Civic Intelligence

Latta Place Inc

990 • Fiscal year 2020 • EIN 23-7296889

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 30, 2021

Organization ProfileWWW.LATTAPLANTATION.ORG
5225 Sample RdHuntersville, NC 28078

(704) 875-2312

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.08x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.05x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

31st percentile

-7.4%

Higher net margin than 31% 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

29th percentile

-8.7%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

45th percentile

-20%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$175,552

Down $16,689 (-8.7%) from 2019

Net Assets

Down

$162,187

Down $19,467 (-11%) from 2019

Liabilities

Up

$13,365

Up $2,778 (+26%) from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin31st percentile

Revenue

Down

$263,741

Down $64,535 (-20%) from 2019

Expenses

Down

$283,207

Down $139,721 (-33%) from 2019

Net Income

Up

-$19,466

Up $75,186 (+79%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$300K$200K$100K$0Assets 2017: $287,133Liabilities 2017: $11,160Net Assets 2017: $275,9732017Assets 2018: $288,550Liabilities 2018: $12,244Net Assets 2018: $276,3062018Assets 2019: $192,241Liabilities 2019: $10,587Net Assets 2019: $181,6542019Assets 2020: $175,552Liabilities 2020: $13,365Net Assets 2020: $162,1872020Assets 2021: $158,283Liabilities 2021: $21,294Net Assets 2021: $136,9892021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$175,552
Liabilities$13,365
Net Assets$162,187
Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

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

$600K$400K$200K$0-$200KRevenue 2017: $343,003Expenses 2017: $359,863Net Income 2017: -$16,8602017Revenue 2018: $340,845Expenses 2018: $340,512Net Income 2018: $3332018Revenue 2019: $328,276Expenses 2019: $422,928Net Income 2019: -$94,6522019Revenue 2020: $263,741Expenses 2020: $283,207Net Income 2020: -$19,4662020Revenue 2021: $221,424Expenses 2021: $246,622Net Income 2021: -$25,1982021Revenue 2022: $9,390Expenses 2022: $32,982Net Income 2022: -$23,5922022

Highlighted filing

2020

Revenue$263,741
Expenses$283,207
Net Income-$19,466
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 30, 2021
Return Version
2019v5.0
Gross Receipts
$273,758
Mission and Program Overview

Mission

Preservation of a Historical Site

Exhibition and educational tours explaining life and times of early colonial life through latta plantation historical site

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$152,024$130,714▼ $21,310
Cash and Non-Interest-Bearing Accounts$10,970$15,321▲ $4,351
Savings and Temporary Cash Investments$14,140$14,152▲ $12
Inventories for Sale or Use$9,592$9,851▲ $259
Prepaid Expenses and Deferred Charges$5,514$5,514→ $0
Total Assets$192,241$175,552▼ $16,689
Other Assets Total$1--
Liabilities
Accounts Payable and Accrued Expenses$8,102$10,880▲ $2,778
Unsecured Notes Loans Payable$2,485$2,485→ $0
Total Liabilities$10,587$13,365▲ $2,778
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$181,654$162,187▼ $19,467
Total Net Assets Fund Balance$181,654$162,187▼ $19,467
Total Liabilities and Net Assets / Fund Balance$192,241$175,552▼ $16,689

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$126,338$374,324$500,662
Equipment-$38,399$38,399
Leasehold Improvements$972$20,232$21,204
Other Land Buildings$3,404$16,064$19,468
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Kristin TolerBoard Chair
W Sturges BryanPresident
Kendall KendrickBoard Vice-c
Sarah MooreSecretary
Scott ChampionTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$101,801
Program Service Revenue
$161,104
Investment Income
$12
Other Revenue
$824
All Other Contributions
$44,357
Change in Net Assets
$-19,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$164,598
Other Expenses$118,609
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$164,598--$164,598
Fees for Services Other$40,376$23,286-$63,662
Depreciation Depletion$21,309--$21,309
Occupancy$11,459--$11,459
Insurance$10,346--$10,346
Office Expenses$3,209$3,039-$6,248
Advertising$4,599--$4,599
Travel-$986-$986
Total Functional Expenses$255,896$27,311$0$283,207
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Latta Place Inc
EIN
23-7296889
Address
5225 SAMPLE RD, HUNTERSVILLE, NC 28078

Signing Officer

Name
Kristin Toler
Title
Board Chair
Phone
7048752312
Signed
2021-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Sturges Bryan
Formed
1972
Voting Board Members
8
Independent Board Members
7
Employees
14
Volunteers
6

Preparer

Firm
Ann R Craven CPA Pllc
Address
1100 REVOLUTION MILL DRIVE STUDIO 2, GREENSBORO, NC 27405
Preparer
Ann R Craven
Phone
3366320060
Supplemental Narrative

Additional Explanations

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

“Exhibition and educational tours to explain life and times of early colonial life at historic latta plantation.”

