Civic Intelligence

The Lantana Foundation XXX-XX-XXXX

990PF • Fiscal year 2015 • EIN 90-6051309

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 15, 2015

Organization Profile
James L Miller TrusteeNorfolk, VA 23510

(757) 961-6476

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

87th percentile

25%

Faster asset growth than 87% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,602,897

Up $318,116 (+25%) from 2014

Net Assets

Up

$1,602,608

Up $322,969 (+25%) from 2014

Liabilities

Down

$289

Down $4,853 (-94%) from 2014

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Up

$643,998

Up $334,428 (+108%) from 2014

Expenses

Up

$96,540

Up $18,273 (+23%) from 2014

Net Income

Up

$547,458

Up $316,155 (+137%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,148,792Liabilities 2011: $0Net Assets 2011: $1,148,7922011Assets 2012: $1,091,428Liabilities 2012: $0Net Assets 2012: $1,091,4282012Assets 2013: $1,059,292Liabilities 2013: $252Net Assets 2013: $1,059,0402013Assets 2014: $1,284,781Liabilities 2014: $5,142Net Assets 2014: $1,279,6392014Assets 2015: $1,602,897Liabilities 2015: $289Net Assets 2015: $1,602,6082015Assets 2016: $1,721,036Liabilities 2016: $2,262Net Assets 2016: $1,718,7742016Assets 2017: $1,732,064Liabilities 2017: $1,108Net Assets 2017: $1,730,9562017Assets 2018: $1,907,147Liabilities 2018: $1,783Net Assets 2018: $1,905,3642018Assets 2019: $2,073,027Liabilities 2019: $0Net Assets 2019: $2,073,0272019Assets 2020: $1,704,620Liabilities 2020: $0Net Assets 2020: $1,704,6202020Assets 2021: $1,694,710Liabilities 2021: $0Net Assets 2021: $1,694,7102021Assets 2022: $1,488,111Liabilities 2022: $0Net Assets 2022: $1,488,1112022Assets 2023: $1,376,644Liabilities 2023: $0Net Assets 2023: $1,376,6442023Assets 2024: $1,289,686Liabilities 2024: $0Net Assets 2024: $1,289,6862024Assets 2025: $1,273,799Liabilities 2025: $0Net Assets 2025: $1,273,7992025

Highlighted filing

2015

Assets$1,602,897
Liabilities$289
Net Assets$1,602,608
Open 2015 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500KExpenses 2011: $64,0502011Expenses 2012: $67,9522012Expenses 2013: $66,9212013Revenue 2014: $309,570Expenses 2014: $78,267Net Income 2014: $231,3032014Revenue 2015: $643,998Expenses 2015: $96,540Net Income 2015: $547,4582015Revenue 2016: $201,247Expenses 2016: $85,078Net Income 2016: $116,1692016Revenue 2017: $135,625Expenses 2017: $114,208Net Income 2017: $21,4172017Revenue 2018: $285,535Expenses 2018: $102,394Net Income 2018: $183,1412018Revenue 2019: $326,166Expenses 2019: $127,267Net Income 2019: $198,8992019Revenue 2020: $628,777Expenses 2020: $942,465Net Income 2020: -$313,6882020Revenue 2021: $192,218Expenses 2021: $203,838Net Income 2021: -$11,6202021Revenue 2022: $103,194Expenses 2022: $309,309Net Income 2022: -$206,1152022Revenue 2023: $58,605Expenses 2023: $169,561Net Income 2023: -$110,9562023Revenue 2024: $85,959Expenses 2024: $172,871Net Income 2024: -$86,9122024Revenue 2025: $195,869Expenses 2025: $210,806Net Income 2025: -$14,9372025

