Civic Intelligence

Plumbers & Pipefitters Union Four Health & Welfare Fund

990 • Fiscal year 2023 • EIN 04-6124621

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

Organization ProfileN/A

View Organization Page

8 Fairfield Blvd 105Wallingford, CT 06492

(203) 269-7741

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)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

49th percentile

2.4%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Asset Growth

47th percentile

5.6%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

9.4%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$10,358,266

Up $547,977 (+5.6%) from 2022

Net Assets

Up

$10,344,665

Up $595,375 (+6.1%) from 2022

Liabilities

Down

$13,601

Down $47,398 (-78%) from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin49th percentile

Revenue

Up

$4,298,688

Up $368,674 (+9.4%) from 2022

Expenses

Up

$4,193,594

Up $112,417 (+2.8%) from 2022

Net Income

Up

$105,094

Up $256,257 (+170%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2023

Assets$10,358,266
Liabilities$13,601
Net Assets$10,344,665
Open 2023 Filing

Operations Trend

Revenue Growth63rd 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

2023

Revenue$4,298,688
Expenses$4,193,594
Net Income$105,094
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 31, 2024
Return Version
2023v5.1
Gross Receipts
$4,993,688
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$8,182,733$8,605,390▲ $422,657
Savings and Temporary Cash Investments$816,766$858,465▲ $41,699
Cash and Non-Interest-Bearing Accounts$454,380$485,775▲ $31,395
Accounts Receivable$356,410$408,636▲ $52,226
Total Assets$9,810,289$10,358,266▲ $547,977
Liabilities
Accounts Payable and Accrued Expenses$18,341$12,692▼ $5,649
Deferred Revenue$42,658$909▼ $41,749
Total Liabilities$60,999$13,601▼ $47,398
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,749,290$10,344,665▲ $595,375
Total Net Assets Fund Balance$9,749,290$10,344,665▲ $595,375
Total Liabilities and Net Assets / Fund Balance$9,810,289$10,358,266▲ $547,977
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Elliot DrakeTrustee
Pierre GroleauTrustee
Robbie MccarthyTrustee
Robert NimsTrustee
Shaun CianciTrustee
William LynchTrustee
Leonard NarelTrustee (p)
Timothy FergusonTrustee (p)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,024,613
Investment Income
$274,075
Other Revenue
$0
Change in Net Assets
$105,094

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,288,688
Revenue Not Reported on Financial Statements
$10,000
Revenue Not Reported on Form 990
$490,281
Total Revenue per Audited Statements
$4,778,969
Total Revenue per Form 990
$4,298,688
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$117,982
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---$4,075,612
Fees for Services Other---$58,866
Fees for Services Legal---$24,000
Fees for Services Accounting---$17,386
Fees for Service Investment Mgmnt Fees---$10,000
Insurance---$3,877
Conferences and Meetings---$2,087
Office Expenses---$1,181
Information Technology---$585
Total Functional Expenses$0$0$0$4,193,594

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,193,594
Expenses per Audited Statements$4,183,594
Total Expenses per Audited Statements$4,183,594
Expenses Not Reported on Financial Statements$10,000
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
8 FAIRFIELD BLVD 105, WALLINGFORD, CT 06492

Signing Officer

Name
Robbie Mccarthy
Title
Trustee
Phone
2032697741
Signed
2024-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robbie Mccarthy
Formed
1990
Legal Domicile
Ma
Voting Board Members
6
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 Appendix376 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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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:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CARRIER CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1HARRY GRODSKY & CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2KM KELLY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3KLEEBERG MECHANICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4KMD MECHANICAL CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5WILLIAM F LYNCH P&H
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6NB KENNEY CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7ROYAL STEAM HEATER CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8PLUMBERS LOCAL 4
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9THOMAS G GALLAGHER INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10HART ENGINEERING CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11INDUSTRIAL PIPING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12TUCKER COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13UNION LOCAL 537 PIPEFITTERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14A&A TUBE SYSTEMS LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15BOSTON MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16TJ CONWAY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17EDWARD F CORCORAN P&H CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18N & T MECHANICAL CONTRACTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19PIPELINE INDUSTRY BENEFIT FUND
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/TotalAssetsBOYAmt09810289
IRS990/TotalAssetsEOYAmt010358266
IRS990/TotalAssetsGrp/BOYAmt09810289
IRS990/TotalAssetsGrp/EOYAmt010358266
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04193594
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt060999
IRS990/TotalLiabilitiesEOYAmt013601
IRS990/TotalLiabilitiesGrp/BOYAmt060999
IRS990/TotalLiabilitiesGrp/EOYAmt013601
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09749290
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010344665
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04024613
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0274075
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04024613
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04298688
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09810289
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010358266
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08 FAIRFIELD BLVD 105
IRS990/USAddress/CityNm0WALLINGFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006492
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBBIE MCCARTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032697741
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-31
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/AddressLine1Txt08 FAIRFIELD BLVD 105
ReturnHeader/Filer/USAddress/CityNm0WALLINGFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006492
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02024-10-31T09:36:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,358,266
Liabilities
$13,601
Net assets
$10,344,665
Revenue
$4,298,688
Expenses
$4,193,594
Net income
$105,094
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)9 • $10M-$25M nonprofits