Civic Intelligence

Junior League of Charlotte Legacy Foundation Inc.

990 • Fiscal year 2014 • EIN 26-0180441

Jun 01, 2013 to May 31, 2014 • Filed on Apr 15, 2015

Organization ProfileWWW.JLCCHARLOTTE.ORG
1332 Maryland Avenue28209

(704) 375-5993

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2014 filings • NTEE S • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

50th percentile

0.26x

Higher debt load relative to revenue than 50% of similar nonprofits.

2014 filings • NTEE S • $1M-$5M nonprofits • Source year 2014

Net Margin

1st percentile

-295%

Higher net margin than 1% of similar nonprofits.

2014 filings • NTEE S • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • NTEE S • $1M-$5M nonprofits • Source year 2014

Asset Growth

64th percentile

5.1%

Faster asset growth than 64% of similar nonprofits.

2014 filings • NTEE S • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,362,121

Up $65,887 (+5.1%) from 2013

Net Assets

Up

$1,355,183

Up $65,687 (+5.1%) from 2013

Liabilities

Up

$6,938

Up $200 (+3.0%) from 2013

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin1st percentile

Revenue

$26,288

No earlier filing loaded for comparison.

Expenses

Up

$103,941

Up $93,982 (+944%) from 2013

Net Income

-$77,653

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,296,234Liabilities 2013: $6,738Net Assets 2013: $1,289,4962013Assets 2014: $1,362,121Liabilities 2014: $6,938Net Assets 2014: $1,355,1832014Assets 2015: $1,359,355Liabilities 2015: $8,419Net Assets 2015: $1,350,9362015Assets 2016: $1,327,479Liabilities 2016: $2,007Net Assets 2016: $1,325,4722016Assets 2017: $1,384,797Liabilities 2017: $0Net Assets 2017: $1,384,7972017Assets 2018: $1,428,928Liabilities 2018: $0Net Assets 2018: $1,428,9282018Assets 2019: $1,419,095Liabilities 2019: $0Net Assets 2019: $1,419,0952019Assets 2020: $1,483,058Liabilities 2020: $0Net Assets 2020: $1,483,0582020Assets 2021: $1,856,637Liabilities 2021: $0Net Assets 2021: $1,856,6372021Assets 2022: $1,604,646Liabilities 2022: $0Net Assets 2022: $1,604,6462022Assets 2023: $1,520,661Liabilities 2023: $0Net Assets 2023: $1,520,6612023Assets 2024: $1,662,557Liabilities 2024: $0Net Assets 2024: $1,662,5572024Assets 2025: $1,788,190Liabilities 2025: $0Net Assets 2025: $1,788,1902025

Highlighted filing

2014

Assets$1,362,121
Liabilities$6,938
Net Assets$1,355,183
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2013: $9,9592013Revenue 2014: $26,288Expenses 2014: $103,941Net Income 2014: -$77,6532014Revenue 2015: $176,777Expenses 2015: $7,581Net Income 2015: $169,1962015Revenue 2016: -$51,553Expenses 2016: $7,706Net Income 2016: -$59,2592016Revenue 2017: -$10,585Expenses 2017: $53,429Net Income 2017: -$64,0142017Revenue 2018: $261,944Expenses 2018: $39,223Net Income 2018: $222,7212018Revenue 2019: $31,862Expenses 2019: $37,257Net Income 2019: -$5,3952019Revenue 2020: $67,742Expenses 2020: $60,598Net Income 2020: $7,1442020Revenue 2021: $43,506Expenses 2021: $65,750Net Income 2021: -$22,2442021Revenue 2022: $84,916Expenses 2022: $70,858Net Income 2022: $14,0582022Revenue 2023: $29,804Expenses 2023: $74,512Net Income 2023: -$44,7082023Revenue 2024: $44,246Expenses 2024: $113,462Net Income 2024: -$69,2162024Revenue 2025: $45,528Expenses 2025: $7,068Net Income 2025: $38,4602025

Highlighted filing

2014

Revenue$26,288
Expenses$103,941
Net Income-$77,653
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Apr 15, 2015
Return Version
2013v4.0
Gross Receipts
$34,698
Mission and Program Overview

Mission

The Junior League of Charlotte Legacy Foundation, Inc's ("Foundation") mission is to secure the long-term financial future of the Junior League of Charlotte, Inc. ("League") and distribute funds that will be used to support the League in meeting its mission.

