Civic Intelligence

The Southern Documentary Fund

990 • Fiscal year 2022 • EIN 75-2993148

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization ProfileSOUTHERNDOCUMENTARYFUND.ORG
PO Box 3622Durham, NC 27702

(919) 308-3714

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.32x

Higher debt load relative to assets than 83% of similar nonprofits.

2022 filings • NTEE A • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.12x

Higher debt load relative to revenue than 67% of similar nonprofits.

2022 filings • NTEE A • $500k-$1M nonprofits • Source year 2022

Net Margin

11th percentile

-35%

Higher net margin than 11% of similar nonprofits.

2022 filings • NTEE A • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

83rd percentile

$80,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2022 filings • NTEE A • $500k-$1M nonprofits • Source year 2022

Asset Growth

2nd percentile

-51%

Faster asset growth than 2% of similar nonprofits.

2022 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

52%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$271,378

Down $280,610 (-51%) from 2021

Net Assets

Down

$184,914

Down $258,878 (-58%) from 2021

Liabilities

Down

$86,464

Down $21,732 (-20%) from 2021

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin11th percentile

Revenue

Up

$742,475

Up $253,390 (+52%) from 2021

Expenses

Up

$1,001,353

Up $563,862 (+129%) from 2021

Net Income

Down

-$258,878

Down $310,472 (-602%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $117,510Liabilities 2010: $92,121Net Assets 2010: $25,3892010Assets 2011: $142,498Liabilities 2011: $1,179Net Assets 2011: $141,3192011Assets 2012: $134,659Liabilities 2012: $1,620Net Assets 2012: $133,0392012Assets 2013: $423,868Liabilities 2013: $1,723Net Assets 2013: $422,1452013Assets 2014: $326,695Liabilities 2014: $6,147Net Assets 2014: $320,5482014Assets 2015: $355,097Liabilities 2015: $2,082Net Assets 2015: $353,0152015Assets 2016: $802,629Liabilities 2016: $3,184Net Assets 2016: $799,4452016Assets 2017: $892,142Liabilities 2017: $11,253Net Assets 2017: $880,8892017Assets 2018: $839,899Liabilities 2018: $13,639Net Assets 2018: $826,2602018Assets 2021: $551,988Liabilities 2021: $108,196Net Assets 2021: $443,7922021Assets 2022: $271,378Liabilities 2022: $86,464Net Assets 2022: $184,9142022Assets 2023: $881,672Liabilities 2023: $105,936Net Assets 2023: $775,7362023Assets 2024: $1,245,596Liabilities 2024: $204,328Net Assets 2024: $1,041,2682024

Highlighted filing

2022

Assets$271,378
Liabilities$86,464
Net Assets$184,914
Open 2022 Filing

Operations Trend

Revenue Growth68th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $465,661Expenses 2010: $466,525Net Income 2010: -$8642010Revenue 2011: $242,536Expenses 2011: $126,606Net Income 2011: $115,9302011Revenue 2012: $367,231Expenses 2012: $375,511Net Income 2012: -$8,2802012Revenue 2013: $963,672Expenses 2013: $674,566Net Income 2013: $289,1062013Revenue 2014: $625,135Expenses 2014: $732,163Net Income 2014: -$107,0282014Revenue 2015: $1,030,370Expenses 2015: $987,580Net Income 2015: $42,7902015Revenue 2016: $1,390,038Expenses 2016: $993,608Net Income 2016: $396,4302016Revenue 2017: $1,195,153Expenses 2017: $1,113,709Net Income 2017: $81,4442017Revenue 2018: $283,800Expenses 2018: $338,429Net Income 2018: -$54,6292018Revenue 2021: $489,085Expenses 2021: $437,491Net Income 2021: $51,5942021Revenue 2022: $742,475Expenses 2022: $1,001,353Net Income 2022: -$258,8782022Revenue 2023: $1,416,684Expenses 2023: $825,862Net Income 2023: $590,8222023Revenue 2024: $1,485,061Expenses 2024: $1,219,529Net Income 2024: $265,5322024

Highlighted filing

2022

Revenue$742,475
Expenses$1,001,353
Net Income-$258,878
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$742,475
Mission and Program Overview

Mission

Mission: Founded in 2002, The Southern Documentary Fund is a nonprofit arts organization that cultivates documentaries made in or about the American South. Inspired by our core belief that documentaries have the power to change lives, SDF serves as a leading advocate for powerful Southern storytelling, providing filmmakers with professional support, fiscal sponsorship, and creative community.

