Civic Intelligence

Katharine Bontecou Memorial Charitable Trust

990PF • Fiscal year 2018 • EIN 14-6199874

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 10, 2019

Susan Miller 1782 Salt Marsh CircleOcean Isle Beach, NC 28469

(845) 677-3494

Siviq Scores

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

Liabilities / Assets

85th percentile

0.06x

Higher debt load relative to assets than 85% of similar nonprofits.

2018 filings • NTEE T21 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

1.26x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • NTEE T21 • <$500k nonprofits • Source year 2018

Net Margin

31st percentile

-85%

Higher net margin than 31% of similar nonprofits.

2018 filings • NTEE T21 • <$500k nonprofits • Source year 2018

Top Officer Pay

94th percentile

$2,396

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2018 filings • NTEE T21 • <$500k nonprofits • Source year 2018

Asset Growth

57th percentile

-2.6%

Faster asset growth than 57% of similar nonprofits.

2018 filings • NTEE T21 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

5.4%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • NTEE T21 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$453,222

Down $11,999 (-2.6%) from 2017

Net Assets

Down

$428,222

Down $16,999 (-3.8%) from 2017

Liabilities

Up

$25,000

Up $5,000 (+25%) from 2017

Revenue

Up

$19,892

Up $1,026 (+5.4%) from 2017

Expenses

Up

$36,891

Up $5,246 (+17%) from 2017

Net Income

Down

-$16,999

Down $4,220 (-33%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $498,724Liabilities 2011: $13,2002011Assets 2012: $495,126Liabilities 2012: $13,3002012Assets 2013: $493,597Liabilities 2013: $13,400Net Assets 2013: $480,1972013Assets 2014: $485,696Liabilities 2014: $13,400Net Assets 2014: $472,2962014Assets 2015: $484,179Liabilities 2015: $16,000Net Assets 2015: $468,1792015Assets 2016: $478,000Liabilities 2016: $20,000Net Assets 2016: $458,0002016Assets 2017: $465,221Liabilities 2017: $20,000Net Assets 2017: $445,2212017Assets 2018: $453,222Liabilities 2018: $25,000Net Assets 2018: $428,2222018Assets 2019: $437,472Liabilities 2019: $35,0002019Assets 2020: $413,382Liabilities 2020: $37,500Net Assets 2020: $375,8822020Assets 2021: $444,520Liabilities 2021: $50,000Net Assets 2021: $394,5202021Assets 2022: $437,848Liabilities 2022: $50,000Net Assets 2022: $387,8482022Assets 2023: $400,402Liabilities 2023: $50,0002023Assets 2025: $450,055Liabilities 2025: $50,000Net Assets 2025: $400,0552025

Highlighted filing

2018

Assets$453,222
Liabilities$25,000
Net Assets$428,222

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $10,467Expenses 2011: $25,223Net Income 2011: -$14,7562011Revenue 2012: $21,453Expenses 2012: $25,151Net Income 2012: -$3,6982012Expenses 2013: $26,3752013Revenue 2014: $18,986Expenses 2014: $26,887Net Income 2014: -$7,9012014Revenue 2015: $19,449Expenses 2015: $23,566Net Income 2015: -$4,1172015Revenue 2016: $18,431Expenses 2016: $28,610Net Income 2016: -$10,1792016Revenue 2017: $18,866Expenses 2017: $31,645Net Income 2017: -$12,7792017Revenue 2018: $19,892Expenses 2018: $36,891Net Income 2018: -$16,9992018Revenue 2019: $21,591Expenses 2019: $47,341Net Income 2019: -$25,7502019Revenue 2020: $21,200Expenses 2020: $47,790Net Income 2020: -$26,5902020Revenue 2021: $80,152Expenses 2021: $61,514Net Income 2021: $18,6382021Revenue 2022: $58,900Expenses 2022: $65,572Net Income 2022: -$6,6722022Revenue 2023: $27,620Expenses 2023: $65,066Net Income 2023: -$37,4462023Revenue 2025: $25,122Expenses 2025: $68,267Net Income 2025: -$43,1452025

