Civic Intelligence

Commonwealth Utilities Employees Credit Union

990 • Fiscal year 2018 • EIN 04-6055566

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 16, 2019

Organization ProfileWWW.CUECU.ORG

View Organization Page

312 Wareham RoadMarion, MA 02738

(508) 748-3452

Siviq Scores

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

Liabilities / Assets

25th percentile

0.84x

Higher debt load relative to assets than 25% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

25.68x

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

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$111,458

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Asset Growth

18th percentile

-2.7%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

9.6%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$40,213,112

Down $1,110,460 (-2.7%) from 2017

Net Assets

Up

$6,631,289

Up $262,851 (+4.1%) from 2017

Liabilities

Down

$33,581,823

Down $1,373,311 (-3.9%) from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin80th percentile

Revenue

Up

$1,307,566

Up $115,009 (+9.6%) from 2017

Expenses

Up

$1,048,221

Up $98,133 (+10%) from 2017

Net Income

Up

$259,345

Up $16,876 (+7.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$60M$40M$20M$0Assets 2010: $42,288,462Liabilities 2010: $36,845,669Net Assets 2010: $5,442,7932010Assets 2011: $43,114,724Liabilities 2011: $37,440,898Net Assets 2011: $5,673,8262011Assets 2012: $43,763,110Liabilities 2012: $37,835,973Net Assets 2012: $5,927,1372012Assets 2013: $44,258,091Liabilities 2013: $38,292,785Net Assets 2013: $5,965,3062013Assets 2014: $42,093,491Liabilities 2014: $36,218,929Net Assets 2014: $5,874,5622014Assets 2015: $41,308,850Liabilities 2015: $35,348,603Net Assets 2015: $5,960,2472015Assets 2016: $41,593,305Liabilities 2016: $35,466,052Net Assets 2016: $6,127,2532016Assets 2017: $41,323,572Liabilities 2017: $34,955,134Net Assets 2017: $6,368,4382017Assets 2018: $40,213,112Liabilities 2018: $33,581,823Net Assets 2018: $6,631,2892018Assets 2019: $41,463,569Liabilities 2019: $34,550,887Net Assets 2019: $6,912,6822019Assets 2020: $46,574,108Liabilities 2020: $39,504,664Net Assets 2020: $7,069,4442020Assets 2021: $49,419,083Liabilities 2021: $42,206,153Net Assets 2021: $7,212,9302021Assets 2022: $50,936,191Liabilities 2022: $43,359,682Net Assets 2022: $7,576,5092022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2018

Assets$40,213,112
Liabilities$33,581,823
Net Assets$6,631,289
Open 2018 Filing

Operations Trend

Revenue Growth52nd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,744,7142010Expenses 2011: $1,659,6792011Revenue 2012: $1,546,984Expenses 2012: $1,315,001Net Income 2012: $231,9832012Revenue 2013: $1,304,034Expenses 2013: $1,208,759Net Income 2013: $95,2752013Revenue 2014: $1,204,988Expenses 2014: $1,271,577Net Income 2014: -$66,5892014Revenue 2015: $1,166,002Expenses 2015: $1,060,103Net Income 2015: $105,8992015Revenue 2016: $1,165,800Expenses 2016: $996,238Net Income 2016: $169,5622016Revenue 2017: $1,192,557Expenses 2017: $950,088Net Income 2017: $242,4692017Revenue 2018: $1,307,566Expenses 2018: $1,048,221Net Income 2018: $259,3452018Revenue 2019: $1,353,496Expenses 2019: $1,076,086Net Income 2019: $277,4102019Revenue 2020: $1,235,977Expenses 2020: $1,046,856Net Income 2020: $189,1212020Revenue 2021: $1,081,315Expenses 2021: $904,194Net Income 2021: $177,1212021Revenue 2022: $1,281,875Expenses 2022: $883,123Net Income 2022: $398,7522022Revenue 2023: $407,509Expenses 2023: $223,820Net Income 2023: $183,6892023

Highlighted filing

2018

Revenue$1,307,566
Expenses$1,048,221
Net Income$259,345
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 16, 2019
Return Version
2018v3.1
Gross Receipts
$1,307,566
Mission and Program Overview

