Civic Intelligence

Eagle Realty Holdings Inc

990 • Fiscal year 2016 • EIN 11-3053106

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

Organization ProfileWWW.WMHO.ORG
PO Box 572Stony Brook, NY 11790

(631) 751-2244

Siviq Scores

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

Liabilities / Assets

47th percentile

0.35x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

1.05x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2016

Net Margin

47th percentile

7.0%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2016 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2016

Asset Growth

11th percentile

-7.5%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-3.1%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$7,287,030

Down $587,976 (-7.5%) from 2015

Net Assets

Flat

$4,770,369

Flat from 2015

Liabilities

Down

$2,516,661

Down $587,976 (-19%) from 2015

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin47th percentile

Revenue

Down

$2,400,785

Down $77,828 (-3.1%) from 2015

Expenses

Up

$2,233,045

Up $23,912 (+1.1%) from 2015

Net Income

Down

$167,740

Down $101,740 (-38%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,522,913Liabilities 2011: $2,752,544Net Assets 2011: $4,770,3692011Assets 2012: $7,451,508Liabilities 2012: $2,681,139Net Assets 2012: $4,770,3692012Assets 2013: $7,304,451Liabilities 2013: $2,534,082Net Assets 2013: $4,770,3692013Assets 2014: $7,796,460Liabilities 2014: $3,026,091Net Assets 2014: $4,770,3692014Assets 2015: $7,875,006Liabilities 2015: $3,104,637Net Assets 2015: $4,770,3692015Assets 2016: $7,287,030Liabilities 2016: $2,516,661Net Assets 2016: $4,770,3692016Assets 2017: $7,304,286Liabilities 2017: $2,533,917Net Assets 2017: $4,770,3692017Assets 2018: $7,898,349Liabilities 2018: $3,127,980Net Assets 2018: $4,770,3692018Assets 2019: $8,195,826Liabilities 2019: $3,425,457Net Assets 2019: $4,770,3692019Assets 2020: $9,044,446Liabilities 2020: $4,274,077Net Assets 2020: $4,770,3692020Assets 2021: $10,477,968Liabilities 2021: $5,707,599Net Assets 2021: $4,770,3692021Assets 2022: $5,362,438Liabilities 2022: $592,069Net Assets 2022: $4,770,3692022Assets 2023: $5,557,524Liabilities 2023: $787,155Net Assets 2023: $4,770,3692023Assets 2024: $5,757,733Liabilities 2024: $987,364Net Assets 2024: $4,770,3692024

Highlighted filing

2016

Assets$7,287,030
Liabilities$2,516,661
Net Assets$4,770,369
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2011: $2,496,114Expenses 2011: $1,885,254Net Income 2011: $610,8602011Revenue 2012: $2,437,367Expenses 2012: $1,949,719Net Income 2012: $487,6482012Revenue 2013: $2,484,265Expenses 2013: $2,227,928Net Income 2013: $256,3372013Revenue 2014: $2,390,181Expenses 2014: $2,166,574Net Income 2014: $223,6072014Revenue 2015: $2,478,613Expenses 2015: $2,209,133Net Income 2015: $269,4802015Revenue 2016: $2,400,785Expenses 2016: $2,233,045Net Income 2016: $167,7402016Revenue 2017: $2,426,065Expenses 2017: $2,163,726Net Income 2017: $262,3392017Revenue 2018: $2,546,778Expenses 2018: $2,138,941Net Income 2018: $407,8372018Revenue 2019: $2,633,155Expenses 2019: $2,050,898Net Income 2019: $582,2572019Revenue 2020: $2,635,582Expenses 2020: $1,774,627Net Income 2020: $860,9552020Revenue 2021: $2,704,128Expenses 2021: $1,978,696Net Income 2021: $725,4322021Revenue 2022: $3,638,770Expenses 2022: $2,353,822Net Income 2022: $1,284,9482022Revenue 2023: $2,952,320Expenses 2023: $2,306,076Net Income 2023: $646,2442023Revenue 2024: $2,788,098Expenses 2024: $2,588,246Net Income 2024: $199,8522024

Highlighted filing

2016

Revenue$2,400,785
Expenses$2,233,045
Net Income$167,740
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$2,400,785
Mission and Program Overview

Mission

The organization holds commercial and residential properties which are rented at fair market rates. The organization is responsible for collecting rents and maintaining its properties. Net proceeds are distributed to the ward melville heritage organization, ltd. For its charitable activities.

