Civic Intelligence

John T & Winifred Hayward John & Winifred Hayward Found

990PF • Fiscal year 2018 • EIN 23-7363201

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
4851 Tamiami Trail NorthNaples, FL 34103

(239) 434-1128

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

8th percentile

-49%

Higher net margin than 8% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

36th percentile

$51,721

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

28th percentile

-2.9%

Faster asset growth than 28% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$7,469,071

Down $226,790 (-2.9%) from 2017

Net Assets

Down

$7,469,071

Down $226,790 (-2.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin8th percentile

Revenue

Down

$464,404

Down $330,847 (-42%) from 2017

Expenses

Up

$691,194

Up $23,762 (+3.6%) from 2017

Net Income

Down

-$226,790

Down $354,609 (-277%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $7,764,147Liabilities 2013: $0Net Assets 2013: $7,764,1472013Assets 2014: $7,708,627Liabilities 2014: $0Net Assets 2014: $7,708,6272014Assets 2015: $7,655,478Liabilities 2015: $1Net Assets 2015: $7,655,4772015Assets 2016: $7,568,042Liabilities 2016: $0Net Assets 2016: $7,568,0422016Assets 2017: $7,695,861Liabilities 2017: $0Net Assets 2017: $7,695,8612017Assets 2018: $7,469,071Liabilities 2018: $0Net Assets 2018: $7,469,0712018Assets 2019: $7,582,314Liabilities 2019: $0Net Assets 2019: $7,582,3142019Assets 2020: $7,579,974Liabilities 2020: $0Net Assets 2020: $7,579,9742020Assets 2021: $7,873,478Liabilities 2021: $0Net Assets 2021: $7,873,4782021Assets 2022: $7,548,894Liabilities 2022: $0Net Assets 2022: $7,548,8942022Assets 2023: $7,338,453Liabilities 2023: $0Net Assets 2023: $7,338,4532023Assets 2024: $7,933,822Liabilities 2024: $0Net Assets 2024: $7,933,8222024

Highlighted filing

2018

Assets$7,469,071
Liabilities$0
Net Assets$7,469,071
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $638,925Expenses 2013: $645,972Net Income 2013: -$7,0472013Revenue 2014: $576,939Expenses 2014: $632,459Net Income 2014: -$55,5202014Revenue 2015: $617,711Expenses 2015: $670,861Net Income 2015: -$53,1502015Revenue 2016: $542,112Expenses 2016: $629,547Net Income 2016: -$87,4352016Revenue 2017: $795,251Expenses 2017: $667,432Net Income 2017: $127,8192017Revenue 2018: $464,404Expenses 2018: $691,194Net Income 2018: -$226,7902018Revenue 2019: $831,872Expenses 2019: $718,629Net Income 2019: $113,2432019Revenue 2020: $647,017Expenses 2020: $649,357Net Income 2020: -$2,3402020Revenue 2021: $1,041,287Expenses 2021: $747,783Net Income 2021: $293,5042021Revenue 2022: $358,736Expenses 2022: $683,320Net Income 2022: -$324,5842022Revenue 2023: $483,618Expenses 2023: $694,729Net Income 2023: -$211,1112023Revenue 2024: $1,340,936Expenses 2024: $740,310Net Income 2024: $600,6262024

Highlighted filing

2018

Revenue$464,404
Expenses$691,194
Net Income-$226,790
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Regions Privavate Wealth MgmntCo-Trustee-$51,721-$51,721
Howard P Rives IIIDirector-$51,387-$51,387
William R LaRosa JrCo-Trustee-$25,694-$25,694
Stephen C LaRosaCo-Trustee-$25,694-$25,694
Filing and Contact Details

Filer

Filer Name
John & Winifred Hayward Foundation
EIN
23-7363201
Phone
2394341128
Address
4851 Tamiami Trail North, Naples, FL 34103

Signing Officer

Name
William Lange
Title
Sr Vice President
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Davidson Jamieson & Cristini PL
Address
1956 Bayshore Blvd, Dunedin, FL 34698
Preparer
Harry B Jamieson
Phone
7277345437
Raw XML Appendix345 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Return Preparation Fees
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0725
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0171429
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0115872
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0154496
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0507500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0507500
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Long Term Capital Gain Distribs from Mutual Funds
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Non-Dividend Return of Capital Distributions Received
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2See Attached Schedules
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3See Attached Schedules
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Return of Prin Distribs from Sunbelt Timber Opp Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-01-02
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Regions Privavate Wealth Mgmnt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1William R LaRosa Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Stephen C LaRosa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Howard P Rives III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04851 Tamiami Trail North
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1409 St Andrews Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 13855
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 6032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Naples
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.330852
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0645270
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0645270
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0645270
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04851 Tamiami Trail North
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Naples
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Regions Private Wealth Mgmnt
IRS990PF/StatementsRegardingActyGrp/PhoneNum02394341128
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1142500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2165000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Genetic Research Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Genetic Research Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Genetic Research Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Univ of Fla Medical Sch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Tulane Univ Medical Sch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Hussman Institute - Univ of Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01430 Tulane Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 100296
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 019132 M-860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New Orleans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd070112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0507500
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/AppliedToCurrentYearAmt0481638
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0481638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0144623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0130949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0149682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0216512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0141925
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0141925
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0805398
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0163632
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0144623
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0130949
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0149682
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0216512
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0645270
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0163632
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0947323
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0783691
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt04668
TaxesSchedule/TaxesDetail/Amt115200
TaxesSchedule/TaxesDetail/Amt23386
TaxesSchedule/TaxesDetail/CategoryTxt0Bal Due on Prior Year Fed'l Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Current Year Fed'l Excise Tax Estim
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Tax Withheld at Source
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03501
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt111400
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt22539
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01167
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13800
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2847
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Lange
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sr Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John & Winifred Hayward Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt025-6787-00-3
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0237363201
ReturnHeader/Filer/PhoneNum02394341128
ReturnHeader/Filer/USAddress/AddressLine1Txt04851 Tamiami Trail North
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593732759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davidson Jamieson & Cristini PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01956 Bayshore Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dunedin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034698
ReturnHeader/PreparerPersonGrp/PhoneNum07277345437
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harry B Jamieson
ReturnHeader/ReturnTs02019-05-10T05:46:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,469,071
Liabilities
$0
Net assets
$7,469,071
Revenue
$464,404
Expenses
$691,194
Net income
-$226,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$1.34$0.74$0.60
2023Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.48$0.69$0.21
2022Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.36$0.68$0.32
2021Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$1.04$0.75$0.29
2020Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.65$0.65$0.00
2019Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.83$0.72$0.11
2018Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.46$0.69$0.23
2017Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.80$0.67$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$0.54$0.63$0.09
2015Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.62$0.67$0.05
2014Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.58$0.63$0.06
2013Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.64$0.65$0.01