Civic Intelligence

Carpenters Local No 46 of Ubc & Joiners of America

990 • Fiscal year 2014 • EIN 94-3381469

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

4421 Pell Drive95838

(916) 614-7901

Siviq Scores

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

Liabilities / Assets

91st percentile

0.43x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

98th percentile

1.99x

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

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Net Margin

21st percentile

-4.6%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$7,139

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Asset Growth

28th percentile

-1.4%

Faster asset growth than 28% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-1.5%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Assets

Down

$4,089,289

Down $58,849 (-1.4%) from 2013

Net Assets

Down

$2,342,563

Down $6,784 (-0.3%) from 2013

Liabilities

Down

$1,746,726

Down $52,065 (-2.9%) from 2013

Revenue

$875,701

No earlier filing loaded for comparison.

Expenses

Down

$915,731

Down $18,784 (-2.0%) from 2013

Net Income

-$40,030

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,319,724Liabilities 2011: $1,883,021Net Assets 2011: $2,436,7032011Assets 2012: $4,237,425Liabilities 2012: $1,845,094Net Assets 2012: $2,392,3312012Assets 2013: $4,148,138Liabilities 2013: $1,798,791Net Assets 2013: $2,349,3472013Assets 2014: $4,089,289Liabilities 2014: $1,746,726Net Assets 2014: $2,342,5632014Assets 2015: $3,912,179Liabilities 2015: $1,694,825Net Assets 2015: $2,217,3542015Assets 2016: $3,884,071Liabilities 2016: $1,642,288Net Assets 2016: $2,241,7832016Assets 2017: $3,896,734Liabilities 2017: $1,592,435Net Assets 2017: $2,304,2992017Assets 2018: $4,335,017Liabilities 2018: $1,525,053Net Assets 2018: $2,809,9642018Assets 2019: $5,291,139Liabilities 2019: $1,470,271Net Assets 2019: $3,820,8682019Assets 2020: $5,489,499Liabilities 2020: $1,406,956Net Assets 2020: $4,082,5432020Assets 2021: $6,138,317Liabilities 2021: $1,341,354Net Assets 2021: $4,796,9632021Assets 2022: $7,090,270Liabilities 2022: $1,272,624Net Assets 2022: $5,817,6462022Assets 2023: $6,887,681Liabilities 2023: $901,452Net Assets 2023: $5,986,2292023Assets 2024: $7,020,470Liabilities 2024: $810,202Net Assets 2024: $6,210,2682024Assets 2025: $7,075,142Liabilities 2025: $720,817Net Assets 2025: $6,354,3252025

Highlighted filing

2014

Assets$4,089,289
Liabilities$1,746,726
Net Assets$2,342,563

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $930,1872011Revenue 2012: $903,427Expenses 2012: $951,464Net Income 2012: -$48,0372012Expenses 2013: $934,5152013Revenue 2014: $875,701Expenses 2014: $915,731Net Income 2014: -$40,0302014Revenue 2015: $990,714Expenses 2015: $1,096,078Net Income 2015: -$105,3642015Revenue 2016: $1,331,560Expenses 2016: $1,303,537Net Income 2016: $28,0232016Revenue 2017: $1,284,447Expenses 2017: $1,264,650Net Income 2017: $19,7972017Revenue 2018: $1,663,412Expenses 2018: $1,230,533Net Income 2018: $432,8792018Revenue 2019: $2,306,037Expenses 2019: $1,300,645Net Income 2019: $1,005,3922019Revenue 2020: $1,569,723Expenses 2020: $1,231,444Net Income 2020: $338,2792020Revenue 2021: $1,631,434Expenses 2021: $982,553Net Income 2021: $648,8812021Revenue 2022: $2,510,889Expenses 2022: $1,303,218Net Income 2022: $1,207,6712022Revenue 2023: $1,819,548Expenses 2023: $1,648,720Net Income 2023: $170,8282023Revenue 2024: $1,816,095Expenses 2024: $1,728,699Net Income 2024: $87,3962024Revenue 2025: $1,875,463Expenses 2025: $1,894,593Net Income 2025: -$19,1302025

