Civic Intelligence

The Trumbull Rotary Foundation Inc

990EZ • Fiscal year 2020 • EIN 06-1503380

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2020

P O Box 283Trumbull, CT 06611

(203) 375-8499

Siviq Scores

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

Liabilities / Assets

88th percentile

0.50x

Higher debt load relative to assets than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

97th percentile

2.14x

Higher debt load relative to revenue than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-547%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-81%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$49,542

Down $38,489 (-44%) from 2019

Net Assets

Down

$24,855

Down $63,176 (-72%) from 2019

Liabilities

Up

$24,687

Up $24,687 from 2019

Revenue

Down

$11,554

Down $50,540 (-81%) from 2019

Expenses

Down

$74,730

Down $21,903 (-23%) from 2019

Net Income

Down

-$63,176

Down $28,637 (-83%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $25,750Liabilities 2011: $02011Assets 2012: $79,643Net Assets 2012: $79,6432012Assets 2013: $106,859Liabilities 2013: $0Net Assets 2013: $106,8592013Assets 2014: $129,490Liabilities 2014: $0Net Assets 2014: $129,4902014Assets 2015: $137,160Liabilities 2015: $0Net Assets 2015: $137,1602015Assets 2016: $120,435Liabilities 2016: $0Net Assets 2016: $120,4352016Assets 2017: $133,106Liabilities 2017: $0Net Assets 2017: $133,1062017Assets 2018: $122,570Liabilities 2018: $0Net Assets 2018: $122,5702018Assets 2019: $88,031Liabilities 2019: $0Net Assets 2019: $88,0312019Assets 2020: $49,542Liabilities 2020: $24,687Net Assets 2020: $24,8552020Assets 2021: $32,485Liabilities 2021: $23,177Net Assets 2021: $9,3082021Assets 2022: $71,344Liabilities 2022: $37,714Net Assets 2022: $33,6302022Assets 2023: $211,262Liabilities 2023: $65,898Net Assets 2023: $145,3642023Assets 2024: $179,483Liabilities 2024: $62,928Net Assets 2024: $116,5552024

Highlighted filing

2020

Assets$49,542
Liabilities$24,687
Net Assets$24,855

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $43,537Expenses 2011: $17,787Net Income 2011: $25,7502011Revenue 2012: $74,666Expenses 2012: $20,773Net Income 2012: $53,8932012Revenue 2013: $63,500Expenses 2013: $36,284Net Income 2013: $27,2162013Revenue 2014: $59,726Expenses 2014: $37,145Net Income 2014: $22,5812014Revenue 2015: $72,026Expenses 2015: $64,356Net Income 2015: $7,6702015Revenue 2016: $77,586Expenses 2016: $94,311Net Income 2016: -$16,7252016Revenue 2017: $113,931Expenses 2017: $101,260Net Income 2017: $12,6712017Revenue 2018: $94,100Expenses 2018: $104,636Net Income 2018: -$10,5362018Revenue 2019: $62,094Expenses 2019: $96,633Net Income 2019: -$34,5392019Revenue 2020: $11,554Expenses 2020: $74,730Net Income 2020: -$63,1762020Revenue 2021: $19,393Expenses 2021: $34,940Net Income 2021: -$15,5472021Revenue 2022: $90,539Expenses 2022: $66,217Net Income 2022: $24,3222022Revenue 2023: $203,401Expenses 2023: $91,667Net Income 2023: $111,7342023Revenue 2024: $48,494Expenses 2024: $77,304Net Income 2024: -$28,8102024

Highlighted filing

2020

Revenue$11,554
Expenses$74,730
Net Income-$63,176
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2020
Return Version
2019v5.1
Gross Receipts
$23,452
Mission and Program Overview

Mission

Support education and charitable purposes

Program Services

DescriptionGrantsExpenses
PROVIDES SCHOLARSHIPS TO HIGH SCHOOL STUDENTS. SUPPORTSTHE SCHOOL SYSTEM AND CONTRIBUTES TO LOCAL, NATIONALAND INTERNATIONAL CHARITIES$62,240$62,240
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM COSTELLOPresidentPT$0--
FAITH MARIE DOUGLASSPresident Elect-$0--
EDWARD SHAPIROTreasurer-$0--
KELLY MIYAKISecretary-$0--
SUSAN STONOHASergeant At Arms-$0--
AMY CAROL DOMINGUEZFoundation Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival----
Golf Tournament----
Filing and Contact Details

Filer

Filer Name
The Trumbull Rotary Foundation Inc
EIN
06-1503380
Phone
2033758499
Address
P O BOX 283, TRUMBULL, CT 06611

Signing Officer

Name
Edward Shapiro
Title
Treasurer
Phone
2033758499
Signed
2020-05-14
Discuss with paid preparer
Yes

Preparer

Firm
J Preston Merritt CPA
Address
136 N STOWE PL, TRUMBULL, CT 06611
Preparer
J Preston Merritt
Phone
2033758499
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Charitable donation; donation; various organizations : receiving under $5,000, trumbull, ct, ; none, 44740.

