Civic Intelligence

Nueva Vida Inc.

990 • Fiscal year 2014 • EIN 04-3131333

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 12, 2015

245 Eustis Street PO Box 191540Malden, MA 02119

(617) 445-1123

Siviq Scores

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

Liabilities / Assets

89th percentile

0.86x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

98th percentile

14.15x

Higher debt load relative to revenue than 98% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

9th percentile

-33%

Higher net margin than 9% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$138,026

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 52.4% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

30th percentile

-2.5%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

46th percentile

2.4%

Faster revenue growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$4,332,675

Down $109,005 (-2.5%) from 2013

Net Assets

Down

$608,193

Down $87,139 (-13%) from 2013

Liabilities

Down

$3,724,482

Down $21,866 (-0.6%) from 2013

Revenue

Up

$263,273

Up $6,078 (+2.4%) from 2013

Expenses

Down

$350,412

Down $12,214 (-3.4%) from 2013

Net Income

Up

-$87,139

Up $18,292 (+17%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,329,550Liabilities 2010: $4,750,382Net Assets 2010: $579,1682010Assets 2011: $5,339,219Liabilities 2011: $4,448,892Net Assets 2011: $890,3272011Assets 2012: $4,598,440Liabilities 2012: $3,797,677Net Assets 2012: $800,7632012Assets 2013: $4,441,680Liabilities 2013: $3,746,348Net Assets 2013: $695,3322013Assets 2014: $4,332,675Liabilities 2014: $3,724,482Net Assets 2014: $608,1932014Assets 2015: $4,196,129Liabilities 2015: $3,653,008Net Assets 2015: $543,1212015Assets 2016: $4,189,833Liabilities 2016: $787,212Net Assets 2016: $3,402,6212016Assets 2017: $3,992,903Liabilities 2017: $734,799Net Assets 2017: $3,258,1042017Assets 2018: $3,821,522Liabilities 2018: $701,429Net Assets 2018: $3,120,0932018Assets 2019: $3,625,189Liabilities 2019: $617,563Net Assets 2019: $3,007,6262019Assets 2020: $3,501,629Liabilities 2020: $601,224Net Assets 2020: $2,900,4052020Assets 2021: $3,382,998Liabilities 2021: $642,492Net Assets 2021: $2,740,5062021Assets 2022: $3,177,998Liabilities 2022: $645,037Net Assets 2022: $2,532,9612022Assets 2023: $3,048,284Liabilities 2023: $715,770Net Assets 2023: $2,332,5142023Assets 2024: $3,006,179Liabilities 2024: $733,255Net Assets 2024: $2,272,9242024Assets 2025: $2,942,142Liabilities 2025: $619,146Net Assets 2025: $2,322,9962025

Highlighted filing

2014

Assets$4,332,675
Liabilities$3,724,482
Net Assets$608,193

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $263,9272010Expenses 2011: $276,4692011Revenue 2012: $262,065Expenses 2012: $351,629Net Income 2012: -$89,5642012Revenue 2013: $257,195Expenses 2013: $362,626Net Income 2013: -$105,4312013Revenue 2014: $263,273Expenses 2014: $350,412Net Income 2014: -$87,1392014Revenue 2015: $273,186Expenses 2015: $338,258Net Income 2015: -$65,0722015Revenue 2016: $624,703Expenses 2016: $565,702Net Income 2016: $59,0012016Revenue 2017: $278,711Expenses 2017: $423,228Net Income 2017: -$144,5172017Revenue 2018: $278,719Expenses 2018: $416,730Net Income 2018: -$138,0112018Revenue 2019: $269,633Expenses 2019: $382,100Net Income 2019: -$112,4672019Revenue 2020: $285,584Expenses 2020: $392,805Net Income 2020: -$107,2212020Revenue 2021: $266,137Expenses 2021: $426,036Net Income 2021: -$159,8992021Revenue 2022: $213,958Expenses 2022: $421,503Net Income 2022: -$207,5452022Revenue 2023: $230,668Expenses 2023: $431,115Net Income 2023: -$200,4472023Revenue 2024: $428,344Expenses 2024: $487,934Net Income 2024: -$59,5902024Revenue 2025: $538,901Expenses 2025: $488,829Net Income 2025: $50,0722025

Highlighted filing

2014

Revenue$263,273
Expenses$350,412
Net Income-$87,139
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 12, 2015
Return Version
2013v4.0
Gross Receipts
$263,273
Mission and Program Overview

Mission

Safe affordable sober housing for individuals and families recovering from substance abuse.

Low income housing for substance abusing individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,143,341$4,047,355▼ $95,986
Savings and Temporary Cash Investments$195,032$258,721▲ $63,689
Cash and Non-Interest-Bearing Accounts$97,570$14,589▼ $82,981
Accounts Receivable$4,987$11,260▲ $6,273
Prepaid Expenses and Deferred Charges$750$750→ $0
Total Assets$4,441,680$4,332,675▼ $109,005
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,575,402$3,526,509▼ $48,893
Other Liabilities$159,734$188,985▲ $29,251
Accounts Payable and Accrued Expenses$11,212$8,988▼ $2,224
Total Liabilities$3,746,348$3,724,482▼ $21,866
Net Assets / Fund Balance
Unrestricted Net Assets$695,332$608,193▼ $87,139
Total Net Assets Fund Balance$695,332$608,193▼ $87,139
Total Liabilities and Net Assets / Fund Balance$4,441,680$4,332,675▼ $109,005

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,972,220$1,246,409$5,218,629
Equipment$0$184,722$184,722
Land$72,595-$72,595
Other Land Buildings$2,540$2,660$5,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Emily StewartExecutive DirectorFT$138,026$138,026

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$260,763
Investment Income
$288
Other Revenue
$2,222
Change in Net Assets
$-87,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$350,412
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
Depreciation Depletion$154,781--$154,781
Occupancy$99,511$428-$99,939
Interest$39,294--$39,294
Fees for Services Other$3,450--$3,450
Other Expenses$1,195$1,727-$2,922
Office Expenses-$373-$373
Total Functional Expenses$345,904$4,508$0$350,412
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
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Casa Esperanza, Inc.$188,985
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Nueva vida provides copies of the form 990 to the board of directors and finance committee for review and approval prior to filing.

