Civic Intelligence

Npx Charitable Inc.

990 • Fiscal year 2020 • EIN 84-3037939

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization ProfileN/A
3450 Sacramento Street No 217San Francisco, CA 94118

(415) 939-7087

Siviq Scores

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

Liabilities / Assets

27th percentile

0.05x

Higher debt load relative to assets than 27% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.07x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

99th percentile

921%

Faster asset growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

710%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$10,215,605

Up $9,214,605 (+921%) from 2019

Net Assets

Up

$9,683,107

Up $8,726,019 (+912%) from 2019

Liabilities

Up

$532,498

Up $488,586 (+1113%) from 2019

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin98th percentile

Revenue

Up

$8,101,074

Up $7,101,074 (+710%) from 2019

Expenses

Up

$485,148

Up $442,236 (+1031%) from 2019

Net Income

Up

$7,615,926

Up $6,658,838 (+696%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$15M$10M$5.0M$0Assets 2019: $1,001,000Liabilities 2019: $43,912Net Assets 2019: $957,0882019Assets 2020: $10,215,605Liabilities 2020: $532,498Net Assets 2020: $9,683,1072020Assets 2021: $9,111,435Liabilities 2021: $133,525Net Assets 2021: $8,977,9102021Assets 2022: $7,597,321Liabilities 2022: $150,871Net Assets 2022: $7,446,4502022Assets 2023: $3,444,741Liabilities 2023: $150,000Net Assets 2023: $3,294,7412023Assets 2024: $2,282,863Liabilities 2024: $150,000Net Assets 2024: $2,132,8632024

Highlighted filing

2020

Assets$10,215,605
Liabilities$532,498
Net Assets$9,683,107
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

$10M$5.0M$0-$5.0MRevenue 2019: $1,000,000Expenses 2019: $42,912Net Income 2019: $957,0882019Revenue 2020: $8,101,074Expenses 2020: $485,148Net Income 2020: $7,615,9262020Revenue 2021: $4,750Expenses 2021: $709,947Net Income 2021: -$705,1972021Revenue 2022: $120,015Expenses 2022: $1,651,475Net Income 2022: -$1,531,4602022Revenue 2023: $63,502Expenses 2023: $4,215,211Net Income 2023: -$4,151,7092023Revenue 2024: $37,996Expenses 2024: $1,199,874Net Income 2024: -$1,161,8782024

Highlighted filing

2020

Revenue$8,101,074
Expenses$485,148
Net Income$7,615,926
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$8,101,074
Mission and Program Overview

Mission

To activate more capital, data, and impact in the nonprofit sector through results-based giving.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$5,057,723-
Pledges and Grants Receivable$0$4,260,550▲ $4,260,550
Savings and Temporary Cash Investments$0$885,210▲ $885,210
Loans From Officers Directors$43,912$119,472▲ $75,560
Prepaid Expenses and Deferred Charges$0$8,708▲ $8,708
Cash and Non-Interest-Bearing Accounts$1,001,000$3,414▼ $997,586
Total Assets$1,001,000$10,215,605▲ $9,214,605
Liabilities
Accounts Payable and Accrued Expenses$0$413,026▲ $413,026
Total Liabilities$43,912$532,498▲ $488,586
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$9,539,120-
Net Assets Without Donor Restrictions$957,088$143,987▼ $813,101
Total Net Assets Fund Balance$957,088$9,683,107▲ $8,726,019
Total Liabilities and Net Assets / Fund Balance$1,001,000$10,215,605▲ $9,214,605
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Catarina SchwabPresident
Lindsay BeckDirector
Marcus E BerryDirector
Margaret J HartiganSecretary
Caleb E JonasTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Npx INCManagement Services3450 SACRAMENTO STREET 217, San Francisco, CA 94118$406,620
Revenue and Support

Revenue Composition

Contributions and Grants
$8,094,550
Program Service Revenue
$0
Investment Income
$6,524
Other Revenue
$0
All Other Contributions
$8,094,550
Change in Net Assets
$7,615,926

