Civic Intelligence

Lone Mountain Elementary PTO

990EZ • Fiscal year 2017 • EIN 46-0478604

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 17, 2017

PO Box 426Cave Creek, AZ 85327

(480) 437-3000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$64,945

Flat from 2017

Net Assets

$64,945

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Flat

$82,731

Flat from 2017

Expenses

Flat

$103,851

Flat from 2017

Net Income

Flat

-$21,120

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $15,915Liabilities 2011: $02011Assets 2012: $39,774Liabilities 2012: $02012Assets 2013: $34,734Liabilities 2013: $02013Assets 2014: $55,192Liabilities 2014: $02014Assets 2015: $59,147Liabilities 2015: $02015Assets 2016: $86,065Liabilities 2016: $0Net Assets 2016: $86,0652016Assets 2017: $64,945Liabilities 2017: $0Net Assets 2017: $64,9452017Assets 2017: $64,945Liabilities 2017: $02017Assets 2018: $31,516Liabilities 2018: $02018Assets 2019: $57,374Net Assets 2019: $57,3742019Assets 2020: $61,639Net Assets 2020: $61,6392020Assets 2021: $62,912Net Assets 2021: $62,9122021Assets 2022: $41,067Liabilities 2022: $02022Assets 2023: $46,945Liabilities 2023: $0Net Assets 2023: $46,9452023Assets 2024: $28,047Liabilities 2024: $02024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2017

Assets$64,945
Liabilities$0
Net Assets$64,945

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $152,437Expenses 2011: $157,194Net Income 2011: -$4,7572011Revenue 2012: $168,259Expenses 2012: $183,371Net Income 2012: -$15,1122012Revenue 2013: $104,612Expenses 2013: $109,652Net Income 2013: -$5,0402013Revenue 2014: $73,049Expenses 2014: $52,591Net Income 2014: $20,4582014Revenue 2015: $112,900Expenses 2015: $109,344Net Income 2015: $3,5562015Revenue 2016: $143,993Expenses 2016: $117,076Net Income 2016: $26,9172016Revenue 2017: $82,731Expenses 2017: $103,851Net Income 2017: -$21,1202017Revenue 2017: $82,731Expenses 2017: $103,851Net Income 2017: -$21,1202017Revenue 2018: $84,546Expenses 2018: $117,975Net Income 2018: -$33,4292018Revenue 2019: $94,322Expenses 2019: $68,464Net Income 2019: $25,8582019Revenue 2020: $96,890Expenses 2020: $80,805Net Income 2020: $16,0852020Revenue 2021: $64,670Expenses 2021: $63,397Net Income 2021: $1,2732021Revenue 2022: $66,431Expenses 2022: $88,276Net Income 2022: -$21,8452022Revenue 2023: $87,817Expenses 2023: $81,939Net Income 2023: $5,8782023Revenue 2024: $60,542Expenses 2024: $79,440Net Income 2024: -$18,8982024Revenue 2025: $49,427Expenses 2025: $77,474Net Income 2025: -$28,0472025

Highlighted filing

2017

Revenue$82,731
Expenses$103,851
Net Income-$21,120
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 17, 2017
Return Version
2016v3.0
Gross Receipts
$82,731
Mission and Program Overview

Mission

Support lone mountain elementary school

Provide support for educational purposes

Program Services

DescriptionGrantsExpenses
Other program services-$44,574
PROVIDES TEACHERS AIDE SUPPORT FOR CLASSROOMS-$29,659
CLASSROOM SUPPLIES-$29,619
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PENNY REAMERVice PresidentPT$0--
ERIN DULEYPresidentPT$0--
BRITNEY HORROCKSTreasurerPT$0--
KERI ROBERTSPresidentPT$0--
SARA THOMPSONPresidentPT$0--
CHRISSIE VANLANDSCHOOTSecretaryPT$0--
KATIE HANDKESecretaryPT$0--
BRIDGET JABLONSKICommunications DirectorPT$0--
JESSICA MORGANCommunications DirectorPT$0--
TANNAZ BRAUCHTVolunteer CoordinatorPT$0--
BROOKE JEFFYVolunteer CoordinatorPT$0--
Filing and Contact Details

Filer

Filer Name
Lone Mountain Elementary Pto
EIN
46-0478604
Address
PO BOX 426, Cave Creek, AZ 85327

Signing Officer

Name
Britney Horrocks
Title
Treasurer
Phone
4804373000
Signed
2017-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Executive Financial Services LLC
Address
4557 E Coyote Wash Dr, Cave Creek, AZ 85331
Preparer
Julie A Duley
Phone
6027038788
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity AIDES Grantee LONE MOUNTAIN ELEMENTARY SCHOOL Street PO BOX 426 City, State, Zip Cave Creek, AZ 85327Relationship PTO Amount 29,659Activity EDUCATION Grantee PHOENIX ASTRONOMICAL SOCIETY Street 10828 N BILTMORE AVE City, State, Zip Phoenix, AZ 85029Relationship NONE Amount 120Activity EDUCATION Grantee PHOENIX HERPETOLOGICAL SOCIETY Street 20701 N SCOTTSDALE RD City, State, Zip Scottsdale, AZ 85255Relationship NONE Amount 400

