Civic Intelligence

Stay the Trail Education & Stewardship Alliance

990 • Fiscal year 2023 • EIN 51-0533294

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 27, 2024

PO Box 532Arvada, CO 80001

(303) 434-0461

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

89th percentile

72%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

26%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$160,800

Flat from 2023

Net Assets

Flat

$160,800

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Flat

$346,803

Flat from 2023

Expenses

Flat

$279,546

Flat from 2023

Net Income

Flat

$67,257

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $90,319Liabilities 2011: $0Net Assets 2011: $90,3192011Assets 2012: $92,819Liabilities 2012: $0Net Assets 2012: $92,8192012Assets 2013: $40,013Liabilities 2013: $0Net Assets 2013: $40,0132013Assets 2014: $77,543Liabilities 2014: $0Net Assets 2014: $77,5432014Assets 2015: $166,313Liabilities 2015: $0Net Assets 2015: $166,3132015Assets 2016: $120,452Liabilities 2016: $0Net Assets 2016: $120,4522016Assets 2017: $156,318Liabilities 2017: $0Net Assets 2017: $156,3182017Assets 2018: $182,760Liabilities 2018: $0Net Assets 2018: $182,7602018Assets 2019: $23,639Liabilities 2019: $0Net Assets 2019: $23,6392019Assets 2020: $50,947Liabilities 2020: $0Net Assets 2020: $50,9472020Assets 2021: $130,361Liabilities 2021: $0Net Assets 2021: $130,3612021Assets 2022: $93,543Liabilities 2022: $0Net Assets 2022: $93,5432022Assets 2023: $160,800Liabilities 2023: $0Net Assets 2023: $160,8002023Assets 2023: $160,800Liabilities 2023: $0Net Assets 2023: $160,8002023Assets 2024: $77,932Liabilities 2024: $0Net Assets 2024: $77,9322024

Highlighted filing

2023

Assets$160,800
Liabilities$0
Net Assets$160,800

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $376,8832011Expenses 2012: $452,3352012Revenue 2013: $251,868Expenses 2013: $304,674Net Income 2013: -$52,8062013Revenue 2014: $366,738Expenses 2014: $329,208Net Income 2014: $37,5302014Revenue 2015: $410,350Expenses 2015: $321,580Net Income 2015: $88,7702015Revenue 2016: $359,184Expenses 2016: $405,045Net Income 2016: -$45,8612016Revenue 2017: $366,469Expenses 2017: $329,956Net Income 2017: $36,5132017Revenue 2018: $353,362Expenses 2018: $326,920Net Income 2018: $26,4422018Revenue 2019: $319,975Expenses 2019: $349,844Net Income 2019: -$29,8692019Revenue 2020: $320,603Expenses 2020: $293,295Net Income 2020: $27,3082020Revenue 2021: $437,249Expenses 2021: $357,835Net Income 2021: $79,4142021Revenue 2022: $276,281Expenses 2022: $313,100Net Income 2022: -$36,8192022Revenue 2023: $346,803Expenses 2023: $279,546Net Income 2023: $67,2572023Revenue 2023: $346,803Expenses 2023: $279,546Net Income 2023: $67,2572023Revenue 2024: $245,878Expenses 2024: $328,746Net Income 2024: -$82,8682024

Highlighted filing

2023

Revenue$346,803
Expenses$279,546
Net Income$67,257
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 27, 2024
Return Version
2023v5.0
Gross Receipts
$346,803
Mission and Program Overview

