Civic Intelligence

Amalgamated Transit Union Local 1309 AFL-CIO

990 • Fiscal year 2015 • EIN 95-1185013

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

Organization ProfileWWW.ATULOCAL1309.ORG
7840 Lester AvenueLemon Grove, CA 91945

(619) 563-1309

Siviq Scores

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

Liabilities / Assets

85th percentile

0.21x

Higher debt load relative to assets than 85% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.21x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Net Margin

43rd percentile

2.7%

Higher net margin than 43% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

46th percentile

2.1%

Faster asset growth than 46% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

78th percentile

12%

Faster revenue growth than 78% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$595,974

Up $11,976 (+2.1%) from 2014

Net Assets

Up

$471,229

Up $164 (+0.0%) from 2014

Liabilities

Up

$124,745

Up $11,812 (+10%) from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin43rd percentile

Revenue

Up

$585,745

Up $64,420 (+12%) from 2014

Expenses

Up

$569,871

Up $10,116 (+1.8%) from 2014

Net Income

Up

$15,874

Up $54,304 (+141%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$1.0M$500K$0Assets 2010: $584,755Liabilities 2010: $8,091Net Assets 2010: $576,6642010Assets 2011: $523,220Liabilities 2011: $13,000Net Assets 2011: $510,2202011Assets 2012: $616,089Liabilities 2012: $116,647Net Assets 2012: $499,4422012Assets 2013: $634,486Liabilities 2013: $110,579Net Assets 2013: $523,9072013Assets 2014: $583,998Liabilities 2014: $112,933Net Assets 2014: $471,0652014Assets 2015: $595,974Liabilities 2015: $124,745Net Assets 2015: $471,2292015Assets 2016: $590,117Liabilities 2016: $124,472Net Assets 2016: $465,6452016Assets 2017: $623,186Liabilities 2017: $113,084Net Assets 2017: $510,1022017Assets 2018: $667,327Liabilities 2018: $109,081Net Assets 2018: $558,2462018Assets 2019: $734,536Liabilities 2019: $99,324Net Assets 2019: $635,2122019Assets 2020: $779,048Liabilities 2020: $98,065Net Assets 2020: $680,9832020Assets 2021: $805,813Liabilities 2021: $90,048Net Assets 2021: $715,7652021Assets 2022: $682,653Liabilities 2022: $72,871Net Assets 2022: $609,7822022Assets 2023: $612,842Liabilities 2023: $63,883Net Assets 2023: $548,9592023Assets 2024: $638,750Liabilities 2024: $55,622Net Assets 2024: $583,1282024

Highlighted filing

2015

Assets$595,974
Liabilities$124,745
Net Assets$471,229
Open 2015 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $627,623Expenses 2010: $647,413Net Income 2010: -$19,7902010Expenses 2011: $544,2332011Expenses 2012: $498,6552012Revenue 2013: $522,994Expenses 2013: $503,297Net Income 2013: $19,6972013Revenue 2014: $521,325Expenses 2014: $559,755Net Income 2014: -$38,4302014Revenue 2015: $585,745Expenses 2015: $569,871Net Income 2015: $15,8742015Revenue 2016: $574,708Expenses 2016: $585,980Net Income 2016: -$11,2722016Revenue 2017: $643,987Expenses 2017: $586,579Net Income 2017: $57,4082017Revenue 2018: $670,556Expenses 2018: $622,412Net Income 2018: $48,1442018Revenue 2019: $693,259Expenses 2019: $609,685Net Income 2019: $83,5742019Revenue 2020: $629,598Expenses 2020: $578,445Net Income 2020: $51,1532020Revenue 2021: $644,512Expenses 2021: $605,062Net Income 2021: $39,4502021Revenue 2022: $631,410Expenses 2022: $736,878Net Income 2022: -$105,4682022Revenue 2023: $674,022Expenses 2023: $735,166Net Income 2023: -$61,1442023Revenue 2024: $731,832Expenses 2024: $697,663Net Income 2024: $34,1692024

Highlighted filing

2015

Revenue$585,745
Expenses$569,871
Net Income$15,874
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$659,739
Mission and Program Overview

Mission

The aims and objects of the organization are to unite the members, to promote their general welfare and advance their social, moral and intellectual interests; to protect their families in case of sickness or death; to constantly endeavor to establish mutual confidence and create and maintain harmonious relations with our employer; to encourage the principle of arbitration and produce all conciliation possible in the settlement of differences between employees and employer.

