Civic Intelligence

Walton Academy Inc.

990 • Fiscal year 2021 • EIN 59-3656137

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 06, 2022

Organization ProfileWWW.WALTONACADEMYCHARTERSCHOOL
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

91st percentile

0.81x

Higher debt load relative to assets than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.51x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

47th percentile

11%

Higher net margin than 47% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

56th percentile

12%

Faster asset growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

27%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$1,619,055

Up $176,371 (+12%) from 2020

Net Assets

Up

$299,977

Up $272,078 (+975%) from 2020

Liabilities

Down

$1,319,078

Down $95,707 (-6.8%) from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin47th percentile

Revenue

Up

$2,564,088

Up $542,799 (+27%) from 2020

Expenses

Up

$2,292,010

Up $121,419 (+5.6%) from 2020

Net Income

Up

$272,078

Up $421,380 (+282%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2021

Assets$1,619,055
Liabilities$1,319,078
Net Assets$299,977
Open 2021 Filing

Operations Trend

Revenue Growth64th 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

2021

Revenue$2,564,088
Expenses$2,292,010
Net Income$272,078
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 6, 2022
Return Version
2020v4.0
Gross Receipts
$2,564,088
Mission and Program Overview

Mission

To provide educational services

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$760,324$880,286▲ $119,962
Prepaid Expenses and Deferred Charges$433,312$433,072▼ $240
Land, Buildings, and Equipment, Net$242,852$220,941▼ $21,911
Other Notes and Loans Receivable, Net-$82,952-
Accounts Receivable$6,196$1,804▼ $4,392
Total Assets$1,442,684$1,619,055▲ $176,371
Liabilities
Other Liabilities$1,110,675$1,216,517▲ $105,842
Unsecured Notes Loans Payable$287,140$74,539▼ $212,601
Accounts Payable and Accrued Expenses$16,970$28,022▲ $11,052
Total Liabilities$1,414,785$1,319,078▼ $95,707
Net Assets / Fund Balance
Net Assets With Donor Restrictions$143,001$198,099▲ $55,098
Net Assets Without Donor Restrictions$-115,102$101,878▲ $216,980
Total Net Assets Fund Balance$27,899$299,977▲ $272,078
Total Liabilities and Net Assets / Fund Balance$1,442,684$1,619,055▲ $176,371

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$48,578$287,867$336,445
Buildings$46,451$193,143$239,594
Other Land Buildings$112,499$30,705$143,204
Equipment-$39,994$39,994
Land$13,413-$13,413
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jessica SwansonChairperson
Lisa JohnsonBoard Member
Wayne GrahamSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,563,438
Program Service Revenue
$0
Investment Income
$650
Other Revenue
$0
All Other Contributions
$256,461
Change in Net Assets
$272,078

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,069,556
Revenue Not Reported on Financial Statements
$494,532
Other Revenue Adjustments
$494,532
Total Revenue per Audited Statements
$2,069,556
Total Revenue per Form 990
$2,564,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,522,072
Other Expenses$769,938
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$788,079$151,437-$939,516
Fees for Services Management-$351,210-$351,210
Pension Plan Contributions$191,624$22,670-$214,294
Other Employee Benefits$136,041$34,924-$170,965
Current Officers, Directors, Trustees, and Key Employees-$116,495-$116,495
Occupancy-$97,427-$97,427
Information Technology$74,611$8,952-$83,563
Payroll Taxes$62,983$17,819-$80,802
Depreciation Depletion$1,322$34,089-$35,411
Fees for Services Other-$29,347-$29,347
Insurance$3,905$22,609-$26,514
Other Expenses$4,500$11,284-$15,784
Fees for Services Accounting$7,200$7,725-$14,925
All Other Expenses$11,747$2,422-$14,169
Office Expenses-$7,543-$7,543
Travel-$2,445-$2,445
Advertising$1--$1
Total Functional Expenses$1,310,389$981,621$0$2,292,010

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,292,010
Expenses per Audited Statements$1,720,159
Total Expenses per Audited Statements$1,720,159
Expenses Not Reported on Financial Statements$571,851
Other Expense Adjustments$571,851
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$1,126,100
St Pension Liability$90,417
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 35% controlled entity
No
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
Jessica Swanson
Title
Chairperson
Phone
8775850356
Signed
2022-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Swanson
Formed
2000
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
34

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 effect from a tax position only if it is 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 related to the potential sources of unrelated business taxable income. The assessent 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 38,707 contract services - dept of jj 455,825”

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

“Walton learning center expenses 571,851”

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IRS990ScheduleD/ExpensesSubtotalAmt01720159
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt013413
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt013413
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt048578
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0287867
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0336445
IRS990ScheduleD/OtherExpensesNotIncludedAmt0571851
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0112499
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030705
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0143204
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01126100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt190417
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ST PENSION LIABILITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0494532
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0494532
IRS990ScheduleD/RevenueSubtotalAmt02069556
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 EFFECT FROM A TAX POSITION ONLY IF IT IS 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 RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE ASSESSENT 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 38,707 CONTRACT SERVICES - DEPT OF JJ 455,825
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2WALTON LEARNING CENTER EXPENSES 571,851
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/TotalBookValueLandBuildingsAmt0220941
IRS990ScheduleD/TotalExpensesPerForm990Amt02292010
IRS990ScheduleD/TotalLiabilityAmt01216517
IRS990ScheduleD/TotalRevenuePerForm990Amt02564088
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02069556
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01720159
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/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01442684
IRS990/TotalAssetsEOYAmt01619055
IRS990/TotalAssetsGrp/BOYAmt01442684
IRS990/TotalAssetsGrp/EOYAmt01619055
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02563438
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0981621
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01310389
IRS990/TotalFunctionalExpensesGrp/TotalAmt02292010
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01414785
IRS990/TotalLiabilitiesEOYAmt01319078
IRS990/TotalLiabilitiesGrp/BOYAmt01414785
IRS990/TotalLiabilitiesGrp/EOYAmt01319078
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027899
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0299977
IRS990/TotalProgramServiceExpensesAmt01310389
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0650
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02564088
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01442684
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01619055
IRS990/TravelGrp/ManagementAndGeneralAmt02445
IRS990/TravelGrp/TotalAmt02445
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0287140
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt074539
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.WALTONACADEMYCHARTERSCHOOL
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA SWANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08775850356
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-06
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/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/PreparationDt02022-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER K MCDONOUGH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-11T15:51:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWANSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,619,055
Liabilities
$1,319,078
Net assets
$299,977
Revenue
$2,564,088
Expenses
$2,292,010
Net income
$272,078
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