Civic Intelligence

Myrtle Point Rotary Club

990EZ • Fiscal year 2018 • EIN 93-6031806

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 29, 2019

PO Box 266Myrtle Point, OR 97458

(541) 572-3793

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

81st percentile

26%

Higher net margin than 81% 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

60th percentile

7.9%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

60th percentile

8.1%

Faster revenue growth than 60% of similar nonprofits.

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

Assets

Up

$315,746

Up $23,069 (+7.9%) from 2017

Net Assets

Up

$315,746

Up $23,069 (+7.9%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$60,594

Up $4,555 (+8.1%) from 2017

Expenses

Up

$45,015

Up $11,286 (+33%) from 2017

Net Income

Down

$15,579

Down $6,731 (-30%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $180,630Liabilities 2011: $02011Assets 2012: $189,084Liabilities 2012: $02012Assets 2013: $198,182Liabilities 2013: $02013Assets 2014: $214,828Liabilities 2014: $02014Assets 2015: $234,495Net Assets 2015: $234,4952015Assets 2016: $270,367Net Assets 2016: $270,3672016Assets 2017: $292,677Net Assets 2017: $292,6772017Assets 2018: $315,746Net Assets 2018: $315,7462018Assets 2019: $350,426Liabilities 2019: $02019Assets 2020: $324,964Net Assets 2020: $324,9642020Assets 2021: $347,906Net Assets 2021: $347,9062021Assets 2022: $385,624Net Assets 2022: $385,6242022Assets 2023: $422,868Liabilities 2023: $02023Assets 2024: $474,679Liabilities 2024: $02024Assets 2025: $498,476Net Assets 2025: $498,4762025

Highlighted filing

2018

Assets$315,746
Liabilities-
Net Assets$315,746

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $36,734Expenses 2011: $35,716Net Income 2011: $1,0182011Revenue 2012: $43,818Expenses 2012: $35,364Net Income 2012: $8,4542012Revenue 2013: $38,279Expenses 2013: $29,181Net Income 2013: $9,0982013Revenue 2014: $53,019Expenses 2014: $36,373Net Income 2014: $16,6462014Revenue 2015: $48,361Expenses 2015: $28,694Net Income 2015: $19,6672015Revenue 2016: $74,100Expenses 2016: $38,228Net Income 2016: $35,8722016Revenue 2017: $56,039Expenses 2017: $33,729Net Income 2017: $22,3102017Revenue 2018: $60,594Expenses 2018: $45,015Net Income 2018: $15,5792018Revenue 2019: $60,342Expenses 2019: $25,721Net Income 2019: $34,6212019Revenue 2020: $3,879Expenses 2020: $27,173Net Income 2020: -$23,2942020Revenue 2021: $3,753Expenses 2021: $22,801Net Income 2021: -$19,0482021Revenue 2022: $98,061Expenses 2022: $29,888Net Income 2022: $68,1732022Revenue 2023: $68,289Expenses 2023: $46,278Net Income 2023: $22,0112023Revenue 2024: $66,255Expenses 2024: $33,677Net Income 2024: $32,5782024Revenue 2025: $81,322Expenses 2025: $68,333Net Income 2025: $12,9892025

Highlighted filing

2018

Revenue$60,594
Expenses$45,015
Net Income$15,579
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 29, 2019
Return Version
2017v2.2
Gross Receipts
$61,814
Mission and Program Overview

Mission

Organization operated exclusively for the promotion of social welfare.

Program Services

DescriptionGrantsExpenses
The provision of funds for local high school graduates to attend post secondary schooling. Approximately 9-12 scholarships are awarded yearly.$7,750$7,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bill MastPast President-$0--
Debbie JamesSecretary-$0--
Carolyn HoganPresident-$0--
Linda KoopDictionaries-$0--
Julie GrovesPresident-$0--
Walt HoganPresident-$0--
Pamela HitnerYouth Exchange-$0--
Tonya CasadyRyla-$0--
Miriam BrownTreasurer-$0--
Emily GrovesMembership-$0--
Sharon TeylerCommunity Serv-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$56,422$56,422$1,220$55,202
Total Events$56,422$56,422$1,220$55,202
Filing and Contact Details

Filer

Filer Name
Myrtle Point Rotary Club
EIN
93-6031806
Phone
5415723793
Address
PO Box 266, Myrtle Point, OR 97458

