Civic Intelligence

Ancient & Accepted Scottish Rite of Free San Jose Scottish Rite Bodies

990 • Fiscal year 2018 • EIN 94-0850310

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 15, 2019

Organization Profilewww.sanjosescottishrite.org
2455 Masonic DrSan Jose, CA 95125

(408) 978-7483

Siviq Scores

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

Liabilities / Assets

70th percentile

0.00x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Net Margin

47th percentile

2.6%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Asset Growth

24th percentile

-7.5%

Faster asset growth than 24% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-18%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$301,204

Down $24,597 (-7.5%) from 2017

Net Assets

Down

$299,863

Down $25,091 (-7.7%) from 2017

Liabilities

Up

$1,341

Up $494 (+58%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin47th percentile

Revenue

Down

$88,624

Down $19,849 (-18%) from 2017

Expenses

Down

$86,283

Down $26,046 (-23%) from 2017

Net Income

Up

$2,341

Up $6,197 (+161%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$400K$300K$200K$100K$0Assets 2010: $340,244Liabilities 2010: $4,115Net Assets 2010: $336,1292010Assets 2011: $311,440Liabilities 2011: $0Net Assets 2011: $311,4402011Assets 2012: $311,348Liabilities 2012: $0Net Assets 2012: $311,3482012Assets 2013: $308,518Liabilities 2013: $0Net Assets 2013: $308,5182013Assets 2014: $310,785Liabilities 2014: $0Net Assets 2014: $310,7852014Assets 2015: $282,835Liabilities 2015: $0Net Assets 2015: $282,8352015Assets 2016: $305,115Liabilities 2016: $0Net Assets 2016: $305,1152016Assets 2017: $325,801Liabilities 2017: $847Net Assets 2017: $324,9542017Assets 2018: $301,204Liabilities 2018: $1,341Net Assets 2018: $299,8632018Assets 2019: $338,477Liabilities 2019: $1,584Net Assets 2019: $336,8932019Assets 2020: $368,828Liabilities 2020: $1,213Net Assets 2020: $367,6152020Assets 2021: $399,291Liabilities 2021: $525Net Assets 2021: $398,7662021Assets 2022: $365,290Liabilities 2022: $1,492Net Assets 2022: $363,7982022Assets 2023: $363,477Liabilities 2023: $29Net Assets 2023: $363,4482023Assets 2024: $374,075Liabilities 2024: $1,571Net Assets 2024: $372,5042024

Highlighted filing

2018

Assets$301,204
Liabilities$1,341
Net Assets$299,863
Open 2018 Filing

Operations Trend

Revenue Growth20th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $98,6612010Revenue 2011: $95,010Expenses 2011: $75,406Net Income 2011: $19,6042011Revenue 2012: $78,291Expenses 2012: $83,883Net Income 2012: -$5,5922012Revenue 2013: $74,245Expenses 2013: $77,462Net Income 2013: -$3,2172013Revenue 2014: $86,191Expenses 2014: $67,538Net Income 2014: $18,6532014Revenue 2015: $60,558Expenses 2015: $84,438Net Income 2015: -$23,8802015Revenue 2016: $68,126Expenses 2016: $70,557Net Income 2016: -$2,4312016Revenue 2017: $108,473Expenses 2017: $112,329Net Income 2017: -$3,8562017Revenue 2018: $88,624Expenses 2018: $86,283Net Income 2018: $2,3412018Revenue 2019: $94,925Expenses 2019: $80,670Net Income 2019: $14,2552019Revenue 2020: $97,935Expenses 2020: $70,855Net Income 2020: $27,0802020Revenue 2021: $98,603Expenses 2021: $75,952Net Income 2021: $22,6512021Revenue 2022: $71,290Expenses 2022: $75,497Net Income 2022: -$4,2072022Revenue 2023: $64,884Expenses 2023: $78,803Net Income 2023: -$13,9192023Revenue 2024: $89,041Expenses 2024: $77,755Net Income 2024: $11,2862024

Highlighted filing

2018

Revenue$88,624
Expenses$86,283
Net Income$2,341
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 15, 2019
Return Version
2018v3.1
Gross Receipts
$412,344
Mission and Program Overview