Mission

To provide off-highway vehicle OHV educational outreach and spread the message of responsible motorized recreation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$84,945$150,642▲ $65,697
Cash and Non-Interest-Bearing Accounts$7,199$8,759▲ $1,560
Prepaid Expenses and Deferred Charges$1,399$1,399→ $0
Total Assets$93,543$160,800▲ $67,257
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$38,290$125,415▲ $87,125
Net Assets Without Donor Restrictions$55,253$35,385▼ $19,868
Total Net Assets Fund Balance$93,543$160,800▲ $67,257
Total Liabilities and Net Assets / Fund Balance$93,543$160,800▲ $67,257
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marcus TrustyChairman
Alan YoderDirector
Dan KrobDirector
Kelsey CarterDirector
Matt BalazsDirector
Michael ParisDirector
Stan WallDirector
Todd BungerDirector
Eric FerraroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$346,491
Program Service Revenue
$0
Investment Income
$312
Other Revenue
$0
All Other Contributions
$11,107
Change in Net Assets
$67,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$142,983
Other Expenses$136,563
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$100,005$25,001-$125,006
Fees for Services Other$92,965$2,102-$95,067
Office Expenses$10,249$3,069-$13,318
Advertising$13,150--$13,150
Other Employee Benefits-$9,369-$9,369
Payroll Taxes$8,608--$8,608
Insurance$6,309$766-$7,075
Travel$4,326--$4,326
Information Technology$1,879--$1,879
Fees for Services Accounting-$1,748-$1,748
Total Functional Expenses$237,491$42,055$0$279,546
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Stay the Trail Education &
EIN
51-0533294
Phone
3034340461
Address
PO BOX 532, ARVADA, CO 80001

Signing Officer

Name
Marcus Trusty
Title
Chairman
Phone
3034340461
Signed
2024-08-27

Organization Details

Principal Officer
Marcus Trusty
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
9
Employees
3

Preparer

Firm
Jbl & Co Cpas LLC
Address
4155 E JEWELL AVE SUITE 800, DENVER, CO 80222
Preparer
James B Lee CPA
Phone
3037968677
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Stay the trail's primary focus is education and direct delivery of the core message. On-the-ground, direct user contacts are the hallmark of the stay the trail program and have been established as a nationally-recognized effort. Utilizing several methods, we can safely interact with people on the ground, whether at a trailhead, staging area, on the trail or at small organized volunteer/stewardship projects. Outreach methods can include a complete set-up with one of the two stt educational trailers, a smaller tabletop booth set-up for indoor venues, and a pop-up tent and table at events with limited space or staffed by volunteers. Additionally, we get out on the trails and make contacts using the program's atv, utv, trucks, or employee motorcycles. Event venues include but are not limited to, trailheads, trails, expos, open houses, and organized club and motorsports events. 2023 education outreach summary 78 total staffed events/area visits 117 days with boots on the ground 10,975 overall direct contacts 70,750 exposed to the program through events 6,676,548 exposed to the program through mixed-media messaging, 4 highway billboards with 23-month runtime (does not include the 4 mobile billboards) 323,060 people reached on social media (fb, ig) over 12,000 miles traveled to and from events over 1,229 miles traveled on public motorized routes by dirtbike/atv/sxs/4x4 1,015 volunteer hours at education & outreach events 1,647 volunteer hours from 23 volunteer/stewardship projects 11 youth-focused events that included the redesigned and rebuilt rc challenge course & rohver- the stt mascot 2 7 new areas/events were visited this year over 500 hours on usfs lands over 175 hours on blm lands over 300 hours on other land/property/business over 8,500 packages of printed educational materials were distributed

Form 990, Part IX, Line 11G

Bank fees 0 -18 0 education/training 0 750 0 equipment/ohv maint & repair 325 0 0 fuel 5,252 0 0 graphic design services 7,491 0 0 licenses and fees 0 20 0 media planner & buyer 0 1,350 0 miscellaneous 993 0 0 shows/exhibits 3,795 0 0 signs 57,258 0 0 storage 9,600 0 0 vehicle maint & repair 7,624 0 0 vehicle registration fees 627 0 0 total 92,965 2,102 0

