Civic Intelligence

Tupelo School District Learning Foundation

990 • Fiscal year 2021 • EIN 64-0804448

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 14, 2021

Organization ProfileN/A
201 South Green StreetTupelo, MS 38804

(662) 841-8968

Siviq Scores

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

Liabilities / Assets

46th percentile

0.05x

Higher debt load relative to assets than 46% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

0.97x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

2nd percentile

-146%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

80th percentile

$128,067

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 169.7% of source-year revenue.

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

Asset Growth

11th percentile

-6.6%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

24th percentile

-5.9%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$1,497,532

Down $106,642 (-6.6%) from 2020

Net Assets

Down

$1,424,171

Down $110,440 (-7.2%) from 2020

Liabilities

Up

$73,361

Up $3,798 (+5.5%) from 2020

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin2nd percentile

Revenue

Down

$75,453

Down $4,702 (-5.9%) from 2020

Expenses

Up

$185,893

Up $171,502 (+1192%) from 2020

Net Income

Down

-$110,440

Down $176,204 (-268%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,501,930Liabilities 2011: $90,930Net Assets 2011: $1,411,0002011Assets 2012: $1,441,666Liabilities 2012: $89,784Net Assets 2012: $1,351,8822012Assets 2013: $1,492,482Liabilities 2013: $82,236Net Assets 2013: $1,410,2462013Assets 2014: $1,559,395Liabilities 2014: $58,998Net Assets 2014: $1,500,3972014Assets 2015: $1,552,526Liabilities 2015: $70,852Net Assets 2015: $1,481,6742015Assets 2016: $1,586,852Liabilities 2016: $54,932Net Assets 2016: $1,531,9202016Assets 2017: $1,599,926Liabilities 2017: $64,129Net Assets 2017: $1,535,7972017Assets 2018: $1,609,205Liabilities 2018: $68,751Net Assets 2018: $1,540,4542018Assets 2019: $1,552,502Liabilities 2019: $83,655Net Assets 2019: $1,468,8472019Assets 2020: $1,604,174Liabilities 2020: $69,563Net Assets 2020: $1,534,6112020Assets 2021: $1,497,532Liabilities 2021: $73,361Net Assets 2021: $1,424,1712021Assets 2023: $1,392,087Liabilities 2023: $69,244Net Assets 2023: $1,322,8432023Assets 2024: $3,656,914Liabilities 2024: $29,479Net Assets 2024: $3,627,4352024Assets 2025: $3,694,045Liabilities 2025: $0Net Assets 2025: $3,694,0452025

Highlighted filing

2021

Assets$1,497,532
Liabilities$73,361
Net Assets$1,424,171
Open 2021 Filing

Operations Trend

Revenue Growth24th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: -$165,928Expenses 2011: $71,829Net Income 2011: -$237,7572011Revenue 2012: -$138,740Expenses 2012: $20,175Net Income 2012: -$158,9152012Revenue 2013: $91,455Expenses 2013: $33,091Net Income 2013: $58,3642013Revenue 2014: $135,786Expenses 2014: $45,635Net Income 2014: $90,1512014Revenue 2015: $24,597Expenses 2015: $80,839Net Income 2015: -$56,2422015Revenue 2016: $116,315Expenses 2016: $66,069Net Income 2016: $50,2462016Revenue 2017: -$59,279Expenses 2017: $26,299Net Income 2017: -$85,5782017Revenue 2018: $41,380Expenses 2018: $36,723Net Income 2018: $4,6572018Revenue 2019: -$56,508Expenses 2019: $15,099Net Income 2019: -$71,6072019Revenue 2020: $80,155Expenses 2020: $14,391Net Income 2020: $65,7642020Revenue 2021: $75,453Expenses 2021: $185,893Net Income 2021: -$110,4402021Revenue 2023: -$20,197Expenses 2023: $72,067Net Income 2023: -$92,2642023Revenue 2024: $2,391,775Expenses 2024: $87,183Net Income 2024: $2,304,5922024Revenue 2025: $133,234Expenses 2025: $66,624Net Income 2025: $66,6102025

Highlighted filing

2021

Revenue$75,453
Expenses$185,893
Net Income-$110,440
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 14, 2021
Return Version
2020v4.0
Gross Receipts
$575,662
Mission and Program Overview

Mission

The organizations primary purpose is to enhance the quality of education in the Tupelo Public School District.