Highlighted filing

2015

Revenue$643,998
Expenses$96,540
Net Income$547,458
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L MILLERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLARCHMONT UNITED METHODIST CH FOUNDATIONDONEE CHARITABLE PURPOSEPCNORFOLK, VA, US$54,000
Paid GrantLARCHMONT UNITED METHODIST CHURCHDONEE CHARITABLE PURPOSE & STAIN GLASS WINDOWSPCNORFOLK, VA, US$25,328
Paid GrantRANDOLPH MACON COLLEGEDONEE CHARITABLE PURPOSE; RENOVATIONS ALUMNI HOUSE, LAMBERT HALL AND ANNUAL FUNDPCASHLAND, VA, US$13,000
Filing and Contact Details

Filer

Filer Name
The Lantana Foundation
EIN
90-6051309
In Care Of
% JAMES L MILLER
Phone
7579616476
Address
JAMES L MILLER TRUSTEE, NORFOLK, VA 23510

Signing Officer

Name
James L Miller
Title
Trustee
Phone
7579616476
Signed
2015-11-15
Discuss with paid preparer
Yes

Preparer

Firm
McPhillips Roberts & Deans PLC
Address
150 Boush Street Suite 1100, Norfolk, VA 23510
Preparer
James E Prince III
Phone
7576407190
Raw XML Appendix315 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11510724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt189993
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0201.735 SH SMALLCAP WORLD FUND
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt096748
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt096748
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt096748
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt098463
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01715
IRS990PF/DistributableAmountGrp/TotalTaxAmt01715
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01715
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01715
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01423
IRS990PF/FMVAssetsEOYAmt02166029
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt05142
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01280756
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01279639
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01999243
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016225
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01983018
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029989
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt098463
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01969254
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01999243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES L MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0JAMES L MILLER TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORFOLK
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES L MILLER
IRS990PF/StatementsRegardingActyGrp/PhoneNum07579166476
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONEE CHARITABLE PURPOSE & STAIN GLASS WINDOWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONEE CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONEE CHARITABLE PURPOSE; RENOVATIONS ALUMNI HOUSE, LAMBERT HALL AND ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LARCHMONT UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LARCHMONT UNITED METHODIST CH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RANDOLPH MACON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01101 JAMESTOWN CRESCENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11101 JAMESTOWN CRESCENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2204 HENRY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ASHLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023508
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123508
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt092328
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019460
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt072868
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt092328
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt077288
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt072868
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES L MILLER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1MARY E TALLENT BLOOM TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0ONE COLLEY AVENUE APT 517
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1c/o JAMES L MILLERONE COLLEY AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NORFOLK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NORFOLK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd023510
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd123510
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt057590
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1412985
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt034760
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1412985
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0166 SH ISHARES CORE S&P 500 ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1PUBLICLY TRADED SECURITIES-LISTING AVAILABLE UPON REQUEST
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-30
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0224489
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE IN BOOK AND FMV CONTRIBUTION
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARY E TALLENT BLOOM TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0c/o JAMES L MILLERONE COLLEY AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NORFOLK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd023510
TaxesSchedule/TaxesDetail/Amt01423
TaxesSchedule/TaxesDetail/Amt1289
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES -ESTIMATE PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES BALANCE DUE
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07579616476
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LANTANA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LANT
ReturnHeader/Filer/EIN0906051309
ReturnHeader/Filer/InCareOfNm0% JAMES L MILLER
ReturnHeader/Filer/PhoneNum07579616476
ReturnHeader/Filer/USAddress/AddressLine1Txt0JAMES L MILLER TRUSTEE
ReturnHeader/Filer/USAddress/CityNm0NORFOLK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McPhillips Roberts & Deans PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 Boush Street Suite 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norfolk
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023510
ReturnHeader/PreparerPersonGrp/PhoneNum07576407190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James E Prince III
ReturnHeader/ReturnTs02015-11-16T07:52:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,602,897
Liabilities
$289
Net assets
$1,602,608
Revenue
$643,998
Expenses
$96,540
Net income
$547,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.20$0.21$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.09$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.06$0.17$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.10$0.31$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.19$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.63$0.94$0.31
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.33$0.13$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.29$0.10$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.14$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.20$0.09$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.64$0.10$0.55
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.28$0.31$0.08$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06