net Assets 2021: $4,253,3392021Assets 2022: $4,503,459Liabilities 2022: $776,277Net Assets 2022: $3,727,1822022Assets 2023: $4,461,701Liabilities 2023: $747,961Net Assets 2023: $3,713,7402023Assets 2024: $3,671,038Liabilities 2024: $978,174Net Assets 2024: $2,692,8642024

Highlighted filing

2022

Assets$4,503,459
Liabilities$776,277
Net Assets$3,727,182
Open 2022 Filing

Operations Trend

Revenue Growth53rd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $9,811,376Expenses 2011: $9,677,817Net Income 2011: $133,5592011Expenses 2012: $9,869,7872012Revenue 2013: $10,194,066Expenses 2013: $9,972,205Net Income 2013: $221,8612013Revenue 2014: $5,323,389Expenses 2014: $5,345,431Net Income 2014: -$22,0422014Revenue 2015: $7,052,706Expenses 2015: $6,477,424Net Income 2015: $575,2822015Revenue 2016: $7,961,450Expenses 2016: $7,575,370Net Income 2016: $386,0802016Revenue 2017: $7,923,191Expenses 2017: $7,280,920Net Income 2017: $642,2712017Revenue 2018: $7,700,291Expenses 2018: $7,297,742Net Income 2018: $402,5492018Revenue 2019: $8,344,391Expenses 2019: $8,098,698Net Income 2019: $245,6932019Revenue 2020: $9,432,182Expenses 2020: $8,226,907Net Income 2020: $1,205,2752020Revenue 2021: $9,089,142Expenses 2021: $8,997,549Net Income 2021: $91,5932021Revenue 2022: $9,224,927Expenses 2022: $9,756,349Net Income 2022: -$531,4222022Revenue 2023: $9,542,800Expenses 2023: $9,561,735Net Income 2023: -$18,9352023Revenue 2024: $10,104,631Expenses 2024: $11,125,191Net Income 2024: -$1,020,5602024

Highlighted filing

2022

Revenue$9,224,927
Expenses$9,756,349
Net Income-$531,422
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 7, 2023
Return Version
2021v4.2
Gross Receipts
$9,224,927
Mission and Program Overview

Mission

The trust was established to provide health and welfare benefits to public employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,869,407$4,340,365▼ $529,042
Accounts Receivable$128,437$162,346▲ $33,909
Prepaid Expenses and Deferred Charges-$748-
Total Assets$4,997,844$4,503,459▼ $494,385
Liabilities
Other Liabilities$698,351$693,086▼ $5,265
Accounts Payable and Accrued Expenses$46,154$83,191▲ $37,037
Total Liabilities$744,505$776,277▲ $31,772
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,253,339$3,727,182▼ $526,157
Total Net Assets Fund Balance$4,253,339$3,727,182▼ $526,157
Total Liabilities and Net Assets / Fund Balance$4,997,844$4,503,459▼ $494,385
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Roy MongeChair
Billie Joe WrightCo-chair/ Director
Andie BilodeauDirector
Brian GuggisbergDirector
Hal LonganDirector
Jill RojasDirector
John VirgassDirector
Regina BaptisteDirector
Robert ChaconDirector
Shannon SotoDirector
Susan AbtDirector
Wael ElatarDirector
Laura KogerSecretary
Gladys KershallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,217,948
Investment Income
$6,979
Other Revenue
$0
Change in Net Assets
$-531,422

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,224,927
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-88
Total Revenue per Audited Statements
$9,224,839
Total Revenue per Form 990
$9,224,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,384,165
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,372,184
Fees for Services Other---$545,032
Fees for Services Management---$172,872
Fees for Services Accounting---$44,300
Office Expenses---$4,229
Fees for Services Legal---$1,419
Travel---$148
Other Expenses---$88
Total Functional Expenses$0$0$0$9,756,349

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,756,349
Expenses per Audited Statements$9,756,261
Total Expenses per Audited Statements$9,750,996
Expenses Not Reported on Financial Statements$88
Other Expense Adjustments$88
Expenses Not Reported on Form 990$-5,265
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Liability for Open Claims$623,666
Estimated Liability for Administrati$35,860
Equity Distribution$33,560
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Keenan & associates is the third party administrator.”

