Civic Intelligence

Nancy L Irwin Ira

EIN 26-3282886 • 501(c)2 • Apollo Beach, FL

Profile

Ira owned llc- retirement plan

7443 Surrey Wood LaneApollo Beach, FL 33572

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

99th percentile

139%

Higher net margin than 99% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2014

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2014

Asset Growth

21st percentile

-100%

Faster asset growth than 21% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $170,476 (-100%) from 2013

Liabilities

Down

$0

Down $116,972 (-100%) from 2013

Net Assets

Down

$0

Down $53,504 (-100%) from 2013

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$22,733

Down $40,704 (-226%) from 2013

Expenses

Down

$8,842

Down $16,488 (-65%) from 2013

Net Income

Down

-$31,575

Down $24,216 (-329%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $184,736Liabilities 2010: $122,990Net Assets 2010: $61,7462010Assets 2011: $178,921Liabilities 2011: $121,147Net Assets 2011: $57,7742011Assets 2012: $174,645Liabilities 2012: $119,145Net Assets 2012: $55,5002012Assets 2013: $170,476Liabilities 2013: $116,972Net Assets 2013: $53,5042013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2010: $13,983Expenses 2010: $24,003Net Income 2010: -$10,0202010Revenue 2011: $15,415Expenses 2011: $27,387Net Income 2011: -$11,9722011Revenue 2012: $14,933Expenses 2012: $25,207Net Income 2012: -$10,2742012Revenue 2013: $17,971Expenses 2013: $25,330Net Income 2013: -$7,3592013Revenue 2014: -$22,733Expenses 2014: $8,842Net Income 2014: -$31,5752014

Highlighted filing

2014

Revenue-$22,733
Expenses$8,842
Net Income-$31,575
Open 2014 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$22,733
Expenses
$8,842
Net income
-$31,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.23$0.09$0.32
2013Detailed filing. Detailed filing data is available for this year.$1.70$1.17$0.54$0.18$0.25$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$1.19$0.56$0.15$0.25$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.21$0.58$0.15$0.27$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$1.23$0.62$0.14$0.24$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jan 20, 2015
Return Version
2014v5.0
Gross Receipts
$151,990
Mission and Program Overview

Mission

Ira owned llc- retirement plan

Program Services

DescriptionGrantsExpenses
INVESTMENT FOR IRA OWNED LLC - RETIREMENT PLAN--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY IRWINNon Member Manager-$0--
Filing and Contact Details

Filer

Filer Name
Nancy L Irwin Ira
EIN
26-3282886
Address
7443 SURREY WOOD LANE, APOLLO BEACH, FL 33572

Signing Officer

Name
Nancy Irwin
Title
Non-member Mana
Phone
5857212344
Signed
2015-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Axiom Business Consulting LLC
Address
13234 TELECOM DRIVE, TAMPA, FL 33637
Preparer
Seema Jain CPA
Phone
8133950089
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountrental income 6,490”

Description of other expenses Part I line 16

“Description amountcommissions 249insurance 2,291bank service charge 85investment fee 12depreciation 862mortgage interest 2,409property tax 533rental expenserefund 283”

Other changes in net assets or fund balances Part I line 20

“Description amountfund transfer to ira fund (21,929)”

Description of other assets Part II line 24

“Category beginning of year end of year109-111 lindas creek property 88,006 0”

Description of total liabilities Part II line 26

“Category beginning of year end of yearnon-recourse mortgage 116,972 0”

Raw XML Appendix114 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NANCY IRWIN
IRS990EZ/BooksInCareOfDetail/PhoneNum05857212344
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07443 SURREY WOOD LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APOLLO BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033572
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02470
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0174723
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-31575
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01750
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0170476
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-29223
IRS990EZ/GrossReceiptsAmt0151990
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt080000
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053504
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053504
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt0368
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY IRWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0NON MEMBER MANAGER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt088006
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-21929
IRS990EZ/OtherExpensesTotalAmt06724
IRS990EZ/OtherRevenueTotalAmt06490
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IRA OWNED LLC- RETIREMENT PLAN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INVESTMENT FOR IRA OWNED LLC - RETIREMENT PLAN
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0145500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0116972
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08842
IRS990EZ/TotalRevenueAmt0-22733
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0IRA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0FUND CLOSED
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02015-05-31
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTRENTAL INCOME 6,490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCOMMISSIONS 249INSURANCE 2,291BANK SERVICE CHARGE 85INVESTMENT FEE 12DEPRECIATION 862MORTGAGE INTEREST 2,409PROPERTY TAX 533RENTAL EXPENSEREFUND 283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTFUND TRANSFER TO IRA FUND (21,929)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEAR109-111 LINDAS CREEK PROPERTY 88,006 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARNON-RECOURSE MORTGAGE 116,972 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY IRWIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0NON-MEMBER MANA
ReturnHeader/BusinessOfficerGrp/PhoneNum05857212344
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NANCY L IRWIN IRA
ReturnHeader/Filer/BusinessNameControlTxt0NANC
ReturnHeader/Filer/EIN0263282886
ReturnHeader/Filer/USAddress/AddressLine1Txt07443 SURREY WOOD LANE
ReturnHeader/Filer/USAddress/CityNm0APOLLO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033572
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461091835
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AXIOM BUSINESS CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013234 TELECOM DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033637
ReturnHeader/PreparerPersonGrp/PhoneNum08133950089
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEEMA JAIN CPA
ReturnHeader/ReturnTs02015-01-23T16:09:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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