Civic Intelligence

Tongass Timber Trust

990 • Fiscal year 2022 • EIN 92-0062073

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 04, 2023

Organization ProfileN/A

View Organization Page

PO Box 6Mukilteo, WA 98275

(907) 225-6114

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

46th percentile

0.02x

Higher debt load relative to revenue than 46% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

62nd percentile

8.6%

Higher net margin than 62% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

61st percentile

$35,634

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Asset Growth

77th percentile

5.1%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-7.1%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$5,988,539

Up $288,510 (+5.1%) from 2021

Net Assets

Up

$5,901,240

Up $250,040 (+4.4%) from 2021

Liabilities

Up

$87,299

Up $38,470 (+79%) from 2021

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin62nd percentile

Revenue

Down

$5,385,908

Down $414,373 (-7.1%) from 2021

Expenses

Down

$4,924,510

Down $294,498 (-5.6%) from 2021

Net Income

Down

$461,398

Down $119,875 (-21%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,362,895Liabilities 2011: $736,980Net Assets 2011: $2,625,9152011Assets 2012: $2,383,133Liabilities 2012: $425,489Net Assets 2012: $1,957,6442012Assets 2013: $2,369,183Liabilities 2013: $446,814Net Assets 2013: $1,922,3692013Assets 2014: $3,056,415Liabilities 2014: $615,719Net Assets 2014: $2,440,6962014Assets 2015: $3,748,941Liabilities 2015: $575,202Net Assets 2015: $3,173,7392015Assets 2016: $4,578,984Liabilities 2016: $748,528Net Assets 2016: $3,830,4562016Assets 2017: $4,445,619Liabilities 2017: $704,180Net Assets 2017: $3,741,4392017Assets 2018: $4,160,940Liabilities 2018: $783,523Net Assets 2018: $3,377,4172018Assets 2019: $5,113,574Liabilities 2019: $548,075Net Assets 2019: $4,565,4992019Assets 2020: $5,266,620Liabilities 2020: $187,263Net Assets 2020: $5,079,3572020Assets 2021: $5,700,029Liabilities 2021: $48,829Net Assets 2021: $5,651,2002021Assets 2022: $5,988,539Liabilities 2022: $87,299Net Assets 2022: $5,901,2402022Assets 2023: $6,609,897Liabilities 2023: $197,015Net Assets 2023: $6,412,8822023Assets 2024: $6,751,408Liabilities 2024: $133,101Net Assets 2024: $6,618,3072024

Highlighted filing

2022

Assets$5,988,539
Liabilities$87,299
Net Assets$5,901,240
Open 2022 Filing

Operations Trend

Revenue Growth34th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,026,709Expenses 2011: $5,188,780Net Income 2011: -$1,162,0712011Revenue 2012: $4,238,429Expenses 2012: $4,906,700Net Income 2012: -$668,2712012Revenue 2013: $4,896,276Expenses 2013: $4,931,551Net Income 2013: -$35,2752013Revenue 2014: $6,490,340Expenses 2014: $5,972,013Net Income 2014: $518,3272014Revenue 2015: $6,410,491Expenses 2015: $5,677,448Net Income 2015: $733,0432015Revenue 2016: $6,990,236Expenses 2016: $6,333,519Net Income 2016: $656,7172016Revenue 2017: $6,988,698Expenses 2017: $7,077,715Net Income 2017: -$89,0172017Revenue 2018: $6,450,762Expenses 2018: $6,814,784Net Income 2018: -$364,0222018Revenue 2019: $6,496,974Expenses 2019: $5,308,892Net Income 2019: $1,188,0822019Revenue 2020: $5,045,926Expenses 2020: $4,974,576Net Income 2020: $71,3502020Revenue 2021: $5,800,281Expenses 2021: $5,219,008Net Income 2021: $581,2732021Revenue 2022: $5,385,908Expenses 2022: $4,924,510Net Income 2022: $461,3982022Revenue 2023: $5,453,413Expenses 2023: $5,015,259Net Income 2023: $438,1542023Revenue 2024: $5,482,159Expenses 2024: $5,342,743Net Income 2024: $139,4162024

Highlighted filing

2022

Revenue$5,385,908
Expenses$4,924,510
Net Income$461,398
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 4, 2023
Return Version
2022v5.0
Gross Receipts
$10,021,047
Mission and Program Overview

Mission

The plan is a welfare benefit plan holding a certification of authority as a mewa under the state of alaska for members of the timber industry in the state of alaska.

