Civic Intelligence

California Association of Student Financial Aid Administrators

990 • Fiscal year 2018 • EIN 95-3568468

Apr 01, 2017 to Mar 31, 2018 • Filed on Feb 12, 2019

Organization ProfileWWW.CASFAA.ORG
3200 Fifth AvenueSacramento, CA 95817

(951) 827-7247

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

51st percentile

1.9%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

0.3%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$929,468

Up $17,011 (+1.9%) from 2017

Net Assets

Up

$924,660

Up $68,161 (+8.0%) from 2017

Liabilities

Down

$4,808

Down $51,150 (-91%) from 2017

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin74th percentile

Revenue

Up

$454,599

Up $1,382 (+0.3%) from 2017

Expenses

Down

$377,468

Down $80,120 (-18%) from 2017

Net Income

Up

$77,131

Up $81,502 (+1865%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $884,045Liabilities 2010: $34,615Net Assets 2010: $849,4302010Assets 2011: $1,000,847Liabilities 2011: $58,730Net Assets 2011: $942,1172011Assets 2012: $1,042,484Liabilities 2012: $21,513Net Assets 2012: $1,020,9712012Assets 2013: $1,149,988Liabilities 2013: $21,464Net Assets 2013: $1,128,5242013Assets 2014: $1,073,711Liabilities 2014: $58,359Net Assets 2014: $1,015,3522014Assets 2015: $998,235Liabilities 2015: $62,787Net Assets 2015: $935,4482015Assets 2016: $843,395Liabilities 2016: $50,404Net Assets 2016: $792,9912016Assets 2017: $912,457Liabilities 2017: $55,958Net Assets 2017: $856,4992017Assets 2018: $929,468Liabilities 2018: $4,808Net Assets 2018: $924,6602018Assets 2019: $880,503Liabilities 2019: $0Net Assets 2019: $880,5032019Assets 2020: $831,765Liabilities 2020: $0Net Assets 2020: $831,7652020Assets 2021: $1,031,518Liabilities 2021: $9,944Net Assets 2021: $1,021,5742021Assets 2022: $1,050,608Liabilities 2022: $37,074Net Assets 2022: $1,013,5342022Assets 2023: $860,425Liabilities 2023: $2,288Net Assets 2023: $858,1372023Assets 2024: $873,441Liabilities 2024: $4,065Net Assets 2024: $869,3762024Assets 2025: $830,182Liabilities 2025: $21,569Net Assets 2025: $808,6132025

Highlighted filing

2018

Assets$929,468
Liabilities$4,808
Net Assets$924,660
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2010: $459,656Expenses 2010: $485,381Net Income 2010: -$25,7252010Revenue 2011: $449,884Expenses 2011: $390,055Net Income 2011: $59,8292011Expenses 2012: $299,7452012Expenses 2013: $460,3302013Revenue 2014: $451,063Expenses 2014: $579,016Net Income 2014: -$127,9532014Revenue 2015: $433,472Expenses 2015: $486,771Net Income 2015: -$53,2992015Revenue 2016: $366,340Expenses 2016: $412,413Net Income 2016: -$46,0732016Revenue 2017: $453,217Expenses 2017: $457,588Net Income 2017: -$4,3712017Revenue 2018: $454,599Expenses 2018: $377,468Net Income 2018: $77,1312018Revenue 2019: $400,181Expenses 2019: $444,338Net Income 2019: -$44,1572019Revenue 2020: $218,941Expenses 2020: $267,679Net Income 2020: -$48,7382020Revenue 2021: $387,726Expenses 2021: $197,917Net Income 2021: $189,8092021Revenue 2022: $119,279Expenses 2022: $127,319Net Income 2022: -$8,0402022Revenue 2023: $223,027Expenses 2023: $433,158Net Income 2023: -$210,1312023Revenue 2024: $471,461Expenses 2024: $460,222Net Income 2024: $11,2392024Revenue 2025: $490,074Expenses 2025: $550,837Net Income 2025: -$60,7632025

Highlighted filing

2018

Revenue$454,599
Expenses$377,468
Net Income$77,131
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Feb 12, 2019
Return Version
2017v2.2
Gross Receipts
$454,599
Mission and Program Overview

Mission

To provide training and professional development opportunities to the financial aid community and to advocate on behalf of the financial aid profession for student educational access and choice.

