Civic Intelligence

Cosmo and Lewis Estates Inc.

990 • Fiscal year 2015 • EIN 58-1743798

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

PO Box 19691Raleigh, NC 27619

(919) 755-0558

Siviq Scores

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

Liabilities / Assets

96th percentile

1.63x

Higher debt load relative to assets than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

98th percentile

3.46x

Higher debt load relative to revenue than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

30th percentile

-5.2%

Higher net margin than 30% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

41st percentile

-2.2%

Faster asset growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

54th percentile

3.3%

Faster revenue growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$249,329

Down $5,711 (-2.2%) from 2014

Net Assets

Down

-$158,304

Down $6,093 (-4.0%) from 2014

Liabilities

Up

$407,633

Up $382 (+0.1%) from 2014

Revenue

Up

$117,848

Up $3,732 (+3.3%) from 2014

Expenses

Up

$123,941

Up $4,825 (+4.1%) from 2014

Net Income

Down

-$6,093

Down $1,093 (-22%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2010: $326,611Liabilities 2010: $449,322Net Assets 2010: -$122,7112010Assets 2011: $314,467Liabilities 2011: $438,335Net Assets 2011: -$123,8682011Assets 2012: $294,305Liabilities 2012: $446,510Net Assets 2012: -$152,2052012Assets 2013: $266,563Liabilities 2013: $413,774Net Assets 2013: -$147,2112013Assets 2014: $255,040Liabilities 2014: $407,251Net Assets 2014: -$152,2112014Assets 2015: $249,329Liabilities 2015: $407,633Net Assets 2015: -$158,3042015Assets 2016: $238,762Liabilities 2016: $389,325Net Assets 2016: -$150,5632016Assets 2017: $235,863Liabilities 2017: $373,917Net Assets 2017: -$138,0542017Assets 2018: $226,772Liabilities 2018: $366,469Net Assets 2018: -$139,6972018Assets 2019: $213,338Liabilities 2019: $340,398Net Assets 2019: -$127,0602019Assets 2020: $193,216Liabilities 2020: $309,955Net Assets 2020: -$116,7392020Assets 2021: $186,915Liabilities 2021: $267,155Net Assets 2021: -$80,2402021Assets 2022: $199,193Liabilities 2022: $263,929Net Assets 2022: -$64,7362022Assets 2023: $184,397Liabilities 2023: $280,357Net Assets 2023: -$95,9602023Assets 2024: $171,547Liabilities 2024: $266,252Net Assets 2024: -$94,7052024

Highlighted filing

2015

Assets$249,329
Liabilities$407,633
Net Assets-$158,304

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $117,3422010Expenses 2011: $111,8152011Expenses 2012: $141,3412012Revenue 2013: $115,256Expenses 2013: $110,262Net Income 2013: $4,9942013Revenue 2014: $114,116Expenses 2014: $119,116Net Income 2014: -$5,0002014Revenue 2015: $117,848Expenses 2015: $123,941Net Income 2015: -$6,0932015Revenue 2016: $118,034Expenses 2016: $110,293Net Income 2016: $7,7412016Revenue 2017: $119,308Expenses 2017: $106,800Net Income 2017: $12,5082017Revenue 2018: $120,762Expenses 2018: $122,405Net Income 2018: -$1,6432018Revenue 2019: $123,301Expenses 2019: $110,664Net Income 2019: $12,6372019Revenue 2020: $126,773Expenses 2020: $116,452Net Income 2020: $10,3212020Revenue 2021: $130,013Expenses 2021: $93,514Net Income 2021: $36,4992021Revenue 2022: $126,618Expenses 2022: $111,114Net Income 2022: $15,5042022Revenue 2023: $114,949Expenses 2023: $146,174Net Income 2023: -$31,2252023Revenue 2024: $117,430Expenses 2024: $116,175Net Income 2024: $1,2552024

Highlighted filing

2015

Revenue$117,848
Expenses$123,941
Net Income-$6,093
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 16, 2016
Return Version
2015v2.1
Gross Receipts
$117,848
Mission and Program Overview

Mission

The not for profit corporation was organized to construct, own and operate a 14 unit apartment community for the elderly, handicapped and disabled in raleigh, nc known as cosmo and lewis estates. It was organized pursuant to section 202 of the national housing act as amended and has entered into the standard hud regulatory agreements, which govern the operation of the community, with the federal housing administration section of hud. A hap contract provides rent assistance for low income families (or persons) under the section 8 program of the national housing act, while hud pays the balance of the rent.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$220,977$234,301▲ $13,324
Investments Program Related$26,129$10,406▼ $15,723
Prepaid Expenses and Deferred Charges$677$646▼ $31
Accounts Receivable$382$602▲ $220
Cash and Non-Interest-Bearing Accounts$4,284$418▼ $3,866
Total Assets$255,040$249,329▼ $5,711
Other Assets Total$2,591$2,956▲ $365
Liabilities
Mortgage Notes Payable Secured by Investment Property$391,967$376,644▼ $15,323
Accounts Payable and Accrued Expenses$8,554$24,613▲ $16,059
Other Liabilities$6,052$5,823▼ $229
Deferred Revenue$678$553▼ $125
Total Liabilities$407,251$407,633▲ $382
Net Assets / Fund Balance
Unrestricted Net Assets$-152,211$-158,304▼ $6,093
Total Net Assets Fund Balance$-152,211$-158,304▼ $6,093
Total Liabilities and Net Assets / Fund Balance$255,040$249,329▼ $5,711

