Civic Intelligence

Iowa State Acacia Chapter Foundation

990 • Fiscal year 2021 • EIN 84-3719027

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 11, 2022

Organization ProfileN/A
834 South East Michael DrAnkeny, IA 50021-3671

(515) 257-4683

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

56th percentile

13%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

68th percentile

23%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

23rd percentile

-35%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$324,780

Up $60,061 (+23%) from 2020

Net Assets

Up

$324,780

Up $60,061 (+23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin56th percentile

Revenue

Down

$377,296

Down $199,902 (-35%) from 2020

Expenses

Up

$328,928

Up $15,299 (+4.9%) from 2020

Net Income

Down

$48,368

Down $215,201 (-82%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$800K$600K$400K$200K$0Assets 2019: $1,150Liabilities 2019: $02019Assets 2020: $264,719Liabilities 2020: $0Net Assets 2020: $264,7192020Assets 2021: $324,780Liabilities 2021: $0Net Assets 2021: $324,7802021Assets 2022: $456,071Liabilities 2022: $0Net Assets 2022: $456,0712022Assets 2023: $579,170Liabilities 2023: $0Net Assets 2023: $579,1702023Assets 2024: $680,529Liabilities 2024: $0Net Assets 2024: $680,5292024

Highlighted filing

2021

Assets$324,780
Liabilities$0
Net Assets$324,780
Open 2021 Filing

Operations Trend

Revenue Growth23rd percentile

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

$600K$400K$200K$0Revenue 2019: $1,150Expenses 2019: $0Net Income 2019: $1,1502019Revenue 2020: $577,198Expenses 2020: $313,629Net Income 2020: $263,5692020Revenue 2021: $377,296Expenses 2021: $328,928Net Income 2021: $48,3682021Revenue 2022: $277,327Expenses 2022: $78,428Net Income 2022: $198,8992022Revenue 2023: $158,743Expenses 2023: $68,503Net Income 2023: $90,2402023Revenue 2024: $126,604Expenses 2024: $68,343Net Income 2024: $58,2612024

Highlighted filing

2021

Revenue$377,296
Expenses$328,928
Net Income$48,368
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 11, 2022
Return Version
2021v4.2
Gross Receipts
$377,296
Mission and Program Overview

Mission

To raise funds for scholarships for the members of the acacia fraternity chapter at iowa state university and reimburse the alumni board for educational-use expenses incurred in the operation of the chapter house.

To raise funds to build and maintain a chapter house of the iowa state chapter of acacia fraternity and to provide scholarships for the members of iowa state chapter of acacia fraternity

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,025$315,289▲ $299,264
Cash and Non-Interest-Bearing Accounts$16,471$6,456▼ $10,015
Savings and Temporary Cash Investments$232,223$3,035▼ $229,188
Total Assets$264,719$324,780▲ $60,061
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$315,289-
Net Assets Without Donor Restrictions$264,719$9,491▼ $255,228
Total Net Assets Fund Balance$264,719$324,780▲ $60,061
Total Liabilities and Net Assets / Fund Balance$264,719$324,780▲ $60,061

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$16,284$287,497▲ $11,508-$315,289
2020-$16,025▲ $259-$16,284
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
James H DavisPresident
Gene D LuchtVice President
Craig a BuskeAt Large Director
John T LynchAt Large Director
Richard W TaylorAt Large Director
Harold D Zarr JrSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$360,186
Program Service Revenue
$0
Investment Income
$17,110
Other Revenue
$0
All Other Contributions
$360,186
Change in Net Assets
$48,368

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$118,749Value on Date Received
Total Noncash Contributions5$118,749-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$327,849
Other Expenses$1,079
Total Fundraising Expense$1,079
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$327,849--$327,849
Advertising--$1,079$1,079
Total Functional Expenses$327,849$0$1,079$328,928
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
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 A, Line 8B

“There are no board committees at this time.”

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

“Prior to submission of form 990 it is shared with the members of the board for their review and approval. This is noted in the minutes of the board.”

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

“At the quarterly meetings any issue that might give rise to a conflict of interest is raised and debated. Absolutely no conflicts of interest have been identified or raised to this point in time.”

Form 990, Part VI, Section C, Line 19

“In the newsletter to the alumni a notice is given that the organization documents are made available upon request. We are in the process of developing a website will be developed where these documents will be made available as well.”

Form 990- Part VI - 9

“Addresses of board members who do not reside at foundation address: james h davis 27483 n 103rd way scottsdale az 85262 gene d lucht 303 nw horizon ct ankeny, ia 50023 craig a buske 5035 holly ln north #4 plymouth, mn 55446 john t lynch 5106 crane st clear lake, ia 50428 richard w taylor 3113 pasadena ave apt #12 sacramento, ca 95821”

Form 990- Part VI Section B Line 11A

“All members of the board are provided with a complete copy of all documents related to form 990 and applicable schedules for their review and approval prior to submission to the internal revenue service.”