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$336,262Fair Market Value (FMV)
Total Noncash Contributions3$336,262-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,101,074
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,046
Total Revenue per Audited Statements
$8,107,120
Total Revenue per Form 990
$8,101,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$485,148
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
Fees for Services Management$406,620--$406,620
Fees for Services Legal$9,218$23,745-$32,963
Fees for Services Accounting-$23,995-$23,995
Fees for Services Other$10,010--$10,010
Insurance-$9,042-$9,042
Office Expenses-$1,680-$1,680
Information Technology-$560-$560
Other Expenses-$138-$138
Total Functional Expenses$425,848$59,300$0$485,148

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$485,148
Total Expenses per Audited Statements$485,148
Total Expenses per Form 990$485,148
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-35% CONTROLLED ENTITY OF DIRECTORS CATARINA SCHWAB & LINDSAY BECKManagement FeesNo$406,620

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$43,912$119,472▲ $75,560
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 2

“Lindsay beck and catarina schwab have a business relationship.”

Form 990, Part VI, Section A, Line 3

“The organization has a management agreement in place with npx, inc. For a variety of managerial and back-office support services. Npx charitable paid npx, inc. $406,620 in exchange for these services in 2020.”

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

“The form 990 is prepared by an independent tax accountant, in conjunction with the organization's accounting and finance department; adjustments are made, as necessary. The form 990 is then reviewed with the board of directors prior to filing with the internal revenue service.”

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

“All covered persons, including members of the board of directors, must complete and submit an annual conflict of interest disclosure statement. Additionally, whenever a covered person becomes aware that he or she or a family member has or may have an interest in a transaction that is coming before the board or a committee of the board or in a transaction involving the corporation, he or she must fully and promptly disclose such interest, whether it be direct or indirect. Upon a covered person's disclosure of an interest in a transaction, the board, in consultation with counsel if necessary, will determine whether a conflict of interest exists. If it is determined that a conflict exists or that there is an appearance of a conflict, the transaction may be approved only upon a vote of a majority of the disinterested directors, or if there are no disinterested directors, by a unanimous vote of the directors. The covered person may be present for the discussion in order to respond to questions and elaborate on the information presented. Upon request of the disinterested directors, the covered person will be required to excuse himself or herself from the vote on the transaction. In any event, the covered person, if a director of the corporation, will abstain from voting on the transaction except insofar as the conflict of interest policy requires a unanimous vote.”

Form 990, Part VI, Section C, Line 19

“The financial statements, organizational/governing documents, and conflict of interest policy are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Npx Charitable Inc
EIN
84-3037939
Phone
4159397087
Address
3450 SACRAMENTO STREET NO 217, SAN FRANCISCO, CA 94118

