Civic Intelligence

The Charlotte Hall Rotary Foundation Inc

990 • Fiscal year 2020 • EIN 52-2170259

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

Organization ProfileWWW.ROTARY.ORG
PO Box 681Charlotte Hall, MD 20622

(301) 884-5904

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

24th percentile

-15%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

23rd percentile

-15%

Faster asset growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

23%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$158,663

Down $27,504 (-15%) from 2019

Net Assets

Down

$158,663

Down $27,504 (-15%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin24th percentile

Revenue

Up

$177,916

Up $33,427 (+23%) from 2019

Expenses

Up

$205,420

Up $125,948 (+158%) from 2019

Net Income

Down

-$27,504

Down $92,521 (-142%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$300K$200K$100K$0Assets 2011: $147,889Net Assets 2011: $147,8892011Assets 2012: $145,765Liabilities 2012: $02012Assets 2013: $133,192Liabilities 2013: $02013Assets 2014: $121,095Net Assets 2014: $121,0952014Assets 2015: $117,254Net Assets 2015: $117,2542015Assets 2016: $122,925Net Assets 2016: $122,9252016Assets 2017: $118,672Net Assets 2017: $118,6722017Assets 2018: $121,150Net Assets 2018: $121,1502018Assets 2019: $186,167Net Assets 2019: $186,1672019Assets 2020: $158,663Liabilities 2020: $0Net Assets 2020: $158,6632020Assets 2021: $189,331Liabilities 2021: $0Net Assets 2021: $189,3312021Assets 2022: $175,300Liabilities 2022: $0Net Assets 2022: $175,3002022Assets 2023: $214,238Liabilities 2023: $0Net Assets 2023: $214,2382023Assets 2024: $166,033Liabilities 2024: $0Net Assets 2024: $166,0332024Assets 2025: $216,208Liabilities 2025: $0Net Assets 2025: $216,2082025

Highlighted filing

2020

Assets$158,663
Liabilities$0
Net Assets$158,663
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $14,542Expenses 2011: $14,767Net Income 2011: -$2252011Revenue 2012: $15,570Expenses 2012: $17,694Net Income 2012: -$2,1242012Revenue 2013: $30,406Expenses 2013: $42,979Net Income 2013: -$12,5732013Revenue 2014: $24,897Expenses 2014: $36,994Net Income 2014: -$12,0972014Revenue 2015: $42,248Expenses 2015: $46,089Net Income 2015: -$3,8412015Revenue 2016: $59,438Expenses 2016: $53,767Net Income 2016: $5,6712016Revenue 2017: $52,059Expenses 2017: $56,312Net Income 2017: -$4,2532017Revenue 2018: $58,866Expenses 2018: $56,388Net Income 2018: $2,4782018Revenue 2019: $144,489Expenses 2019: $79,472Net Income 2019: $65,0172019Revenue 2020: $177,916Expenses 2020: $205,420Net Income 2020: -$27,5042020Revenue 2021: $181,298Expenses 2021: $150,630Net Income 2021: $30,6682021Revenue 2022: $230,241Expenses 2022: $244,272Net Income 2022: -$14,0312022Revenue 2023: $168,345Expenses 2023: $129,407Net Income 2023: $38,9382023Revenue 2024: $207,855Expenses 2024: $256,060Net Income 2024: -$48,2052024Revenue 2025: $275,420Expenses 2025: $225,245Net Income 2025: $50,1752025

Highlighted filing

2020

Revenue$177,916
Expenses$205,420
Net Income-$27,504
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.0
Gross Receipts
$184,285
Mission and Program Overview

Mission

The charlotte hall rotary foundation inc. Is one of the local chapters of the global rotary club organization, the mission of which is to provide services to others,promote integrity, advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.together, we see a world where people unite and take action to create lasting change across the globe, in our communities, and in ourselves. Rotary is dedicated to causes that build international relationships, improve lives, and create a better world to support our peace efforts and end polio forever.rotary members believe that we have a shared responsibility to take action on our worlds most persistent issues. Our 35,000+ clubs work together to:promote peace,fight disease,provide clean water, sanitation, and hygiene, save mothers and children,support education and grow local economies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$186,167$158,663▼ $27,504
Total Assets$186,167$158,663▼ $27,504
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$151,572$132,211▼ $19,361
Net Assets Without Donor Restrictions$34,595$26,452▼ $8,143
Total Net Assets Fund Balance$186,167$158,663▼ $27,504
Total Liabilities and Net Assets / Fund Balance$186,167$158,663▼ $27,504
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Annette HodgesBoard Member
Stephen MattinglyBoard Member
Toni KruszkaBoard Member
Ila ShahFounder/chai
Theresa DorseySecretary
Karrie WoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$149,879
Program Service Revenue
$0
Investment Income
$1,296
Other Revenue
$26,741
Change in Net Assets
$-27,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$204,492
Other Expenses$928
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$131,600--$131,600
Grants to Domestic Orgs$54,392--$54,392
Grants to Domestic Individuals$18,500--$18,500
Other Expenses-$63-$63
Total Functional Expenses$204,492$928$0$205,420
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Leukemia & Lymphoma SocietyRye Brook, NY--$31,000
Charlotte Hall Veterans HomeCharlotte Hall, MD--$7,029

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$33,110
Gaming Direct Expenses$6,369
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
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 18

