Civic Intelligence

Tennessee Jumpstart Coalition for Personal Financial Literacy

990 • Fiscal year 2014 • EIN 62-1855829

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

6675 Stage RoadMemphis, TN 38134

(901) 213-2228

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

1.4%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$37,410

Up $510 (+1.4%) from 2013

Net Assets

Up

$37,410

Up $510 (+1.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$34,032

Up $5,630 (+20%) from 2013

Expenses

Up

$33,522

Up $767 (+2.3%) from 2013

Net Income

Up

$510

Up $4,863 (+112%) from 2013

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $28,051Liabilities 2010: $0Net Assets 2010: $28,0512010Assets 2011: $33,337Liabilities 2011: $0Net Assets 2011: $33,3372011Assets 2012: $41,253Liabilities 2012: $0Net Assets 2012: $41,2532012Assets 2013: $36,900Liabilities 2013: $0Net Assets 2013: $36,9002013Assets 2014: $37,410Liabilities 2014: $0Net Assets 2014: $37,4102014Assets 2015: $43,193Liabilities 2015: $0Net Assets 2015: $43,1932015Assets 2016: $38,941Liabilities 2016: $0Net Assets 2016: $38,9412016Assets 2017: $62,604Liabilities 2017: $0Net Assets 2017: $62,6042017Assets 2018: $61,380Liabilities 2018: $02018Assets 2019: $76,239Liabilities 2019: $0Net Assets 2019: $76,2392019Assets 2020: $83,905Liabilities 2020: $02020Assets 2021: $91,089Liabilities 2021: $02021Assets 2022: $75,414Liabilities 2022: $0Net Assets 2022: $75,4142022Assets 2023: $74,843Liabilities 2023: $02023

Highlighted filing

2014

Assets$37,410
Liabilities$0
Net Assets$37,410

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $16,6492010Expenses 2011: $21,5892011Expenses 2012: $22,5302012Revenue 2013: $28,402Expenses 2013: $32,755Net Income 2013: -$4,3532013Revenue 2014: $34,032Expenses 2014: $33,522Net Income 2014: $5102014Revenue 2015: $36,622Expenses 2015: $30,839Net Income 2015: $5,7832015Revenue 2016: $28,882Expenses 2016: $33,058Net Income 2016: -$4,1762016Revenue 2017: $75,275Expenses 2017: $51,536Net Income 2017: $23,7392017Revenue 2018: $51,190Expenses 2018: $52,414Net Income 2018: -$1,2242018Revenue 2019: $58,821Expenses 2019: $43,962Net Income 2019: $14,8592019Revenue 2020: $12,509Expenses 2020: $4,843Net Income 2020: $7,6662020Revenue 2021: $12,905Expenses 2021: $5,721Net Income 2021: $7,1842021Revenue 2022: $30,407Expenses 2022: $46,082Net Income 2022: -$15,6752022Revenue 2023: $39,669Expenses 2023: $40,835Net Income 2023: -$1,1662023

Highlighted filing

2014

Revenue$34,032
Expenses$33,522
Net Income$510
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$34,032
Mission and Program Overview

Mission

To improve the financial literacy of tennessee's consumers, with a special focus on the state's youth, through the support and strengthening of current financial literacy programs and the development of new and innovative ones.

Educational - financial literacy of youth; change professional development of tennessee educators

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$36,900$37,410▲ $510
Total Assets$36,900$37,410▲ $510
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$36,900$37,410▲ $510
Total Net Assets Fund Balance$36,900$37,410▲ $510
Total Liabilities and Net Assets / Fund Balance$36,900$37,410▲ $510

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$739-$739
Equipment$-739$739-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christy MintonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,650
Program Service Revenue
$11,382
Investment Income
$0
Other Revenue
$0
All Other Contributions
$22,650
Change in Net Assets
$510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,522
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
Conferences and Meetings$24,872--$24,872
Travel-$1,394-$1,394
Insurance-$1,323-$1,323
Other Expenses$679$900-$679
All Other Expenses-$222-$222
Total Functional Expenses$29,139$4,383$0$33,522
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

All directors can be reached at the address on the return

Governing documents etc available to public Part VI line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Tennessee Jumpstart Coalition Personal Fin Li
EIN
62-1855829
Address
6675 STAGE ROAD, MEMPHIS, TN 38134

Signing Officer

Name
Christy Minton
Title
Treasuer
Phone
9012132228
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christy Minton
Formed
2007
Legal Domicile
Tn
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
54