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$182,066$323,657$505,723
Land$52,218-$52,218
Equipment$17$24,546$24,563
Compensation and Service Providers

Board Members and Trustees

NameTitle
Juanita RatliffChairman
W B LewisPresident
Dianne FreemanDirector
James BrownDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$89,946
Program Service Revenue
$27,259
Investment Income
$8
Other Revenue
$635
Change in Net Assets
$-6,093

Audited Revenue Reconciliation

Revenue per Audited Statements
$117,848
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$117,848
Total Revenue per Form 990
$117,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,941
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
Occupancy$88,612--$88,612
Depreciation Depletion$12,696--$12,696
Fees for Services Management-$9,338-$9,338
Fees for Services Accounting-$4,390-$4,390
Office Expenses-$2,411-$2,411
Conferences and Meetings-$800-$800
Insurance$363--$363
Information Technology$219--$219
Advertising-$154-$154
Other Expenses$1$4,957-$1
Total Functional Expenses$101,891$22,050$0$123,941

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$123,964
Expenses per Audited Statements$123,941
Total Expenses per Form 990$123,941
Expenses Not Reported on Form 990$23
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$2,920
Accrued Interest Payable$2,903
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

Cosmo & lewis esates, inc. Is managed by pendergraph management, llc (pendergraph), a professional property management company. Cosmo & lewis estates recognizes its obligations and that it has ultimate responsbility for the project. Cosmo & lewis estates ensures that pendergraph performs the daily management of the project under the terms set forth in all agreements including but not limited to any hud and fha regulatory agreements, section 8 housing agreements and mortgage and loan agreements.

Form 990, Part VI, Section B, Line 11

The outside independent accountant fowards a draft of form 990 to the management company, which in turn disperses a complete copy of the 990 to the board of directors for thier review. Upon board approval, the board president notifies the management company to communicate approval to the outside accountant, which issues a final return for the board president to sign and file.

Form 990, Part VI, Section B, Line 15

The organization does not compensate officers or key employees (see page 7, part vii).

Form 990, Part VI, Section C, Line 19

Form 990 and all related financial and policy information are made available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Cosmo & Lewis Estates Inc
EIN
58-1743798
Phone
9197550558
Address
PO BOX 19691, RALEIGH, NC 27619

Signing Officer

Name
Wb Lewis
Title
President
Phone
9197550558
Signed
2016-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wb Lewis
Formed
1986
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
DAUBY O'CONNOR & ZALESKI LLC
Address
501 CONGRESSIONAL BLVD STE 300, CARMEL, IN 46032
Preparer
Mark Mcfarland
Phone
3178485700
Supplemental Narrative

Additional Explanations

FROM 990, PAGE 12, PART XII, QUESTIONS 2C:

The management company receives a copy of the audit. Prior to the finalization of the audit, a copy of the audit is given to all of the board members for their comments. When the audit is up for bid, the board discusses the relationship with the current auditors and makes a determination as to whether to maintain this relationship or change to a new auditing firm.

Financial Statement Notes

PART X, LINE 2:

The corporation is exempt from federal income tax under section 501(c)(3) of the internal revenue code and state income tax and has been classified as an other than private foundation. Accordingly, no provision for federal and state taxes on revenue and income has been recognized in the accompanying financial statements. Generally, the federal and state tax returns were subject to examinations from the three years after the later of the original or extended due date or the date filed by the applicable tax authority.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Book/tax depreciation expense difference 23.