Highlighted filing

2014

Revenue$875,701
Expenses$915,731
Net Income-$40,030
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$1,105,381
Mission and Program Overview

Mission

Improve welfare and working conditions of members. Organize workers for economic, moral and social advancement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,821,821$2,729,802▼ $92,019
Rtn Earn Endowment Incm Other Fnds$2,349,347$2,342,563▼ $6,784
Cash and Non-Interest-Bearing Accounts$677,494$673,724▼ $3,770
Investments in Publicly Traded Securities$243,890$275,242▲ $31,352
Savings and Temporary Cash Investments$259,733$260,121▲ $388
Investments Other Securities$145,200$150,400▲ $5,200
Total Assets$4,148,138$4,089,289▼ $58,849
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,792,953$1,744,969▼ $47,984
Other Liabilities$5,838$1,757▼ $4,081
Total Liabilities$1,798,791$1,746,726▼ $52,065
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,349,347$2,342,563▼ $6,784
Total Liabilities and Net Assets / Fund Balance$4,148,138$4,089,289▼ $58,849

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,427,464$679,109$3,106,573
Land$262,260-$262,260
Equipment$40,078$133,693$173,771
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michael J LeongFinancial SePT$7,139$7,139
Corey StrackRecording Se-$3,926$3,926
Janet M StaplesTrustee-$2,729$2,729
Richard a PiresTreasurer-$2,162$2,162
Alex L KothnyTrustee-$2,066$2,066
Matthew L Kelly IiiPresident-$1,925$1,925
Michael F LeongWarden-$1,574$1,574
Alfred BironWarden-$1,499$1,499
Timothy D LittonConductor-$1,415$1,415
Noah TeegardenVice Preside-$1,335$1,335
Bill T EdwardsTrustee-$315$315
Larry R ChambersTrustee-$99$99
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,000,516
Investment Income
$3,693
Other Revenue
$-128,508
Change in Net Assets
$-40,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$606,373
Salaries, Compensation, and Employee Benefits$303,663
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$412,072
Other Salaries and Wages---$214,657
Office Expenses---$64,481
Occupancy---$37,868
Other Employee Benefits---$27,063
Current Officers, Directors, Trustees, and Key Employees---$26,184
Payroll Taxes---$25,169
Conferences and Meetings---$16,672
Depreciation Depletion---$15,332
Fees for Services Accounting---$14,910
Pension Plan Contributions---$10,590
Benefits to Members---$5,695
Insurance---$5,051
Fees for Services Legal---$1,719
Other Expenses---$1,714
All Other Expenses---$804
Advertising---$575
Total Functional Expenses$0$0$0$915,731
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$1,757
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The local has the following categories of membership: 1. Journeymen - members working in the trade paying full dues 2. Apprentices - members learning the skills of the trade paying full dues 3. Non-working - members who are disabled to work paying reduced dues or called for military service paying no dues 4. Retired - members who have retired from the trade paying reduced dues 5. Honorary - members who have retired from the trade with over 50 years of membership paying no dues

Form 990, Page 6, Part VI, Line 7A

Members that have rights to elect members of a governing body: a member in "good standing" that has been a member of the local at least 12 consecuti ve months has the right to nominate and vote for the officers of the local union every three years. In order to be in "good standing", members must not be more than 2 months in arrears in the payment of dues.

Form 990, Page 6, Part VI, Line 7B

Members in good standing have the right to vote, at the monthly meetings ( general membership), in regards to the following recommendations made by t he executive board: contributions, conferences and training to be attended by officers, or non-contracted expenses. Members are entitled to question any expense read during the general membership meetings and therefore the expenses could be denied or approved

Form 990, Page 6, Part VI, Line 11B

Filed form is made available to all members of governing board for their review.

