Civic Intelligence

D a Mcfarland Trust

990PF • Fiscal year 2020 • EIN 58-2003466

Oct 01, 2019 to Sep 30, 2020 • Filed on Jul 30, 2021

Organization Profile
400 Poydras Street No 2950New Orleans, LA 70130-3245

(504) 593-2323

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

10th percentile

-61%

Higher net margin than 10% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

48th percentile

4.5%

Faster asset growth than 48% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

8.8%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$17,947,931

Up $767,587 (+4.5%) from 2019

Net Assets

$17,945,296

No earlier filing loaded for comparison.

Liabilities

Up

$2,635

Up $300 (+13%) from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin10th percentile

Revenue

Up

$539,912

Up $43,739 (+8.8%) from 2019

Expenses

Down

$870,994

Down $15,539 (-1.8%) from 2019

Net Income

Up

-$331,082

Up $59,278 (+15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$30M$20M$10M$0Assets 2011: $13,432,421Liabilities 2011: $02011Assets 2012: $14,926,511Liabilities 2012: $6,8472012Assets 2013: $15,891,050Liabilities 2013: $6,0892013Assets 2014: $16,089,071Liabilities 2014: $4,5302014Assets 2015: $14,668,257Liabilities 2015: $2,7222015Assets 2019: $17,180,344Liabilities 2019: $2,3352019Assets 2020: $17,947,931Liabilities 2020: $2,635Net Assets 2020: $17,945,2962020Assets 2021: $20,928,008Liabilities 2021: $735Net Assets 2021: $20,927,2732021Assets 2022: $16,232,851Liabilities 2022: $6,465Net Assets 2022: $16,226,3862022Assets 2023: $17,517,665Liabilities 2023: $5,867Net Assets 2023: $17,511,7982023Assets 2024: $21,343,270Liabilities 2024: $1,800Net Assets 2024: $21,341,4702024

Highlighted filing

2020

Assets$17,947,931
Liabilities$2,635
Net Assets$17,945,296
Open 2020 Filing

Operations Trend

Revenue Growth65th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,846,956Expenses 2011: $728,403Net Income 2011: $1,118,5532011Revenue 2012: $1,044,316Expenses 2012: $844,681Net Income 2012: $199,6352012Revenue 2013: $1,119,866Expenses 2013: $808,609Net Income 2013: $311,2572013Revenue 2014: $1,083,197Expenses 2014: $839,630Net Income 2014: $243,5672014Revenue 2015: $1,672,414Expenses 2015: $893,895Net Income 2015: $778,5192015Revenue 2019: $496,173Expenses 2019: $886,533Net Income 2019: -$390,3602019Revenue 2020: $539,912Expenses 2020: $870,994Net Income 2020: -$331,0822020Revenue 2021: $625,548Expenses 2021: $903,250Net Income 2021: -$277,7022021Revenue 2022: $712,593Expenses 2022: $1,052,407Net Income 2022: -$339,8142022Revenue 2023: $678,627Expenses 2023: $1,015,420Net Income 2023: -$336,7932023Revenue 2024: $1,920,606Expenses 2024: $945,946Net Income 2024: $974,6602024

Highlighted filing

2020

Revenue$539,912
Expenses$870,994
Net Income-$331,082
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jul 30, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BAPTIST COMMUNITY MINISTRIESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Da Mcfarland Trust
EIN
58-2003466
Phone
5045932323
Address
400 POYDRAS STREET NO 2950, NEW ORLEANS, LA 70130-3245