To facilitate access to financial funding available from multiple sources for students. The association provides training and professional development opportunities to the financial and community and advocate on behalf of the financial aid profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$784,736$819,193▲ $34,457
Cash and Non-Interest-Bearing Accounts$124,585$109,231▼ $15,354
Land, Buildings, and Equipment, Net$3,136$1,044▼ $2,092
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$912,457$929,468▲ $17,011
Other Assets Total-$0-
Liabilities
Deferred Revenue$40,313$3,038▼ $37,275
Accounts Payable and Accrued Expenses$15,645$1,770▼ $13,875
Total Liabilities$55,958$4,808▼ $51,150
Net Assets / Fund Balance
Unrestricted Net Assets$856,499$924,660▲ $68,161
Total Net Assets Fund Balance$856,499$924,660▲ $68,161
Total Liabilities and Net Assets / Fund Balance$912,457$929,468▲ $17,011

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,044$45,198$46,242
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Daniel ReedPast-president
Anita KermesPresident
Barbara BickettPresident-elect
Javier AndradeAccess Rep
Carl GottbrechtIndep. Seg Rep
Mary BookerSecretary
Ena HullSeg Rep
Luanne CanestroSeg Rep
Dewayne BarnesTreasurer
Yuliana SandovalTreasurer Elect
Daniel RoddickUc Seg Rep
Apri MedinaVP - State
Lissa WayneVP-Fed Issues
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$423,801
Investment Income
$30,798
Other Revenue
$0
Change in Net Assets
$77,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$377,468
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$197,615$13,183-$210,798
Other Expenses$30,736$12,026-$12,026
Fees for Services Accounting-$7,615-$7,615
Insurance-$3,797-$3,797
Depreciation Depletion-$2,091-$2,091
Office Expenses-$404-$404
Total Functional Expenses$228,351$149,117$0$377,468
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
Lobbying 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
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

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

“Form 990 is reviewed by the treasurer and president. The entire board is provided a copy of the form 990 and approved at the next month's board meeting.”

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

“Directors and officers required to disclose any conflict of interest at their annual meeting.”

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

“Governing policies and documents can be obtained on the organization's website. Financial statements may be obtained upon request.”

Filing and Contact Details

Filer

Filer Name
California Association of
EIN
95-3568468
Phone
9518277247
Address
3200 FIFTH AVENUE, SACRAMENTO, CA 95817

Signing Officer

Name
Anita Kermes
Title
President
Signed
2019-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anita Kermes
Formed
1981
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
97

Preparer

Firm
Hkg Llp
Address
100 W WALNUT ST FL 7, PASADENA, CA 91124
Preparer
Jeffrey Chase
Phone
6265850666
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The president and the treasurer assume responsibility for selection and oversight of the audit of the financial statements. The board of directors approves the selection of the independent auditor and the audited financial statements.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Association is exempt from federal income tax under the provisions of Section 501(c)(3) of the Internal Revenue Code, and California Revenue and Taxation Code Section 23701d. Therefore, a provision for income taxes is not included in the financial statements. The Association believes that it has appropriate support for the positions taken on its tax returns and the exempt status would be sustained on examination.The Association classifies interest and penalties on underpayments of income tax as interest expense and penalties, respectively, both of which would be included in general and administrative expenses. The Association did not incur any penalties and interest in the current year.The Association files tax returns in the United States federal and California state jurisdiction.”

