Civic Intelligence

Caps or Celebrating All Persevering Students

990EZ • Fiscal year 2021 • EIN 83-3516184

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileCJLUCKEYCAPS.COM
PO Box 61361San Angelo, TX 76906

(325) 245-6616

Siviq Scores

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

Liabilities / Assets

96th percentile

1.24x

Higher debt load relative to assets than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.36x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

25th percentile

-9.7%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$26,434

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 42.6% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

98th percentile

638%

Faster asset growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

127%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$18,182

Up $15,717 (+638%) from 2020

Net Assets

Down

-$4,318

Down $6,783 (-275%) from 2020

Liabilities

Up

$22,500

Up $22,500 from 2020

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin25th percentile

Revenue

Up

$62,097

Up $34,704 (+127%) from 2020

Expenses

Up

$68,136

Up $43,208 (+173%) from 2020

Net Income

Down

-$6,039

Down $8,504 (-345%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$30K$20K$10K$0-$10KAssets 2019: $2,941Liabilities 2019: $0Net Assets 2019: $2,9412019Assets 2020: $2,465Liabilities 2020: $0Net Assets 2020: $2,4652020Assets 2021: $18,182Liabilities 2021: $22,500Net Assets 2021: -$4,3182021Assets 2022: $7,455Liabilities 2022: $0Net Assets 2022: $7,4552022Assets 2023: $24,975Liabilities 2023: $0Net Assets 2023: $24,9752023Assets 2024: $3,516Liabilities 2024: $0Net Assets 2024: $3,5162024

Highlighted filing

2021

Assets$18,182
Liabilities$22,500
Net Assets-$4,318
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $58,527Expenses 2019: $55,586Net Income 2019: $2,9412019Revenue 2020: $27,393Expenses 2020: $24,928Net Income 2020: $2,4652020Revenue 2021: $62,097Expenses 2021: $68,136Net Income 2021: -$6,0392021Revenue 2022: $122,754Expenses 2022: $110,981Net Income 2022: $11,7732022Revenue 2023: $80,960Expenses 2023: $63,440Net Income 2023: $17,5202023Revenue 2024: $30,214Expenses 2024: $51,673Net Income 2024: -$21,4592024

Highlighted filing

2021

Revenue$62,097
Expenses$68,136
Net Income-$6,039
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$62,097
Mission and Program Overview

Mission

Educational purposes including but not limited to speaking, teaching, and performing music about the concepts of hard work, dedication and perseverance. Presentations will be done at schools, conferences, camps, churches and seminars. Reaching across cultural and educational boundaries to encourage, empower and edify students and educators around the world. The message will inspire and motivate students and educators to persevere inside and outside of th classroom.

Program Services

DescriptionGrantsExpenses
TO EDUCATE THROUGH SPEAKING, TEACHING AND PERFORMING MUSIC ABOUT THE CONCEPTS OF HARD WORK, DEDICATION AND PERSEVERANCE.-$68,136
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL LUCKEY JRDirectorPT$26,434-$26,434
EDWARD SUTTONPresident-$0--
SAMANTHA LUCKEYVice PresidentPT$0--
LAURIAN ETZELDirector-$0--
PATRICK GREENTreasurer-$0--
RACHEL GRAVESSecretary-$0--
LATONIA SUTTONDirector-$0--
LEXI BROOKSDirector-$0--
ZACH GADDISDirector-$0--
BEN LUDWIGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Caps Celebrating All Persevering
EIN
83-3516184
Phone
3252456616
Address
PO Box 61361, SAN ANGELO, TX 76906

Signing Officer

Name
Carl Luckey Jr
Title
Director
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Shelburne Financial Services
Address
3177 EXECUTIVE DR, SAN ANGELO, TX 76904
Preparer
Harold W Shelburne CPA
Phone
3259449447
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $3640”

Other Expenses.1002

“Office Expenses $6203”

Other Expenses.1005

“Travel $9936”

Other Expenses.1009

“Depreciation $1378”

Other Expenses.1012

“Insurance $250”

