Civic Intelligence

James 123 Inc.

990PF • Fiscal year 2016 • EIN 47-5197024

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

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

83rd percentile

0.00x

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

2016 filings • NTEE T • <$500k nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.00x

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

2016 filings • NTEE T • <$500k nonprofits • Source year 2016

Net Margin

36th percentile

-16%

Higher net margin than 36% of similar nonprofits.

2016 filings • NTEE T • <$500k nonprofits • Source year 2016

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2016 filings • NTEE T • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-42%

Faster asset growth than 12% of similar nonprofits.

2016 filings • NTEE T • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

160%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • NTEE T • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$2,876

Down $2,124 (-42%) from 2015

Net Assets

Down

$2,876

Down $2,124 (-42%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin36th percentile

Revenue

Up

$13,000

Up $8,000 (+160%) from 2015

Expenses

Up

$15,124

Up $15,124 from 2015

Net Income

Down

-$2,124

Down $7,124 (-142%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

2016

Assets$2,876
Liabilities$0
Net Assets$2,876
Open 2016 Filing

Operations Trend

Revenue Growth89th percentile

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

2016

Revenue$13,000
Expenses$15,124
Net Income-$2,124
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay91st 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
2017-05-12
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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION IS A PEER TO PEER AND SMALL GROUP MENTORING PROGRAM DESIGNED TO HELP THOSE WHO ARE IN NEED OF REDIRECTING THEIR LIVES TO BETTER COPE WITH CHALLENGES IN THEIR LIVES. MANY WILL BE IN A STATE OF NEED, REFERRED TO US BY HOPE RECOVERY HOMES, INC., A NORTH CAROLINA CHARITABLE ORGANIZATION, FACING PROBLEMS OF ADDICTION, DISPLACEMENT AND DESPAIR. OUR MENTORS WILL USE TESTED RESOURCES FROM A 12 STEP RECOVERY PROGRAM AND TIME TESTED LITERATURE TO REGAIN CONTROL OF SHATTERED LIVES RESULTING IN A PRODUCTIVE, MORALLY SOUND PERSON REENTERING SOCIETY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt015106
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE LOOMIS FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03400 COLLEGE BOULEVARD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LEAWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd066211
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt013000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROGRAM MATERIALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE & SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01103
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2536
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2536
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt318
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0THE LOOMIS FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03400 COLLEGE BOULEVARD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LEAWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0KS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd066211
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLTON BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02526759550
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A582A5C888C0380C952AC87DA8926A5437E1A8A9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.197.30.126
ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:17:20
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/ReturnTs02017-05-15T16:04:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,876
Liabilities
$0
Net assets
$2,876
Revenue
$13,000
Expenses
$15,124
Net income
-$2,124
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