Civic Intelligence

Rise Academy

990 • Fiscal year 2023 • EIN 75-2759258

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 16, 2024

207 N Mlk BlvdLubbock, TX 79403

(806) 744-0438

Siviq Scores

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

Liabilities / Assets

48th percentile

0.06x

Higher debt load relative to assets than 48% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

47th percentile

0.07x

Higher debt load relative to revenue than 47% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

54th percentile

5.9%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

68th percentile

$101,266

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

49th percentile

4.2%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-2.7%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$4,198,844

Flat from 2023

Net Assets

Flat

$3,959,432

Flat from 2023

Liabilities

Flat

$239,412

Flat from 2023

Revenue

Flat

$3,292,787

Flat from 2023

Expenses

Flat

$3,097,150

Flat from 2023

Net Income

Flat

$195,637

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,676,651Liabilities 2011: $602,354Net Assets 2011: $2,074,2972011Assets 2012: $2,806,793Liabilities 2012: $591,376Net Assets 2012: $2,215,4172012Assets 2013: $2,791,961Liabilities 2013: $585,260Net Assets 2013: $2,206,7012013Assets 2014: $2,849,986Liabilities 2014: $554,896Net Assets 2014: $2,295,0902014Assets 2015: $2,825,563Liabilities 2015: $481,219Net Assets 2015: $2,344,3442015Assets 2016: $2,900,223Liabilities 2016: $467,923Net Assets 2016: $2,432,3002016Assets 2017: $2,910,081Liabilities 2017: $413,833Net Assets 2017: $2,496,2482017Assets 2018: $3,208,874Liabilities 2018: $395,240Net Assets 2018: $2,813,6342018Assets 2019: $3,354,611Liabilities 2019: $360,703Net Assets 2019: $2,993,9082019Assets 2020: $3,745,900Liabilities 2020: $585,218Net Assets 2020: $3,160,6822020Assets 2021: $3,749,179Liabilities 2021: $331,017Net Assets 2021: $3,418,1622021Assets 2022: $4,027,688Liabilities 2022: $263,893Net Assets 2022: $3,763,7952022Assets 2023: $4,198,844Liabilities 2023: $239,412Net Assets 2023: $3,959,4322023Assets 2023: $4,198,844Liabilities 2023: $239,412Net Assets 2023: $3,959,4322023

Highlighted filing

2023

Assets$4,198,844
Liabilities$239,412
Net Assets$3,959,432

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2011: $1,806,958Expenses 2011: $1,674,502Net Income 2011: $132,4562011Revenue 2012: $1,802,399Expenses 2012: $1,661,279Net Income 2012: $141,1202012Expenses 2013: $1,817,0292013Revenue 2014: $1,971,039Expenses 2014: $1,882,650Net Income 2014: $88,3892014Revenue 2015: $2,105,275Expenses 2015: $2,056,021Net Income 2015: $49,2542015Revenue 2016: $2,214,541Expenses 2016: $2,126,585Net Income 2016: $87,9562016Revenue 2017: $2,241,802Expenses 2017: $2,177,854Net Income 2017: $63,9482017Revenue 2018: $2,563,013Expenses 2018: $2,245,627Net Income 2018: $317,3862018Revenue 2019: $2,637,580Expenses 2019: $2,457,308Net Income 2019: $180,2722019Revenue 2020: $2,862,212Expenses 2020: $2,695,438Net Income 2020: $166,7742020Revenue 2021: $3,146,070Expenses 2021: $2,888,590Net Income 2021: $257,4802021Revenue 2022: $3,383,411Expenses 2022: $3,037,778Net Income 2022: $345,6332022Revenue 2023: $3,292,787Expenses 2023: $3,097,150Net Income 2023: $195,6372023Revenue 2023: $3,292,787Expenses 2023: $3,097,150Net Income 2023: $195,6372023

Highlighted filing

2023

Revenue$3,292,787
Expenses$3,097,150
Net Income$195,637
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 16, 2024
Return Version
2022v5.0
Gross Receipts
$3,292,787
Mission and Program Overview

Mission

Rise academy's goal is to develop academically competitive students who have the knowledge, exposure and foundation to enter into regorous college prep programs at the high school level after they have graduate 8th grade.