Form 990, Part VI, Section A, Line 6

“The organization has ten members consisting of california school districts, community college districts and rop.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

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 C, Line 19

“The organization makes its governing documents and form 990 available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Coalition for Controlling Insurance
EIN
80-6028938
Phone
3132120363
Address
2355 CRENSHAW BLVD 200, TORRANCE, CA 90501-3325

Signing Officer

Name
Billie Joe Wright
Title
Chair
Phone
3132120363
Signed
2023-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Billie Joe Wright
Formed
2004
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Tina Henton
Phone
6268577300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Benefit (provision) for administrative run-off 287. Benefit (provision) for estimated open claims 4,978.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Other income netted with other expense -88.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Provision (benefit) for administrative run-off -287. Provision (benefit) for estimated open claims -4,978.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Other income netted with other expense 88.”

Raw XML Appendix391 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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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07794043
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1928568
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2490787
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34550
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt07862403
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08488
IRS990/PYOtherExpensesAmt01135146
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09080654
IRS990/PYRevenuesLessExpensesAmt091593
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt08997549
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09089142
IRS990/ReconcilationRevenueExpnssAmt0-531422
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09217948
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04869407
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04340365
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-5265
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt088
IRS990ScheduleD/ExpensesSubtotalAmt09756261
IRS990ScheduleD/OtherExpensesIncludedAmt0-5265
IRS990ScheduleD/OtherExpensesNotIncludedAmt088
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033560
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt135860
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2623666
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EQUITY DISTRIBUTION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ESTIMATED LIABILITY FOR ADMINISTRATI
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ESTIMATED LIABILITY FOR OPEN CLAIMS
IRS990ScheduleD/OtherRevenueAmt0-88
IRS990ScheduleD/RevenueNotReportedAmt0-88
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09224927
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME NETTED WITH OTHER EXPENSE -88.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PROVISION (BENEFIT) FOR ADMINISTRATIVE RUN-OFF -287. PROVISION (BENEFIT) FOR ESTIMATED OPEN CLAIMS -4,978.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OTHER INCOME NETTED WITH OTHER EXPENSE 88.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt09756349
IRS990ScheduleD/TotalLiabilityAmt0693086
IRS990ScheduleD/TotalRevenuePerForm990Amt09224927
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09224839
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09750996
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEENAN & ASSOCIATES IS THE THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS TEN MEMBERS CONSISTING OF CALIFORNIA SCHOOL DISTRICTS, COMMUNITY COLLEGE DISTRICTS AND ROP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BENEFIT (PROVISION) FOR ADMINISTRATIVE RUN-OFF 287. BENEFIT (PROVISION) FOR ESTIMATED OPEN CLAIMS 4,978.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04997844
IRS990/TotalAssetsEOYAmt04503459
IRS990/TotalAssetsGrp/BOYAmt04997844
IRS990/TotalAssetsGrp/EOYAmt04503459
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09756349
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0744505
IRS990/TotalLiabilitiesEOYAmt0776277
IRS990/TotalLiabilitiesGrp/BOYAmt0744505
IRS990/TotalLiabilitiesGrp/EOYAmt0776277
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04253339
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03727182
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt09756349
IRS990/TotalProgramServiceRevenueAmt09217948
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06979
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09217948
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09224927
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04997844
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04503459
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0148
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02355 CRENSHAW BLVD 200
IRS990/USAddress/CityNm0TORRANCE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0905013325
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILLIE JOE WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03132120363
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COALITION FOR CONTROLLING INSURANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0IN CALIF SCHOOLS HEALTH & WELFARE
ReturnHeader/Filer/BusinessNameControlTxt0COAL
ReturnHeader/Filer/EIN0806028938
ReturnHeader/Filer/PhoneNum03132120363
ReturnHeader/Filer/USAddress/AddressLine1Txt02355 CRENSHAW BLVD 200
ReturnHeader/Filer/USAddress/CityNm0TORRANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0905013325
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/PreparationDt02023-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA HENTON
ReturnHeader/ReturnTs02023-04-28T18:30:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BILLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOE WRIGHT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,503,459
Liabilities
$776,277
Net assets
$3,727,182
Revenue
$9,224,927
Expenses
$9,756,349
Net income
-$531,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.98$2.69$10.1$11.1$1.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.75$3.71$9.54$9.56$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.78$3.73$9.22$9.76$0.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.74$4.25$9.09$9.00$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.55$4.33$9.43$8.23$1.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.67$3.02$8.34$8.10$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.58$2.86$7.70$7.30$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.65$2.42$7.92$7.28$0.64
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.67$1.78$7.96$7.58$0.39
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.54$1.39$7.05$6.48$0.58
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.42$0.81$5.32$5.35$0.02
2013Summary only. Only limited summary data is available for this year.$1.38$0.54$0.84$10.2$9.97$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.47$0.61$9.87
2011Summary only. Only limited summary data is available for this year.$0.95$0.49$0.46$9.81$9.68$0.13