Civic Intelligence

National Association of Iolta Programs

990EZ • Fiscal year 2017 • EIN 36-3519507

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

Organization ProfileN/A
180 Howard StreetSan Francisco, CA 94105

(415) 538-2249

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-218%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$247,424

Down $240,401 (-49%) from 2016

Net Assets

Down

$247,424

Down $240,401 (-49%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin3rd percentile

Revenue

Up

$110,438

Up $28,314 (+34%) from 2016

Expenses

Up

$350,839

Up $300,398 (+596%) from 2016

Net Income

Down

-$240,401

Down $272,084 (-859%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$600K$400K$200K$0Assets 2011: $113,932Liabilities 2011: $0Net Assets 2011: $113,9322011Assets 2012: $110,301Liabilities 2012: $0Net Assets 2012: $110,3012012Assets 2013: $100,304Liabilities 2013: $0Net Assets 2013: $100,3042013Assets 2014: $252,545Liabilities 2014: $0Net Assets 2014: $252,5452014Assets 2015: $456,142Liabilities 2015: $0Net Assets 2015: $456,1422015Assets 2016: $487,825Liabilities 2016: $0Net Assets 2016: $487,8252016Assets 2017: $247,424Liabilities 2017: $0Net Assets 2017: $247,4242017Assets 2018: $111,323Liabilities 2018: $0Net Assets 2018: $111,3232018Assets 2019: $85,730Liabilities 2019: $0Net Assets 2019: $85,7302019Assets 2020: $186,789Net Assets 2020: $186,7892020Assets 2021: $239,778Liabilities 2021: $56,614Net Assets 2021: $183,1642021Assets 2022: $272,311Liabilities 2022: $75,564Net Assets 2022: $196,7472022Assets 2023: $279,665Liabilities 2023: $39,203Net Assets 2023: $240,4622023Assets 2024: $292,337Liabilities 2024: $7,275Net Assets 2024: $285,0622024Assets 2025: $310,705Liabilities 2025: $44,767Net Assets 2025: $265,9382025

Highlighted filing

2017

Assets$247,424
Liabilities$0
Net Assets$247,424
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $8,550Expenses 2011: $8,911Net Income 2011: -$3612011Revenue 2012: $7,875Expenses 2012: $11,506Net Income 2012: -$3,6312012Revenue 2013: $9,534Expenses 2013: $19,531Net Income 2013: -$9,9972013Revenue 2014: $157,915Expenses 2014: $5,674Net Income 2014: $152,2412014Revenue 2015: $363,455Expenses 2015: $159,858Net Income 2015: $203,5972015Revenue 2016: $82,124Expenses 2016: $50,441Net Income 2016: $31,6832016Revenue 2017: $110,438Expenses 2017: $350,839Net Income 2017: -$240,4012017Revenue 2018: $9,293Expenses 2018: $145,394Net Income 2018: -$136,1012018Revenue 2019: $11,188Expenses 2019: $37,611Net Income 2019: -$26,4232019Revenue 2020: $145,679Expenses 2020: $44,620Net Income 2020: $101,0592020Revenue 2021: $108,076Expenses 2021: $83,235Net Income 2021: $24,8412021Revenue 2022: $107,872Expenses 2022: $94,289Net Income 2022: $13,5832022Revenue 2023: $162,177Expenses 2023: $118,462Net Income 2023: $43,7152023Revenue 2024: $199,061Expenses 2024: $154,461Net Income 2024: $44,6002024Revenue 2025: $189,694Expenses 2025: $208,818Net Income 2025: -$19,1242025

Highlighted filing

2017

Revenue$110,438
Expenses$350,839
Net Income-$240,401
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$110,438
Mission and Program Overview

Mission

ASSIST IOLTA PROGRAMS

To coordinate the IOLTA programs in each state, District of Columbia, Puerto Rico, U.S. Virgin Islands and Canada.

