Civic Intelligence

Bourne Conservation Trust

990 • Fiscal year 2018 • EIN 04-2767827

May 01, 2017 to Apr 30, 2018 • Filed on Aug 27, 2018

Organization ProfileWWW.BOURNECONSERVATIONTRUST.ORG
P O Box 203Cataumet, MA 02534

(508) 563-2884

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

66th percentile

6.4%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

208%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$14,384,093

Up $862,966 (+6.4%) from 2017

Net Assets

Up

$14,383,759

Up $864,276 (+6.4%) from 2017

Liabilities

Down

$334

Down $1,310 (-80%) from 2017

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin98th percentile

Revenue

Up

$946,142

Up $639,071 (+208%) from 2017

Expenses

Up

$88,425

Up $18,155 (+26%) from 2017

Net Income

Up

$857,717

Up $620,916 (+262%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$30M$20M$10M$0Assets 2011: $12,460,264Liabilities 2011: $468,542Net Assets 2011: $11,991,7222011Assets 2012: $12,914,409Liabilities 2012: $468,322Net Assets 2012: $12,446,0872012Assets 2013: $12,822,992Liabilities 2013: $350Net Assets 2013: $12,822,6422013Assets 2014: $13,180,926Liabilities 2014: $28Net Assets 2014: $13,180,8982014Assets 2015: $13,239,729Liabilities 2015: $1,769Net Assets 2015: $13,237,9602015Assets 2016: $13,256,393Liabilities 2016: $64Net Assets 2016: $13,256,3292016Assets 2017: $13,521,127Liabilities 2017: $1,644Net Assets 2017: $13,519,4832017Assets 2018: $14,384,093Liabilities 2018: $334Net Assets 2018: $14,383,7592018Assets 2019: $15,324,947Liabilities 2019: $70,430Net Assets 2019: $15,254,5172019Assets 2020: $15,766,169Liabilities 2020: $25,733Net Assets 2020: $15,740,4362020Assets 2021: $16,628,594Liabilities 2021: $77,140Net Assets 2021: $16,551,4542021Assets 2022: $20,290,140Liabilities 2022: $150,261Net Assets 2022: $20,139,8792022Assets 2023: $20,198,120Liabilities 2023: $7,244Net Assets 2023: $20,190,8762023Assets 2024: $20,368,085Liabilities 2024: $696Net Assets 2024: $20,367,3892024Assets 2025: $23,443,439Liabilities 2025: $886Net Assets 2025: $23,442,5532025

Highlighted filing

2018

Assets$14,384,093
Liabilities$334
Net Assets$14,383,759
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $96,8062011Expenses 2012: $116,4132012Revenue 2013: $413,685Expenses 2013: $75,586Net Income 2013: $338,0992013Revenue 2014: $391,918Expenses 2014: $65,957Net Income 2014: $325,9612014Revenue 2015: $121,008Expenses 2015: $56,723Net Income 2015: $64,2852015Revenue 2016: $112,119Expenses 2016: $61,339Net Income 2016: $50,7802016Revenue 2017: $307,071Expenses 2017: $70,270Net Income 2017: $236,8012017Revenue 2018: $946,142Expenses 2018: $88,425Net Income 2018: $857,7172018Revenue 2019: $849,245Expenses 2019: $90,382Net Income 2019: $758,8632019Revenue 2020: $657,622Expenses 2020: $84,463Net Income 2020: $573,1592020Revenue 2021: $824,151Expenses 2021: $94,346Net Income 2021: $729,8052021Revenue 2022: $3,941,028Expenses 2022: $149,965Net Income 2022: $3,791,0632022Revenue 2023: $122,674Expenses 2023: $147,429Net Income 2023: -$24,7552023Revenue 2024: $278,926Expenses 2024: $144,110Net Income 2024: $134,8162024Revenue 2025: $3,098,616Expenses 2025: $157,614Net Income 2025: $2,941,0022025

Highlighted filing

2018

Revenue$946,142
Expenses$88,425
Net Income$857,717
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Aug 27, 2018
Return Version
2017v2.3
Gross Receipts
$987,652
Mission and Program Overview

Mission

To provide the general public with woodland trails through a wildlife sanctuary in a natural state for their appreciation and enjoyment