To unite the members, to promote their general welfare and advance their social, moral and intellecutal interests.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$419,362$406,112▼ $13,250
Investments in Publicly Traded Securities$99,422$94,803▼ $4,619
Cash and Non-Interest-Bearing Accounts$58,483$85,515▲ $27,032
Intangible Assets$2,200$5,013▲ $2,813
Total Assets$583,998$595,974▲ $11,976
Other Assets Total$4,531$4,531→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$100,000$113,409▲ $13,409
Other Liabilities$12,933$11,336▼ $1,597
Total Liabilities$112,933$124,745▲ $11,812
Net Assets / Fund Balance
Temporarily Rstr Net Assets$296,379$300,971▲ $4,592
Unrestricted Net Assets$174,686$170,258▼ $4,428
Total Net Assets Fund Balance$471,065$471,229▲ $164
Total Liabilities and Net Assets / Fund Balance$583,998$595,974▲ $11,976

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$218,634$46,374$265,008
Land$187,478-$187,478
Equipment$0$19,456$19,456
Other Land Buildings$0$18,725$18,725
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Lisa J FairPresidentFT$79,388$79,388
Christopher ToddFinancial SecretaryPT$21,508$21,508
Johnny SalazarRecording SecretaryPT$18,557$18,557
Thomas a DeiblerVice PresidentPT$15,557$15,557
Eric MadsenExecutive Board Member-$6,483$6,483
Kermit TorreganoExecutive Board Member-$6,357$6,357
Antonio AlmiranteExecutive Board Member-$5,608$5,608
Melvine MahoneExecutive Board Member-$1,694$1,694
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$550,670
Investment Income
$5,661
Other Revenue
$29,414
Change in Net Assets
$15,874

Audited Revenue Reconciliation

Revenue per Audited Statements
$585,745
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-10,262
Total Revenue per Audited Statements
$575,483
Total Revenue per Form 990
$585,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$288,710
Salaries, Compensation, and Employee Benefits$243,661
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$155,152
Other Salaries and Wages---$48,799
Benefits to Members---$37,500
All Other Expenses---$23,322
Payroll Taxes---$19,976
Other Employee Benefits---$15,884
Fees for Services Accounting---$15,000
Other Expenses---$13,799
Interest---$10,398
Travel---$9,505
Depreciation Depletion---$9,227
Fees for Services Legal---$6,235
Pension Plan Contributions---$3,850
Insurance---$3,227
Conferences and Meetings---$679
Total Functional Expenses$0$0$0$569,871

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$575,319
Expenses per Audited Statements$569,871
Total Expenses per Form 990$569,871
Expenses Not Reported on Form 990$5,448
Expenses Not Reported on Financial Statements$0
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
Payroll Taxes Payable$9,006
Other$900
Security Deposits$850
Credit Card Payable$580
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Union members who pay dues to the organization”

Form 990, Part VI, Section A, Line 7A

“There are elections every three years. The union members elect the president, vice president, financial secretary, recording secretary, and executive board members.”

Form 990, Part VI, Section A, Line 7B

“The union members must approve the following decisions: any dues assessments and any monitary expenditures that do not relate to the day to day operations of the union”

Form 990, Part VI, Section B, Line 11

“The form 990 was reviewed by lisa fair, union president, and esther buompensiero, office manager,for the union.”

Form 990, Part VI, Section B, Line 15

“Compensation of the top management of the union is determnined based on the union contract. Top management is paid the same rate as they would be for their position were they still employed by the company whose employees the union represents.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union
EIN
95-1185013
Phone
6195631309
Address
7840 LESTER AVENUE, LEMON GROVE, CA 91945

Signing Officer

Name
Lisa Fair
Title
President
Phone
6195631309
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Fair
Formed
1942
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
17
Volunteers
0

Preparer

Firm
Snead & Associates Llp
Address
9255 TOWNE CENTRE DRIVE SUITE 450, SAN DIEGO, CA 92121
Preparer
Dale a Snead Ii
Phone
8585977000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Book/tax depreciation & amort.difference -6,456. Unrealized gain on stock investments -9,254.”

FORM 990, PART XII, LINE 1:

“The organization uses the modified cash basis of accounting.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Unrealized gain on sell on investments -9,254. Investment fees shown in expense on form 5500 -1,008.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Book/tax depreciation & amort difference 6,456. Investment fees netted against income on financial statements -1,008.”

