Civic Intelligence

Lakeshore Foundation Inc

EIN 62-1762831 • 501(c)3 • Nashville, TN

Profile

To provide funds for indigent care and renovation needs at the facilities of lakeshore estates, inc.

8044 Coley Davis RdNashville, TN 37221

www.lakeshoreseniorliving.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

52nd percentile

5.5%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-6.7%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,995,381

Up $573,466 (+5.5%) from 2023

Liabilities

Down

$0

Down $85,944 (-100%) from 2023

Net Assets

Up

$10,995,381

Up $659,410 (+6.4%) from 2023

Operations
Liabilities / Revenue6th percentileNet Margin95th percentile

Revenue

Down

$451,994

Down $32,506 (-6.7%) from 2023

Expenses

Down

$126,649

Down $22,132 (-15%) from 2023

Net Income

Down

$325,345

Down $10,374 (-3.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $4,815,203Liabilities 2011: $96,683Net Assets 2011: $4,718,5202011Assets 2012: $5,739,430Liabilities 2012: $610Net Assets 2012: $5,738,8202012Assets 2013: $6,626,644Liabilities 2013: $54,001Net Assets 2013: $6,572,6432013Assets 2014: $6,862,336Liabilities 2014: $18,034Net Assets 2014: $6,844,3022014Assets 2015: $6,631,177Liabilities 2015: $13,820Net Assets 2015: $6,617,3572015Assets 2016: $7,261,550Liabilities 2016: $20,803Net Assets 2016: $7,240,7472016Assets 2017: $7,980,593Liabilities 2017: $35,293Net Assets 2017: $7,945,3002017Assets 2018: $7,841,419Liabilities 2018: $230Net Assets 2018: $7,841,1892018Assets 2019: $8,985,430Liabilities 2019: $34,430Net Assets 2019: $8,951,0002019Assets 2020: $9,282,581Liabilities 2020: $24,355Net Assets 2020: $9,258,2262020Assets 2021: $10,366,798Liabilities 2021: $26,605Net Assets 2021: $10,340,1932021Assets 2022: $9,930,563Liabilities 2022: $24,355Net Assets 2022: $9,906,2082022Assets 2023: $10,421,915Liabilities 2023: $85,944Net Assets 2023: $10,335,9712023Assets 2024: $10,995,381Liabilities 2024: $0Net Assets 2024: $10,995,3812024

Highlighted filing

2024

Assets$10,995,381
Liabilities$0
Net Assets$10,995,381
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0Revenue 2011: $395,775Expenses 2011: $196,060Net Income 2011: $199,7152011Expenses 2012: $228,4022012Revenue 2013: $815,729Expenses 2013: $359,443Net Income 2013: $456,2862013Revenue 2014: $741,108Expenses 2014: $335,536Net Income 2014: $405,5722014Revenue 2015: $443,691Expenses 2015: $301,462Net Income 2015: $142,2292015Revenue 2016: $444,299Expenses 2016: $165,067Net Income 2016: $279,2322016Revenue 2017: $595,929Expenses 2017: $156,162Net Income 2017: $439,7672017Revenue 2018: $658,023Expenses 2018: $236,381Net Income 2018: $421,6422018Revenue 2019: $470,675Expenses 2019: $118,115Net Income 2019: $352,5602019Revenue 2020: $433,266Expenses 2020: $166,189Net Income 2020: $267,0772020Revenue 2021: $795,083Expenses 2021: $120,241Net Income 2021: $674,8422021Revenue 2022: $391,529Expenses 2022: $87,126Net Income 2022: $304,4032022Revenue 2023: $484,500Expenses 2023: $148,781Net Income 2023: $335,7192023Revenue 2024: $451,994Expenses 2024: $126,649Net Income 2024: $325,3452024

Highlighted filing

2024

Revenue$451,994
Expenses$126,649
Net Income$325,345
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,995,381
Liabilities
$0
Net assets
$10,995,381
Revenue
$451,994
Expenses
$126,649
Net income
$325,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.00$11.0$0.45$0.13$0.33
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.09$10.3$0.48$0.15$0.34
2022Detailed filing. Detailed filing data is available for this year.$9.93$0.02$9.91$0.39$0.09$0.30
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.03$10.3$0.80$0.12$0.67
2020Detailed filing. Detailed filing data is available for this year.$9.28$0.02$9.26$0.43$0.17$0.27
2019Detailed filing. Detailed filing data is available for this year.$8.99$0.03$8.95$0.47$0.12$0.35
2018Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.66$0.24$0.42
2017Detailed filing. Detailed filing data is available for this year.$7.98$0.04$7.95$0.60$0.16$0.44
2016Detailed filing. Detailed filing data is available for this year.$7.26$0.02$7.24$0.44$0.17$0.28
2015Detailed filing. Detailed filing data is available for this year.$6.63$0.01$6.62$0.44$0.30$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.86$0.02$6.84$0.74$0.34$0.41
2013Detailed filing. Detailed filing data is available for this year.$6.63$0.05$6.57$0.82$0.36$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.74$0.00$5.74$0.23
2011Summary only. Only limited summary data is available for this year.$4.82$0.10$4.72$0.40$0.20$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$2,793,561
Mission and Program Overview

Mission

To provide funds for indigent care and renovation needs at the facilities of lakeshore estates, inc.