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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/TitleTxt0PRESIDENT
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0819193
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt03136
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01044
IRS990/LandBldgEquipCostOrOtherBssAmt046242
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide training and professional development opportunities to the financial aid community and to advocate on behalf of the financial aid profession for student educational access and choice.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0856499
IRS990/NetAssetsOrFundBalancesEOYAmt0924660
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03696
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0404
IRS990/OfficeExpensesGrp/TotalAmt0404
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Electronic Initiatives
IRS990/OtherExpensesGrp/Desc1TRAINING / WORKSHOP
IRS990/OtherExpensesGrp/Desc2Council Expenses
IRS990/OtherExpensesGrp/Desc3BANK AND CREDIT CARD FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt082854
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt127147
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212026
IRS990/OtherExpensesGrp/ProgramServicesAmt030736
IRS990/OtherExpensesGrp/TotalAmt082854
IRS990/OtherExpensesGrp/TotalAmt130736
IRS990/OtherExpensesGrp/TotalAmt227147
IRS990/OtherExpensesGrp/TotalAmt312026
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ANITA KERMES
IRS990/PriorPeriodAdjustmentsAmt0-12666
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Conference Income
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc2Newsletter Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0323076
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1100725
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0323076
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1100725
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION MAILS NEWSLETTERS TO THE MEMBERS 6 TIMES PER YEAR. ANNUAL DIRECTORY PROVIDED TO ALL MEMBERS. PLACEMENT SERVICES DISTRIBUTE JOB ANNOUNCEMENTS TO MEMBERS AND THE WEBSITE PROVIDES ONLINE INFORMATION.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt031514
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0457588
IRS990/PYProgramServiceRevenueAmt0421703
IRS990/PYRevenuesLessExpensesAmt0-4371
IRS990/PYTotalExpensesAmt0457588
IRS990/PYTotalRevenueAmt0453217
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt077131
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0323076
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044656
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt068398
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt063423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0327206
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt034466
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt031514
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt043050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt048601
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt043855
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0201486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0364606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0377047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0254892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0310722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0357204
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01664471
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt034466
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt031514
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt043050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt048601
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt043855
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0201486
IRS990ScheduleA/InvestmentIncomeCYPct00.09190
IRS990ScheduleA/InvestmentIncomePYPct00.09350
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90810
IRS990ScheduleA/PublicSupportPY509Pct00.90650
IRS990ScheduleA/PublicSupportTotal509Amt01991677
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0465331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0421703
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0323290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0374145
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0407208
IRS990ScheduleA/Total509Grp/TotalAmt01991677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0499797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0453217
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0366340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0422746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0451063
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02193163
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01044
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045198
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046242
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Association is exempt from federal income tax under the provisions of Section 501(c)(3) of the Internal Revenue Code, and California Revenue and Taxation Code Section 23701d. Therefore, a provision for income taxes is not included in the financial statements. The Association believes that it has appropriate support for the positions taken on its tax returns and the exempt status would be sustained on examination.The Association classifies interest and penalties on underpayments of income tax as interest expense and penalties, respectively, both of which would be included in general and administrative expenses. The Association did not incur any penalties and interest in the current year.The Association files tax returns in the United States federal and California state jurisdiction.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01044
IRS990ScheduleD/TotalBookValueSecuritiesAmt0819193
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$929,468
Liabilities
$4,808
Net assets
$924,660
Revenue
$454,599
Expenses
$377,468
Net income
$77,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.02$0.81$0.49$0.55$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.47$0.46$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.22$0.43$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.04$1.01$0.12$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$0.39$0.20$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.22$0.27$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.40$0.44$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.92$0.45$0.38$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.06$0.86$0.45$0.46$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.05$0.79$0.37$0.41$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.06$0.94$0.43$0.49$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.06$1.02$0.45$0.58$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.02$1.13$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.02$1.02$0.30
2011Summary only. Only limited summary data is available for this year.$1.00$0.06$0.94$0.45$0.39$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.03$0.85$0.46$0.49$0.03