The foundation raises funds in order to nurture and support the mission and volunteers of the junior leage of charlotte, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,289,495$1,353,732▲ $64,237
Total Assets$1,296,234$1,362,121▲ $65,887
Other Assets Total$6,739$8,389▲ $1,650
Liabilities
Other Liabilities$6,738$6,938▲ $200
Total Liabilities$6,738$6,938▲ $200
Net Assets / Fund Balance
Unrestricted Net Assets$1,289,496$1,355,183▲ $65,687
Total Net Assets Fund Balance$1,289,496$1,355,183▲ $65,687
Total Liabilities and Net Assets / Fund Balance$1,296,234$1,362,121▲ $65,887

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,353,732--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,289,495$1,450▲ $157,238-$1,355,183
2012$1,165,354-▲ $174,101-$1,289,495
2011$1,215,325$27,972▼ $77,943-$1,165,354
2010$1,034,284-▲ $181,041-$1,215,325
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
Beverley ShullJlc Board of Diretors President
Alicia Morris RuddPresident
Amie HutchisonBoard Member
Dawn OwenBoard Member
Diana WarthBoard Member
Emily KroppBoard Member
Geraldine NathanBoard Member
Katrina DavidsonBoard Member
Kimberly GrantBoard Member
Laura YoungBoard Member
Katherine CoxChief Financial Officer
Katheryn WoodruffChief Financial Officer
Heather HendrenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,450
Program Service Revenue
$0
Investment Income
$24,838
Other Revenue
$0
All Other Contributions
$1,450
Change in Net Assets
$-77,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$93,000
Other Expenses$10,941
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$93,000--$93,000
Fees for Service Investment Mgmnt Fees$10,941--$10,941
Total Functional Expenses$103,941$0$0$103,941
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
56-0561657-501(c)(3)To Support the Operations of the Recipient Organization.$93,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Junior League$4,381
Due to Support$2,357
Due to Revenue$200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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 11

“The organization will provide board members with a copy of the 990 to review.”

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

“Any board member who is associated with an existing or potential partner with the league must identify themselves in any meeting prior to discussion. An association is defined as (1) employment and (2) member of the board. A potential partner is defined as (1) new or old project, (2) new or old placement, (3) persons applying for employment and (4) businesses bidding for contracts. If a conflict of interest is determined, the board member must remove herself from any deliberations and vote.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available for inspection by the public upon request.”

