Civic Intelligence

Willamette Leadership Academy

990 • Fiscal year 2022 • EIN 46-0491274

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 21, 2023

380 Q Street Suite 13Springfield, OR 97477

(541) 246-2842

Siviq Scores

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

Liabilities / Assets

81st percentile

0.40x

Higher debt load relative to assets than 81% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.30x

Higher debt load relative to revenue than 72% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

41st percentile

2.7%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

28th percentile

-5.7%

Faster asset growth than 28% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

49th percentile

5.2%

Faster revenue growth than 49% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,891,159

Down $113,880 (-5.7%) from 2021

Net Assets

Up

$1,131,226

Up $68,343 (+6.4%) from 2021

Liabilities

Down

$759,933

Down $182,223 (-19%) from 2021

Revenue

Up

$2,562,753

Up $126,333 (+5.2%) from 2021

Expenses

Down

$2,494,410

Down $50,434 (-2.0%) from 2021

Net Income

Up

$68,343

Up $176,767 (+163%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $478,687Liabilities 2012: $4,226Net Assets 2012: $474,4612012Assets 2013: $661,985Liabilities 2013: $16,464Net Assets 2013: $645,5212013Assets 2014: $1,615,958Liabilities 2014: $1,016,354Net Assets 2014: $599,6042014Assets 2015: $1,668,313Liabilities 2015: $980,757Net Assets 2015: $687,5562015Assets 2016: $1,550,246Liabilities 2016: $940,243Net Assets 2016: $610,0032016Assets 2017: $1,585,008Liabilities 2017: $892,220Net Assets 2017: $692,7882017Assets 2018: $1,652,751Liabilities 2018: $954,063Net Assets 2018: $698,6882018Assets 2019: $1,524,441Liabilities 2019: $833,805Net Assets 2019: $690,6362019Assets 2020: $2,017,206Liabilities 2020: $845,899Net Assets 2020: $1,171,3072020Assets 2021: $2,005,039Liabilities 2021: $942,156Net Assets 2021: $1,062,8832021Assets 2022: $1,891,159Liabilities 2022: $759,933Net Assets 2022: $1,131,2262022Assets 2023: $2,211,859Liabilities 2023: $923,835Net Assets 2023: $1,288,0242023Assets 2024: $2,345,018Liabilities 2024: $925,825Net Assets 2024: $1,419,1932024

Highlighted filing

2022

Assets$1,891,159
Liabilities$759,933
Net Assets$1,131,226

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $1,148,2902012Expenses 2013: $1,419,0022013Revenue 2014: $1,943,488Expenses 2014: $1,989,405Net Income 2014: -$45,9172014Revenue 2015: $2,259,699Expenses 2015: $2,171,747Net Income 2015: $87,9522015Revenue 2016: $2,390,913Expenses 2016: $2,468,466Net Income 2016: -$77,5532016Revenue 2017: $2,547,514Expenses 2017: $2,464,728Net Income 2017: $82,7862017Revenue 2018: $2,740,759Expenses 2018: $2,734,859Net Income 2018: $5,9002018Revenue 2019: $2,616,805Expenses 2019: $2,624,857Net Income 2019: -$8,0522019Revenue 2020: $3,187,469Expenses 2020: $2,707,497Net Income 2020: $479,9722020Revenue 2021: $2,436,420Expenses 2021: $2,544,844Net Income 2021: -$108,4242021Revenue 2022: $2,562,753Expenses 2022: $2,494,410Net Income 2022: $68,3432022Revenue 2023: $2,959,555Expenses 2023: $2,802,757Net Income 2023: $156,7982023Revenue 2024: $3,315,815Expenses 2024: $3,184,646Net Income 2024: $131,1692024

Highlighted filing

2022

Revenue$2,562,753
Expenses$2,494,410
Net Income$68,343
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 21, 2023
Return Version
2021v4.2
Gross Receipts
$2,562,753
Mission and Program Overview

Mission

Operation of willamette leadership academy (wla) a military style charter school, which provides academic, social, and emotional instruction to middle and high school students (cadets).

