Civic Intelligence

Martin Methodist Foundation

990 • Fiscal year 2022 • EIN 62-0483210

Jul 01, 2021 to Jun 30, 2022 • Filed on May 11, 2023

Organization ProfileN/A

View Organization Page

1600 Division Street Suite 700Nashville, TN 37203

(615) 969-5327

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

43rd percentile

0.17x

Higher debt load relative to revenue than 43% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

1st percentile

-65%

Faster asset growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$12,674,695

Down $23,776,809 (-65%) from 2021

Net Assets

Down

$12,404,238

Down $16,668,027 (-57%) from 2021

Liabilities

Down

$270,457

Down $7,108,782 (-96%) from 2021

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin97th percentile

Revenue

Down

$1,628,893

Down $25,054,774 (-94%) from 2021

Expenses

Down

$167,577

Down $25,980,786 (-99%) from 2021

Net Income

Up

$1,461,316

Up $926,012 (+173%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$40M$30M$20M$10M$0Assets 2011: $31,004,299Liabilities 2011: $9,630,042Net Assets 2011: $21,374,2572011Assets 2012: $32,542,519Liabilities 2012: $11,368,963Net Assets 2012: $21,173,5562012Assets 2013: $33,514,757Liabilities 2013: $11,825,417Net Assets 2013: $21,689,3402013Assets 2014: $35,592,528Liabilities 2014: $9,891,087Net Assets 2014: $25,701,4412014Assets 2015: $36,305,500Liabilities 2015: $10,163,375Net Assets 2015: $26,142,1252015Assets 2016: $36,193,072Liabilities 2016: $9,622,678Net Assets 2016: $26,570,3942016Assets 2017: $35,923,058Liabilities 2017: $9,442,836Net Assets 2017: $26,480,2222017Assets 2018: $37,597,759Liabilities 2018: $9,800,496Net Assets 2018: $27,797,2632018Assets 2019: $37,540,018Liabilities 2019: $9,919,959Net Assets 2019: $27,620,0592019Assets 2020: $35,472,816Liabilities 2020: $9,414,157Net Assets 2020: $26,058,6592020Assets 2021: $36,451,504Liabilities 2021: $7,379,239Net Assets 2021: $29,072,2652021Assets 2022: $12,674,695Liabilities 2022: $270,457Net Assets 2022: $12,404,2382022Assets 2023: $13,340,785Liabilities 2023: $270,457Net Assets 2023: $13,070,3282023Assets 2024: $13,155,322Liabilities 2024: $0Net Assets 2024: $13,155,3222024

Highlighted filing

2022

Assets$12,674,695
Liabilities$270,457
Net Assets$12,404,238
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $23,364,3452011Expenses 2012: $25,008,7352012Expenses 2013: $26,350,8652013Revenue 2014: $32,702,799Expenses 2014: $29,219,191Net Income 2014: $3,483,6082014Revenue 2015: $28,743,185Expenses 2015: $29,033,311Net Income 2015: -$290,1262015Revenue 2016: $31,267,175Expenses 2016: $29,856,732Net Income 2016: $1,410,4432016Revenue 2017: $27,245,955Expenses 2017: $28,661,836Net Income 2017: -$1,415,8812017Revenue 2018: $30,414,231Expenses 2018: $27,905,031Net Income 2018: $2,509,2002018Revenue 2019: $27,798,130Expenses 2019: $27,820,751Net Income 2019: -$22,6212019Revenue 2020: $25,177,781Expenses 2020: $26,943,662Net Income 2020: -$1,765,8812020Revenue 2021: $26,683,667Expenses 2021: $26,148,363Net Income 2021: $535,3042021Revenue 2022: $1,628,893Expenses 2022: $167,577Net Income 2022: $1,461,3162022Revenue 2023: $1,089,438Expenses 2023: $535,561Net Income 2023: $553,8772023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2022

Revenue$1,628,893
Expenses$167,577
Net Income$1,461,316
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.2
Gross Receipts
$5,569,037
Mission and Program Overview

Mission

On july 1, 2021, an asset transfer and transition agreement was made between the college and the university of tennessee. The agreement enabled the university of tennessee to absorb the college's institutional assets and operations for the purpose of establishing a new campus of the university of tennessee at the college's campus to be called the university of tennessee, southern. The general assembly of the state of tennessee approved the new campus and related transactions on april 29, 2021, effective july 1, 2021. The retention and management of the martin methodist college endowmwntby the existing martin methodist college (now martin methodist foundation) nonprofit corporation are to be used for charitable purposes acceptabe to the tennessee conference of the united methodist church.

