Civic Intelligence

PTA North Carolina Congress Collinswood Language Academy PTA Inc

990EZ • Fiscal year 2019 • EIN 56-1557697

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 07, 2020

5621 Flagstaff DriveCharlotte, NC 28210

(980) 343-5820

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

28th percentile

-6.6%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-4.4%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-36%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$66,786

Down $3,091 (-4.4%) from 2018

Net Assets

Down

$66,786

Down $3,091 (-4.4%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$46,920

Down $25,889 (-36%) from 2018

Expenses

Down

$50,011

Down $5,645 (-10%) from 2018

Net Income

Down

-$3,091

Down $20,244 (-118%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $11,015Net Assets 2010: $11,0152010Assets 2012: $46,995Net Assets 2012: $46,9952012Assets 2013: $18,950Net Assets 2013: $18,9502013Assets 2014: $34,764Net Assets 2014: $34,7642014Assets 2015: $55,505Liabilities 2015: $02015Assets 2016: $57,439Net Assets 2016: $57,4392016Assets 2017: $52,724Net Assets 2017: $52,7242017Assets 2018: $69,877Net Assets 2018: $69,8772018Assets 2019: $66,786Net Assets 2019: $66,7862019Assets 2020: $70,519Net Assets 2020: $70,5192020Assets 2021: $73,475Net Assets 2021: $73,4752021Assets 2022: $70,280Liabilities 2022: $8,761Net Assets 2022: $61,5192022Assets 2023: $55,001Liabilities 2023: $10,304Net Assets 2023: $44,6972023Assets 2024: $27,993Liabilities 2024: $10,304Net Assets 2024: $17,6892024

Highlighted filing

2019

Assets$66,786
Liabilities-
Net Assets$66,786

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $66,537Expenses 2010: $77,322Net Income 2010: -$10,7852010Revenue 2012: $89,359Expenses 2012: $57,561Net Income 2012: $31,7982012Revenue 2013: $97,374Expenses 2013: $125,419Net Income 2013: -$28,0452013Revenue 2014: $107,297Expenses 2014: $91,483Net Income 2014: $15,8142014Revenue 2015: $123,114Expenses 2015: $102,373Net Income 2015: $20,7412015Revenue 2016: $127,518Expenses 2016: $125,584Net Income 2016: $1,9342016Revenue 2017: $85,797Expenses 2017: $90,512Net Income 2017: -$4,7152017Revenue 2018: $72,809Expenses 2018: $55,656Net Income 2018: $17,1532018Revenue 2019: $46,920Expenses 2019: $50,011Net Income 2019: -$3,0912019Revenue 2020: $49,369Expenses 2020: $47,061Net Income 2020: $2,3082020Revenue 2021: $23,077Expenses 2021: $20,645Net Income 2021: $2,4322021Revenue 2022: $23,379Expenses 2022: $35,335Net Income 2022: -$11,9562022Revenue 2023: $38,980Expenses 2023: $55,802Net Income 2023: -$16,8222023Revenue 2024: $29,585Expenses 2024: $56,593Net Income 2024: -$27,0082024

Highlighted filing

2019

Revenue$46,920
Expenses$50,011
Net Income-$3,091
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 7, 2020
Return Version
2018v3.1
Gross Receipts
$69,519
Mission and Program Overview

Mission

A powerful voice for all children, a relevant resource for families and communities, and a strong advocate for the education and well-being of every child.

