Civic Intelligence

Local Union No 125 Jatc Fund

990 • Fiscal year 2014 • EIN 42-6235695

May 01, 2013 to Apr 30, 2014 • Filed on Mar 13, 2015

Organization ProfileWWW.UALOCAL125.ORG
5101 J Street SW52404

(319) 362-9259

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

43rd percentile

0.08x

Higher debt load relative to revenue than 43% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

79th percentile

$124,202

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

19th percentile

-5.3%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-7.3%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,732,188

Down $208,411 (-5.3%) from 2013

Net Assets

Down

$3,641,561

Down $252,217 (-6.5%) from 2013

Liabilities

Up

$90,627

Up $43,806 (+94%) from 2013

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin13th percentile

Revenue

$1,177,254

No earlier filing loaded for comparison.

Expenses

Up

$1,429,471

Up $133,759 (+10%) from 2013

Net Income

-$252,217

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,092,079Liabilities 2011: $59,402Net Assets 2011: $4,032,6772011Assets 2012: $4,087,382Liabilities 2012: $54,591Net Assets 2012: $4,032,7912012Assets 2013: $3,940,599Liabilities 2013: $46,821Net Assets 2013: $3,893,7782013Assets 2014: $3,732,188Liabilities 2014: $90,627Net Assets 2014: $3,641,5612014Assets 2015: $4,431,780Liabilities 2015: $80,715Net Assets 2015: $4,351,0652015Assets 2016: $5,154,482Liabilities 2016: $80,361Net Assets 2016: $5,074,1212016Assets 2017: $5,298,549Liabilities 2017: $141,066Net Assets 2017: $5,157,4832017Assets 2018: $5,044,547Liabilities 2018: $197,564Net Assets 2018: $4,846,9832018Assets 2019: $4,851,311Liabilities 2019: $187,225Net Assets 2019: $4,664,0862019Assets 2020: $4,502,588Liabilities 2020: $339,592Net Assets 2020: $4,162,9962020Assets 2021: $5,185,304Liabilities 2021: $613,552Net Assets 2021: $4,571,7522021Assets 2022: $4,880,798Liabilities 2022: $162,655Net Assets 2022: $4,718,1432022Assets 2023: $4,985,941Liabilities 2023: $138,858Net Assets 2023: $4,847,0832023Assets 2024: $4,894,136Liabilities 2024: $197,601Net Assets 2024: $4,696,5352024Assets 2025: $4,805,125Liabilities 2025: $161,042Net Assets 2025: $4,644,0832025

Highlighted filing

2014

Assets$3,732,188
Liabilities$90,627
Net Assets$3,641,561
Open 2014 Filing

Operations Trend

Revenue Growth24th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,371,5902011Revenue 2012: $1,369,888Expenses 2012: $1,369,774Net Income 2012: $1142012Expenses 2013: $1,295,7122013Revenue 2014: $1,177,254Expenses 2014: $1,429,471Net Income 2014: -$252,2172014Revenue 2015: $2,096,411Expenses 2015: $1,387,990Net Income 2015: $708,4212015Revenue 2016: $2,491,958Expenses 2016: $1,768,902Net Income 2016: $723,0562016Revenue 2017: $1,818,053Expenses 2017: $1,734,691Net Income 2017: $83,3622017Revenue 2018: $1,327,922Expenses 2018: $1,638,422Net Income 2018: -$310,5002018Revenue 2019: $1,439,418Expenses 2019: $1,622,315Net Income 2019: -$182,8972019Revenue 2020: $1,333,081Expenses 2020: $1,834,171Net Income 2020: -$501,0902020Revenue 2021: $1,984,757Expenses 2021: $1,576,001Net Income 2021: $408,7562021Revenue 2022: $1,959,097Expenses 2022: $1,812,706Net Income 2022: $146,3912022Revenue 2023: $1,968,399Expenses 2023: $1,839,459Net Income 2023: $128,9402023Revenue 2024: $1,925,687Expenses 2024: $2,076,235Net Income 2024: -$150,5482024Revenue 2025: $2,188,015Expenses 2025: $2,240,467Net Income 2025: -$52,4522025

Highlighted filing

2014

Revenue$1,177,254
Expenses$1,429,471
Net Income-$252,217
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Mar 13, 2015
Return Version
2013v4.0
Gross Receipts
$1,177,254
Mission and Program Overview