Mission

Financial services to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$28,058,330$26,829,000▼ $1,229,330
Other Notes and Loans Receivable, Net$10,255,596$10,273,454▲ $17,858
Rtn Earn Endowment Incm Other Fnds$6,368,438$6,631,289▲ $262,851
Cash and Non-Interest-Bearing Accounts$326,355$1,386,795▲ $1,060,440
Investments in Publicly Traded Securities$2,041,917$1,145,575▼ $896,342
Land, Buildings, and Equipment, Net$75,420$57,761▼ $17,659
Prepaid Expenses and Deferred Charges$17,979$31,272▲ $13,293
Receivables From Officers Etc$115,850$12,438▼ $103,412
Total Assets$41,323,572$40,213,112▼ $1,110,460
Other Assets Total$432,125$476,817▲ $44,692
Liabilities
Other Liabilities$34,804,397$33,378,958▼ $1,425,439
Accounts Payable and Accrued Expenses$134,245$183,085▲ $48,840
Escrow Account Liability$16,492$19,780▲ $3,288
Total Liabilities$34,955,134$33,581,823▼ $1,373,311
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,368,438$6,631,289▲ $262,851
Total Liabilities and Net Assets / Fund Balance$41,323,572$40,213,112▼ $1,110,460

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$57,761$100,350$158,111
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine DiamonFormer CEOFT$93,157$18,301$111,458
Pat SaladinoCEOFT$88,573$12,819$101,392

Board Members and Trustees

NameTitle
Dana HowlandChairperson
Barbara MoreiraDirector
Ebet CushmanDirector
Lisa SheaDirector
Michael GomesDirector
Brenda S MahoneyAssistant Tr
Vivian J MedeirosClerk
Peter MccoyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$566,915
Investment Income
$558,726
Other Revenue
$181,925
Change in Net Assets
$259,345

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,307,566
Total Revenue per Audited Statements
$1,307,566
Total Revenue per Form 990
$1,307,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$608,899
Salaries, Compensation, and Employee Benefits$437,822
Grants and Similar Amounts Paid$1,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$212,850
Other Salaries and Wages---$162,363
Interest---$127,566
Fees for Services Accounting---$76,150
Occupancy---$68,633
All Other Expenses---$47,350
Office Expenses---$44,786
Payroll Taxes---$33,485
Information Technology---$30,955
Depreciation Depletion---$21,982
Other Employee Benefits---$20,256
Insurance---$15,225
Other Expenses---$12,017
Fees for Services Legal---$11,802
Pension Plan Contributions---$8,868
Conferences and Meetings---$3,809
Advertising---$3,702
Grants to Domestic Individuals---$1,500
Total Functional Expenses$0$0$0$1,048,221

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,048,221
Total Expenses per Audited Statements$1,048,221
Total Expenses per Form 990$1,048,221
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$115,850$12,438▼ $103,412
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Deposit Accounts$33,378,958
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 6

“Persons who meet the requirements of the organization's field of membership who hold at least one share of the capital.”

Form 990, Page 6, Part VI, Line 7A

“Each member has a vote at the election of the board of directors.”

Form 990, Page 6, Part VI, Line 11B

“An outside firm prepares the return. The ceo reviews for accurancy. The return is then presented to the board”

Form 990, Page 6, Part VI, Line 12C

“Reviewed at monthly staff meetings.”

Form 990, Page 6, Part VI, Line 15A

“Personnel committee reviews compensation in comparison to the industry (cuna salary survey) and the board approves salaries.”

Form 990, Page 6, Part VI, Line 15B

“Personnel committee reviews compensation in comparison to the industry (cuna salary survey) and the board approves salaries.”

Form 990, Page 6, Part VI, Line 18

“Documents are available upon request. Financial statements are posted in the lobby of the credit union.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request. Financial statements are posted in the lobby of the credit union.”

Filing and Contact Details

Filer

Filer Name
Commonwealth Utilities Employees
EIN
04-6055566
Phone
5087483452
Address
312 WAREHAM ROAD, MARION, MA 02738

Signing Officer

Name
Pat Saladino
Title
CEO
Phone
5087483452
Signed
2019-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pat Saladino
Formed
1926
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
7
Volunteers
8

Preparer

Firm
Garvey Steele & Company Llp
Address
PO BOX 397, MYSTIC, CT 06355-0397
Preparer
Michael R Garvey CPA
Phone
8605369831
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Awarding of scholarships to deserving students”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Mortgage escrow accounts held for the payment of real estate taxes for municipalities.”