The southern documentary fund (sdf) cultivates documentary projects made in or about the american south. Inspired by our core belief that documentaries have the power to change lives, we serve as a leading advocate of powerful storytelling, providing filmmakers and artists with professional support, fiscal sponsorship, and creative community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$550,953$141,175▼ $409,778
Savings and Temporary Cash Investments-$129,824-
Land, Buildings, and Equipment, Net$1,035$379▼ $656
Total Assets$551,988$271,378▼ $280,610
Liabilities
Grants Payable$97,550$73,777▼ $23,773
Accounts Payable and Accrued Expenses$10,646$12,687▲ $2,041
Total Liabilities$108,196$86,464▼ $21,732
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$178,036$178,036→ $0
Net Assets With Donor Restrictions$265,756$6,878▼ $258,878
Total Net Assets Fund Balance$443,792$184,914▼ $258,878
Total Liabilities and Net Assets / Fund Balance$551,988$271,378▼ $280,610

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$379$4,550$4,929
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristy BrenemanExecutive DirectorFT$80,000$80,000

Board Members and Trustees

NameTitle
Peter GilbertPresident
Ellen StoltzmanVice President
Eric JohnsonBoard Member
A Kirsten MullenSecretary
Irene Oakley-johnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$420,446
Program Service Revenue
$322,013
Investment Income
$16
Other Revenue
$0
All Other Contributions
$395,446
Change in Net Assets
$-258,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$496,342
Salaries, Compensation, and Employee Benefits$277,193
Grants and Similar Amounts Paid$227,818
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$227,818--$227,818
Other Salaries and Wages$79,994$48,780-$128,774
Current Officers, Directors, Trustees, and Key Employees$80,000--$80,000
Payroll Taxes-$59,669-$59,669
Fees for Services Legal-$15,463-$15,463
Information Technology-$12,710-$12,710
Fees for Services Accounting-$12,132-$12,132
Other Employee Benefits-$8,750-$8,750
Fees for Services Other-$4,730-$4,730
Office Expenses-$3,668-$3,668
Insurance-$1,799-$1,799
Travel-$1,354-$1,354
Advertising-$1,151-$1,151
Occupancy-$1,016-$1,016
Depreciation Depletion-$656-$656
Conferences and Meetings-$150-$150
Other Expenses$439,911$60-$60
Total Functional Expenses$827,723$173,630$0$1,001,353
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
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
Yes
Other officer compensation reviewed
Yes
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

“The 990 tax return is provided to the organization's executive director and finance committee for review and acceptance prior to filing. The finance committee is chaired by the current treasurer of the organization.”

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

“The board of directors maintains a conflict of interest policy statement that is read and signed by all board members annually, or at any point when a new member is appointed.”

Form 990, Part VI, Section B, Line 15

“The board of director reviews and approves all compensation for the executive director. The review includes a comparison of compensation paid by similarly sized peer organization.”

Form 990, Part VI, Section C, Line 19

“Sdf makes its 990 available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Southern Documentary Fund
EIN
75-2993148
Phone
9193083714
Address
PO BOX 3622, DURHAM, NC 27702

Signing Officer

Name
Irene O Johnson
Title
Treasurer
Phone
9193083714
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Irene O Johnson
Formed
2002
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
4
Volunteers
5

