Civic Intelligence

Hickory Public Schools Education Foundation Inc.

990EZ • Fiscal year 2018 • EIN 46-3972758

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 26, 2018

432 Fourth Ave SWHickory, NC 28602

(828) 322-9300

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2018 filings • NTEE B12 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.00x

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

2018 filings • NTEE B12 • <$500k nonprofits • Source year 2018

Net Margin

27th percentile

-10%

Higher net margin than 27% of similar nonprofits.

2018 filings • NTEE B12 • <$500k nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2018 filings • NTEE B12 • <$500k nonprofits • Source year 2018

Asset Growth

28th percentile

-14%

Faster asset growth than 28% of similar nonprofits.

2018 filings • NTEE B12 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

88%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • NTEE B12 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$29,575

Down $4,787 (-14%) from 2017

Net Assets

$29,575

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$47,696

Up $22,335 (+88%) from 2017

Expenses

Up

$52,483

Up $51,093 (+3676%) from 2017

Net Income

Down

-$4,787

Down $28,758 (-120%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $7,936Liabilities 2014: $0Net Assets 2014: $7,9362014Assets 2015: $24,701Liabilities 2015: $0Net Assets 2015: $24,7012015Assets 2016: $10,391Net Assets 2016: $10,3912016Assets 2017: $34,362Liabilities 2017: $02017Assets 2018: $29,575Liabilities 2018: $0Net Assets 2018: $29,5752018Assets 2019: $127,082Liabilities 2019: $0Net Assets 2019: $127,0822019Assets 2020: $112,651Liabilities 2020: $0Net Assets 2020: $112,6512020Assets 2021: $111,157Liabilities 2021: $0Net Assets 2021: $111,1572021Assets 2022: $83,542Net Assets 2022: $83,5422022Assets 2023: $72,472Net Assets 2023: $72,4722023Assets 2024: $84,247Liabilities 2024: $02024Assets 2025: $76,360Net Assets 2025: $76,3602025

Highlighted filing

2018

Assets$29,575
Liabilities$0
Net Assets$29,575

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $9,503Expenses 2014: $1,567Net Income 2014: $7,9362014Revenue 2015: $40,249Expenses 2015: $23,484Net Income 2015: $16,7652015Revenue 2016: $26,890Expenses 2016: $41,200Net Income 2016: -$14,3102016Revenue 2017: $25,361Expenses 2017: $1,390Net Income 2017: $23,9712017Revenue 2018: $47,696Expenses 2018: $52,483Net Income 2018: -$4,7872018Revenue 2019: $156,233Expenses 2019: $58,726Net Income 2019: $97,5072019Revenue 2020: $38,342Expenses 2020: $52,773Net Income 2020: -$14,4312020Revenue 2021: $48,444Expenses 2021: $49,938Net Income 2021: -$1,4942021Revenue 2022: $32,711Expenses 2022: $60,326Net Income 2022: -$27,6152022Revenue 2023: $12,814Expenses 2023: $23,884Net Income 2023: -$11,0702023Revenue 2024: $15,029Expenses 2024: $3,254Net Income 2024: $11,7752024Revenue 2025: $6,200Expenses 2025: $14,087Net Income 2025: -$7,8872025

Highlighted filing

2018

Revenue$47,696
Expenses$52,483
Net Income-$4,787
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 26, 2018
Return Version
2017v2.3
Gross Receipts
$47,696
Mission and Program Overview

Mission

To manage charitable gifts received to benefit the hickory public schools. Solicits funds to invest over an extended period of time with net earnings to benefit the hickory public schools activities.