Signing Officer

Name
Miriam Brown
Title
Treasurer
Signed
2019-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Generations Tax & Wealth Management LLC
Address
531 SPRUCE ST, MYRTLE POINT, OR 97458-1063
Preparer
Richard S Cunningham
Phone
5415724080
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.9

Class of Activity: Local Projects | Donee's Name: Various Youth Projects | Cash Amount Given: $5200

Grants and Similar Amounts Paid In Excess of $5,000.11

Class of Activity: Scholarship | Donee's Name: Scholarships | Cash Amount Given: $7750

Other Expenses.1001

Advertising and Promotion $554

Other Expenses.1

Sales Items $2962

Other Expenses.2

Contingency $2000

Other Expenses.3

Supplies $390

Raw XML Appendix214 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/PersonNm0Miriam Brown
IRS990EZ/BooksInCareOfDetail/PhoneNum05415725956
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 266
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Myrtle Point
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097458
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0292677
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0315746
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02911
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015579
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03921
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0292677
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0315746
IRS990EZ/FundraisingGrossIncomeAmt056422
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035188
IRS990EZ/GrossReceiptsAmt061814
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0111
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02370
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0292677
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0315746
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0292677
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0315746
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bill Mast
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Debbie James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carolyn Hogan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Linda Koop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Julie Groves
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Walt Hogan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Pamela Hitner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Tonya Casady
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Miriam Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Emily Groves
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Sharon Teyler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Dictionaries
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Youth Exchange
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RYLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Community Serv
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt07490
IRS990EZ/OtherExpensesTotalAmt05906
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Organization operated exclusively for the promotion of social welfare.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The provision of funds for local high school graduates to attend post secondary schooling. Approximately 9-12 scholarships are awarded yearly.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01220
IRS990EZ/SpecialEventsNetIncomeLossAmt055202
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045015
IRS990EZ/TotalProgramServiceExpensesAmt07750
IRS990EZ/TotalRevenueAmt060594
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038059
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0111
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0149
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0141
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt096
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0633
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053618
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt072066
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0273186
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0111
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0149
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt096
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0633
IRS990ScheduleA/InvestmentIncomeCYPct00.00200
IRS990ScheduleA/InvestmentIncomePYPct00.00200
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0908
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0175
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01083
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99450
IRS990ScheduleA/PublicSupportPY509Pct00.99340
IRS990ScheduleA/PublicSupportTotal509Amt0311245
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061702
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057168
IRS990ScheduleA/Total509Grp/TotalAmt0311245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058913
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt080470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057439
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0312961
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01220
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056422
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt055202
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01220
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Local Projects | Donee's Name: Various Youth Projects | Cash Amount Given: $5200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Scholarship | Donee's Name: Scholarships | Cash Amount Given: $7750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Sales Items $2962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Contingency $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $390
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Miriam Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Myrtle Point Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0MYRT
ReturnHeader/Filer/EIN0936031806
ReturnHeader/Filer/PhoneNum05415723793
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 266
ReturnHeader/Filer/USAddress/CityNm0Myrtle Point
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097458
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475420643
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Generations Tax & Wealth Management LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0531 SPRUCE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MYRTLE POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974581063
ReturnHeader/PreparerPersonGrp/PhoneNum05415724080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard S Cunningham
ReturnHeader/ReturnTs02019-01-29T11:18:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.98$4.98$0.81$0.68$0.13
2024Summary only. Only limited summary data is available for this year.$4.75$0.00$0.66$0.34$0.33
2023Summary only. Only limited summary data is available for this year.$4.23$0.00$0.68$0.46$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.86$3.86$0.98$0.30$0.68
2021Detailed filing. Detailed filing data is available for this year.$3.48$3.48$0.04$0.23$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$3.25$0.04$0.27$0.23
2019Summary only. Only limited summary data is available for this year.$3.50$0.00$0.60$0.26$0.35
2018Detailed filing. Detailed filing data is available for this year.$3.16$3.16$0.61$0.45$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$2.93$0.56$0.34$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.70$2.70$0.74$0.38$0.36
2015Detailed filing. Detailed filing data is available for this year.$2.34$2.34$0.48$0.29$0.20
2014Summary only. Only limited summary data is available for this year.$2.15$0.00$0.53$0.36$0.17
2013Summary only. Only limited summary data is available for this year.$1.98$0.00$0.38$0.29$0.09
2012Summary only. Only limited summary data is available for this year.$1.89$0.00$0.44$0.35$0.08
2011Summary only. Only limited summary data is available for this year.$1.81$0.00$0.37$0.36$0.01