Raw XML Appendix387 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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IRS990/ProgSrvcAccomActyOtherGrp/Desc0AWARDING OF SCHOLARSHIPS TO DESERVING STUDENTS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02000
IRS990/PYInvestmentIncomeAmt0463269
IRS990/PYOtherExpensesAmt0533904
IRS990/PYOtherRevenueAmt0137832
IRS990/PYProgramServiceRevenueAmt0591456
IRS990/PYRevenuesLessExpensesAmt0242469
IRS990/PYSalariesCompEmpBnftPaidAmt0414184
IRS990/PYTotalExpensesAmt0950088
IRS990/PYTotalRevenueAmt01192557
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0115850
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt012438
IRS990/ReconcilationRevenueExpnssAmt0259345
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06368438
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06631289
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028058330
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026829000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01048221
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt057761
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0100350
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0158111
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033378958
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER DEPOSIT ACCOUNTS
IRS990ScheduleD/RevenueSubtotalAmt01307566
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MORTGAGE ESCROW ACCOUNTS HELD FOR THE PAYMENT OF REAL ESTATE TAXES FOR MUNICIPALITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt057761
IRS990ScheduleD/TotalExpensesPerForm990Amt01048221
IRS990ScheduleD/TotalLiabilityAmt033378958
IRS990ScheduleD/TotalRevenuePerForm990Amt01307566
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01307566
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01048221
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt012438
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0HELOC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt050000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0BRENDA MAHONEY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt012438
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AWARDING OF SCHOLARSHIPS TO DESERVING STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERSONS WHO MEET THE REQUIREMENTS OF THE ORGANIZATION'S FIELD OF MEMBERSHIP WHO HOLD AT LEAST ONE SHARE OF THE CAPITAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER HAS A VOTE AT THE ELECTION OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN OUTSIDE FIRM PREPARES THE RETURN. THE CEO REVIEWS FOR ACCURANCY. THE RETURN IS THEN PRESENTED TO THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEWED AT MONTHLY STAFF MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PERSONNEL COMMITTEE REVIEWS COMPENSATION IN COMPARISON TO THE INDUSTRY (CUNA SALARY SURVEY) AND THE BOARD APPROVES SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PERSONNEL COMMITTEE REVIEWS COMPENSATION IN COMPARISON TO THE INDUSTRY (CUNA SALARY SURVEY) AND THE BOARD APPROVES SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY OF THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DOCUMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE POSTED IN THE LOBBY OF THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt041323572
IRS990/TotalAssetsEOYAmt040213112
IRS990/TotalAssetsGrp/BOYAmt041323572
IRS990/TotalAssetsGrp/EOYAmt040213112
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01048221
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034955134
IRS990/TotalLiabilitiesEOYAmt033581823
IRS990/TotalLiabilitiesGrp/BOYAmt034955134
IRS990/TotalLiabilitiesGrp/EOYAmt033581823
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06368438
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06631289
IRS990/TotalOtherCompensationAmt031120
IRS990/TotalProgramServiceRevenueAmt0566915
IRS990/TotalReportableCompFromOrgAmt0181730
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01307566
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01307566
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt041323572
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt040213112
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0312 WAREHAM ROAD
IRS990/USAddress/CityNm0MARION
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002738
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.CUECU.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT SALADINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05087483452
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMONWEALTH UTILITIES EMPLOYEES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0046055566
ReturnHeader/Filer/PhoneNum05087483452
ReturnHeader/Filer/USAddress/AddressLine1Txt0312 WAREHAM ROAD
ReturnHeader/Filer/USAddress/CityNm0MARION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002738
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId097DB9962C47C60A4FA4E0617B85582D50FB1056D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05B5CA7FD07B7338219B8C37395F5B6EA9C1C510F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.30.174.89
ReturnHeader/FilingSecurityInformation/IPDt02019-07-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:01:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472604526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARVEY STEELE & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 397
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MYSTIC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0063550397
ReturnHeader/PreparerPersonGrp/PhoneNum08605369831
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R GARVEY CPA
ReturnHeader/ReturnTs02019-07-22T11:01:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$40,213,112
Liabilities
$33,581,823
Net assets
$6,631,289
Revenue
$1,307,566
Expenses
$1,048,221
Net income
$259,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.41$0.22$0.18
2022Detailed filing. Detailed filing data is available for this year.$50.9$43.4$7.58$1.28$0.88$0.40
2021Detailed filing. Detailed filing data is available for this year.$49.4$42.2$7.21$1.08$0.90$0.18
2020Detailed filing. Detailed filing data is available for this year.$46.6$39.5$7.07$1.24$1.05$0.19
2019Detailed filing. Detailed filing data is available for this year.$41.5$34.6$6.91$1.35$1.08$0.28
2018Detailed filing. Detailed filing data is available for this year.$40.2$33.6$6.63$1.31$1.05$0.26
2017Detailed filing. Detailed filing data is available for this year.$41.3$35.0$6.37$1.19$0.95$0.24
2016Detailed filing. Detailed filing data is available for this year.$41.6$35.5$6.13$1.17$1.00$0.17
2015Detailed filing. Detailed filing data is available for this year.$41.3$35.3$5.96$1.17$1.06$0.11
2014Detailed filing. Detailed filing data is available for this year.$42.1$36.2$5.87$1.20$1.27$0.07
2013Detailed filing. Detailed filing data is available for this year.$44.3$38.3$5.97$1.30$1.21$0.10
2012Summary only. Only limited summary data is available for this year.$43.8$37.8$5.93$1.55$1.32$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.1$37.4$5.67$1.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.3$36.8$5.44$1.74