Civic Intelligence

Plumbers & Pipefitters Union Four Health & Welfare Fund

990 • Fiscal year 2020 • EIN 04-6124621

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A

View Organization Page

10 Technology DriveWallingford, CT 06492

(203) 269-7741

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

9th percentile

-25%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

27th percentile

-0.4%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-26%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$10,806,405

Down $46,024 (-0.4%) from 2019

Net Assets

Down

$10,730,835

Down $117,409 (-1.1%) from 2019

Liabilities

Up

$75,570

Up $71,385 (+1706%) from 2019

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin9th percentile

Revenue

Down

$3,249,677

Down $1,121,765 (-26%) from 2019

Expenses

Up

$4,050,099

Up $24,965 (+0.6%) from 2019

Net Income

Down

-$800,422

Down $1,146,730 (-331%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$15M$10M$5.0M$0Assets 2010: $6,644,422Liabilities 2010: $0Net Assets 2010: $6,644,4222010Assets 2011: $7,469,097Liabilities 2011: $0Net Assets 2011: $7,469,0972011Assets 2012: $8,416,627Liabilities 2012: $0Net Assets 2012: $8,416,6272012Assets 2013: $8,721,238Liabilities 2013: $0Net Assets 2013: $8,721,2382013Assets 2014: $9,226,140Liabilities 2014: $0Net Assets 2014: $9,226,1402014Assets 2015: $9,727,223Liabilities 2015: $0Net Assets 2015: $9,727,2232015Assets 2016: $9,514,498Liabilities 2016: $0Net Assets 2016: $9,514,4982016Assets 2017: $10,211,136Liabilities 2017: $0Net Assets 2017: $10,211,1362017Assets 2018: $9,598,476Liabilities 2018: $0Net Assets 2018: $9,598,4762018Assets 2019: $10,852,429Liabilities 2019: $4,185Net Assets 2019: $10,848,2442019Assets 2020: $10,806,405Liabilities 2020: $75,570Net Assets 2020: $10,730,8352020Assets 2021: $11,218,496Liabilities 2021: $69,338Net Assets 2021: $11,149,1582021Assets 2022: $9,810,289Liabilities 2022: $60,999Net Assets 2022: $9,749,2902022Assets 2023: $10,358,266Liabilities 2023: $13,601Net Assets 2023: $10,344,6652023Assets 2024: $10,365,397Liabilities 2024: $34,878Net Assets 2024: $10,330,5192024

Highlighted filing

2020

Assets$10,806,405
Liabilities$75,570
Net Assets$10,730,835
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,807,8832010Expenses 2011: $3,378,9372011Expenses 2012: $3,498,3562012Revenue 2013: $3,184,122Expenses 2013: $3,135,684Net Income 2013: $48,4382013Revenue 2014: $3,335,640Expenses 2014: $3,025,196Net Income 2014: $310,4442014Revenue 2015: $3,950,042Expenses 2015: $3,353,839Net Income 2015: $596,2032015Revenue 2016: $2,974,511Expenses 2016: $3,459,723Net Income 2016: -$485,2122016Revenue 2017: $3,704,709Expenses 2017: $3,541,486Net Income 2017: $163,2232017Revenue 2018: $3,642,872Expenses 2018: $4,043,588Net Income 2018: -$400,7162018Revenue 2019: $4,371,442Expenses 2019: $4,025,134Net Income 2019: $346,3082019Revenue 2020: $3,249,677Expenses 2020: $4,050,099Net Income 2020: -$800,4222020Revenue 2021: $3,769,641Expenses 2021: $3,964,031Net Income 2021: -$194,3902021Revenue 2022: $3,930,014Expenses 2022: $4,081,177Net Income 2022: -$151,1632022Revenue 2023: $4,298,688Expenses 2023: $4,193,594Net Income 2023: $105,0942023Revenue 2024: $4,309,239Expenses 2024: $4,710,918Net Income 2024: -$401,6792024

Highlighted filing

2020

Revenue$3,249,677
Expenses$4,050,099
Net Income-$800,422
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$8,291,255
Mission and Program Overview

Mission

Contributions are required under the terms of the collective bargaining agreement between the union and the employers.

Contributions are required under the terms of the collective bargaining agreement betweenthe union and the employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,178,275$9,456,579▲ $278,304
Savings and Temporary Cash Investments$811,259$540,036▼ $271,223
Cash and Non-Interest-Bearing Accounts$506,032$489,143▼ $16,889
Accounts Receivable$345,449$320,647▼ $24,802
Total Assets$10,852,429$10,806,405▼ $46,024
Other Assets Total$11,414$0▼ $11,414
Liabilities
Deferred Revenue-$52,724-
Accounts Payable and Accrued Expenses$4,185$22,846▲ $18,661
Total Liabilities$4,185$75,570▲ $71,385
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,848,244$10,730,835▼ $117,409
Total Net Assets Fund Balance$10,848,244$10,730,835▼ $117,409
Total Liabilities and Net Assets / Fund Balance$10,852,429$10,806,405▼ $46,024
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Elliot DrakeTrustee
Leonard NarelTrustee
Pierre GroleauTrustee
Robert NimsTrustee
Timothy FergusonTrustee
William HelmTrustee
William LynchTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,974,723
Investment Income
$274,954
Other Revenue
$0
Change in Net Assets
$-800,422

