Civic Intelligence

Owens Foundation

990 • Fiscal year 2019 • EIN 54-1639287

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 23, 2020

Organization ProfileN.A.
5909 Dewey DriveAlexandria, VA 22310

(703) 960-1662

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

9th percentile

-32%

Higher net margin than 9% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

54th percentile

4.1%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

29%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$3,996,945

Up $157,930 (+4.1%) from 2018

Net Assets

Up

$3,996,945

Up $157,930 (+4.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin9th percentile

Revenue

Up

$179,014

Up $39,870 (+29%) from 2018

Expenses

Up

$235,499

Up $34,552 (+17%) from 2018

Net Income

Up

-$56,485

Up $5,318 (+8.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,713,373Liabilities 2011: $0Net Assets 2011: $3,713,3732011Assets 2012: $3,889,676Liabilities 2012: $0Net Assets 2012: $3,889,6762012Assets 2013: $4,147,133Liabilities 2013: $0Net Assets 2013: $4,147,1332013Assets 2014: $4,217,185Liabilities 2014: $0Net Assets 2014: $4,217,1852014Assets 2015: $4,047,112Liabilities 2015: $0Net Assets 2015: $4,047,1122015Assets 2016: $4,057,338Liabilities 2016: $0Net Assets 2016: $4,057,3382016Assets 2017: $4,192,421Liabilities 2017: $0Net Assets 2017: $4,192,4212017Assets 2018: $3,839,015Liabilities 2018: $0Net Assets 2018: $3,839,0152018Assets 2019: $3,996,945Liabilities 2019: $0Net Assets 2019: $3,996,9452019Assets 2020: $4,046,302Liabilities 2020: $0Net Assets 2020: $4,046,3022020Assets 2021: $4,125,162Liabilities 2021: $0Net Assets 2021: $4,125,1622021Assets 2022: $3,564,597Liabilities 2022: $0Net Assets 2022: $3,564,5972022Assets 2023: $3,142,946Liabilities 2023: $0Net Assets 2023: $3,142,9462023Assets 2024: $2,985,230Liabilities 2024: $0Net Assets 2024: $2,985,2302024

Highlighted filing

2019

Assets$3,996,945
Liabilities$0
Net Assets$3,996,945
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $124,5292011Expenses 2012: $46,8372012Revenue 2013: $180,924Expenses 2013: $86,018Net Income 2013: $94,9062013Revenue 2014: $337,196Expenses 2014: $115,477Net Income 2014: $221,7192014Revenue 2015: $76,358Expenses 2015: $70,136Net Income 2015: $6,2222015Revenue 2016: $34,416Expenses 2016: $190,078Net Income 2016: -$155,6622016Revenue 2017: $138,984Expenses 2017: $172,575Net Income 2017: -$33,5912017Revenue 2018: $139,144Expenses 2018: $200,947Net Income 2018: -$61,8032018Revenue 2019: $179,014Expenses 2019: $235,499Net Income 2019: -$56,4852019Revenue 2020: $193,131Expenses 2020: $208,746Net Income 2020: -$15,6152020Revenue 2021: $171,482Expenses 2021: $271,099Net Income 2021: -$99,6172021Revenue 2022: $68,171Expenses 2022: $222,562Net Income 2022: -$154,3912022Revenue 2023: $97,747Expenses 2023: $734,672Net Income 2023: -$636,9252023Revenue 2024: $240,699Expenses 2024: $368,382Net Income 2024: -$127,6832024

Highlighted filing

2019

Revenue$179,014
Expenses$235,499
Net Income-$56,485
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 23, 2020
Return Version
2019v5.1
Gross Receipts
$1,784,216
Mission and Program Overview

Mission

Support for the college of william & mary related to their scholarship, museum fund, author program, and athletics.

Support for the college of william & mary and the endowment association of the college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,839,015$3,996,945▲ $157,930
Investments Other Securities$1,835,681$1,692,017▼ $143,664
Savings and Temporary Cash Investments$536,141$769,835▲ $233,694
Investments in Publicly Traded Securities$222,010$289,910▲ $67,900
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,839,015$3,996,945▲ $157,930
Other Assets Total$1,245,183$1,245,183→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,839,015$3,996,945▲ $157,930
Total Liabilities and Net Assets / Fund Balance$3,839,015$3,996,945▲ $157,930