Highlighted filing

2018

Revenue$19,892
Expenses$36,891
Net Income-$16,999
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 10, 2019
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN MILLERTrusteePT$2,396-$2,396
Filing and Contact Details

Filer

Filer Name
Katharine Bontecou Memorial Charitable Trust
EIN
14-6199874
Phone
8456773494
Address
SUSAN MILLER 1782 SALT MARSH CIRCLE, OCEAN ISLE BEACH, NC 28469

Signing Officer

Name
Susan Miller
Title
Trustee
Phone
8456773494
Signed
2019-01-10
Discuss with paid preparer
Yes

Preparer

Firm
Arthur Freehill CPA Pc
Address
PO BOX 1617, PLEASANT VALLEY, NY 12569
Preparer
Arthur Freehill CPA
Phone
8456352389
Raw XML Appendix396 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt030986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt031118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt031573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt028307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt023566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt026832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt026257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.040241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.033279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.038206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.040179
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0801444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0762471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0703433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0708124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0702305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0653500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt036891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.193314
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt036891
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0132
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt036891
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01782 SALT MARSH CIRCLE SW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OCEAN ISLE BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028469
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SUSAN MILLER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08456773494
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BERKSHIRE TACONIC COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SOUTH KINGSTOWN LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DUTCHESS LAND CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MILLBROOK EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HARLEM VALLEY RAIL TRAIL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0271 MAIN STREET SUITE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1313 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ROUTE 44
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 453
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 JOHN STREET PO BOX 356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREAT BARRINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WAKEFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILLBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILLBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILLERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0012301972
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102879
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212545
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312545
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd412546
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt031645
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026375
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026375
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0147599
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036891
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031645
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028610
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026887
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036891
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036891
IRS990PF/UndistributedIncomeGrp/Taxable2Amt038052
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0173974
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0137083
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039940
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt038052
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt08323
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08323
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK OF MILLBROOK INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt08323
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08323
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt072
TaxesSchedule/TaxesDetail/Amt072
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt072
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt072
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08456773494
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHARINE BONTECOU MEMORIAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0146199874
ReturnHeader/Filer/PhoneNum08456773494
ReturnHeader/Filer/USAddress/AddressLine1Txt0SUSAN MILLER 1782 SALT MARSH CIRCLE
ReturnHeader/Filer/USAddress/CityNm0OCEAN ISLE BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028469
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01C61758EF9015247A5EEF0B23CB951185F151791
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01C61758EF9015247A5EEF0B23CB951185F151791
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.169.21.238
ReturnHeader/FilingSecurityInformation/IPDt02019-01-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:11:21
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARTHUR FREEHILL CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1617
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012569
ReturnHeader/PreparerPersonGrp/PhoneNum08456352389
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR FREEHILL CPA
ReturnHeader/ReturnTs02019-01-11T13:12:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.50$0.50$4.00$0.25$0.68$0.43
2023Summary only. Only limited summary data is available for this year.$4.00$0.50$0.28$0.65$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.38$0.50$3.88$0.59$0.66$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.50$3.95$0.80$0.62$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.38$3.76$0.21$0.48$0.27
2019Summary only. Only limited summary data is available for this year.$4.37$0.35$0.22$0.47$0.26
2018Detailed filing. Detailed filing data is available for this year.$4.53$0.25$4.28$0.20$0.37$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.20$4.45$0.19$0.32$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.78$0.20$4.58$0.18$0.29$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.84$0.16$4.68$0.19$0.24$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.86$0.13$4.72$0.19$0.27$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.94$0.13$4.80$0.26
2012Summary only. Only limited summary data is available for this year.$4.95$0.13$0.21$0.25$0.04
2011Summary only. Only limited summary data is available for this year.$4.99$0.13$0.10$0.25$0.15