Civic Intelligence

Kendall & Taylor Atkinson Foundation

990 • Fiscal year 2017 • EIN 20-4404637

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

PO Box 3514Littleton, CO 80161-3514

(303) 349-1309

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

36th percentile

-1.6%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

2.7%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$61,745

Down $7,030 (-10%) from 2016

Net Assets

Down

$61,745

Down $7,030 (-10%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$428,243

Up $11,351 (+2.7%) from 2016

Expenses

Up

$435,273

Up $47,028 (+12%) from 2016

Net Income

Down

-$7,030

Down $35,677 (-125%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $2,589Liabilities 2011: $0Net Assets 2011: $2,5892011Assets 2012: $6,781Liabilities 2012: $0Net Assets 2012: $6,7812012Assets 2013: $4,724Liabilities 2013: $0Net Assets 2013: $4,7242013Assets 2014: $12,852Liabilities 2014: $0Net Assets 2014: $12,8522014Assets 2015: $40,128Liabilities 2015: $0Net Assets 2015: $40,1282015Assets 2016: $68,775Liabilities 2016: $0Net Assets 2016: $68,7752016Assets 2017: $61,745Liabilities 2017: $0Net Assets 2017: $61,7452017Assets 2018: $7,358Liabilities 2018: $0Net Assets 2018: $7,3582018Assets 2019: $36,387Liabilities 2019: $0Net Assets 2019: $36,3872019Assets 2020: $56,679Liabilities 2020: $0Net Assets 2020: $56,6792020Assets 2021: $80,595Liabilities 2021: $0Net Assets 2021: $80,5952021Assets 2022: $62,960Liabilities 2022: $0Net Assets 2022: $62,9602022Assets 2023: $80,915Liabilities 2023: $0Net Assets 2023: $80,9152023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$61,745
Liabilities$0
Net Assets$61,745

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $177,9912011Expenses 2012: $208,7512012Revenue 2013: $222,490Expenses 2013: $224,547Net Income 2013: -$2,0572013Revenue 2014: $265,098Expenses 2014: $256,970Net Income 2014: $8,1282014Revenue 2015: $214,269Expenses 2015: $186,993Net Income 2015: $27,2762015Revenue 2016: $416,892Expenses 2016: $388,245Net Income 2016: $28,6472016Revenue 2017: $428,243Expenses 2017: $435,273Net Income 2017: -$7,0302017Revenue 2018: $334,833Expenses 2018: $389,220Net Income 2018: -$54,3872018Revenue 2019: $334,064Expenses 2019: $330,035Net Income 2019: $4,0292019Revenue 2020: $182,440Expenses 2020: $162,148Net Income 2020: $20,2922020Revenue 2021: $195,999Expenses 2021: $143,583Net Income 2021: $52,4162021Revenue 2022: $178,816Expenses 2022: $196,451Net Income 2022: -$17,6352022Revenue 2023: $163,144Expenses 2023: $145,189Net Income 2023: $17,9552023Revenue 2024: $22,533Expenses 2024: $103,448Net Income 2024: -$80,9152024

Highlighted filing

2017

Revenue$428,243
Expenses$435,273
Net Income-$7,030
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$483,062
Mission and Program Overview

Mission

To raise money for charitable allocation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$68,775$61,745▼ $7,030
Total Assets$68,775$61,745▼ $7,030
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$68,775$61,745▼ $7,030
Total Net Assets Fund Balance$68,775$61,745▼ $7,030
Total Liabilities and Net Assets / Fund Balance$68,775$61,745▼ $7,030
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve RicePresident
Adam SandsBoard Member
Angie RiceBoard Member
Linda Joy WurtzbacherBoard Member
Matt WurtzbacherBoard Member
Richard Dick BeardBoard Member
Shelly BeardSecretary
Jeanne AtkinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$419,765
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$8,478
All Other Contributions
$154,236
Change in Net Assets
$-7,030

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 Amount
Other Non Cash Contri Table231$108,547
Total Noncash Contributions231$108,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$414,715
Other Expenses$20,558
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$414,715--$414,715
Office Expenses-$15,228-$15,228
Other Expenses-$2,845-$2,845
Insurance-$1,198-$1,198
Fees for Services Accounting-$1,000-$1,000
Information Technology-$287-$287
Total Functional Expenses$414,715$20,558$0$435,273
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fanconi Anemia Research FundEugene, OR501(c)(3)To Support Scientific, Medical, and Treatment Research of Fanconi Anemia and Its Related Cancers$334,568
University of Colorado FoundationDenver, CO501(c)(3)Funding of an Endowed Scholarship for a Needy Fourth-year Medical Student at the University of Colorado School of Medicine.$75,000
YouthrootsDenver, CO501(c)(3)Funding for 8 Low-income Youth to Participate in the Youthroots Leadership and Philanthropy Program$5,147
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,297
Fundraising Direct Expenses$54,819
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hoot N Holler$252,389$23,700$18,286$5,414
Golf Tournament$34,737$11,797$10,440$1,357
Total Events$328,826$63,297$54,819$8,478
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
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 A, Line 2

Steve rice, board president, and angie rice, board member, family relationship shelly beard, board secretary, and richard beard, board member, family relationship linda joy wurtzbacher and matt wurtzbacher, board members, family relationship

Form 990, Part VI, Section B, Line 11B

Copies of the form 990 are provided to the board members for review before filing, either at a board meeting or via e-mail.

