Civic Intelligence

Ivy Charitable Foundation

990 • Fiscal year 2013 • EIN 31-1685355

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 07, 2014

Organization ProfileN/A
C/O Robert Battle 1805 OwensfieldDrive22901

(434) 296-2156

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

66th percentile

9.6%

Higher net margin than 66% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$1,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

$4,486,570

No earlier filing loaded for comparison.

Net Assets

$4,486,570

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin66th percentile

Revenue

$336,491

No earlier filing loaded for comparison.

Expenses

$304,241

No earlier filing loaded for comparison.

Net Income

$32,250

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2013: $4,486,570Liabilities 2013: $0Net Assets 2013: $4,486,5702013Assets 2014: $4,457,428Liabilities 2014: $0Net Assets 2014: $4,457,4282014Assets 2015: $4,085,278Liabilities 2015: $0Net Assets 2015: $4,085,2782015Assets 2016: $4,250,535Liabilities 2016: $0Net Assets 2016: $4,250,5352016Assets 2017: $4,480,229Liabilities 2017: $0Net Assets 2017: $4,480,2292017Assets 2018: $3,938,151Liabilities 2018: $0Net Assets 2018: $3,938,1512018Assets 2019: $4,694,864Liabilities 2019: $3,000Net Assets 2019: $4,691,8642019Assets 2020: $2,063,447Liabilities 2020: $0Net Assets 2020: $2,063,4472020Assets 2021: $2,118,242Liabilities 2021: $3,817Net Assets 2021: $2,114,4252021Assets 2022: $1,295,363Liabilities 2022: $2,850Net Assets 2022: $1,292,5132022Assets 2023: $1,384,405Liabilities 2023: $2,812Net Assets 2023: $1,381,5932023Assets 2024: $1,370,976Liabilities 2024: $0Net Assets 2024: $1,370,9762024

Highlighted filing

2013

Assets$4,486,570
Liabilities$0
Net Assets$4,486,570
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2013: $336,491Expenses 2013: $304,241Net Income 2013: $32,2502013Revenue 2014: $326,275Expenses 2014: $301,881Net Income 2014: $24,3942014Revenue 2015: $224,335Expenses 2015: $302,287Net Income 2015: -$77,9522015Revenue 2016: $232,533Expenses 2016: $300,985Net Income 2016: -$68,4522016Revenue 2017: $203,151Expenses 2017: $302,318Net Income 2017: -$99,1672017Revenue 2018: $163,929Expenses 2018: $303,709Net Income 2018: -$139,7802018Revenue 2019: $230,991Expenses 2019: $302,570Net Income 2019: -$71,5792019Revenue 2020: $309,599Expenses 2020: $2,339,600Net Income 2020: -$2,030,0012020Revenue 2021: $380,892Expenses 2021: $441,177Net Income 2021: -$60,2852021Revenue 2022: $212,900Expenses 2022: $478,253Net Income 2022: -$265,3532022Revenue 2023: $54,330Expenses 2023: $148,336Net Income 2023: -$94,0062023Revenue 2024: $183,953Expenses 2024: $242,370Net Income 2024: -$58,4172024

Highlighted filing

2013

Revenue$336,491
Expenses$304,241
Net Income$32,250
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 7, 2014
Return Version
2013v3.0
Gross Receipts
$2,280,082
Mission and Program Overview

Mission

The foundation is organized and operated exclusively for the benefit of the university of virginia by providing financial support for scientific research at the university's health sciences center, school of engineering and applied sciences, and college of arts and sciences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,967,246$4,362,770▲ $395,524
Savings and Temporary Cash Investments$345,623$107,820▼ $237,803
Cash and Non-Interest-Bearing Accounts$2,778$11,688▲ $8,910
Total Assets$4,325,326$4,486,570▲ $161,244
Other Assets Total$9,679$4,292▼ $5,387
Liabilities
Grants Payable$200,000--
Total Liabilities$200,000$0▼ $200,000
Net Assets / Fund Balance
Unrestricted Net Assets$4,125,326$4,486,570▲ $361,244
Total Net Assets Fund Balance$4,125,326$4,486,570▲ $361,244
Total Liabilities and Net Assets / Fund Balance$4,325,326$4,486,570▲ $161,244
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
Alden EnglishSecretary$1,000$1,000
Christopher M Kramer MdDirector$1,000$1,000
Martha Battle MdVice President & Treasurer$1,000$1,000
Robert Battle MdChairman$1,000$1,000