Program Services

DescriptionGrantsExpenses
CONDUCTED MEETINGS AND DISTRIBUTED INFORMATION REGARDING LEGAL SERVICES TO INDIGENTS, GRANTMAKING, FUND-RAISING, ADMINISTRATION, PUBLIC RELATIONS, LEGAL ISSUES AND OTHER MATTERS.$0$349,916
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH BAKERPresident-$0--
DAVID HOLTERMANNVice President-$0--
STEPHANIE CHOYTreasurer-$0--
ROBERT J LECLAIRSecretary-$0--
CHARLES DUNLAPImmed Past President-$0--
BARRI BERNSTEINBoard Member-$0--
TRACY DANIELSBoard Member-$0--
CHRISTINE FECKOBoard Member-$0--
AMY JOHNSONBoard Member-$0--
STEPHANIE LIBHARTBoard Member-$0--
KIRRA JARRATTBoard Member-$0--
DEETE TOMLINSONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
National Association of IOLTA Programs
EIN
36-3519507
Phone
4155382249
Address
180 Howard Street, San Francisco, CA 94105

Signing Officer

Name
Stephanie Choy
Title
Treasurer
Phone
4155382249
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Thornton & Co PC
Address
PO Box 96, Montgomery, AL 36101-0096
Preparer
Lucinda S Chappelle
Phone
3348347660
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: INTEREST. Amount: 1,159. Description: other income. Amount: 504. Total to Form 990-EZ, line 8: 1,663.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: CONFERENCE SUPPORT. Grantee Name: INDIANA PHILANTHROPY ALLIANCE. Grantee Address: 32 E WASHINGTON ST., STE 1100 INDIANAPOLIS, IN 46204. Grantee Relationship: NONE. Amount Given: 890.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: GRANT. Grantee Name: Georgia bar Foundation. Grantee Address: 104 MARIETTA ST., NW, SUITE 160 ATLANTA, GA 30303. Grantee Relationship: NONE. Amount Given: 10,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: GRANT. Grantee Name: Louisiana Bar Foundation. Grantee Address: 1615 POYDRAS ST., SUITE 1000 NEW ORLEANS , LA 70112. Grantee Relationship: NONE. Amount Given: 15,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: GRANT. Grantee Name: massachusetts Legal Assistance Corp. Grantee Address: 7 WINTHROP SQUARE, 2ND FL BOSTON, MA 02110. Grantee Relationship: NONE. Amount Given: 15,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: GRANT. Grantee Name: Ohio Legal Assistance Foundation. Grantee Address: 10 W Broad St., Suite 950 Columbus, OH 43215. Grantee Relationship: nONE. Amount Given: 15,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: GRANT. Grantee Name: North Carolina IOLTA. Grantee Address: 217 E. EDENTON ST. RALEIGH, NC 27611. Grantee Relationship: NONE. Amount Given: 12,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: GRANT. Grantee Name: Legal Foundation of WA. Grantee Address: 1325 FOURTH AVE., SUITE 1335 SEATTLE, WA 98101. Grantee Relationship: NONE. Amount Given: 15,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP. Grantee Name: NATIONAL CONSUMER LAW CENTER. Grantee Address: 7 WINTHROP SQUARE BOSTON, MA 02110. Grantee Relationship: NONE. Amount Given: 230,260.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: CONFERENCE SUPPORT. Grantee Name: INDIANA BAR FOUNDATION. Grantee Address: 615 N ALABAMA ST., SUITE 122 INDIANAPOLIS, IN 46204. Grantee Relationship: nONE. Amount Given: 1,237.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: DONATION. Grantee Name: PUBLIC WELFARE FOUNDATION. Grantee Address: 615 N ALABAMA ST., SUITE 122 INDIANAPOLIS, IN 46204. Grantee Relationship: NONE. Amount Given: 500.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: DONATION. Grantee Name: FUNDACION FONDO ACCESS A LA JUSTICIA. Grantee Address: 100 CARR. 165; SUITE 207 GUAYNABO, PR 00968. Grantee Relationship: NONE. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 315,887.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: AWARDS. Amount: 1,727. Description: Bank fees. Amount: 80. Description: conference support. Amount: 4,976. Description: Travel. Amount: 1,926. Description: Other Miscellaneous. Amount: 143. Total to Form 990-EZ, line 16: 8,852.”

