Civic Intelligence

Benevolet and Protective Order of Elks

990EZ • Fiscal year 2020 • EIN 94-2833216

Apr 01, 2019 to Mar 31, 2020 • Filed on May 22, 2020

P O Box 5011Vacaville, CA 95696-5011

(707) 448-2763

Siviq Scores

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

Liabilities / Assets

96th percentile

0.74x

Higher debt load relative to assets than 96% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

2.64x

Higher debt load relative to revenue than 98% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Asset Growth

94th percentile

42%

Faster asset growth than 94% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

-11%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$388,686

Up $115,181 (+42%) from 2019

Net Assets

$102,688

No earlier filing loaded for comparison.

Liabilities

Up

$285,998

Up $100,598 (+54%) from 2019

Revenue

Down

$108,161

Down $13,739 (-11%) from 2019

Expenses

Down

$93,796

Down $15,808 (-14%) from 2019

Net Income

Up

$14,365

Up $2,069 (+17%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $172,485Liabilities 2012: $137,9872012Assets 2013: $165,382Liabilities 2013: $129,0572013Assets 2014: $178,602Liabilities 2014: $134,4502014Assets 2015: $203,411Liabilities 2015: $153,0442015Assets 2016: $216,305Liabilities 2016: $156,5232016Assets 2017: $232,373Liabilities 2017: $163,3762017Assets 2018: $250,759Liabilities 2018: $174,9502018Assets 2019: $273,505Liabilities 2019: $185,4002019Assets 2020: $388,686Liabilities 2020: $285,998Net Assets 2020: $102,6882020Assets 2021: $405,665Liabilities 2021: $305,165Net Assets 2021: $100,5002021Assets 2022: $436,564Liabilities 2022: $316,671Net Assets 2022: $119,8932022Assets 2023: $430,843Liabilities 2023: $325,538Net Assets 2023: $105,3052023Assets 2024: $426,779Liabilities 2024: $220,312Net Assets 2024: $206,4672024Assets 2025: $463,718Liabilities 2025: $305,750Net Assets 2025: $157,9682025

Highlighted filing

2020

Assets$388,686
Liabilities$285,998
Net Assets$102,688

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $118,478Expenses 2012: $133,693Net Income 2012: -$15,2152012Revenue 2013: $113,755Expenses 2013: $111,928Net Income 2013: $1,8272013Revenue 2014: $109,243Expenses 2014: $101,416Net Income 2014: $7,8272014Revenue 2015: $107,341Expenses 2015: $101,126Net Income 2015: $6,2152015Revenue 2016: $108,706Expenses 2016: $99,291Net Income 2016: $9,4152016Revenue 2017: $104,719Expenses 2017: $95,504Net Income 2017: $9,2152017Revenue 2018: $104,078Expenses 2018: $97,266Net Income 2018: $6,8122018Revenue 2019: $121,900Expenses 2019: $109,604Net Income 2019: $12,2962019Revenue 2020: $108,161Expenses 2020: $93,796Net Income 2020: $14,3652020Revenue 2021: $83,121Expenses 2021: $85,309Net Income 2021: -$2,1882021Revenue 2022: $124,651Expenses 2022: $105,258Net Income 2022: $19,3932022Revenue 2023: $203,368Expenses 2023: $217,956Net Income 2023: -$14,5882023Revenue 2024: $244,518Expenses 2024: $143,356Net Income 2024: $101,1622024Revenue 2025: $208,930Expenses 2025: $171,164Net Income 2025: $37,7662025

Highlighted filing

2020

Revenue$108,161
Expenses$93,796
Net Income$14,365
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
May 22, 2020
Return Version
2019v5.0
Gross Receipts
$148,076
Mission and Program Overview

Mission

To inculcate the principles of charity, justice, brotherly love and fidelity; to recognize a belief in god; to promote welfare and enhance the happiness of its members; to quicken the spirit of american patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization; and to provide for its governance, the benevolent and protective order of elks of the united states of america will serve the people and communities through benevolent programs, demonstrating that elks care and elks share.

To inculcate the principles of charity, justice, brotherly love and fidelity; to recognize a belief in god; to promote the welfare and enhance the happiness of its members; to quicken the spirit of american patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization, and to provide for its governance, the benevolent and protective order of elks of the united states of america will serve the people and communities through benevolent programs, demonstrating that elks care and elks share.

Program Services

DescriptionGrantsExpenses
OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF THE MEMBERS.--
OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF THE MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID BREENExalted Rule-$0--
VACANTLeading Knig-$0--
MARTIN VANZANDTLoyal Knight-$0--
ELIZABETH MCFALLLecturing Kn-$0--
RON PIANFETTITreasurer-$0--
PATRICIA GLODOWSKITrustee-$0--
TJ MCCARTHYTrustee-$0--
JOE TRIPODOTrustee-$0--
SANDY GOWANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Benevolent and Protective Order of
EIN
94-2833216
Phone
7074482763
Address
P O BOX 5011, VACAVILLE, CA 95696-5011

Signing Officer

Name
Ignacio Lavalle Per
Title
Secretary
Phone
7074482763
Signed
2020-05-22

Preparer

Firm
A J Holt Inc
Address
4209 W MAGNOLIA BLVD, BURBANK, CA 91505-2726
Preparer
William a Holt Ea
Phone
8188454228
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Lodge activities 30,854 contingency income 3,669 member rent 2,990 miscellaneous 2,136 jamboree 1,895 corkage fee 409 recycling 180 associate dues 80 total 42,213