The organization's primary purpose is to enhance the quality of education in the tupelo public school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$842,288$842,288→ $0
Cash and Non-Interest-Bearing Accounts$718,269$606,974▼ $111,295
Prepaid Expenses and Deferred Charges$38,634$43,128▲ $4,494
Accounts Receivable$4,983$5,142▲ $159
Total Assets$1,604,174$1,497,532▼ $106,642
Liabilities
Accounts Payable and Accrued Expenses$69,563$73,361▲ $3,798
Total Liabilities$69,563$73,361▲ $3,798
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,409,611$1,424,171▲ $14,560
Net Assets With Donor Restrictions$125,000--
Total Net Assets Fund Balance$1,534,611$1,424,171▼ $110,440
Total Liabilities and Net Assets / Fund Balance$1,604,174$1,497,532▼ $106,642

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,210,000--
Land$200,000--
Equipment$-2,567,712$2,596,554-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$128,255-▲ $2,693$132,948-
2019$125,864-▲ $3,391-$128,255
2018$125,920-▲ $1,044-$125,864
2017$125,906-▲ $514-$125,920
2016$126,753-▲ $253-$125,906
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleOtherTotal
Dr Rob PicouSecretary$128,067$128,067

Board Members and Trustees

NameTitle
Joseph BabbPresident
Kenneth WheelerTrustee
Sherry DavisTrustee
Eddie PratherTreasurer
Paul Mize IiiVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,283
Program Service Revenue
$0
Investment Income
$22,243
Other Revenue
$50,927
All Other Contributions
$2,283
Change in Net Assets
$-110,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$185,893
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
Fees for Services Other$169,637--$169,637
Office Expenses$8,968--$8,968
Other Expenses$4,658--$4,658
Payment Travel Entrtnmnt Publicly Ofcl$2,630--$2,630
Total Functional Expenses$185,893$0$0$185,893
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
Backup withholding compliance
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The board of directors of the organization have the authority to appoint the superintendent of the tupelo public school district as an officer/secretary of the organization.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed for accuracy by the tupelo public school district's chief financial officer and then submitted to the secretary of the board of directors for review and signature.”

Form 990, Page 6, Part VI, Line 12C

“Employees are obligated to disclose as soon as possible to the superintendent or designee potential conflicts of interest arising out of transactions, purchases, contracts and/or leases over which the employees have authority or influence. The superintendent is authorized to act upon such disclosures to institute safeguards to avoid or resolve conflicts of interest and to take appropriate disciplinary steps in the event of a failure to disclose potential conflicts or violations of this policy. The superintendent or designee, chief financial officer, and administrative counsel shall keep the school board advised on conflicts of interest and their avoidance or resolution.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents are available to the public upon request. The organization's financial statements are audited as part of a consolidated audit of the tupelo public school district and will be made available to the publice upon request and also available on the mississippi office of the state auditor's website once the audit is complete.”

Filing and Contact Details

Filer

Filer Name
Tupelo School District
EIN
64-0804448
Phone
6628418968
Address
201 SOUTH GREEN STREET, TUPELO, MS 38804

Signing Officer

Name
Joseph Babb
Title
President
Phone
6628418968
Signed
2021-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Babb
Formed
1991
Legal Domicile
Ms
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Je Vance & Company Pa
Address
PO BOX 1280/825 JEFFERSON ST, TUPELO, MS 38802
Preparer
James E Vance
Phone
6628422123
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Divestment of scholarship fds 169,637 0 0”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The organization awards scholarships to graduating seniors of tupelo high school. The board of directors of the organization is responsible for managing and investing the principal amount of the endowment to assure a maximum return. In accordance with the terms of the endowments, no portion of the total principal amount of 125,000 may ever be expended.”

