Civic Intelligence

Benevolent and Protective Order of Elks San Bernardino Lodge No 836

990 • Fiscal year 2020 • EIN 95-0541070

Apr 01, 2019 to Mar 31, 2020 • Filed on Sep 07, 2020

PO Box 30836San Bernardino, CA 92413-0836

(909) 882-3711

Siviq Scores

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

Liabilities / Assets

96th percentile

0.60x

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

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.45x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Net Margin

69th percentile

8.2%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

78th percentile

$6,529

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Asset Growth

2nd percentile

-31%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Flat

$157,901

Flat from 2020

Net Assets

Flat

$63,825

Flat from 2020

Liabilities

Flat

$94,076

Flat from 2020

Revenue

Flat

$211,406

Flat from 2020

Expenses

Flat

$194,090

Flat from 2020

Net Income

Flat

$17,316

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2012: $147,731Liabilities 2012: $37,752Net Assets 2012: $109,9792012Assets 2013: $184,739Liabilities 2013: $129,478Net Assets 2013: $55,2612013Assets 2014: $235,870Liabilities 2014: $104,216Net Assets 2014: $131,6542014Assets 2015: $283,767Liabilities 2015: $154,023Net Assets 2015: $129,7442015Assets 2016: $251,283Liabilities 2016: $105,246Net Assets 2016: $146,0372016Assets 2017: $208,674Liabilities 2017: $168,193Net Assets 2017: $40,4812017Assets 2018: $253,873Liabilities 2018: $194,868Net Assets 2018: $59,0052018Assets 2019: $228,235Liabilities 2019: $176,113Net Assets 2019: $52,1222019Assets 2020: $157,901Liabilities 2020: $94,076Net Assets 2020: $63,8252020Assets 2020: $157,901Liabilities 2020: $94,076Net Assets 2020: $63,8252020Assets 2021: $214,176Liabilities 2021: $175,046Net Assets 2021: $39,1302021Assets 2022: $309,425Liabilities 2022: $194,841Net Assets 2022: $114,5842022Assets 2023: $228,665Liabilities 2023: $210,943Net Assets 2023: $17,7222023Assets 2024: $289,304Liabilities 2024: $262,044Net Assets 2024: $27,2602024Assets 2025: $200,287Liabilities 2025: $289,384Net Assets 2025: -$89,0972025

Highlighted filing

2020

Assets$157,901
Liabilities$94,076
Net Assets$63,825

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $483,238Expenses 2012: $427,413Net Income 2012: $55,8252012Revenue 2013: $587,558Expenses 2013: $565,050Net Income 2013: $22,5082013Revenue 2014: $654,227Expenses 2014: $623,555Net Income 2014: $30,6722014Revenue 2015: $687,265Expenses 2015: $689,175Net Income 2015: -$1,9102015Revenue 2016: $702,560Expenses 2016: $686,267Net Income 2016: $16,2932016Revenue 2017: $571,981Expenses 2017: $600,561Net Income 2017: -$28,5802017Revenue 2018: $424,239Expenses 2018: $392,071Net Income 2018: $32,1682018Revenue 2019: $309,099Expenses 2019: $320,343Net Income 2019: -$11,2442019Revenue 2020: $211,406Expenses 2020: $194,090Net Income 2020: $17,3162020Revenue 2020: $211,406Expenses 2020: $194,090Net Income 2020: $17,3162020Revenue 2021: $56,340Expenses 2021: $193,749Net Income 2021: -$137,4092021Revenue 2022: $259,093Expenses 2022: $223,578Net Income 2022: $35,5152022Revenue 2023: $146,305Expenses 2023: $214,590Net Income 2023: -$68,2852023Revenue 2024: $275,880Expenses 2024: $282,707Net Income 2024: -$6,8272024Revenue 2025: $250,277Expenses 2025: $373,119Net Income 2025: -$122,8422025

Highlighted filing

2020

Revenue$211,406
Expenses$194,090
Net Income$17,316
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Sep 7, 2020
Return Version
2019v5.0
Gross Receipts
$544,790
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$206,702$110,965▼ $95,737
Rtn Earn Endowment Incm Other Fnds$52,122$63,825▲ $11,703
Prepaid Expenses and Deferred Charges$8,824$31,458▲ $22,634
Inventories for Sale or Use$12,709$15,478▲ $2,769
Total Assets$228,235$157,901▼ $70,334
Liabilities
Other Liabilities$139,206$62,591▼ $76,615
Accounts Payable and Accrued Expenses$16,082$19,085▲ $3,003
Deferred Revenue$20,825$12,400▼ $8,425
Total Liabilities$176,113$94,076▼ $82,037
Net Assets / Fund Balance
Total Net Assets Fund Balance$52,122$63,825▲ $11,703
Total Liabilities and Net Assets / Fund Balance$228,235$157,901▼ $70,334

