Civic Intelligence

Autism Foundation of the Carolinas

990 • Fiscal year 2014 • EIN 06-1801739

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 17, 2014

2229 Westminster PlaceCharlotte, NC 28207

(704) 910-4512

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2014 filings • NTEE G • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

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

2014 filings • NTEE G • <$500k nonprofits • Source year 2014

Net Margin

62nd percentile

19%

Higher net margin than 62% of similar nonprofits.

2014 filings • NTEE G • <$500k nonprofits • Source year 2014

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2014 filings • NTEE G • <$500k nonprofits • Source year 2014

Asset Growth

77th percentile

49%

Faster asset growth than 77% of similar nonprofits.

2014 filings • NTEE G • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

45%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • NTEE G • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$165,253

Up $54,388 (+49%) from 2013

Net Assets

Up

$165,253

Up $54,388 (+49%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$289,345

Up $89,623 (+45%) from 2013

Expenses

Up

$234,958

Up $62,495 (+36%) from 2013

Net Income

Up

$54,387

Up $27,128 (+100%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $10,632Liabilities 2011: $02011Assets 2012: $83,606Liabilities 2012: $02012Assets 2013: $110,865Liabilities 2013: $0Net Assets 2013: $110,8652013Assets 2014: $165,253Liabilities 2014: $0Net Assets 2014: $165,2532014Assets 2015: $349,236Liabilities 2015: $0Net Assets 2015: $349,2362015Assets 2016: $383,535Liabilities 2016: $326Net Assets 2016: $383,2092016Assets 2017: $534,807Liabilities 2017: $111,259Net Assets 2017: $423,5482017Assets 2018: $506,198Liabilities 2018: $14,001Net Assets 2018: $492,1972018Assets 2019: $469,597Liabilities 2019: $4,142Net Assets 2019: $465,4552019Assets 2020: $354,776Liabilities 2020: $1,655Net Assets 2020: $353,1212020Assets 2021: $536,845Liabilities 2021: $1,176Net Assets 2021: $535,6692021Assets 2022: $397,123Liabilities 2022: $3,100Net Assets 2022: $394,0232022Assets 2023: $603,956Liabilities 2023: $9,220Net Assets 2023: $594,7362023Assets 2024: $580,311Liabilities 2024: $23,214Net Assets 2024: $557,0972024

Highlighted filing

2014

Assets$165,253
Liabilities$0
Net Assets$165,253

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $63,101Expenses 2011: $95,386Net Income 2011: -$32,2852011Revenue 2012: $179,615Expenses 2012: $106,641Net Income 2012: $72,9742012Revenue 2013: $199,722Expenses 2013: $172,463Net Income 2013: $27,2592013Revenue 2014: $289,345Expenses 2014: $234,958Net Income 2014: $54,3872014Revenue 2015: $482,719Expenses 2015: $298,736Net Income 2015: $183,9832015Revenue 2016: $455,052Expenses 2016: $421,079Net Income 2016: $33,9732016Revenue 2017: $525,656Expenses 2017: $485,289Net Income 2017: $40,3672017Revenue 2018: $678,907Expenses 2018: $610,258Net Income 2018: $68,6492018Revenue 2019: $476,994Expenses 2019: $503,736Net Income 2019: -$26,7422019Revenue 2020: $353,792Expenses 2020: $447,401Net Income 2020: -$93,6092020Revenue 2021: $522,763Expenses 2021: $340,210Net Income 2021: $182,5532021Revenue 2022: $141,755Expenses 2022: $283,312Net Income 2022: -$141,5572022Revenue 2023: $568,584Expenses 2023: $365,097Net Income 2023: $203,4872023Revenue 2024: $495,750Expenses 2024: $533,389Net Income 2024: -$37,6392024

Highlighted filing

2014

Revenue$289,345
Expenses$234,958
Net Income$54,387
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$326,792
Mission and Program Overview