Form 990- Part VI Section C Line 19

“The alumni of the fraternity are provided with information on a regular basis about the operations of the foundation. They are informed that they may have copies of the form 990 if requested.”

Form 990- Part VI - Line 1A

“Not applicable as there are no differences in voting rights for board members”

Filing and Contact Details

Filer

Filer Name
Iowa State Acacia Chapter Foundation
EIN
84-3719027
Phone
5152574683
Address
834 SOUTH EAST MICHAEL DR, ANKENY, IA 50021-3671

Signing Officer

Name
James H Davis
Title
President
Phone
5152574683
Signed
2022-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James H Davis
Formed
2019
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Hammond Travers & Tuttle Pc
Address
6263 N SCOTTSDALE RD STE 250, SCOTTSDALE, AZ 85250-5426
Preparer
Jerry L Tuttle CPA
Phone
4809982755
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Only earnings and limited capital gains from these accounts may be disbursed. The endowment funds are currently divided between three accounts. The first account is used to reimburse expenses related to the educational-use portion of the facility which includes items such as utilities and property taxes. The second account is used to generate funds which are then distributed to members of the fraternity who live in the chapter house and who meet specific gradepoint and activity requirements. The third account is a "named account" for a former member of the fraternity. This account has a set of specific requirements as specified by the originator of the account and agreed to by all contributors. Distributions from the education-use account will begin in february 2022. Scholarships will be paid from the endowed scholarship and named scholarship accounts beginning in september 2022. As of december 31, 2021 the balances in the accounts net of gains and losses for the year, were as follows: endowed chapter house account $19,692 endowed scholarship account $152,604 named scholarship account $142,993 total value of endowed account dec 31,2021 $315,289”