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Raw XML Appendix399 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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IRS990/ActivityOrMissionDesc0THE SOUTHERN DOCUMENTARY FUND (SDF) CULTIVATES DOCUMENTARY PROJECTS MADE IN OR ABOUT THE AMERICAN SOUTH. INSPIRED BY OUR CORE BELIEF THAT DOCUMENTARIES HAVE THE POWER TO CHANGE LIVES, WE SERVE AS A LEADING ADVOCATE OF POWERFUL STORYTELLING, PROVIDING FILMMAKERS AND ARTISTS WITH PROFESSIONAL SUPPORT, FISCAL SPONSORSHIP, AND CREATIVE COMMUNITY.
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IRS990/MissionDesc0THE SOUTHERN DOCUMENTARY FUND (SDF) IS AN ARTS NONPROFIT THAT CULTIVATES DOCUMENTARY MEDIA MADE IN OR ABOUT THE SOUTH. INSPIRED BY OUR BELIEF THAT MEDIA HAS THE POWER TO CHANGE LIVES, WE PROVIDE MAKERS WITH DIVERSE RESOURCES, INCLUDING GRANTS, FISCAL SPONSORSHIP, MENTORSHIP, COMMUNITY AWARENESS, EDUCATION, AND TRAINING, ALL TO CHAMPION SOUTHERN DOCUMENTARY AND LOWER BARRIERS TO ENTRY FOR NEW AND EMERGING MAKERS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE SDF MENTORSHIP PROGRAM IS DESIGNED TO PAIR ESTABLISHED FILMMAKERS AND INDUSTRY EXPERTS WITH EMERGING AND NEW FILMMAKERS. WE PROVIDE SUPPORT, WHICH INCLUDES MONTHLY MENTORSHIP MEETINGS WITH FILMMAKERS WHO HAVE IMPACT ON THE COMMUNITY.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0420446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0417860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0454578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0462547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0283374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02038805
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0426
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0497
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0378590
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt014630
IRS990ScheduleA/OtherIncome170Grp/TotalAmt014630
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99260
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02038805
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0420446
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0417860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0454578
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0462547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0283374
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02038805
IRS990ScheduleA/TotalSupportAmt02053932
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0379
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04550
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04929
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0379
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0227818
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MACARTHUR GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS IN THE U.S. ON A MONTHLY BASIS VIA THEIR QUICKBOOKS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 TAX RETURN IS PROVIDED TO THE ORGANIZATION'S EXECUTIVE DIRECTOR AND FINANCE COMMITTEE FOR REVIEW AND ACCEPTANCE PRIOR TO FILING. THE FINANCE COMMITTEE IS CHAIRED BY THE CURRENT TREASURER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS MAINTAINS A CONFLICT OF INTEREST POLICY STATEMENT THAT IS READ AND SIGNED BY ALL BOARD MEMBERS ANNUALLY, OR AT ANY POINT WHEN A NEW MEMBER IS APPOINTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTOR REVIEWS AND APPROVES ALL COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE REVIEW INCLUDES A COMPARISON OF COMPENSATION PAID BY SIMILARLY SIZED PEER ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SDF MAKES ITS 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0551988
IRS990/TotalAssetsEOYAmt0271378
IRS990/TotalAssetsGrp/BOYAmt0551988
IRS990/TotalAssetsGrp/EOYAmt0271378
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0420446
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0173630
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0827723
IRS990/TotalFunctionalExpensesGrp/TotalAmt01001353
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0108196
IRS990/TotalLiabilitiesEOYAmt086464
IRS990/TotalLiabilitiesGrp/BOYAmt0108196
IRS990/TotalLiabilitiesGrp/EOYAmt086464
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0443792
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0184914
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0827723
IRS990/TotalProgramServiceRevenueAmt0322013
IRS990/TotalReportableCompFromOrgAmt080000
IRS990/TotalRevenueGrp/ExclusionAmt016
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0322013
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0742475
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0551988
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0271378
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01354
IRS990/TravelGrp/TotalAmt01354
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3622
IRS990/USAddress/CityNm0DURHAM
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027702
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0SOUTHERNDOCUMENTARYFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IRENE O JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09193083714
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN DOCUMENTARY FUND
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0752993148
ReturnHeader/Filer/PhoneNum09193083714
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3622
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST TRADE STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07049985200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN NORMAN
ReturnHeader/ReturnTs02023-11-15T15:58:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0IRENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$271,378
Liabilities
$86,464
Net assets
$184,914
Revenue
$742,475
Expenses
$1,001,353
Net income
-$258,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.20$1.04$1.49$1.22$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.11$0.78$1.42$0.83$0.59
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.09$0.18$0.74$1.00$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.11$0.44$0.49$0.44$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.01$0.83$0.28$0.34$0.05
2017Summary only. Only limited summary data is available for this year.$0.89$0.01$0.88$1.20$1.11$0.08
2016Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$1.39$0.99$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.35$1.03$0.99$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.01$0.32$0.63$0.73$0.11
2013Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$0.96$0.67$0.29
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.37$0.38$0.01
2011Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.24$0.13$0.12
2010Summary only. Only limited summary data is available for this year.$0.12$0.09$0.03$0.47$0.47$0.00