Civic Intelligence

Sojourner Charitable Fund C/O Jim Lee CPA

990 • Fiscal year 2020 • EIN 58-1379471

Sep 01, 2019 to Aug 31, 2020 • Filed on Jan 08, 2020

Organization ProfileN/A
PO Box 2158Lakeland, FL 33806

(863) 686-7330

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

41st percentile

0.2%

Higher net margin than 41% 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

50th percentile

3.7%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

83rd percentile

31%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$11,892

Up $428 (+3.7%) from 2019

Net Assets

Up

$11,892

Up $428 (+3.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin41st percentile

Revenue

Up

$207,527

Up $49,300 (+31%) from 2019

Expenses

Up

$207,099

Up $40,314 (+24%) from 2019

Net Income

Up

$428

Up $8,986 (+105%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$30K$20K$10K$0Assets 2011: $11,212Liabilities 2011: $02011Assets 2012: $17,173Liabilities 2012: $02012Assets 2013: $13,345Liabilities 2013: $02013Assets 2014: $10,509Liabilities 2014: $0Net Assets 2014: $10,5092014Assets 2015: $4,353Net Assets 2015: $4,3532015Assets 2016: $9,052Net Assets 2016: $9,0522016Assets 2017: $20,461Net Assets 2017: $20,4612017Assets 2018: $20,022Liabilities 2018: $0Net Assets 2018: $20,0222018Assets 2019: $11,464Liabilities 2019: $0Net Assets 2019: $11,4642019Assets 2020: $11,892Liabilities 2020: $0Net Assets 2020: $11,8922020Assets 2021: $7,891Liabilities 2021: $0Net Assets 2021: $7,8912021Assets 2022: $21,773Liabilities 2022: $0Net Assets 2022: $21,7732022Assets 2023: $17,168Liabilities 2023: $0Net Assets 2023: $17,1682023Assets 2024: $15,061Liabilities 2024: $0Net Assets 2024: $15,0612024Assets 2025: $15,940Liabilities 2025: $0Net Assets 2025: $15,9402025

Highlighted filing

2020

Assets$11,892
Liabilities$0
Net Assets$11,892
Open 2020 Filing

Operations Trend

Revenue Growth83rd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $143,287Expenses 2011: $138,847Net Income 2011: $4,4402011Revenue 2012: $190,308Expenses 2012: $184,347Net Income 2012: $5,9612012Revenue 2013: $162,105Expenses 2013: $165,933Net Income 2013: -$3,8282013Revenue 2014: $265,566Expenses 2014: $268,402Net Income 2014: -$2,8362014Revenue 2015: $186,537Expenses 2015: $192,693Net Income 2015: -$6,1562015Revenue 2016: $160,091Expenses 2016: $155,392Net Income 2016: $4,6992016Revenue 2017: $193,897Expenses 2017: $182,488Net Income 2017: $11,4092017Revenue 2018: $202,226Expenses 2018: $202,665Net Income 2018: -$4392018Revenue 2019: $158,227Expenses 2019: $166,785Net Income 2019: -$8,5582019Revenue 2020: $207,527Expenses 2020: $207,099Net Income 2020: $4282020Revenue 2021: $215,458Expenses 2021: $219,459Net Income 2021: -$4,0012021Revenue 2022: $215,635Expenses 2022: $201,753Net Income 2022: $13,8822022Revenue 2023: $148,034Expenses 2023: $152,639Net Income 2023: -$4,6052023Revenue 2024: $163,057Expenses 2024: $165,164Net Income 2024: -$2,1072024Revenue 2025: $116,314Expenses 2025: $115,435Net Income 2025: $8792025

Highlighted filing

2020

Revenue$207,527
Expenses$207,099
Net Income$428
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jan 8, 2020
Return Version
2019v5.0
Gross Receipts
$207,527
Mission and Program Overview

Mission

To provide support to various missionaries on the mission field.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,464$11,892▲ $428
Total Assets$11,464$11,892▲ $428
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,464$11,892▲ $428
Total Net Assets Fund Balance$11,464$11,892▲ $428
Total Liabilities and Net Assets / Fund Balance$11,464$11,892▲ $428
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Jim D LeePresident
Susan GriffithSec. / Treas
Diana AmbroseVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$207,527
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$207,527
Change in Net Assets
$428
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$207,099
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
Other Expenses$3,100$70-$70
Total Functional Expenses$207,029$70$0$207,099
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
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