Mission

To help children with autism achieve their full potential

To serve and integrate children and families dealing with autism in the charlotte, north carolina and surrounding areas through our inclusion-based programs and community partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$84,894$93,838▲ $8,944
Cash and Non-Interest-Bearing Accounts$25,254$71,415▲ $46,161
Prepaid Expenses and Deferred Charges$718--
Total Assets$110,866$165,253▲ $54,387
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$110,866$165,253▲ $54,387
Total Net Assets Fund Balance$110,866$165,253▲ $54,387
Total Liabilities and Net Assets / Fund Balance$110,866$165,253▲ $54,387
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lori SchleicherChairman
Lee JamesVice Chairma
Isabel OwenExecutive Di
Michelle NebrigSecretary
Marjorie Serralles-russellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$289,935
Program Service Revenue
$11,445
Investment Income
$80
Other Revenue
$-12,115
All Other Contributions
$226,947
Change in Net Assets
$54,387

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$28,000Trading Price
Total Noncash Contributions1$28,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$144,483
Other Expenses$59,589
Grants and Similar Amounts Paid$30,886
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$103,675$27,226-$130,901
Grants to Domestic Individuals$20,410--$20,410
Fees for Services Other$16,138$791-$16,929
Office Expenses$4,894$7,293-$12,187
Grants to Domestic Orgs$10,476--$10,476
Other Expenses$7,142$3,093-$10,235
Payroll Taxes$7,120$2,737-$9,857
Advertising-$8,136-$8,136
Occupancy-$8,006-$8,006
Other Employee Benefits$3,725--$3,725
Information Technology-$3,024-$3,024
Insurance-$1,072-$1,072
Total Functional Expenses$173,580$61,378$0$234,958
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
56-1045299-501c3Afterschool Program$8,631
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,447
Fundraising Gross Income$25,332
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$46,758$7,875$3,474$4,401
Event 2$25,195$1,090$4,153$-3,063
Total Events$88,319$25,331$36,037$-10,706
Political and Lobbying Activity
Political campaign activity
No
Lobbying 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
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 1A

The board of directors, by resolution adopted by a majority of the total number of directors then in office, may designate an executive committee that shall have and may exercise the authority of the board of director in the management of the organization except as expressly prohibited by law, or may advise the board of directors as to one or more areas of operation of the organization.

Form 990, Page 6, Part VI, Line 11B

The return was prepared by an independent accountant with assistance and oversight by members of the governing body. Upon completion and review, the return was provided to each voting board member prior to subsmission to the irs.

Form 990, Page 6, Part VI, Line 12C

The bylaws of the organization prohibit neither the organization nor a director to engage in a conflict of interest transaction except as permitted by state or other appropriate law. Directors are not allowed to participate in the selection of proposals where a conflict appears to exist. The conflict of interest policy is reviewed annually by the board of directors and considered prior to each significant discussion or vote.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request by contacting the organization's administrative office.

Filing and Contact Details

Filer

EIN
06-1801739
Phone
7049104512

Signing Officer

Name
Lori B Schleicher
Title
Chairman
Phone
7049104512
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Isabel Owen
Formed
2006
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
4
Volunteers
200

Preparer

Preparer
Rufus Dollar
Phone
8282599900
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

University autism outreach program: connects local college students at seven major academic institutions who want experience in autism with local families who need help. - this program serves students in spring, fall, and summer semesters. Students work with children in the home, at school,and within our programs. Students also get extra hours working at four special needs schools we partner with for this purpose. University partners: davidson, uncc, queens, cpcc, johnson c. Smith, winthrop, and wingate. Future plans include developing and maintaining a new relationship with belmont abbey and gaston community college, and to continue to explore ways to increase our capacity to serve to the latino community.