The purpose of eagle realty holdings, inc. Is to hold title to commercial and residential properties and distribute the net proceeds to the ward melville heritage organization, ltd. To continue its charitable mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,755,528$3,376,935▲ $621,407
Land, Buildings, and Equipment, Net$3,477,574$3,280,484▼ $197,090
Savings and Temporary Cash Investments$1,486,777$557,290▼ $929,487
Accounts Receivable$133,459$57,627▼ $75,832
Prepaid Expenses and Deferred Charges$21,668$14,694▼ $6,974
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,875,006$7,287,030▼ $587,976
Other Assets Total-$0-
Liabilities
Other Liabilities$1,724,682$1,201,001▼ $523,681
Mortgage Notes Payable Secured by Investment Property$1,126,549$1,103,035▼ $23,514
Accounts Payable and Accrued Expenses$253,406$212,625▼ $40,781
Total Liabilities$3,104,637$2,516,661▼ $587,976
Net Assets / Fund Balance
Unrestricted Net Assets$4,770,369$4,770,369→ $0
Total Net Assets Fund Balance$4,770,369$4,770,369→ $0
Total Liabilities and Net Assets / Fund Balance$7,875,006$7,287,030▼ $587,976

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,228,826$5,832,309$7,061,135
Land$1,482,136-$1,482,136
Leasehold Improvements$459,537$962,538$1,422,075
Other Land Buildings$109,985$1,031,692$1,141,677
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Dr Richard RugenChairman
gloria d rocchioPresident
Charles PierothVice Chairman
Anna M KerekesTrustee
Charles NapoliTrustee
James MurdoccoTrustee
Kathleen MichTrustee
Laura Huang-ErnstTrustee
Mary Van TuylTrustee
Daniel RoweSecretary
Edward J Gutleber EsqTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Landscapes by Sean M FleckLandscapingPO Box 1363, Stony Brook, NY 11790$193,339
EW Howell Construction GroupConstruction245 Newtown Road, Plainview, NY 11803$103,811
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$74,712
Other Revenue
$2,326,073
Change in Net Assets
$167,740

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,400,785
Revenue Not Reported on Form 990
$-38,873
Total Revenue per Audited Statements
$2,361,912
Total Revenue per Form 990
$2,400,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,233,045
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
Occupancy$974,858--$974,858
Fees for Services Management$303,700$139,044-$442,744
Depreciation Depletion$373,666--$373,666
Insurance$164,587--$164,587
Advertising$162,526--$162,526
Interest$44,971--$44,971
Fees for Services Legal-$12,605-$12,605
Office Expenses$2,010$9,942-$11,952
Fees for Services Accounting-$6,500-$6,500
Other Expenses$4,058$20,000-$4,058
All Other Expenses$2,069$766-$2,835
Travel$559--$559
Total Functional Expenses$2,044,188$188,857$0$2,233,045

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,233,045
Total Expenses per Audited Statements$2,233,045
Total Expenses per Form 990$2,233,045
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
inter-affiliate payableS$987,851
Rent Security Deposits$213,150
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Eagle realty holdings, inc. Along with its affiliates hamlet fund, inc. And the ward melville heritage organization, ltd. Share a common board of trustees and are both managed by another affiliate, stony brook hamlet management, inc., which assesses a management fee to all organizations for their services.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“After the board has approved the financial statements, the form 990 is completed by the preparer and submitted to management. The document is reviewed by management and is then distributed to the board for review. The board has five days and any comments or questions are presented to management which communicates them directly to the preparer.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“When a member is elected to the board of trustees, conflict of interest forms are completed. When possible conflicts arise, management will investigate them.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents, financial statements and 990's are maintained at the organization's administrative offices located in stony brook, new york. The public may request to see documents at the offices at any time.”

Filing and Contact Details

Filer

Filer Name
Eagle Realty Holdings Inc
EIN
11-3053106
Phone
6317512244
Address
PO BOX 572, STONY BROOK, NY 11790

Signing Officer

Name
Gloria D Rocchio
Title
President
Signed
2017-02-10
Discuss with paid preparer
Yes

Organization Details

Formed
1939
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
13

Preparer

Firm
Nawrocki Smith Llp
Address
290 BROADHOLLOW RD STE 115E, MELVILLE, NY 11747-4822
Preparer
Michael E Nawrocki
Phone
6317569500
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Distribution to Affiliate = -$128867”

