Civic Intelligence

Cumming Elementary School PTO

990EZ • Fiscal year 2023 • EIN 58-2552304

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 26, 2024

Organization ProfileN/A
540 Dahlonega StreetCumming, GA 30040

(770) 887-7749

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

25th percentile

-12%

Higher net margin than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-26%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

7.2%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$14,703

Down $5,076 (-26%) from 2022

Net Assets

Down

$14,703

Down $5,076 (-26%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin25th percentile

Revenue

Up

$42,454

Up $2,848 (+7.2%) from 2022

Expenses

Up

$47,531

Up $2,802 (+6.3%) from 2022

Net Income

Up

-$5,077

Up $46 (+0.9%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$30K$20K$10K$0Assets 2010: $7,441Liabilities 2010: $02010Assets 2012: $16,257Liabilities 2012: $02012Assets 2013: $0Net Assets 2013: $18,5072013Assets 2014: $15,631Liabilities 2014: $02014Assets 2019: $24,550Liabilities 2019: $02019Assets 2020: $21,475Liabilities 2020: $0Net Assets 2020: $21,4752020Assets 2021: $25,152Liabilities 2021: $0Net Assets 2021: $25,1522021Assets 2022: $19,779Liabilities 2022: $0Net Assets 2022: $19,7792022Assets 2023: $14,703Liabilities 2023: $0Net Assets 2023: $14,7032023Assets 2024: $15,071Liabilities 2024: $0Net Assets 2024: $15,0712024Assets 2025: $12,564Liabilities 2025: $0Net Assets 2025: $12,5642025

Highlighted filing

2023

Assets$14,703
Liabilities$0
Net Assets$14,703
Open 2023 Filing

Operations Trend

Revenue Growth53rd percentile

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

$60K$40K$20K$0-$20KRevenue 2010: -$4,405Expenses 2010: $0Net Income 2010: -$4,4052010Revenue 2012: $3,669Expenses 2012: $0Net Income 2012: $3,6692012Revenue 2013: $2,2502013Revenue 2014: $34,040Expenses 2014: $36,916Net Income 2014: -$2,8762014Revenue 2019: $40,704Expenses 2019: $41,197Net Income 2019: -$4932019Revenue 2020: $34,034Expenses 2020: $38,009Net Income 2020: -$3,9752020Revenue 2021: $31,557Expenses 2021: $27,880Net Income 2021: $3,6772021Revenue 2022: $39,606Expenses 2022: $44,729Net Income 2022: -$5,1232022Revenue 2023: $42,454Expenses 2023: $47,531Net Income 2023: -$5,0772023Revenue 2024: $36,142Expenses 2024: $35,774Net Income 2024: $3682024Revenue 2025: $43,537Expenses 2025: $46,044Net Income 2025: -$2,5072025

Highlighted filing

2023

Revenue$42,454
Expenses$47,531
Net Income-$5,077
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 26, 2024
Return Version
2022v5.0
Gross Receipts
$52,138
Mission and Program Overview

Mission

To provide support to cumming elementary and staff

Program Services

DescriptionGrantsExpenses
SCHOOL SUPPORT AND IMPROVEMENT$0$31,807
FAMILY ENGAGEMENT$0$6,763
STAFF APPRECIATION$0$5,169
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTANY AMOSPresidentPT$0--
BRIANNE DANIELSVice PresidentPT$0--
HOLLY AMBURGEYVice PresidentPT$0--
COURTNEY MOLLERETreasurerPT$0--
LAURYL JENSONSecretaryPT$0--
JORDAN LIVERMOREPrincipalPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Wide Fundraiser$21,691$21,691$1,300$20,391
Chickfila Fundraiser$8,704$8,704$6,227$2,477
Total Events$37,109$37,109$9,684$27,425
Filing and Contact Details

Filer

Filer Name
Cumming Elementary School Pto
EIN
58-2552304
Phone
7708877749
Address
540 DAHLONEGA STREET, CUMMING, GA 30040