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$336,449$336,449
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rudy VargasSecretaryPT$6,529$6,529
Beth AlexanderTreasurerPT$2,188$2,188

Board Members and Trustees

NameTitle
Ken GunnTrustee
Kurt MeyerTrustee
Mary VargasTrustee
Richard RiosTrustee
Ron BurrisTrustee
Hal HivelyExalted Rule
Angie HivelyLeading Knig
Renato CervantesLecturing Kn
Paul OhlmsLoyal Knight
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$47,485
Investment Income
$2,688
Other Revenue
$161,233
Change in Net Assets
$17,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,645
Salaries, Compensation, and Employee Benefits$55,445
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$43,868--$43,868
All Other Expenses$32,294--$32,294
Occupancy$19,259--$19,259
Current Officers, Directors, Trustees, and Key Employees$8,717--$8,717
Office Expenses$7,926--$7,926
Other Expenses$3,520--$3,520
Conferences and Meetings$3,367--$3,367
Fees for Services Accounting$3,330--$3,330
Payroll Taxes$2,860--$2,860
Insurance$2,132--$2,132
Total Functional Expenses$194,090$0$0$194,090
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
Restricted Funds/deferred Income$62,591
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
Yes
Management duties delegated
No

Governance Explanations

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

All management practices and governance are contained in the benevolent and protective order of elks annotated statutes and local lodge by-laws administered by lodge officers subject to approval of lodge members.

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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

As outlined in the benevolent and protective order of elks grand lodge statutes and local lodge by-laws and house rules monitored by local lodge officers.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Benevolent and Protective Order of
EIN
95-0541070
Phone
9098823711
Address
PO BOX 30836, SAN BERNARDINO, CA 92413-0836

Signing Officer

Name
Rudy Vargas
Title
Secretary
Phone
9098823711
Signed
2020-09-07

Organization Details

Principal Officer
Rudy Vargas
Formed
1903
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
33
Volunteers
10

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 - ORGANIZATION'S MISSION

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, Page 2, Part III, Line 4D

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

Form 990, Part IX, Line 24E

Charity 3,139 0 0 bank charges 2,834 0 0 officers exp 2,606 0 0 insurance 2,604 0 0 telephone 2,170 0 0 misc club exp 2,149 0 0 insurance 1,963 0 0 misc club exp 1,620 0 0 alarm service 1,425 0 0 outside services 1,181 0 0 repair & maintenance 1,042 0 0 per capita 1,024 0 0 outside services 890 0 0 bar supplies 810 0 0 repair & maintenance 786 0 0 janitorial 758 0 0 advertising 746 0 0 supplies 739 0 0 credit card 737 0 0 licenses 643 0 0 bar supplies 611 0 0 janitorial 571 0 0 advertising 562 0 0 credit card 556 0 0 licenses 485 0 0 laundry 265 0 0 accounting 90 0 0 accounting 68 0 0 laundry 43 0 0 cash over short -823 0 0 total 32,294 0 0