To provide funds for indigent care and renovation needs at the long term care facilities of lake shore estates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,351,552$9,945,197▲ $593,645
Cash and Non-Interest-Bearing Accounts$372,909$496,713▲ $123,804
Other Notes and Loans Receivable, Net$415,000$280,000▼ $135,000
Land, Buildings, and Equipment, Net$212,454$205,971▼ $6,483
Intangible Assets$70,000$67,500▼ $2,500
Total Assets$10,421,915$10,995,381▲ $573,466
Liabilities
Accounts Payable and Accrued Expenses$85,944$0▼ $85,944
Total Liabilities$85,944$0▼ $85,944
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,335,971$10,995,381▲ $659,410
Total Net Assets Fund Balance$10,335,971$10,995,381▲ $659,410
Total Liabilities and Net Assets / Fund Balance$10,421,915$10,995,381▲ $573,466

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$205,971$25,732$231,703
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
John RobinsonPresident
Barbara OuthierSecretary
John ThweattTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,671
Program Service Revenue
$0
Investment Income
$409,323
Other Revenue
$0
All Other Contributions
$42,671
Change in Net Assets
$325,345

Audited Revenue Reconciliation

Revenue per Audited Statements
$451,994
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$334,065
Total Revenue per Audited Statements
$786,059
Total Revenue per Form 990
$451,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,353
Grants and Similar Amounts Paid$23,296
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$60,660-$60,660
Grants to Domestic Orgs$23,296--$23,296
Fees for Services Accounting-$12,800-$12,800
Other Expenses$20$2,500-$20
Total Functional Expenses$29,799$96,850$0$126,649

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$126,649
Total Expenses per Audited Statements$126,649
Total Expenses per Form 990$126,649
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lakeshore Estates IncNashville, TN-Indigent Care$23,296
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

“A draft copy of form 990 is sent to each board member for approval prior to filing.”

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

“The conflict policy is renewed annually and updated at any time changes occur. If a conflict occurs, the member is excluded from voting on the issue and the board determines any other action necessary.”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Lakeshore Foundation Inc
EIN
62-1762831
Phone
6156464466
Address
8044 COLEY DAVIS RD, NASHVILLE, TN 37221

Signing Officer

Name
John Robinson
Title
President
Phone
6156464466
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Robinson
Formed
1998
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Cri Advisors LLC
Address
3011 ARMORY DRIVE SUITE 300, NASHVILLE, TN 37204
Preparer
Richard W Betts
Phone
6156651811
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process of assuming responsibility for oversight of the financial audit has not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“Fin 48 footnote - the foundation has evaluated its tax positions for all open tax years. Currently, the tax years open and subject to examination by the internal revenue service are 2023, 2022 and 2021. Based on the evaluation of the foundation's tax positions, management believes all tax positions taken would be upheld under an examination by the tax authorities. Therefore, no provision for the effects of uncertain tax positions has been recorded for the year ended december 31, 2024.”

Raw XML Appendix395 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0205971
IRS990ScheduleD/BuildingsGrp/DepreciationAmt025732
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0231703
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0126649
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0334065
IRS990ScheduleD/RevenueNotReportedAmt0334065
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0451994
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 FOOTNOTE - THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS. CURRENTLY, THE TAX YEARS OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ARE 2023, 2022 AND 2021. BASED ON THE EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL TAX POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION BY THE TAX AUTHORITIES. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED DECEMBER 31, 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0205971
IRS990ScheduleD/TotalExpensesPerForm990Amt0126649
IRS990ScheduleD/TotalRevenuePerForm990Amt0451994
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0786059
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0126649
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt023296
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0INDIGENT CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LAKESHORE ESTATES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0620604630
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08044 COLEY DAVIS ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NASHVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037221
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS - LAKESHORE FOUNDATION INC. RECEIVES REQUEST FOR "GRANTS" FOR RESIDENTS OF LAKESHORE ESTATES INC. WHO ARE INDIGENT AND UNABLE TO PAY FOR THEIR CARE. THE BOARD OF DIRECTORS REVIEW THE REQUESTS AND DETERMINES APPROPRIATE RECIPIENTS AND APPROPRIATE AMOUNTS. FUNDS ARE TRANSMITTED TO LAKESHORE ESTATES INC. WHO IN TURN CREDIT THE RESIDENTS ACCOUNT RECEIVABLE FOR THE "GRANT" AMOUNT. A MONTHLY FINANCIAL STATEMENT IS GIVEN TO THE BOARD OF DIRECTORS OF LAKESHORE FOUNDATION INC. AND LAKESHORE ESTATES INC. THAT DETAILS THE USE OF THESE FUNDS, INCLUDING THE RECIPIENTS' NAME AND AMOUNT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF FORM 990 IS SENT TO EACH BOARD MEMBER FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT POLICY IS RENEWED ANNUALLY AND UPDATED AT ANY TIME CHANGES OCCUR. IF A CONFLICT OCCURS, THE MEMBER IS EXCLUDED FROM VOTING ON THE ISSUE AND THE BOARD DETERMINES ANY OTHER ACTION NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL AUDIT HAS NOT CHANGED FROM PRIOR YEARS.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LAKESHORE ESTATES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0620604630
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0NURSING CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt08044 COLEY DAVIS ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NASHVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt023296
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LAKESHORE ESTATES INC
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IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt010995381
IRS990/TotalAssetsGrp/BOYAmt010421915
IRS990/TotalAssetsGrp/EOYAmt010995381
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt042671
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt096850
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029799
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt085944
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0451994
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.LAKESHORESENIORLIVING.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06156464466
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKESHORE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0621762831
ReturnHeader/Filer/PhoneNum06156464466
ReturnHeader/Filer/USAddress/AddressLine1Txt08044 COLEY DAVIS RD
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037221
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994625061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03011 ARMORY DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037204
ReturnHeader/PreparerPersonGrp/PhoneNum06156651811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD W BETTS
ReturnHeader/ReturnTs02025-11-17T16:05:48-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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