Mission

To provide plumbing and pipefitting training for apprentices and journeymen in eastern iowa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,640,157$2,592,311▼ $47,846
Savings and Temporary Cash Investments$1,112,885$935,270▼ $177,615
Accounts Receivable$92,290$104,658▲ $12,368
Pledges and Grants Receivable$29,212$53,280▲ $24,068
Cash and Non-Interest-Bearing Accounts$59,181$39,795▼ $19,386
Prepaid Expenses and Deferred Charges$6,874$6,874→ $0
Total Assets$3,940,599$3,732,188▼ $208,411
Liabilities
Accounts Payable and Accrued Expenses$38,558$80,816▲ $42,258
Deferred Revenue$8,263$9,811▲ $1,548
Total Liabilities$46,821$90,627▲ $43,806
Net Assets / Fund Balance
Unrestricted Net Assets$3,884,613$3,632,396▼ $252,217
Temporarily Rstr Net Assets$9,165$9,165→ $0
Total Net Assets Fund Balance$3,893,778$3,641,561▼ $252,217
Total Liabilities and Net Assets / Fund Balance$3,940,599$3,732,188▼ $208,411

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,238,703$643,555$2,882,258
Equipment$193,237$679,805$873,042
Land$160,371-$160,371
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles DavisTraining COOFT$94,087$30,115$124,202

Board Members and Trustees

NameTitle
James DrahosTrustee
Jeff KoeppelTrustee
Jim GermaineTrustee
Ken SmithTrustee
Tom DayTrustee
Randy StaabTrustee-chai
Revenue and Support

Revenue Composition

Contributions and Grants
$1,098,606
Program Service Revenue
$64,349
Investment Income
$2,017
Other Revenue
$12,282
All Other Contributions
$22,234
Change in Net Assets
$-252,217

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,177,254
Total Revenue per Audited Statements
$1,177,254
Total Revenue per Form 990
$1,177,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$820,944
Other Expenses$608,527
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$414,117$44,366-$458,483
Occupancy$116,311$6,789-$123,100
Pension Plan Contributions$93,001$26,435-$119,436
Other Employee Benefits$82,585$25,871-$108,456
Depreciation Depletion$100,774$3,530-$104,304
Current Officers, Directors, Trustees, and Key Employees-$90,145-$90,145
Fees for Services Accounting-$87,189-$87,189
Payroll Taxes$33,806$10,618-$44,424
Insurance$24,884--$24,884
Travel$18,166$5,618-$23,784
Conferences and Meetings$18,148--$18,148
Other Expenses$27,008$13,295-$13,295
Fees for Services Other$2,773$7,800-$10,573
Advertising$9,179--$9,179
All Other Expenses$6,101$1,355-$7,456
Office Expenses$1,785$4,189-$5,974
Total Functional Expenses$1,075,344$354,127$0$1,429,471

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,429,471
Total Expenses per Audited Statements$1,429,471
Total Expenses per Form 990$1,429,471
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
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“The trustees review the 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“The training director and the trustees review compliance.”

Form 990, Page 6, Part VI, Line 15A

“COLLECTIVE BARGAINING.”

Form 990, Page 6, Part VI, Line 15B

“COLLECTIVE BARGAINING.”

Form 990, Page 6, Part VI, Line 19

“Upon request and published on guidestar.org website.”

Filing and Contact Details

Filer

EIN
42-6235695
Phone
3193629259

Signing Officer

Name
Charles Davis
Title
Training Coordinator
Phone
3193629259
Signed
2015-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Davis
Formed
2002
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
15

Preparer

Preparer
Kevin L Ballard CPA
Phone
3193668267
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 2C

“The organization has not changed its oversight process. The trustees assume the responsibilities for oversight of the audit of financial statements and selection of an independent accountant.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Management annually makes an appropriate evaluation of any uncertain income tax positions based upon current statutes in completing these financial statements and the notes to the financial statements. As of april 30, 2014, management believes that there were no uncertain income tax positions for which a material change in the unrecognized effect would be reasonably possible within the next 12 months. The open years for audit of the organization's form 990 are 2011-2014.”