“Available on guidestar.org”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
The Charlotte Hall
EIN
52-2170259
Phone
3018845904
Address
PO BOX 681, CHARLOTTE HALL, MD 20622

Signing Officer

Name
Karrie Wood
Title
Treasurer
Phone
3018845904
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karrie Wood
Formed
1999
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
13

Preparer

Firm
Ad&a Cpas LLC
Address
3100 CLARENDON BLVD SUITE 200, ARLINGTON, VA 22201
Preparer
Amit Dhawan
Phone
7035177899
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The charlotte hall rotary foundation inc. Is one of the local chapters of the global rotary club organization, the mission of which is to provide services to others,promote integrity, advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.together, we see a world where people unite and take action to create lasting change across the globe, in our communities, and in ourselves. Rotary is dedicated to causes that build international relationships, improve lives, and create a better world to support our peace efforts and end polio forever.rotary members believe that we have a shared responsibility to take action on our worlds most persistent issues. Our 35,000+ clubs work together to:promote peace,fight disease,provide clean water, sanitation, and hygiene, save mothers and children,support education and grow local economies.”

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

“Fighting dieseases : provide support to various organizations for fighting dieseases.”

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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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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DISASTER AIDE USA PROJECT 9817 LANHAM SEVERN ROAD,LANHAM,MD EDUCATION SCHOLARSHIPS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1YES,THE ORGANIZATION ACTIVITIES DIRECTLY FURTHERED THE EXEMPT PURPOSE OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0361707667
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0131600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ROTARY INTERNATIONAL
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0131600
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt010000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1121600
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1WIRE TRANSFER
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt05619
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt05619
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt06369
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt033110
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt033110
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt026741
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt0750
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt0750
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0STEPHEN D MATTINGLY
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt028290 THREE NOTCH ROAD
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0MECHANICSVILLE
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0MD
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd020659
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/RecipientTable/CashGrantAmt031000
IRS990ScheduleI/RecipientTable/CashGrantAmt17029
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LEUKEMIA & LYMPHOMA SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHARLOTTE HALL VETERANS HOME
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03 INTERNATIONAL DRIVE SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt129449 CHARLOTTE HALL RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RYE BROOK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CHARLOTTE HALL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010573
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd120622
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IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHARLOTTE HALL ROTARY FOUNDATION INC. IS ONE OF THE LOCAL CHAPTERS OF THE GLOBAL ROTARY CLUB ORGANIZATION, THE MISSION OF WHICH IS TO PROVIDE SERVICES TO OTHERS,PROMOTE INTEGRITY, ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.TOGETHER, WE SEE A WORLD WHERE PEOPLE UNITE AND TAKE ACTION TO CREATE LASTING CHANGE ACROSS THE GLOBE, IN OUR COMMUNITIES, AND IN OURSELVES. ROTARY IS DEDICATED TO CAUSES THAT BUILD INTERNATIONAL RELATIONSHIPS, IMPROVE LIVES, AND CREATE A BETTER WORLD TO SUPPORT OUR PEACE EFFORTS AND END POLIO FOREVER.ROTARY MEMBERS BELIEVE THAT WE HAVE A SHARED RESPONSIBILITY TO TAKE ACTION ON OUR WORLDS MOST PERSISTENT ISSUES. OUR 35,000+ CLUBS WORK TOGETHER TO:PROMOTE PEACE,FIGHT DISEASE,PROVIDE CLEAN WATER, SANITATION, AND HYGIENE, SAVE MOTHERS AND CHILDREN,SUPPORT EDUCATION AND GROW LOCAL ECONOMIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIGHTING DIESEASES : PROVIDE SUPPORT TO VARIOUS ORGANIZATIONS FOR FIGHTING DIESEASES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE ON GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0186167
IRS990/TotalAssetsEOYAmt0158663
IRS990/TotalAssetsGrp/BOYAmt0186167
IRS990/TotalAssetsGrp/EOYAmt0158663
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0149879
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0928
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0204492
IRS990/TotalFunctionalExpensesGrp/TotalAmt0205420
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0186167
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0158663
IRS990/TotalOtherProgSrvcExpenseAmt031850
IRS990/TotalOtherProgSrvcGrantAmt031850
IRS990/TotalProgramServiceExpensesAmt0204492
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028037
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0177916
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0186167
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0158663
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTPS://WWW.ROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KARRIE WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03018845904
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARLOTTE HALL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0522170259
ReturnHeader/Filer/PhoneNum03018845904
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 681
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE HALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020622
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821094151
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AD&A CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03100 CLARENDON BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022201
ReturnHeader/PreparerPersonGrp/PhoneNum07035177899
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMIT DHAWAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-14T10:33:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$158,663
Liabilities
$0
Net assets
$158,663
Revenue
$177,916
Expenses
$205,420
Net income
-$27,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$2.75$2.25$0.50
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$2.08$2.56$0.48
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.68$1.29$0.39
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$2.30$2.44$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.81$1.51$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$1.78$2.05$0.28
2019Detailed filing. Detailed filing data is available for this year.$1.86$1.86$1.44$0.79$0.65
2018Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.59$0.56$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.19$1.19$0.52$0.56$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.59$0.54$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.42$0.46$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.25$0.37$0.12
2013Summary only. Only limited summary data is available for this year.$1.33$0.00$0.30$0.43$0.13
2012Summary only. Only limited summary data is available for this year.$1.46$0.00$0.16$0.18$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$1.48$0.15$0.15$0.00