Civic Intelligence

Lutz Foundation Inc.

990PF • Fiscal year 2015 • EIN 56-1073160

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

214 Windsor DrShelby, NC 28150

(704) 434-7334

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

12th percentile

-45%

Higher net margin than 12% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

41st percentile

-2.3%

Faster asset growth than 41% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$374,074

Down $8,771 (-2.3%) from 2014

Net Assets

Down

$374,074

Down $8,771 (-2.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$19,426

Down $7,786 (-29%) from 2014

Expenses

Up

$28,196

Up $1,868 (+7.1%) from 2014

Net Income

Down

-$8,770

Down $9,654 (-1092%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $381,899Liabilities 2011: $02011Assets 2012: $379,811Liabilities 2012: $02012Assets 2013: $381,961Liabilities 2013: $02013Assets 2014: $382,845Liabilities 2014: $0Net Assets 2014: $382,8452014Assets 2015: $374,074Liabilities 2015: $0Net Assets 2015: $374,0742015Assets 2016: $343,697Liabilities 2016: $0Net Assets 2016: $343,6972016Assets 2017: $344,000Liabilities 2017: $0Net Assets 2017: $344,0002017Assets 2018: $341,186Liabilities 2018: $0Net Assets 2018: $341,1862018Assets 2019: $338,637Liabilities 2019: $0Net Assets 2019: $338,6372019Assets 2020: $288,567Liabilities 2020: $0Net Assets 2020: $288,5672020Assets 2021: $236,295Liabilities 2021: $0Net Assets 2021: $236,2952021Assets 2022: $184,801Liabilities 2022: $0Net Assets 2022: $184,8012022Assets 2023: $135,521Liabilities 2023: $0Net Assets 2023: $135,5212023Assets 2024: $83,036Liabilities 2024: $0Net Assets 2024: $83,0362024

Highlighted filing

2015

Assets$374,074
Liabilities$0
Net Assets$374,074

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $37,845Expenses 2011: $28,459Net Income 2011: $9,3862011Revenue 2012: $27,012Expenses 2012: $30,553Net Income 2012: -$3,5412012Revenue 2013: $30,134Expenses 2013: $28,275Net Income 2013: $1,8592013Revenue 2014: $27,212Expenses 2014: $26,328Net Income 2014: $8842014Revenue 2015: $19,426Expenses 2015: $28,196Net Income 2015: -$8,7702015Revenue 2016: $25,804Expenses 2016: $56,181Net Income 2016: -$30,3772016Revenue 2017: $23,955Expenses 2017: $23,652Net Income 2017: $3032017Revenue 2018: $21,441Expenses 2018: $24,255Net Income 2018: -$2,8142018Revenue 2019: $21,380Expenses 2019: $23,930Net Income 2019: -$2,5502019Revenue 2020: $10,608Expenses 2020: $60,677Net Income 2020: -$50,0692020Revenue 2021: $8,135Expenses 2021: $60,407Net Income 2021: -$52,2722021Revenue 2022: $8,879Expenses 2022: $60,373Net Income 2022: -$51,4942022Revenue 2023: $11,102Expenses 2023: $60,383Net Income 2023: -$49,2812023Revenue 2024: $7,934Expenses 2024: $60,419Net Income 2024: -$52,4852024

Highlighted filing

2015

Revenue$19,426
Expenses$28,196
Net Income-$8,770
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD F BOWLING II 3 OFFICERPresident-$0--
SUSAN BOWLING 3 OFFICERVice President-$0--
Filing and Contact Details

Filer

Filer Name
Lutz Foundation Inc
EIN
56-1073160
Address
214 WINDSOR DR, SHELBY, NC 28150

Signing Officer

Name
Richard F Bowling Ii
Title
President
Phone
7044727971
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Wilkeys Business Services Inc
Address
111 WOODLAND AVE, SHELBY, NC 28152
Preparer
Sidney B Wilkey
Phone
7044347334
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6UNC GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7GARDNER WEBB UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8DUKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9EAST CAROLINA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10ISOTHERMAL COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11CLEVELAND COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12FLORIDA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13CHARLESTON SOUTHERN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14ANDERSON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 1080
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 7302 HARRIS HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt29201 UNIVERSITY CITY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O BOX 32059
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4118 KILLIAN ANNEX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5601 S COLLEGE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6MOSSMAN BLDG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7OFFICE OF SCHOLARSHIPS STUDENT AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8UNDERGRADUATE FIN AID P O BOX 90397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9EAST 5TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10P O BOX 804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11137 S POST RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12SUITE 4400 A UNIVERSITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt139200 UNIVERSITY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14316 BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CULLOWHEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WILMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BOILING SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10SPINDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11SHELBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12TALLAHASSEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14ANDERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127695
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6274026168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd728017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd827708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd927858
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1028160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1128150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1232306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1329406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1429621
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018200
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02026
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09843
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09843
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037547
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09749
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028196
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07970
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047390
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039420
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02026
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEETING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11917
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11917
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0459
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0459
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD F BOWLING II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07044727971
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUTZ FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LUTZ
ReturnHeader/Filer/EIN0561073160
ReturnHeader/Filer/USAddress/AddressLine1Txt0214 WINDSOR DR
ReturnHeader/Filer/USAddress/CityNm0SHELBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028150
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262449002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILKEYS BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 WOODLAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELBY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028152
ReturnHeader/PreparerPersonGrp/PhoneNum07044347334
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SIDNEY B WILKEY
ReturnHeader/ReturnTs02016-05-16T11:03:08-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.08$0.60$0.52
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.11$0.60$0.49
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.09$0.60$0.51
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.08$0.60$0.52
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.11$0.61$0.50
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.21$0.24$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.21$0.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.24$0.24$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.26$0.56$0.30
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.19$0.28$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.27$0.26$0.01
2013Summary only. Only limited summary data is available for this year.$3.82$0.00$0.30$0.28$0.02
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$0.27$0.31$0.04
2011Summary only. Only limited summary data is available for this year.$3.82$0.00$0.38$0.28$0.09