Civic Intelligence

Walton Academy Inc.

990 • Fiscal year 2019 • EIN 59-3656137

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 10, 2020

Organization ProfileN/A
101-a Business Centre DriveMiramar Beach, FL 32550

(877) 585-0356

Siviq Scores

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

Liabilities / Assets

90th percentile

0.86x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.48x

Higher debt load relative to revenue than 79% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

29th percentile

-3.7%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

22nd percentile

-4.0%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-4.7%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$1,235,363

Down $51,018 (-4.0%) from 2018

Net Assets

Down

$177,201

Down $81,609 (-32%) from 2018

Liabilities

Up

$1,058,162

Up $30,591 (+3.0%) from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin29th percentile

Revenue

Down

$2,188,844

Down $107,978 (-4.7%) from 2018

Expenses

Up

$2,270,453

Up $85,860 (+3.9%) from 2018

Net Income

Down

-$81,609

Down $193,838 (-173%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $456,067Liabilities 2010: $69,114Net Assets 2010: $386,9532010Assets 2011: $311,227Liabilities 2011: $33,858Net Assets 2011: $277,3692011Assets 2012: $412,987Liabilities 2012: $27,061Net Assets 2012: $385,9262012Assets 2013: $512,873Liabilities 2013: $37,644Net Assets 2013: $475,2292013Assets 2014: $532,626Liabilities 2014: $104,968Net Assets 2014: $427,6582014Assets 2015: $523,549Liabilities 2015: $460,020Net Assets 2015: $63,5292015Assets 2016: $526,085Liabilities 2016: $433,592Net Assets 2016: $92,4932016Assets 2017: $974,003Liabilities 2017: $827,422Net Assets 2017: $146,5812017Assets 2018: $1,286,381Liabilities 2018: $1,027,571Net Assets 2018: $258,8102018Assets 2019: $1,235,363Liabilities 2019: $1,058,162Net Assets 2019: $177,2012019Assets 2020: $1,442,684Liabilities 2020: $1,414,785Net Assets 2020: $27,8992020Assets 2021: $1,619,055Liabilities 2021: $1,319,078Net Assets 2021: $299,9772021Assets 2022: $1,667,354Liabilities 2022: $1,162,538Net Assets 2022: $504,8162022Assets 2023: $1,840,258Liabilities 2023: $1,176,807Net Assets 2023: $663,4512023Assets 2024: $1,981,993Liabilities 2024: $1,347,681Net Assets 2024: $634,3122024Assets 2025: $1,805,790Liabilities 2025: $1,277,628Net Assets 2025: $528,1622025

Highlighted filing

2019

Assets$1,235,363
Liabilities$1,058,162
Net Assets$177,201
Open 2019 Filing

Operations Trend

Revenue Growth29th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,355,9552010Expenses 2011: $1,467,7722011Expenses 2012: $1,300,0932012Revenue 2013: $1,626,427Expenses 2013: $1,537,124Net Income 2013: $89,3032013Revenue 2014: $1,327,067Expenses 2014: $1,347,225Net Income 2014: -$20,1582014Revenue 2015: $1,529,388Expenses 2015: $1,406,345Net Income 2015: $123,0432015Revenue 2016: $1,731,103Expenses 2016: $1,702,139Net Income 2016: $28,9642016Revenue 2017: $2,101,147Expenses 2017: $2,047,059Net Income 2017: $54,0882017Revenue 2018: $2,296,822Expenses 2018: $2,184,593Net Income 2018: $112,2292018Revenue 2019: $2,188,844Expenses 2019: $2,270,453Net Income 2019: -$81,6092019Revenue 2020: $2,021,289Expenses 2020: $2,170,591Net Income 2020: -$149,3022020Revenue 2021: $2,564,088Expenses 2021: $2,292,010Net Income 2021: $272,0782021Revenue 2022: $2,578,397Expenses 2022: $2,373,713Net Income 2022: $204,6842022Revenue 2023: $2,869,218Expenses 2023: $2,710,583Net Income 2023: $158,6352023Revenue 2024: $3,076,075Expenses 2024: $3,105,214Net Income 2024: -$29,1392024Revenue 2025: $2,020,990Expenses 2025: $2,127,140Net Income 2025: -$106,1502025

Highlighted filing

2019

Revenue$2,188,844
Expenses$2,270,453
Net Income-$81,609
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 10, 2020
Return Version
2018v3.2
Gross Receipts
$2,188,844
Mission and Program Overview