A welfare benefit plan for members of the timber industry in the state of alaska.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,579,172$3,216,518▲ $637,346
Investments in Publicly Traded Securities$2,884,481$2,536,004▼ $348,477
Savings and Temporary Cash Investments$200,000$200,000→ $0
Prepaid Expenses and Deferred Charges$13,785$13,018▼ $767
Accounts Receivable$9,318$5,278▼ $4,040
Land, Buildings, and Equipment, Net$0--
Total Assets$5,700,029$5,988,539▲ $288,510
Other Assets Total$13,273$17,721▲ $4,448
Liabilities
Deferred Revenue$39,691$68,931▲ $29,240
Other Liabilities$0$9,391▲ $9,391
Accounts Payable and Accrued Expenses$9,138$8,977▼ $161
Total Liabilities$48,829$87,299▲ $38,470
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,651,200$5,901,240▲ $250,040
Total Net Assets Fund Balance$5,651,200$5,901,240▲ $250,040
Total Liabilities and Net Assets / Fund Balance$5,700,029$5,988,539▲ $288,510
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Owen GrahamTrust AdministratorPT$35,634$35,634

Board Members and Trustees

NameTitle
Keaton GildersleeveChairman of the Board
George BaggenTrustee
Jerry LarrabeeTrustee
Linda LewisTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Mercer US INCActuarial Services111 SW COLUMBIA ST STE 500, Portland, OR 97201$103,172
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,329,647
Investment Income
$56,261
Other Revenue
$0
Change in Net Assets
$461,398

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,360,560
Revenue Not Reported on Financial Statements
$25,348
Revenue Not Reported on Form 990
$-201,967
Total Revenue per Audited Statements
$5,158,593
Total Revenue per Form 990
$5,385,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$308,114
Salaries, Compensation, and Employee Benefits$58,878
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,557,518
Fees for Services Management---$212,167
Current Officers, Directors, Trustees, and Key Employees---$35,634
Insurance---$34,071
Fees for Services Accounting---$31,386
Fees for Service Investment Mgmnt Fees---$25,348
Payroll Taxes---$15,912
Other Salaries and Wages---$7,332
Office Expenses---$2,030
Other Expenses---$1,145
Occupancy---$1,067
Fees for Services Legal---$900
Total Functional Expenses$0$0$0$4,924,510

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,924,510
Expenses per Audited Statements$4,899,162
Total Expenses per Audited Statements$4,899,162
Expenses Not Reported on Financial Statements$25,348
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Premium Payable$9,391
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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
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 3

“The board of trustees has hired a professional administration company to operate the trust on a day to day basis. The board of trustees retains ultimate responsibility of the actions of the professional administrator's actions.”

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

“The board of trustees reviews and approves the form 990 to ensure that the information is accurate and properly recorded.”

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

“Officers, directors, trustees and employees are required to sign a written statement annually to disclose any conflict of interest.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Tongass Timber Trust
EIN
92-0062073
Phone
9072256114
Address
PO BOX 6, MUKILTEO, WA 98275

Signing Officer

Name
Owen Graham
Title
Trust Administrator
Phone
9072256114
Signed
2023-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Owen Graham
Formed
1964
Legal Domicile
Ak
Voting Board Members
4
Independent Board Members
3
Employees
2
Volunteers
4

Preparer

Firm
Cliftonlarsonallen Llp
Address
2875 MICHELLE DRIVE 300, IRVINE, CA 92606
Preparer
Lisa N Ryssel CPA
Phone
7149781300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in benefit obligation -9,391.”