Form 990, Part IX, Line 11G

“Telephone 9,755 0 0 special events 14,300 0 0 dues, memberships 0 1,906 0 professional fees 0 5,451 0 credit card, bank charges 0 4,879 0 licenses and taxes 0 6,339 0 training, staff 0 380 0 building/grounds maintenance 2,828 0 0 building preservation 4,082 0 0 history-heritage project 405 0 0 summer camps 1,366 0 0 animal expense 5,976 0 0 tours/school programs 1,664 0 0 miscellaneous expense 0 4,331 0 total 40,376 23,286 0”

Form 990, Part XI, Line 9

“ROUNDING -1”

Raw XML Appendix325 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08102
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010880
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EXHIBITION AND EDUCATIONAL TOURS EXPLAINING LIFE AND TIMES OF EARLY COLONIAL LIFE THROUGH LATTA PLANTATION HISTORICAL SITE
IRS990/AdvertisingGrp/ProgramServicesAmt04599
IRS990/AdvertisingGrp/TotalAmt04599
IRS990/AllOtherContributionsAmt044357
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LATTA PLANTATION INC
IRS990/BooksInCareOfDetail/PhoneNum07048752312
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05225 SAMPLE RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0HUNTERSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028078
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt010970
IRS990/CashNonInterestBearingGrp/EOYAmt015321
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt010017
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0101801
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt012
IRS990/CYOtherExpensesAmt0118609
IRS990/CYOtherRevenueAmt0824
IRS990/CYProgramServiceRevenueAmt0161104
IRS990/CYRevenuesLessExpensesAmt0-19466
IRS990/CYSalariesCompEmpBnftPaidAmt0164598
IRS990/CYTotalExpensesAmt0283207
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0263741
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt021309
IRS990/DepreciationDepletionGrp/TotalAmt021309
IRS990/Desc0EXHIBITION AND EDUCATIONAL TOURS TO EXPLAIN LIFE AND TIMES OF EARLY COLONIAL LIFE AT HISTORIC LATTA PLANTATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt023286
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt040376
IRS990/FeesForServicesOtherGrp/TotalAmt063662
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0W STURGES BRYAN
IRS990/Form990PartVIISectionAGrp/PersonNm1SCOTT CHAMPION
IRS990/Form990PartVIISectionAGrp/PersonNm2KENDALL KENDRICK
IRS990/Form990PartVIISectionAGrp/PersonNm3SARAH MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm4KRISTIN TOLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD VICE-C
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD CHAIR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt050225
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0273758
IRS990/GrossSalesOfInventoryAmt010841
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt010346
IRS990/InsuranceGrp/TotalAmt010346
IRS990/InventoriesForSaleOrUseGrp/BOYAmt09592
IRS990/InventoriesForSaleOrUseGrp/EOYAmt09851
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt012
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0449019
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0152024
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0130714
IRS990/LandBldgEquipCostOrOtherBssAmt0579733
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt07219
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EXHIBITION AND EDUCATIONAL TOURS EXPLAINING LIFE AND TIMES OF EARLY COLONIAL LIFE THROUGH LATTA PLANTATION HISTORICAL SITE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0181654
IRS990/NetAssetsOrFundBalancesEOYAmt0162187
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0824
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0824
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0181654
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0162187
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt011459
IRS990/OccupancyGrp/TotalAmt011459
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03039
IRS990/OfficeExpensesGrp/ProgramServicesAmt03209
IRS990/OfficeExpensesGrp/TotalAmt06248
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0164598
IRS990/OtherSalariesAndWagesGrp/TotalAmt0164598
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05514
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05514
IRS990/PrincipalOfficerNm0W STURGES BRYAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS AND TOURS
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER CAMPS
IRS990/ProgramServiceRevenueGrp/Desc2RENTALS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0144460
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111892
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24752
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0144460
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111892
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24752
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EXHIBITION AND EDUCATIONAL TOURS TO EXPLAIN LIFE AND TIMES OF EARLY COLONIAL LIFE AT HISTORIC LATTA PLANTATION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0255896
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt091313
