The Spring Valley School Inc

990EZ • Fiscal year 2014 • EIN 59-3458302

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization Profile SPRINGVALLEYSCHOOL.COM

2109 Nebraska AvenuePalm Harbor, FL 34683

(727) 781-1234

Siviq Scores

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

1.97x

Higher debt load relative to assets than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

3.63x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

28%

Higher net margin than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

$19,968

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

12%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

40%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets97th percentile

Assets

$184,071

Up $20,385 (+12%) from 2013

Net Assets

-$179,136

Up $28,143 (+14%) from 2013

Liabilities

Down

$363,207

Down $7,758 (-2.1%) from 2013

Revenue And Expenses

Liabilities / Revenue98th percentile Net Margin83rd percentile

Revenue

$100,194

Up $28,673 (+40%) from 2013

Expenses

Down

$72,051

Down $10,239 (-12%) from 2013

Net Income

$28,143

Up $38,912 (+361%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2014

Assets$184,071

Liabilities$363,207

Net Assets-$179,136

Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

Highlighted filing

2014

Revenue$100,194

Expenses$72,051

Net Income$28,143

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Nov 14, 2014
Return Version: 2013v3.1
Gross Receipts: $100,194

Mission and Program Overview

Mission

NON-PROFIT SCHOOL

Program Services

Description	Grants	Expenses
OPERATED AS A NON-PROFIT SCHOOL FOR AGES 4 THRU 19	-	$61,588

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KELLY BOCCHINI	Director	PT	$19,968	-	$19,968
STEVE BALLOU	Dir/Treas	PT	$2,200	-	$2,200
RACHEL BRZEZINSKI	Dir/VP	PT	$0	-	-
TANYA SANDOVAL	Director	PT	$0	-	-
LAEL GIEBEL	Dir/Pres	PT	$0	-	-
JULIE WILKINSON	Dir/Sec	PT	$0	-	-

Filing and Contact Details

Filer

EIN: 59-3458302
Phone: 7277811234

Signing Officer

Name: Steven Ballou
Title: Treasurer
Phone: 7277811234
Signed: 2014-11-14
Discuss with paid preparer: Yes

Preparer

Preparer: Kevin a Cameron
Phone: 8132867373

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses interest expense 18,149 telephone 1,903 advertising -1,398 building maintenance 3,669 contract labor 2,656 office expenses 1,641 liability insurance 2,176 licenses and permits 61 school expenses 4,488 utilities 2,521 rent 1,750 travel expenses 260 total 37,876”

Form 990-ez, Part II, Line 24

“Depreciable assets 2,953 2,953 donated assets 13,600 13,600 accumulated depreciation 0 0 less accumulated depreciation 2,953 2,953 intangible assets 5,181 0 less accumulated amortization 5,181 0 deposits 710 710 total 14,310 14,310”

Form 990-ez, Part II, Line 26

“Credit card payable 0 1,331 payroll tax payable 976 1,127 deposits on student accounts 1,500 1,500 loans from officers 65,000 66,750 mortgage and other notes payable 303,489 292,499”

