Civic Intelligence

Newman Foundation Inc.

990EZ • Fiscal year 2017 • EIN 61-0857703

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization ProfileWWW.NEWMANFND.ORG
628 N BroadwayLexington, KY 40508

(859) 255-0880

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$20,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

91st percentile

98%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

637%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$303,316

Up $149,775 (+98%) from 2016

Net Assets

$301,938

No earlier filing loaded for comparison.

Liabilities

Up

$1,378

Up $1,378 from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin97th percentile

Revenue

Up

$177,457

Up $153,367 (+637%) from 2016

Expenses

Down

$29,060

Down $12,812 (-31%) from 2016

Net Income

Up

$148,397

Up $166,179 (+935%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$400K$300K$200K$100K$0Assets 2011: $233,665Liabilities 2011: $02011Assets 2012: $202,800Liabilities 2012: $1,4492012Assets 2013: $191,874Liabilities 2013: $02013Assets 2014: $179,087Liabilities 2014: $02014Assets 2015: $171,323Liabilities 2015: $02015Assets 2016: $153,541Liabilities 2016: $02016Assets 2017: $303,316Liabilities 2017: $1,378Net Assets 2017: $301,9382017Assets 2018: $273,282Liabilities 2018: $1,696Net Assets 2018: $271,5862018Assets 2019: $232,384Liabilities 2019: $2,079Net Assets 2019: $230,3052019

Highlighted filing

2017

Assets$303,316
Liabilities$1,378
Net Assets$301,938
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $153,534Expenses 2011: $276,308Net Income 2011: -$122,7742011Revenue 2012: $23,722Expenses 2012: $56,036Net Income 2012: -$32,3142012Revenue 2013: $30,575Expenses 2013: $40,052Net Income 2013: -$9,4772013Revenue 2014: $23,447Expenses 2014: $36,234Net Income 2014: -$12,7872014Revenue 2015: $26,816Expenses 2015: $34,580Net Income 2015: -$7,7642015Revenue 2016: $24,090Expenses 2016: $41,872Net Income 2016: -$17,7822016Revenue 2017: $177,457Expenses 2017: $29,060Net Income 2017: $148,3972017Revenue 2018: $4,985Expenses 2018: $35,337Net Income 2018: -$30,3522018Revenue 2019: $9,183Expenses 2019: $50,464Net Income 2019: -$41,2812019

Highlighted filing

2017

Revenue$177,457
Expenses$29,060
Net Income$148,397
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$177,457
Mission and Program Overview

Mission

Newman foundation, inc, is an independent nonprofit corporation that seeks to deepen and integrate personal, spiritual, and intellectual development through the newman apostolate in the diocese of lexington, kentucky, by providing financial resources, physical facilities and initiated programs.

Program Services

DescriptionGrantsExpenses
PURCHASED BOOKS TO PROVIDE FOR SALE AT DISTINGUISHED SPEAKERS PROGRAM. SPEAKER: PROFESSOR GARY AGEE, "RAISING A CRY FOR JUSTICE" DANIEL A RUDD AND THE CATHOLIC CHURCH IN THE AGE OF JIM CROW.$0$591
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA BANEExecutive DirectorPT$20,000-$20,000
JAN SWAUGERPresident-$0--
KATIE YUNKERVice President-$0--
KATIE BILKHASecretary-$0--
RAHUL KARANTHTreasurer-$0--
DANNY KELLYPast President-$0--
Filing and Contact Details

Filer

Filer Name
Newman Foundation Inc
EIN
61-0857703
Phone
8592550880
Address
628 N BROADWAY, LEXINGTON, KY 40508

Signing Officer

Name
Rahul Karanth
Title
Treasurer
Phone
8592550880
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Rfh Pllc
Address
300 WEST VINE STREET STE 800, LEXINGTON, KY 40507-1812
Preparer
Susan K Bowie CPA
Phone
8592311800
Supplemental Narrative

Additional Explanations

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

“Description: admin expense. Amount: 44. Description: payroll taxes. Amount: 1,599. Description: insurance. Amount: 961. Description: office expenses. Amount: 1,331. Description: computer expenses. Amount: 672. Description: distinguished speaker series. Amount: 591. Total to form 990-ez, line 16: 5,198.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: payroll liabilities. Beg. Of year amount: 0. End of year amount: 1,378.”

