Civic Intelligence

Sun Lakes Rotary Foundation 2000

990EZ • Fiscal year 2019 • EIN 86-0947391

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 30, 2019

Organization ProfileN/A
4980 S Alma School Rd Ste A2-419Chandler, AZ 85248

(602) 741-5918

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

83rd percentile

45%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$348,128

Up $107,740 (+45%) from 2018

Net Assets

Up

$348,128

Up $107,740 (+45%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

Up

$161,757

Up $39,654 (+32%) from 2018

Expenses

Down

$54,017

Down $13,808 (-20%) from 2018

Net Income

Up

$107,740

Up $53,462 (+98%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$600K$400K$200K$0Assets 2011: $110,453Liabilities 2011: $02011Assets 2012: $101,814Liabilities 2012: $02012Assets 2013: $112,196Liabilities 2013: $0Net Assets 2013: $112,1962013Assets 2014: $103,296Liabilities 2014: $0Net Assets 2014: $103,2962014Assets 2015: $126,377Liabilities 2015: $02015Assets 2016: $152,282Liabilities 2016: $0Net Assets 2016: $152,2822016Assets 2017: $186,110Liabilities 2017: $0Net Assets 2017: $186,1102017Assets 2018: $240,388Liabilities 2018: $0Net Assets 2018: $240,3882018Assets 2019: $348,128Liabilities 2019: $0Net Assets 2019: $348,1282019Assets 2020: $240,586Liabilities 2020: $02020Assets 2021: $295,642Net Assets 2021: $295,6422021Assets 2022: $287,950Net Assets 2022: $287,9502022Assets 2023: $346,028Liabilities 2023: $0Net Assets 2023: $346,0282023Assets 2024: $425,439Liabilities 2024: $0Net Assets 2024: $425,4392024Assets 2025: $427,485Liabilities 2025: $0Net Assets 2025: $427,4852025

Highlighted filing

2019

Assets$348,128
Liabilities$0
Net Assets$348,128
Open 2019 Filing

Operations Trend

Revenue Growth80th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $38,005Expenses 2011: $44,995Net Income 2011: -$6,9902011Revenue 2012: $39,796Expenses 2012: $48,435Net Income 2012: -$8,6392012Revenue 2013: $56,368Expenses 2013: $45,986Net Income 2013: $10,3822013Revenue 2014: $37,593Expenses 2014: $46,493Net Income 2014: -$8,9002014Revenue 2015: $52,701Expenses 2015: $29,620Net Income 2015: $23,0812015Revenue 2016: $73,808Expenses 2016: $51,692Net Income 2016: $22,1162016Revenue 2017: $128,651Expenses 2017: $97,779Net Income 2017: $30,8722017Revenue 2018: $122,103Expenses 2018: $67,825Net Income 2018: $54,2782018Revenue 2019: $161,757Expenses 2019: $54,017Net Income 2019: $107,7402019Revenue 2020: $62,827Expenses 2020: $170,369Net Income 2020: -$107,5422020Revenue 2021: $53,539Expenses 2021: $28,918Net Income 2021: $24,6212021Revenue 2022: $38,913Expenses 2022: $17,779Net Income 2022: $21,1342022Revenue 2023: $60,662Expenses 2023: $14,127Net Income 2023: $46,5352023Revenue 2024: $85,950Expenses 2024: $28,890Net Income 2024: $57,0602024Revenue 2025: $24,612Expenses 2025: $48,352Net Income 2025: -$23,7402025

Highlighted filing

2019

Revenue$161,757
Expenses$54,017
Net Income$107,740
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$161,757
Mission and Program Overview

Mission

Local education & charitable activities

Program Services

DescriptionGrantsExpenses
Other program services-$17,893
DONATION TO SUPPORT LOCAL CHARITY THAT PROVIDES CLOTHING AND LINENS TO THOSE IN NEED-$13,000
PURCHASE AND DISTRIBUTION OF DICTIONARIES TO THIRD GRADE STUDENTS IN CLASS ROOMS IN THE CHANDLER UNIFIED SCHOOL DISTRICT-$11,235
NAVAJO WATER PROJECT TO PROVIDE CLEAN RUNNING WATER TO NAVAJO FAMILIES-$9,541
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROWIN FLOTHPresident-$0--
DAVE LOGANVice President-$0--
WILLIAM GIESSINGTreasurer-$0--
STEVE PERKINSSecretary-$0--
TERRI SANDERSDirector-$0--
JON LYONSDirector-$0--
PETER MEADEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sun Lakes Rotary Foundation 2000
EIN
86-0947391
Address
4980 S ALMA SCHOOL RD STE A2-419, CHANDLER, AZ 85248

Signing Officer

Name
William Giessing
Title
Treasurer
Phone
6027415918
Signed
2019-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Lorie D Blum CPA Pc
Address
10450 E RIGGS RD STE 112, SUN LAKES, AZ 85248
Preparer
Lorie D Blum
Phone
4808955503
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity clothing support grantee clothes cabin street 1100 n alma school rd city, state, zip chandler, az 85224amount 13,000activity 3rd grade dictionary project grantee chandler unified sd grade schools street 1525 w frye rd city, state, zip chandler, az 85224amount 11,235activity navajo water project grantee navajo amount 9,541activity miscellaneous grants under $5000 grantee local eduational & charitable amount 17,893”