Form 990, Part VI, Section C, Line 19

The organization makes its governing docuemtns, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Kendall & Taylor Atkinson Foundation
EIN
20-4404637
Phone
3033491309
Address
PO BOX 3514, LITTLETON, CO 80161-3514

Signing Officer

Name
Jeanne Atkinson
Title
Treasurer
Phone
3033491309
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanne Atkinson
Formed
2006
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
75

Preparer

Firm
Moss Adams Llp
Address
6565 AMERICAS PARKWAY NE STE 600, ALBUQUERQUE, NM 87110
Preparer
Pamela Alexanderson
Phone
5058787200
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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0394606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0358966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0248643
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01908611
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0228658
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88390
IRS990ScheduleA/PublicSupportPY170Pct00.89420
IRS990ScheduleA/PublicSupportTotal170Amt01687030
IRS990ScheduleA/SubstantialContributorsTotAmt0221581
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0419765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0486631
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0394606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0358966
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0248643
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01908611
IRS990ScheduleA/TotalSupportAmt01908611
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0265529
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt022940
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0228689
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt013900
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt054819
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOOT N HOLLER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt021496
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt021496
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0252389
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt041700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0328826
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063297
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08478
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0178
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028904
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010440
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018286
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04219
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04219
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0334568
IRS990ScheduleI/RecipientTable/CashGrantAmt175000
IRS990ScheduleI/RecipientTable/CashGrantAmt25147
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT SCIENTIFIC, MEDICAL, AND TREATMENT RESEARCH OF FANCONI ANEMIA AND ITS RELATED CANCERS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUNDING OF AN ENDOWED SCHOLARSHIP FOR A NEEDY FOURTH-YEAR MEDICAL STUDENT AT THE UNIVERSITY OF COLORADO SCHOOL OF MEDICINE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FUNDING FOR 8 LOW-INCOME YOUTH TO PARTICIPATE IN THE YOUTHROOTS LEADERSHIP AND PHILANTHROPY PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FANCONI ANEMIA RESEARCH FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF COLORADO FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2YOUTHROOTS
IRS990ScheduleI/RecipientTable/RecipientEIN0930995453
IRS990ScheduleI/RecipientTable/RecipientEIN1846049811
IRS990ScheduleI/RecipientTable/RecipientEIN2271325457
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01801 WILLIAMETTE SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11800 GRANT STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21127 SHERMAN ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EUGENE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DENVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DENVER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd180203
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd280203
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV - CASH
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV - CASH
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV - CASH
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0231
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0AUCTION ITEMS
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0108547
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STEVE RICE, BOARD PRESIDENT, AND ANGIE RICE, BOARD MEMBER, FAMILY RELATIONSHIP SHELLY BEARD, BOARD SECRETARY, AND RICHARD BEARD, BOARD MEMBER, FAMILY RELATIONSHIP LINDA JOY WURTZBACHER AND MATT WURTZBACHER, BOARD MEMBERS, FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE FORM 990 ARE PROVIDED TO THE BOARD MEMBERS FOR REVIEW BEFORE FILING, EITHER AT A BOARD MEETING OR VIA E-MAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUEMTNS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt068775
IRS990/TotalAssetsEOYAmt061745
IRS990/TotalAssetsGrp/BOYAmt068775
IRS990/TotalAssetsGrp/EOYAmt061745
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0419765
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020558
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0414715
IRS990/TotalFunctionalExpensesGrp/TotalAmt0435273
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt068775
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt061745
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0414715
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08478
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0428243
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt068775
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt061745
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt068775
IRS990/UnrestrictedNetAssetsGrp/EOYAmt061745
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06192 E LONG CIR SO
IRS990/USAddress/CityNm0CENTENNIAL
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080112
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.KATAFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNE ATKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03033491309
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENDALL & TAYLOR ATKINSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KEND
ReturnHeader/Filer/EIN0204404637
ReturnHeader/Filer/PhoneNum03033491309
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3514
ReturnHeader/Filer/USAddress/CityNm0LITTLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0801613514
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09B61D334DE3F5192E376B718E6AB83ED66CE52CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D9A899B781DD6BFD3635E74EC5796D2890CEAA49
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.129.7.100
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm009:50:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06565 AMERICAS PARKWAY NE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087110
ReturnHeader/PreparerPersonGrp/PhoneNum05058787200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA ALEXANDERSON
ReturnHeader/ReturnTs02018-11-14T11:13:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.23$1.03$0.81
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$1.63$1.45$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$1.79$1.96$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$1.96$1.44$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$1.82$1.62$0.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$3.34$3.30$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$3.35$3.89$0.54
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$4.28$4.35$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$4.17$3.88$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$2.14$1.87$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$2.65$2.57$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$2.22$2.25$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$2.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$1.78