Civic Intelligence

Roemer-Elrod Trust Fund for the Handicapped

990PF • Fiscal year 2020 • EIN 31-1105985

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 10, 2020

Organization Profile
398 Lovers Lane No ABowling Green, KY 42103

(270) 901-4384

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-146%

Higher net margin than 8% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-5.9%

Faster asset growth than 32% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

13%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$134,357

Down $8,459 (-5.9%) from 2019

Net Assets

Down

$134,357

Down $8,459 (-5.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Up

$5,803

Up $681 (+13%) from 2019

Expenses

Up

$14,262

Up $488 (+3.5%) from 2019

Net Income

Up

-$8,459

Up $193 (+2.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$300K$200K$100K$0Assets 2011: $183,687Liabilities 2011: $0Net Assets 2011: $183,6872011Assets 2012: $181,690Liabilities 2012: $0Net Assets 2012: $181,6902012Assets 2013: $184,572Liabilities 2013: $0Net Assets 2013: $184,5722013Assets 2014: $186,445Liabilities 2014: $0Net Assets 2014: $186,4452014Assets 2015: $171,998Liabilities 2015: $0Net Assets 2015: $171,9982015Assets 2016: $167,617Liabilities 2016: $0Net Assets 2016: $167,6172016Assets 2017: $159,307Liabilities 2017: $0Net Assets 2017: $159,3072017Assets 2018: $151,468Liabilities 2018: $0Net Assets 2018: $151,4682018Assets 2019: $142,816Liabilities 2019: $0Net Assets 2019: $142,8162019Assets 2020: $134,357Liabilities 2020: $0Net Assets 2020: $134,3572020Assets 2021: $237,621Liabilities 2021: $0Net Assets 2021: $237,6212021Assets 2022: $235,910Liabilities 2022: $0Net Assets 2022: $235,9102022Assets 2023: $222,211Liabilities 2023: $0Net Assets 2023: $222,2112023Assets 2024: $218,297Liabilities 2024: $0Net Assets 2024: $218,2972024Assets 2025: $218,031Liabilities 2025: $0Net Assets 2025: $218,0312025

Highlighted filing

2020

Assets$134,357
Liabilities$0
Net Assets$134,357
Open 2020 Filing

Operations Trend

Revenue Growth76th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $8,5442011Expenses 2012: $6,8492012Expenses 2013: $3,7762013Revenue 2014: $5,325Expenses 2014: $3,452Net Income 2014: $1,8732014Revenue 2015: $6,781Expenses 2015: $21,228Net Income 2015: -$14,4472015Revenue 2016: $5,109Expenses 2016: $9,490Net Income 2016: -$4,3812016Revenue 2017: $4,791Expenses 2017: $13,101Net Income 2017: -$8,3102017Revenue 2018: $5,211Expenses 2018: $13,050Net Income 2018: -$7,8392018Revenue 2019: $5,122Expenses 2019: $13,774Net Income 2019: -$8,6522019Revenue 2020: $5,803Expenses 2020: $14,262Net Income 2020: -$8,4592020Revenue 2021: $117,467Expenses 2021: $14,203Net Income 2021: $103,2642021Revenue 2022: $13,192Expenses 2022: $13,750Net Income 2022: -$5582022Revenue 2023: $351Expenses 2023: $14,050Net Income 2023: -$13,6992023Revenue 2024: $10,144Expenses 2024: $14,058Net Income 2024: -$3,9142024Revenue 2025: $12,277Expenses 2025: $11,171Net Income 2025: $1,1062025

Highlighted filing

2020

Revenue$5,803
Expenses$14,262
Net Income-$8,459
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANKLIN BANK TRUST COMPANYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roemer Elrod Trust Fund for
EIN
31-1105985
Phone
2709014384
Address
398 LOVERS LANE NO A, BOWLING GREEN, KY 42103

Signing Officer

Name
Guy Waggoner
Title
Sr Trust Officer
Phone
2709014398
Signed
2020-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram
Address
922 STATE STREET SUITE 100, BOWLING GREEN, KY 42101
Preparer
Joe Taylor
Phone
2707820700
Raw XML Appendix308 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0552
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt022531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt192938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIXED INCOME SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EQUITY SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1174410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05737
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05803
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0552
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01103
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01194
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02387
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010772
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05737
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8459
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt066
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04058
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05803
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05803
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01745
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03490
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt066
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8459
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0134357
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0142816
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0134357
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012440
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012440
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012440
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012481
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt041
IRS990PF/DistributableAmountGrp/TotalTaxAmt041
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0462
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0503
IRS990PF/FMVAssetsEOYAmt0214139
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0142816
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0115469
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0195251
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-8459
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt027347
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0142816
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0134357
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0142816
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0134357
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0253423
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt024586
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0228837
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03801
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012481
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0249622
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0253423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANKLIN BANK TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01042 FAIRVIEW AVE SUITE A
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd042103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt012064
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUND SUMMER CAMP FOR PHYSICALLY AND MENTALLY CHALLENGED CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION TO HELP FUND THERAPEUTIC HORSE RIDING FOR STUDENTS WITH DISABILTIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTIRBUTION FOR PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAMP HAPPY DAYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NEW BEGINNINGS THERAPEUTIC RIDING INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DOWN SYNDROME SUPPORT GROUP OF SOUTH CENTRAL KENTUCKY INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1600 BILL FERGUSON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1611
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010772
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012440
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012517
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010772
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02709014398
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROEMER ELROD TRUST FUND FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE HANDICAPPED
ReturnHeader/Filer/BusinessNameControlTxt0ROEM
ReturnHeader/Filer/EIN0311105985
ReturnHeader/Filer/PhoneNum02709014384
ReturnHeader/Filer/USAddress/AddressLine1Txt0398 LOVERS LANE NO A
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ReturnHeader/FilingSecurityInformation/IPDt02020-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:41:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0922 STATE STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOWLING GREEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042101
ReturnHeader/PreparerPersonGrp/PhoneNum02707820700
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE TAYLOR
ReturnHeader/ReturnTs02020-07-21T10:34:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$134,357
Liabilities
$0
Net assets
$134,357
Revenue
$5,803
Expenses
$14,262
Net income
-$8,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.12$0.11$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.10$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.00$0.14$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.13$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$1.17$0.14$1.03
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.06$0.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.14$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.05$0.13$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.05$0.13$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.07$0.21$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.05$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.09