Raw XML Appendix373 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/PYOtherExpensesAmt0256165
IRS990/PYOtherRevenueAmt029935
IRS990/PYProgramServiceRevenueAmt0467523
IRS990/PYRevenuesLessExpensesAmt0-38430
IRS990/PYSalariesCompEmpBnftPaidAmt0261590
IRS990/PYTotalExpensesAmt0559755
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0521325
IRS990/ReconcilationRevenueExpnssAmt015874
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0218634
IRS990ScheduleD/BuildingsGrp/DepreciationAmt046374
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0265008
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019456
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019456
IRS990ScheduleD/ExpensesNotReportedAmt05448
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0569871
IRS990ScheduleD/LandGrp/BookValueAmt0187478
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0187478
IRS990ScheduleD/OtherExpensesIncludedAmt05448
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018725
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt018725
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09006
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1580
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SECURITY DEPOSITS
IRS990ScheduleD/OtherRevenueAmt0-10262
IRS990ScheduleD/RevenueNotReportedAmt0-10262
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0585745
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN ON SELL ON INVESTMENTS -9,254. INVESTMENT FEES SHOWN IN EXPENSE ON FORM 5500 -1,008.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK/TAX DEPRECIATION & AMORT DIFFERENCE 6,456. INVESTMENT FEES NETTED AGAINST INCOME ON FINANCIAL STATEMENTS -1,008.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0406112
IRS990ScheduleD/TotalExpensesPerForm990Amt0569871
IRS990ScheduleD/TotalLiabilityAmt011336
IRS990ScheduleD/TotalRevenuePerForm990Amt0585745
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0575483
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0575319
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNION MEMBERS WHO PAY DUES TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE ELECTIONS EVERY THREE YEARS. THE UNION MEMBERS ELECT THE PRESIDENT, VICE PRESIDENT, FINANCIAL SECRETARY, RECORDING SECRETARY, AND EXECUTIVE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE UNION MEMBERS MUST APPROVE THE FOLLOWING DECISIONS: ANY DUES ASSESSMENTS AND ANY MONITARY EXPENDITURES THAT DO NOT RELATE TO THE DAY TO DAY OPERATIONS OF THE UNION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WAS REVIEWED BY LISA FAIR, UNION PRESIDENT, AND ESTHER BUOMPENSIERO, OFFICE MANAGER,FOR THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION OF THE TOP MANAGEMENT OF THE UNION IS DETERMNINED BASED ON THE UNION CONTRACT. TOP MANAGEMENT IS PAID THE SAME RATE AS THEY WOULD BE FOR THEIR POSITION WERE THEY STILL EMPLOYED BY THE COMPANY WHOSE EMPLOYEES THE UNION REPRESENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK/TAX DEPRECIATION & AMORT.DIFFERENCE -6,456. UNREALIZED GAIN ON STOCK INVESTMENTS -9,254.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 1:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0296379
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0300971
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0583998
IRS990/TotalAssetsEOYAmt0595974
IRS990/TotalAssetsGrp/BOYAmt0583998
IRS990/TotalAssetsGrp/EOYAmt0595974
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/TotalAmt0569871
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0112933
IRS990/TotalLiabilitiesEOYAmt0124745
IRS990/TotalLiabilitiesGrp/BOYAmt0112933
IRS990/TotalLiabilitiesGrp/EOYAmt0124745
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0471065
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0471229
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0550670
IRS990/TotalReportableCompFromOrgAmt0155152
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0585745
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0585745
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0583998
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0595974
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt09505
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0174686
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0170258
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07840 LESTER AVENUE
IRS990/USAddress/CityNm0LEMON GROVE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091945
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.ATULOCAL1309.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA FAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06195631309
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0951185013
ReturnHeader/Filer/PhoneNum06195631309
ReturnHeader/Filer/USAddress/AddressLine1Txt07840 LESTER AVENUE
ReturnHeader/Filer/USAddress/CityNm0LEMON GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091945
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200917166
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SNEAD & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09255 TOWNE CENTRE DRIVE SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092121
ReturnHeader/PreparerPersonGrp/PhoneNum08585977000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE A SNEAD II
ReturnHeader/ReturnTs02016-11-14T15:34:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$595,974
Liabilities
$124,745
Net assets
$471,229
Revenue
$585,745
Expenses
$569,871
Net income
$15,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.39$0.56$5.83$7.32$6.98$0.34
2023Detailed filing. Detailed filing data is available for this year.$6.13$0.64$5.49$6.74$7.35$0.61
2022Detailed filing. Detailed filing data is available for this year.$6.83$0.73$6.10$6.31$7.37$1.05
2021Detailed filing. Detailed filing data is available for this year.$8.06$0.90$7.16$6.45$6.05$0.39
2020Detailed filing. Detailed filing data is available for this year.$7.79$0.98$6.81$6.30$5.78$0.51
2019Detailed filing. Detailed filing data is available for this year.$7.35$0.99$6.35$6.93$6.10$0.84
2018Detailed filing. Detailed filing data is available for this year.$6.67$1.09$5.58$6.71$6.22$0.48
2017Detailed filing. Detailed filing data is available for this year.$6.23$1.13$5.10$6.44$5.87$0.57
2016Detailed filing. Detailed filing data is available for this year.$5.90$1.24$4.66$5.75$5.86$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.96$1.25$4.71$5.86$5.70$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.84$1.13$4.71$5.21$5.60$0.38
2013Detailed filing. Detailed filing data is available for this year.$6.34$1.11$5.24$5.23$5.03$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.16$1.17$4.99$4.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$0.13$5.10$5.44
2010Summary only. Only limited summary data is available for this year.$5.85$0.08$5.77$6.28$6.47$0.20