Rise academy's goal is to develop academically competitive students who have the knowledge, exposure and foundation to enter into rigorous college prep programs at the high school level after they graduate the 8th grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,305,180$1,677,333▲ $372,153
Land, Buildings, and Equipment, Net$1,669,764$1,592,364▼ $77,400
Savings and Temporary Cash Investments$556,161$558,242▲ $2,081
Pledges and Grants Receivable$496,583$317,581▼ $179,002
Investments Other Securities-$53,324-
Total Assets$4,027,688$4,198,844▲ $171,156
Liabilities
Mortgage Notes Payable Secured by Investment Property$167,915$174,557▲ $6,642
Accounts Payable and Accrued Expenses$95,224$64,311▼ $30,913
Other Liabilities$754$544▼ $210
Total Liabilities$263,893$239,412▼ $24,481
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,200,345$3,362,589▲ $162,244
Net Assets Without Donor Restrictions$563,450$596,843▲ $33,393
Total Net Assets Fund Balance$3,763,795$3,959,432▲ $195,637
Total Liabilities and Net Assets / Fund Balance$4,027,688$4,198,844▲ $171,156

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,429,929$960,119$2,390,048
Equipment$80,391$129,360$209,751
Land$65,699-$65,699
Other Land Buildings$16,345$16,345$32,690
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard BaumgartnerPresident & DirectorFT$100,000$1,266$101,266

Board Members and Trustees

NameTitle
Raquel GonzalesBoard Member
Frank GutierrezSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,282,524
Program Service Revenue
$0
Investment Income
$10,263
Other Revenue
$0
All Other Contributions
$26,997
Change in Net Assets
$195,637

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,292,787
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,292,787
Total Revenue per Form 990
$3,292,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,360,335
Other Expenses$736,815
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,758,093$232,977-$1,991,070
Pension Plan Contributions$247,454$21,811-$269,265
Current Officers, Directors, Trustees, and Key Employees$100,000--$100,000
Fees for Services Other$43,223$54,152-$97,375
Depreciation Depletion-$96,335-$96,335
All Other Expenses-$75,378-$75,378
Other Expenses$2,022$68,480-$70,502
Occupancy$24,313$10,696-$35,009
Insurance-$26,121-$26,121
Fees for Services Accounting-$23,500-$23,500
Travel$9,176$4,396-$13,572
Interest-$8,749-$8,749
Fees for Services Legal-$4,945-$4,945
Total Functional Expenses$2,278,692$818,458$0$3,097,150

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,097,150
Total Expenses per Audited Statements$3,097,150
Total Expenses per Form 990$3,097,150
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
Interest Payable$544
Governance and Compliance

Governance Checklist

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

No review was or will be conducted.

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

Conflict of interest policy is monitored and enforced through transparent board meetings and director's reminders.

Form 990, Part VI, Section C, Line 19

These policies and financial statements are made in paper copies and distributed upon request.

Filing and Contact Details

Filer

Filer Name
Rise Academy
EIN
75-2759258
Phone
8067440438
Address
207 N MLK BLVD, LUBBOCK, TX 79403

Signing Officer

Name
Richard Baumgartner
Title
President & Director
Phone
8067440438
Signed
2024-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Baumgartner
Formed
1998
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
2
Employees
57
Volunteers
0

Preparer

Firm
Mcconnell & Jones Llp
Address
4828 LOOP CENTRAL DRIVE SUITE 1000, HOUSTON, TX 77081
Preparer
Tene Thomas
Phone
7139681600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The organization has not changed either its oversight process of selection process during the tax year.

Financial Statement Notes

PART X, LINE 2:

The rise academy is a non-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code (the "code"). Accordingly, income taxes are not provided for in the accompanying financial statements. In addition, the academy qualifies for the charitable contribution deduction under section 170(b)(1)(a)(vi) and has been classified as an organization that is not a private foundation under section 509(a)(1) of the code. The academy applies the provisions of fasb asc 740, income taxes, which prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Fasb asc 740 also provides guidance on de-recognition, classification, interest and penalties, accounting in interim periods, disclosure, and transition. The academy believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. Generally, the academy tax returns remain open for federal income tax examination for three years from the date of filing.