Other Expenses.1

“SUPPLIES $5311”

Other Expenses.2

“MEALS $3862”

Other Expenses.3

“CONTRACT LABOR $1200”

Other Expenses.4

“AUTO EXPENSES $755”

Other Expenses.5

“TELEPHONE $84”

Other Expenses.6

“TAXES-OTHER $69”

Other Expenses.7

“DUES & SUBSCRIPTIONS $62”

Other Expenses.8

“Repairs & maintenance $58”

Other Expenses.9

“BANK FEES $5”

Other Assets.1

“OTHER - Beginning $1750 OTHER - Ending $0”

Total Liabilities.1003

“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $22500”

Raw XML Appendix202 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CARL LUCKEY JR
IRS990EZ/BooksInCareOfDetail/PhoneNum03252456616
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02635 LINDENWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANGELO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076904
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0715
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016431
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047199
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6039
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03332
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02465
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018182
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt062097
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02465
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-4318
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02465
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-4318
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt820.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt826434
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EDWARD SUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAMANTHA LUCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURIAN ETZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICK GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RACHEL GRAVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LATONIA SUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEXI BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ZACH GADDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CARL LUCKEY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BEN LUDWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01750
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01751
IRS990EZ/OtherChangesInNetAssetsAmt0-744
IRS990EZ/OtherExpensesTotalAmt032813
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL PURPOSES INCLUDING BUT NOT LIMITED TO SPEAKING, TEACHING, AND PERFORMING MUSIC ABOUT THE CONCEPTS OF HARD WORK, DEDICATION AND PERSEVERANCE. PRESENTATIONS WILL BE DONE AT SCHOOLS, CONFERENCES, CAMPS, CHURCHES AND SEMINARS. REACHING ACROSS CULTURAL AND EDUCATIONAL BOUNDARIES TO ENCOURAGE, EMPOWER AND EDIFY STUDENTS AND EDUCATORS AROUND THE WORLD. THE MESSAGE WILL INSPIRE AND MOTIVATE STUDENTS AND EDUCATORS TO PERSEVERE INSIDE AND OUTSIDE OF TH CLASSROOM.
IRS990EZ/ProgramServiceRevenueAmt014898
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EDUCATE THROUGH SPEAKING, TEACHING AND PERFORMING MUSIC ABOUT THE CONCEPTS OF HARD WORK, DEDICATION AND PERSEVERANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068136
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt031991
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt022500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt068136
IRS990EZ/TotalProgramServiceExpensesAmt068136
IRS990EZ/TotalRevenueAmt062097
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CJLUCKEYCAPS.COM
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0823019060
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MCKINNEY INDEPENDENT SCHOOL DISTRIC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $3640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $6203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $9936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $1378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $5311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEALS $3862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONTRACT LABOR $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AUTO EXPENSES $755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TELEPHONE $84
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES-OTHER $69
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DUES & SUBSCRIPTIONS $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12REPAIRS & MAINTENANCE $58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BANK FEES $5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14OTHER - Beginning $1750 OTHER - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Deferred Revenue - Beginning $0 Deferred Revenue - Ending $22500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL LUCKEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPS CELEBRATING ALL PERSEVERING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STUDENTS
ReturnHeader/Filer/BusinessNameControlTxt0CAPS
ReturnHeader/Filer/EIN0833516184
ReturnHeader/Filer/PhoneNum03252456616
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 61361
ReturnHeader/Filer/USAddress/CityNm0SAN ANGELO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076906
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823376137
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHELBURNE FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03177 EXECUTIVE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANGELO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076904
ReturnHeader/PreparerPersonGrp/PhoneNum03259449447
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HAROLD W SHELBURNE CPA
ReturnHeader/ReturnTs02022-11-15T15:11:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARL LUCKEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$18,182
Liabilities
$22,500
Net assets
-$4,318
Revenue
$62,097
Expenses
$68,136
Net income
-$6,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.30$0.52$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.81$0.63$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.23$1.11$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.23$0.04$0.62$0.68$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.27$0.25$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.59$0.56$0.03