Civic Intelligence

Amalgamated Transit Union Local 1309 AFL-CIO

990 • Fiscal year 2016 • EIN 95-1185013

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

86th percentile

0.21x

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

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Net Margin

28th percentile

-2.0%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

33rd percentile

-1.0%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-1.9%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$590,117

Down $5,857 (-1.0%) from 2015

Net Assets

Down

$465,645

Down $5,584 (-1.2%) from 2015

Liabilities

Down

$124,472

Down $273 (-0.2%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin28th percentile

Revenue

Down

$574,708

Down $11,037 (-1.9%) from 2015

Expenses

Up

$585,980

Up $16,109 (+2.8%) from 2015

Net Income

Down

-$11,272

Down $27,146 (-171%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2016

Assets$590,117
Liabilities$124,472
Net Assets$465,645
Open 2016 Filing

Operations Trend

Revenue Growth33rd 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

2016

Revenue$574,708
Expenses$585,980
Net Income-$11,272
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$678,474
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$406,112$400,988▼ $5,124
Investments in Publicly Traded Securities$94,803$107,314▲ $12,511
Cash and Non-Interest-Bearing Accounts$85,515$72,621▼ $12,894
Intangible Assets$5,013$4,663▼ $350
Total Assets$595,974$590,117▼ $5,857
Other Assets Total$4,531$4,531→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$113,409$108,227▼ $5,182
Other Liabilities$11,336$16,245▲ $4,909
Total Liabilities$124,745$124,472▼ $273
Net Assets / Fund Balance
Temporarily Rstr Net Assets$300,971$318,857▲ $17,886
Unrestricted Net Assets$170,258$146,788▼ $23,470
Total Net Assets Fund Balance$471,229$465,645▼ $5,584
Total Liabilities and Net Assets / Fund Balance$595,974$590,117▼ $5,857

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$213,510$60,166$273,676
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$88,705$88,705
Christopher ToddFinancial SecretaryPT$19,730$19,730
Johnny SalazarRecording SecretaryPT$17,989$17,989
Thomas a DeiblerVice PresidentPT$11,907$11,907
Eric MadsenExecutive Board Member-$8,755$8,755
Kermit TorreganoExecutive Board Member-$7,119$7,119
Antonio AlmiranteExecutive Board Member-$5,466$5,466
Melvine MahoneExecutive Board Member-$3,566$3,566
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$535,774
Investment Income
$5,492
Other Revenue
$33,442
Change in Net Assets
$-11,272

Audited Revenue Reconciliation

Revenue per Audited Statements
$574,708
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$7,064
Total Revenue per Audited Statements
$581,772
Total Revenue per Form 990
$574,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$299,636
Salaries, Compensation, and Employee Benefits$262,344
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---$163,237
Other Salaries and Wages---$57,736
Benefits to Members---$24,000
Payroll Taxes---$22,393
All Other Expenses---$21,580
Travel---$19,304
Fees for Services Accounting---$16,300
Other Employee Benefits---$15,198
Depreciation Depletion---$11,696
Other Expenses---$10,244
Interest---$6,663
Fees for Services Legal---$3,900
Pension Plan Contributions---$3,780
Insurance---$3,326
Conferences and Meetings---$1,905
Total Functional Expenses$0$0$0$585,980

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$587,356
Expenses per Audited Statements$585,980
Total Expenses per Form 990$585,980
Expenses Not Reported on Form 990$1,376
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$12,037
Credit Card Payable$2,458
Other$900
Security Deposits$850
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 11B

“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
2017-11-14
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
27
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 -2,446. Unrealized gain on stock investments 8,134.”

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 8,134. Investment fees shown in expense on form 5500 -1,070.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Book/tax depreciation & amort difference 2,446. Investment fees netted against income on financial statements -1,070.”

Raw XML Appendix380 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/PYOtherExpensesAmt0288710
IRS990/PYOtherRevenueAmt029414
IRS990/PYProgramServiceRevenueAmt0550670
IRS990/PYRevenuesLessExpensesAmt015874
IRS990/PYSalariesCompEmpBnftPaidAmt0243661
IRS990/PYTotalExpensesAmt0569871
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0585745
IRS990/ReconcilationRevenueExpnssAmt0-11272
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0213510
IRS990ScheduleD/BuildingsGrp/DepreciationAmt060166
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0273676
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019456
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019456
IRS990ScheduleD/ExpensesNotReportedAmt01376
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0585980
IRS990ScheduleD/LandGrp/BookValueAmt0187478
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0187478
IRS990ScheduleD/OtherExpensesIncludedAmt01376
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018725
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt018725
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012037
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12458
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SECURITY DEPOSITS
IRS990ScheduleD/OtherRevenueAmt07064
IRS990ScheduleD/RevenueNotReportedAmt07064
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0574708
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN ON SELL ON INVESTMENTS 8,134. INVESTMENT FEES SHOWN IN EXPENSE ON FORM 5500 -1,070.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK/TAX DEPRECIATION & AMORT DIFFERENCE 2,446. INVESTMENT FEES NETTED AGAINST INCOME ON FINANCIAL STATEMENTS -1,070.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0400988
IRS990ScheduleD/TotalExpensesPerForm990Amt0585980
IRS990ScheduleD/TotalLiabilityAmt016245
IRS990ScheduleD/TotalRevenuePerForm990Amt0574708
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0581772
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0587356
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 -2,446. UNREALIZED GAIN ON STOCK INVESTMENTS 8,134.
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 11B
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/BOYAmt0300971
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0318857
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0595974
IRS990/TotalAssetsEOYAmt0590117
IRS990/TotalAssetsGrp/BOYAmt0595974
IRS990/TotalAssetsGrp/EOYAmt0590117
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/TotalAmt0585980
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0124745
IRS990/TotalLiabilitiesEOYAmt0124472
IRS990/TotalLiabilitiesGrp/BOYAmt0124745
IRS990/TotalLiabilitiesGrp/EOYAmt0124472
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0471229
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0465645
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0535774
IRS990/TotalReportableCompFromOrgAmt0163237
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0574708
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0574708
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0595974
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0590117
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt019304
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0170258
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0146788
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/SignatureDt02017-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0328D4F3ABB32712127B36486C01491AD7732A0CD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId081346EE153DF311BA0BF0CED8200616AA7D44A31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.7.85.34
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:50:55
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/ReturnTs02017-11-15T13:05:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$590,117
Liabilities
$124,472
Net assets
$465,645
Revenue
$574,708
Expenses
$585,980
Net income
-$11,272
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