Form 990-ez, Part I, Line 16

Club operation licenses 618 club telephone 990 rents 11,000 miscellaneous -348 kitchen supplies 1,714 expenses office 2,038 conferences/meetings 2,699 dignitary ent 1,573 officers exp 400 per capita gl/state 5,888 telephone 953 lodge activities 16,959 other activities 43 ritual exp 546 jamboree 1,895 supplies 442 miscellaneous 1,342 total 48,752

Form 990-ez, Part I, Line 20

Prior year adjustment to equity 218

Form 990-ez, Part II, Line 24

Inventories for sale or use 3,232 3,446 prepaid expenses and deferred charges 53 0 39,294 39,294 less accumulated depreciation 38,435 38,435 total 4,144 4,305

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,571 6,931 deferred revenue 15,070 16,917 charity & restricted funds 168,759 262,150

Form 990-ez, Part III

To inculcate the principles of charity, justice, brotherly love and fidelity; to recognize a belief in god; to promote the welfare and enhance the happiness of its members; to quicken the spirit of american patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization, and to provide for its governance, the benevolent and protective order of elks of the united states of america will serve the people and communities through benevolent programs, demonstrating that elks care and elks share.

Form 990-ez, Part III, Line 31

Operates under the lodge system for the exclusive benefit of the members.

Raw XML Appendix148 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/PersonNm0LODGE SECRETARY
IRS990EZ/BooksInCareOfDetail/PhoneNum07074482763
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0304 PARKER ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VACAVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0269361
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0384381
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt039915
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014365
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08130
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0273505
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0388686
IRS990EZ/GrossProfitLossSlsOfInvntryAmt037150
IRS990EZ/GrossReceiptsAmt0148076
IRS990EZ/GrossSalesOfInventoryAmt077065
IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02469
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026329
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088105
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102688
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088105
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102688
IRS990EZ/OccupancyRentUtltsAndMaintAmt026064
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID BREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VACANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTIN VANZANDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH MCFALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RON PIANFETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PATRICIA GLODOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TJ MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOE TRIPODO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SANDY GOWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXALTED RULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1LEADING KNIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2LOYAL KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LECTURING KN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04144
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04305
IRS990EZ/OtherChangesInNetAssetsAmt0218
IRS990EZ/OtherExpensesTotalAmt048752
IRS990EZ/OtherRevenueTotalAmt042213
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNANCE, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.
IRS990EZ/PrintingPublicationsPostageAmt01952
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF THE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF THE MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt08898
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0185400
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0285998
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093796
IRS990EZ/TotalRevenueAmt0108161
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNAL
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LODGE ACTIVITIES 30,854 CONTINGENCY INCOME 3,669 MEMBER RENT 2,990 MISCELLANEOUS 2,136 JAMBOREE 1,895 CORKAGE FEE 409 RECYCLING 180 ASSOCIATE DUES 80 TOTAL 42,213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLUB OPERATION LICENSES 618 CLUB TELEPHONE 990 RENTS 11,000 MISCELLANEOUS -348 KITCHEN SUPPLIES 1,714 EXPENSES OFFICE 2,038 CONFERENCES/MEETINGS 2,699 DIGNITARY ENT 1,573 OFFICERS EXP 400 PER CAPITA GL/STATE 5,888 TELEPHONE 953 LODGE ACTIVITIES 16,959 OTHER ACTIVITIES 43 RITUAL EXP 546 JAMBOREE 1,895 SUPPLIES 442 MISCELLANEOUS 1,342 TOTAL 48,752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR YEAR ADJUSTMENT TO EQUITY 218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVENTORIES FOR SALE OR USE 3,232 3,446 PREPAID EXPENSES AND DEFERRED CHARGES 53 0 39,294 39,294 LESS ACCUMULATED DEPRECIATION 38,435 38,435 TOTAL 4,144 4,305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,571 6,931 DEFERRED REVENUE 15,070 16,917 CHARITY & RESTRICTED FUNDS 168,759 262,150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNANCE, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0IGNACIO LAVALLE PER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07074482763
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT AND PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS VACAVILLE LODGE NO 2638
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0942833216
ReturnHeader/Filer/PhoneNum07074482763
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 5011
ReturnHeader/Filer/USAddress/CityNm0VACAVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0956965011
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06950DF083C6A52EC8B42CF2CBB705AE641064BC2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08649C8B3BEE50E9A350E5C006663E6B895075A93
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.33.88.214
ReturnHeader/FilingSecurityInformation/IPDt02020-06-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:32:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954112352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A J HOLT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04209 W MAGNOLIA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0915052726
ReturnHeader/PreparerPersonGrp/PhoneNum08188454228
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A HOLT EA
ReturnHeader/ReturnTs02020-06-08T14:32:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.64$3.06$1.58$2.09$1.71$0.38
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$2.20$2.06$2.45$1.43$1.01
2023Detailed filing. Detailed filing data is available for this year.$4.31$3.26$1.05$2.03$2.18$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.37$3.17$1.20$1.25$1.05$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.06$3.05$1.01$0.83$0.85$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.89$2.86$1.03$1.08$0.94$0.14
2019Summary only. Only limited summary data is available for this year.$2.74$1.85$1.22$1.10$0.12
2018Summary only. Only limited summary data is available for this year.$2.51$1.75$1.04$0.97$0.07
2017Summary only. Only limited summary data is available for this year.$2.32$1.63$1.05$0.96$0.09
2016Summary only. Only limited summary data is available for this year.$2.16$1.57$1.09$0.99$0.09
2015Summary only. Only limited summary data is available for this year.$2.03$1.53$1.07$1.01$0.06
2014Summary only. Only limited summary data is available for this year.$1.79$1.34$1.09$1.01$0.08
2013Summary only. Only limited summary data is available for this year.$1.65$1.29$1.14$1.12$0.02
2012Summary only. Only limited summary data is available for this year.$1.72$1.38$1.18$1.34$0.15