Civic Intelligence

Pine Valley Mutual Water Company

990 • Fiscal year 2018 • EIN 95-1109600

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 25, 2019

Organization ProfileN/A
PO Box 148Pine Valley, CA 91962

(619) 473-8750

Siviq Scores

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

Liabilities / Assets

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

2018 filings • 501(c)12 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

9th percentile

0.02x

Higher debt load relative to revenue than 9% of similar nonprofits.

2018 filings • 501(c)12 • $1M-$5M nonprofits • Source year 2018

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2018 filings • 501(c)12 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$64,811

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2018 filings • 501(c)12 • $1M-$5M nonprofits • Source year 2018

Asset Growth

68th percentile

3.0%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)12 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-5.5%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)12 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$1,599,871

Up $46,507 (+3.0%) from 2017

Net Assets

Up

$1,590,740

Up $59,703 (+3.9%) from 2017

Liabilities

Down

$9,131

Down $13,196 (-59%) from 2017

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin63rd percentile

Revenue

Down

$541,535

Down $31,450 (-5.5%) from 2017

Expenses

Up

$481,832

Up $31,334 (+7.0%) from 2017

Net Income

Down

$59,703

Down $62,784 (-51%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,330,694Liabilities 2011: $26,906Net Assets 2011: $1,303,7882011Assets 2012: $1,305,720Liabilities 2012: $25,549Net Assets 2012: $1,280,1712012Assets 2013: $1,344,197Liabilities 2013: $22,557Net Assets 2013: $1,321,6402013Assets 2014: $1,387,830Liabilities 2014: $21,116Net Assets 2014: $1,366,7142014Assets 2015: $1,436,870Liabilities 2015: $98,253Net Assets 2015: $1,338,6172015Assets 2016: $1,425,087Liabilities 2016: $16,537Net Assets 2016: $1,408,5502016Assets 2017: $1,553,364Liabilities 2017: $22,327Net Assets 2017: $1,531,0372017Assets 2018: $1,599,871Liabilities 2018: $9,131Net Assets 2018: $1,590,7402018Assets 2018: $1,599,871Liabilities 2018: $9,131Net Assets 2018: $1,590,7402018Assets 2019: $1,648,588Liabilities 2019: $7,518Net Assets 2019: $1,641,0702019Assets 2020: $1,788,419Liabilities 2020: $23,296Net Assets 2020: $1,765,1232020Assets 2021: $1,821,143Liabilities 2021: $5,092Net Assets 2021: $1,816,0512021Assets 2022: $1,679,864Liabilities 2022: $83,699Net Assets 2022: $1,596,1652022Assets 2023: $1,645,718Liabilities 2023: $45,829Net Assets 2023: $1,599,8892023

Highlighted filing

2018

Assets$1,599,871
Liabilities$9,131
Net Assets$1,590,740
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $439,057Expenses 2011: $502,335Net Income 2011: -$63,2782011Revenue 2012: $486,848Expenses 2012: $510,465Net Income 2012: -$23,6172012Revenue 2013: $534,049Expenses 2013: $492,580Net Income 2013: $41,4692013Revenue 2014: $546,133Expenses 2014: $501,059Net Income 2014: $45,0742014Revenue 2015: $481,553Expenses 2015: $509,650Net Income 2015: -$28,0972015Revenue 2016: $623,583Expenses 2016: $553,650Net Income 2016: $69,9332016Revenue 2017: $572,985Expenses 2017: $450,498Net Income 2017: $122,4872017Revenue 2018: $541,535Expenses 2018: $481,832Net Income 2018: $59,7032018Revenue 2018: $541,535Expenses 2018: $481,832Net Income 2018: $59,7032018Revenue 2019: $511,223Expenses 2019: $460,893Net Income 2019: $50,3302019Revenue 2020: $568,179Expenses 2020: $444,126Net Income 2020: $124,0532020Revenue 2021: $573,268Expenses 2021: $522,340Net Income 2021: $50,9282021Revenue 2022: $546,866Expenses 2022: $766,752Net Income 2022: -$219,8862022Revenue 2023: $505,647Expenses 2023: $666,988Net Income 2023: -$161,3412023

Highlighted filing

2018

Revenue$541,535
Expenses$481,832
Net Income$59,703
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 25, 2019
Return Version
2018v3.1
Gross Receipts
$541,535
Mission and Program Overview

