Civic Intelligence

James 123 Inc.

990PF • Fiscal year 2018 • EIN 47-5197024

Jan 01, 2018 to Dec 31, 2018 • Filed on May 21, 2019

Organization Profile
402 Sandfiddler CourtMorehead City, NC 28557

(252) 675-9550

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$282

Flat from 2018

Net Assets

Flat

$282

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$29,538

Flat from 2018

Expenses

Flat

$32,673

Flat from 2018

Net Income

Flat

-$3,135

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$282
Liabilities$0
Net Assets$282
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$29,538
Expenses$32,673
Net Income-$3,135
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 21, 2019
Return Version
2018v3.1
Compensation and Service Providers

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
2019-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, 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/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02523549901
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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/Expenses1Amt034847
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/AddressLine1Txt05454 W 110TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OVERLAND PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd066211
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt029535
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt226
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROGRAM MATERIALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02123
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13283
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt226
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13283
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt226
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0THE LOOMIS FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05454 W 110TH STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0OVERLAND PARK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0KS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd066211
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLTON BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02526759550
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-21
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/IPv4AddressTxt0135.26.244.150
ReturnHeader/FilingSecurityInformation/IPDt02019-05-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:55:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN M HAKE CPA
ReturnHeader/ReturnTs02019-05-21T15:47:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$282
Liabilities
$0
Net assets
$282
Revenue
$29,538
Expenses
$32,673
Net income
-$3,135
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
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