To receive, invest and distribute amounts amounts to organizations to which contributions are deductible under section 170(c)(1), section 642(c), section 2055(a), and section 2533 of the internal revenue code, or any corresponding provisions of future tax laws.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$16,056,203--
Investments in Publicly Traded Securities$13,970,806$11,638,659▼ $2,332,147
Savings and Temporary Cash Investments$1,994,018--
Pledges and Grants Receivable$1,000,000--
Cash and Non-Interest-Bearing Accounts-$881,423-
Accounts Receivable$299,177--
Prepaid Expenses and Deferred Charges$89,644--
Inventories for Sale or Use$82,894--
Other Notes and Loans Receivable, Net-$75,431-
Investments Other Securities$44,054--
Total Assets$36,451,504$12,674,695▼ $23,776,809
Other Assets Total$2,914,708$79,182▼ $2,835,526
Liabilities
Other Liabilities$6,989,978$270,457▼ $6,719,521
Accounts Payable and Accrued Expenses$253,062--
Deferred Revenue$136,199--
Total Liabilities$7,379,239$270,457▼ $7,108,782
Net Assets / Fund Balance
Net Assets With Donor Restrictions$19,091,481$12,347,138▼ $6,744,343
Net Assets Without Donor Restrictions$9,980,784$57,100▼ $9,923,684
Total Net Assets Fund Balance$29,072,265$12,404,238▼ $16,668,027
Total Liabilities and Net Assets / Fund Balance$36,451,504$12,674,695▼ $23,776,809

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$16,985,337$109,544▲ $12,369-$12,347,138
2020$14,329,758$184,019▲ $1,886,849-$15,815,915
2019$14,661,597$140,075▼ $175,052-$14,405,281
2018$15,178,904$72,246▲ $84,449-$14,661,597
2017$14,508,291$243,454▲ $850,575-$15,178,904
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Richard F WarrenChairman
Byron R TraugerTrustee
Tim UnderwoodTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$109,544
Program Service Revenue
$575,385
Investment Income
$943,964
Other Revenue
$0
All Other Contributions
$109,544
Change in Net Assets
$1,461,316

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,628,893
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-193,407
Total Revenue per Audited Statements
$1,435,486
Total Revenue per Form 990
$1,628,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,577
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$24,764-$24,764
Interest-$10,242-$10,242
Insurance-$1,471-$1,471
Total Functional Expenses$0$167,577$0$167,577

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$167,577
Total Expenses per Audited Statements$167,577
Total Expenses per Form 990$167,577
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Annuities Payable$270,457
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Entity officials, in consultation with the paid preparer, will complete and review form 990. Upon review and determination it has been completed to the best of their ability, it will be presented to the board chair. The board chair will review and approve the final submission.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest certification is completed, reviewed, and approved by the board.”

Form 990, Part VI, Section B, Line 15

“Booard member receive no compensation. There are no employees.”

Form 990, Part VI, Section C, Line 19

“The organization makes copies of its governing documents, conflict of interest policy, and financial statements available upon request”

Filing and Contact Details

Filer

Filer Name
Martin Methodist Foundation
EIN
62-0483210
Phone
6159695327
Address
1600 DIVISION STREET SUITE 700, NASHVILLE, TN 37203

Signing Officer

Name
Richard Warren
Title
Chairman
Phone
6159695327
Signed
2023-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Warren
Formed
1909
Legal Domicile
Tn
Voting Board Members
26
Independent Board Members
26
Employees
0
Volunteers
0

Preparer

Firm
Crosslin Pllc
Address
3803 BEDFORD AVENUE SUITE 103, NASHVILLE, TN 37215
Preparer
Scott L Romans CPA
Phone
6153205500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfers to ut -13,297,737. Transfers to umhef -2,384,730. Transfers to other foundations -70,644.”

