Civic Intelligence

Atlantic Telephone Membership Corporation Retiree Welfare Trust

990 • Fiscal year 2019 • EIN 20-8662055

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileN/A

View Organization Page

620 Whiteville Road NWShallotte, NC 28459

(910) 754-4301

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

84th percentile

$209,462

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

83rd percentile

24%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

18%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$14,710,547

Up $2,834,237 (+24%) from 2018

Net Assets

Up

$14,710,547

Up $2,834,237 (+24%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin94th percentile

Revenue

Up

$2,457,982

Up $372,250 (+18%) from 2018

Expenses

Up

$899,291

Up $136,409 (+18%) from 2018

Net Income

Up

$1,558,691

Up $235,841 (+18%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2011: $3,891,031Liabilities 2011: -$336,759Net Assets 2011: $4,227,7902011Assets 2012: $5,094,918Liabilities 2012: $260,026Net Assets 2012: $4,834,8922012Assets 2013: $6,974,536Liabilities 2013: $1,498,405Net Assets 2013: $5,476,1312013Assets 2014: $8,102,965Liabilities 2014: $1,400,030Net Assets 2014: $6,702,9352014Assets 2015: $8,556,804Liabilities 2015: $0Net Assets 2015: $8,556,8042015Assets 2016: $9,755,909Liabilities 2016: $0Net Assets 2016: $9,755,9092016Assets 2017: $12,414,548Liabilities 2017: $0Net Assets 2017: $12,414,5482017Assets 2018: $11,876,310Liabilities 2018: $0Net Assets 2018: $11,876,3102018Assets 2019: $14,710,547Liabilities 2019: $0Net Assets 2019: $14,710,5472019Assets 2020: $16,605,736Liabilities 2020: $0Net Assets 2020: $16,605,7362020Assets 2021: $18,926,434Liabilities 2021: $0Net Assets 2021: $18,926,4342021Assets 2022: $15,902,654Liabilities 2022: $0Net Assets 2022: $15,902,6542022Assets 2023: $13,988,935Liabilities 2023: $22,434Net Assets 2023: $13,966,5012023Assets 2024: $13,552,558Liabilities 2024: $0Net Assets 2024: $13,552,5582024

Highlighted filing

2019

Assets$14,710,547
Liabilities$0
Net Assets$14,710,547
Open 2019 Filing

Operations Trend

Revenue Growth82nd percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $478,2382011Expenses 2012: $522,4732012Revenue 2013: $1,165,224Expenses 2013: $523,985Net Income 2013: $641,2392013Revenue 2014: $1,767,911Expenses 2014: $541,107Net Income 2014: $1,226,8042014Revenue 2015: $1,597,616Expenses 2015: $605,754Net Income 2015: $991,8622015Revenue 2016: $1,571,765Expenses 2016: $631,308Net Income 2016: $940,4572016Revenue 2017: $2,305,205Expenses 2017: $769,394Net Income 2017: $1,535,8112017Revenue 2018: $2,085,732Expenses 2018: $762,882Net Income 2018: $1,322,8502018Revenue 2019: $2,457,982Expenses 2019: $899,291Net Income 2019: $1,558,6912019Revenue 2020: $2,010,292Expenses 2020: $986,080Net Income 2020: $1,024,2122020Revenue 2021: $2,700,585Expenses 2021: $935,224Net Income 2021: $1,765,3612021Revenue 2022: $1,116,655Expenses 2022: $877,291Net Income 2022: $239,3642022Revenue 2023: $1,149,646Expenses 2023: $5,018,148Net Income 2023: -$3,868,5022023Revenue 2024: $2,815,136Expenses 2024: $2,839,484Net Income 2024: -$24,3482024

Highlighted filing

2019

Revenue$2,457,982
Expenses$899,291
Net Income$1,558,691
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$11,382,088
Mission and Program Overview

Mission

The organization provides certain medical, dental, and life insurance benefits along with discounts on telephone, internet and cable television services for the eligible retirees of the atlantic telephone membership corporation and dependents of such eligible retirees.

Provides certain medical, dental, and life insurance benefits along with discounts on telephone, internet and cable television services for the eligible retirees of the atlantic telephone membership corporation and dependents of such eligible retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,876,310$14,710,547▲ $2,834,237
Investments in Publicly Traded Securities$11,655,705$14,454,740▲ $2,799,035
Savings and Temporary Cash Investments$220,605$246,787▲ $26,182
Cash and Non-Interest-Bearing Accounts$0$9,020▲ $9,020
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,876,310$14,710,547▲ $2,834,237
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,876,310$14,710,547▲ $2,834,237
Total Liabilities and Net Assets / Fund Balance$11,876,310$14,710,547▲ $2,834,237
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleOtherTotal
Jamie MillikenTrustee$29,459$29,459

Board Members and Trustees

NameTitle
Keith HoldenTrustee
Kim EdwardsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$792,464
Investment Income
$1,665,518
Other Revenue
$0
Change in Net Assets
$1,558,691

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,351,155
Revenue Not Reported on Financial Statements
$106,827
Revenue Not Reported on Form 990
$1,275,546
Total Revenue per Audited Statements
$3,626,701
Total Revenue per Form 990
$2,457,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$106,827
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---$792,464
Fees for Services Management---$101,972
Other Expenses---$4,855
Total Functional Expenses$0$0$0$899,291

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$899,291
Expenses per Audited Statements$792,464
Total Expenses per Audited Statements$792,464
Expenses Not Reported on Financial Statements$106,827
Expenses Not Reported on Form 990$0
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
Audit committee
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 vice president, accounting & finance of atlantic telephone membership reviewed the form 990 before it was filed with the internal revenue service.”