Raw XML Appendix374 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/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3AT LARGE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT LARGE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT LARGE DIRECTOR
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PAID FOR PUBLICATIONS DESCRIBING THE USE OF THE FUNDS THAT WERE RAISED WHICH WERE MAILED TO THE ALUMNI OF THE FRATERNITY. THESE PUBLICATIONS WERE DESIGNED TO PROVIDE THE ALUMNI WITH INFORMATION ON THE NEW CHAPTER HOUSE AND HOW THE FUNDS DONATED BY THE ALUMNI WERE USED IN ITS CONSTRUCTION. ADDITIONAL INFORMATION WAS INCLUDED THAT INVITED ALUMNI WHO HAD NOT CONTRIBUTED WITH INFORMATION ON ADDITIONAL PROGRAMS WHICH THEY COULD SUPPORT WITH DONATIONS.
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IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0142993
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ONLY EARNINGS AND LIMITED CAPITAL GAINS FROM THESE ACCOUNTS MAY BE DISBURSED. THE ENDOWMENT FUNDS ARE CURRENTLY DIVIDED BETWEEN THREE ACCOUNTS. THE FIRST ACCOUNT IS USED TO REIMBURSE EXPENSES RELATED TO THE EDUCATIONAL-USE PORTION OF THE FACILITY WHICH INCLUDES ITEMS SUCH AS UTILITIES AND PROPERTY TAXES. THE SECOND ACCOUNT IS USED TO GENERATE FUNDS WHICH ARE THEN DISTRIBUTED TO MEMBERS OF THE FRATERNITY WHO LIVE IN THE CHAPTER HOUSE AND WHO MEET SPECIFIC GRADEPOINT AND ACTIVITY REQUIREMENTS. THE THIRD ACCOUNT IS A "NAMED ACCOUNT" FOR A FORMER MEMBER OF THE FRATERNITY. THIS ACCOUNT HAS A SET OF SPECIFIC REQUIREMENTS AS SPECIFIED BY THE ORIGINATOR OF THE ACCOUNT AND AGREED TO BY ALL CONTRIBUTORS. DISTRIBUTIONS FROM THE EDUCATION-USE ACCOUNT WILL BEGIN IN FEBRUARY 2022. SCHOLARSHIPS WILL BE PAID FROM THE ENDOWED SCHOLARSHIP AND NAMED SCHOLARSHIP ACCOUNTS BEGINNING IN SEPTEMBER 2022. AS OF DECEMBER 31, 2021 THE BALANCES IN THE ACCOUNTS NET OF GAINS AND LOSSES FOR THE YEAR, WERE AS FOLLOWS: ENDOWED CHAPTER HOUSE ACCOUNT $19,692 ENDOWED SCHOLARSHIP ACCOUNT $152,604 NAMED SCHOLARSHIP ACCOUNT $142,993 TOTAL VALUE OF ENDOWED ACCOUNT DEC 31,2021 $315,289
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt05
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0VALUE ON DATE RECEIVED
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0118749
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RECIEVED DONATIONS OF BOTH MUTUAL FUND SHARES AND SHARES OF COMMON STOCK IN CALENDAR YEAR 2021. THESE DONATIONS WERE DEPOSITED DIRECTLY INTO OUR ACCOUNT AT VANGUARD. THEY WERE SOLD AS SOON AS POSSIBLE AFTER RECIEPT INTO THE VANGUARD ACCOUNT BY VANGUARD AT THE DIRECTION OF THE SECRETARY TREASURER OF THE FOUNDATION. THE VALUE OF THE SECURITY IS DETERMINED ON THE DATE OF RECEIPT. THE SECURITIES THAT WERE RECEIVED ARE LISTED AND IDENTIFIED AS NON-CASH DONATIONS IN DETAIL ON SCHEDULE B PART II
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 32B:
IRS990ScheduleM/ThirdPartiesUsedInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO BOARD COMMITTEES AT THIS TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO SUBMISSION OF FORM 990 IT IS SHARED WITH THE MEMBERS OF THE BOARD FOR THEIR REVIEW AND APPROVAL. THIS IS NOTED IN THE MINUTES OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT THE QUARTERLY MEETINGS ANY ISSUE THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST IS RAISED AND DEBATED. ABSOLUTELY NO CONFLICTS OF INTEREST HAVE BEEN IDENTIFIED OR RAISED TO THIS POINT IN TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IN THE NEWSLETTER TO THE ALUMNI A NOTICE IS GIVEN THAT THE ORGANIZATION DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. WE ARE IN THE PROCESS OF DEVELOPING A WEBSITE WILL BE DEVELOPED WHERE THESE DOCUMENTS WILL BE MADE AVAILABLE AS WELL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADDRESSES OF BOARD MEMBERS WHO DO NOT RESIDE AT FOUNDATION ADDRESS: JAMES H DAVIS 27483 N 103RD WAY SCOTTSDALE AZ 85262 GENE D LUCHT 303 NW HORIZON CT ANKENY, IA 50023 CRAIG A BUSKE 5035 HOLLY LN NORTH #4 PLYMOUTH, MN 55446 JOHN T LYNCH 5106 CRANE ST CLEAR LAKE, IA 50428 RICHARD W TAYLOR 3113 PASADENA AVE APT #12 SACRAMENTO, CA 95821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL MEMBERS OF THE BOARD ARE PROVIDED WITH A COMPLETE COPY OF ALL DOCUMENTS RELATED TO FORM 990 AND APPLICABLE SCHEDULES FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ALUMNI OF THE FRATERNITY ARE PROVIDED WITH INFORMATION ON A REGULAR BASIS ABOUT THE OPERATIONS OF THE FOUNDATION. THEY ARE INFORMED THAT THEY MAY HAVE COPIES OF THE FORM 990 IF REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NOT APPLICABLE AS THERE ARE NO DIFFERENCES IN VOTING RIGHTS FOR BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990- PART VI - 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990- PART VI SECTION B LINE 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990- PART VI SECTION C LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990- PART VI - LINE 1A
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IRS990/SignificantChangeInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0264719
IRS990/TotalAssetsEOYAmt0324780
IRS990/TotalAssetsGrp/BOYAmt0264719
IRS990/TotalAssetsGrp/EOYAmt0324780
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0360186
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01079
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0327849
IRS990/TotalFunctionalExpensesGrp/TotalAmt0328928
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0264719
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0324780
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0327849
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017110
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0377296
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0264719
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0324780
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SCOTTSDALE
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd0852628948
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES H DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05152574683
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOWA STATE ACACIA CHAPTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IOWA
ReturnHeader/Filer/EIN0843719027
ReturnHeader/Filer/PhoneNum05152574683
ReturnHeader/Filer/USAddress/AddressLine1Txt0834 SOUTH EAST MICHAEL DR
ReturnHeader/Filer/USAddress/CityNm0ANKENY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0500213671
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860267201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMMOND TRAVERS & TUTTLE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06263 N SCOTTSDALE RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0852505426
ReturnHeader/PreparerPersonGrp/PhoneNum04809982755
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY L TUTTLE CPA
ReturnHeader/ReturnTs02022-07-11T18:33:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIS
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$324,780
Liabilities
$0
Net assets
$324,780
Revenue
$377,296
Expenses
$328,928
Net income
$48,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$1.27$0.68$0.58
2023Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$1.59$0.69$0.90
2022Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$2.77$0.78$1.99
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$3.77$3.29$0.48
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$5.77$3.14$2.64
2019Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.01