Civic Intelligence

Sun Lakes Rotary Foundation 2000

990EZ • Fiscal year 2018 • EIN 86-0947391

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 15, 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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

-5.1%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$240,388

Up $54,278 (+29%) from 2017

Net Assets

Up

$240,388

Up $54,278 (+29%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin90th percentile

Revenue

Down

$122,103

Down $6,548 (-5.1%) from 2017

Expenses

Down

$67,825

Down $29,954 (-31%) from 2017

Net Income

Up

$54,278

Up $23,406 (+76%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2018

Assets$240,388
Liabilities$0
Net Assets$240,388
Open 2018 Filing

Operations Trend

Revenue Growth40th 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

2018

Revenue$122,103
Expenses$67,825
Net Income$54,278
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 15, 2019
Return Version
2017v2.2
Gross Receipts
$122,103
Mission and Program Overview

Mission

Local education & charitable activities

Program Services

DescriptionGrantsExpenses
Other program services-$36,907
CHOICES PROGRAM FOR HIGH SCHOOL STUDENTS MATERIALS AND PRESENTATION OF PROGRAMS IN FIVE SCHOOLS IN CHANDLER UNIFIED SCHOOL DISTRICT-$18,018
PURCHASE AND DISTRIBUTION OF DICTIONARIES TO THIRD GRADE STUDENTS IN CLASS ROOMS IN THE CHANDLER UNIFIED SCHOOL DISTRICT-$10,654
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY WHITINGPresident-$0--
ROWIN FLOTHVice President-$0--
DAVE LOGANSecretary-$0--
MARK GRADYTreasurer-$0--
WILLIAM GIESSINGDirector-$0--
STEVE PERKINSDirector-$0--
TERRI SANDERSDirector-$0--
ED ANDERSONDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
William Giessing
Title
President
Phone
6027415918
Signed
2019-01-15
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 choices program grantee chandler unified sd high schools street 1525 w frye rd city, state, zip chandler, az 85224amount 18,018activity 3rd grade dictionary project grantee chandler unified sd grade schools street 1525 w frye rd city, state, zip chandler, az 85224amount 10,654activity miscellaneous grants under $5000 grantee local educational & charitable amount 36,907”

Description of other expenses Part I line 16

“Description amountconvention registration 495gifts 129filing fee 10bond 90”

Other program services Part III line 31

“Other local educational and charitable projects and donations to qualified 501(c)(3) charitable organizations $36,907”

Raw XML Appendix194 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/BOYAmt0186110
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0240388
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0112411
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt054278
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0729
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0186110
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0240388
IRS990EZ/GrantsAndSimilarAmountsPaidAmt065579
IRS990EZ/GrossReceiptsAmt0122103
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09692
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186110
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0240388
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186110
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0240388
IRS990EZ/OccupancyRentUtltsAndMaintAmt0216
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY WHITING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROWIN FLOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVE LOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK GRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM GIESSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVE PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TERRI SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ED ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0724
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL EDUCATION & CHARITABLE ACTIVITIES
IRS990EZ/PrintingPublicationsPostageAmt0577
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHOICES PROGRAM FOR HIGH SCHOOL STUDENTS MATERIALS AND PRESENTATION OF PROGRAMS IN FIVE SCHOOLS IN CHANDLER UNIFIED SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PURCHASE AND DISTRIBUTION OF DICTIONARIES TO THIRD GRADE STUDENTS IN CLASS ROOMS IN THE CHANDLER UNIFIED SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018018
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110654
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt236907
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067825
IRS990EZ/TotalProgramServiceExpensesAmt065579
IRS990EZ/TotalRevenueAmt0122103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054766
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt071820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt068962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0218707
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09692
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04846
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0106
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018656
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt067337
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt052819
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt043570
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt096448
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0260174
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09692
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04846
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0106
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018656
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96250
IRS990ScheduleA/PublicSupportPY509Pct00.98360
IRS990ScheduleA/PublicSupportTotal509Amt0478881
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0122103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0124639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060979
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102198
IRS990ScheduleA/Total509Grp/TotalAmt0478881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0131795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0128651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0102304
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0497537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CHOICES PROGRAM GRANTEE CHANDLER UNIFIED SD HIGH SCHOOLS STREET 1525 W FRYE RD CITY, STATE, ZIP CHANDLER, AZ 85224AMOUNT 18,018ACTIVITY 3RD GRADE DICTIONARY PROJECT GRANTEE CHANDLER UNIFIED SD GRADE SCHOOLS STREET 1525 W FRYE RD CITY, STATE, ZIP CHANDLER, AZ 85224AMOUNT 10,654ACTIVITY MISCELLANEOUS GRANTS UNDER $5000 GRANTEE LOCAL EDUCATIONAL & CHARITABLE AMOUNT 36,907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCONVENTION REGISTRATION 495GIFTS 129FILING FEE 10BOND 90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER LOCAL EDUCATIONAL AND CHARITABLE PROJECTS AND DONATIONS TO QUALIFIED 501(C)(3) CHARITABLE ORGANIZATIONS $36,907
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM GIESSING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06027415918
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUN LAKES ROTORY 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/AtSubmissionCreationDeviceId00FF28D49946D92511EFEBB2D7A5AD9A838C43679
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00FF28D49946D92511EFEBB2D7A5AD9A838C43679
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08660782019032y0wcdjn
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-02-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.161.187.155
ReturnHeader/FilingSecurityInformation/IPDt02019-02-01
ReturnHeader/FilingSecurityInformation/IPTm013:59:13
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/ReturnTs02019-01-15T19:00:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,388
Liabilities
$0
Net assets
$240,388
Revenue
$122,103
Expenses
$67,825
Net income
$54,278
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
2018Detailed filing. Detailed filing data is available for this year.$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