Civic Intelligence

Amalgamated Transit Union 589

990 • Fiscal year 2023 • EIN 04-1103405

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

50 Federal Street 9th FloorBoston, MA 02110

(617) 542-8212

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2023 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2023

Net Margin

26th percentile

0.3%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

43rd percentile

$179,988

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2023 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2023

Asset Growth

29th percentile

2.0%

Faster asset growth than 29% of similar nonprofits.

2023 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$824,918

Up $16,275 (+2.0%) from 2022

Net Assets

Up

$823,359

Up $14,716 (+1.8%) from 2022

Liabilities

Up

$1,559

Up $1,559 from 2022

Revenue

Up

$5,399,835

Up $629,114 (+13%) from 2022

Expenses

Down

$5,385,119

Down $30,481 (-0.6%) from 2022

Net Income

Up

$14,716

Up $659,595 (+102%) from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $811,473Liabilities 2011: $0Net Assets 2011: $811,4732011Assets 2012: $1,360,799Liabilities 2012: $0Net Assets 2012: $1,360,7992012Assets 2013: $1,173,655Liabilities 2013: $7,578Net Assets 2013: $1,166,0772013Assets 2014: $1,615,825Liabilities 2014: $0Net Assets 2014: $1,615,8252014Assets 2015: $2,256,909Liabilities 2015: $0Net Assets 2015: $2,256,9092015Assets 2016: $3,290,837Liabilities 2016: $0Net Assets 2016: $3,290,8372016Assets 2017: $3,100,297Liabilities 2017: $12,937Net Assets 2017: $3,087,3602017Assets 2018: $3,120,537Liabilities 2018: $0Net Assets 2018: $3,120,5372018Assets 2019: $2,689,288Liabilities 2019: $6,894Net Assets 2019: $2,682,3942019Assets 2020: $1,430,185Liabilities 2020: $0Net Assets 2020: $1,430,1852020Assets 2021: $1,463,142Liabilities 2021: $9,620Net Assets 2021: $1,453,5222021Assets 2022: $808,643Liabilities 2022: $0Net Assets 2022: $808,6432022Assets 2023: $824,918Liabilities 2023: $1,559Net Assets 2023: $823,3592023Assets 2024: $1,931,233Liabilities 2024: $5,589Net Assets 2024: $1,925,6442024Assets 2025: $3,451,936Liabilities 2025: $7,434Net Assets 2025: $3,444,5022025

Highlighted filing

2023

Assets$824,918
Liabilities$1,559
Net Assets$823,359

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,573,2552011Expenses 2012: $3,471,8142012Revenue 2013: $3,754,426Expenses 2013: $3,949,148Net Income 2013: -$194,7222013Revenue 2014: $4,585,727Expenses 2014: $4,135,979Net Income 2014: $449,7482014Revenue 2015: $5,228,714Expenses 2015: $4,587,630Net Income 2015: $641,0842015Revenue 2016: $5,641,501Expenses 2016: $4,607,573Net Income 2016: $1,033,9282016Revenue 2017: $4,599,413Expenses 2017: $4,802,890Net Income 2017: -$203,4772017Revenue 2018: $4,636,436Expenses 2018: $4,603,259Net Income 2018: $33,1772018Revenue 2019: $4,659,287Expenses 2019: $5,097,430Net Income 2019: -$438,1432019Revenue 2020: $4,501,885Expenses 2020: $5,754,094Net Income 2020: -$1,252,2092020Revenue 2021: $4,851,590Expenses 2021: $4,828,253Net Income 2021: $23,3372021Revenue 2022: $4,770,721Expenses 2022: $5,415,600Net Income 2022: -$644,8792022Revenue 2023: $5,399,835Expenses 2023: $5,385,119Net Income 2023: $14,7162023Revenue 2024: $6,756,398Expenses 2024: $5,654,113Net Income 2024: $1,102,2852024Revenue 2025: $7,522,100Expenses 2025: $6,003,242Net Income 2025: $1,518,8582025

