Civic Intelligence

Overcomers Outreach

990EZ • Fiscal year 2025 • EIN 95-4015179

Oct 01, 2024 to Sep 30, 2025 • Filed on Apr 08, 2026

Organization ProfileWWW.OVERCOMERSOUTREACH.ORG
6528 Greenleaf Avenue 223Whittier, CA 90601

(800) 310-3001

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

26th percentile

-10.0%

Higher net margin than 26% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

19th percentile

-25%

Faster asset growth than 19% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

-7.4%

Faster revenue growth than 36% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,885

Down $5,321 (-37%) from 2023

Net Assets

Down

$8,885

Down $5,321 (-37%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$29,826

Down $3,473 (-10%) from 2023

Expenses

Down

$32,799

Down $3,745 (-10%) from 2023

Net Income

Up

-$2,973

Up $272 (+8.4%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $5,455Liabilities 2011: $962Net Assets 2011: $4,4932011Assets 2012: $7,960Liabilities 2012: $1,585Net Assets 2012: $6,3752012Assets 2013: $11,021Liabilities 2013: $1,892Net Assets 2013: $9,1292013Assets 2014: $15,771Liabilities 2014: $25Net Assets 2014: $15,7462014Assets 2015: $13,622Liabilities 2015: $825Net Assets 2015: $12,7972015Assets 2016: $8,883Liabilities 2016: $134Net Assets 2016: $8,7492016Assets 2017: $14,747Liabilities 2017: $1,070Net Assets 2017: $13,6772017Assets 2018: $14,744Liabilities 2018: $1,302Net Assets 2018: $13,4422018Assets 2019: $16,943Liabilities 2019: $68Net Assets 2019: $16,8752019Assets 2020: $14,632Liabilities 2020: $37Net Assets 2020: $14,5952020Assets 2021: $9,031Net Assets 2021: $9,0312021Assets 2022: $15,773Net Assets 2022: $15,7732022Assets 2023: $14,206Net Assets 2023: $14,2062023Assets 2025: $8,885Net Assets 2025: $8,8852025

Highlighted filing

2025

Assets$8,885
Liabilities-
Net Assets$8,885
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $49,818Expenses 2011: $54,566Net Income 2011: -$4,7482011Revenue 2012: $46,098Expenses 2012: $44,216Net Income 2012: $1,8822012Expenses 2013: $44,8672013Revenue 2014: $50,243Expenses 2014: $43,626Net Income 2014: $6,6172014Revenue 2015: $44,023Expenses 2015: $46,972Net Income 2015: -$2,9492015Revenue 2016: $48,781Expenses 2016: $52,695Net Income 2016: -$3,9142016Revenue 2017: $54,151Expenses 2017: $49,223Net Income 2017: $4,9282017Revenue 2018: $51,026Expenses 2018: $51,261Net Income 2018: -$2352018Revenue 2019: $50,561Expenses 2019: $47,128Net Income 2019: $3,4332019Revenue 2020: $37,164Expenses 2020: $39,621Net Income 2020: -$2,4572020Revenue 2021: $30,951Expenses 2021: $36,552Net Income 2021: -$5,6012021Revenue 2022: $30,459Expenses 2022: $35,491Net Income 2022: -$5,0322022Revenue 2023: $33,299Expenses 2023: $36,544Net Income 2023: -$3,2452023Revenue 2025: $29,826Expenses 2025: $32,799Net Income 2025: -$2,9732025

Highlighted filing

2025

Revenue$29,826
Expenses$32,799
Net Income-$2,973
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Apr 8, 2026
Return Version
2024v5.2
Gross Receipts
$29,826
Mission and Program Overview

Mission

To provide tools from a biblical perspective for recovery that instills daily encouragement, gives clear direction and provides life-long hope through jesus christ to anyone who has an addiction, compulsion or dependencies. Overcomers outreach is a bridge between the chruch and the secular twelve step programs.

Program Services

DescriptionGrantsExpenses
OVERCOMERS OUTREACH CHEMICAL DEPENDENCY SUPPORT GROUPS--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTE KACKERTDirector-$0--
LEONARD ESSEDirector-$0--
COLLEEN SOUTHERNSecretary-$0--
LOUIE LOYDirector-$0--
PEGGY MCGUINDirector-$0--
JEFF MACLEODDirectorPT$0--
JEFF MORSERChairman-$0--
DOUG WILLIAMSONTreasurer-$0--
LISA BASSExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Overcomers Outreach
EIN
95-4015179
Phone
8003103001
Address
6528 GREENLEAF AVENUE 223, WHITTIER, CA 90601

Signing Officer

Name
Lisa Bass
Title
Executive Director
Signed
2026-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Ultra Financial Services
Address
6528 GREENLEAF AVENUE SUITE 122, WHITTIER, CA 90601
Preparer
Mark Sanchez
Phone
5626964670
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $695”

Other Expenses.1

“RENT $9600”

Other Expenses.2

“MATERIAL $5789”

Other Expenses.3

“Postage/mailing service $1816”

