Civic Intelligence

Marina Benefit Plan for the Real Estate Industry in Ca

990 • Fiscal year 2023 • EIN 95-4169667

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileN/A
8493 Farralone Ave 101West Hills, CA 91304

(310) 617-6895

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.00x

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

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$952

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Asset Growth

34th percentile

-4.3%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2020 to 2023

Revenue Growth

91st percentile

68%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$566,422

Down $80,072 (-12%) from 2020

Net Assets

Down

$566,422

Down $80,072 (-12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin72nd percentile

Revenue

Up

$113,396

Up $89,650 (+378%) from 2020

Expenses

Up

$96,805

Up $58,962 (+156%) from 2020

Net Income

Up

$16,591

Up $30,688 (+218%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,375,103Liabilities 2010: $0Net Assets 2010: $1,375,1032010Assets 2011: $1,281,386Liabilities 2011: $0Net Assets 2011: $1,281,3862011Assets 2012: $1,166,792Liabilities 2012: $0Net Assets 2012: $1,166,7922012Assets 2013: $1,052,706Liabilities 2013: $0Net Assets 2013: $1,052,7062013Assets 2014: $920,911Liabilities 2014: $0Net Assets 2014: $920,9112014Assets 2015: $717,307Liabilities 2015: $0Net Assets 2015: $717,3072015Assets 2016: $715,668Liabilities 2016: $0Net Assets 2016: $715,6682016Assets 2017: $712,810Liabilities 2017: $0Net Assets 2017: $712,8102017Assets 2018: $715,652Liabilities 2018: $0Net Assets 2018: $715,6522018Assets 2019: $660,591Liabilities 2019: $0Net Assets 2019: $660,5912019Assets 2020: $646,494Liabilities 2020: $0Net Assets 2020: $646,4942020Assets 2023: $566,422Liabilities 2023: $0Net Assets 2023: $566,4222023Assets 2024: $546,632Liabilities 2024: $0Net Assets 2024: $546,6322024

Highlighted filing

2023

Assets$566,422
Liabilities$0
Net Assets$566,422
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $232,2582010Expenses 2011: $163,1082011Expenses 2012: $372,5122012Revenue 2013: $153,831Expenses 2013: $267,917Net Income 2013: -$114,0862013Revenue 2014: $445,085Expenses 2014: $576,880Net Income 2014: -$131,7952014Revenue 2015: $170,664Expenses 2015: $374,268Net Income 2015: -$203,6042015Revenue 2016: $76,939Expenses 2016: $78,578Net Income 2016: -$1,6392016Revenue 2017: $34,718Expenses 2017: $37,576Net Income 2017: -$2,8582017Revenue 2018: $29,087Expenses 2018: $26,245Net Income 2018: $2,8422018Revenue 2019: $30,514Expenses 2019: $85,575Net Income 2019: -$55,0612019Revenue 2020: $23,746Expenses 2020: $37,843Net Income 2020: -$14,0972020Revenue 2023: $113,396Expenses 2023: $96,805Net Income 2023: $16,5912023Revenue 2024: $42,947Expenses 2024: $62,737Net Income 2024: -$19,7902024

Highlighted filing

2023

Revenue$113,396
Expenses$96,805
Net Income$16,591
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$113,396
Mission and Program Overview

Mission

NONE

To provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$549,831$566,422▲ $16,591
Savings and Temporary Cash Investments$26,365$107,837▲ $81,472
Investments in Publicly Traded Securities$4--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$549,831$566,422▲ $16,591
Other Assets Total$523,462$458,585▼ $64,877
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$549,831$566,422▲ $16,591
Total Liabilities and Net Assets / Fund Balance$549,831$566,422▲ $16,591

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$458,585--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleOtherTotal
-Trustee$952$952
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$21,414
Other Revenue
$91,982
Change in Net Assets
$16,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,793
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
Benefits to Members---$8,012
Other Expenses---$-3,956
Total Functional Expenses$0$0$0$96,805
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
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 B, Line 11B

“The 990 is reviewed by the trustee and/or plan administrator before its filing.”

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

“The bank trustee and court appointed independent named fiduciary report periodically to the plan participants.”