Preparer

Firm
Custom Fit Bookkeeping and Tax LLC
Address
7982-A Coley Davis Rd, Nashville, TN 37221
Preparer
Wesley Dillard
Phone
6156463100
Raw XML Appendix271 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EDUCATIONAL - FINANCIAL LITERACY OF YOUTH; CHANGE PROFESSIONAL DEVELOPMENT OF TENNESSEE EDUCATORS
IRS990/AllOtherContributionsAmt022650
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0222
IRS990/AllOtherExpensesGrp/TotalAmt0222
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0CHRISTY MINTON
IRS990/BooksInCareOfDetail/PhoneNum09012132228
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06675 STAGE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd038134
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt036900
IRS990/CashNonInterestBearingGrp/EOYAmt037410
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt024872
IRS990/ConferencesMeetingsGrp/TotalAmt024872
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt022650
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt033522
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt011382
IRS990/CYRevenuesLessExpensesAmt0510
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt033522
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt034032
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TEACHERS CONFERENCE IN JUNE 2014 AND A NOVEMBER 2014 WEBINAR - 209 TEACHERS TRAINED WHICH WILL REACH APPROXIMATELY 17,000 STUDENTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt029139
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTY MINTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt034032
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01323
IRS990/InsuranceGrp/TotalAmt01323
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0739
IRS990/LandBldgEquipCostOrOtherBssAmt0739
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATIONAL - FINANCIAL LITERACY OF YOUTH; CHANGE PROFESSIONAL DEVELOPMENT OF TENNESSEE EDUCATORS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt036900
IRS990/NetAssetsOrFundBalancesEOYAmt037410
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL & ACCOUNTG FEE
IRS990/OtherExpensesGrp/Desc2TEACHER CERTIFICATION FEE
IRS990/OtherExpensesGrp/Desc3AWARDS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0169
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2900
IRS990/OtherExpensesGrp/ProgramServicesAmt03588
IRS990/OtherExpensesGrp/ProgramServicesAmt1679
IRS990/OtherExpensesGrp/TotalAmt03757
IRS990/OtherExpensesGrp/TotalAmt1375
IRS990/OtherExpensesGrp/TotalAmt2900
IRS990/OtherExpensesGrp/TotalAmt3679
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHRISTY MINTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0812900
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011382
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011382
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt017975
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt032755
IRS990/PYProgramServiceRevenueAmt010427
IRS990/PYRevenuesLessExpensesAmt0-4353
IRS990/PYTotalExpensesAmt032755
IRS990/PYTotalRevenueAmt028402
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0510
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt011016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt097341
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt097341
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017250
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt097341
IRS990ScheduleA/TotalSupportAmt097341
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0-739
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0739
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0739
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0739
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL DIRECTORS CAN BE REACHED AT THE ADDRESS ON THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt036900
IRS990/TotalAssetsEOYAmt037410
IRS990/TotalAssetsGrp/BOYAmt036900
IRS990/TotalAssetsGrp/EOYAmt037410
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt022650
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04383
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029139
IRS990/TotalFunctionalExpensesGrp/TotalAmt033522
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036900
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt037410
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt029139
IRS990/TotalProgramServiceRevenueAmt011382
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011382
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034032
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt054
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036900
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt037410
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt01394
IRS990/TravelGrp/TotalAmt01394
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt036900
IRS990/UnrestrictedNetAssetsGrp/EOYAmt037410
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt022
IRS990/VotingMembersIndependentCnt022
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTY MINTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASUER
ReturnHeader/BusinessOfficerGrp/PhoneNum09012132228
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TENNESSEE JUMPSTART COALITION PERSONAL FIN LI
ReturnHeader/Filer/BusinessNameControlTxt0TENN
ReturnHeader/Filer/EIN0621855829
ReturnHeader/Filer/USAddress/AddressLine1Txt06675 STAGE ROAD
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038134
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205285535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Custom Fit Bookkeeping and Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07982-A Coley Davis Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037221
ReturnHeader/PreparerPersonGrp/PhoneNum06156463100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wesley Dillard
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-13T10:19:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$74.8$0.00$39.7$40.8$1.17
2022Detailed filing. Detailed filing data is available for this year.$75.4$0.00$75.4$30.4$46.1$15.7
2021Summary only. Only limited summary data is available for this year.$91.1$0.00$12.9$5.72$7.18
2020Summary only. Only limited summary data is available for this year.$83.9$0.00$12.5$4.84$7.67
2019Detailed filing. Detailed filing data is available for this year.$76.2$0.00$76.2$58.8$44.0$14.9
2018Summary only. Only limited summary data is available for this year.$61.4$0.00$51.2$52.4$1.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.6$0.00$62.6$75.3$51.5$23.7
2016Summary only. Only limited summary data is available for this year.$38.9$0.00$38.9$28.9$33.1$4.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.2$0.00$43.2$36.6$30.8$5.78
2014Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$34.0$33.5$0.51
2013Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$28.4$32.8$4.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.3$0.00$41.3$22.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.3$0.00$33.3$21.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$0.00$28.1$16.6