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

“The compliance with the policy is reviewed each year at the annual meeting.”

Form 990, Part VI, Section C, Line 18

“These documents are available upon request at the atlantic telephone membership corporation main office.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request at the atlantic telephone membership corporation main office.”

Filing and Contact Details

Filer

Filer Name
Atlantic Telephone Membership
EIN
20-8662055
Phone
9107544301
Address
620 WHITEVILLE ROAD NW, SHALLOTTE, NC 28459

Signing Officer

Name
Kim Edwards
Title
Trustee
Phone
9107544301
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Edwards
Formed
2006
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
3

Preparer

Firm
Moss Adams Llp
Address
601 W RIVERSIDE AVENUE STE 1800, SPOKANE, WA 99201
Preparer
Cheri R Burnham CPA
Phone
5097472600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's net assets is intended to qualify,pursuant to internal revenue code (irc) section 501(c)(9), and, accordingly, the trust's net investment income is exempt from income taxes the trust has obtained a favorable determination letter from the irs, and the plan sponsor believes that the trust, as amended, continues to qualify and operate in accordance with the applicable provisions of the irc accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service the plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2019 and 2018, there were no uncertain positions taken or expected to be taken that would require recognition of a liability ( or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions, however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix356 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
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IRS990/ActivityOrMissionDesc0PROVIDES CERTAIN MEDICAL, DENTAL, AND LIFE INSURANCE BENEFITS ALONG WITH DISCOUNTS ON TELEPHONE, INTERNET AND CABLE TELEVISION SERVICES FOR THE ELIGIBLE RETIREES OF THE ATLANTIC TELEPHONE MEMBERSHIP CORPORATION AND DEPENDENTS OF SUCH ELIGIBLE RETIREES.
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IRS990/MethodOfAccountingCashInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS INTENDED TO QUALIFY,PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 501(C)(9), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES THE TRUST HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE IRS, AND THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND OPERATE IN ACCORDANCE WITH THE APPLICABLE PROVISIONS OF THE IRC ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2019 AND 2018, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY ( OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1980
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KEITH HOLDEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KIM EDWARDS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0209462
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1151221
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE RELATED ORGANIZATION USES A COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO DETERMINE COMPENSATION FOR THE INDIVIDUALS LISTED ON PART VII.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE VICE PRESIDENT, ACCOUNTING & FINANCE OF ATLANTIC TELEPHONE MEMBERSHIP REVIEWED THE FORM 990 BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLIANCE WITH THE POLICY IS REVIEWED EACH YEAR AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ATLANTIC TELEPHONE MEMBERSHIP CORPORATION MAIN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ATLANTIC TELEPHONE MEMBERSHIP CORPORATION MAIN OFFICE.
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(12)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TELECOMMUNICATIONS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SHALLOTTE
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0765527
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PLAN CONTRIBUTIONS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ATLANTIC TELEPHONE MEMBERSHIP CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011876310
IRS990/TotalAssetsEOYAmt014710547
IRS990/TotalAssetsGrp/BOYAmt011876310
IRS990/TotalAssetsGrp/EOYAmt014710547
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0899291
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011876310
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014710547
IRS990/TotalOtherCompensationAmt040734
IRS990/TotalProgramServiceRevenueAmt0792464
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01665518
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0792464
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02457982
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011876310
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014710547
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09107544301
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATLANTIC TELEPHONE MEMBERSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CORPORATION RETIREE WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ATLA
ReturnHeader/Filer/EIN0208662055
ReturnHeader/Filer/PhoneNum09107544301
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 WHITEVILLE ROAD NW
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.77.205.203
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:39:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 W RIVERSIDE AVENUE STE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPOKANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099201
ReturnHeader/PreparerPersonGrp/PhoneNum05097472600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERI R BURNHAM CPA
ReturnHeader/ReturnTs02020-11-16T15:02:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,710,547
Liabilities
$0
Net assets
$14,710,547
Revenue
$2,457,982
Expenses
$899,291
Net income
$1,558,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$0.00$13.6$2.82$2.84$0.02
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.02$14.0$1.15$5.02$3.87
2022Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.12$0.88$0.24
2021Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$2.70$0.94$1.77
2020Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$2.01$0.99$1.02
2019Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$2.46$0.90$1.56
2018Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$2.09$0.76$1.32
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$2.31$0.77$1.54
2016Detailed filing. Detailed filing data is available for this year.$9.76$0.00$9.76$1.57$0.63$0.94
2015Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$1.60$0.61$0.99
2014Detailed filing. Detailed filing data is available for this year.$8.10$1.40$6.70$1.77$0.54$1.23
2013Detailed filing. Detailed filing data is available for this year.$6.97$1.50$5.48$1.17$0.52$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.09$0.26$4.83$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.34$4.23$0.48