Mission

A fraternal organization to enhance and enrich the lives of its members, their families, and their communities, to inspire its members to higher standards of moral and ethical conduct, and to promote the belief in the brotherhood of man.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$281,873$263,651▼ $18,222
Cash and Non-Interest-Bearing Accounts$43,928$37,553▼ $6,375
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$325,801$301,204▼ $24,597
Other Assets Total-$0-
Liabilities
Other Liabilities$847$1,341▲ $494
Total Liabilities$847$1,341▲ $494
Net Assets / Fund Balance
Unrestricted Net Assets$324,954$299,863▼ $25,091
Total Net Assets Fund Balance$324,954$299,863▼ $25,091
Total Liabilities and Net Assets / Fund Balance$325,801$301,204▼ $24,597

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$51,943$51,943
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Kenneth G NagelPresident
Bud RamseyVice President
Brandon DuenasDirector
Charles CowdenDirector
Randy DowneyDirector
Sean PatrickDirector
Gregg HallSecretary
Carey AtwoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,962
Program Service Revenue
$71,004
Investment Income
$15,658
Other Revenue
$0
All Other Contributions
$1,962
Change in Net Assets
$2,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$70,064
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$15,219--$15,219
Payments to Affiliates$14,752--$14,752
Occupancy$9,600$2,400-$12,000
Fees for Services Accounting-$2,500-$2,500
Fees for Service Investment Mgmnt Fees-$2,492-$2,492
Grants to Domestic Individuals$1,000--$1,000
Other Expenses$357--$357
All Other Expenses$117--$117
Total Functional Expenses$78,891$7,392$0$86,283
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$1,341
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Line 6: Explanation of Classes of Members or Shareholder

“The organization maintains fraternal members.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The board reviewed the draft of the form 990 for comment, editing, and approval. Upon board approval the form 990 was finalized for signing, and each board member received a copy of the final return before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is provided to all new hires and are required to sign a statement agreeing to the policy. The statement is maintained in the personnel file. The conflict of interest policy is reviewed with each employee at the time of their performance review.all board members are required to sign a statement agreeing to the conflict of interest policy upon election to the board of directors.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation is determined annually during the budgeting process. Employees received routine reviews and their salary is adjusted based on merit and budgetary considerations. All salaries for all employees are approved by the board during the budgetary process.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All such documents are available upon request at the business office, monday through friday, 9am - 4pm.”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of Free
EIN
94-0850310
Phone
4089787483
Address
2455 MASONIC DR, SAN JOSE, CA 95125

Signing Officer

Name
Gregg Hall
Title
Secretary
Signed
2019-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth G Nagel
Formed
1904
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Kawamoto Weil & Company
Address
150 E Campbell Ave 201, Campbell, CA 95008
Preparer
Kenneth M Kawamoto
Phone
4083797300
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - FEDERAL FORM 990 AND CALIFORNIA FORM 199: CONTRIBUTIONSTHE ORGANIZATION DOES NOT SOLICIT AND HAS NOT RECEIVED ANY TAX-DEDUCTIBLE CONTRIBUTIONS.”

Client Note 2

“Client Note 2 - FEDERAL FORM 990 AND CALIFORNIA FORM 199: NAME OF ORGANIZATIONTHE ORGANIZATION'S FULL NAME IS THE ANCIENT AND ACCEPTED SCOTTISH RITE OF FREEMASONRY, VALLEY OF SAN JOSE. IT IS ALSO KNOWN AS THE SAN JOSE SCOTTISH RITE BODIES.”

