Civic Intelligence

Kathy Carson Simple Ira

EIN 30-1057683 • Weehawken, NJ

1000 Harbor BlvdWeehawken, NJ 07086
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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

No historical points available for this chart yet.

Operations Trend

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

No historical points available for this chart yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 26, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Kathy Carson Simple IRA
EIN
30-1057683
Address
1000 Harbor Blvd, Weehawken, NJ 07086

Signing Officer

Name
Michael Lang - UBS Financial Svcs
Title
Director Client Tax Reporting
Phone
2156654582
Signed
2021-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax LLP
Address
30 Rockefeller Plaza, New York, NY 10012-0015
Preparer
Marco V Bertolozzi
Phone
2124362264
Raw XML Appendix131 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
IRS1041ScheduleD/CapitalLossLimitationAmt01577
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0-1470
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-107
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0-1577
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0-1470
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-107
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0-1470
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-107
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0-1577
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotAdjustmentsToGainOrLossAmt08901
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt022854
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-1470
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt012483
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotAdjustmentsToGainOrLossAmt0616
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt01578
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-107
IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0855
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt04684
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt14217
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossCd0O
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossCd1O
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt012380
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt110474
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd1VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-215
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-1255
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt07481
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt15002
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0184.24 shares of Magellan Midstream Partners LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1615.66 shares of Plains All American Pipeline LP
IRS8949/LongTermCapitalGainAndLossGrp/TotAdjustmentsToGainOrLossAmt08901
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt022854
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-1470
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt012483
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt0299
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt1317
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossCd0O
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossCd1O
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt0790
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt1788
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd1VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-13
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-94
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0478
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt1377
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc011.76 shares of Magellan Midstream Partners LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc146.34 shares of Plains All American Pipeline LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotAdjustmentsToGainOrLossAmt0616
IRS8949/ShortTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt01578
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-107
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0855
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt0544
IRS990T/BooksInCareOfDetail/PersonNm0UBS Financial Services Inc Custodia
IRS990T/BooksInCareOfDetail/PhoneNum02013523000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 Harbor Blvd
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Weehawken
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd007086
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt01341
IRS990T/OrganizationOtherTrustIndGrp/OrganizationOtherTrustInd0X
IRS990T/OrganizationOtherTrustIndGrp/OtherTrustTypeCd0IRA
IRS990TScheduleA/CapitalLossLimitationAmt0-1577
IRS990TScheduleA/ItmzdSupplementalInfoGrp/ExplanationTxt0IRC Section 751 - In the event the taxpayer has reported ordinary income upon the disposition of PTP
IRS990TScheduleA/ItmzdSupplementalInfoGrp/LineNum04b
IRS990TScheduleA/ItmzdSupplementalInfoGrp/PartNum0Part I
IRS990TScheduleA/PrincipalBusinessActivityCd0525920
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalOrdinaryGainLossAmt09517
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-284
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt07656
IRS990TScheduleA/TotUnrltTrdBusIncmAmt07656
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Trusts, Estates, Agency Accounts
IRS990TScheduleA/UBIBeforeNOLDedAmt07656
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt07656
IRS990T/Section199ADeductionAmt01531
IRS990T/Section408eInd0X
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt0544
IRS990T/TaxLessCreditsAmt0544
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt02531
IRS990T/TotalTaxAmt0544
IRS990T/TotalTaxComputationAmt0544
IRS990T/TotalUBTIAmt03784
IRS990T/TotalUBTIBeforeNOLSpecificAmt07656
IRS990T/TotalUBTIBeforeSection199AAmt06315
IRS990T/TotalUBTIComputedAmt07656
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-03-31 18:45:55Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Lang - UBS Financial Svcs
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director Client Tax Reporting
ReturnHeader/BusinessOfficerGrp/PhoneNum02156654582
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kathy Carson Simple IRA
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0301057683
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 Harbor Blvd
ReturnHeader/Filer/USAddress/CityNm0Weehawken
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007086
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Deloitte Tax LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 Rockefeller Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100120015
ReturnHeader/PreparerPersonGrp/PhoneNum02124362264
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marco V Bertolozzi
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-06-26T11:49:22-00:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michael
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lang
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.