Financial Statement Notes

Part X : FIN48 Footnote

“The organization has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending june 30, 2013 and subsequent remain subject to examination by the applicable taxing authorities.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
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IRS990/InsuranceGrp/TotalAmt0164587
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt044971
IRS990/InterestGrp/TotalAmt044971
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt03280484
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IRS990/MissionDesc0THE ORGANIZATION HOLDS COMMERCIAL AND RESIDENTIAL PROPERTIES WHICH ARE RENTED AT FAIR MARKET RATES. THE ORGANIZATION IS RESPONSIBLE FOR COLLECTING RENTS AND MAINTAINING ITS PROPERTIES. NET PROCEEDS ARE DISTRIBUTED TO THE WARD MELVILLE HERITAGE ORGANIZATION, LTD. FOR ITS CHARITABLE ACTIVITIES.
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01103035
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IRS990/NetAssetsOrFundBalancesEOYAmt04770369
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NetUnrlzdGainsLossesInvstAmt0-38873
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IRS990/OccupancyGrp/ProgramServicesAmt0974858
IRS990/OccupancyGrp/TotalAmt0974858
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09942
IRS990/OfficeExpensesGrp/ProgramServicesAmt02010
IRS990/OfficeExpensesGrp/TotalAmt011952
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherChangesInNetAssetsAmt0-128867
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1CONTRACTUAL SERVICES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3COMMUNITY RELATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020000
IRS990/OtherExpensesGrp/ProgramServicesAmt06864
IRS990/OtherExpensesGrp/ProgramServicesAmt14320
IRS990/OtherExpensesGrp/ProgramServicesAmt24058
IRS990/OtherExpensesGrp/TotalAmt020000
IRS990/OtherExpensesGrp/TotalAmt16864
IRS990/OtherExpensesGrp/TotalAmt24320
IRS990/OtherExpensesGrp/TotalAmt34058
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IRS990/OtherLiabilitiesGrp/EOYAmt01201001
IRS990/OtherRevenueTotalAmt00
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IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014694
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYInvestmentIncomeAmt065466
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
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IRS990/PYOtherRevenueAmt02413147
IRS990/PYRevenuesLessExpensesAmt0269480
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0167740
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01486777
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt05832309
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07061135
IRS990ScheduleD/ExpensesSubtotalAmt02233045
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01482136
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01482136
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0459537
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0962538
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01422075
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-38873
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0109985
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01031692
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01141677
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0987851
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1213150
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0inter-affiliate payableS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RENT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt0-38873
IRS990ScheduleD/RevenueSubtotalAmt02400785
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2013 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalExpensesPerForm990Amt02233045
IRS990ScheduleD/TotalLiabilityAmt01201001
IRS990ScheduleD/TotalRevenuePerForm990Amt02400785
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02361912
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02233045
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EAGLE REALTY HOLDINGS, INC. ALONG WITH ITS AFFILIATES HAMLET FUND, INC. AND THE WARD MELVILLE HERITAGE ORGANIZATION, LTD. SHARE A COMMON BOARD OF TRUSTEES AND ARE BOTH MANAGED BY ANOTHER AFFILIATE, STONY BROOK HAMLET MANAGEMENT, INC., WHICH ASSESSES A MANAGEMENT FEE TO ALL ORGANIZATIONS FOR THEIR SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFTER THE BOARD HAS APPROVED THE FINANCIAL STATEMENTS, THE FORM 990 IS COMPLETED BY THE PREPARER AND SUBMITTED TO MANAGEMENT. THE DOCUMENT IS REVIEWED BY MANAGEMENT AND IS THEN DISTRIBUTED TO THE BOARD FOR REVIEW. THE BOARD HAS FIVE DAYS AND ANY COMMENTS OR QUESTIONS ARE PRESENTED TO MANAGEMENT WHICH COMMUNICATES THEM DIRECTLY TO THE PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WHEN A MEMBER IS ELECTED TO THE BOARD OF TRUSTEES, CONFLICT OF INTEREST FORMS ARE COMPLETED. WHEN POSSIBLE CONFLICTS ARISE, MANAGEMENT WILL INVESTIGATE THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND 990'S ARE MAINTAINED AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES LOCATED IN STONY BROOK, NEW YORK. THE PUBLIC MAY REQUEST TO SEE DOCUMENTS AT THE OFFICES AT ANY TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Distribution to Affiliate = -$128867
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0management
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0STONY BROOK HAMLET MANAGEMENT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO Box 572
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0STONY BROOK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd011790
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HAMLET FUND INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE WARD MELVILLE HERITAGE ORG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0113053108
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1112440592
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1(3)

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,287,030
Liabilities
$2,516,661
Net assets
$4,770,369
Revenue
$2,400,785
Expenses
$2,233,045
Net income
$167,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.76$0.99$4.77$2.79$2.59$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.56$0.79$4.77$2.95$2.31$0.65
2022Detailed filing. Detailed filing data is available for this year.$5.36$0.59$4.77$3.64$2.35$1.28
2021Detailed filing. Detailed filing data is available for this year.$10.5$5.71$4.77$2.70$1.98$0.73
2020Detailed filing. Detailed filing data is available for this year.$9.04$4.27$4.77$2.64$1.77$0.86
2019Detailed filing. Detailed filing data is available for this year.$8.20$3.43$4.77$2.63$2.05$0.58
2018Detailed filing. Detailed filing data is available for this year.$7.90$3.13$4.77$2.55$2.14$0.41
2017Detailed filing. Detailed filing data is available for this year.$7.30$2.53$4.77$2.43$2.16$0.26
2016Detailed filing. Detailed filing data is available for this year.$7.29$2.52$4.77$2.40$2.23$0.17
2015Summary only. Only limited summary data is available for this year.$7.88$3.10$4.77$2.48$2.21$0.27
2014Summary only. Only limited summary data is available for this year.$7.80$3.03$4.77$2.39$2.17$0.22
2013Summary only. Only limited summary data is available for this year.$7.30$2.53$4.77$2.48$2.23$0.26
2012Summary only. Only limited summary data is available for this year.$7.45$2.68$4.77$2.44$1.95$0.49
2011Summary only. Only limited summary data is available for this year.$7.52$2.75$4.77$2.50$1.89$0.61