Civic Intelligence

PTA Texas Congress Doss Elementary

990 • Fiscal year 2017 • EIN 74-2651733

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

7005 NorthledgeAustin, TX 78731-2998

(512) 414-2365

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$232,662

Down $20,955 (-8.3%) from 2016

Net Assets

Down

$232,467

Down $21,053 (-8.3%) from 2016

Liabilities

Up

$195

Up $98 (+101%) from 2016

Revenue And Expenses

Revenue

Up

$271,410

Up $45,006 (+20%) from 2016

Expenses

Up

$292,463

Up $73,729 (+34%) from 2016

Net Income

Down

-$21,053

Down $28,723 (-374%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $156,268Liabilities 2011: $0Net Assets 2011: $156,2682011Assets 2012: $167,046Liabilities 2012: $0Net Assets 2012: $167,0462012Assets 2013: $206,753Liabilities 2013: $0Net Assets 2013: $206,7532013Assets 2014: $240,879Liabilities 2014: $0Net Assets 2014: $240,8792014Assets 2015: $246,850Liabilities 2015: $1,000Net Assets 2015: $245,8502015Assets 2016: $253,617Liabilities 2016: $97Net Assets 2016: $253,5202016Assets 2017: $232,662Liabilities 2017: $195Net Assets 2017: $232,4672017Assets 2018: $291,864Liabilities 2018: $663Net Assets 2018: $291,2012018Assets 2019: $322,236Liabilities 2019: $0Net Assets 2019: $322,2362019Assets 2020: $387,259Liabilities 2020: $141Net Assets 2020: $387,1182020Assets 2021: $441,464Liabilities 2021: $0Net Assets 2021: $441,4642021Assets 2022: $465,900Liabilities 2022: $493Net Assets 2022: $465,4072022Assets 2023: $465,149Liabilities 2023: $321Net Assets 2023: $464,8282023Assets 2024: $457,598Liabilities 2024: $0Net Assets 2024: $457,5982024Assets 2025: $502,543Liabilities 2025: $373Net Assets 2025: $502,1702025

Highlighted filing

2017

Assets$232,662
Liabilities$195
Net Assets$232,467

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $143,502Expenses 2011: $103,516Net Income 2011: $39,9862011Revenue 2012: $169,126Expenses 2012: $158,348Net Income 2012: $10,7782012Revenue 2013: $189,824Expenses 2013: $150,117Net Income 2013: $39,7072013Revenue 2014: $253,035Expenses 2014: $218,909Net Income 2014: $34,1262014Revenue 2015: $237,454Expenses 2015: $232,483Net Income 2015: $4,9712015Revenue 2016: $226,404Expenses 2016: $218,734Net Income 2016: $7,6702016Revenue 2017: $271,410Expenses 2017: $292,463Net Income 2017: -$21,0532017Revenue 2018: $308,857Expenses 2018: $250,123Net Income 2018: $58,7342018Revenue 2019: $254,695Expenses 2019: $223,660Net Income 2019: $31,0352019Revenue 2020: $302,788Expenses 2020: $237,906Net Income 2020: $64,8822020Revenue 2021: $231,703Expenses 2021: $177,357Net Income 2021: $54,3462021Revenue 2022: $290,558Expenses 2022: $266,615Net Income 2022: $23,9432022Revenue 2023: $283,102Expenses 2023: $283,681Net Income 2023: -$5792023Revenue 2024: $314,505Expenses 2024: $321,735Net Income 2024: -$7,2302024Revenue 2025: $310,107Expenses 2025: $265,535Net Income 2025: $44,5722025

Highlighted filing

2017

Revenue$271,410
Expenses$292,463
Net Income-$21,053
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$372,778
Mission and Program Overview