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,245,183--
Other Securities$376,876--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Patrisia B OwensPresident
Carroll W Owens IiiDir/sec/treasurer
Catherine O GarlandDir/v.p.
Donald G OwensDir/v.p.
Mildred B WestDir/v.p.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$179,014
Other Revenue
$0
Change in Net Assets
$-56,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$231,500
Other Expenses$3,999
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$231,500--$231,500
Fees for Services Accounting-$3,500-$3,500
Other Expenses-$120-$120
Total Functional Expenses$231,500$3,999$0$235,499
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College of William & MaryWilliamsburg, VA501(c)(3)Scholarships, Museum Fund, Author Program, Land Reformation, and Athletics.$231,500
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Patrisia b. Owens (president),donald g. Owens (dir/sec/treasurer), catherine o. Garland (dir/v.p.), and carroll w. Owens, iii (dir/vp) have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the president and board members of the organization before it is filed.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
The Owens Foundation
EIN
54-1639287
Phone
7039601662
Address
5909 DEWEY DRIVE, ALEXANDRIA, VA 22310

Signing Officer

Name
Patrisia B Owens
Title
President
Phone
7039601662
Signed
2020-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrisia B Owens
Formed
1992
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Charles W Ballou CPA Pllc
Address
2112 WAKEFIELD COURT, ALEXANDRIA, VA 22307
Preparer
Charles W Ballou CPA
Phone
7033291330
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

“The organization collects and currently owns art work and statues in the amount of $1,245,183 which is used to support the college of william & mary.”

Raw XML Appendix391 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIR/V.P.
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIR/V.P.
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR/SEC/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR/V.P.
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
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IRS990/IndependentVotingMemberCnt05
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0105539
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01835681
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0222010
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0289910
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01605202
IRS990/LoanOutstandingInd00
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrlzdGainsLossesInvstAmt0214415
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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1120
IRS990/OtherExpensesGrp/TotalAmt0379
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IRS990/PartialLiquidationInd00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SUPPORT FOR THE COLLEGE OF WILLIAM & MARY RELATED TO THEIR SCHOLARSHIP, MUSEUM FUNDS, AUTHOR PROGRAM, AND ATHLETICS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION E, QUESTION 2 ACTIVITIES TEST
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0231500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COLLEGE OF WILLIAM & MARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0231500
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ARTWORK ON LOAN TO COLLEGE OF WILLIAM & MARY, STATUE OF PRES. JAMES MONROE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01315141
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1376876
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REGISTERED INVESTMENT COMPANIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION COLLECTS AND CURRENTLY OWNS ART WORK AND STATUES IN THE AMOUNT OF $1,245,183 WHICH IS USED TO SUPPORT THE COLLEGE OF WILLIAM & MARY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0231500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS, MUSEUM FUND, AUTHOR PROGRAM, LAND REFORMATION, AND ATHLETICS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COLLEGE OF WILLIAM & MARY
IRS990ScheduleI/RecipientTable/RecipientEIN0546001718
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 8795
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WILLIAMSBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd023187
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PATRISIA B. OWENS (PRESIDENT),DONALD G. OWENS (DIR/SEC/TREASURER), CATHERINE O. GARLAND (DIR/V.P.), AND CARROLL W. OWENS, III (DIR/VP) HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE PRESIDENT AND BOARD MEMBERS OF THE ORGANIZATION BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COLLEGE OF WILLIAM & MARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0546001718
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 8795
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WILLIAMSBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd023187
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0231500
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0COLLEGE OF WILLIAM & MARY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03839015
IRS990/TotalAssetsEOYAmt03996945
IRS990/TotalAssetsGrp/BOYAmt03839015
IRS990/TotalAssetsGrp/EOYAmt03996945
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03999
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0231500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0235499
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03839015
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03996945
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0231500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0179014
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0179014
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03839015
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03996945
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05909 DEWEY DRIVE
IRS990/USAddress/CityNm0ALEXANDRIA
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022310
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N.A.
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRISIA B OWENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07039601662
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OWENS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OWEN
ReturnHeader/Filer/EIN0541639287
ReturnHeader/Filer/PhoneNum07039601662
ReturnHeader/Filer/USAddress/AddressLine1Txt05909 DEWEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022310
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId087388553BAF99A623FC82FADED052D79E45EF571
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId087388553BAF99A623FC82FADED052D79E45EF571
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.103.54.134
ReturnHeader/FilingSecurityInformation/IPDt02020-06-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:36:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542055917
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES W BALLOU CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02112 WAKEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022307
ReturnHeader/PreparerPersonGrp/PhoneNum07033291330
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES W BALLOU CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-23T10:37:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,996,945
Liabilities
$0
Net assets
$3,996,945
Revenue
$179,014
Expenses
$235,499
Net income
-$56,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.24$0.37$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.10$0.73$0.64
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.07$0.22$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.17$0.27$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.19$0.21$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.18$0.24$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.14$0.20$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.14$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.03$0.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.34$0.12$0.22
2013Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.18$0.09$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.00$3.89$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.00$3.71$0.12