Other Expenses.4

“Telephone & internet $1493”

Other Expenses.5

“TAXES $1178”

Other Expenses.6

“PAYROLL SERVICE FEE $672”

Other Expenses.7

“PAYPAL FEES $471”

Other Expenses.8

“Books, subscriptions $316”

Other Expenses.9

“OTHER COSTS $100”

Other Expenses.10

“WEB HOSTING $96”

Other Expenses.11

“CHARITABLE DONATIONS $71”

Other Expenses.12

“MERCHANT FEES $61”

Other Expenses.13

“BANK CHARGES $48”

Other Expenses.14

“CHARGEBACK $45”

Other Expenses.16

“SUPPLIES $-5”

Other Expenses.17

“SHIPPING COSTS $-27”

Other Expenses.18

“TRAINING EXPENSES $-34”

Other Assets.1002

“Furniture and Fixtures - Beginning $183 Furniture and Fixtures - Ending $0”

Other Assets.1005

“Accounts Receivable - Beginning $599 Accounts Receivable - Ending $602”

Other Assets.1010

“Inventories - Beginning $4513 Inventories - Ending $4328”

Raw XML Appendix194 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08003103001
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06528 GREENLEAF AVENUE 223
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITTIER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06563
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03955
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029826
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2973
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011858
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08885
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt029826
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011858
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08885
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011858
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08885
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETTE KACKERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEONARD ESSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLEEN SOUTHERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LOUIE LOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PEGGY MCGUIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFF MACLEOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEFF MORSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DOUG WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LISA BASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05295
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04930
IRS990EZ/OtherExpensesTotalAmt022385
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TOOLS FROM A BIBLICAL PERSPECTIVE FOR RECOVERY THAT INSTILLS DAILY ENCOURAGEMENT, GIVES CLEAR DIRECTION AND PROVIDES LIFE-LONG HOPE THROUGH JESUS CHRIST TO ANYONE WHO HAS AN ADDICTION, COMPULSION OR DEPENDENCIES. OVERCOMERS OUTREACH IS A BRIDGE BETWEEN THE CHRUCH AND THE SECULAR TWELVE STEP PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OVERCOMERS OUTREACH CHEMICAL DEPENDENCY SUPPORT GROUPS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010414
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032799
IRS990EZ/TotalRevenueAmt029826
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OVERCOMERSOUTREACH.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt032209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030241
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0126686
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0126686
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029826
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt032209
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt030241
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03459
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030951
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0126686
IRS990ScheduleA/TotalSupportAmt0126686
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RENT $9600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MATERIAL $5789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POSTAGE/MAILING SERVICE $1816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TELEPHONE & INTERNET $1493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAXES $1178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAYROLL SERVICE FEE $672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PAYPAL FEES $471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOOKS, SUBSCRIPTIONS $316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OTHER COSTS $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WEB HOSTING $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CHARITABLE DONATIONS $71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MERCHANT FEES $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BANK CHARGES $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14CHARGEBACK $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SUPPLIES $-5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SHIPPING COSTS $-27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TRAINING EXPENSES $-34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Furniture and Fixtures - Beginning $183 Furniture and Fixtures - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Accounts Receivable - Beginning $599 Accounts Receivable - Ending $602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Inventories - Beginning $4513 Inventories - Ending $4328
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Assets.1010
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA BASS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OVERCOMERS OUTREACH
ReturnHeader/Filer/BusinessNameControlTxt0OVER
ReturnHeader/Filer/EIN0954015179
ReturnHeader/Filer/PhoneNum08003103001
ReturnHeader/Filer/USAddress/AddressLine1Txt06528 GREENLEAF AVENUE 223
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274932889
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ULTRA FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06528 GREENLEAF AVENUE SUITE 122
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITTIER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090601
ReturnHeader/PreparerPersonGrp/PhoneNum05626964670
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Sanchez
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-04-08T05:34:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,885
Liabilities
-
Net assets
$8,885
Revenue
$29,826
Expenses
$32,799
Net income
-$2,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.89$8.89$29.8$32.8$2.97
2023Detailed filing. Detailed filing data is available for this year.$14.2$14.2$33.3$36.5$3.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$15.8$30.5$35.5$5.03
2021Detailed filing. Detailed filing data is available for this year.$9.03$9.03$31.0$36.6$5.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.04$14.6$37.2$39.6$2.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$0.07$16.9$50.6$47.1$3.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$1.30$13.4$51.0$51.3$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$1.07$13.7$54.2$49.2$4.93
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.88$0.13$8.75$48.8$52.7$3.91
2015Detailed filing. Detailed filing data is available for this year.$13.6$0.83$12.8$44.0$47.0$2.95
2014Detailed filing. Detailed filing data is available for this year.$15.8$0.03$15.7$50.2$43.6$6.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$1.89$9.13$44.9
2012Summary only. Only limited summary data is available for this year.$7.96$1.59$6.38$46.1$44.2$1.88
2011Summary only. Only limited summary data is available for this year.$5.46$0.96$4.49$49.8$54.6$4.75