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,054,588$1,026,670▼ $27,918
Cash and Non-Interest-Bearing Accounts$906,896$588,051▼ $318,845
Accounts Receivable$8,925$249,104▲ $240,179
Savings and Temporary Cash Investments$14,205$14,206▲ $1
Prepaid Expenses and Deferred Charges$19,690$12,393▼ $7,297
Total Assets$2,005,039$1,891,159▼ $113,880
Other Assets Total$735$735→ $0
Liabilities
Other Liabilities$774,707$736,551▼ $38,156
Accounts Payable and Accrued Expenses$167,449$23,382▼ $144,067
Total Liabilities$942,156$759,933▼ $182,223
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,054,245$1,122,902▲ $68,657
Net Assets With Donor Restrictions$8,638$8,324▼ $314
Total Net Assets Fund Balance$1,062,883$1,131,226▲ $68,343
Total Liabilities and Net Assets / Fund Balance$2,005,039$1,891,159▼ $113,880

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$806,973$244,550$1,051,523
Land$219,478-$117,452
Equipment$219$5,556$5,775
Other Assets Org$735--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard CarlsonChairperson
Angie McnultyVice Chairperson
John RobertsMember
Roseanna BarlowMember
Stephen OppenheimerTreasurersecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,511,975
Program Service Revenue
$44,940
Investment Income
$0
Other Revenue
$5,838
All Other Contributions
$562,887
Change in Net Assets
$68,343

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,562,753
Total Revenue per Audited Statements
$2,562,753
Total Revenue per Form 990
$2,562,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,494,410
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$61,104$100,152-$161,256
Occupancy-$136,281-$136,281
Other Expenses$62,335$48,393-$110,728
Fees for Services Management-$70,801-$70,801
Insurance-$38,270-$38,270
Interest-$31,870-$31,870
Information Technology$30,000$406-$30,406
Depreciation Depletion$2,184$25,734-$27,918
Office Expenses-$20,943-$20,943
Fees for Services Accounting-$13,350-$13,350
Fees for Services Other-$3,820-$3,820
Fees for Services Legal-$1,315-$1,315
Conferences and Meetings-$193-$193
Total Functional Expenses$1,439,164$1,055,246$0$2,494,410

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,494,410
Total Expenses per Audited Statements$2,494,410
Total Expenses per Form 990$2,494,410
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long Term Debt$736,551
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

Management or decision making duties have been outsourced to a management company.

Committee meeting documentation Part VI line 8B

During 2021-22, no committee had authority to act on behalf of the governing body.

Form 990 governing body review Part VI line 11

A copy of the draft of the 990 is available for all voting members of the board to review between three to five business days before it is signed and submitted to the internal revenue services. Each board member is notified and an electronic copy is available upon request.

Conflict of interest policy compliance Part VI line 12C

The board of directors approves all significant financial transactions and potential conflicts of interest are always evaluated prior to approval.

Governing documents etc available to public Part VI line 19

These documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Willamette Leadership Academy
EIN
46-0491274
Address
380 Q STREET SUITE 13, SPRINGFIELD, OR 97477

Signing Officer

Name
Richard Carlson
Title
Chairperson
Phone
5412462842
Signed
2023-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Carlson
Formed
2002
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
15

Preparer

Firm
Pauly Rogers and Co Pc
Address
12700 SW 72ND AVE, TIGARD, OR 97223
Preparer
Roy R Rogers
Phone
5036202632
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Program services (column b):grant expenses.................. $322,396dropout prevention.............. $ 54,067college level opportunities..... $ 37,458cares act....................... $ 1,800curtural & academic diversity... $ 15,350nutrition program............... $ 34,700obstacle course................. $ 1,109professional development........ $ 15,789therapuetic model............... $ 33,224battalion review/graduation..... $ 601student activities.............. $ 768teacher fees & licenses......... $ 4,815rounding........................ $ -1 ---------- $522,077 management services (column c):academy............................. $ 5,788battalion........................... $ 833licensing & fees.................... $ 400rounding............................ $ -1 --------- $ 7,020

