Civic Intelligence

James 123 Inc.

990PF • Fiscal year 2015 • EIN 47-5197024

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization Profile
402 Sandfiddler CourtMorehead City, NC 28557

(252) 675-9550

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

Higher debt load relative to assets than 84% of similar nonprofits.

2015 filings • NTEE T • <$500k nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

0.00x

Higher debt load relative to revenue than 83% of similar nonprofits.

2015 filings • NTEE T • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2015 filings • NTEE T • <$500k nonprofits • Source year 2015

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2015 filings • NTEE T • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets84th percentile

Assets

$5,000

No earlier filing loaded for comparison.

Net Assets

$5,000

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin98th percentile

Revenue

$5,000

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$5,000

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2015: $5,000Liabilities 2015: $1Net Assets 2015: $5,0002015Assets 2016: $2,876Liabilities 2016: $0Net Assets 2016: $2,8762016Assets 2017: $3,417Liabilities 2017: $0Net Assets 2017: $3,4172017Assets 2018: $282Liabilities 2018: $0Net Assets 2018: $2822018Assets 2019: $5,502Liabilities 2019: $1Net Assets 2019: $5,5022019Assets 2020: $7,457Liabilities 2020: $1Net Assets 2020: $7,4572020Assets 2021: $13,387Liabilities 2021: $1Net Assets 2021: $13,3872021Assets 2022: $14,580Liabilities 2022: $1Net Assets 2022: $14,5802022Assets 2023: $3,208Liabilities 2023: $1Net Assets 2023: $3,2082023Assets 2024: $9,035Liabilities 2024: $0Net Assets 2024: $9,0352024

Highlighted filing

2015

Assets$5,000
Liabilities$1
Net Assets$5,000
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2015: $5,000Expenses 2015: $0Net Income 2015: $5,0002015Revenue 2016: $13,000Expenses 2016: $15,124Net Income 2016: -$2,1242016Revenue 2017: $25,004Expenses 2017: $24,463Net Income 2017: $5412017Revenue 2018: $29,538Expenses 2018: $32,673Net Income 2018: -$3,1352018Revenue 2019: $50,406Expenses 2019: $45,186Net Income 2019: $5,2202019Revenue 2020: $47,751Expenses 2020: $45,796Net Income 2020: $1,9552020Revenue 2021: $61,001Expenses 2021: $55,071Net Income 2021: $5,9302021Revenue 2022: $46,019Expenses 2022: $44,826Net Income 2022: $1,1932022Revenue 2023: $55,041Expenses 2023: $66,413Net Income 2023: -$11,3722023Revenue 2024: $63,239Expenses 2024: $57,412Net Income 2024: $5,8272024

Highlighted filing

2015

Revenue$5,000
Expenses$0
Net Income$5,000
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charlton BurnsExecutive Director-$0--
Peggy BurnsDirector-$0--
Zachary JettDirector-$0--
Andrew JettDirector-$0--
Filing and Contact Details

Filer

Filer Name
James 123 Inc
EIN
47-5197024
Phone
2526759550
Address
402 Sandfiddler Court, Morehead City, NC 28557

Signing Officer

Name
Charlton Burns
Title
Executive Director
Phone
2526759550
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
3400 College Blvd, Leawood, KS 66211
Preparer
Benjamin M Hake CPA
Phone
9133382727
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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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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03400 College Boulevard
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Leawood
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0KS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd066211
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Charlton Burns
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02526759550
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James 123 Inc
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0475197024
ReturnHeader/Filer/PhoneNum02526759550
ReturnHeader/Filer/USAddress/AddressLine1Txt0402 Sandfiddler Court
ReturnHeader/Filer/USAddress/CityNm0Morehead City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028557
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Creative Planning Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03400 College Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Leawood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Benjamin M Hake CPA
ReturnHeader/ReturnTs02016-05-16T09:06:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,000
Liabilities
$1
Net assets
$5,000
Revenue
$5,000
Expenses
$0
Net income
$5,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$63.2$57.4$5.83
2023Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$55.0$66.4$11.4
2022Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$46.0$44.8$1.19
2021Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$61.0$55.1$5.93
2020Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$47.8$45.8$1.96
2019Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$50.4$45.2$5.22
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$29.5$32.7$3.14
2017Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$25.0$24.5$0.54
2016Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$13.0$15.1$2.12
2015Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$5.00$0.00$5.00