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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/ProgSrvcAccomActyOtherGrp/Desc0UNIVERSITY AUTISM OUTREACH PROGRAM: CONNECTS LOCAL COLLEGE STUDENTS AT SEVEN MAJOR ACADEMIC INSTITUTIONS WHO WANT EXPERIENCE IN AUTISM WITH LOCAL FAMILIES WHO NEED HELP. - THIS PROGRAM SERVES STUDENTS IN SPRING, FALL, AND SUMMER SEMESTERS. STUDENTS WORK WITH CHILDREN IN THE HOME, AT SCHOOL,AND WITHIN OUR PROGRAMS. STUDENTS ALSO GET EXTRA HOURS WORKING AT FOUR SPECIAL NEEDS SCHOOLS WE PARTNER WITH FOR THIS PURPOSE. UNIVERSITY PARTNERS: DAVIDSON, UNCC, QUEENS, CPCC, JOHNSON C. SMITH, WINTHROP, AND WINGATE. FUTURE PLANS INCLUDE DEVELOPING AND MAINTAINING A NEW RELATIONSHIP WITH BELMONT ABBEY AND GASTON COMMUNITY COLLEGE, AND TO CONTINUE TO EXPLORE WAYS TO INCREASE OUR CAPACITY TO SERVE TO THE LATINO COMMUNITY.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0840458
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IRS990ScheduleA/PublicSupportPY170Pct00.79000
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0840458
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07926
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01360
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt02013
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016366
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016366
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025331
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ROCK & ROAST
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0INSPIRATION & I
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10706
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09948
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017575
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04369
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06738
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020410
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/RecipientTable/CashGrantAmt08631
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0AFTERSCHOOL PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10YMCA OF GREATER CHARLOTTE
IRS990ScheduleI/RecipientTable/RecipientEIN0561045299
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10500 E MOREHEAD ST SUITE 300
IRS990ScheduleI/RecipientTable/USAddress/City0CHARLOTTE
IRS990ScheduleI/RecipientTable/USAddress/State0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode028202
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION OPERATES ITS AFTERSCHOOL PROGRAM FOR CHILDREN WITH AUTISM IN EXISTING TYPICAL AFTER SCHOOL PROGRAMS WITH THE YMCA OF GREATER CHARLOTTE (YMCA) AND THE CHARLOTTE MECKLENBURG BOARD OF EDUCATION (CMS). THIS ALLOWS ACCESS TO TYPICAL PEERS. THE ORGANIZATION DOES NOT DUPLICATE SERVICES OFFERED BY THE EXISTING AFTER SCHOOL PROGRAMS. GRANTS TO THE YMCA AND CMS SERVE TO OFFSET THE NET OPERATING LOSS OF THE PROGRAM, GIVEN ITS STAFFING RATIO OF ONE TEACHER TO THREE CHILDREN WITH AUTISM. OPERATING LOSS IS CALCULATED BASED UPON DIRECT REVENUE (PROGRAM FEES) AND DIRECT EXPENSES (STAFFING AND MATERIAL COSTS) ONLY. NO OVERHEAD OR INDIRECT COSTS ARE CHARGED TO THE ORGANIZATION BY THE YMCA AND CMS. THE YMCA AND CMS COLLECT AND ACCOUNT FOR THE REVENUE ON THEIR FINANCIAL STATEMENTS. IN ADDITION, THE STAFF ARE EMPLOYEES OF THE YMCA AND CMS, EVEN THOUGH MANAGED BY AUTISM FOUNDATION EMPLOYEES (THE PROGRAM MANAGER AND THE PROGRAM DIRECTOR). THESE EMPLOYEES MANAGE AND MONITOR THE PROGRAM, ENSURING FUNDS ARE BEING SPENT ACCORDING TO THE LETTER OF AGREEMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0TRADING PRICE
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt028000