Program Services

DescriptionGrantsExpenses
SUPPORT HICKORY PUBLIC SCHOOL ACTIVITIES.$36,943$52,484
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAKEISHA ROSSDirector-$0--
KERRIE KINGDirector-$0--
DARRELL JACKSONDirector-$0--
JAY PASCHALDirector-$0--
SUE TARLTONDirector-$0--
ALAN JACKSONDirector-$0--
MARK HUCKABEEDirector-$0--
CHARLES YOUNGDirector-$0--
DR BRYAN GRAHAMDirector-$0--
DR ROBBIE ADELLDirector-$0--
WILLIAM PLEASANTEx-Officio Member-$0--
SUZANNE TROLLANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Hickory Public Schools Education
EIN
46-3972758
Phone
8283229300
Address
432 FOURTH AVE SW, HICKORY, NC 28602

Signing Officer

Name
Stuart Mull
Title
Treasurer
Phone
8286240001
Signed
2018-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Davidson Holland Whitesell & Co Pllc
Address
209 13TH AVE PLACE NW SUITE 200, HICKORY, NC 28601
Preparer
Virginia Lowder
Phone
8283222070
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 12.

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

Activity classification: . Grantee name: northview middle school. Grantee address: 302 28th ave ne hickory , nc 28601. Date of gift: 08/15/17. Amount given: 7,805.

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

Activity classification: . Grantee name: hickory career and arts magnet high school. Grantee address: 409 8th ave ne hickory , nc 28601. Date of gift: 08/15/17. Amount given: 14,293.

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

Activity classification: . Grantee name: grandview middle school. Grantee address: 451 catawba valley blvd se hickory , nc 28602. Date of gift: 08/15/17. Amount given: 4,541.

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

Activity classification: . Grantee name: longview elementary school. Grantee address: 737 12th st sw hickory , nc 28602. Date of gift: 12/04/17. Amount given: 4,114.

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

Activity classification: . Grantee name: southwest elementary school. Grantee address: 1580 32nd st sw hickory , nc 28602. Date of gift: 12/04/17. Amount given: 2,900.

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

Activity classification: . Grantee name: viewmont elementary school. Grantee address: 21 16th ave nw hickory , nc 28601. Date of gift: 12/04/17. Amount given: 3,290.

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

Activity classification: teacher relocation bonus. Grantee name: joseph hans. Date of gift: 11/14/17. Amount given: 2,500.

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

Activity classification: teacher relocation bonus. Grantee name: roger therman. Date of gift: 03/20/18. Amount given: 2,500.

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

Activity classification: teacher relocation bonus. Grantee name: joseph anderson. Date of gift: 03/20/18. Amount given: 2,500.

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

Activity classification: teacher relocation bonus. Grantee name: susan ender. Date of gift: 05/23/18. Amount given: 2,500. Total included on form 990-ez, line 10: 46,943.

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

Description: bank service charge. Amount: 22. Description: contract services - website. Amount: 159. Description: insurance. Amount: 1,056. Description: other expenses. Amount: 330. Description: travevl and meetings. Amount: 113. Description: board approved stipend. Amount: 2,500. Description: plaques/awards. Amount: 265. Total to form 990-ez, line 16: 4,445.