Mission

The company's mission is to supply and charge water sales and irrigation services to its shareholders/community members for residential and business use.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,531,037$1,590,740▲ $59,703
Savings and Temporary Cash Investments$614,984$716,240▲ $101,256
Land, Buildings, and Equipment, Net$739,063$684,455▼ $54,608
Accounts Receivable$83,847$79,595▼ $4,252
Inventories for Sale or Use$32,789$33,217▲ $428
Prepaid Expenses and Deferred Charges$2,681$6,364▲ $3,683
Cash and Non-Interest-Bearing Accounts-$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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$1,553,364$1,599,871▲ $46,507
Other Assets Total$80,000$80,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$22,327$9,131▼ $13,196
Total Liabilities$22,327$9,131▼ $13,196
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,531,037$1,590,740▲ $59,703
Total Liabilities and Net Assets / Fund Balance$1,553,364$1,599,871▲ $46,507

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$193,102$1,361,737$1,554,839
Equipment$58,365$526,670$585,035
Land$256,360-$256,360
Buildings$78,159$158,026$236,185
Other Land Buildings$98,469-$98,469
Other Assets Org$80,000--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Trevor BrownGeneral ManagerFT$64,811$64,811

Board Members and Trustees

NameTitle
Ronald CuevasPresident
Ronald HobsonVice President
Katherine CarrDirector
Robert NovakSecretary
James CookTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$520,395
Investment Income
$1,234
Other Revenue
$19,906
Change in Net Assets
$59,703

Audited Revenue Reconciliation

Revenue per Audited Statements
$541,535
Total Revenue per Audited Statements
$541,535
Total Revenue per Form 990
$541,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$310,260
Salaries, Compensation, and Employee Benefits$171,572
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$74,994$10,226-$85,220
Current Officers, Directors, Trustees, and Key Employees$57,034$7,777-$64,811
Depreciation Depletion$48,055$6,553-$54,608
All Other Expenses$33,559$4,576-$38,135
Insurance$32,038$4,369-$36,407
Payroll Taxes$10,623$1,449-$12,072
Office Expenses$9,297$1,268-$10,565
Pension Plan Contributions$8,333$1,136-$9,469
Other Expenses$7,948$1,084-$9,032
Fees for Services Accounting$5,474$746-$6,220
Travel$1,523$208-$1,731
Total Functional Expenses$424,012$57,820$0$481,832

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$481,832
Total Expenses per Audited Statements$481,832
Total Expenses per Form 990$481,832
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-
Governance and Compliance

Governance Checklist

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

“Water customers that receive water and irrigation services on a bi-monthly basis”

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

“Tax return is prepared by an independent cpa firm utilizing audited financial information and is reviewed by the general manager and board president prior to filing. In addition, other members of the governing board review the tax return at the monthly board meeting prior to filing.”

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

“Policy is reviewed annually by the governing board and all new board members and employees hired are evaluated to determine if any conflict of interest exists.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The general manager is a key employee and an annual review of compensation is conducted by the governing board to determine if there is to be any changes to the general manager's compensation. In addition, the governing board completes an annual review of all other salaries and makes a determination if a cost of living increase is warranted based on the consumer price index.”

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

“Independent annual audit report is available to all shareholdrs and members. In addition, all governing documents and financial statements are open to shareholders and members at the office site.”

Filing and Contact Details

Filer

Filer Name
Pine Valley Mutual Water Co
EIN
95-1109600
Phone
6194738750
Address
PO BOX 148, PINE VALLEY, CA 91962

Signing Officer

Name
Trevor Brown
Title
Controller
Signed
2019-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Trevor Brown
Formed
1923
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
5

