Civic Intelligence

Work Preservation Fund Inc

990 • Fiscal year 2020 • EIN 95-3214251

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 23, 2021

Organization ProfileN/A
2705 Constitution Drive No BLivermore, CA 94551

(925) 724-2333

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

46%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Asset Growth

83rd percentile

23%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

-2.8%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,093,840

Up $391,893 (+23%) from 2019

Net Assets

Up

$2,081,410

Up $389,700 (+23%) from 2019

Liabilities

Up

$12,430

Up $2,193 (+21%) from 2019

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin96th percentile

Revenue

Down

$855,276

Down $24,610 (-2.8%) from 2019

Expenses

Down

$465,576

Down $32,168 (-6.5%) from 2019

Net Income

Up

$389,700

Up $7,558 (+2.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $644,421Liabilities 2012: $11,773Net Assets 2012: $632,6482012Assets 2013: $639,819Liabilities 2013: $22,015Net Assets 2013: $617,8042013Assets 2014: $700,885Liabilities 2014: $24,139Net Assets 2014: $676,7462014Assets 2015: $735,296Liabilities 2015: $24,210Net Assets 2015: $711,0862015Assets 2016: $904,448Liabilities 2016: $8,221Net Assets 2016: $896,2272016Assets 2017: $914,229Liabilities 2017: $14,012Net Assets 2017: $900,2172017Assets 2018: $1,320,877Liabilities 2018: $11,309Net Assets 2018: $1,309,5682018Assets 2019: $1,701,947Liabilities 2019: $10,237Net Assets 2019: $1,691,7102019Assets 2020: $2,093,840Liabilities 2020: $12,430Net Assets 2020: $2,081,4102020Assets 2021: $2,549,340Liabilities 2021: $5,940Net Assets 2021: $2,543,4002021Assets 2022: $2,710,714Liabilities 2022: $17,056Net Assets 2022: $2,693,6582022Assets 2023: $2,909,074Liabilities 2023: $242,603Net Assets 2023: $2,666,4712023Assets 2024: $2,848,521Liabilities 2024: $169,756Net Assets 2024: $2,678,7652024

Highlighted filing

2020

Assets$2,093,840
Liabilities$12,430
Net Assets$2,081,410
Open 2020 Filing

Operations Trend

Revenue Growth64th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $451,167Expenses 2012: $406,090Net Income 2012: $45,0772012Revenue 2013: $556,640Expenses 2013: $567,510Net Income 2013: -$10,8702013Revenue 2014: $589,179Expenses 2014: $543,935Net Income 2014: $45,2442014Revenue 2015: $613,706Expenses 2015: $571,240Net Income 2015: $42,4662015Revenue 2016: $714,869Expenses 2016: $504,472Net Income 2016: $210,3972016Revenue 2017: $904,778Expenses 2017: $900,788Net Income 2017: $3,9902017Revenue 2018: $813,428Expenses 2018: $404,077Net Income 2018: $409,3512018Revenue 2019: $879,886Expenses 2019: $497,744Net Income 2019: $382,1422019Revenue 2020: $855,276Expenses 2020: $465,576Net Income 2020: $389,7002020Revenue 2021: $790,430Expenses 2021: $328,440Net Income 2021: $461,9902021Revenue 2022: $689,012Expenses 2022: $538,754Net Income 2022: $150,2582022Revenue 2023: $694,789Expenses 2023: $726,776Net Income 2023: -$31,9872023Revenue 2024: $733,069Expenses 2024: $720,775Net Income 2024: $12,2942024

Highlighted filing

2020

Revenue$855,276
Expenses$465,576
Net Income$389,700
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 23, 2021
Return Version
2019v5.2
Gross Receipts
$855,276
Mission and Program Overview

Mission

To improve communication between representatives of labor and management.

To improve communication between representatives of labor and management

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,539,237$1,978,399▲ $439,162
Accounts Receivable$160,000$114,000▼ $46,000
Land, Buildings, and Equipment, Net$2,710$1,441▼ $1,269
Cash and Non-Interest-Bearing Accounts-$0-
Total Assets$1,701,947$2,093,840▲ $391,893
Liabilities
Accounts Payable and Accrued Expenses$10,237$12,430▲ $2,193
Total Liabilities$10,237$12,430▲ $2,193
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,691,710$2,081,410▲ $389,700
Total Net Assets Fund Balance$1,691,710$2,081,410▲ $389,700
Total Liabilities and Net Assets / Fund Balance$1,701,947$2,093,840▲ $391,893

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,132$71,591$72,723
Other Land Buildings$309$10,534$10,843
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Robert Williams IiiPresident
Chris ChristophersenPresident - Past
Alan BjerkeVice-president
Frank NunesDirector
James HewettDirector
Jim KoreenDirector
John TweedtDirector
Lance RykenDirector
Madison HullDirector
Tom ChirstopheDirector
Tom HerlacheDirector
Troy NotrangeloDirector
John SherakDirector - Past
Jeannie SimpeloSecretary / Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$829,924
Investment Income
$22,215
Other Revenue
$3,137
Change in Net Assets
$389,700

Audited Revenue Reconciliation

Revenue per Audited Statements
$855,276
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$19,260
Total Revenue per Audited Statements
$874,536
Total Revenue per Form 990
$855,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$314,671
Other Expenses$150,905
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$196,248
Other Employee Benefits---$72,502
Occupancy---$65,548
Pension Plan Contributions---$29,401
Office Expenses---$21,686
Fees for Services Other---$20,713
Payroll Taxes---$16,520
Insurance---$9,599
Travel---$9,591
Fees for Services Legal---$9,000
Fees for Services Accounting---$7,500
Depreciation Depletion---$2,525
Conferences and Meetings---$1,877
Fees for Service Investment Mgmnt Fees---$292
Other Expenses---$79
Total Functional Expenses$0$0$0$465,576

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$484,836
Expenses per Audited Statements$465,576
Total Expenses per Form 990$465,576
Expenses Not Reported on Form 990$19,260
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There is no committee with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was presented to the governing body for review before it was filed.”