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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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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/BookValueAmt0806973
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0244550
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01051523
IRS990ScheduleD/EquipmentGrp/BookValueAmt0219
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05556
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05775
IRS990ScheduleD/ExpensesSubtotalAmt02494410
IRS990ScheduleD/LandGrp/BookValueAmt0219478
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0102026
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0117452
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0735
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0736551
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LONG TERM DEBT
IRS990ScheduleD/RevenueSubtotalAmt02562753
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01026670
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0735
IRS990ScheduleD/TotalExpensesPerForm990Amt02494410
IRS990ScheduleD/TotalLiabilityAmt0736551
IRS990ScheduleD/TotalRevenuePerForm990Amt02562753
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02562753
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02494410
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO SCHOLOARSHIPS OR FINANCIAL ASSISTANCE FOR STUDENTS. THERE IS NO CHARGE FOR STUDENTS TO ATTEND THE ACADEMY.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1ENTITY WAS RECIPIENT OF STATE SCHOOL FUNDING
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE NONDISCRIMINATION POLICY OF WILLAMETTE LEADERSHIP ACADEMY IS PUBLISHED IN THE STUDENT HANDBOOK AND IN THE BROCHURES THAT ARE DISTRIBUTED TO THE PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Record maintenances (Questions 4a, 4b, 4c or 4d)
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Governmental Agency Financial Aid (Questions 6a and 6b)
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of nondiscriminatory policy (Question 3)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT OR DECISION MAKING DUTIES HAVE BEEN OUTSOURCED TO A MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING 2021-22, NO COMMITTEE HAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE DRAFT OF THE 990 IS AVAILABLE FOR ALL VOTING MEMBERS OF THE BOARD TO REVIEW BETWEEN THREE TO FIVE BUSINESS DAYS BEFORE IT IS SIGNED AND SUBMITTED TO THE INTERNAL REVENUE SERVICES. EACH BOARD MEMBER IS NOTIFIED AND AN ELECTRONIC COPY IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS APPROVES ALL SIGNIFICANT FINANCIAL TRANSACTIONS AND POTENTIAL CONFLICTS OF INTEREST ARE ALWAYS EVALUATED PRIOR TO APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM SERVICES (COLUMN B):GRANT EXPENSES.................. $322,396DROPOUT PREVENTION.............. $ 54,067COLLEGE LEVEL OPPORTUNITIES..... $ 37,458CARES ACT....................... $ 1,800CURTURAL & ACADEMIC DIVERSITY... $ 15,350NUTRITION PROGRAM............... $ 34,700OBSTACLE COURSE................. $ 1,109PROFESSIONAL DEVELOPMENT........ $ 15,789THERAPUETIC MODEL............... $ 33,224BATTALION REVIEW/GRADUATION..... $ 601STUDENT ACTIVITIES.............. $ 768TEACHER FEES & LICENSES......... $ 4,815ROUNDING........................ $ -1 ---------- $522,077 MANAGEMENT SERVICES (COLUMN C):ACADEMY............................. $ 5,788BATTALION........................... $ 833LICENSING & FEES.................... $ 400ROUNDING............................ $ -1 --------- $ 7,020
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02005039
IRS990/TotalAssetsEOYAmt01891159
IRS990/TotalAssetsGrp/BOYAmt02005039
IRS990/TotalAssetsGrp/EOYAmt01891159
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02511975
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01055246
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01439164
IRS990/TotalFunctionalExpensesGrp/TotalAmt02494410
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0942156
IRS990/TotalLiabilitiesEOYAmt0759933
IRS990/TotalLiabilitiesGrp/BOYAmt0942156
IRS990/TotalLiabilitiesGrp/EOYAmt0759933
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01062883
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01131226
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01439164
IRS990/TotalProgramServiceRevenueAmt044940
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt050778
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02562753
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02005039
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01891159
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.WILLAMETTELEADERSHIPACADEMY.NET
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum05412462842
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLAMETTE LEADERSHIP ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0460491274
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 Q STREET SUITE 13
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097477
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930936123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAULY ROGERS AND CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012700 SW 72ND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIGARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097223
ReturnHeader/PreparerPersonGrp/PhoneNum05036202632
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY R ROGERS
ReturnHeader/ReturnTs02023-05-08T14:16:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARLSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.93$1.42$3.32$3.18$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.92$1.29$2.96$2.80$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.76$1.13$2.56$2.49$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.94$1.06$2.44$2.54$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.85$1.17$3.19$2.71$0.48
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.83$0.69$2.62$2.62$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.95$0.70$2.74$2.73$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.89$0.69$2.55$2.46$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.94$0.61$2.39$2.47$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.98$0.69$2.26$2.17$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.62$1.02$0.60$1.94$1.99$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.02$0.65$1.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.47$1.15