Signing Officer

Name
Catarina Schwab
Title
President
Phone
4159397087
Signed
2021-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catarina Schwab
Formed
2019
Legal Domicile
De
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Michael Lumsden
Phone
4159561500
Raw XML Appendix389 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0485148
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06046
IRS990ScheduleD/RevenueNotReportedAmt06046
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08101074
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0485148
IRS990ScheduleD/TotalRevenuePerForm990Amt08101074
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08107120
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0485148
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0NPX INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt035% CONTROLLED ENTITY OF DIRECTORS CATARINA SCHWAB & LINDSAY BECK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0406620
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT FEES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0119472
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0NPX INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO FUND CHARITABLE ACTIVITIES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0119472
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt035% CONTROLLED ENTITY OF DIRECTORS CATARINA SCHWAB & LINDSAY BECK
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0119472
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0336262
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) IN SCHEDULE M, PART I, COLUMN (B).
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINDSAY BECK AND CATARINA SCHWAB HAVE A BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A MANAGEMENT AGREEMENT IN PLACE WITH NPX, INC. FOR A VARIETY OF MANAGERIAL AND BACK-OFFICE SUPPORT SERVICES. NPX CHARITABLE PAID NPX, INC. $406,620 IN EXCHANGE FOR THESE SERVICES IN 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT, IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. THE FORM 990 IS THEN REVIEWED WITH THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL COVERED PERSONS, INCLUDING MEMBERS OF THE BOARD OF DIRECTORS, MUST COMPLETE AND SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. ADDITIONALLY, WHENEVER A COVERED PERSON BECOMES AWARE THAT HE OR SHE OR A FAMILY MEMBER HAS OR MAY HAVE AN INTEREST IN A TRANSACTION THAT IS COMING BEFORE THE BOARD OR A COMMITTEE OF THE BOARD OR IN A TRANSACTION INVOLVING THE CORPORATION, HE OR SHE MUST FULLY AND PROMPTLY DISCLOSE SUCH INTEREST, WHETHER IT BE DIRECT OR INDIRECT. UPON A COVERED PERSON'S DISCLOSURE OF AN INTEREST IN A TRANSACTION, THE BOARD, IN CONSULTATION WITH COUNSEL IF NECESSARY, WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF IT IS DETERMINED THAT A CONFLICT EXISTS OR THAT THERE IS AN APPEARANCE OF A CONFLICT, THE TRANSACTION MAY BE APPROVED ONLY UPON A VOTE OF A MAJORITY OF THE DISINTERESTED DIRECTORS, OR IF THERE ARE NO DISINTERESTED DIRECTORS, BY A UNANIMOUS VOTE OF THE DIRECTORS. THE COVERED PERSON MAY BE PRESENT FOR THE DISCUSSION IN ORDER TO RESPOND TO QUESTIONS AND ELABORATE ON THE INFORMATION PRESENTED. UPON REQUEST OF THE DISINTERESTED DIRECTORS, THE COVERED PERSON WILL BE REQUIRED TO EXCUSE HIMSELF OR HERSELF FROM THE VOTE ON THE TRANSACTION. IN ANY EVENT, THE COVERED PERSON, IF A DIRECTOR OF THE CORPORATION, WILL ABSTAIN FROM VOTING ON THE TRANSACTION EXCEPT INSOFAR AS THE CONFLICT OF INTEREST POLICY REQUIRES A UNANIMOUS VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCIAL STATEMENTS, ORGANIZATIONAL/GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1CO
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01001000
IRS990/TotalAssetsEOYAmt010215605
IRS990/TotalAssetsGrp/BOYAmt01001000
IRS990/TotalAssetsGrp/EOYAmt010215605
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt08094550
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt059300
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0425848
IRS990/TotalFunctionalExpensesGrp/TotalAmt0485148
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043912
IRS990/TotalLiabilitiesEOYAmt0532498
IRS990/TotalLiabilitiesGrp/BOYAmt043912
IRS990/TotalLiabilitiesGrp/EOYAmt0532498
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0957088
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09683107
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0425848
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06524
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08101074
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01001000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010215605
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03450 SACRAMENTO STREET NO 217
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094118
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATARINA SCHWAB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04159397087
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NPX CHARITABLE INC
ReturnHeader/Filer/BusinessNameControlTxt0NPXC
ReturnHeader/Filer/EIN0843037939
ReturnHeader/Filer/PhoneNum04159397087
ReturnHeader/Filer/USAddress/AddressLine1Txt03450 SACRAMENTO STREET NO 217
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SECOND STREET SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094105
ReturnHeader/PreparerPersonGrp/PhoneNum04159561500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL LUMSDEN
ReturnHeader/ReturnTs02021-11-09T12:19:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CATARINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWAB
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,215,605
Liabilities
$532,498
Net assets
$9,683,107
Revenue
$8,101,074
Expenses
$485,148
Net income
$7,615,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.15$2.13$0.04$1.20$1.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.15$3.29$0.06$4.22$4.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.60$0.15$7.45$0.12$1.65$1.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.11$0.13$8.98$0.00$0.71$0.71
2020Detailed filing. Detailed filing data is available for this year.$10.2$0.53$9.68$8.10$0.49$7.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.04$0.96$1.00$0.04$0.96