Raw XML Appendix372 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt043645
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99720
IRS990ScheduleA/PublicSupportPY170Pct00.99720
IRS990ScheduleA/PublicSupportTotal170Amt015278415
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03282524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03376935
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03139447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02851683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02627826
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015278415
IRS990ScheduleA/TotalSupportAmt015322060
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01429929
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0960119
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02390048
IRS990ScheduleD/EquipmentGrp/BookValueAmt080391
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0129360
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0209751
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03097150
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt065699
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt065699
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016345
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016345
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt032690
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0544
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTEREST PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03292787
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE RISE ACADEMY IS A NON-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). ACCORDINGLY, INCOME TAXES ARE NOT PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE ACADEMY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE CODE. THE ACADEMY APPLIES THE PROVISIONS OF FASB ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE ACADEMY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. GENERALLY, THE ACADEMY TAX RETURNS REMAIN OPEN FOR FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS FROM THE DATE OF FILING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01592364
IRS990ScheduleD/TotalExpensesPerForm990Amt03097150
IRS990ScheduleD/TotalLiabilityAmt0544
IRS990ScheduleD/TotalRevenuePerForm990Amt03292787
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03292787
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03097150
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED THROUGH TRANSPARENT BOARD MEETINGS AND DIRECTOR'S REMINDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE POLICIES AND FINANCIAL STATEMENTS ARE MADE IN PAPER COPIES AND DISTRIBUTED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OF SELECTION PROCESS DURING THE TAX YEAR.
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04027688
IRS990/TotalAssetsEOYAmt04198844
IRS990/TotalAssetsGrp/BOYAmt04027688
IRS990/TotalAssetsGrp/EOYAmt04198844
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03282524
IRS990/TotalEmployeeCnt057
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0818458
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02278692
IRS990/TotalFunctionalExpensesGrp/TotalAmt03097150
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0263893
IRS990/TotalLiabilitiesEOYAmt0239412
IRS990/TotalLiabilitiesGrp/BOYAmt0263893
IRS990/TotalLiabilitiesGrp/EOYAmt0239412
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03763795
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03959432
IRS990/TotalOtherCompensationAmt01266
IRS990/TotalProgramServiceExpensesAmt02278692
IRS990/TotalReportableCompFromOrgAmt0100000
IRS990/TotalRevenueGrp/ExclusionAmt010263
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03292787
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04027688
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04198844
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04396
IRS990/TravelGrp/ProgramServicesAmt09176
IRS990/TravelGrp/TotalAmt013572
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0207 N MLK BLVD
IRS990/USAddress/CityNm0LUBBOCK
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd079403
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.RISEACADEMY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD BAUMGARTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08067440438
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RISE ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0RISE
ReturnHeader/Filer/EIN0752759258
ReturnHeader/Filer/PhoneNum08067440438
ReturnHeader/Filer/USAddress/AddressLine1Txt0207 N MLK BLVD
ReturnHeader/Filer/USAddress/CityNm0LUBBOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079403
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760488832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCONNELL & JONES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04828 LOOP CENTRAL DRIVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077081
ReturnHeader/PreparerPersonGrp/PhoneNum07139681600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TENE THOMAS
ReturnHeader/ReturnTs02024-07-16T14:13:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAUMGARTNER
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.20$0.24$3.96$3.29$3.10$0.20
2023Summary only. Only limited summary data is available for this year.$4.20$0.24$3.96$3.29$3.10$0.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.26$3.76$3.38$3.04$0.35
2021Summary only. Only limited summary data is available for this year.$3.75$0.33$3.42$3.15$2.89$0.26
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.59$3.16$2.86$2.70$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.36$2.99$2.64$2.46$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.40$2.81$2.56$2.25$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.41$2.50$2.24$2.18$0.06
2016Summary only. Only limited summary data is available for this year.$2.90$0.47$2.43$2.21$2.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.48$2.34$2.11$2.06$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.85$0.55$2.30$1.97$1.88$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.59$2.21$1.82
2012Summary only. Only limited summary data is available for this year.$2.81$0.59$2.22$1.80$1.66$0.14
2011Summary only. Only limited summary data is available for this year.$2.68$0.60$2.07$1.81$1.67$0.13