Form 990, Part XI, Line 9

ROUNDING 0

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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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IRS990/Desc0STAY THE TRAIL'S PRIMARY FOCUS IS EDUCATION AND DIRECT DELIVERY OF THE CORE MESSAGE. ON-THE-GROUND, DIRECT USER CONTACTS ARE THE HALLMARK OF THE STAY THE TRAIL PROGRAM AND HAVE BEEN ESTABLISHED AS A NATIONALLY-RECOGNIZED EFFORT. UTILIZING SEVERAL METHODS, WE CAN SAFELY INTERACT WITH PEOPLE ON THE GROUND, WHETHER AT A TRAILHEAD, STAGING AREA, ON THE TRAIL OR AT SMALL ORGANIZED VOLUNTEER/STEWARDSHIP PROJECTS. OUTREACH METHODS CAN INCLUDE A COMPLETE SET-UP WITH ONE OF THE TWO STT EDUCATIONAL TRAILERS, A SMALLER TABLETOP BOOTH SET-UP FOR INDOOR VENUES, AND A POP-UP TENT AND TABLE AT EVENTS WITH LIMITED SPACE OR STAFFED BY VOLUNTEERS. ADDITIONALLY, WE GET OUT ON THE TRAILS AND MAKE CONTACTS USING THE PROGRAM'S ATV, UTV, TRUCKS, OR EMPLOYEE MOTORCYCLES. EVENT VENUES INCLUDE BUT ARE NOT LIMITED TO, TRAILHEADS, TRAILS, EXPOS, OPEN HOUSES, AND ORGANIZED CLUB AND MOTORSPORTS EVENTS. 2023 EDUCATION OUTREACH SUMMARY 78 TOTAL STAFFED EVENTS/AREA VISITS 117 DAYS WITH BOOTS ON THE GROUND 10,975 OVERALL DIRECT CONTACTS 70,750 EXPOSED TO THE PROGRAM THROUGH EVENTS 6,676,548 EXPOSED TO THE PROGRAM THROUGH MIXED-MEDIA MESSAGING, 4 HIGHWAY BILLBOARDS WITH 23-MONTH RUNTIME (DOES NOT INCLUDE THE 4 MOBILE BILLBOARDS) 323,060 PEOPLE REACHED ON SOCIAL MEDIA (FB, IG) OVER 12,000 MILES TRAVELED TO AND FROM EVENTS OVER 1,229 MILES TRAVELED ON PUBLIC MOTORIZED ROUTES BY DIRTBIKE/ATV/SXS/4X4 1,015 VOLUNTEER HOURS AT EDUCATION & OUTREACH EVENTS 1,647 VOLUNTEER HOURS FROM 23 VOLUNTEER/STEWARDSHIP PROJECTS 11 YOUTH-FOCUSED EVENTS THAT INCLUDED THE REDESIGNED AND REBUILT RC CHALLENGE COURSE & ROHVER- THE STT MASCOT 2 7 NEW AREAS/EVENTS WERE VISITED THIS YEAR OVER 500 HOURS ON USFS LANDS OVER 175 HOURS ON BLM LANDS OVER 300 HOURS ON OTHER LAND/PROPERTY/BUSINESS OVER 8,500 PACKAGES OF PRINTED EDUCATIONAL MATERIALS WERE DISTRIBUTED
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IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt01699647
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0346491
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0276070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0437060
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0320309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0319717
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01699647
IRS990ScheduleA/TotalSupportAmt01700199
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STAY THE TRAIL'S PRIMARY FOCUS IS EDUCATION AND DIRECT DELIVERY OF THE CORE MESSAGE. ON-THE-GROUND, DIRECT USER CONTACTS ARE THE HALLMARK OF THE STAY THE TRAIL PROGRAM AND HAVE BEEN ESTABLISHED AS A NATIONALLY-RECOGNIZED EFFORT. UTILIZING SEVERAL METHODS, WE CAN SAFELY INTERACT WITH PEOPLE ON THE GROUND, WHETHER AT A TRAILHEAD, STAGING AREA, ON THE TRAIL OR AT SMALL ORGANIZED VOLUNTEER/STEWARDSHIP PROJECTS. OUTREACH METHODS CAN INCLUDE A COMPLETE SET-UP WITH ONE OF THE TWO STT EDUCATIONAL TRAILERS, A SMALLER TABLETOP BOOTH SET-UP FOR INDOOR VENUES, AND A POP-UP TENT AND TABLE AT EVENTS WITH LIMITED SPACE OR STAFFED BY VOLUNTEERS. ADDITIONALLY, WE GET OUT ON THE TRAILS AND MAKE CONTACTS USING THE PROGRAM'S ATV, UTV, TRUCKS, OR EMPLOYEE MOTORCYCLES. EVENT VENUES INCLUDE BUT ARE NOT LIMITED TO, TRAILHEADS, TRAILS, EXPOS, OPEN HOUSES, AND ORGANIZED CLUB AND MOTORSPORTS EVENTS. 