Raw XML Appendix187 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/BusinessNameLine1Txt0R KARANTH TREAS NEWMAN FND INC
IRS990EZ/BooksInCareOfDetail/PhoneNum08592550880
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0628 N BROADWAY STE 303
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0153541
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0303316
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0177457
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0148397
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0153541
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0303316
IRS990EZ/GrossReceiptsAmt0177457
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0153541
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0301938
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0153541
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0301938
IRS990EZ/OccupancyRentUtltsAndMaintAmt03852
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt520000
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/PersonNm0JAN SWAUGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE YUNKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE BILKHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RAHUL KARANTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANNY KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIA BANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05198
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0NEWMAN FOUNDATION, INC, IS AN INDEPENDENT NONPROFIT CORPORATION THAT SEEKS TO DEEPEN AND INTEGRATE PERSONAL, SPIRITUAL, AND INTELLECTUAL DEVELOPMENT THROUGH THE NEWMAN APOSTOLATE IN THE DIOCESE OF LEXINGTON, KENTUCKY, BY PROVIDING FINANCIAL RESOURCES, PHYSICAL FACILITIES AND INITIATED PROGRAMS.
IRS990EZ/PrintingPublicationsPostageAmt010
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURCHASED BOOKS TO PROVIDE FOR SALE AT DISTINGUISHED SPEAKERS PROGRAM. SPEAKER: PROFESSOR GARY AGEE, "RAISING A CRY FOR JUSTICE" DANIEL A RUDD AND THE CATHOLIC CHURCH IN THE AGE OF JIM CROW.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0591
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt020000
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01378
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029060
IRS990EZ/TotalProgramServiceExpensesAmt0591
IRS990EZ/TotalRevenueAmt0177457
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.NEWMANFND.ORG/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt09000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt09500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt011600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt022882
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt052982
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: CASH DATE: 09/30/16 AMOUNT: 174597.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0177457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026816
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023447
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0282385
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81240
IRS990ScheduleA/PublicSupportPY509Pct00.53790
IRS990ScheduleA/PublicSupportTotal509Amt0229403
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt09000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt09500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt011600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt022882
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt052982
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0177457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024090
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023447
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030575
IRS990ScheduleA/Total509Grp/TotalAmt0282385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0177457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023447
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030575
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0282385
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMIN EXPENSE. AMOUNT: 44. DESCRIPTION: PAYROLL TAXES. AMOUNT: 1,599. DESCRIPTION: INSURANCE. AMOUNT: 961. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,331. DESCRIPTION: COMPUTER EXPENSES. AMOUNT: 672. DESCRIPTION: DISTINGUISHED SPEAKER SERIES. AMOUNT: 591. TOTAL TO FORM 990-EZ, LINE 16: 5,198.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,378.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAHUL KARANTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08592550880
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWMAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWM
ReturnHeader/Filer/EIN0610857703
ReturnHeader/Filer/PhoneNum08592550880
ReturnHeader/Filer/USAddress/AddressLine1Txt0628 N BROADWAY
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040508
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B6C2165F1EFD495535B3D129489B261AEE9F3658
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId086F4091120728036D14EED79D1D1CBA93796AA4E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.166.169.250
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:43:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201518594
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RFH PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 WEST VINE STREET STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0405071812
ReturnHeader/PreparerPersonGrp/PhoneNum08592311800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN K BOWIE CPA
ReturnHeader/ReturnTs02018-05-15T07:48:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$303,316
Liabilities
$1,378
Net assets
$301,938
Revenue
$177,457
Expenses
$29,060
Net income
$148,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.02$2.30$0.09$0.50$0.41
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.02$2.72$0.05$0.35$0.30
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.01$3.02$1.77$0.29$1.48
2016Summary only. Only limited summary data is available for this year.$1.54$0.00$0.24$0.42$0.18
2015Summary only. Only limited summary data is available for this year.$1.71$0.00$0.27$0.35$0.08
2014Summary only. Only limited summary data is available for this year.$1.79$0.00$0.23$0.36$0.13
2013Summary only. Only limited summary data is available for this year.$1.92$0.00$0.31$0.40$0.09
2012Summary only. Only limited summary data is available for this year.$2.03$0.01$0.24$0.56$0.32
2011Summary only. Only limited summary data is available for this year.$2.34$0.00$1.54$2.76$1.23