Board Members and Trustees

NameTitle
Nancy E Dunlap MdDirector
Richard KreitlerDirector
Robert Sofferman MdDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$336,491
Other Revenue
$0
Change in Net Assets
$32,250

Audited Revenue Reconciliation

Revenue per Audited Statements
$336,491
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$328,994
Total Revenue per Audited Statements
$665,485
Total Revenue per Form 990
$336,491
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$250,000
Other Expenses$50,241
Salaries, Compensation, and Employee Benefits$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$250,000--$250,000
Fees for Service Investment Mgmnt Fees-$36,082-$36,082
Fees for Services Other-$12,565-$12,565
Current Officers, Directors, Trustees, and Key Employees-$4,000-$4,000
Other Expenses-$1,594-$1,594
Total Functional Expenses$250,000$54,241$0$304,241

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$304,241
Total Expenses per Audited Statements$304,241
Total Expenses per Form 990$304,241
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
54-6001796-501(c)(3)PROVIDE FINANCIAL SUPPORT & PROGRAM SUPPORT FOR SCIENTIFIC RESEARCH AT UVA'S HEALTH SCIENCES CENTER.$250,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 A, Line 2

“Dr. Robert battle, director, and dr. Martha battle, officer, are husband and wife.”

Form 990, Part VI, Section B, Line 11

“The tax return is distributed to board members a reasonable period before filing. Feedback from board members is encouraged.”

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

“Pursuant to the foundation's by-laws, the foundation enforces and monitors officers, directors, and employees' compliance with its conflict of interest policy in two ways: 1. Officers, directors, and employees sign the "conflict of interest acknowledgement and disclosure form" attesting to their awareness of the policy as well as the presence and/or absence of conflict of interest. 2. Officers, directors, and employees of the foundation are required to fully disclose all conflicts of interest promptly.”

Form 990, Part VI, Section B, Line 15

“Form 990, part vi, sect b, line 15: although the foundation has an executive compensation policy, it currently does not have any compensated executives or key employees. Only small stipends are paid to directors ( see part vii column d).”

Form 990, Part VI, Section C, Line 18

“The foundation's information is available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization provides those documents in the same manner as public inspection of the form 990.”

Filing and Contact Details

Filer

EIN
31-1685355
Phone
4342962156

Signing Officer

Name
Robert Battle Md
Title
Chairman
Phone
4342962156
Signed
2014-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Battle Md
Formed
1999
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Preparer
Phillip W Shiflett
Phone
4342962156
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, QUESTION 2C: BOARD'S REVIEW OF AUDITED FINANCIALS

“There were no changes in the board's review process from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with guidance established by the financial accounting standards board and determined that there are no uncertain tax positions that would have a material impact on the financial statements of the foundation.”