Raw XML Appendix209 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
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	RACHEL BRZEZINSKI
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	TANYA SANDOVAL
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	STEVE BALLOU
CompensationExplanation/CompensationExplanationGrp/PersonNm	3	LAEL GIEBEL
CompensationExplanation/CompensationExplanationGrp/PersonNm	4	JULIE WILKINSON
CompensationExplanation/CompensationExplanationGrp/PersonNm	5	KELLY BOCCHINI
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	DIANE BALLOU
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7277871234
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	2109 NEBRASKA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	PALM HARBOR
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	34683
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	15027
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	35971
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	4792
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	28143
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	8562
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	163686
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	184071
IRS990EZ/FundraisingGrossIncomeAmt	0	11504
IRS990EZ/GrossReceiptsAmt	0	100194
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	134349
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	133790
IRS990EZ/LoansToFromOfficersAmt	0	66750
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	true
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	-207279
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	-179136
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	-207279
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	-179136
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	4117
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	2200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	19968
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	RACHEL BRZEZINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	TANYA SANDOVAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	STEVE BALLOU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	LAEL GIEBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	JULIE WILKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	KELLY BOCCHINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	DIR/VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	DIR/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	DIR/PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	DIR/SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	DIRECTOR
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	14310
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	14310
IRS990EZ/OtherExpensesTotalAmt	0	37876
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	NON-PROFIT SCHOOL
IRS990EZ/ProgramServiceRevenueAmt	0	83898
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	OPERATED AS A NON-PROFIT SCHOOL FOR AGES 4 THRU 19
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	61588
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	21496
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	true
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	11504
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	370965
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	363207
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	72051
IRS990EZ/TotalProgramServiceExpensesAmt	0	61588
IRS990EZ/TotalRevenueAmt	0	100194
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	SPRINGVALLEYSCHOOL.COM
IRS990ScheduleA/SchoolInd	0	X
IRS990ScheduleE/ComplianceWithRevProc7550Ind	0	true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd	0	false
IRS990ScheduleE/DiscriminateRaceAthltProgInd	0	false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd	0	false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd	0	false
IRS990ScheduleE/DiscriminateRaceOtherActyInd	0	false
IRS990ScheduleE/DiscriminateRaceSchsInd	0	false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd	0	false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd	0	false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd	0	false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd	0	false
IRS990ScheduleE/MaintainCpyOfAllSolInd	0	true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd	0	true
IRS990ScheduleE/MaintainRacialCompRecsInd	0	true
IRS990ScheduleE/MaintainScholarshipsRecsInd	0	true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd	0	true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd	0	true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd	0	true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt	0	ALL BROCHURES & MARKETING MATERIALS INCLUDE A NON- DISCRIMINATORY STATEMENT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc	0	SCHEDULE E, LINE 3
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt	0	15000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt	1	10000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt	2	10000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt	3	10000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt	4	10000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt	5	10000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt	6	1750
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd	0	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd	1	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd	2	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd	3	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd	4	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd	5	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd	6	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1	0	SEACOAST INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1	1	SEACOAST INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1	2	SEACOAST INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1	3	SEACOAST INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1	4	SEACOAST INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1	5	SEACOAST INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1	6	SEACOAST INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd	0	false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd	1	false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd	2	false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd	3	false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd	4	false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd	5	false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd	6	false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt	0	WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt	1	WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt	2	WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt	3	WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt	4	WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt	5	WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt	6	EQUIPMENT PURCHASE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd	0	X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd	1	X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd	2	X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd	3	X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd	4	X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd	5	X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd	6	X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt	0	15000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt	1	10000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt	2	10000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt	3	10000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt	4	10000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt	5	10000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt	6	1750
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd	0	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd	1	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd	2	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd	3	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd	4	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd	5	true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd	6	false
IRS990ScheduleL/TotalBalanceDueAmt	0	66750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES INTEREST EXPENSE 18,149 TELEPHONE 1,903 ADVERTISING -1,398 BUILDING MAINTENANCE 3,669 CONTRACT LABOR 2,656 OFFICE EXPENSES 1,641 LIABILITY INSURANCE 2,176 LICENSES AND PERMITS 61 SCHOOL EXPENSES 4,488 UTILITIES 2,521 RENT 1,750 TRAVEL EXPENSES 260 TOTAL 37,876
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DEPRECIABLE ASSETS 2,953 2,953 DONATED ASSETS 13,600 13,600 ACCUMULATED DEPRECIATION 0 0 LESS ACCUMULATED DEPRECIATION 2,953 2,953 INTANGIBLE ASSETS 5,181 0 LESS ACCUMULATED AMORTIZATION 5,181 0 DEPOSITS 710 710 TOTAL 14,310 14,310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	CREDIT CARD PAYABLE 0 1,331 PAYROLL TAX PAYABLE 976 1,127 DEPOSITS ON STUDENT ACCOUNTS 1,500 1,500 LOANS FROM OFFICERS 65,000 66,750 MORTGAGE AND OTHER NOTES PAYABLE 303,489 292,499
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEVEN BALLOU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7277811234
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	THE SPRING VALLEY SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt	0	SPRI
ReturnHeader/Filer/EIN	0	593458302
ReturnHeader/Filer/PhoneNum	0	7277811234
ReturnHeader/Filer/USAddress/AddressLine1	0	2109 NEBRASKA AVENUE
ReturnHeader/Filer/USAddress/City	0	PALM HARBOR
ReturnHeader/Filer/USAddress/State	0	FL
ReturnHeader/Filer/USAddress/ZIPCode	0	34683
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	593621814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	C&L VALUE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	4805 WEST LAUREL ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	33607
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8132867373
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KEVIN A CAMERON
ReturnHeader/ReturnTs	0	2014-11-20T15:25:54-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $184,071
Liabilities: $363,207
Net assets: -$179,136
Revenue: $100,194
Expenses: $72,051
Net income: $28,143

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.	$5.04	$2.33	$2.71	$3.58	$2.07	$1.51
2024Detailed filing. Detailed filing data is available for this year.	$3.65	$2.45	$1.20	$3.40	$1.95	$1.44
2023Detailed filing. Detailed filing data is available for this year.	$2.26	$2.51	$0.24	$2.04	$1.75	$0.29
2022Detailed filing. Detailed filing data is available for this year.	$2.07	$2.57	$0.51	$1.72	$1.29	$0.42
2021Detailed filing. Detailed filing data is available for this year.	$1.73	$2.66	$0.93	$1.41	$1.24	$0.17
2020Detailed filing. Detailed filing data is available for this year.	$1.80	$2.90	$1.10	$1.12	$1.28	$0.16
2019Detailed filing. Detailed filing data is available for this year.	$1.86	$2.80	$0.94	$1.37	$1.23	$0.13
2018Detailed filing. Detailed filing data is available for this year.	$1.79	$2.87	$1.07	$1.41	$1.17	$0.24
2017Detailed filing. Detailed filing data is available for this year.	$1.70	$3.02	$1.32	$1.13	$1.23	$0.10
2016Detailed filing. Detailed filing data is available for this year.	$2.04	$3.25	$1.22	$1.46	$1.14	$0.32
2015Detailed filing. Detailed filing data is available for this year.	$1.92	$3.46	$1.54	$1.32	$1.06	$0.25
2014Detailed filing. Detailed filing data is available for this year.	$1.84	$3.63	$1.79	$1.00	$0.72	$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.64	$3.71	$2.07	$0.72	$0.82	$0.11
2012Summary only. Only limited summary data is available for this year.	$1.78	$3.75		$0.86	$0.74	$0.11
2011Summary only. Only limited summary data is available for this year.	$1.74	$3.81		$0.69	$0.83	$0.14