Form 990, Page 6, Part VI, Line 15B

The salary and compensation paid to all officers is documented and approve d during the membership meetings.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
94-3381469
Phone
9166147901

Signing Officer

Name
Michael J Leong
Title
Financial Secretary
Phone
9166147901
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew L Kelly Iii
Voting Board Members
10
Independent Board Members
0
Employees
25

Preparer

Preparer
Chuck H Ha
Phone
5106320340
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Provided dispatch services, assisted members with employment related disputes, represented members in contract negotiations, assisted members in advancement of their skills in the trade.

Financial Statement Notes

Schedule D, Page 3, Part X

The local union believes that it has appropriate support for all tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.

Raw XML Appendix372 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/OtherSalariesAndWagesGrp/TotalAmt0214657
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0412072
IRS990/PayrollTaxesGrp/TotalAmt025169
IRS990/PensionPlanContributionsGrp/TotalAmt010590
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MATTHEW L KELLY III
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01000516
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01000516
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDED DISPATCH SERVICES, ASSISTED MEMBERS WITH EMPLOYMENT RELATED DISPUTES, REPRESENTED MEMBERS IN CONTRACT NEGOTIATIONS, ASSISTED MEMBERS IN ADVANCEMENT OF THEIR SKILLS IN THE TRADE.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt07641
IRS990/PYInvestmentIncomeAmt07551
IRS990/PYOtherExpensesAmt0642328
IRS990/PYOtherRevenueAmt0-87772
IRS990/PYProgramServiceRevenueAmt0954221
IRS990/PYRevenuesLessExpensesAmt0-60515
IRS990/PYSalariesCompEmpBnftPaidAmt0284546
IRS990/PYTotalExpensesAmt0934515
IRS990/PYTotalRevenueAmt0874000
IRS990/ReconcilationRevenueExpnssAmt0-40030
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-156883
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02349347
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02342563
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0259733
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0260121
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02427464
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0679109
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03106573
IRS990ScheduleD/EquipmentGrp/BookValueAmt040078
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0133693
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0173771
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0262260
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0262260
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01757
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE LOCAL UNION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ALL TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02729802
IRS990ScheduleD/TotalLiabilityAmt01757
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDED DISPATCH SERVICES, ASSISTED MEMBERS WITH EMPLOYMENT RELATED DISPUTES, REPRESENTED MEMBERS IN CONTRACT NEGOTIATIONS, ASSISTED MEMBERS IN ADVANCEMENT OF THEIR SKILLS IN THE TRADE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE LOCAL HAS THE FOLLOWING CATEGORIES OF MEMBERSHIP: 1. JOURNEYMEN - MEMBERS WORKING IN THE TRADE PAYING FULL DUES 2. APPRENTICES - MEMBERS LEARNING THE SKILLS OF THE TRADE PAYING FULL DUES 3. NON-WORKING - MEMBERS WHO ARE DISABLED TO WORK PAYING REDUCED DUES OR CALLED FOR MILITARY SERVICE PAYING NO DUES 4. RETIRED - MEMBERS WHO HAVE RETIRED FROM THE TRADE PAYING REDUCED DUES 5. HONORARY - MEMBERS WHO HAVE RETIRED FROM THE TRADE WITH OVER 50 YEARS OF MEMBERSHIP PAYING NO DUES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS THAT HAVE RIGHTS TO ELECT MEMBERS OF A GOVERNING BODY: A MEMBER IN "GOOD STANDING" THAT HAS BEEN A MEMBER OF THE LOCAL AT LEAST 12 CONSECUTI VE MONTHS HAS THE RIGHT TO NOMINATE AND VOTE FOR THE OFFICERS OF THE LOCAL UNION EVERY THREE YEARS. IN ORDER TO BE IN "GOOD STANDING", MEMBERS MUST NOT BE MORE THAN 2 MONTHS IN ARREARS IN THE PAYMENT OF DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS IN GOOD STANDING HAVE THE RIGHT TO VOTE, AT THE MONTHLY MEETINGS ( GENERAL MEMBERSHIP), IN REGARDS TO THE FOLLOWING RECOMMENDATIONS MADE BY T HE EXECUTIVE BOARD: CONTRIBUTIONS, CONFERENCES AND TRAINING TO BE ATTENDED BY OFFICERS, OR NON-CONTRACTED EXPENSES. MEMBERS ARE ENTITLED TO QUESTION ANY EXPENSE READ DURING THE GENERAL MEMBERSHIP MEETINGS AND THEREFORE THE EXPENSES COULD BE DENIED OR APPROVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FILED FORM IS MADE AVAILABLE TO ALL MEMBERS OF GOVERNING BOARD FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE SALARY AND COMPENSATION PAID TO ALL OFFICERS IS DOCUMENTED AND APPROVE D DURING THE MEMBERSHIP MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04148138
IRS990/TotalAssetsEOYAmt04089289
IRS990/TotalAssetsGrp/BOYAmt04148138
IRS990/TotalAssetsGrp/EOYAmt04089289
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt025
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0915731
IRS990/TotalGrossUBIAmt0-156883
IRS990/TotalLiabilitiesBOYAmt01798791
IRS990/TotalLiabilitiesEOYAmt01746726
IRS990/TotalLiabilitiesGrp/BOYAmt01798791
IRS990/TotalLiabilitiesGrp/EOYAmt01746726
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02349347
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02342563
IRS990/TotalProgramServiceRevenueAmt01000516
IRS990/TotalReportableCompFromOrgAmt026184
IRS990/TotalRevenueGrp/ExclusionAmt03693
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01028891
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0875701
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-156883
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04148138
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04089289
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine104421 PELL DRIVE
IRS990/USAddress/City0SACRAMENTO
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode095838
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J LEONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09166147901
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10CARPENTERS LOCAL NO 46 OF UBC &
ReturnHeader/Filer/BusinessName/BusinessNameLine20JOINERS OF AMERICA
ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0943381469
ReturnHeader/Filer/PhoneNum09166147901
ReturnHeader/Filer/USAddress/AddressLine104421 PELL DRIVE
ReturnHeader/Filer/USAddress/City0SACRAMENTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095838
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942607219
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10J H LEE ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10333 HEGENBERGER RD 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094621
ReturnHeader/PreparerPersonGrp/PhoneNum05106320340
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHUCK H HA
ReturnHeader/ReturnTs02014-11-13T11:41:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.08$0.72$6.35$1.88$1.89$0.02
2024Detailed filing. Detailed filing data is available for this year.$7.02$0.81$6.21$1.82$1.73$0.09
2023Detailed filing. Detailed filing data is available for this year.$6.89$0.90$5.99$1.82$1.65$0.17
2022Detailed filing. Detailed filing data is available for this year.$7.09$1.27$5.82$2.51$1.30$1.21
2021Detailed filing. Detailed filing data is available for this year.$6.14$1.34$4.80$1.63$0.98$0.65
2020Detailed filing. Detailed filing data is available for this year.$5.49$1.41$4.08$1.57$1.23$0.34
2019Detailed filing. Detailed filing data is available for this year.$5.29$1.47$3.82$2.31$1.30$1.01
2018Detailed filing. Detailed filing data is available for this year.$4.34$1.53$2.81$1.66$1.23$0.43
2017Detailed filing. Detailed filing data is available for this year.$3.90$1.59$2.30$1.28$1.26$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.88$1.64$2.24$1.33$1.30$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.91$1.69$2.22$0.99$1.10$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.09$1.75$2.34$0.88$0.92$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$1.80$2.35$0.93
2012Summary only. Only limited summary data is available for this year.$4.24$1.85$2.39$0.90$0.95$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$1.88$2.44$0.93