Mission

To provide educational services

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$521,278$483,796▼ $37,482
Prepaid Expenses and Deferred Charges$521,889$482,497▼ $39,392
Land, Buildings, and Equipment, Net$231,633$253,122▲ $21,489
Accounts Receivable$157$175▲ $18
Total Assets$1,286,381$1,235,363▼ $51,018
Other Assets Total$11,424$15,773▲ $4,349
Liabilities
Other Liabilities$1,004,493$1,035,161▲ $30,668
Accounts Payable and Accrued Expenses$23,078$23,001▼ $77
Total Liabilities$1,027,571$1,058,162▲ $30,591
Net Assets / Fund Balance
Unrestricted Net Assets$255,075$177,201▼ $77,874
Temporarily Rstr Net Assets$3,735--
Total Net Assets Fund Balance$258,810$177,201▼ $81,609
Total Liabilities and Net Assets / Fund Balance$1,286,381$1,235,363▼ $51,018

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$152,802$191,955$344,757
Land$13,413-$13,413
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Carlene AndersonBoard Chairp
Wayne GrahamBoard Member
Joan HendersonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,188,792
Program Service Revenue
$0
Investment Income
$52
Other Revenue
$0
All Other Contributions
$38,306
Change in Net Assets
$-81,609

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,705,627
Revenue Not Reported on Financial Statements
$483,217
Other Revenue Adjustments
$483,217
Total Revenue per Audited Statements
$1,705,627
Total Revenue per Form 990
$2,188,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,419,133
Other Expenses$851,320
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$792,683$258,718-$1,051,401
Fees for Services Management-$327,449-$327,449
Other Employee Benefits$102,133$42,105-$144,238
Pension Plan Contributions$144,855$-3,434-$141,421
Information Technology$20,004$73,110-$93,114
Payroll Taxes$62,841$19,232-$82,073
Occupancy-$78,407-$78,407
Fees for Services Other$4,875$56,708-$61,583
Fees for Services Accounting$37,030$8,000-$45,030
Depreciation Depletion$1,107$29,700-$30,807
All Other Expenses$17,101$7,501-$24,602
Insurance-$22,744-$22,744
Other Expenses$15,334$22,363-$15,334
Office Expenses-$13,605-$13,605
Travel$3,088$4,572-$7,660
Advertising$670$734-$1,404
Total Functional Expenses$1,262,759$1,007,694$0$2,270,453

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,270,453
Expenses per Audited Statements$1,807,508
Total Expenses per Audited Statements$1,807,508
Expenses Not Reported on Financial Statements$462,945
Other Expense Adjustments$462,945
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
Pension Liability$903,612
Deferred Inflows St Pension$131,549
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The management of school operations is delegated to the rader group, inc. The board continues to be vested with ultimate managerial control on all matters involving the school.”

Form 990, Page 6, Part VI, Line 11B

“A draft of the form 990 is reviewed by the board of directors prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“All purchases require authorization from both the director and the cfo, which includes a review of any potential conflicts of interest.”

Form 990, Page 6, Part VI, Line 15A

“Compensation is subject to board approval.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Walton Academy Inc
EIN
59-3656137
Phone
8775850356
Address
101-A BUSINESS CENTRE DRIVE, MIRAMAR BEACH, FL 32550

Signing Officer

Name
Carlene Anderson
Title
Board Chairperson
Phone
8775850356
Signed
2020-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carlene Anderson
Formed
2000
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
48
Volunteers
5

Preparer

Firm
Mcdonough CPA Solutions Pa
Address
445 W MERRITT AVE, MERRITT ISLAND, FL 32953-4760
Preparer
Heather K Mcdonough CPA
Phone
3214536256
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The school is exempt from income taxes under section 501(c)(3)of the internal revenue code and applicable state law. The school recognizes the financial statement effects from a tax position only if it more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the school and various positions related to the potential sources of unrelated business taxable income. The assessment of the technical merits of a tax position is a matter of judgement. The school believes that all of its tax positions are more likely than not to be sustained upon examination. The school files form 990 in the us federal jurisdiction. The school generally is no longer subject to examination by the internal revenue service three years after a return was due or filed.”