“Data is gathered and reviewed by the officers and the final return is reviewed by the president.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Sojourner Charitable Fund
EIN
58-1379471
Address
PO BOX 2158, LAKELAND, FL 33806

Signing Officer

Name
Jim D Lee
Title
President
Signed
2020-01-08

Organization Details

Principal Officer
Jim D Lee
Voting Board Members
3
Independent Board Members
3
Employees
0
Raw XML Appendix246 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT TO VARIOUS MISSIONARIES ON THE MISSION FIELD.
IRS990/AllOtherContributionsAmt0207527
IRS990/BooksInCareOfDetail/PersonNm0JIM LEE
IRS990/BooksInCareOfDetail/PhoneNum08636867330
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 SOUTH FLORIDA AVE STE 530
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033801
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt011464
IRS990/CashNonInterestBearingGrp/EOYAmt011892
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0207527
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0207099
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0428
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0207099
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0207527
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDED DIRECT SUPPORT TO MISSIONARIES AND THEIR FAMILIES ON THE MISSION FIELD.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0173929
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DIANA AMBROSE
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN GRIFFITH
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM D LEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SEC. / TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0207527
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SUPPORT TO VARIOUS MISSIONARIES ON THE MISSION FIELD.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt011464
IRS990/NetAssetsOrFundBalancesEOYAmt011892
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011464
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011892
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0MISSIONARY SUPPORT
IRS990/OtherExpensesGrp/Desc1CHURCH SUPPORT
IRS990/OtherExpensesGrp/Desc2ORGANIZATIONAL SUPPORT
IRS990/OtherExpensesGrp/Desc3LICENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt070
IRS990/OtherExpensesGrp/ProgramServicesAmt0173929
IRS990/OtherExpensesGrp/ProgramServicesAmt130000
IRS990/OtherExpensesGrp/ProgramServicesAmt23100
IRS990/OtherExpensesGrp/TotalAmt0173929
IRS990/OtherExpensesGrp/TotalAmt130000
IRS990/OtherExpensesGrp/TotalAmt23100
IRS990/OtherExpensesGrp/TotalAmt370
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JIM D LEE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT TO CHURCHES, ORGANIZATIONS AND INDIVIDUALS INTERESTED IN TAKING TEAMS TO THE MISSION FIELD.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030000
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL ASSISTANCE TO MISSIONARIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03100
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0158227
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0166785
IRS990/PYRevenuesLessExpensesAmt0-8558
IRS990/PYTotalExpensesAmt0166785
IRS990/PYTotalRevenueAmt0158227
IRS990/ReconcilationRevenueExpnssAmt0428
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0207527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0158227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0202226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0193897
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0160091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0921968
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0921968
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0207527
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0158227
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0202226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0193897
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0160091
IRS990ScheduleA/Total509Grp/TotalAmt0921968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0207527
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0158227
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0202226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0193897
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0160091
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0921968
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DATA IS GATHERED AND REVIEWED BY THE OFFICERS AND THE FINAL RETURN IS REVIEWED BY THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011464
IRS990/TotalAssetsEOYAmt011892
IRS990/TotalAssetsGrp/BOYAmt011464
IRS990/TotalAssetsGrp/EOYAmt011892
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0207527
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt070
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0207029
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011464
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011892
IRS990/TotalProgramServiceExpensesAmt0207029
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207527
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011464
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011892
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0500 SOUTH FLORIDA AVENUE SUITE 530
IRS990/USAddress/CityNm0LAKELAND
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033801
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM D LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOJOURNER CHARITABLE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JIM LEE CPA
ReturnHeader/Filer/BusinessNameControlTxt0SOJO
ReturnHeader/Filer/EIN0581379471
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2158
ReturnHeader/Filer/USAddress/CityNm0LAKELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033806
ReturnHeader/ReturnTs02021-01-13T15:22:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
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
$11,892
Liabilities
$0
Net assets
$11,892
Revenue
$207,527
Expenses
$207,099
Net income
$428
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$1.16$1.15$0.01
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$1.63$1.65$0.02
2023Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$1.48$1.53$0.05
2022Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$2.16$2.02$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$2.15$2.19$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$2.08$2.07$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$1.58$1.67$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$2.02$2.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.20$1.94$1.82$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.09$1.60$1.55$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.04$1.87$1.93$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$2.66$2.68$0.03
2013Summary only. Only limited summary data is available for this year.$0.13$0.00$1.62$1.66$0.04
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$1.90$1.84$0.06
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$1.43$1.39$0.04