Financial Statement Notes

PART X, LINE 2:

“The college is exempt from federal income taxes under section 501(c)(3) of the internal revenude code; accordingly, no provision for income taxes is included in the financial statements. The college accounts for the effect of any uncertain tax posiitons based on a more likely than not threshold to the recognition of the tax positions being sustained based on the technical merits of the position under examination by the applicable taxing autority. If a tax position or positions are deemed to result in uncertainties of those posiitons, any unrecognized tax benefit is estimated on a cumulative probability assessment that aggregates the estimated tax liability for all uncertain tax positions. Tax positions for the college include, but are not limited to, the tax exempt status and determination of whether certain income is subject to unrelated business income tax; however, the college has determined that such tax do not result in an uncertainty requiring recognition.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“FUNDRAISING EXPENSES”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Student aid netted with revenue in the audited financial statements”

Raw XML Appendix383 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.

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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt012369
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0104494
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014329758
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0184019
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt015815915
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01886849
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt098278
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-175052
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt099275
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt015178904
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt072246
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt014661597
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt084449
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt094763
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt014508291
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0243454
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt015178904
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-193407
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0270457
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITIES PAYABLE
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IRS990ScheduleD/RevenueNotReportedAmt0-193407
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COLLEGE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUDE CODE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE COLLEGE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSIITONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSIITONS, ANY UNRECOGNIZED TAX BENEFIT IS ESTIMATED ON A CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR THE COLLEGE INCLUDE, BUT ARE NOT LIMITED TO, THE TAX EXEMPT STATUS AND DETERMINATION OF WHETHER CERTAIN INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, THE COLLEGE HAS DETERMINED THAT SUCH TAX DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2STUDENT AID NETTED WITH REVENUE IN THE AUDITED FINANCIAL STATEMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0167577
IRS990ScheduleD/TotalLiabilityAmt0270457
IRS990ScheduleD/TotalRevenuePerForm990Amt01628893
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01435486
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0167577
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/HousingAllowanceOrResidenceInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENTITY OFFICIALS, IN CONSULTATION WITH THE PAID PREPARER, WILL COMPLETE AND REVIEW FORM 990. UPON REVIEW AND DETERMINATION IT HAS BEEN COMPLETED TO THE BEST OF THEIR ABILITY, IT WILL BE PRESENTED TO THE BOARD CHAIR. THE BOARD CHAIR WILL REVIEW AND APPROVE THE FINAL SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST CERTIFICATION IS COMPLETED, REVIEWED, AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOARD MEMBER RECEIVE NO COMPENSATION. THERE ARE NO EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFERS TO UT -13,297,737. TRANSFERS TO UMHEF -2,384,730. TRANSFERS TO OTHER FOUNDATIONS -70,644.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt012674695
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0109544
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/USAddress/ZIPCd037203
IRS990/VotingMembersGoverningBodyCnt026
IRS990/VotingMembersIndependentCnt026
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD WARREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06159695327
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARTIN METHODIST FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0(FORMERLY MARTIN METHODIST COLLEGE)
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0620483210
ReturnHeader/Filer/PhoneNum06159695327
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0275360847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROSSLIN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03803 BEDFORD AVENUE SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037215
ReturnHeader/PreparerPersonGrp/PhoneNum06153205500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT L ROMANS CPA
ReturnHeader/ReturnTs02023-05-11T13:25:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARREN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,674,695
Liabilities
$270,457
Net assets
$12,404,238
Revenue
$1,628,893
Expenses
$167,577
Net income
$1,461,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.00$13.2$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.27$13.1$1.09$0.54$0.55
2022Detailed filing. Detailed filing data is available for this year.$12.7$0.27$12.4$1.63$0.17$1.46
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$7.38$29.1$26.7$26.1$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$9.41$26.1$25.2$26.9$1.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.5$9.92$27.6$27.8$27.8$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.6$9.80$27.8$30.4$27.9$2.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.9$9.44$26.5$27.2$28.7$1.42
2016Detailed filing. Detailed filing data is available for this year.$36.2$9.62$26.6$31.3$29.9$1.41
2015Detailed filing. Detailed filing data is available for this year.$36.3$10.2$26.1$28.7$29.0$0.29
2014Detailed filing. Detailed filing data is available for this year.$35.6$9.89$25.7$32.7$29.2$3.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.5$11.8$21.7$26.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$11.4$21.2$25.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.0$9.63$21.4$23.4