Schedule D, Page 4, Part XI, Line 4B

“Walton learning center - title i 39,939 contract services - dept of jj 443,278”

Schedule D, Page 4, Part XII, Line 4B

“Walton learning center expenses 462,945”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE SCHOOL RECOGNIZES THE FINANCIAL STATEMENT EFFECTS FROM A TAX POSITION ONLY IF IT MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE SCHOOL AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE ASSESSMENT OF THE TECHNICAL MERITS OF A TAX POSITION IS A MATTER OF JUDGEMENT. THE SCHOOL BELIEVES THAT ALL OF ITS TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE SCHOOL FILES FORM 990 IN THE US FEDERAL JURISDICTION. THE SCHOOL GENERALLY IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE THREE YEARS AFTER A RETURN WAS DUE OR FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1WALTON LEARNING CENTER - TITLE I 39,939 CONTRACT SERVICES - DEPT OF JJ 443,278
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2WALTON LEARNING CENTER EXPENSES 462,945
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0166215
IRS990ScheduleD/TotalExpensesPerForm990Amt02270453
IRS990ScheduleD/TotalLiabilityAmt01035161
IRS990ScheduleD/TotalRevenuePerForm990Amt02188844
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01705627
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01807508
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POLICIES ARE PUBLISHED IN SCHOOL HANDBOOKS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1FUNDING IS PROVIDED BY THE FLORIDA DEPARTMENT OF EDUCATION AND THE US DEPARTMENT OF EDUCATION THROUGH THE SCHOOL BOARD OF WALTON COUNTY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MANAGEMENT OF SCHOOL OPERATIONS IS DELEGATED TO THE RADER GROUP, INC. THE BOARD CONTINUES TO BE VESTED WITH ULTIMATE MANAGERIAL CONTROL ON ALL MATTERS INVOLVING THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL PURCHASES REQUIRE AUTHORIZATION FROM BOTH THE DIRECTOR AND THE CFO, WHICH INCLUDES A REVIEW OF ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS SUBJECT TO BOARD APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt03735
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01286381
IRS990/TotalAssetsEOYAmt01235363
IRS990/TotalAssetsGrp/BOYAmt01286381
IRS990/TotalAssetsGrp/EOYAmt01235363
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02188792
IRS990/TotalEmployeeCnt048
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01007694
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01262759
IRS990/TotalFunctionalExpensesGrp/TotalAmt02270453
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01027571
IRS990/TotalLiabilitiesEOYAmt01058162
IRS990/TotalLiabilitiesGrp/BOYAmt01027571
IRS990/TotalLiabilitiesGrp/EOYAmt01058162
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0258810
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0177201
IRS990/TotalProgramServiceExpensesAmt01262759
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt052
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02188844
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01286381
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01235363
IRS990/TravelGrp/ManagementAndGeneralAmt04572
IRS990/TravelGrp/ProgramServicesAmt03088
IRS990/TravelGrp/TotalAmt07660
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0255075
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0177201
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLENE ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08775850356
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTON ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0593656137
ReturnHeader/Filer/PhoneNum08775850356
ReturnHeader/Filer/USAddress/AddressLine1Txt0101-A BUSINESS CENTRE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MIRAMAR BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032550
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId025B693A878EA450C1F311616A82E4637ACC61B31
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId011D08EB2F5BE2EC3AE7D51D9233745753A7734C1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02020-03-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:47:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471601171
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCDONOUGH CPA SOLUTIONS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0445 W MERRITT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERRITT ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329534760
ReturnHeader/PreparerPersonGrp/PhoneNum03214536256
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER K MCDONOUGH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-03-11T08:47:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,235,363
Liabilities
$1,058,162
Net assets
$177,201
Revenue
$2,188,844
Expenses
$2,270,453
Net income
-$81,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.81$1.28$0.53$2.02$2.13$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$1.35$0.63$3.08$3.11$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$1.18$0.66$2.87$2.71$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.67$1.16$0.50$2.58$2.37$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.62$1.32$0.30$2.56$2.29$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.44$1.41$0.03$2.02$2.17$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.24$1.06$0.18$2.19$2.27$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.29$1.03$0.26$2.30$2.18$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.83$0.15$2.10$2.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.43$0.09$1.73$1.70$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.46$0.06$1.53$1.41$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.10$0.43$1.33$1.35$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.04$0.48$1.63$1.54$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.03$0.39$1.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.03$0.28$1.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.07$0.39$1.36