Highlighted filing

2023

Revenue$5,399,835
Expenses$5,385,119
Net Income$14,716
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Gross Receipts
$5,399,835
Mission and Program Overview

Mission

To Promote the Ideals as Stated in the Constitution and Bylaws

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$523,087$467,343▼ $55,744
Cash and Non-Interest-Bearing Accounts$245,927$320,964▲ $75,037
Land, Buildings, and Equipment, Net$9,260$6,242▼ $3,018
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$808,643$824,918▲ $16,275
Other Assets Total$30,369$30,369→ $0
Liabilities
Accounts Payable and Accrued Expenses-$1,559-
Total Liabilities$0$1,559▲ $1,559
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$808,643$823,359▲ $14,716
Total Net Assets Fund Balance$808,643$823,359▲ $14,716
Total Liabilities and Net Assets / Fund Balance$808,643$824,918▲ $16,275

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,242$51,425$57,667
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James M Evers JrPresidentFT$179,988$179,988
Jose CruzDelegateFT$153,613$153,613
William BerardinoVice PresidentFT$143,078$143,078
James BradleyTreasurerFT$142,412$142,412
Wayne PeacockRec SecretaryorFT$140,326$140,326
Heriberto CoraDelegateFT$138,024$138,024
Scott PageDelegateFT$137,251$137,251
Karen MaxwellAsst SecretaryFT$136,654$136,654
Roudy JeanDelegateFT$136,396$136,396
John MersereauDelegateFT$136,133$136,133
Henry DunnDelegateFT$133,457$133,457

Highest Paid Contractors

ContractorServicesLocationCompensation
617 MediaMedia28 STATE STREET, Boston, MA 02109-
Beta One SolutionsSecurity Management125 PARK OF COMMERCE DRIVE 207, Savannah, GA 31405-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,101,962
Investment Income
$19,895
Other Revenue
$277,978
Change in Net Assets
$14,716

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,399,835
Total Revenue per Audited Statements
$5,399,835
Total Revenue per Form 990
$5,399,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,241,111
Salaries, Compensation, and Employee Benefits$2,144,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$1,577,332
Payments to Affiliates---$971,510
Fees for Services Other---$421,600
All Other Expenses---$413,781
Other Salaries and Wages---$406,662
Conferences and Meetings---$279,341
Fees for Services Legal---$196,042
Occupancy---$191,735
Payroll Taxes---$160,014
Other Expenses---$83,185
Fees for Services Accounting---$40,025
Depreciation Depletion---$3,018
Total Functional Expenses$0$0$0$5,385,119

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,385,119
Total Expenses per Audited Statements$5,385,119
Total Expenses per Form 990$5,385,119
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$500

Section 527 Organizations

OrganizationLocationAmount
-Boston, MA$500
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Employees of mbta in covered positions

Form 990, Part VI, Section A, Line 7A

MONTHLY MEETING AND VOTE

Form 990, Part VI, Section A, Line 7B

Decisions relating to membership and votes to approve or reject actions by governing body at monthly meetings

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section B, Line 12C

The organization monitors and enforces compliance by holding biweekly board meetings, and monthly financial reports are approved by membership

Form 990, Part VI, Section C, Line 19

Conflict of interest policy and financial statements are available upon request

Filing and Contact Details

Filer

Filer Name
Amalgamated Transit Union 589
EIN
04-1103405
Phone
6175428212
Address
50 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110

Signing Officer

Name
James Bradley
Title
Finan. Treas
Signed
2024-05-01
Discuss with paid preparer
Yes

