Civic Intelligence

James 123 Inc.

990PF • Fiscal year 2020 • EIN 47-5197024

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

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

81st percentile

0.00x

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

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.00x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Net Margin

56th percentile

4.1%

Higher net margin than 56% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE T • <$500k nonprofits • Source year 2020

Asset Growth

83rd percentile

36%

Faster asset growth than 83% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

-5.3%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • NTEE T • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$7,457

Up $1,955 (+36%) from 2019

Net Assets

Up

$7,457

Up $1,955 (+36%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin56th percentile

Revenue

Down

$47,751

Down $2,655 (-5.3%) from 2019

Expenses

Up

$45,796

Up $610 (+1.3%) from 2019

Net Income

Down

$1,955

Down $3,265 (-63%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2020

Assets$7,457
Liabilities$1
Net Assets$7,457
Open 2020 Filing

Operations Trend

Revenue Growth58th 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

2020

Revenue$47,751
Expenses$45,796
Net Income$1,955
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.1
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
2021-05-07
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
Raw XML Appendix342 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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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/Expenses1Amt039762
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BLUE LETTER BIBLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LIFE CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25FOLD MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt029 RANCHO CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14600 EAST SECOND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21212 FULCHER LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKE FOREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EDMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW BERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228560
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
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/ContributorBusinessName/BusinessNameLine1Txt1JAMES R FLEMING
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05454 W 110TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11105 BACCARAT DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OVERLAND PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1COLUMBUS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd066211
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd143228
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt047350
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1400
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROGRAM MATERIALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03553
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1752
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03553
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1752
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt034
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENTS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt034
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0THE LOOMIS FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05454 W 110TH STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0OVERLAND PARK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0KS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd066211
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLTON BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02526759550
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
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/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/ReturnTs02021-05-10T10:01:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLTON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURNS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,457
Liabilities
$1
Net assets
$7,457
Revenue
$47,751
Expenses
$45,796
Net income
$1,955
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