Filing and Contact Details

Filer

EIN
26-0180441
Phone
7043755993

Signing Officer

Name
Katheryn Woodruff
Title
Vice President of Finance
Phone
7043755993
Signed
2015-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katheryn Woodruff
Formed
2007
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Preparer
John Norman
Phone
7049985200
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IRS990/Form990PartVIISectionAGrp/TitleTxt3JLC BOARD OF DIRETORS PRESIDENT
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE JUNIOR LEAGUE OF CHARLOTTE LEGACY FOUNDATION CONTINUES TO QUALIFY AS A PUBLIC CHARITY UNDER THE FACTS AND CIRCUMSTANCES TEST. THE PUBLIC SUPPORT RECEIVED BY THE ORGANIZAITON EQUALS AT LEAST 10% OF THE TOTAL SUPPORT RECEIVED BY THE ORGANIZATION. THE ORGANIZATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS. IN ADDITION, THE 10% TEST IS SATISFIED BY SUPPORT FROM A VARIETY OF UNRELATED DONORS WHO DO NOT CONTROL THE ORGANIZATION. THE ORGANIZATION'S GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, THE ORGANIZATION PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUOUS BASIS, AND THE ORGANIZATION MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING ITS CHARITABLE WORK IN THE COMMUNITY.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0735
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018156
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt043626
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036415
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026564
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0161142
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.10130
IRS990ScheduleA/PublicSupportPY170Pct00.14690
IRS990ScheduleA/PublicSupportTotal170Amt018156
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05296
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0735
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018156
IRS990ScheduleA/TotalSupportAmt0179298
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01289495
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01450
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01355183
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt093000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0157238
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01165354
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01289495
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt049960
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0174101
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01215325
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt027972
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01165354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-77943
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01034284
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01215325
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0181041
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04381
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12357
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO JUNIOR LEAGUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO SUPPORT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO REVENUE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01353732
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MERRILL LYNCH INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01353732
IRS990ScheduleD/TotalLiabilityAmt06938
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt093000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE OPERATIONS OF THE RECIPIENT ORGANIZATION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10THE JUNIOR LEAGUE OF CHARLOTTE
IRS990ScheduleI/RecipientTable/RecipientEIN0560561657
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101332 MARYLAND AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0CHARLOTTE
IRS990ScheduleI/RecipientTable/USAddress/State0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode028209
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WORKS CLOSELY WITH THE RECIPIENT CHARITABLE ORGANIZATION AND HAS OVERLAPPING BOARD MEMBERS THAT MONITOR USE OF THE GRANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WILL PROVIDE BOARD MEMBERS WITH A COPY OF THE 990 TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY BOARD MEMBER WHO IS ASSOCIATED WITH AN EXISTING OR POTENTIAL PARTNER WITH THE LEAGUE MUST IDENTIFY THEMSELVES IN ANY MEETING PRIOR TO DISCUSSION. AN ASSOCIATION IS DEFINED AS (1) EMPLOYMENT AND (2) MEMBER OF THE BOARD. A POTENTIAL PARTNER IS DEFINED AS (1) NEW OR OLD PROJECT, (2) NEW OR OLD PLACEMENT, (3) PERSONS APPLYING FOR EMPLOYMENT AND (4) BUSINESSES BIDDING FOR CONTRACTS. IF A CONFLICT OF INTEREST IS DETERMINED, THE BOARD MEMBER MUST REMOVE HERSELF FROM ANY DELIBERATIONS AND VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION BY THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01296234
IRS990/TotalAssetsEOYAmt01362121
IRS990/TotalAssetsGrp/BOYAmt01296234
IRS990/TotalAssetsGrp/EOYAmt01362121
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01450
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103941
IRS990/TotalFunctionalExpensesGrp/TotalAmt0103941
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06738
IRS990/TotalLiabilitiesEOYAmt06938
IRS990/TotalLiabilitiesGrp/BOYAmt06738
IRS990/TotalLiabilitiesGrp/EOYAmt06938
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01289496
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01355183
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0103941
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024838
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026288
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01296234
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01362121
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01289496
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01355183
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101332 MARYLAND AVENUE
IRS990/USAddress/City0CHARLOTTE
IRS990/USAddress/State0NC
IRS990/USAddress/ZIPCode028209
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.JLCCHARLOTTE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERYN WOODRUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum07043755993
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10JUNIOR LEAGUE OF CHARLOTTE LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JUNI
ReturnHeader/Filer/EIN0260180441
ReturnHeader/Filer/PhoneNum07043755993
ReturnHeader/Filer/USAddress/AddressLine101332 MARYLAND AVENUE
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10101 NORTH TRYON STREET SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,362,121
Liabilities
$6,938
Net assets
$1,355,183
Revenue
$26,288
Expenses
$103,941
Net income
-$77,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.05$0.01$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.04$0.11$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.03$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.08$0.07$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.00$1.86$0.04$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.07$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.26$0.04$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.01$0.05$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.05$0.01$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.35$0.18$0.01$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.36$0.03$0.10$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.01$1.29$0.01