Civic Intelligence

Current Wisdom

990PF • Fiscal year 2020 • EIN 95-3893988

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
950 Boardwalk 201San Marcos, CA 92078

(760) 471-1100

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

88th percentile

50%

Higher net margin than 88% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

44th percentile

1.6%

Faster asset growth than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-24%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,083,588

Up $16,548 (+1.6%) from 2019

Net Assets

Up

$1,083,588

Up $16,548 (+1.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin88th percentile

Revenue

Down

$34,172

Down $10,971 (-24%) from 2019

Expenses

Down

$16,944

Down $69,228 (-80%) from 2019

Net Income

Up

$17,228

Up $58,257 (+142%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $1,384,523Liabilities 2011: $1,5402011Assets 2012: $1,366,294Liabilities 2012: $1,5402012Assets 2013: $1,392,772Liabilities 2013: $1,5402013Assets 2014: $1,381,679Liabilities 2014: $1,5402014Assets 2018: $593,069Liabilities 2018: $0Net Assets 2018: $593,0692018Assets 2019: $1,067,040Liabilities 2019: $0Net Assets 2019: $1,067,0402019Assets 2020: $1,083,588Liabilities 2020: $0Net Assets 2020: $1,083,5882020Assets 2021: $1,085,650Liabilities 2021: $0Net Assets 2021: $1,085,6502021Assets 2022: -$7Liabilities 2022: $0Net Assets 2022: -$72022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$1,083,588
Liabilities$0
Net Assets$1,083,588
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $60,566Expenses 2011: $75,128Net Income 2011: -$14,5622011Revenue 2012: $59,266Expenses 2012: $79,035Net Income 2012: -$19,7692012Revenue 2013: $115,153Expenses 2013: $87,137Net Income 2013: $28,0162013Revenue 2014: $40,589Expenses 2014: $71,952Net Income 2014: -$31,3632014Revenue 2018: $70,178Expenses 2018: $94,733Net Income 2018: -$24,5552018Revenue 2019: $45,143Expenses 2019: $86,172Net Income 2019: -$41,0292019Revenue 2020: $34,172Expenses 2020: $16,944Net Income 2020: $17,2282020Revenue 2021: $44,265Expenses 2021: $42,209Net Income 2021: $2,0562021Revenue 2022: $3,062Expenses 2022: $1,524,245Net Income 2022: -$1,521,1832022Revenue 2023: $87Expenses 2023: $3,011Net Income 2023: -$2,9242023

Highlighted filing

2020

Revenue$34,172
Expenses$16,944
Net Income$17,228
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
M JOSEPH BOWEPresident/DirecPT$0--
BARBARA FISCHERSecre/CFO/Direc-$0--
KAREN JOBEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Current Wisdom
EIN
95-3893988
Phone
7604711100
Address
950 BOARDWALK 201, SAN MARCOS, CA 92078

Signing Officer

Name
Barbara Fischer
Title
CFO
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Fischer & Ritchey LLP
Address
950 BOARDWALK STE 201, SAN MARCOS, CA 92078
Preparer
Barbara Fischer
Phone
7604711100
Raw XML Appendix271 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1SIMON PROPER (SPG+J)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt050053
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt065324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt047026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1101484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt250464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt064762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1201106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt291925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN FD CAP WORLD (FWGIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN FD GROWTH FD (GAFFX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN FD NEW (FNPFX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0270260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SPDR S&P 500 ETF (SPY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0615033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016885
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd01
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016885
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt017228
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt033595
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01815
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01815
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01815
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02500
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08407
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt011828
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013937
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0457
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt018700
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016944
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt034172
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013937
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt029951
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03644
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-09-24
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0680
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01084268
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01067040
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01083588
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt070475
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt070475
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt070475
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt070592
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0117
IRS990PF/DistributableAmountGrp/TotalTaxAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0187
IRS990PF/FMVAssetsEOYAmt01602451
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01067040
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt080035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt050053
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0198974
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0270260
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01433343
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0529585
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0903758
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021500
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt070592
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01411843
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01433343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0M JOSEPH BOWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA FISCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KAREN JOBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Direc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secre/CFO/Direc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0950 BOARDWALK SUITE 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1950 BOARDWALK SUITE 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2950 BOARDWALK SUITE 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN MARCOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN MARCOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN MARCOS
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02550
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02550
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07604711100
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt042984
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014344
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt042984
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02550
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042984
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024941
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Fischer & Ritchey LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0680
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Basis Adjustments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Attorney General Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA Secretary of State Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011828
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013937
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Charles Schwab
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013937
TaxesSchedule/TaxesDetail/Amt0457
TaxesSchedule/TaxesDetail/CategoryTxt0IRS Tax on Net Investment Income
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA FISCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CURRENT WISDOM
ReturnHeader/Filer/BusinessNameControlTxt0CURR
ReturnHeader/Filer/EIN0953893988
ReturnHeader/Filer/PhoneNum07604711100
ReturnHeader/Filer/USAddress/AddressLine1Txt0950 BOARDWALK 201
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743167873
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fischer & Ritchey LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 BOARDWALK STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MARCOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092078
ReturnHeader/PreparerPersonGrp/PhoneNum07604711100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Fischer
ReturnHeader/ReturnTs02021-11-12T11:07:29-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FISCHER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,083,588
Liabilities
$0
Net assets
$1,083,588
Revenue
$34,172
Expenses
$16,944
Net income
$17,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.52$1.52
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.03$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.07$0.09$0.02
2014Summary only. Only limited summary data is available for this year.$1.38$0.00$0.04$0.07$0.03
2013Summary only. Only limited summary data is available for this year.$1.39$0.00$0.12$0.09$0.03
2012Summary only. Only limited summary data is available for this year.$1.37$0.00$0.06$0.08$0.02
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.06$0.08$0.01