Form 990, Part XII Line 2C

“The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. The oversight and selection process has not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix366 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
IRS990/AccountantCompileOrReviewInd00
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04924510
IRS990ScheduleD/TotalLiabilityAmt09391
IRS990ScheduleD/TotalRevenuePerForm990Amt05385908
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05158593
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04899162
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES HAS HIRED A PROFESSIONAL ADMINISTRATION COMPANY TO OPERATE THE TRUST ON A DAY TO DAY BASIS. THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY OF THE ACTIONS OF THE PROFESSIONAL ADMINISTRATOR'S ACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE FORM 990 TO ENSURE THAT THE INFORMATION IS ACCURATE AND PROPERLY RECORDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS, DIRECTORS, TRUSTEES AND EMPLOYEES ARE REQUIRED TO SIGN A WRITTEN STATEMENT ANNUALLY TO DISCLOSE ANY CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN BENEFIT OBLIGATION -9,391.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALASKA TIMBER INSURANCE EXCHANGE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1BOYER LOGISTICS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2BOYER TOWING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3PAPAC ALASKA LOGGING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4PHOENIX LOGGING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5PISTON & RUDDER SERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6POOL ENGINEERING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7R & M ENGINEERING - KETCHIKAN INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8REID BROTHERS LOGGING AND CONSTRUCTION I
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9SAMSON TUG AND BARGE COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10SAMSON MARINE FREIGHTWAYS INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0EVERGREEN TIMBER LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1HIGH TIDE ENTERPRISE LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALASKA FOREST ASSOCIATION
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05700029
IRS990/TotalAssetsEOYAmt05988539
IRS990/TotalAssetsGrp/BOYAmt05700029
IRS990/TotalAssetsGrp/EOYAmt05988539
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt04924510
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt048829
IRS990/TotalLiabilitiesEOYAmt087299
IRS990/TotalLiabilitiesGrp/BOYAmt048829
IRS990/TotalLiabilitiesGrp/EOYAmt087299
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05651200
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05901240
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05329647
IRS990/TotalReportableCompFromOrgAmt035634
IRS990/TotalRevenueGrp/ExclusionAmt056261
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05329647
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05385908
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05700029
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05988539
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098275
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0OWEN GRAHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09072256114
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TONGASS TIMBER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TONG
ReturnHeader/Filer/EIN0920062073
ReturnHeader/Filer/PhoneNum09072256114
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6
ReturnHeader/Filer/USAddress/CityNm0MUKILTEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098275
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02875 MICHELLE DRIVE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092606
ReturnHeader/PreparerPersonGrp/PhoneNum07149781300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA N RYSSEL CPA
ReturnHeader/ReturnTs02023-10-06T11:55:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0OWEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRAHAM
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,988,539
Liabilities
$87,299
Net assets
$5,901,240
Revenue
$5,385,908
Expenses
$4,924,510
Net income
$461,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.13$6.62$5.48$5.34$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.20$6.41$5.45$5.02$0.44
2022Detailed filing. Detailed filing data is available for this year.$5.99$0.09$5.90$5.39$4.92$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.05$5.65$5.80$5.22$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.19$5.08$5.05$4.97$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.55$4.57$6.50$5.31$1.19
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.78$3.38$6.45$6.81$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.70$3.74$6.99$7.08$0.09
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$0.75$3.83$6.99$6.33$0.66
2015Detailed filing. Detailed filing data is available for this year.$3.75$0.58$3.17$6.41$5.68$0.73
2014Detailed filing. Detailed filing data is available for this year.$3.06$0.62$2.44$6.49$5.97$0.52
2013Summary only. Only limited summary data is available for this year.$2.37$0.45$1.92$4.90$4.93$0.04
2012Summary only. Only limited summary data is available for this year.$2.38$0.43$1.96$4.24$4.91$0.67
2011Summary only. Only limited summary data is available for this year.$3.36$0.74$2.63$4.03$5.19$1.16