IRS990ScheduleM/ThirdPartiesUsedInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNIVERSITY AUTISM OUTREACH PROGRAM: CONNECTS LOCAL COLLEGE STUDENTS AT SEVEN MAJOR ACADEMIC INSTITUTIONS WHO WANT EXPERIENCE IN AUTISM WITH LOCAL FAMILIES WHO NEED HELP. - THIS PROGRAM SERVES STUDENTS IN SPRING, FALL, AND SUMMER SEMESTERS. STUDENTS WORK WITH CHILDREN IN THE HOME, AT SCHOOL,AND WITHIN OUR PROGRAMS. STUDENTS ALSO GET EXTRA HOURS WORKING AT FOUR SPECIAL NEEDS SCHOOLS WE PARTNER WITH FOR THIS PURPOSE. UNIVERSITY PARTNERS: DAVIDSON, UNCC, QUEENS, CPCC, JOHNSON C. SMITH, WINTHROP, AND WINGATE. FUTURE PLANS INCLUDE DEVELOPING AND MAINTAINING A NEW RELATIONSHIP WITH BELMONT ABBEY AND GASTON COMMUNITY COLLEGE, AND TO CONTINUE TO EXPLORE WAYS TO INCREASE OUR CAPACITY TO SERVE TO THE LATINO COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE TOTAL NUMBER OF DIRECTORS THEN IN OFFICE, MAY DESIGNATE AN EXECUTIVE COMMITTEE THAT SHALL HAVE AND MAY EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTOR IN THE MANAGEMENT OF THE ORGANIZATION EXCEPT AS EXPRESSLY PROHIBITED BY LAW, OR MAY ADVISE THE BOARD OF DIRECTORS AS TO ONE OR MORE AREAS OF OPERATION OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MEMBERS OF THE GOVERNING BODY. UPON COMPLETION AND REVIEW, THE RETURN WAS PROVIDED TO EACH VOTING BOARD MEMBER PRIOR TO SUBSMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BYLAWS OF THE ORGANIZATION PROHIBIT NEITHER THE ORGANIZATION NOR A DIRECTOR TO ENGAGE IN A CONFLICT OF INTEREST TRANSACTION EXCEPT AS PERMITTED BY STATE OR OTHER APPROPRIATE LAW. DIRECTORS ARE NOT ALLOWED TO PARTICIPATE IN THE SELECTION OF PROPOSALS WHERE A CONFLICT APPEARS TO EXIST. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND CONSIDERED PRIOR TO EACH SIGNIFICANT DISCUSSION OR VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST BY CONTACTING THE ORGANIZATION'S ADMINISTRATIVE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalContributionsAmt0289935
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061378
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0173580
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0165253
IRS990/TotalOtherProgSrvcExpenseAmt065106
IRS990/TotalProgramServiceExpensesAmt0173580
IRS990/TotalProgramServiceRevenueAmt011445
IRS990/TotalRevenueGrp/ExclusionAmt0-12035
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011445
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0289345
IRS990/TotalVolunteersCnt0200
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0110866
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0165253
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102229 WESTMINSTER PLACE
IRS990/USAddress/City0CHARLOTTE
IRS990/USAddress/State0NC
IRS990/USAddress/ZIPCode028207
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.AUTISMCHARLOTTE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI B SCHLEICHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07049104512
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10AUTISM FOUNDATION OF THE CAROLINAS
ReturnHeader/Filer/BusinessNameControlTxt0AUTI
ReturnHeader/Filer/EIN0061801739
ReturnHeader/Filer/PhoneNum07049104512
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ReturnHeader/Filer/USAddress/State0NC
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383828234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CARTER P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1048 PATTON AVE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0288013300
ReturnHeader/PreparerPersonGrp/PhoneNum08282599900
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUFUS DOLLAR
ReturnHeader/ReturnTs02014-11-17T08:33:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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.$5.80$0.23$5.57$4.96$5.33$0.38
2023Detailed filing. Detailed filing data is available for this year.$6.04$0.09$5.95$5.69$3.65$2.03
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.03$3.94$1.42$2.83$1.42
2021Detailed filing. Detailed filing data is available for this year.$5.37$0.01$5.36$5.23$3.40$1.83
2020Detailed filing. Detailed filing data is available for this year.$3.55$0.02$3.53$3.54$4.47$0.94
2019Detailed filing. Detailed filing data is available for this year.$4.70$0.04$4.65$4.77$5.04$0.27
2018Summary only. Only limited summary data is available for this year.$5.06$0.14$4.92$6.79$6.10$0.69
2017Detailed filing. Detailed filing data is available for this year.$5.35$1.11$4.24$5.26$4.85$0.40
2016Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.83$4.55$4.21$0.34
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$4.83$2.99$1.84
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$2.89$2.35$0.54
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$2.00$1.72$0.27
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$1.80$1.07$0.73
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$0.63$0.95$0.32