Civic Intelligence

Guy C Lee Benefit Plan Tr

990 • Fiscal year 2014 • EIN 56-1670983

Oct 01, 2013 to Sep 30, 2014 • Filed on Jul 09, 2015

Organization Profile
Post Office Box 15027577

(919) 934-6195

Siviq Scores

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

Liabilities / Assets

77th percentile

0.23x

Higher debt load relative to assets than 77% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

67th percentile

0.09x

Higher debt load relative to revenue than 67% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

31st percentile

-3.1%

Higher net margin than 31% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

26th percentile

-7.6%

Faster asset growth than 26% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$666,740

Down $54,511 (-7.6%) from 2013

Net Assets

Down

$513,160

Down $129,877 (-20%) from 2013

Liabilities

Up

$153,580

Up $75,366 (+96%) from 2013

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin31st percentile

Revenue

$1,756,518

No earlier filing loaded for comparison.

Expenses

Up

$1,811,029

Up $645,066 (+55%) from 2013

Net Income

-$54,511

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$1.0M$500K$0-$500KAssets 2010: $183,083Liabilities 2010: $517,174Net Assets 2010: -$334,0912010Assets 2011: $162,498Liabilities 2011: $250,761Net Assets 2011: -$88,2632011Assets 2012: $251,396Liabilities 2012: $81,866Net Assets 2012: $169,5302012Assets 2013: $721,251Liabilities 2013: $78,214Net Assets 2013: $643,0372013Assets 2014: $666,740Liabilities 2014: $153,580Net Assets 2014: $513,1602014Assets 2015: $465,922Liabilities 2015: $116,044Net Assets 2015: $349,8782015Assets 2016: $344,116Liabilities 2016: $187,378Net Assets 2016: $156,7382016Assets 2017: $451,065Liabilities 2017: $194,035Net Assets 2017: $257,0302017Assets 2018: $421,414Liabilities 2018: $180,820Net Assets 2018: $240,5942018Assets 2019: $214,313Liabilities 2019: $226,555Net Assets 2019: -$12,2422019Assets 2020: $309,760Liabilities 2020: $193,938Net Assets 2020: $115,8222020Assets 2021: $413,048Liabilities 2021: $430,459Net Assets 2021: -$17,4112021Assets 2022: $51,364Liabilities 2022: $373,426Net Assets 2022: -$322,0622022Assets 2023: $847,460Liabilities 2023: $664,806Net Assets 2023: $182,6542023Assets 2024: $897,131Liabilities 2024: $530,627Net Assets 2024: $366,5042024

Highlighted filing

2014

Assets$666,740
Liabilities$153,580
Net Assets$513,160
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,230,1602010Expenses 2011: $1,307,7732011Expenses 2012: $1,258,5372012Expenses 2013: $1,165,9632013Revenue 2014: $1,756,518Expenses 2014: $1,811,029Net Income 2014: -$54,5112014Revenue 2015: $1,856,507Expenses 2015: $2,057,325Net Income 2015: -$200,8182015Revenue 2016: $2,018,006Expenses 2016: $2,139,812Net Income 2016: -$121,8062016Revenue 2017: $2,320,746Expenses 2017: $2,213,797Net Income 2017: $106,9492017Revenue 2018: $2,463,856Expenses 2018: $2,493,507Net Income 2018: -$29,6512018Revenue 2019: $2,735,760Expenses 2019: $2,942,860Net Income 2019: -$207,1002019Revenue 2020: $3,271,758Expenses 2020: $3,176,312Net Income 2020: $95,4462020Revenue 2021: $3,287,673Expenses 2021: $3,184,385Net Income 2021: $103,2882021Revenue 2022: $3,959,066Expenses 2022: $4,320,750Net Income 2022: -$361,6842022Revenue 2023: $5,013,654Expenses 2023: $4,217,558Net Income 2023: $796,0962023Revenue 2024: $5,675,942Expenses 2024: $5,626,271Net Income 2024: $49,6712024

Highlighted filing

2014

Revenue$1,756,518
Expenses$1,811,029
Net Income-$54,511
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jul 9, 2015
Return Version
2013v4.0
Gross Receipts
$1,756,518
Mission and Program Overview

Mission

Please see attached independent accountant's audit report.

Please see attached accountants' report.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$712,049$649,366▼ $62,683
Rtn Earn Endowment Incm Other Fnds$643,037$513,160▼ $129,877
Cash and Non-Interest-Bearing Accounts$5,736$11,612▲ $5,876
Accounts Receivable$3,466$5,762▲ $2,296
Total Assets$721,251$666,740▼ $54,511
Liabilities
Other Liabilities$78,214$153,580▲ $75,366
Total Liabilities$78,214$153,580▲ $75,366
Net Assets / Fund Balance
Total Net Assets Fund Balance$643,037$513,160▼ $129,877
Total Liabilities and Net Assets / Fund Balance$721,251$666,740▼ $54,511
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Ross W LampeTrustee
Thomas a StephensonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,756,518
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-54,511

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,756,518
Total Revenue per Audited Statements
$1,756,518
Total Revenue per Form 990
$1,756,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$252,089
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,558,940--$1,558,940
Fees for Services Accounting$6,411--$6,411
Other Expenses$259--$259
Total Functional Expenses$1,811,029$0$0$1,811,029

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,811,029
Total Expenses per Audited Statements$1,811,029
Total Expenses per Form 990$1,811,029
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Claims Incurred$153,580
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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

“Upon completion, the trustees review the annual financial statements and tax returns with cpa.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