Form 990, Part VI, Section B, Line 12C

“The organization's conflict of interest policy covers board of directors and all management personnel and employees who can influence the actions of the organization. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the executive director or the chairperson. The executive director or the chairperson is responsible for determiniing if conflicts exist and determining the appropriate disciplinary and/or corrective action.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its conflict of interest policy or financial statements available to the public. Upon written request, the organization makes its governing documents available to members of the organization.”

Filing and Contact Details

Filer

Filer Name
Work Preservation Fund Inc
EIN
95-3214251
Phone
9257242333
Address
2705 CONSTITUTION DRIVE NO B, LIVERMORE, CA 94551

Signing Officer

Name
Robert Williams Iii
Title
President
Phone
9257242333
Signed
2021-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Williams Iii
Formed
1977
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PKWY STE 400, SAN RAMON, CA 94583
Preparer
Joseph M Thiermann
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of directors assumes responsibility for oversight of the audit of its financial statements and selection of an independent auditor. This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the corporation and disclose a tax liability if the corporation has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed the tax positions taken by the corporation and has concluded that, as of june 30, 2020 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The corporation is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The corporation believes it is no longer subject to income tax examinations for the fiscal years prior to 2017.”

Raw XML Appendix377 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/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
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IRS990/PensionPlanContributionsGrp/TotalAmt029401
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT WILLIAMS III
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0829924
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0829924
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt023321
IRS990/PYOtherExpensesAmt0147727
IRS990/PYOtherRevenueAmt09145
IRS990/PYProgramServiceRevenueAmt0847420
IRS990/PYRevenuesLessExpensesAmt0382142
IRS990/PYSalariesCompEmpBnftPaidAmt0350017
IRS990/PYTotalExpensesAmt0497744
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0879886
IRS990/ReconcilationRevenueExpnssAmt0389700
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01539237
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01978399
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt019260
IRS990ScheduleD/DonatedServicesUseFcltsAmt019260
IRS990ScheduleD/EquipmentGrp/BookValueAmt01132
IRS990ScheduleD/EquipmentGrp/DepreciationAmt071591
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt072723
IRS990ScheduleD/ExpensesNotReportedAmt019260
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0465576
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0309
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010534
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010843
IRS990ScheduleD/RevenueNotReportedAmt019260
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0855276
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE CORPORATION AND DISCLOSE A TAX LIABILITY IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2020 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE CORPORATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01441
IRS990ScheduleD/TotalExpensesPerForm990Amt0465576
IRS990ScheduleD/TotalRevenuePerForm990Amt0855276
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0874536
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0484836
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WAS PRESENTED TO THE GOVERNING BODY FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS BOARD OF DIRECTORS AND ALL MANAGEMENT PERSONNEL AND EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF THE ORGANIZATION. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE EXECUTIVE DIRECTOR OR THE CHAIRPERSON. THE EXECUTIVE DIRECTOR OR THE CHAIRPERSON IS RESPONSIBLE FOR DETERMINIING IF CONFLICTS EXIST AND DETERMINING THE APPROPRIATE DISCIPLINARY AND/OR CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON WRITTEN REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01701947
IRS990/TotalAssetsEOYAmt02093840
IRS990/TotalAssetsGrp/BOYAmt01701947
IRS990/TotalAssetsGrp/EOYAmt02093840
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0465576
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010237
IRS990/TotalLiabilitiesEOYAmt012430
IRS990/TotalLiabilitiesGrp/BOYAmt010237
IRS990/TotalLiabilitiesGrp/EOYAmt012430
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01691710
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02081410
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0829924
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt022215
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0833061
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0855276
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01701947
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02093840
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt09591
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02705 CONSTITUTION DRIVE NO B
IRS990/USAddress/CityNm0LIVERMORE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094551
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WILLIAMS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09257242333
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORK PRESERVATION FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0WORK
ReturnHeader/Filer/EIN0953214251
ReturnHeader/Filer/PhoneNum09257242333
ReturnHeader/Filer/USAddress/AddressLine1Txt02705 CONSTITUTION DRIVE NO B
ReturnHeader/Filer/USAddress/CityNm0LIVERMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094551
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PKWY STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M THIERMANN
ReturnHeader/ReturnTs02021-04-23T15:10:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,093,840
Liabilities
$12,430
Net assets
$2,081,410
Revenue
$855,276
Expenses
$465,576
Net income
$389,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.17$2.68$0.73$0.72$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.24$2.67$0.69$0.73$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.02$2.69$0.69$0.54$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.01$2.54$0.79$0.33$0.46
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.08$0.86$0.47$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.01$1.69$0.88$0.50$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.01$1.31$0.81$0.40$0.41
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.01$0.90$0.90$0.90$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.01$0.90$0.71$0.50$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.02$0.71$0.61$0.57$0.04
2014Summary only. Only limited summary data is available for this year.$0.70$0.02$0.68$0.59$0.54$0.05
2013Summary only. Only limited summary data is available for this year.$0.64$0.02$0.62$0.56$0.57$0.01
2012Summary only. Only limited summary data is available for this year.$0.64$0.01$0.63$0.45$0.41$0.05