Organization Details

Formed
1912
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
0
Employees
59

Preparer

Firm
Qrga Llp
Address
220 Norwood Park S, Norwood, MA 02062
Preparer
Donna Neely
Phone
7815510040
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0823359
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0191735
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030369
IRS990/OtherAssetsTotalGrp/EOYAmt030369
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT ARBITRATION & APPEALS
IRS990/OtherExpensesGrp/Desc1GENERAL EXPENSE
IRS990/OtherExpensesGrp/Desc2CONTRACT BOOKS
IRS990/OtherExpensesGrp/Desc3OTHER PER CAPITA TAXES
IRS990/OtherExpensesGrp/TotalAmt0405283
IRS990/OtherExpensesGrp/TotalAmt1145475
IRS990/OtherExpensesGrp/TotalAmt290116
IRS990/OtherExpensesGrp/TotalAmt383185
IRS990/OtherRevenueMiscGrp/BusinessCd0480000
IRS990/OtherRevenueMiscGrp/BusinessCd1480000
IRS990/OtherRevenueMiscGrp/Desc0GOLF TOURNAMENT INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt052920
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1225058
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt052920
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1225058
IRS990/OtherRevenueTotalAmt0277978
IRS990/OtherSalariesAndWagesGrp/TotalAmt0406662
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0971510
IRS990/PayrollTaxesGrp/TotalAmt0160014
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0485000
IRS990/ProgramServiceRevenueGrp/BusinessCd1485000
IRS990/ProgramServiceRevenueGrp/Desc0INT'L DEATH BENEFITS
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt082000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15019962
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt082000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15019962
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt05983
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03370708
IRS990/PYOtherRevenueAmt069524
IRS990/PYProgramServiceRevenueAmt04695214
IRS990/PYRevenuesLessExpensesAmt0-644879
IRS990/PYSalariesCompEmpBnftPaidAmt02044892
IRS990/PYTotalExpensesAmt05415600
IRS990/PYTotalRevenueAmt04770721
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt014716
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0523087
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0467343
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/PoliticalExpendituresAmt0500
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0DIANA DIZOGLIO
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt0500
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0MA STATE HOUSE ROOM 230
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0BOSTON
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd002133
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Cash Contribution to BCU Cope Fund & Donations to Campaigns
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleD/EquipmentGrp/BookValueAmt06242
IRS990ScheduleD/EquipmentGrp/DepreciationAmt051425
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt057667
IRS990ScheduleD/ExpensesSubtotalAmt05385119
IRS990ScheduleD/RevenueSubtotalAmt05399835
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06242
IRS990ScheduleD/TotalExpensesPerForm990Amt05385119
IRS990ScheduleD/TotalRevenuePerForm990Amt05399835
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05399835
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05385119
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0179988
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1153613
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES M EVERS JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOSE CRUZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DELEGATE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0179988
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1153613
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPLOYEES OF MBTA IN COVERED POSITIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONTHLY MEETING AND VOTE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS RELATING TO MEMBERSHIP AND VOTES TO APPROVE OR REJECT ACTIONS BY GOVERNING BODY AT MONTHLY MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization monitors and enforces compliance by holding biweekly board meetings, and monthly financial reports are approved by membership
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conflict of interest policy and financial statements are available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0808643
IRS990/TotalAssetsEOYAmt0824918
IRS990/TotalAssetsGrp/BOYAmt0808643
IRS990/TotalAssetsGrp/EOYAmt0824918
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt059
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05385119
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01559
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01559
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0808643
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0823359
IRS990/TotalProgramServiceRevenueAmt05101962
IRS990/TotalReportableCompFromOrgAmt01577332
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05399835
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05399835
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0808643
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0824918
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt050 FEDERAL STREET 9TH FLOOR
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002110
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0carmensunion.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BRADLEY

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.$3.45$0.01$3.44$7.52$6.00$1.52
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.01$1.93$6.76$5.65$1.10
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$5.40$5.39$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$4.77$5.42$0.64
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.01$1.45$4.85$4.83$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$4.50$5.75$1.25
2019Detailed filing. Detailed filing data is available for this year.$2.69$0.01$2.68$4.66$5.10$0.44
2018Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$4.64$4.60$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.01$3.09$4.60$4.80$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$5.64$4.61$1.03
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$5.23$4.59$0.64
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$4.59$4.14$0.45
2013Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.17$3.75$3.95$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$3.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$3.57