Raw XML Appendix253 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0180 Howard Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDITH BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID HOLTERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE CHOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT J LECLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLES DUNLAP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARRI BERNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRACY DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRISTINE FECKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AMY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9STEPHANIE LIBHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KIRRA JARRATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DEETE TOMLINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE pRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IMMED PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Board member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08852
IRS990EZ/OtherRevenueTotalAmt01663
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To coordinate the IOLTA programs in each state, District of Columbia, Puerto Rico, U.S. Virgin Islands and Canada.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCTED MEETINGS AND DISTRIBUTED INFORMATION REGARDING LEGAL SERVICES TO INDIGENTS, GRANTMAKING, FUND-RAISING, ADMINISTRATION, PUBLIC RELATIONS, LEGAL ISSUES AND OTHER MATTERS.
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0110438
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST. Amount: 1,159. Description: other income. Amount: 504. Total to Form 990-EZ, line 8: 1,663.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: CONFERENCE SUPPORT. Grantee Name: INDIANA PHILANTHROPY ALLIANCE. Grantee Address: 32 E WASHINGTON ST., STE 1100 INDIANAPOLIS, IN 46204. Grantee Relationship: NONE. Amount Given: 890.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: GRANT. Grantee Name: Georgia bar Foundation. Grantee Address: 104 MARIETTA ST., NW, SUITE 160 ATLANTA, GA 30303. Grantee Relationship: NONE. Amount Given: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: GRANT. Grantee Name: Louisiana Bar Foundation. Grantee Address: 1615 POYDRAS ST., SUITE 1000 NEW ORLEANS , LA 70112. Grantee Relationship: NONE. Amount Given: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: GRANT. Grantee Name: massachusetts Legal Assistance Corp. Grantee Address: 7 WINTHROP SQUARE, 2ND FL BOSTON, MA 02110. Grantee Relationship: NONE. Amount Given: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Activity Classification: GRANT. Grantee Name: Ohio Legal Assistance Foundation. Grantee Address: 10 W Broad St., Suite 950 Columbus, OH 43215. Grantee Relationship: nONE. Amount Given: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Activity Classification: GRANT. Grantee Name: North Carolina IOLTA. Grantee Address: 217 E. EDENTON ST. RALEIGH, NC 27611. Grantee Relationship: NONE. Amount Given: 12,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Activity Classification: GRANT. Grantee Name: Legal Foundation of WA. Grantee Address: 1325 FOURTH AVE., SUITE 1335 SEATTLE, WA 98101. Grantee Relationship: NONE. Amount Given: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Activity Classification: SCHOLARSHIP. Grantee Name: NATIONAL CONSUMER LAW CENTER. Grantee Address: 7 WINTHROP SQUARE BOSTON, MA 02110. Grantee Relationship: NONE. Amount Given: 230,260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Activity Classification: CONFERENCE SUPPORT. Grantee Name: INDIANA BAR FOUNDATION. Grantee Address: 615 N ALABAMA ST., SUITE 122 INDIANAPOLIS, IN 46204. Grantee Relationship: nONE. Amount Given: 1,237.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Activity Classification: DONATION. Grantee Name: PUBLIC WELFARE FOUNDATION. Grantee Address: 615 N ALABAMA ST., SUITE 122 INDIANAPOLIS, IN 46204. Grantee Relationship: NONE. Amount Given: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Activity Classification: DONATION. Grantee Name: FUNDACION FONDO ACCESS A LA JUSTICIA. Grantee Address: 100 CARR. 165; SUITE 207 GUAYNABO, PR 00968. Grantee Relationship: NONE. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 315,887.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description: AWARDS. Amount: 1,727. Description: Bank fees. Amount: 80. Description: conference support. Amount: 4,976. Description: Travel. Amount: 1,926. Description: Other Miscellaneous. Amount: 143. Total to Form 990-EZ, line 16: 8,852.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE CHOY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04155382249
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0National Association of IOLTA Programs
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0363519507
ReturnHeader/Filer/PhoneNum04155382249
ReturnHeader/Filer/USAddress/AddressLine1Txt0180 Howard Street
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.65.8.162
ReturnHeader/FilingSecurityInformation/IPDt02017-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:57:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631035228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jackson Thornton & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 96
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montgomery
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0361010096
ReturnHeader/PreparerPersonGrp/PhoneNum03348347660
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lucinda S Chappelle
ReturnHeader/ReturnTs02017-11-07T13:41:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$247,424
Liabilities
$0
Net assets
$247,424
Revenue
$110,438
Expenses
$350,839
Net income
-$240,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$0.45$2.66$1.90$2.09$0.19
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.07$2.85$1.99$1.54$0.45
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.39$2.40$1.62$1.18$0.44
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.76$1.97$1.08$0.94$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.57$1.83$1.08$0.83$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.87$1.87$1.46$0.45$1.01
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.11$0.38$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$1.45$1.36
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$1.10$3.51$2.40
2016Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.82$0.50$0.32
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$3.63$1.60$2.04
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.58$0.06$1.52
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.10$0.20$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.08$0.12$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.09$0.09$0.00