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME CONSISTS OF TENANT CHARGES, LAUNDRY AND VENDING CHARGES AND OTHER INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt089946
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt087634
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt068509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt079287
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt080318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0405694
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027259
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026009
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029596
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029770
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0139271
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0121
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0635
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0462
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt020095
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt04081
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0523
IRS990ScheduleA/OtherIncome509Grp/TotalAmt025796
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95460
IRS990ScheduleA/PublicSupportPY509Pct00.95320
IRS990ScheduleA/PublicSupportTotal509Amt0544965
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0117205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0113643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0108883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110088
IRS990ScheduleA/Total509Grp/TotalAmt0544965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0117848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0114116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0115256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0113004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110658
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0570882
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0182066
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0323657
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0505723
IRS990ScheduleD/EquipmentGrp/BookValueAmt017
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024546
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024563
IRS990ScheduleD/ExpensesNotReportedAmt023
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0123941
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt052218
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt052218
IRS990ScheduleD/OtherExpensesIncludedAmt023
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02920
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12903
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0117848
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, THE FEDERAL AND STATE TAX RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED BY THE APPLICABLE TAX AUTHORITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK/TAX DEPRECIATION EXPENSE DIFFERENCE 23.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0234301
IRS990ScheduleD/TotalExpensesPerForm990Amt0123941
IRS990ScheduleD/TotalLiabilityAmt05823
IRS990ScheduleD/TotalRevenuePerForm990Amt0117848
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0117848
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0123964
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COSMO & LEWIS ESATES, INC. IS MANAGED BY PENDERGRAPH MANAGEMENT, LLC (PENDERGRAPH), A PROFESSIONAL PROPERTY MANAGEMENT COMPANY. COSMO & LEWIS ESTATES RECOGNIZES ITS OBLIGATIONS AND THAT IT HAS ULTIMATE RESPONSBILITY FOR THE PROJECT. COSMO & LEWIS ESTATES ENSURES THAT PENDERGRAPH PERFORMS THE DAILY MANAGEMENT OF THE PROJECT UNDER THE TERMS SET FORTH IN ALL AGREEMENTS INCLUDING BUT NOT LIMITED TO ANY HUD AND FHA REGULATORY AGREEMENTS, SECTION 8 HOUSING AGREEMENTS AND MORTGAGE AND LOAN AGREEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OUTSIDE INDEPENDENT ACCOUNTANT FOWARDS A DRAFT OF FORM 990 TO THE MANAGEMENT COMPANY, WHICH IN TURN DISPERSES A COMPLETE COPY OF THE 990 TO THE BOARD OF DIRECTORS FOR THIER REVIEW. UPON BOARD APPROVAL, THE BOARD PRESIDENT NOTIFIES THE MANAGEMENT COMPANY TO COMMUNICATE APPROVAL TO THE OUTSIDE ACCOUNTANT, WHICH ISSUES A FINAL RETURN FOR THE BOARD PRESIDENT TO SIGN AND FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT COMPENSATE OFFICERS OR KEY EMPLOYEES (SEE PAGE 7, PART VII).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 AND ALL RELATED FINANCIAL AND POLICY INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MANAGEMENT COMPANY RECEIVES A COPY OF THE AUDIT. PRIOR TO THE FINALIZATION OF THE AUDIT, A COPY OF THE AUDIT IS GIVEN TO ALL OF THE BOARD MEMBERS FOR THEIR COMMENTS. WHEN THE AUDIT IS UP FOR BID, THE BOARD DISCUSSES THE RELATIONSHIP WITH THE CURRENT AUDITORS AND MAKES A DETERMINATION AS TO WHETHER TO MAINTAIN THIS RELATIONSHIP OR CHANGE TO A NEW AUDITING FIRM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FROM 990, PAGE 12, PART XII, QUESTIONS 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0255040
IRS990/TotalAssetsEOYAmt0249329
IRS990/TotalAssetsGrp/BOYAmt0255040
IRS990/TotalAssetsGrp/EOYAmt0249329
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt089946
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022050
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0101891
IRS990/TotalFunctionalExpensesGrp/TotalAmt0123941
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0407251
IRS990/TotalLiabilitiesEOYAmt0407633
IRS990/TotalLiabilitiesGrp/BOYAmt0407251
IRS990/TotalLiabilitiesGrp/EOYAmt0407633
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-152211
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-158304
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0101891
IRS990/TotalProgramServiceRevenueAmt027259
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0643
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027259
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0117848
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0255040
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0249329
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-152211
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-158304
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 19691
IRS990/USAddress/CityNm0RALEIGH
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027619
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WB LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09197550558
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COSMO & LEWIS ESTATES INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PENDERGRAPH MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0COSM
ReturnHeader/Filer/EIN0581743798
ReturnHeader/Filer/PhoneNum09197550558
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 19691
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027619

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.72$2.66$0.95$1.17$1.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.84$2.80$0.96$1.15$1.46$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.99$2.64$0.65$1.27$1.11$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.87$2.67$0.80$1.30$0.94$0.36
2020Detailed filing. Detailed filing data is available for this year.$1.93$3.10$1.17$1.27$1.16$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.13$3.40$1.27$1.23$1.11$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.27$3.66$1.40$1.21$1.22$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.36$3.74$1.38$1.19$1.07$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.39$3.89$1.51$1.18$1.10$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.49$4.08$1.58$1.18$1.24$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.55$4.07$1.52$1.14$1.19$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.67$4.14$1.47$1.15$1.10$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$4.47$1.52$1.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.14$4.38$1.24$1.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$4.49$1.23$1.17