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

Nueva vida has a written conflict of interest policy which is in the employee handbook which every employee receives upon hire. Each memeber of the board of directors receives this policy upon joining the board. The policy is reviewed and/or revised on an annual basis.

Form 990, Part VI, Section B, Line 15

Nueva vida does not pay any employees, as they are all paid by casa esperanza. Casa esperanza's board of directors reviews the executive director's salary and compares it to industry averages for reasonableness. The board will vote to determine the salary.

Form 990, Part VI, Section C, Line 19

Nueva vida's governing documents, conflict of interest policy, financial statements, and tax returns are available upon request.

Filing and Contact Details

Filer

EIN
04-3131333
Phone
6174451123

Signing Officer

Name
Emily Stewart
Title
Executive Director
Phone
6174457411
Signed
2015-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Stewart
Formed
1992
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Preparer
John T Finning CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The finance committee assumes responsibility for oversight of the audit of the financial statements and is involved in the selection of an independent auditor. This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The agency accounts for uncertainty in income taxes in accordance with asc topic, income taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the consolidated financial statements regarding a tax position taken or expected to be taken in a tax return. The agency has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the consolidated financial statements at june 30, 2014. The agency's information returns are subject to examination by the federal and state jurisdictions and generally remain open for the most recent three years.

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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/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0350000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047891
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0397891
IRS990ScheduleA/TotalSupportAmt0401082
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03972220
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01246409
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05218629
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0184722
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0184722
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt072595
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt072595
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02540
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02660
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0188985
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CASA ESPERANZA, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AGENCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AT JUNE 30, 2014. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04047355
IRS990ScheduleD/TotalLiabilityAmt0188985
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NUEVA VIDA PROVIDES COPIES OF THE FORM 990 TO THE BOARD OF DIRECTORS AND FINANCE COMMITTEE FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NUEVA VIDA HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH IS IN THE EMPLOYEE HANDBOOK WHICH EVERY EMPLOYEE RECEIVES UPON HIRE. EACH MEMEBER OF THE BOARD OF DIRECTORS RECEIVES THIS POLICY UPON JOINING THE BOARD. THE POLICY IS REVIEWED AND/OR REVISED ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NUEVA VIDA DOES NOT PAY ANY EMPLOYEES, AS THEY ARE ALL PAID BY CASA ESPERANZA. CASA ESPERANZA'S BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR'S SALARY AND COMPARES IT TO INDUSTRY AVERAGES FOR REASONABLENESS. THE BOARD WILL VOTE TO DETERMINE THE SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NUEVA VIDA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND TAX RETURNS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND IS INVOLVED IN THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10CASA ESPERANZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222525437
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUBSTANCE ABUSE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10245 EUSTIS STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0ROXBURY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode002119
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0188985
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10DUE TO CASA ESPERANZA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04441680
IRS990/TotalAssetsEOYAmt04332675
IRS990/TotalAssetsGrp/BOYAmt04441680
IRS990/TotalAssetsGrp/EOYAmt04332675
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04508
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0345904
IRS990/TotalFunctionalExpensesGrp/TotalAmt0350412
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03746348
IRS990/TotalLiabilitiesEOYAmt03724482
IRS990/TotalLiabilitiesGrp/BOYAmt03746348
IRS990/TotalLiabilitiesGrp/EOYAmt03724482
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0695332
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0608193
IRS990/TotalOtherCompensationAmt020626
IRS990/TotalProgramServiceExpensesAmt0345904
IRS990/TotalProgramServiceRevenueAmt0260763
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0288
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0262985
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0263273
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04441680
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04332675
IRS990/TotReportableCompRltdOrgAmt0117400
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0695332
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0608193
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10291 EUSTIS STREET
IRS990/USAddress/City0ROXBURY
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode002119
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0CASAESPERANZA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06174457411
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10NUEVA VIDA
ReturnHeader/Filer/BusinessNameControlTxt0NUEV
ReturnHeader/Filer/EIN0043131333
ReturnHeader/Filer/PhoneNum06174451123
ReturnHeader/Filer/USAddress/AddressLine10245 EUSTIS STREET PO BOX 191540
ReturnHeader/Filer/USAddress/City0ROXBURY
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ALEXANDER ARONSON FINNING & CO PC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.94$0.62$2.32$0.54$0.49$0.05
2024Detailed filing. Detailed filing data is available for this year.$3.01$0.73$2.27$0.43$0.49$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.72$2.33$0.23$0.43$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.18$0.65$2.53$0.21$0.42$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.38$0.64$2.74$0.27$0.43$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.60$2.90$0.29$0.39$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.63$0.62$3.01$0.27$0.38$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.82$0.70$3.12$0.28$0.42$0.14
2017Summary only. Only limited summary data is available for this year.$3.99$0.73$3.26$0.28$0.42$0.14
2016Summary only. Only limited summary data is available for this year.$4.19$0.79$3.40$0.62$0.57$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.20$3.65$0.54$0.27$0.34$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.33$3.72$0.61$0.26$0.35$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$3.75$0.70$0.26$0.36$0.11
2012Summary only. Only limited summary data is available for this year.$4.60$3.80$0.80$0.26$0.35$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.34$4.45$0.89$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$4.75$0.58$0.26