EIN
56-1670983
Phone
9199346195

Signing Officer

Name
Thomas Stephenson
Title
Trustee
Phone
9199346195
Signed
2015-07-09
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Preparer
Allison Y Jones
Phone
9199348452
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in claims incurred but not reported 75,366”

Raw XML Appendix244 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/AccountsReceivableGrp/BOYAmt03466
IRS990/AccountsReceivableGrp/EOYAmt05762
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IRS990/ActivityOrMissionDesc0PLEASE SEE ATTACHED ACCOUNTANTS' REPORT.
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/ProgramServicesAmt01558940
IRS990/BenefitsToMembersGrp/TotalAmt01558940
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10GUY C LEE EMPLOYEE BENEFIT PLAN
IRS990/BooksInCareOfDetail/PhoneNum09199346195
IRS990/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 150
IRS990/BooksInCareOfDetail/USAddress/City0SMITHFIELD
IRS990/BooksInCareOfDetail/USAddress/State0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCode027577
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IRS990/CashNonInterestBearingGrp/BOYAmt05736
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01558940
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0252089
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01756518
IRS990/CYRevenuesLessExpensesAmt0-54511
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01811029
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01756518
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE HEALTH, DENTAL, SHORT-TERM DISABILITY AND ACCIDENTAL DEATH BENEFITS FOR CERTAIN EMPLOYEES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01811029
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06411
IRS990/FeesForServicesAccountingGrp/TotalAmt06411
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0ROSS W LAMPE
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS A STEPHENSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01756518
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PLEASE SEE ATTACHED ACCOUNTANTS' REPORT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0643037
IRS990/NetAssetsOrFundBalancesEOYAmt0513160
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-75366
IRS990/OtherExpensesGrp/Desc0REINSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2LIFE INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/ProgramServicesAmt0153236
IRS990/OtherExpensesGrp/ProgramServicesAmt178449
IRS990/OtherExpensesGrp/ProgramServicesAmt213734
IRS990/OtherExpensesGrp/ProgramServicesAmt3259
IRS990/OtherExpensesGrp/TotalAmt0153236
IRS990/OtherExpensesGrp/TotalAmt178449
IRS990/OtherExpensesGrp/TotalAmt213734
IRS990/OtherExpensesGrp/TotalAmt3259
IRS990/OtherLiabilitiesGrp/BOYAmt078214
IRS990/OtherLiabilitiesGrp/EOYAmt0153580
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SPONSOR
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS
IRS990/ProgramServiceRevenueGrp/Desc2STD PREMIUMS
IRS990/ProgramServiceRevenueGrp/Desc3COBRA
IRS990/ProgramServiceRevenueGrp/Desc4FSA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01356555
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1368623
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt221538
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt35560
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt44242
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01356555
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1368623
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt221538
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44242
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0934359
IRS990/PYOtherExpensesAmt0231604
IRS990/PYProgramServiceRevenueAmt01635818
IRS990/PYRevenuesLessExpensesAmt0469855
IRS990/PYTotalExpensesAmt01165963
IRS990/PYTotalRevenueAmt01635818
IRS990/ReconcilationRevenueExpnssAmt0-54511
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0643037
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0513160
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0712049
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0649366
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01811029
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0153580
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED CLAIMS INCURRED
IRS990ScheduleD/RevenueSubtotalAmt01756518
IRS990ScheduleD/TotalExpensesPerForm990Amt01811029
IRS990ScheduleD/TotalLiabilityAmt0153580
IRS990ScheduleD/TotalRevenuePerForm990Amt01756518
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01756518
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01811029
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON COMPLETION, THE TRUSTEES REVIEW THE ANNUAL FINANCIAL STATEMENTS AND TAX RETURNS WITH CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN CLAIMS INCURRED BUT NOT REPORTED 75,366
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0721251
IRS990/TotalAssetsEOYAmt0666740
IRS990/TotalAssetsGrp/BOYAmt0721251
IRS990/TotalAssetsGrp/EOYAmt0666740
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01811029
IRS990/TotalFunctionalExpensesGrp/TotalAmt01811029
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt078214
IRS990/TotalLiabilitiesEOYAmt0153580
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IRS990/TotalLiabilitiesGrp/EOYAmt0153580
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0643037
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IRS990/TotalProgramServiceExpensesAmt01811029
IRS990/TotalProgramServiceRevenueAmt01756518
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01756518
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0721251
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0666740
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS STEPHENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09199346195
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10GUY C LEE BENEFIT PLAN TR
ReturnHeader/Filer/BusinessNameControlTxt0LEE
ReturnHeader/Filer/EIN0561670983
ReturnHeader/Filer/PhoneNum09199346195
ReturnHeader/Filer/USAddress/AddressLine10POST OFFICE BOX 150
ReturnHeader/Filer/USAddress/City0SMITHFIELD
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027577
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203240092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WATSON COOKE & JONES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1749
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SMITHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0275771749
ReturnHeader/PreparerPersonGrp/PhoneNum09199348452
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON Y JONES
ReturnHeader/ReturnTs02015-07-15T11:21:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$666,740
Liabilities
$153,580
Net assets
$513,160
Revenue
$1,756,518
Expenses
$1,811,029
Net income
-$54,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.53$0.37$5.68$5.63$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.66$0.18$5.01$4.22$0.80
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.37$0.32$3.96$4.32$0.36
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.43$0.02$3.29$3.18$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.19$0.12$3.27$3.18$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.23$0.01$2.74$2.94$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.18$0.24$2.46$2.49$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.19$0.26$2.32$2.21$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.19$0.16$2.02$2.14$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.12$0.35$1.86$2.06$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.15$0.51$1.76$1.81$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.08$0.64$1.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.08$0.17$1.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.25$0.09$1.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.52$0.33$1.23