Signing Officer

Name
Laurie Decuir
Title
Assistant Treasurer
Phone
5045932323
Signed
2021-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Laporte Apac
Address
111 VETERANS MEMORIAL BLVD 600, METAIRIE, LA 70005-4958
Preparer
John S Wiles CPA
Phone
5048355522
Raw XML Appendix357 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0LAPORTE CPAS AND BUSINESS ADVISORS
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0735
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO GRANT FUNDS WERE DIVERTED BY THE GRANTEE FROM THE PURPOSE OF THE GRANT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0BAPTIST COMMUNITY MINISTRIES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt003/15/20, 05/15/20, 08/15/20, 11/15/20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0840000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0840000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02019-10-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0BAPTIST COMMUNITY MINISTRIES USED THE FUNDS GRANTED BY D.A. MCFARLAND TO PLACE 13 CHAPLAINS IN HEALTHCARE, CRIMINAL JUSTICE, AND SENIOR CARE SETTINGS. THESE CHAPLAINS PROVIDED OVER 100,000 MINISTRY CONTACTS DURING THE YEAR. IN ADDITION, CONGREGATIONAL WELLNESS STAFF PARTICIPATED IN MANY COMMUNITY OUTREACH PROGRAMS, EDUCATIONAL CONFERENCES, WORKSHOPS, CONSORTIUMS AND HEALTH FAIRS, WORKING WITH OVER 130 ACTIVE CHURCHES IN ORLEANS, JEFFERSON, PLAQUEMINES, ST. BERNARD, AND ST. TAMMANY PARISHES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0QUARTERLY GRANT REPORTS ARE RECEIVED FROM GRANTEE. REPORTS WERE RECEIVED FOR THE FOLLOWING PERIODS DURING THE GRANT: 10/01/19-12/31/19 (REPORT RECEIVED 03/15/20), 01/01/20-03/31/20 (REPORT RECEIVED 05/15/20), 04/01/20-06/30/20 (REPORT RECEIVED 08/15/20), 07/01/20-09/30/20 (REPORT RECEIVED 11/15/20). D.A. MCFARLAND DID NOT CONDUCT A FINANCIAL REVIEW OF GRANTEE OR HIRE OTHERS TO CONDUCT A REVIEW OF GRANTEE. AN INDEPENDENT AUDIT WAS PERFORMED AND A COPY OF THE INDEPENDENT AUDITORS REPORT DATED JANUARY 18, 2021 WHICH STATED THAT THE FINANCIAL STATEMENTS WERE PRESENTED FAIRLY, IN ALL MATERIAL RESPECTS IS ON FILE.
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt017117687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt016537118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016826902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt015769436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt014971365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt015674090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0840000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251418
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0840000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0840000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0840000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LAURIE DECUIR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 POYDRAS STREET SUITE 2950
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW ORLEANS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0701303245
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0LA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05045932323
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0840000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHAPLAINCY SERVICES AND CONGREGATIONAL WELLNESS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BAPTIST COMMUNITY MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 POYDRAS ST SUITE 2950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd070130
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0840000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0840000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0845588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt050740
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03595
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05588
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt048747
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt048747
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0840000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt048747
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054335
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt13155
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13155
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01098369
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016874
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14329
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS (CONSULTING)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1HANCOCK WHITNEY (CUSTODIAN)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016874
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14329
TaxesSchedule/TaxesDetail/Amt09056
TaxesSchedule/TaxesDetail/CategoryTxt0SECTION 4940 EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE DECUIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05045932323
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DA MCFARLAND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAMC
ReturnHeader/Filer/EIN0582003466
ReturnHeader/Filer/PhoneNum05045932323
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 POYDRAS STREET NO 2950
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0701303245
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721088864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAPORTE APAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 VETERANS MEMORIAL BLVD 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0METAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0700054958
ReturnHeader/PreparerPersonGrp/PhoneNum05048355522
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S WILES CPA
ReturnHeader/ReturnTs02021-08-02T11:56:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,947,931
Liabilities
$2,635
Net assets
$17,945,296
Revenue
$539,912
Expenses
$870,994
Net income
-$331,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$1.92$0.95$0.97
2023Detailed filing. Detailed filing data is available for this year.$17.5$0.01$17.5$0.68$1.02$0.34
2022Detailed filing. Detailed filing data is available for this year.$16.2$0.01$16.2$0.71$1.05$0.34
2021Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$0.63$0.90$0.28
2020Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.54$0.87$0.33
2019Summary only. Only limited summary data is available for this year.$17.2$0.00$0.50$0.89$0.39
2015Summary only. Only limited summary data is available for this year.$14.7$0.00$1.67$0.89$0.78
2014Summary only. Only limited summary data is available for this year.$16.1$0.00$1.08$0.84$0.24
2013Summary only. Only limited summary data is available for this year.$15.9$0.01$1.12$0.81$0.31
2012Summary only. Only limited summary data is available for this year.$14.9$0.01$1.04$0.84$0.20
2011Summary only. Only limited summary data is available for this year.$13.4$0.00$1.85$0.73$1.12