Civic Intelligence

E a Fortino D P Duchossouis Foundation

990PF • Fiscal year 2019 • EIN 36-4217854

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 14, 2020

Organization Profile
444 W Lake Street No 2000Chicago, IL 60606

(312) 586-2050

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

54th percentile

2.8%

Faster asset growth than 54% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$493,034

Up $13,376 (+2.8%) from 2018

Net Assets

Up

$493,034

Up $13,376 (+2.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$23,577

Up $23,624 (+50264%) from 2018

Expenses

Down

$9,982

Down $1,217 (-11%) from 2018

Net Income

Up

$13,595

Up $24,841 (+221%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2016: $485,668Liabilities 2016: $0Net Assets 2016: $485,6682016Assets 2017: $494,745Liabilities 2017: $0Net Assets 2017: $494,7452017Assets 2018: $479,658Liabilities 2018: $0Net Assets 2018: $479,6582018Assets 2019: $493,034Liabilities 2019: $0Net Assets 2019: $493,0342019Assets 2020: $503,699Liabilities 2020: $0Net Assets 2020: $503,6992020Assets 2021: $493,311Liabilities 2021: $0Net Assets 2021: $493,3112021Assets 2022: $495,998Liabilities 2022: $0Net Assets 2022: $495,9982022Assets 2023: $448,395Liabilities 2023: $0Net Assets 2023: $448,3952023Assets 2024: $277,620Liabilities 2024: $0Net Assets 2024: $277,6202024

Highlighted filing

2019

Assets$493,034
Liabilities$0
Net Assets$493,034
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2016: $17,157Expenses 2016: $11,438Net Income 2016: $5,7192016Revenue 2017: $24,296Expenses 2017: $12,044Net Income 2017: $12,2522017Revenue 2018: -$47Expenses 2018: $11,199Net Income 2018: -$11,2462018Revenue 2019: $23,577Expenses 2019: $9,982Net Income 2019: $13,5952019Revenue 2020: $18,588Expenses 2020: $7,719Net Income 2020: $10,8692020Revenue 2021: $33,065Expenses 2021: $43,453Net Income 2021: -$10,3882021Revenue 2022: $12,974Expenses 2022: $8,624Net Income 2022: $4,3502022Revenue 2023: $15,966Expenses 2023: $63,581Net Income 2023: -$47,6152023Revenue 2024: $1,541,015Expenses 2024: $1,318,515Net Income 2024: $222,5002024

Highlighted filing

2019

Revenue$23,577
Expenses$9,982
Net Income$13,595
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 14, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD A FORTINOPresident-$0--
DAYLE P DUCHOSSOIS-FORTINOSecretary-$0--
JENNY HAGERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ea Fortino & Dp Duchossois
EIN
36-4217854
Phone
3125862050
Address
444 W LAKE STREET NO 2000, CHICAGO, IL 60606

Signing Officer

Name
Edward Fortino
Title
President
Phone
3125862050
Signed
2020-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
5949 SHERRY LANE SUITE 500, DALLAS, TX 75225
Preparer
Jeanie Sikes
Phone
9727554750
Raw XML Appendix376 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0479607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0529712
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06902
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt023577
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03080
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-20
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt023559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134032
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-466
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0919.938 SHS NUVEEN EQUITY MARKET NEUTRALFD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11,328.838 SHS NUVEEN EQUITY MARKET NEUTRALFD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-787
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-787
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt013595
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0219
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0493253
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0479658
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024863
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024863
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025289
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/FMVAssetsEOYAmt0543139
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05728
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012696
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0500786
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07702
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNY HAGER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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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
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JENNY HAGER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0444 W LAKE STREET SUITE 2000
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060606
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03125862050
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EDWARD A FORTINO
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DAYLE P DUCHOSSOIS-FORTINO
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06902
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt017961
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048073
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt017961
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030112
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023904
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023904
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06902
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054016
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt071977
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0THOMPSON COBURN LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01355
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-1355
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATIONAL COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCUMULATED AMORTIZATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01355
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-1355
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01355
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1-1355
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0219
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED GAIN/LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRUSTEE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1327
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1327
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02680
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WILLIAM BLAIR #99364
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02680
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt02018 FEDERAL TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt12018 ILLINOIS TAX DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0400
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt115
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD FORTINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03125862050
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EA FORTINO & DP DUCHOSSOIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EAF
ReturnHeader/Filer/EIN0364217854
ReturnHeader/Filer/PhoneNum03125862050
ReturnHeader/Filer/USAddress/AddressLine1Txt0444 W LAKE STREET NO 2000
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C7B240131D9CE434037C2F0C3CA35E101B537058
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.175.205.113
ReturnHeader/FilingSecurityInformation/IPDt02020-09-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:01:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05949 SHERRY LANE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075225
ReturnHeader/PreparerPersonGrp/PhoneNum09727554750
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANIE SIKES
ReturnHeader/ReturnTs02020-09-21T10:30:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$493,034
Liabilities
$0
Net assets
$493,034
Revenue
$23,577
Expenses
$9,982
Net income
$13,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.54$1.32$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.02$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.03$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.02$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.02$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.02$0.01$0.01