Mission

Develop and secure for children the highest advantages in mental, social, spiritual, and physical education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$124,524$124,561▲ $37
Cash and Non-Interest-Bearing Accounts$129,093$108,101▼ $20,992
Total Assets$253,617$232,662▼ $20,955
Liabilities
Other Liabilities$97$195▲ $98
Total Liabilities$97$195▲ $98
Net Assets / Fund Balance
Unrestricted Net Assets$253,520$232,467▼ $21,053
Total Net Assets Fund Balance$253,520$232,467▼ $21,053
Total Liabilities and Net Assets / Fund Balance$253,617$232,662▼ $20,955
Compensation and Service Providers

Board Members and Trustees

NameTitle
Holly RiosPartner in Education Chair
Jen DespinsPresident
Karen LundquistFirst Vice President
Kimberly RichardsSecond Vice President
Julie DepalmaAssistant Treasurer
Shannon MeroneyParliamentarian
Janna GriffinPrincipal
Carolyn BartelliSecretary
Sarah BakerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60,274
Program Service Revenue
$0
Investment Income
$37
Other Revenue
$211,099
All Other Contributions
$55,829
Change in Net Assets
$-21,053
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$292,463
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
All Other Expenses$135,637$9,134-$144,771
Other Expenses$27,420--$27,420
Insurance-$835-$835
Fees for Services Accounting-$800-$800
Total Functional Expenses$281,694$10,769$0$292,463
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$266,749
Fundraising Direct Expenses$68,017
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Party$135,005$134,505$14,968$119,537
No Hassle Fundraiser$75,415$75,415-$75,415
Total Events$267,607$266,749$68,017$198,732
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$195
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Individuals may join the organization through the payment of an annual membership fee.

Form 990, Part VI, Section A, Line 7A

Members of the organization elect the president, president elect, vice president, secretary and treasurer.

Form 990, Part VI, Section A, Line 7B

The organization's members; in a general meeting, as long as there is a quorum; approve certain items such as budget or changes in the bylaws.

Form 990, Part VI, Section A, Line 8B

Minutes are not recorded for committee meetings.

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

The tax return was presented to and reviewed by the officers of the board.

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

Every year when the new board takes office, the conflict of interest policy is discussed and signed by all board members. Throughout the year, the policy is referenced in monthly meetings and the secretary maintains a copy which is available at all meetings.

Form 990, Part VI, Section C, Line 19

The organization makes the documents available upon request.

Filing and Contact Details

Filer

Filer Name
Pta Texas Congress Doss Elementary
EIN
74-2651733
Phone
5124142365
Address
7005 NORTHLEDGE, AUSTIN, TX 78731-2998

Signing Officer

Name
Karen Lundquist
Title
President
Phone
5124142365
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Lundquist
Formed
1973
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
250

Preparer

Firm
Faske Lay & Co Llp
Address
3508 FAR WEST BLVD SUITE 300, AUSTIN, TX 78731-3041
Preparer
Amy Minchillo
Phone
5123469623
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Math specialist: program service expenses 25,277. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,277. Other program support: program service expenses 18,936. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,936. Classroom and teacher supplies: program service expenses 18,645. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,645. Technology enrichment: program service expenses 18,053. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,053. Teacher assistance: program service expenses 17,916. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,916. Library assistance: program service expenses 12,761. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,761. Copier and other equipment: program service expenses 10,800. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,800. Credit card fees: program service expenses 0. Management and general expenses 6,705. Fundraising expenses 0. Total expenses 6,705. Staff appreciation: program service expenses 5,274. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,274. Homeroom party: program service expenses 4,975. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,975. Fieldtrips: program service expenses 3,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,000. Administrative: program service expenses 0. Management and general expenses 2,429. Fundraising expenses 0. Total expenses 2,429.

