Civic Intelligence

Jeffery Wallace Ellis Trust C/O Mcdermott & Miller PC

990PF • Fiscal year 2017 • EIN 36-3494704

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 25, 2018

Organization Profile
PO Box 1317Hastings, NE 68902-1317

(402) 462-4154

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

39th percentile

-0.0%

Higher net margin than 39% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

39th percentile

-0.0%

Faster asset growth than 39% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

195%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,741,368

Down $23 (-0.0%) from 2016

Net Assets

Down

$1,741,368

Down $23 (-0.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin39th percentile

Revenue

Up

$172,628

Up $114,042 (+195%) from 2016

Expenses

Up

$172,651

Up $4,102 (+2.4%) from 2016

Net Income

Up

-$23

Up $109,940 (+100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,789,159Liabilities 2012: $0Net Assets 2012: $1,789,1592012Assets 2013: $1,735,235Liabilities 2013: $0Net Assets 2013: $1,735,2352013Assets 2014: $1,710,223Liabilities 2014: $0Net Assets 2014: $1,710,2232014Assets 2015: $1,851,354Liabilities 2015: $0Net Assets 2015: $1,851,3542015Assets 2016: $1,741,391Liabilities 2016: $0Net Assets 2016: $1,741,3912016Assets 2017: $1,741,368Liabilities 2017: $0Net Assets 2017: $1,741,3682017Assets 2018: $1,843,145Liabilities 2018: $0Net Assets 2018: $1,843,1452018Assets 2019: $2,165,493Liabilities 2019: $0Net Assets 2019: $2,165,4932019Assets 2020: $2,184,084Liabilities 2020: $0Net Assets 2020: $2,184,0842020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$1,741,368
Liabilities$0
Net Assets$1,741,368
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $140,7232012Revenue 2013: $82,208Expenses 2013: $136,132Net Income 2013: -$53,9242013Revenue 2014: $127,780Expenses 2014: $152,792Net Income 2014: -$25,0122014Revenue 2015: $294,854Expenses 2015: $153,723Net Income 2015: $141,1312015Revenue 2016: $58,586Expenses 2016: $168,549Net Income 2016: -$109,9632016Revenue 2017: $172,628Expenses 2017: $172,651Net Income 2017: -$232017Revenue 2018: $267,071Expenses 2018: $165,294Net Income 2018: $101,7772018Revenue 2019: $474,853Expenses 2019: $152,505Net Income 2019: $322,3482019Revenue 2020: $150,712Expenses 2020: $132,121Net Income 2020: $18,5912020Revenue 2021: $134,783Expenses 2021: $2,318,867Net Income 2021: -$2,184,0842021

Highlighted filing

2017

Revenue$172,628
Expenses$172,651
Net Income-$23
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 25, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD H ELLIS JRPresident/Trustee-$0--
EVA ELLISSecretary/Trustee-$0--
PETER ELLISVice President/Trustee-$0--
AMANDA ELLIS-THURBERTreasurer/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Jeffery Wallace Ellis Trust
EIN
36-3494704
Phone
4024624154
Address
PO BOX 1317, HASTINGS, NE 68902-1317

Signing Officer

Name
Lloyd H Ellis Jr
Title
Pres./trustee
Phone
4024624154
Signed
2018-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Company Pc
Address
PO BOX 1317, HASTINGS, NE 68902-1317
Preparer
Ashley a Englund Cpacva
Phone
4024624154
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-23
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01741368
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01741391
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01741368
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0131986
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0131986
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0131986
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0133346
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01360
IRS990PF/DistributableAmountGrp/TotalTaxAmt01360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0967
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0967
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02327
IRS990PF/FMVAssetsEOYAmt02702512
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt017000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt017000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01380063
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01380063
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt013959
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0307298
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0293339
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0293339
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01167000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0834
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01761
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01761
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01358428
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01348717
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01436200
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0344328
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0344305
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt088790
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt097551
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt097551
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01741391
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01741368
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02702512
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01741391
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01741368
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01741391
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01741368
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02707541
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt087497
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01452210
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt040613
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01167834
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0133346
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02666928
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02707541
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LLOYD H ELLIS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EVA ELLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER ELLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3AMANDA ELLIS-THURBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt033775 REDBRIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt133775 REDBRIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25422 GRACE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3285 ABBOTT RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOLON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SOLON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MENTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BRATTLEBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd305301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0127655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0129015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0125006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0125773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0130123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0121200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0118732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02666928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02658269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02654062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02609949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02555699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02492394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0135045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.239332
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0133685
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0135045
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01360
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0135045
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LUTZ COMPANY PC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0747 N BURLINGTON SUITE 401

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,741,368
Liabilities
$0
Net assets
$1,741,368
Revenue
$172,628
Expenses
$172,651
Net income
-$23
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$2.32$2.18
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.15$0.13$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.47$0.15$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.27$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.17$0.17$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.06$0.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.29$0.15$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.13$0.15$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08$0.14$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.14