Funds provided are used to further the 501(c)(3) objectives of promoting the preservation of the scenic character of the town of bourne by sequestering select parcels of land, keeping them in their natural state and available for appropriate recreational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$682,046$1,087,633▲ $405,587
Cash and Non-Interest-Bearing Accounts$39,946$49,568▲ $9,622
Land, Buildings, and Equipment, Net$19,613$17,513▼ $2,100
Savings and Temporary Cash Investments$47,712$17,157▼ $30,555
Total Assets$13,521,127$14,384,093▲ $862,966
Other Assets Total$12,731,810$13,212,222▲ $480,412
Liabilities
Accounts Payable and Accrued Expenses$1,644$334▼ $1,310
Total Liabilities$1,644$334▼ $1,310
Net Assets / Fund Balance
Unrestricted Net Assets$13,519,483$14,383,759▲ $864,276
Total Net Assets Fund Balance$13,519,483$14,383,759▲ $864,276
Total Liabilities and Net Assets / Fund Balance$13,521,127$14,384,093▲ $862,966

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$17,513$6,784$24,297
Other Assets Org$3,928--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$697,694$375,217▲ $25,619-$1,098,530
2016$644,261$4,721▲ $52,619$3,907$697,694
2015$635,566$1,070▲ $7,775-$644,261
2014$595,362$19,205▲ $21,149-$635,566
2013$515,385$24,937▲ $55,190-$595,362
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Stephen BallentinePresident
Philip DenormandieTrustee
Richard BoydenTrustee
Robert BirchTrustee
Thomas CorcoranTrustee
William DibellaTrustee
Grace RoweTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$925,794
Program Service Revenue
$0
Investment Income
$19,186
Other Revenue
$1,162
All Other Contributions
$925,794
Change in Net Assets
$857,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,425
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$9,057--$9,057
Fees for Service Investment Mgmnt Fees-$7,952-$7,952
Fees for Services Accounting-$3,500-$3,500
Office Expenses-$2,891-$2,891
All Other Expenses$1,013$1,867-$2,880
Other Expenses$10,269$2,250-$2,250
Depreciation Depletion$1,405$695-$2,100
Advertising-$190-$190
Fees for Services Legal-$80-$80
Total Functional Expenses$65,402$23,023$0$88,425
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,162
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the form 990 is provided to the board of trustees for comments and questions prior to its filing. There is ample opportunity for any changes to be made before the form is submitted.”

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

“The bourne conservation trust is a member of the land trust alliance and as such has adopted the land trust standards and practices as their guiding principles. These standards require the bourne conservation trust to have a written conflict of interest policy that is regularly and consistently monitored.”

Form 990, Part VI, Section C, Line 18

“The organization's form 990 is available at www2.guidestar.org a website containing non-profit financial and tax information. The form 1023 and the form 990 are also available for inspection at the organization's office.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available at the massachusetts attorney general's division of public charities website www.charities.ago.state.ma.us. The organization also makes its conflict of interest policy, governing documents and financial statements available for public inspection at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Bourne Conservation Trust
EIN
04-2767827
Phone
5085632884
Address
P O BOX 203, CATAUMET, MA 02534

Signing Officer

Name
Stephen Ballentine
Title
President
Phone
5085632800
Signed
2018-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Ballentine
Formed
1980
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Stone & Company LLC
Address
57 BEDFORD ST STE 225, LEXINGTON, MA 02420-4443
Preparer
Matthew P Stone CPA
Phone
7818636300
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2X

“No change from prior year”

Financial Statement Notes

PART II, LINE 5:

“The organization through its volunteers monitors its easement properties regularly in a manner appropriate to the size and restrictions of each property and keeps documentation of each monitoring activity. The organization also has policies on how it will respond to potential violations of an easement. Expenses for acquiring or perfecting conservation easements are recorded as an expense when incurred.”

PART V, LINE 4:

“The bourne conservation trust has designated a portion of its unrestricted net assets as a general endowment to support the mission of the trust and to support the sequestering of land when select parcels become available.”