Description of other expenses Part I line 16

“Description amountfiling fee 10bond 90check order 67advisor fees 722”

Other program services Part III line 31

“Other local educational and charitable projects and donations to qualified 501(c)(3) charitable organizations $17893”

Raw XML Appendix189 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/PersonNm0WILLIAM GIESSING
IRS990EZ/BooksInCareOfDetail/PhoneNum06027415918
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04980 S ALMA SCHOOL RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHANDLER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085248
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0240388
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0348128
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0156291
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0107740
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0240388
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0348128
IRS990EZ/GrantsAndSimilarAmountsPaidAmt051669
IRS990EZ/GrossReceiptsAmt0161757
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05466
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0240388
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0348128
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0240388
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0348128
IRS990EZ/OccupancyRentUtltsAndMaintAmt0259
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROWIN FLOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVE LOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM GIESSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERRI SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JON LYONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PETER MEADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0889
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL EDUCATION & CHARITABLE ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURCHASE AND DISTRIBUTION OF DICTIONARIES TO THIRD GRADE STUDENTS IN CLASS ROOMS IN THE CHANDLER UNIFIED SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATION TO SUPPORT LOCAL CHARITY THAT PROVIDES CLOTHING AND LINENS TO THOSE IN NEED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2NAVAJO WATER PROJECT TO PROVIDE CLEAN RUNNING WATER TO NAVAJO FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011235
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29541
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt317893
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054017
IRS990EZ/TotalProgramServiceExpensesAmt051669
IRS990EZ/TotalRevenueAmt0161757
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0152366
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054766
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt071820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt068962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0365323
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05465
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09692
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04846
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024015
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt03926
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt057645
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt052819
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt043570
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0157960
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05465
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09692
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04846
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024015
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95610
IRS990ScheduleA/PublicSupportPY509Pct00.96060
IRS990ScheduleA/PublicSupportTotal509Amt0523283
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0156292
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0124639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060979
IRS990ScheduleA/Total509Grp/TotalAmt0523283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0161757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0122103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0128651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060979
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0547298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLOTHING SUPPORT GRANTEE CLOTHES CABIN STREET 1100 N ALMA SCHOOL RD CITY, STATE, ZIP CHANDLER, AZ 85224AMOUNT 13,000ACTIVITY 3RD GRADE DICTIONARY PROJECT GRANTEE CHANDLER UNIFIED SD GRADE SCHOOLS STREET 1525 W FRYE RD CITY, STATE, ZIP CHANDLER, AZ 85224AMOUNT 11,235ACTIVITY NAVAJO WATER PROJECT GRANTEE NAVAJO AMOUNT 9,541ACTIVITY MISCELLANEOUS GRANTS UNDER $5000 GRANTEE LOCAL EDUATIONAL & CHARITABLE AMOUNT 17,893
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTFILING FEE 10BOND 90CHECK ORDER 67ADVISOR FEES 722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER LOCAL EDUCATIONAL AND CHARITABLE PROJECTS AND DONATIONS TO QUALIFIED 501(C)(3) CHARITABLE ORGANIZATIONS $17893
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM GIESSING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06027415918
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUN LAKES ROTARY FOUNDATION 2000
ReturnHeader/Filer/BusinessNameControlTxt0SUNL
ReturnHeader/Filer/EIN0860947391
ReturnHeader/Filer/USAddress/AddressLine1Txt04980 S ALMA SCHOOL RD STE A2-419
ReturnHeader/Filer/USAddress/CityNm0CHANDLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085248
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0820638CA484DFD87BE74225B7C5FD28C99EF4EF7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0820638CA484DFD87BE74225B7C5FD28C99EF4EF7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08660782019303j33cpsi
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-10-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.161.187.155
ReturnHeader/FilingSecurityInformation/IPDt02019-10-30
ReturnHeader/FilingSecurityInformation/IPTm013:43:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203420666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORIE D BLUM CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010450 E RIGGS RD STE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUN LAKES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085248
ReturnHeader/PreparerPersonGrp/PhoneNum04808955503
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORIE D BLUM
ReturnHeader/ReturnTs02019-10-30T13:42:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$348,128
Liabilities
$0
Net assets
$348,128
Revenue
$161,757
Expenses
$54,017
Net income
$107,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.25$0.48$0.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$0.86$0.29$0.57
2023Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.61$0.14$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$2.88$0.39$0.18$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$2.96$0.54$0.29$0.25
2020Summary only. Only limited summary data is available for this year.$2.41$0.00$0.63$1.70$1.08
2019Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$1.62$0.54$1.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$1.22$0.68$0.54
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$1.29$0.98$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.74$0.52$0.22
2015Summary only. Only limited summary data is available for this year.$1.26$0.00$0.53$0.30$0.23
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.38$0.46$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.56$0.46$0.10
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$0.40$0.48$0.09
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$0.38$0.45$0.07