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt018
IRS990/PYOtherExpensesAmt0162623
IRS990/PYOtherRevenueAmt0-4026
IRS990/PYProgramServiceRevenueAmt0240971
IRS990/PYRevenuesLessExpensesAmt0-94652
IRS990/PYSalariesCompEmpBnftPaidAmt0260305
IRS990/PYTotalExpensesAmt0422928
IRS990/PYTotalRevenueAmt0328276
IRS990/ReconcilationRevenueExpnssAmt0-19466
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0161104
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014140
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014152
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0101801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0101801
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0171957
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0101801
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0101801
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0101801
IRS990ScheduleA/TotalSupportAmt0101801
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0126338
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0374324
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0500662
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038399
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt038399
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0972
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt020232
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt021204
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03404
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016064
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019468
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0130714
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXHIBITION AND EDUCATIONAL TOURS TO EXPLAIN LIFE AND TIMES OF EARLY COLONIAL LIFE AT HISTORIC LATTA PLANTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE 9,755 0 0 SPECIAL EVENTS 14,300 0 0 DUES, MEMBERSHIPS 0 1,906 0 PROFESSIONAL FEES 0 5,451 0 CREDIT CARD, BANK CHARGES 0 4,879 0 LICENSES AND TAXES 0 6,339 0 TRAINING, STAFF 0 380 0 BUILDING/GROUNDS MAINTENANCE 2,828 0 0 BUILDING PRESERVATION 4,082 0 0 HISTORY-HERITAGE PROJECT 405 0 0 SUMMER CAMPS 1,366 0 0 ANIMAL EXPENSE 5,976 0 0 TOURS/SCHOOL PROGRAMS 1,664 0 0 MISCELLANEOUS EXPENSE 0 4,331 0 TOTAL 40,376 23,286 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0192241
IRS990/TotalAssetsEOYAmt0175552
IRS990/TotalAssetsGrp/BOYAmt0192241
IRS990/TotalAssetsGrp/EOYAmt0175552
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0101801
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027311
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0255896
IRS990/TotalFunctionalExpensesGrp/TotalAmt0283207
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010587
IRS990/TotalLiabilitiesEOYAmt013365
IRS990/TotalLiabilitiesGrp/BOYAmt010587
IRS990/TotalLiabilitiesGrp/EOYAmt013365
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0181654
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0162187
IRS990/TotalOtherProgSrvcExpenseAmt0255896
IRS990/TotalProgramServiceExpensesAmt0255896
IRS990/TotalProgramServiceRevenueAmt0161104
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0161940
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0263741
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0192241
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0175552
IRS990/TravelGrp/ManagementAndGeneralAmt0986
IRS990/TravelGrp/TotalAmt0986
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt02485
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt02485
IRS990/USAddress/AddressLine1Txt05225 SAMPLE RD
IRS990/USAddress/CityNm0HUNTERSVILLE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028078
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.LATTAPLANTATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN TOLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07048752312
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LATTA PLACE INC
ReturnHeader/Filer/BusinessNameControlTxt0LATT
ReturnHeader/Filer/EIN0237296889
ReturnHeader/Filer/USAddress/AddressLine1Txt05225 SAMPLE RD
ReturnHeader/Filer/USAddress/CityNm0HUNTERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842041091
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANN R CRAVEN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 REVOLUTION MILL DRIVE STUDIO 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027405
ReturnHeader/PreparerPersonGrp/PhoneNum03366320060
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN R CRAVEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-30T19:17:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,552
Liabilities
$13,365
Net assets
$162,187
Revenue
$263,741
Expenses
$283,207
Net income
-$19,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.33$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.21$1.37$2.21$2.47$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.13$1.62$2.64$2.83$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.11$1.82$3.28$4.23$0.95
2018Detailed filing. Detailed filing data is available for this year.$2.89$0.12$2.76$3.41$3.41$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.87$0.11$2.76$3.43$3.60$0.17