Form 990, Part VI, Section C, Line 19

“The organization is not a public charity. It is an employee benefits association and is not subject to public inspection rules as such.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“U.s. Bank - 633 w. 5th street, los angeles, ca 90071.”

Filing and Contact Details

Filer

Filer Name
Marina Benefit Plan for the
EIN
95-4169667
Phone
3106176895
Address
8493 FARRALONE AVE 101, WEST HILLS, CA 91304

Signing Officer

Name
US Bank
Title
Trustee
Phone
3106176895
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benefits Coordinators in
Formed
1995
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Kkaj Llp
Address
27200 TOURNEY ROAD STE 475, VALENCIA, CA 91355
Preparer
Robert Jensen Jr CPA
Phone
6617054222
Raw XML Appendix253 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/TotalAmt08012
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK
IRS990/BooksInCareOfDetail/PhoneNum02136156804
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0633 W 5TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090071
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt08012
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt021414
IRS990/CYOtherExpensesAmt088793
IRS990/CYOtherRevenueAmt091982
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt016591
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt096805
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0113396
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE POST-RETIRMENT MEDICAL, LIFE INSURANCE, AND OTHER MISCELLANEOUS BENEFITS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0US BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0952
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0113396
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt021414
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021414
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0549831
IRS990/NetAssetsOrFundBalancesEOYAmt0566422
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0523462
IRS990/OtherAssetsTotalGrp/EOYAmt0458585
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATION
IRS990/OtherExpensesGrp/Desc2SHARED (INCOME)/EXPENSE
IRS990/OtherExpensesGrp/TotalAmt055742
IRS990/OtherExpensesGrp/TotalAmt137007
IRS990/OtherExpensesGrp/TotalAmt2-3956
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/BusinessCd1900001
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE PROCEEDS
IRS990/OtherRevenueMiscGrp/Desc1NET GAIN ON INVESTMENT
IRS990/OtherRevenueMiscGrp/ExclusionAmt091983
IRS990/OtherRevenueMiscGrp/ExclusionAmt1-1
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt091983
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-1
IRS990/OtherRevenueTotalAmt091982
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BENEFITS COORDINATORS IN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt016591
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0549831
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0566422
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026365
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0107837
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0458585
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INSURANCE CONTRACTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0458585
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE TRUSTEE AND/OR PLAN ADMINISTRATOR BEFORE ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BANK TRUSTEE AND COURT APPOINTED INDEPENDENT NAMED FIDUCIARY REPORT PERIODICALLY TO THE PLAN PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS NOT A PUBLIC CHARITY. IT IS AN EMPLOYEE BENEFITS ASSOCIATION AND IS NOT SUBJECT TO PUBLIC INSPECTION RULES AS SUCH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3U.S. BANK - 633 W. 5TH STREET, LOS ANGELES, CA 90071.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0549831
IRS990/TotalAssetsEOYAmt0566422
IRS990/TotalAssetsGrp/BOYAmt0549831
IRS990/TotalAssetsGrp/EOYAmt0566422
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt096805
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0549831
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0566422
IRS990/TotalOtherCompensationAmt0952
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0113396
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0113396
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0549831
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0566422
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08493 FARRALONE AVE 101
IRS990/USAddress/CityNm0WEST HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091304
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0US BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03106176895
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARINA BENEFIT PLAN FOR THE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REAL ESTATE INDUSTRY IN CA
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0954169667
ReturnHeader/Filer/PhoneNum03106176895
ReturnHeader/Filer/USAddress/AddressLine1Txt08493 FARRALONE AVE 101
ReturnHeader/Filer/USAddress/CityNm0WEST HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091304
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463462919
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KKAJ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027200 TOURNEY ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VALENCIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06617054222
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT JENSEN JR CPA
ReturnHeader/ReturnTs02024-05-15T09:42:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0US
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$566,422
Liabilities
$0
Net assets
$566,422
Revenue
$113,396
Expenses
$96,805
Net income
$16,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.04$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.11$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.02$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.03$0.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.03$0.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.03$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.17$0.37$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.45$0.58$0.13
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.15$0.27$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.23