Program Services

DescriptionGrantsExpenses
Enhance curriculum and programs offered to students and staff in public elementary school. Provided curriculum materials, magazines, agendas, and subscriptions to internet-based learning sites to students in a public K-8 school. Provided novels and enhancement curriculum and programs to students and staff.--
Provide financial support for field trips, special classes and new equipment for students learning. Provided financial assistance to fund student field trips by grade level for every grade K-8.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah JacquesPresident-$0--
Tiffany DanielVice President-$0--
Elizabeth BrackettSecretary-$0--
Roberta CianfroneTreasurer-$0--
Elena MarlerAssist. Treas.-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fairs$15,225$15,225$9,415$5,810
Apparel$6,580$6,580$4,170$2,410
Total Events$21,805$21,805$13,585$8,220
Filing and Contact Details

Filer

Filer Name
PTA North Carolina Congress
EIN
56-1557697
Phone
9803435820
Address
5621 Flagstaff Drive, Charlotte, NC 28210

Signing Officer

Name
Roberta Cianfrone
Title
Treasurer
Signed
2020-07-07
Discuss with paid preparer
Yes

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1463

Other Expenses.1012

Insurance $315

Other Expenses.1

Curriculum support $24627

Other Expenses.2

Staff appreciation & support $7305

Other Expenses.3

Special class support $5279

Other Expenses.4

Family events $4225

Other Expenses.5

INNOVATION GRANTS $3009

Other Expenses.6

Pta discretionary funds $1439

Other Expenses.7

Field Trips $809

Other Expenses.8

School Improvements $483

Other Expenses.9

Bank charges $12

Raw XML Appendix201 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Roberta Cianfrone
IRS990EZ/BooksInCareOfDetail/PhoneNum07042006080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04000 Applegate Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069877
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066786
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt039379
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3091
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01045
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069877
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066786
IRS990EZ/FundraisingGrossIncomeAmt030106
IRS990EZ/GrossReceiptsAmt069519
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt034
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069877
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066786
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069877
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066786
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Jacques
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tiffany Daniel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Elizabeth Brackett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Roberta Cianfrone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Elena Marler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Assist. Treas.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048966
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A powerful voice for all children, a relevant resource for families and communities, and a strong advocate for the education and well-being of every child.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Enhance curriculum and programs offered to students and staff in public elementary school. Provided curriculum materials, magazines, agendas, and subscriptions to internet-based learning sites to students in a public K-8 school. Provided novels and enhancement curriculum and programs to students and staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide financial support for field trips, special classes and new equipment for students learning. Provided financial assistance to fund student field trips by grade level for every grade K-8.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022599
IRS990EZ/SpecialEventsNetIncomeLossAmt07507
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050011
IRS990EZ/TotalRevenueAmt046920
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt092054
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt082755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0318801
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050925
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0249985
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0119
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01759
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0317
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03442
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt04228
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09746
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98300
IRS990ScheduleA/PublicSupportPY509Pct00.98010
IRS990ScheduleA/PublicSupportTotal509Amt0568786
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0142979
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0145775
IRS990ScheduleA/Total509Grp/TotalAmt0568786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt098732
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0146442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0150006
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0578651
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013585
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fairs
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Apparel
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06580
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021805
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08220
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013585
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09415
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CURRICULUM SUPPORT $24627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff appreciation & support $7305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Special class support $5279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Family events $4225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INNOVATION GRANTS $3009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA DISCRETIONARY FUNDS $1439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Field Trips $809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9School Improvements $483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank charges $12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Roberta Cianfrone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA North Carolina Congress
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Collinswood Language Academy PTA Inc
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561557697
ReturnHeader/Filer/PhoneNum09803435820
ReturnHeader/Filer/USAddress/AddressLine1Txt05621 Flagstaff Drive
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561688300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C DeWitt Foard & Co PA CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0817 E Morehead Street Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282022767
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02020-07-07T05:56:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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.$0.28$0.10$0.18$0.30$0.57$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.10$0.45$0.39$0.56$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.09$0.62$0.23$0.35$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.23$0.21$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.49$0.47$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.47$0.50$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.73$0.56$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.53$0.86$0.91$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.28$1.26$0.02
2015Summary only. Only limited summary data is available for this year.$0.56$0.00$1.23$1.02$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.07$0.91$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.97$1.25$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.47$0.89$0.58$0.32
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.11$0.67$0.77$0.11