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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/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01044
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0125906
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0125920
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0514
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0125906
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01100
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt02596554
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt028842
IRS990ScheduleD/LandGrp/BookValueAmt0200000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0200000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION AWARDS SCHOLARSHIPS TO GRADUATING SENIORS OF TUPELO HIGH SCHOOL. THE BOARD OF DIRECTORS OF THE ORGANIZATION IS RESPONSIBLE FOR MANAGING AND INVESTING THE PRINCIPAL AMOUNT OF THE ENDOWMENT TO ASSURE A MAXIMUM RETURN. IN ACCORDANCE WITH THE TERMS OF THE ENDOWMENTS, NO PORTION OF THE TOTAL PRINCIPAL AMOUNT OF 125,000 MAY EVER BE EXPENDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0842288
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS OF THE ORGANIZATION HAVE THE AUTHORITY TO APPOINT THE SUPERINTENDENT OF THE TUPELO PUBLIC SCHOOL DISTRICT AS AN OFFICER/SECRETARY OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED FOR ACCURACY BY THE TUPELO PUBLIC SCHOOL DISTRICT'S CHIEF FINANCIAL OFFICER AND THEN SUBMITTED TO THE SECRETARY OF THE BOARD OF DIRECTORS FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EMPLOYEES ARE OBLIGATED TO DISCLOSE AS SOON AS POSSIBLE TO THE SUPERINTENDENT OR DESIGNEE POTENTIAL CONFLICTS OF INTEREST ARISING OUT OF TRANSACTIONS, PURCHASES, CONTRACTS AND/OR LEASES OVER WHICH THE EMPLOYEES HAVE AUTHORITY OR INFLUENCE. THE SUPERINTENDENT IS AUTHORIZED TO ACT UPON SUCH DISCLOSURES TO INSTITUTE SAFEGUARDS TO AVOID OR RESOLVE CONFLICTS OF INTEREST AND TO TAKE APPROPRIATE DISCIPLINARY STEPS IN THE EVENT OF A FAILURE TO DISCLOSE POTENTIAL CONFLICTS OR VIOLATIONS OF THIS POLICY. THE SUPERINTENDENT OR DESIGNEE, CHIEF FINANCIAL OFFICER, AND ADMINISTRATIVE COUNSEL SHALL KEEP THE SCHOOL BOARD ADVISED ON CONFLICTS OF INTEREST AND THEIR AVOIDANCE OR RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED AS PART OF A CONSOLIDATED AUDIT OF THE TUPELO PUBLIC SCHOOL DISTRICT AND WILL BE MADE AVAILABLE TO THE PUBLICE UPON REQUEST AND ALSO AVAILABLE ON THE MISSISSIPPI OFFICE OF THE STATE AUDITOR'S WEBSITE ONCE THE AUDIT IS COMPLETE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIVESTMENT OF SCHOLARSHIP FDS 169,637 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TUPELO PUBLIC SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0646001141
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0201 SOUTH GREEN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TUPELO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd038804
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01604174
IRS990/TotalAssetsEOYAmt01497532
IRS990/TotalAssetsGrp/BOYAmt01604174
IRS990/TotalAssetsGrp/EOYAmt01497532
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02283
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0185893
IRS990/TotalFunctionalExpensesGrp/TotalAmt0185893
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt069563
IRS990/TotalLiabilitiesEOYAmt073361
IRS990/TotalLiabilitiesGrp/BOYAmt069563
IRS990/TotalLiabilitiesGrp/EOYAmt073361
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01534611
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01424171
IRS990/TotalOtherCompensationAmt019053
IRS990/TotalProgramServiceExpensesAmt0185893
IRS990/TotalRevenueGrp/ExclusionAmt050927
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022243
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075453
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01604174
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01497532
IRS990/TotReportableCompRltdOrgAmt0109014
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0201 SOUTH GREEN STREET
IRS990/USAddress/CityNm0TUPELO
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd038804
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-03-31 18:45:55Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH BABB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06628418968
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUPELO SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LEARNING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TUPE
ReturnHeader/Filer/EIN0640804448
ReturnHeader/Filer/PhoneNum06628418968
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 SOUTH GREEN STREET
ReturnHeader/Filer/USAddress/CityNm0TUPELO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038804
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640789840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JE VANCE & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1280/825 JEFFERSON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUPELO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038802
ReturnHeader/PreparerPersonGrp/PhoneNum06628422123
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E VANCE
ReturnHeader/ReturnTs02022-01-17T15:29:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BABB
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,497,532
Liabilities
$73,361
Net assets
$1,424,171
Revenue
$75,453
Expenses
$185,893
Net income
-$110,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.13$0.07$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.66$0.03$3.63$2.39$0.09$2.30
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.07$1.32$0.02$0.07$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.07$1.42$0.08$0.19$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.07$1.53$0.08$0.01$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.08$1.47$0.06$0.02$0.07
2018Summary only. Only limited summary data is available for this year.$1.61$0.07$1.54$0.04$0.04$0.00
2017Summary only. Only limited summary data is available for this year.$1.60$0.06$1.54$0.06$0.03$0.09
2016Summary only. Only limited summary data is available for this year.$1.59$0.05$1.53$0.12$0.07$0.05
2015Summary only. Only limited summary data is available for this year.$1.55$0.07$1.48$0.02$0.08$0.06
2014Summary only. Only limited summary data is available for this year.$1.56$0.06$1.50$0.14$0.05$0.09
2013Summary only. Only limited summary data is available for this year.$1.49$0.08$1.41$0.09$0.03$0.06
2012Summary only. Only limited summary data is available for this year.$1.44$0.09$1.35$0.14$0.02$0.16
2011Summary only. Only limited summary data is available for this year.$1.50$0.09$1.41$0.17$0.07$0.24