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,237,377
Revenue Not Reported on Financial Statements
$12,300
Revenue Not Reported on Form 990
$683,013
Total Revenue per Audited Statements
$3,920,390
Total Revenue per Form 990
$3,249,677
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,899
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
Benefits to Members---$3,930,200
Fees for Services Other---$67,346
Fees for Services Legal---$24,333
Fees for Services Accounting---$13,473
Fees for Service Investment Mgmnt Fees---$12,300
Information Technology---$1,260
Conferences and Meetings---$639
Office Expenses---$548
Total Functional Expenses$0$0$0$4,050,099

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,050,099
Expenses per Audited Statements$4,037,799
Total Expenses per Audited Statements$4,037,799
Expenses Not Reported on Financial Statements$12,300
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Management duties delegated
No

Governance Explanations

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

“The board of trustees is given a copy of the form 990 for approval prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Pipefitters Union Local
EIN
04-6124621
Phone
2032697741
Address
10 TECHNOLOGY DRIVE, WALLINGFORD, CT 06492

Signing Officer

Name
Timothy Ferguson
Title
Trustee
Phone
2032697741
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Ferguson
Formed
1990
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990. PART XII, LINE 2C:

“The board of trustees is responsible for the selection of the independent accountant and the oversight of the audit.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however; this may differ depending upon the circumstances of the plan.”

Raw XML Appendix374 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/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER; THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES IS GIVEN A COPY OF THE FORM 990 FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND THE OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990. PART XII, LINE 2C:
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1B-G MEHCANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2BEACON PIPING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3CMP PLUMBING & HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4CARRIER CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5DNL PLUMBING & HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6HARRY GRODSKY & CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7KM KELLY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8KLEEBERG MECHANICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9KMD MECHANICAL CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10WILLIAM F LYNCH P&H
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11LYONS PLUMBING & HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12N&T MECHANICAL CONTRACTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13NB KENNEY CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14NAVMATIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15DANIEL O'CONNELLS SON INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16PEVCO SYSTEMS INT'L
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17RIVERDALE PLUMBING & HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18ROYAL STEAM HEATER CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19TOTAL FACILITY SOLUTIONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20PLUMBERS LOCAL 4
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21WESTECH PROCESS SOLUTIONS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WORCESTER AREA PLUMBERS & PIPEFITTERS LOCAL 4 ANNUITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PLUMBERS & PIPEFITTERS LOCAL 4 UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ANNUITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt010 TECHNOLOGY DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1150 HARTWELL ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WALLINGFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WEST BOYLSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006492
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd101583
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010852429
IRS990/TotalAssetsEOYAmt010806405
IRS990/TotalAssetsGrp/BOYAmt010852429
IRS990/TotalAssetsGrp/EOYAmt010806405
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04050099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04185
IRS990/TotalLiabilitiesEOYAmt075570
IRS990/TotalLiabilitiesGrp/BOYAmt04185
IRS990/TotalLiabilitiesGrp/EOYAmt075570
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010848244
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010730835
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02974723
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0102664
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03147013
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03249677
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010852429
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010806405
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 TECHNOLOGY DRIVE
IRS990/USAddress/CityNm0WALLINGFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006492
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032697741
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS & PIPEFITTERS UNION LOCAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NO 4 HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0046124621
ReturnHeader/Filer/PhoneNum02032697741
ReturnHeader/Filer/USAddress/AddressLine1Txt010 TECHNOLOGY DRIVE
ReturnHeader/Filer/USAddress/CityNm0WALLINGFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006492
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 MONUMENT RD 5TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02021-11-15T07:37:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIMOTHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERGUSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,806,405
Liabilities
$75,570
Net assets
$10,730,835
Revenue
$3,249,677
Expenses
$4,050,099
Net income
-$800,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.03$10.3$4.31$4.71$0.40
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.01$10.3$4.30$4.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$9.81$0.06$9.75$3.93$4.08$0.15
2021Detailed filing. Detailed filing data is available for this year.$11.2$0.07$11.1$3.77$3.96$0.19
2020Detailed filing. Detailed filing data is available for this year.$10.8$0.08$10.7$3.25$4.05$0.80
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.8$4.37$4.03$0.35
2018Detailed filing. Detailed filing data is available for this year.$9.60$0.00$9.60$3.64$4.04$0.40
2017Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$3.70$3.54$0.16
2016Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$2.97$3.46$0.49
2015Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.73$3.95$3.35$0.60
2014Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$3.34$3.03$0.31
2013Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$3.18$3.14$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.42$0.00$8.42$3.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.47$0.00$7.47$3.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.64$0.00$6.64$3.81