Description of other expenses Part I line 16

Description AmountBOOHOO BREAKFAST 64BOOK FAIR EXPENSE 6,590CARNIVAL EXPENSE 9,081CASH BOX 150CHINESE TEACHER MEALS 405DAVE & BUSTER EXPENSE 210FAMILY FOOTBALL NIGHT 699FAMILY NIGHT SOCK HOP EXPENSES 489GODADDY SERVICE FEE 112GROOVY 5K 208HARKINS 476LIBRARY 4,638MATH & SCIENCE NIGHT 665MINI MUSEUM 535MOTHER/SON NIGHT 2,292OKTOBERFEST 304PAYPAL SERVICE 281PTO SUPPORT 8,606CHROME BOOKS 22,319SCHOOLKIDZ 9SPIRIT WEAR 2,270TEACHER APPRECIATION 1,193TEACHER GIFTS 1,124TEACHER MEALS 1,432VALENTINES DAY 360YEARBOOK EXPENSE 1,334INSURANCE 567SUPPLIES 142TEACHER REQUESTS 7,117

Other program services Part III line 31

See list of expenses on schedule o

Raw XML Appendix191 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRITNEY HORROCKS
IRS990EZ/BooksInCareOfDetail/PhoneNum04804373000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 426
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cave Creek
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085327
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086065
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064945
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21120
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086065
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064945
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030179
IRS990EZ/GrossReceiptsAmt082731
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02778
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086065
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064945
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086065
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064945
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt910.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PENNY REAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN DULEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRITNEY HORROCKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KERI ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISSIE VANLANDSCHOOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATIE HANDKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRIDGET JABLONSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JESSICA MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TANNAZ BRAUCHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BROOKE JEFFY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7COMMUNICATIONS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8COMMUNICATIONS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VOLUNTEER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VOLUNTEER COORDINATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt073672
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT FOR EDUCATIONAL PURPOSES
IRS990EZ/ProgramServiceRevenueAmt079453
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES TEACHERS AIDE SUPPORT FOR CLASSROOMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029659
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129619
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt244574
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0103851
IRS990EZ/TotalProgramServiceExpensesAmt0103852
IRS990EZ/TotalRevenueAmt082731
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04282
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017915
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt017915
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03980
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04282
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017915
IRS990ScheduleA/TotalSupportAmt017915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity AIDES Grantee LONE MOUNTAIN ELEMENTARY SCHOOL Street PO BOX 426 City, State, Zip Cave Creek, AZ 85327Relationship PTO Amount 29,659Activity EDUCATION Grantee PHOENIX ASTRONOMICAL SOCIETY Street 10828 N BILTMORE AVE City, State, Zip Phoenix, AZ 85029Relationship NONE Amount 120Activity EDUCATION Grantee PHOENIX HERPETOLOGICAL SOCIETY Street 20701 N SCOTTSDALE RD City, State, Zip Scottsdale, AZ 85255Relationship NONE Amount 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBOOHOO BREAKFAST 64BOOK FAIR EXPENSE 6,590CARNIVAL EXPENSE 9,081CASH BOX 150CHINESE TEACHER MEALS 405DAVE & BUSTER EXPENSE 210FAMILY FOOTBALL NIGHT 699FAMILY NIGHT SOCK HOP EXPENSES 489GODADDY SERVICE FEE 112GROOVY 5K 208HARKINS 476LIBRARY 4,638MATH & SCIENCE NIGHT 665MINI MUSEUM 535MOTHER/SON NIGHT 2,292OKTOBERFEST 304PAYPAL SERVICE 281PTO SUPPORT 8,606CHROME BOOKS 22,319SCHOOLKIDZ 9SPIRIT WEAR 2,270TEACHER APPRECIATION 1,193TEACHER GIFTS 1,124TEACHER MEALS 1,432VALENTINES DAY 360YEARBOOK EXPENSE 1,334INSURANCE 567SUPPLIES 142TEACHER REQUESTS 7,117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE LIST OF EXPENSES ON SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRITNEY HORROCKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04804373000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONE MOUNTAIN ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LONE
ReturnHeader/Filer/EIN0460478604
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 426
ReturnHeader/Filer/USAddress/CityNm0Cave Creek
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085327
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09C8633573C38C6B12226EB53F73283655F229216
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09C8633573C38C6B12226EB53F73283655F229216
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0862355201730630qjlqn
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.109.139.107
ReturnHeader/FilingSecurityInformation/IPDt02017-11-02
ReturnHeader/FilingSecurityInformation/IPTm014:13:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460545031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Executive Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04557 E Coyote Wash Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cave Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085331
ReturnHeader/PreparerPersonGrp/PhoneNum06027038788
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julie A Duley
ReturnHeader/ReturnTs02017-11-02T07:38:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.49$0.77$0.28
2024Summary only. Only limited summary data is available for this year.$0.28$0.00$0.61$0.79$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.88$0.82$0.06
2022Summary only. Only limited summary data is available for this year.$0.41$0.00$0.66$0.88$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.63$0.65$0.63$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.62$0.97$0.81$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.94$0.68$0.26
2018Summary only. Only limited summary data is available for this year.$0.32$0.00$0.85$1.18$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.83$1.04$0.21
2017Summary only. Only limited summary data is available for this year.$0.65$0.00$0.83$1.04$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.44$1.17$0.27
2015Summary only. Only limited summary data is available for this year.$0.59$0.00$1.13$1.09$0.04
2014Summary only. Only limited summary data is available for this year.$0.55$0.00$0.73$0.53$0.20
2013Summary only. Only limited summary data is available for this year.$0.35$0.00$1.05$1.10$0.05
2012Summary only. Only limited summary data is available for this year.$0.40$0.00$1.68$1.83$0.15
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$1.52$1.57$0.05