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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02366
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01804
IRS990ScheduleA/OtherIncome509Grp/TotalAmt07434
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99530
IRS990ScheduleA/PublicSupportPY509Pct00.99530
IRS990ScheduleA/PublicSupportTotal509Amt01625080
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0371786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0305975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0338465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0332917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0275937
IRS990ScheduleA/Total509Grp/TotalAmt01625080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0372779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0308320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0340868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0334768
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0276003
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01632738
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0195
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0195
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0858
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0358
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt068017
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04742
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04742
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NO HASSLE FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt023150
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt08364
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt031514
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0135005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt075415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt057187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0267607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0134505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt075415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt056829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0266749
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0198732
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012317
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027285
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014968
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03025
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt01451
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04476
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDIVIDUALS MAY JOIN THE ORGANIZATION THROUGH THE PAYMENT OF AN ANNUAL MEMBERSHIP FEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE ORGANIZATION ELECT THE PRESIDENT, PRESIDENT ELECT, VICE PRESIDENT, SECRETARY AND TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S MEMBERS; IN A GENERAL MEETING, AS LONG AS THERE IS A QUORUM; APPROVE CERTAIN ITEMS SUCH AS BUDGET OR CHANGES IN THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MINUTES ARE NOT RECORDED FOR COMMITTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TAX RETURN WAS PRESENTED TO AND REVIEWED BY THE OFFICERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVERY YEAR WHEN THE NEW BOARD TAKES OFFICE, THE CONFLICT OF INTEREST POLICY IS DISCUSSED AND SIGNED BY ALL BOARD MEMBERS. THROUGHOUT THE YEAR, THE POLICY IS REFERENCED IN MONTHLY MEETINGS AND THE SECRETARY MAINTAINS A COPY WHICH IS AVAILABLE AT ALL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES THE DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MATH SPECIALIST: PROGRAM SERVICE EXPENSES 25,277. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,277. OTHER PROGRAM SUPPORT: PROGRAM SERVICE EXPENSES 18,936. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,936. CLASSROOM AND TEACHER SUPPLIES: PROGRAM SERVICE EXPENSES 18,645. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,645. TECHNOLOGY ENRICHMENT: PROGRAM SERVICE EXPENSES 18,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,053. TEACHER ASSISTANCE: PROGRAM SERVICE EXPENSES 17,916. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,916. LIBRARY ASSISTANCE: PROGRAM SERVICE EXPENSES 12,761. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,761. COPIER AND OTHER EQUIPMENT: PROGRAM SERVICE EXPENSES 10,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,800. CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,705. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,705. STAFF APPRECIATION: PROGRAM SERVICE EXPENSES 5,274. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,274. HOMEROOM PARTY: PROGRAM SERVICE EXPENSES 4,975. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,975. FIELDTRIPS: PROGRAM SERVICE EXPENSES 3,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,000. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,429. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,429.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0253617
IRS990/TotalAssetsEOYAmt0232662
IRS990/TotalAssetsGrp/BOYAmt0253617
IRS990/TotalAssetsGrp/EOYAmt0232662
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt060274
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010769
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0281694
IRS990/TotalFunctionalExpensesGrp/TotalAmt0292463
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt097
IRS990/TotalLiabilitiesEOYAmt0195
IRS990/TotalLiabilitiesGrp/BOYAmt097
IRS990/TotalLiabilitiesGrp/EOYAmt0195
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0253520
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0232467
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0281694
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0198769
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012367
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0271410
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0253617
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0232662
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0253520
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0232467
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07005 NORTHLEDGE
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078731
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0DOSSPTA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN LUNDQUIST

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.02$3.10$2.66$0.45
2024Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$3.15$3.22$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$2.83$2.84$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.65$2.91$2.67$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$2.32$1.77$0.54
2020Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$3.03$2.38$0.65
2019Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$2.55$2.24$0.31
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.01$2.91$3.09$2.50$0.59
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.32$2.71$2.92$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$2.26$2.19$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.46$2.37$2.32$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$2.53$2.19$0.34
2013Summary only. Only limited summary data is available for this year.$2.07$0.00$2.07$1.90$1.50$0.40
2012Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$1.69$1.58$0.11
2011Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$1.44$1.04$0.40