Civic Intelligence

Work Preservation Fund Inc

990 • Fiscal year 2021 • EIN 95-3214251

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 31, 2022

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

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

16th percentile

0.01x

Higher debt load relative to revenue than 16% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

97th percentile

58%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

72nd percentile

22%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-7.6%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,549,340

Up $455,500 (+22%) from 2020

Net Assets

Up

$2,543,400

Up $461,990 (+22%) from 2020

Liabilities

Down

$5,940

Down $6,490 (-52%) from 2020

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin97th percentile

Revenue

Down

$790,430

Down $64,846 (-7.6%) from 2020

Expenses

Down

$328,440

Down $137,136 (-29%) from 2020

Net Income

Up

$461,990

Up $72,290 (+19%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2021

Assets$2,549,340
Liabilities$5,940
Net Assets$2,543,400
Open 2021 Filing

Operations Trend

Revenue Growth21st 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

2021

Revenue$790,430
Expenses$328,440
Net Income$461,990
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 31, 2022
Return Version
2020v4.2
Gross Receipts
$790,430
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$1,978,399$2,415,892▲ $437,493
Accounts Receivable$114,000$122,000▲ $8,000
Land, Buildings, and Equipment, Net$1,441$11,448▲ $10,007
Total Assets$2,093,840$2,549,340▲ $455,500
Liabilities
Accounts Payable and Accrued Expenses$12,430$5,940▼ $6,490
Total Liabilities$12,430$5,940▼ $6,490
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,081,410$2,543,400▲ $461,990
Total Net Assets Fund Balance$2,081,410$2,543,400▲ $461,990
Total Liabilities and Net Assets / Fund Balance$2,093,840$2,549,340▲ $455,500

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,448$70,861$82,309
Other Land Buildings$0$10,843$10,843
Compensation and Service Providers
Top Officer Pay25th 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
$775,919
Investment Income
$13,538
Other Revenue
$973
Change in Net Assets
$461,990

Audited Revenue Reconciliation

Revenue per Audited Statements
$790,430
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$19,903
Total Revenue per Audited Statements
$810,333
Total Revenue per Form 990
$790,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,878
Salaries, Compensation, and Employee Benefits$161,562
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$97,692
Occupancy---$65,569
Other Employee Benefits---$36,942
Fees for Services Legal---$31,128
Office Expenses---$20,810
Fees for Services Other---$20,284
Pension Plan Contributions---$16,078
Payroll Taxes---$10,850
Insurance---$10,359
Fees for Services Accounting---$7,800
Travel---$6,367
Depreciation Depletion---$2,232
Other Expenses---$79
Fees for Service Investment Mgmnt Fees---$55
Conferences and Meetings---$15
Total Functional Expenses$0$0$0$328,440

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$348,343
Expenses per Audited Statements$328,440
Total Expenses per Form 990$328,440
Expenses Not Reported on Form 990$19,903
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
2022-03-31
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
5
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, 2021 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 2018.”

Raw XML Appendix381 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/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0775919
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0775919
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt022215
IRS990/PYOtherExpensesAmt0150905
IRS990/PYOtherRevenueAmt03137
IRS990/PYProgramServiceRevenueAmt0829924
IRS990/PYRevenuesLessExpensesAmt0389700
IRS990/PYSalariesCompEmpBnftPaidAmt0314671
IRS990/PYTotalExpensesAmt0465576
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0855276
IRS990/ReconcilationRevenueExpnssAmt0461990
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01978399
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02415892
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt019903
IRS990ScheduleD/DonatedServicesUseFcltsAmt019903
IRS990ScheduleD/EquipmentGrp/BookValueAmt011448
IRS990ScheduleD/EquipmentGrp/DepreciationAmt070861
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt082309
IRS990ScheduleD/ExpensesNotReportedAmt019903
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0328440
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010843
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010843
IRS990ScheduleD/RevenueNotReportedAmt019903
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0790430
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, 2021 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 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011448
IRS990ScheduleD/TotalExpensesPerForm990Amt0328440
IRS990ScheduleD/TotalRevenuePerForm990Amt0790430
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0810333
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0348343
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/TotalAssetsBOYAmt02093840
IRS990/TotalAssetsEOYAmt02549340
IRS990/TotalAssetsGrp/BOYAmt02093840
IRS990/TotalAssetsGrp/EOYAmt02549340
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt0328440
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012430
IRS990/TotalLiabilitiesEOYAmt05940
IRS990/TotalLiabilitiesGrp/BOYAmt012430
IRS990/TotalLiabilitiesGrp/EOYAmt05940
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02081410
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02543400
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0775919
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt013538
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0776892
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0790430
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02093840
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02549340
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt06367
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WILLIAMS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09257242333
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-31
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/ReturnTs02022-03-31T16:55:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS III
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,549,340
Liabilities
$5,940
Net assets
$2,543,400
Revenue
$790,430
Expenses
$328,440
Net income
$461,990
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
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$0.79$0.33$0.46
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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