Raw XML Appendix386 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0THE $250,000 OF MONETARY SUPPORT WAS ALL PAID TO THE UNIVERSITY OF VIRGINIA AS OF DECEMBER 31, 2013. AT DECEMBER 2012, THE FOUNDATION REPORTED A GRANT PAYABLE TO THE UNIVERSITY OF VIRGINIA IN THE AMOUNT OF $200,000, WHICH WAS PAID IN JANUARY OF 2013. THEREFORE, THE TOTAL MONETARY SUPPORT PAID IN CASH DURING 2013 WAS $450,000.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE FINANCIAL SUPPORT & PROGRAM SUPPORT FOR SCIENTIFIC RESEARCH AT UVA'S HEALTH SCIENCES CENTER.
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IRS990ScheduleI/RecipientTable/RecipientEIN0546001796
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10400 RAY C HUNT DRIVE
IRS990ScheduleI/RecipientTable/USAddress/City0CHARLOTTESVILLE
IRS990ScheduleI/RecipientTable/USAddress/State0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode022904
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION GETS REPORTS AND FEEDBACK FROM GRANT RECIPIENTS ON HOW THE GRANTS WERE USED. THE UNIVERSITY OF VIRGINIA REPRESENTATIVES ATTEND AND REPORT AT BOARD MEETINGS.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1THE 2013 TOTAL CASH GRANT PAYMENTS INCLUDED $250,000 FOR 2013 AND $200,000 FOR THE 2012 ACCRUED AND COMMITTED GRANT THAT WAS PAID TO THE UNIVERSITY OF VIRGINIA DURING 2013.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PART II, LINE 1 : CASH GRANTS
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DR. ROBERT BATTLE, DIRECTOR, AND DR. MARTHA BATTLE, OFFICER, ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS DISTRIBUTED TO BOARD MEMBERS A REASONABLE PERIOD BEFORE FILING. FEEDBACK FROM BOARD MEMBERS IS ENCOURAGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PURSUANT TO THE FOUNDATION'S BY-LAWS, THE FOUNDATION ENFORCES AND MONITORS OFFICERS, DIRECTORS, AND EMPLOYEES' COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY IN TWO WAYS: 1. OFFICERS, DIRECTORS, AND EMPLOYEES SIGN THE "CONFLICT OF INTEREST ACKNOWLEDGEMENT AND DISCLOSURE FORM" ATTESTING TO THEIR AWARENESS OF THE POLICY AS WELL AS THE PRESENCE AND/OR ABSENCE OF CONFLICT OF INTEREST. 2. OFFICERS, DIRECTORS, AND EMPLOYEES OF THE FOUNDATION ARE REQUIRED TO FULLY DISCLOSE ALL CONFLICTS OF INTEREST PROMPTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART VI, SECT B, LINE 15: ALTHOUGH THE FOUNDATION HAS AN EXECUTIVE COMPENSATION POLICY, IT CURRENTLY DOES NOT HAVE ANY COMPENSATED EXECUTIVES OR KEY EMPLOYEES. ONLY SMALL STIPENDS ARE PAID TO DIRECTORS ( SEE PART VII COLUMN D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION'S INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION PROVIDES THOSE DOCUMENTS IN THE SAME MANNER AS PUBLIC INSPECTION OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THERE WERE NO CHANGES IN THE BOARD'S REVIEW PROCESS FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, QUESTION 2C: BOARD'S REVIEW OF AUDITED FINANCIALS
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10UNIVERSITY OF VIRGINIA MEDICAL RESEARCH - UVA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0546001796
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0THE FOUNDATION PROVIDES GRANTS FOR SCIENTIFIC RESEARCH.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10400 RAY C HUNT DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0CHARLOTTESVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode022904
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04325326
IRS990/TotalAssetsEOYAmt04486570
IRS990/TotalAssetsGrp/BOYAmt04325326
IRS990/TotalAssetsGrp/EOYAmt04486570
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054241
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0250000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0304241
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0200000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0200000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04125326
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04486570
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0250000
IRS990/TotalReportableCompFromOrgAmt04000
IRS990/TotalRevenueGrp/ExclusionAmt0336491
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0336491
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04325326
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04486570
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04125326
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04486570
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10C/O ROBERT BATTLE 1805 OWENSFIELD
IRS990/USAddress/AddressLine20DRIVE
IRS990/USAddress/City0CHARLOTTESVILLE
IRS990/USAddress/State0VA
IRS990/USAddress/ZIPCode022901
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BATTLE MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04342962156
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE IVY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IVY
ReturnHeader/Filer/EIN0311685355
ReturnHeader/Filer/PhoneNum04342962156
ReturnHeader/Filer/USAddress/AddressLine10C/O ROBERT BATTLE 1805 OWENSFIELD
ReturnHeader/Filer/USAddress/AddressLine20DRIVE
ReturnHeader/Filer/USAddress/City0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode022901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540618213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HANTZMON WIEBEL LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10818 E JEFFERSON ST PO BOX 1408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode022902
ReturnHeader/PreparerPersonGrp/PhoneNum04342962156
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP W SHIFLETT
ReturnHeader/ReturnTs02014-10-30T10:51:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,486,570
Liabilities
$0
Net assets
$4,486,570
Revenue
$336,491
Expenses
$304,241
Net income
$32,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.18$0.24$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.15$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.29$0.21$0.48$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.11$0.38$0.44$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.31$2.34$2.03
2019Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.23$0.30$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.16$0.30$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.20$0.30$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.23$0.30$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.22$0.30$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.33$0.30$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.34$0.30$0.03