Form 990EZ, Part I, Line 10

Charitable donation; donation; bridgeport rescue mission: po box 9057, bridgeport, ct, 06605; none, 17500.

Form 990EZ, Part I, Line 16

Advertising and promotions 328.

Form 990EZ, Part I, Line 16

Depreciation 0.

Form 990EZ, Part I, Line 16

OFFICE EXPENSE 259.

Form 990EZ, Part I, Line 16

INSURANCE 537.

Form 990EZ, Part I, Line 16

BANK SERVICE CHARGES 6.

Form 990EZ, Part I, Line 16

POSTAGE 55.

Form 990EZ, Part I, Line 16

SERVICE PROJECTS 11305.

Form 990EZ, Part II, Line 26

Due to rotary club 0. 19687.

Form 990EZ, Part II, Line 26

Prepaid corporate sponsorship 0. 5000.

Raw XML Appendix189 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0EDWARD SHAPIRO
IRS990EZ/BooksInCareOfDetail/PhoneNum02036101563
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 283
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRUMBULL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006611
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088031
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049542
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07300
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-63176
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088031
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049542
IRS990EZ/FundraisingGrossIncomeAmt016011
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt062240
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt023452
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0141
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088031
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024855
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088031
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024855
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM COSTELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FAITH MARIE DOUGLASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EDWARD SHAPIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY MIYAKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN STONOHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMY CAROL DOMINGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SERGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FOUNDATION CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012490
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATION AND CHARITABLE PURPOSES
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES SCHOLARSHIPS TO HIGH SCHOOL STUDENTS. SUPPORTSTHE SCHOOL SYSTEM AND CONTRIBUTES TO LOCAL, NATIONALAND INTERNATIONAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt062240
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062240
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011898
IRS990EZ/SpecialEventsNetIncomeLossAmt04113
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt024687
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074730
IRS990EZ/TotalProgramServiceExpensesAmt062240
IRS990EZ/TotalRevenueAmt011554
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013253
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045396
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0232
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0232
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0232
IRS990ScheduleA/InvestmentIncomeCYPct00.00510
IRS990ScheduleA/InvestmentIncomePYPct00.01070
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99490
IRS990ScheduleA/PublicSupportPY509Pct00.98930
IRS990ScheduleA/PublicSupportTotal509Amt045396
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06050
IRS990ScheduleA/Total509Grp/TotalAmt045396
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt045628
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE DONATION; DONATION; VARIOUS ORGANIZATIONS : RECEIVING UNDER $5,000, TRUMBULL, CT, ; NONE, 44740.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE DONATION; DONATION; BRIDGEPORT RESCUE MISSION: PO BOX 9057, BRIDGEPORT, CT, 06605; NONE, 17500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADVERTISING AND PROMOTIONS 328.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE EXPENSE 259.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 537.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK SERVICE CHARGES 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7POSTAGE 55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SERVICE PROJECTS 11305.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUE TO ROTARY CLUB 0. 19687.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PREPAID CORPORATE SPONSORSHIP 0. 5000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD SHAPIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02033758499
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TRUMBULL ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TRUM
ReturnHeader/Filer/EIN0061503380
ReturnHeader/Filer/PhoneNum02033758499
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 283
ReturnHeader/Filer/USAddress/CityNm0TRUMBULL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J PRESTON MERRITT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0136 N STOWE PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRUMBULL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006611
ReturnHeader/PreparerPersonGrp/PhoneNum02033758499
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J Preston Merritt
ReturnHeader/ReturnTs02021-05-17T18:21:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.63$1.17$0.48$0.77$0.29
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.66$1.45$2.03$0.92$1.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.38$0.34$0.91$0.66$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.23$0.09$0.19$0.35$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.25$0.25$0.12$0.75$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.62$0.97$0.35
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.94$1.05$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$1.14$1.01$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.78$0.94$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.72$0.64$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.60$0.37$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.64$0.36$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.80$0.75$0.21$0.54
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.44$0.18$0.26