Raw XML Appendix395 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/OtherExpensesGrp/TotalAmt22400
IRS990/OtherExpensesGrp/TotalAmt3357
IRS990/OtherLiabilitiesGrp/BOYAmt0847
IRS990/OtherLiabilitiesGrp/EOYAmt01341
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt014752
IRS990/PaymentsToAffiliatesGrp/TotalAmt014752
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KENNETH G NAGEL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc01
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt071004
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt071004
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt010256
IRS990/PYContributionsGrantsAmt031420
IRS990/PYGrantsAndSimilarPaidAmt022000
IRS990/PYInvestmentIncomeAmt015888
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt057573
IRS990/PYProgramServiceRevenueAmt061165
IRS990/PYRevenuesLessExpensesAmt0-3856
IRS990/PYSalariesCompEmpBnftPaidAmt022500
IRS990/PYTotalExpensesAmt0112329
IRS990/PYTotalRevenueAmt0108473
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02341
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt051943
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt051943
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01341
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTIES
IRS990ScheduleD/TotalLiabilityAmt01341
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - FEDERAL FORM 990 AND CALIFORNIA FORM 199: CONTRIBUTIONSTHE ORGANIZATION DOES NOT SOLICIT AND HAS NOT RECEIVED ANY TAX-DEDUCTIBLE CONTRIBUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Client Note 2 - FEDERAL FORM 990 AND CALIFORNIA FORM 199: NAME OF ORGANIZATIONTHE ORGANIZATION'S FULL NAME IS THE ANCIENT AND ACCEPTED SCOTTISH RITE OF FREEMASONRY, VALLEY OF SAN JOSE. IT IS ALSO KNOWN AS THE SAN JOSE SCOTTISH RITE BODIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAINTAINS FRATERNAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWED THE DRAFT OF THE FORM 990 FOR COMMENT, EDITING, AND APPROVAL. UPON BOARD APPROVAL THE FORM 990 WAS FINALIZED FOR SIGNING, AND EACH BOARD MEMBER RECEIVED A COPY OF THE FINAL RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL NEW HIRES AND ARE REQUIRED TO SIGN A STATEMENT AGREEING TO THE POLICY. THE STATEMENT IS MAINTAINED IN THE PERSONNEL FILE. THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH EACH EMPLOYEE AT THE TIME OF THEIR PERFORMANCE REVIEW.ALL BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT AGREEING TO THE CONFLICT OF INTEREST POLICY UPON ELECTION TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION IS DETERMINED ANNUALLY DURING THE BUDGETING PROCESS. EMPLOYEES RECEIVED ROUTINE REVIEWS AND THEIR SALARY IS ADJUSTED BASED ON MERIT AND BUDGETARY CONSIDERATIONS. ALL SALARIES FOR ALL EMPLOYEES ARE APPROVED BY THE BOARD DURING THE BUDGETARY PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE BUSINESS OFFICE, MONDAY THROUGH FRIDAY, 9AM - 4PM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Client Note 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0325801
IRS990/TotalAssetsEOYAmt0301204
IRS990/TotalAssetsGrp/BOYAmt0325801
IRS990/TotalAssetsGrp/EOYAmt0301204
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01962
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07392
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078891
IRS990/TotalFunctionalExpensesGrp/TotalAmt086283
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0847
IRS990/TotalLiabilitiesEOYAmt01341
IRS990/TotalLiabilitiesGrp/BOYAmt0847
IRS990/TotalLiabilitiesGrp/EOYAmt01341
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0324954
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0299863
IRS990/TotalProgramServiceExpensesAmt078891
IRS990/TotalProgramServiceRevenueAmt071004
IRS990/TotalRevenueGrp/ExclusionAmt06012
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt080650
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088624
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0325801
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0301204
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0324954
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0299863
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02455 MASONIC DR
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095125
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.sanjosescottishrite.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGG HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF FREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SAN JOSE SCOTTISH RITE BODIES
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0940850310
ReturnHeader/Filer/PhoneNum04089787483
ReturnHeader/Filer/USAddress/AddressLine1Txt02455 MASONIC DR
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kawamoto Weil & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E Campbell Ave 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M KAWAMOTO
ReturnHeader/ReturnTs02019-02-15T11:35:45-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$301,204
Liabilities
$1,341
Net assets
$299,863
Revenue
$88,624
Expenses
$86,283
Net income
$2,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.02$3.73$0.89$0.78$0.11
2023Summary only. Only limited summary data is available for this year.$3.63$0.00$3.63$0.65$0.79$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.01$3.64$0.71$0.75$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.01$3.99$0.99$0.76$0.23
2020Summary only. Only limited summary data is available for this year.$3.69$0.01$3.68$0.98$0.71$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.02$3.37$0.95$0.81$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.01$0.01$3.00$0.89$0.86$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.01$3.25$1.08$1.12$0.04
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.00$3.05$0.68$0.71$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.61$0.84$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.86$0.68$0.19
2013Summary only. Only limited summary data is available for this year.$3.09$0.00$3.09$0.74$0.77$0.03
2012Summary only. Only limited summary data is available for this year.$3.11$0.00$3.11$0.78$0.84$0.06
2011Summary only. Only limited summary data is available for this year.$3.11$0.00$3.11$0.95$0.75$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.04$3.36$0.99
Peer Organizations

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