Raw XML AppendixShowing 400 of 401 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/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt066165
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01112885
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0935270
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt02238703
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0643555
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02882258
IRS990ScheduleD/EquipmentGrp/BookValueAmt0193237
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0679805
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0873042
IRS990ScheduleD/ExpensesSubtotalAmt01429471
IRS990ScheduleD/LandGrp/BookValueAmt0160371
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0160371
IRS990ScheduleD/RevenueSubtotalAmt01177254
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT ANNUALLY MAKES AN APPROPRIATE EVALUATION OF ANY UNCERTAIN INCOME TAX POSITIONS BASED UPON CURRENT STATUTES IN COMPLETING THESE FINANCIAL STATEMENTS AND THE NOTES TO THE FINANCIAL STATEMENTS. AS OF APRIL 30, 2014, MANAGEMENT BELIEVES THAT THERE WERE NO UNCERTAIN INCOME TAX POSITIONS FOR WHICH A MATERIAL CHANGE IN THE UNRECOGNIZED EFFECT WOULD BE REASONABLY POSSIBLE WITHIN THE NEXT 12 MONTHS. THE OPEN YEARS FOR AUDIT OF THE ORGANIZATION'S FORM 990 ARE 2011-2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02592311
IRS990ScheduleD/TotalExpensesPerForm990Amt01429471
IRS990ScheduleD/TotalRevenuePerForm990Amt01177254
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01177254
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01429471
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PARAGRAPH 9.03 OF LOCAL UNION NO. 125 JATC FUND STATES THERE SHALL BE NO DISCRIMINATION BECAUSE OF RACE, CREED, COLOR, SEX OR NATIONAL ORIGIN, WHICH IS POSTED AT THE TRAINING CENTER.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRAINING DIRECTOR AND THE TRUSTEES REVIEW COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COLLECTIVE BARGAINING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COLLECTIVE BARGAINING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST AND PUBLISHED ON GUIDESTAR.ORG WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS. THE TRUSTEES ASSUME THE RESPONSIBILITIES FOR OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 12, PART XII, LINE 2C
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt09165
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt09165
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03940599
IRS990/TotalAssetsEOYAmt03732188
IRS990/TotalAssetsGrp/BOYAmt03940599
IRS990/TotalAssetsGrp/EOYAmt03732188
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01098606
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0354127
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01075344
IRS990/TotalFunctionalExpensesGrp/TotalAmt01429471
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt046821
IRS990/TotalLiabilitiesEOYAmt090627
IRS990/TotalLiabilitiesGrp/BOYAmt046821
IRS990/TotalLiabilitiesGrp/EOYAmt090627
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03893778
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03641561
IRS990/TotalOtherCompensationAmt030115
IRS990/TotalProgramServiceExpensesAmt01075344
IRS990/TotalProgramServiceRevenueAmt064349
IRS990/TotalReportableCompFromOrgAmt094087
IRS990/TotalRevenueGrp/ExclusionAmt014299
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt064349
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01177254
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03940599
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03732188
IRS990/TravelGrp/ManagementAndGeneralAmt05618
IRS990/TravelGrp/ProgramServicesAmt018166
IRS990/TravelGrp/TotalAmt023784
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03884613
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03632396
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine105101 J STREET SW
IRS990/USAddress/City0CEDAR RAPIDS
IRS990/USAddress/State0IA
IRS990/USAddress/ZIPCode052404
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRAINING COORDINATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03193629259
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10LOCAL UNION NO 125 JATC FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0426235695
ReturnHeader/Filer/PhoneNum03193629259
ReturnHeader/Filer/USAddress/AddressLine105101 J STREET SW
ReturnHeader/Filer/USAddress/City0CEDAR RAPIDS
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode052404
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420991212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HOGAN - HANSEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102750 FIRST AVENUE NE SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0524024800
ReturnHeader/PreparerPersonGrp/PhoneNum03193668267
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN L BALLARD CPA
ReturnHeader/ReturnTs02015-03-13T14:56:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-05-01
ReturnHeader/TaxPeriodEndDt02014-04-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,732,188
Liabilities
$90,627
Net assets
$3,641,561
Revenue
$1,177,254
Expenses
$1,429,471
Net income
-$252,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.81$0.16$4.64$2.19$2.24$0.05
2024Detailed filing. Detailed filing data is available for this year.$4.89$0.20$4.70$1.93$2.08$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.99$0.14$4.85$1.97$1.84$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.88$0.16$4.72$1.96$1.81$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.61$4.57$1.98$1.58$0.41
2020Detailed filing. Detailed filing data is available for this year.$4.50$0.34$4.16$1.33$1.83$0.50
2019Detailed filing. Detailed filing data is available for this year.$4.85$0.19$4.66$1.44$1.62$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.04$0.20$4.85$1.33$1.64$0.31
2017Detailed filing. Detailed filing data is available for this year.$5.30$0.14$5.16$1.82$1.73$0.08
2016Detailed filing. Detailed filing data is available for this year.$5.15$0.08$5.07$2.49$1.77$0.72
2015Detailed filing. Detailed filing data is available for this year.$4.43$0.08$4.35$2.10$1.39$0.71
2014Detailed filing. Detailed filing data is available for this year.$3.73$0.09$3.64$1.18$1.43$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.05$3.89$1.30
2012Summary only. Only limited summary data is available for this year.$4.09$0.05$4.03$1.37$1.37$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.06$4.03$1.37