Raw XML Appendix232 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HICKORY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAKEISHA ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KERRIE KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DARRELL JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAY PASCHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUE TARLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALAN JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK HUCKABEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHARLES YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DR BRYAN GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DR ROBBIE ADELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10WILLIAM PLEASANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SUZANNE TROLLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10EX-OFFICIO MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04445
IRS990EZ/OtherRevenueTotalAmt012
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MANAGE CHARITABLE GIFTS RECEIVED TO BENEFIT THE HICKORY PUBLIC SCHOOLS. SOLICITS FUNDS TO INVEST OVER AN EXTENDED PERIOD OF TIME WITH NET EARNINGS TO BENEFIT THE HICKORY PUBLIC SCHOOLS ACTIVITIES.
IRS990EZ/PrintingPublicationsPostageAmt01095
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT HICKORY PUBLIC SCHOOL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt036943
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052484
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt02948
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052483
IRS990EZ/TotalProgramServiceExpensesAmt052484
IRS990EZ/TotalRevenueAmt047696
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HICKORYEDUCATIONFOUNDATION.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0GOVERNMENT ENTITIES WERE SUPPORTED BY HICKORY PUBLIC SCHOOLS EDUCATION FOUNDATION THROUGH THE GRANTS GIVEN TO SEVERAL LOCAL SCHOOLS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 1C
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt036943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: NORTHVIEW MIDDLE SCHOOL. GRANTEE ADDRESS: 302 28TH AVE NE HICKORY , NC 28601. DATE OF GIFT: 08/15/17. AMOUNT GIVEN: 7,805.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: HICKORY CAREER AND ARTS MAGNET HIGH SCHOOL. GRANTEE ADDRESS: 409 8TH AVE NE HICKORY , NC 28601. DATE OF GIFT: 08/15/17. AMOUNT GIVEN: 14,293.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: GRANDVIEW MIDDLE SCHOOL. GRANTEE ADDRESS: 451 CATAWBA VALLEY BLVD SE HICKORY , NC 28602. DATE OF GIFT: 08/15/17. AMOUNT GIVEN: 4,541.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: LONGVIEW ELEMENTARY SCHOOL. GRANTEE ADDRESS: 737 12TH ST SW HICKORY , NC 28602. DATE OF GIFT: 12/04/17. AMOUNT GIVEN: 4,114.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: SOUTHWEST ELEMENTARY SCHOOL. GRANTEE ADDRESS: 1580 32ND ST SW HICKORY , NC 28602. DATE OF GIFT: 12/04/17. AMOUNT GIVEN: 2,900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: . GRANTEE NAME: VIEWMONT ELEMENTARY SCHOOL. GRANTEE ADDRESS: 21 16TH AVE NW HICKORY , NC 28601. DATE OF GIFT: 12/04/17. AMOUNT GIVEN: 3,290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: TEACHER RELOCATION BONUS. GRANTEE NAME: JOSEPH HANS. DATE OF GIFT: 11/14/17. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: TEACHER RELOCATION BONUS. GRANTEE NAME: ROGER THERMAN. DATE OF GIFT: 03/20/18. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: TEACHER RELOCATION BONUS. GRANTEE NAME: JOSEPH ANDERSON. DATE OF GIFT: 03/20/18. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: TEACHER RELOCATION BONUS. GRANTEE NAME: SUSAN ENDER. DATE OF GIFT: 05/23/18. AMOUNT GIVEN: 2,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 46,943.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DESCRIPTION: BANK SERVICE CHARGE. AMOUNT: 22. DESCRIPTION: CONTRACT SERVICES - WEBSITE. AMOUNT: 159. DESCRIPTION: INSURANCE. AMOUNT: 1,056. DESCRIPTION: OTHER EXPENSES. AMOUNT: 330. DESCRIPTION: TRAVEVL AND MEETINGS. AMOUNT: 113. DESCRIPTION: BOARD APPROVED STIPEND. AMOUNT: 2,500. DESCRIPTION: PLAQUES/AWARDS. AMOUNT: 265. TOTAL TO FORM 990-EZ, LINE 16: 4,445.
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 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART MULL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08286240001
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HICKORY PUBLIC SCHOOLS EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HICK
ReturnHeader/Filer/EIN0463972758
ReturnHeader/Filer/PhoneNum08283229300
ReturnHeader/Filer/USAddress/AddressLine1Txt0432 FOURTH AVE SW
ReturnHeader/Filer/USAddress/CityNm0HICKORY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028602
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D2DA3174E48D7BC19323995480D862EBA3CCBA99
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D2DA3174E48D7BC19323995480D862EBA3CCBA99
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.80.76.153
ReturnHeader/FilingSecurityInformation/IPDt02018-09-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:42:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561706742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIDSON HOLLAND WHITESELL & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0209 13TH AVE PLACE NW SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028601
ReturnHeader/PreparerPersonGrp/PhoneNum08283222070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIRGINIA LOWDER
ReturnHeader/ReturnTs02018-09-26T13:15:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.06$0.14$0.08
2024Summary only. Only limited summary data is available for this year.$0.84$0.00$0.15$0.03$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.13$0.24$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.84$0.33$0.60$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.48$0.50$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.38$0.53$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.56$0.59$0.98
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.48$0.52$0.05
2017Summary only. Only limited summary data is available for this year.$0.34$0.00$0.25$0.01$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.10$0.27$0.41$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.40$0.23$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.10$0.02$0.08
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00