Signing Officer

Name
Brittany Amos
Title
President
Phone
7708877749
Signed
2024-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Borland Benefield Pc
Address
800 SHADES CREEK PKWY STE 875, BIRMINGHAM, AL 35209
Preparer
John M Wilson CPA
Phone
2058027212
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: other revenue. Amount: 1,821.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office supplies. Amount: 973. Description: insurance. Amount: 455. Description: bank fees. Amount: 567. Description: membership. Amount: 162. Description: program expenses. Amount: 43,739. Total to form 990-ez, line 16: 45,896.”

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COURTNEY MOLLERE
IRS990EZ/BooksInCareOfDetail/PhoneNum07702417278
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01825 POPLAR RIDGE PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CUMMING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030040
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019780
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02653
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5077
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01045
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019780
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014703
IRS990EZ/FundraisingGrossIncomeAmt037109
IRS990EZ/GrossReceiptsAmt052138
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019780
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014703
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019780
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014703
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRITTANY AMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIANNE DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOLLY AMBURGEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COURTNEY MOLLERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURYL JENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JORDAN LIVERMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRINCIPAL
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt045896
IRS990EZ/OtherRevenueTotalAmt01821
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT TO CUMMING ELEMENTARY AND STAFF
IRS990EZ/PrintingPublicationsPostageAmt0590
IRS990EZ/ProgramServiceRevenueAmt010555
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL SUPPORT AND IMPROVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FAMILY ENGAGEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031807
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15169
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26763
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt09684
IRS990EZ/SpecialEventsNetIncomeLossAmt027425
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047531
IRS990EZ/TotalProgramServiceExpensesAmt043739
IRS990EZ/TotalRevenueAmt042454
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034003
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043324
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0211146
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0245149
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040795
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061647
IRS990ScheduleA/Total509Grp/TotalAmt0245149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061647
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245149
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09684
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL WIDE FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHICKFILA FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021691
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037109
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021691
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037109
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027425
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02157
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02157
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07527
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01300
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06227
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER REVENUE. AMOUNT: 1,821.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 973. DESCRIPTION: INSURANCE. AMOUNT: 455. DESCRIPTION: BANK FEES. AMOUNT: 567. DESCRIPTION: MEMBERSHIP. AMOUNT: 162. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 43,739. TOTAL TO FORM 990-EZ, LINE 16: 45,896.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRITTANY AMOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07708877749
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUMMING ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0CUMM
ReturnHeader/Filer/EIN0582552304
ReturnHeader/Filer/PhoneNum07708877749
ReturnHeader/Filer/USAddress/AddressLine1Txt0540 DAHLONEGA STREET
ReturnHeader/Filer/USAddress/CityNm0CUMMING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030040
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630721243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BORLAND BENEFIELD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 SHADES CREEK PKWY STE 875
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035209
ReturnHeader/PreparerPersonGrp/PhoneNum02058027212
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M WILSON CPA
ReturnHeader/ReturnTs02024-02-13T12:07:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRITTANY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AMOS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,703
Liabilities
$0
Net assets
$14,703
Revenue
$42,454
Expenses
$47,531
Net income
-$5,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$43.5$46.0$2.51
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$36.1$35.8$0.37
2023Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$42.5$47.5$5.08
2022Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$39.6$44.7$5.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$0.00$25.2$31.6$27.9$3.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.00$21.5$34.0$38.0$3.98
2019Summary only. Only limited summary data is available for this year.$24.6$0.00$40.7$41.2$0.49
2014Summary only. Only limited summary data is available for this year.$15.6$0.00$34.0$36.9$2.88
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$18.5$2.25
2012Summary only. Only limited summary data is available for this year.$16.3$0.00$3.67$0.00$3.67
2010Summary only. Only limited summary data is available for this year.$7.44$0.00$4.41$0.00$4.41