2023 EDUCATION OUTREACH SUMMARY 78 TOTAL STAFFED EVENTS/AREA VISITS 117 DAYS WITH BOOTS ON THE GROUND 10,975 OVERALL DIRECT CONTACTS 70,750 EXPOSED TO THE PROGRAM THROUGH EVENTS 6,676,548 EXPOSED TO THE PROGRAM THROUGH MIXED-MEDIA MESSAGING, 4 HIGHWAY BILLBOARDS WITH 23-MONTH RUNTIME (DOES NOT INCLUDE THE 4 MOBILE BILLBOARDS) 323,060 PEOPLE REACHED ON SOCIAL MEDIA (FB, IG) OVER 12,000 MILES TRAVELED TO AND FROM EVENTS OVER 1,229 MILES TRAVELED ON PUBLIC MOTORIZED ROUTES BY DIRTBIKE/ATV/SXS/4X4 1,015 VOLUNTEER HOURS AT EDUCATION & OUTREACH EVENTS 1,647 VOLUNTEER HOURS FROM 23 VOLUNTEER/STEWARDSHIP PROJECTS 11 YOUTH-FOCUSED EVENTS THAT INCLUDED THE REDESIGNED AND REBUILT RC CHALLENGE COURSE & ROHVER- THE STT MASCOT 2 7 NEW AREAS/EVENTS WERE VISITED THIS YEAR OVER 500 HOURS ON USFS LANDS OVER 175 HOURS ON BLM LANDS OVER 300 HOURS ON OTHER LAND/PROPERTY/BUSINESS OVER 8,500 PACKAGES OF PRINTED EDUCATIONAL MATERIALS WERE DISTRIBUTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES 0 -18 0 EDUCATION/TRAINING 0 750 0 EQUIPMENT/OHV MAINT & REPAIR 325 0 0 FUEL 5,252 0 0 GRAPHIC DESIGN SERVICES 7,491 0 0 LICENSES AND FEES 0 20 0 MEDIA PLANNER & BUYER 0 1,350 0 MISCELLANEOUS 993 0 0 SHOWS/EXHIBITS 3,795 0 0 SIGNS 57,258 0 0 STORAGE 9,600 0 0 VEHICLE MAINT & REPAIR 7,624 0 0 VEHICLE REGISTRATION FEES 627 0 0 TOTAL 92,965 2,102 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt093543
IRS990/TotalAssetsEOYAmt0160800
IRS990/TotalAssetsGrp/BOYAmt093543
IRS990/TotalAssetsGrp/EOYAmt0160800
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0346491
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042055
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0237491
IRS990/TotalFunctionalExpensesGrp/TotalAmt0279546
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt093543
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0160800
IRS990/TotalProgramServiceExpensesAmt0237491
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0312
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0346803
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt093543
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0160800
IRS990/TravelGrp/ProgramServicesAmt04326
IRS990/TravelGrp/TotalAmt04326
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0137 WINDWALKER ROAD
IRS990/USAddress/CityNm0BUENA VISTA
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd081211
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCUS TRUSTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03034340461
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STAY THE TRAIL EDUCATION &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STEWARDSHIP ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0STAY
ReturnHeader/Filer/EIN0510533294
ReturnHeader/Filer/PhoneNum03034340461
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 532
ReturnHeader/Filer/USAddress/CityNm0ARVADA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473196990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JBL & CO CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04155 E JEWELL AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080222
ReturnHeader/PreparerPersonGrp/PhoneNum03037968677
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES B LEE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-28T14:18:52-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$2.46$3.29$0.83
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$3.47$2.80$0.67
2023Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$3.47$2.80$0.67
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$2.76$3.13$0.37
2021Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$4.37$3.58$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$3.21$2.93$0.27
2019Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$3.20$3.50$0.30
2018Summary only. Only limited summary data is available for this year.$1.83$0.00$1.83$3.53$3.27$0.26
2017Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$3.66$3.30$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$3.59$4.05$0.46
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$4.10$3.22$0.89
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$3.67$3.29$0.38
2013Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$2.52$3.05$0.53
2012Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$4.52
2011Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$3.77