Preparer

Firm
Wilkinson Hadley King Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
P Robert Wilkinson
Phone
6194476700
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03106
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt210500
IRS990/OtherRevenueTotalAmt019906
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010226
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt074994
IRS990/OtherSalariesAndWagesGrp/TotalAmt085220
IRS990/OtherSourcesGrossIncomeAmt07640
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01449
IRS990/PayrollTaxesGrp/ProgramServicesAmt010623
IRS990/PayrollTaxesGrp/TotalAmt012072
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01136
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08333
IRS990/PensionPlanContributionsGrp/TotalAmt09469
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02681
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06364
IRS990/PrincipalOfficerNm0TREVOR BROWN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0WATER SALES/CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0520395
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0520395
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt02967
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0284530
IRS990/PYOtherRevenueAmt017139
IRS990/PYProgramServiceRevenueAmt0552879
IRS990/PYRevenuesLessExpensesAmt0122487
IRS990/PYSalariesCompEmpBnftPaidAmt0165968
IRS990/PYTotalExpensesAmt0450498
IRS990/PYTotalRevenueAmt0572985
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt059703
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0541535
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01531037
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01590740
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0614984
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0716240
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt078159
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0158026
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0236185
IRS990ScheduleD/EquipmentGrp/BookValueAmt058365
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0526670
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0585035
IRS990ScheduleD/ExpensesSubtotalAmt0481832
IRS990ScheduleD/LandGrp/BookValueAmt0256360
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0256360
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0193102
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01361737
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01554839
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt080000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESTRICTED CASH
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt098469
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt098469
IRS990ScheduleD/RevenueSubtotalAmt0541535
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0684455
IRS990ScheduleD/TotalBookValueOtherAssetsAmt080000
IRS990ScheduleD/TotalExpensesPerForm990Amt0481832
IRS990ScheduleD/TotalRevenuePerForm990Amt0541535
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0541535
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0481832
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WATER CUSTOMERS THAT RECEIVE WATER AND IRRIGATION SERVICES ON A BI-MONTHLY BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN IS PREPARED BY AN INDEPENDENT CPA FIRM UTILIZING AUDITED FINANCIAL INFORMATION AND IS REVIEWED BY THE GENERAL MANAGER AND BOARD PRESIDENT PRIOR TO FILING. IN ADDITION, OTHER MEMBERS OF THE GOVERNING BOARD REVIEW THE TAX RETURN AT THE MONTHLY BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLICY IS REVIEWED ANNUALLY BY THE GOVERNING BOARD AND ALL NEW BOARD MEMBERS AND EMPLOYEES HIRED ARE EVALUATED TO DETERMINE IF ANY CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GENERAL MANAGER IS A KEY EMPLOYEE AND AN ANNUAL REVIEW OF COMPENSATION IS CONDUCTED BY THE GOVERNING BOARD TO DETERMINE IF THERE IS TO BE ANY CHANGES TO THE GENERAL MANAGER'S COMPENSATION. IN ADDITION, THE GOVERNING BOARD COMPLETES AN ANNUAL REVIEW OF ALL OTHER SALARIES AND MAKES A DETERMINATION IF A COST OF LIVING INCREASE IS WARRANTED BASED ON THE CONSUMER PRICE INDEX.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INDEPENDENT ANNUAL AUDIT REPORT IS AVAILABLE TO ALL SHAREHOLDRS AND MEMBERS. IN ADDITION, ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE OPEN TO SHAREHOLDERS AND MEMBERS AT THE OFFICE SITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01553364
IRS990/TotalAssetsEOYAmt01599871
IRS990/TotalAssetsGrp/BOYAmt01553364
IRS990/TotalAssetsGrp/EOYAmt01599871
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057820
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0424012
IRS990/TotalFunctionalExpensesGrp/TotalAmt0481832
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022327
IRS990/TotalLiabilitiesEOYAmt09131
IRS990/TotalLiabilitiesGrp/BOYAmt022327
IRS990/TotalLiabilitiesGrp/EOYAmt09131
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01531037
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01590740
IRS990/TotalProgramServiceExpensesAmt0481832
IRS990/TotalProgramServiceRevenueAmt0520395
IRS990/TotalReportableCompFromOrgAmt064811
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0541535
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0541535
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01553364
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01599871
IRS990/TravelGrp/ManagementAndGeneralAmt0208
IRS990/TravelGrp/ProgramServicesAmt01523
IRS990/TravelGrp/TotalAmt01731
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TREVOR BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Controller
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PINE VALLEY MUTUAL WATER CO
ReturnHeader/Filer/BusinessNameControlTxt0PINE
ReturnHeader/Filer/EIN0951109600
ReturnHeader/Filer/PhoneNum06194738750
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 148
ReturnHeader/Filer/USAddress/CityNm0PINE VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091962
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522354566
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wilkinson Hadley King Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0218 W Douglas Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092020
ReturnHeader/PreparerPersonGrp/PhoneNum06194476700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0P ROBERT WILKINSON
ReturnHeader/ReturnTs02019-03-29T08:34:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31

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
$1,599,871
Liabilities
$9,131
Net assets
$1,590,740
Revenue
$541,535
Expenses
$481,832
Net income
$59,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.65$0.05$1.60$0.51$0.67$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.08$1.60$0.55$0.77$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.01$1.82$0.57$0.52$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.02$1.77$0.57$0.44$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.01$1.64$0.51$0.46$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.01$1.59$0.54$0.48$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.59$0.54$0.48$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.02$1.53$0.57$0.45$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.02$1.41$0.62$0.55$0.07
2015Summary only. Only limited summary data is available for this year.$1.44$0.10$1.34$0.48$0.51$0.03
2014Summary only. Only limited summary data is available for this year.$1.39$0.02$1.37$0.55$0.50$0.05
2013Summary only. Only limited summary data is available for this year.$1.34$0.02$1.32$0.53$0.49$0.04
2012Summary only. Only limited summary data is available for this year.$1.31$0.03$1.28$0.49$0.51$0.02
2011Summary only. Only limited summary data is available for this year.$1.33$0.03$1.30$0.44$0.50$0.06