Raw XML Appendix375 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/OtherRevenueMiscGrp/Desc2CONTRIBUTIONS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt050079
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14779
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21562
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt050079
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14779
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21562
IRS990/OtherRevenueTotalAmt057822
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt043868
IRS990/OtherSalariesAndWagesGrp/TotalAmt043868
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt02860
IRS990/PayrollTaxesGrp/TotalAmt02860
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08824
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031458
IRS990/PrincipalOfficerNm0RUDY VARGAS
IRS990/PriorPeriodAdjustmentsAmt0-5613
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DUES
IRS990/ProgramServiceRevenueGrp/Desc1FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt045453
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12032
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt045453
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12032
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt04798
IRS990/PYOtherExpensesAmt0162397
IRS990/PYOtherRevenueAmt0132471
IRS990/PYProgramServiceRevenueAmt040848
IRS990/PYRevenuesLessExpensesAmt0-11244
IRS990/PYSalariesCompEmpBnftPaidAmt026964
IRS990/PYTotalExpensesAmt0189361
IRS990/PYTotalRevenueAmt0178117
IRS990/ReconcilationRevenueExpnssAmt017316
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-15108
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt052122
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt063825
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0336449
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0336449
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt062591
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESTRICTED FUNDS/DEFERRED INCOME
IRS990ScheduleD/TotalLiabilityAmt062591
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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/ExplanationTxt1OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MANAGEMENT PRACTICES AND GOVERNANCE ARE CONTAINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS ADMINISTERED BY LODGE OFFICERS SUBJECT TO APPROVAL OF LODGE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS OUTLINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS GRAND LODGE STATUTES AND LOCAL LODGE BY-LAWS AND HOUSE RULES MONITORED BY LOCAL LODGE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHARITY 3,139 0 0 BANK CHARGES 2,834 0 0 OFFICERS EXP 2,606 0 0 INSURANCE 2,604 0 0 TELEPHONE 2,170 0 0 MISC CLUB EXP 2,149 0 0 INSURANCE 1,963 0 0 MISC CLUB EXP 1,620 0 0 ALARM SERVICE 1,425 0 0 OUTSIDE SERVICES 1,181 0 0 REPAIR & MAINTENANCE 1,042 0 0 PER CAPITA 1,024 0 0 OUTSIDE SERVICES 890 0 0 BAR SUPPLIES 810 0 0 REPAIR & MAINTENANCE 786 0 0 JANITORIAL 758 0 0 ADVERTISING 746 0 0 SUPPLIES 739 0 0 CREDIT CARD 737 0 0 LICENSES 643 0 0 BAR SUPPLIES 611 0 0 JANITORIAL 571 0 0 ADVERTISING 562 0 0 CREDIT CARD 556 0 0 LICENSES 485 0 0 LAUNDRY 265 0 0 ACCOUNTING 90 0 0 ACCOUNTING 68 0 0 LAUNDRY 43 0 0 CASH OVER SHORT -823 0 0 TOTAL 32,294 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0228235
IRS990/TotalAssetsEOYAmt0157901
IRS990/TotalAssetsGrp/BOYAmt0228235
IRS990/TotalAssetsGrp/EOYAmt0157901
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt033
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0194090
IRS990/TotalFunctionalExpensesGrp/TotalAmt0194090
IRS990/TotalGrossUBIAmt031051
IRS990/TotalLiabilitiesBOYAmt0176113
IRS990/TotalLiabilitiesEOYAmt094076
IRS990/TotalLiabilitiesGrp/BOYAmt0176113
IRS990/TotalLiabilitiesGrp/EOYAmt094076
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt052122
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt063825
IRS990/TotalProgramServiceRevenueAmt047485
IRS990/TotalReportableCompFromOrgAmt08717
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0180355
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211406
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt031051
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0228235
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0157901
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt0PO BOX 30836
IRS990/USAddress/CityNm0SAN BERNARDINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092413
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RUDY VARGAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09098823711
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT AND PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS SAN BERNARDINO LODGE NO 836
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0950541070
ReturnHeader/Filer/PhoneNum09098823711
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 30836
ReturnHeader/Filer/USAddress/CityNm0SAN BERNARDINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0924130836
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06950DF083C6A52EC8B42CF2CBB705AE641064BC2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08649C8B3BEE50E9A350E5C006663E6B895075A93
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.33.88.214
ReturnHeader/FilingSecurityInformation/IPDt02020-09-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:22:49
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/PreparationDt02020-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A HOLT EA
ReturnHeader/ReturnTs02020-09-21T15:22:49-05:00
ReturnHeader/ReturnTypeCd0990
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.$2.00$2.89$0.89$2.50$3.73$1.23
2024Summary only. Only limited summary data is available for this year.$2.89$2.62$0.27$2.76$2.83$0.07
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$2.11$0.18$1.46$2.15$0.68
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$1.95$1.15$2.59$2.24$0.36
2021Summary only. Only limited summary data is available for this year.$2.14$1.75$0.39$0.56$1.94$1.37
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.94$0.64$2.11$1.94$0.17
2020Summary only. Only limited summary data is available for this year.$1.58$0.94$0.64$2.11$1.94$0.17
2019Summary only. Only limited summary data is available for this year.$2.28$1.76$0.52$3.09$3.20$0.11
2018Summary only. Only limited summary data is available for this year.$2.54$1.95$0.59$4.24$3.92$0.32
2017Summary only. Only limited summary data is available for this year.$2.09$1.68$0.40$5.72$6.01$0.29
2016Summary only. Only limited summary data is available for this year.$2.51$1.05$1.46$7.03$6.86$0.16
2015Summary only. Only limited summary data is available for this year.$2.84$1.54$1.30$6.87$6.89$0.02
2014Summary only. Only limited summary data is available for this year.$2.36$1.04$1.32$6.54$6.24$0.31
2013Summary only. Only limited summary data is available for this year.$1.85$1.29$0.55$5.88$5.65$0.23
2012Summary only. Only limited summary data is available for this year.$1.48$0.38$1.10$4.83$4.27$0.56