Civic Intelligence

The Willowbank Foundation

990PF • Fiscal year 2014 • EIN 04-6819602

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 17, 2015

123 Pleasant Street No 202Marblehead, MA 01945

(978) 740-9119

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

4th percentile

-123%

Higher net margin than 4% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

17th percentile

-7.6%

Faster asset growth than 17% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$807,191

Down $66,514 (-7.6%) from 2013

Net Assets

Down

$807,191

Down $66,479 (-7.6%) from 2013

Liabilities

Down

$0

Down $35 (-100%) from 2013

Revenue

Down

$55,013

Down $141,178 (-72%) from 2013

Expenses

Up

$122,932

Up $73,318 (+148%) from 2013

Net Income

Down

-$67,919

Down $214,496 (-146%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,029,362Liabilities 2010: $0Net Assets 2010: $1,029,3622010Assets 2011: $895,598Liabilities 2011: $12011Assets 2012: $735,666Liabilities 2012: $0Net Assets 2012: $735,6662012Assets 2013: $873,705Liabilities 2013: $35Net Assets 2013: $873,6702013Assets 2014: $807,191Liabilities 2014: $0Net Assets 2014: $807,1912014Assets 2015: $805,507Liabilities 2015: $0Net Assets 2015: $805,5072015Assets 2016: $805,913Liabilities 2016: $2,426Net Assets 2016: $803,4872016Assets 2017: $821,827Liabilities 2017: $0Net Assets 2017: $821,8272017Assets 2018: $924,444Liabilities 2018: $0Net Assets 2018: $924,4442018Assets 2019: $812,609Liabilities 2019: $02019Assets 2020: $913,147Liabilities 2020: $0Net Assets 2020: $913,1472020Assets 2021: $1,151,155Liabilities 2021: $0Net Assets 2021: $1,151,1552021Assets 2022: $1,710,924Liabilities 2022: $0Net Assets 2022: $1,710,9242022Assets 2023: $1,769,817Liabilities 2023: $0Net Assets 2023: $1,769,8172023Assets 2024: $1,659,004Liabilities 2024: $0Net Assets 2024: $1,659,0042024

Highlighted filing

2014

Assets$807,191
Liabilities$0
Net Assets$807,191

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $84,4992010Revenue 2011: $69,635Expenses 2011: $217,299Net Income 2011: -$147,6642011Expenses 2012: $131,6832012Revenue 2013: $196,191Expenses 2013: $49,614Net Income 2013: $146,5772013Revenue 2014: $55,013Expenses 2014: $122,932Net Income 2014: -$67,9192014Revenue 2015: $48,188Expenses 2015: $51,632Net Income 2015: -$3,4442015Revenue 2016: $36,886Expenses 2016: $41,356Net Income 2016: -$4,4702016Revenue 2017: $48,947Expenses 2017: $31,776Net Income 2017: $17,1712017Revenue 2018: $104,576Expenses 2018: $7,722Net Income 2018: $96,8542018Revenue 2019: $105,578Expenses 2019: $263,225Net Income 2019: -$157,6472019Revenue 2020: $79,635Expenses 2020: $5,750Net Income 2020: $73,8852020Revenue 2021: $240,941Expenses 2021: $7,595Net Income 2021: $233,3462021Revenue 2022: $579,336Expenses 2022: $12,970Net Income 2022: $566,3662022Revenue 2023: $308,460Expenses 2023: $235,306Net Income 2023: $73,1542023Revenue 2024: $76,594Expenses 2024: $190,142Net Income 2024: -$113,5482024

Highlighted filing

2014

Revenue$55,013
Expenses$122,932
Net Income-$67,919
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 17, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen J LockwoodTrustee-$0--
Frances R LockwoodTrustee-$0--
Henry W Comstock JrTrustee-$0--
Richard E MastrocolaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Willowbank Foundation
EIN
04-6819602
Phone
9787409119
Address
123 Pleasant Street No 202, Marblehead, MA 01945

Signing Officer

Name
Richard E Mastrocola
Title
Trustee
Phone
7812459999
Signed
2015-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Tonneson & Company Inc
Address
401 Edgewater Place Suite 300, Wakefield, MA 01880-6208
Preparer
Cynthia P Almquist
Phone
7812459999
Raw XML AppendixShowing 400 of 401 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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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Stephen J Lockwood
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01925 Galleon Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Naples
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09787409119
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter form
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Stephen Frances Lockwood co SJL Co
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09787409119
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0123 Pleasant St Suite 202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Marblehead
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001945
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Makes Grants to 501(c)(3) organizations
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Inner City Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Guadalupe IT IS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Golisano Childern's Museum of Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NCH Health
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 Franklin Street Suite 630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1509 Hope Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt215080 Livingston Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Immokalee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334106
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0110000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt048337
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt087772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0163764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02877
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02877
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0341721
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt061663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04085
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087772
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0163764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024437
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt061663
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0344598
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0282935
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Management Fees - BNYMellon
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Mass PC Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Class Action
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Cash from Merger
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0242
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1602
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0242
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1602
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01440
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in unrealized appreciation/depreciation
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/Amt17136
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Income Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt041
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt17136
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard E Mastrocola
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812459999
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Willowbank Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0046819602
ReturnHeader/Filer/PhoneNum09787409119
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 Pleasant Street No 202
ReturnHeader/Filer/USAddress/CityNm0Marblehead
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001945
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042943536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tonneson & Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 Edgewater Place Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wakefield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018806208
ReturnHeader/PreparerPersonGrp/PhoneNum07812459999
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia P Almquist
ReturnHeader/ReturnTs02015-06-17T14:57:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.08$0.19$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.31$0.24$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.58$0.01$0.57
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.24$0.01$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.08$0.01$0.07
2019Summary only. Only limited summary data is available for this year.$0.81$0.00$0.11$0.26$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.10$0.01$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.05$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.80$0.04$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.06$0.12$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.20$0.05$0.15
2012Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.13
2011Summary only. Only limited summary data is available for this year.$0.90$0.00$0.07$0.22$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08