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01733372
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018964
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011277
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt035260
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039549
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020802
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0125852
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93230
IRS990ScheduleA/PublicSupportPY170Pct00.88630
IRS990ScheduleA/PublicSupportTotal170Amt01733372
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0925794
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0279719
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt069552
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt092280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0366027
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01733372
IRS990ScheduleA/TotalSupportAmt01859224
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0375217
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01098530
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt025619
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0644261
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04721
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0697694
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt052619
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03907
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0150
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0150
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0595362
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019205
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0635566
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021149
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0150
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0515385
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt024937
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0595362
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055190
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt013208294
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13928
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LAND HELD FOR CONSERVATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PREPAID EXPENSES
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017513
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06784
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt024297
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION THROUGH ITS VOLUNTEERS MONITORS ITS EASEMENT PROPERTIES REGULARLY IN A MANNER APPROPRIATE TO THE SIZE AND RESTRICTIONS OF EACH PROPERTY AND KEEPS DOCUMENTATION OF EACH MONITORING ACTIVITY. THE ORGANIZATION ALSO HAS POLICIES ON HOW IT WILL RESPOND TO POTENTIAL VIOLATIONS OF AN EASEMENT. EXPENSES FOR ACQUIRING OR PERFECTING CONSERVATION EASEMENTS ARE RECORDED AS AN EXPENSE WHEN INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE BOURNE CONSERVATION TRUST HAS DESIGNATED A PORTION OF ITS UNRESTRICTED NET ASSETS AS A GENERAL ENDOWMENT TO SUPPORT THE MISSION OF THE TRUST AND TO SUPPORT THE SEQUESTERING OF LAND WHEN SELECT PARCELS BECOME AVAILABLE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 5:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017513
IRS990ScheduleD/TotalBookValueOtherAssetsAmt013212222
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR COMMENTS AND QUESTIONS PRIOR TO ITS FILING. THERE IS AMPLE OPPORTUNITY FOR ANY CHANGES TO BE MADE BEFORE THE FORM IS SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOURNE CONSERVATION TRUST IS A MEMBER OF THE LAND TRUST ALLIANCE AND AS SUCH HAS ADOPTED THE LAND TRUST STANDARDS AND PRACTICES AS THEIR GUIDING PRINCIPLES. THESE STANDARDS REQUIRE THE BOURNE CONSERVATION TRUST TO HAVE A WRITTEN CONFLICT OF INTEREST POLICY THAT IS REGULARLY AND CONSISTENTLY MONITORED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S FORM 990 IS AVAILABLE AT WWW2.GUIDESTAR.ORG A WEBSITE CONTAINING NON-PROFIT FINANCIAL AND TAX INFORMATION. THE FORM 1023 AND THE FORM 990 ARE ALSO AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE WWW.CHARITIES.AGO.STATE.MA.US. THE ORGANIZATION ALSO MAKES ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGE FROM PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART XII LINE 2X
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0925794
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065402
IRS990/TotalFunctionalExpensesGrp/TotalAmt088425
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01644
IRS990/TotalLiabilitiesEOYAmt0334
IRS990/TotalLiabilitiesGrp/BOYAmt01644
IRS990/TotalLiabilitiesGrp/EOYAmt0334
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0CATAUMET
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IRS990/WebsiteAddressTxt0WWW.BOURNECONSERVATIONTRUST.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN BALLENTINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05085632800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOURNE CONSERVATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BOUR
ReturnHeader/Filer/EIN0042767827
ReturnHeader/Filer/PhoneNum05085632884
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 203
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09ECF99E9742F9624D984B695D189B7EA33A5645F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.78.27.189
ReturnHeader/FilingSecurityInformation/IPDt02018-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:09:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208014049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STONE & COMPANY LLC

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$14,384,093
Liabilities
$334
Net assets
$14,383,759
Revenue
$946,142
Expenses
$88,425
Net income
$857,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$3.10$0.16$2.94
2024Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$0.28$0.14$0.13
2023Detailed filing. Detailed filing data is available for this year.$20.2$0.01$20.2$0.12$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$20.3$0.15$20.1$3.94$0.15$3.79
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$0.08$16.6$0.82$0.09$0.73
2020Detailed filing. Detailed filing data is available for this year.$15.8$0.03$15.7$0.66$0.08$0.57
2019Detailed filing. Detailed filing data is available for this year.$15.3$0.07$15.3$0.85$0.09$0.76
2018Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.95$0.09$0.86
2017Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.31$0.07$0.24
2016Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$0.11$0.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.12$0.06$0.06
2014Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.39$0.07$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.00$12.8$0.41$0.08$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.47$12.4$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$0.47$12.0$0.10