Civic Intelligence

The Lantana Foundation XXX-XX-XXXX

990PF • Fiscal year 2019 • EIN 90-6051309

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 15, 2020

512 Ridge Top RoadHenrico, VA 23229

(757) 961-6476

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,073,027

Up $165,880 (+8.7%) from 2018

Net Assets

Up

$2,073,027

Up $167,663 (+8.8%) from 2018

Liabilities

Down

$0

Down $1,783 (-100%) from 2018

Revenue

Up

$326,166

Up $40,631 (+14%) from 2018

Expenses

Up

$127,267

Up $24,873 (+24%) from 2018

Net Income

Up

$198,899

Up $15,758 (+8.6%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$2,073,027
Liabilities$0
Net Assets$2,073,027

Operations Trend

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

2019

Revenue$326,166
Expenses$127,267
Net Income$198,899
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 15, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L MILLERTrustee-$0--
PAGE M JOHNSONTrustee-$0--
ELIZABETH M PARRISHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lantana Foundation
EIN
90-6051309
In Care Of
% ELIZABETH M PARRISH
Phone
7579616476
Address
512 Ridge Top Road, Henrico, VA 23229

Signing Officer

Name
Elizabeth Parrish
Title
Co-trustee
Phone
7576407190
Signed
2020-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
150 Boush Street Suite 1100, Norfolk, VA 23510
Preparer
James E Prince III
Phone
7576407190
Raw XML Appendix372 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES L MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAGE M JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELIZABETH M PARRISH
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0119901
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02391
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0119901
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0512 RIDGE TOP ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HENRICO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023229
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ELIZABETH M PARRISH
IRS990PF/StatementsRegardingActyGrp/PhoneNum07579166476
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES L MILLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt187000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONEE CHARITABLE PURPOSE; 2017 PLEDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONEE CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FURTHER DONEE'S CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONEE'S CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LARCHMONT UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RANDOLPH MACON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOCA GRANDE UM CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01101 JAMESTOWN CRESCENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1204 HENRY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2580 MASSIE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3325 3RD ST W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ASHLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOCA GRANDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023508
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333921
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0119901
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/AppliedToYear1Amt0119901
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0127944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0119901
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0127944
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0119901
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES L MILLER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JAMES L MILLER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0ONE COLLEY AVENUE APT 517
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1ONE COLLEY AVENUE APT 517
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/TotalContributionsAmt041516
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt140544
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt041516
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt140544
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0165 SHS ISHARES CORE S&P 500 ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1137 SHS ISHARES CORE S&P 500 ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-04-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt131236
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN FMV AND COST BASIS OF
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CURRENT YEAR CONTRIBUTION
TaxesSchedule/TaxesDetail/Amt02391
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES 2018
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH PARRISH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07576407190
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lantana Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELIZABETH M PARRISH CO TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0LANT
ReturnHeader/Filer/EIN0906051309
ReturnHeader/Filer/InCareOfNm0% ELIZABETH M PARRISH
ReturnHeader/Filer/PhoneNum07579616476
ReturnHeader/Filer/USAddress/AddressLine1Txt0512 Ridge Top Road
ReturnHeader/Filer/USAddress/CityNm0Henrico
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
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/PreparationDt02020-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James E Prince III
ReturnHeader/ReturnTs02020-02-10T06:41:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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