Civic Intelligence

Perlite Institute Inc

990 • Fiscal year 2021 • EIN 13-1914131

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 28, 2022

2207 Forest Hills DrHarrisburg, PA 17112

(717) 238-9723

Siviq Scores

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

Liabilities / Assets

51st percentile

0.07x

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

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.35x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Net Margin

15th percentile

-7.4%

Higher net margin than 15% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Asset Growth

26th percentile

1.7%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

27%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$789,599

Up $13,128 (+1.7%) from 2020

Net Assets

Down

$733,048

Down $5,463 (-0.7%) from 2020

Liabilities

Up

$56,551

Up $18,591 (+49%) from 2020

Revenue

Up

$161,806

Up $34,432 (+27%) from 2020

Expenses

Up

$173,779

Up $15,957 (+10%) from 2020

Net Income

Up

-$11,973

Up $18,475 (+61%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $525,308Liabilities 2010: $58,510Net Assets 2010: $466,7982010Assets 2011: $523,476Liabilities 2011: $56,429Net Assets 2011: $467,0472011Assets 2012: $570,876Liabilities 2012: $76,531Net Assets 2012: $494,3452012Assets 2013: $579,155Liabilities 2013: $73,771Net Assets 2013: $505,3842013Assets 2014: $595,110Liabilities 2014: $86,583Net Assets 2014: $508,5272014Assets 2015: $572,814Liabilities 2015: $58,559Net Assets 2015: $514,2552015Assets 2016: $602,751Liabilities 2016: $29,455Net Assets 2016: $573,2962016Assets 2017: $723,433Liabilities 2017: $70,122Net Assets 2017: $653,3112017Assets 2018: $679,991Liabilities 2018: $39,087Net Assets 2018: $640,9042018Assets 2019: $823,767Liabilities 2019: $96,136Net Assets 2019: $727,6312019Assets 2020: $776,471Liabilities 2020: $37,960Net Assets 2020: $738,5112020Assets 2021: $789,599Liabilities 2021: $56,551Net Assets 2021: $733,0482021Assets 2022: $716,422Liabilities 2022: $88,351Net Assets 2022: $628,0712022Assets 2023: $725,239Liabilities 2023: $53,442Net Assets 2023: $671,7972023Assets 2024: $747,928Liabilities 2024: $82,119Net Assets 2024: $665,8092024

Highlighted filing

2021

Assets$789,599
Liabilities$56,551
Net Assets$733,048

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $133,7662010Expenses 2011: $141,0232011Expenses 2012: $156,0622012Revenue 2013: $167,747Expenses 2013: $178,477Net Income 2013: -$10,7302013Revenue 2014: $181,930Expenses 2014: $176,020Net Income 2014: $5,9102014Revenue 2015: $277,233Expenses 2015: $236,090Net Income 2015: $41,1432015Revenue 2016: $218,471Expenses 2016: $173,823Net Income 2016: $44,6482016Revenue 2017: $228,687Expenses 2017: $180,663Net Income 2017: $48,0242017Revenue 2018: $248,342Expenses 2018: $217,045Net Income 2018: $31,2972018Revenue 2019: $227,248Expenses 2019: $187,703Net Income 2019: $39,5452019Revenue 2020: $127,374Expenses 2020: $157,822Net Income 2020: -$30,4482020Revenue 2021: $161,806Expenses 2021: $173,779Net Income 2021: -$11,9732021Revenue 2022: $226,657Expenses 2022: $225,431Net Income 2022: $1,2262022Revenue 2023: $276,585Expenses 2023: $257,807Net Income 2023: $18,7782023Revenue 2024: $195,618Expenses 2024: $241,331Net Income 2024: -$45,7132024

Highlighted filing

2021

Revenue$161,806
Expenses$173,779
Net Income-$11,973
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 28, 2022
Return Version
2021v4.2
Gross Receipts
$222,405
Mission and Program Overview

Mission

Further the success and growth of the perlite industry worldwide by providing its members networking opportunities, education and research, foster customer-driven marketing, promotion and product development; and increase the publics awareness and knowledge of perlite.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$575,147$634,658▲ $59,511
Savings and Temporary Cash Investments$200,087$114,176▼ $85,911
Cash and Non-Interest-Bearing Accounts-$38,503-
Prepaid Expenses and Deferred Charges$1,237$2,262▲ $1,025
Total Assets$776,471$789,599▲ $13,128
Liabilities
Deferred Revenue$37,960$55,650▲ $17,690
Accounts Payable and Accrued Expenses-$901-
Total Liabilities$37,960$56,551▲ $18,591
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$738,511$733,048▼ $5,463
Total Net Assets Fund Balance$738,511$733,048▼ $5,463
Total Liabilities and Net Assets / Fund Balance$776,471$789,599▲ $13,128
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anita MulqueenyPast President
Keith HooplePresident
Jake HessVice President
Bridget Sheehy TiptonDirector
Edgar Valmana VelazquezDirector
Israel FerreresDirector
Jannick KnudsenDirector
Konstantinos MitsiouDirector
Matt GoeckerDirector
Richard BarabeDirector
Denise CalabreseExecutive Director
Alan KiralyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$108,500
Program Service Revenue
$0
Investment Income
$53,306
Other Revenue
$0
Change in Net Assets
$-11,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,337
Grants and Similar Amounts Paid$21,442
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$77,185
Fees for Services Other---$65,229
Foreign Grants---$21,442
Insurance---$1,886
Fees for Services Accounting---$1,452
Occupancy---$1,088
Information Technology---$1,005
Other Expenses$954--$954
Conferences and Meetings---$651
Office Expenses---$368
Total Functional Expenses$0$0$0$173,779
International Activity

International Summary

Spending
$21,442

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe including Iceland and GreenlandGrant makingResearch Grant--$21,442
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
In-house lobbying only
Yes
Subject to proxy tax
No
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 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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

Calabrese management is hired to perform all administrative duties. The contract for management is reviewed when the contract is up for renewal.

Members or stockholder classes and rights Part VI line 6

There are three membership categories: regular members are any entity engaged in the sale of perlite ore, expanded perlite, or engaged in the manuafacter and sale of perlite expanding equipment. Associate members is any entity engaged in the manufacturer or supply of products using perlite. Educator members are individuals who are studying or employed at an accredited institution. Only regular members have the right to vote.

Member election for additional members Part VI line 7A

Membership votes on the election of board members at the annual meeting.

Governing body decisions Part VI line 7B

By law changes and the board slate are voted on by members, all other decisions are by the board.

Form 990 governing body review Part VI line 11

The tax form 990 is sent to the treasurer for approval before filing.

Conflict of interest policy compliance Part VI line 12C

A conflict of interest policy is approved in the policy manual. Conflict of interest and disclosure statement are signed by each board member and kept on file annually.

CEO executive director top management comp Part VI line 15A

The board of directors performs a review of management when the contract is renewed. Compensation is set during contract negotiation.

Governing documents etc available to public Part VI line 19

The tax form 990 is available to the public. Governing documents, conflict of interest policies and financial statements are available upon request to the general public.

Filing and Contact Details

Filer

Filer Name
Perlite Institute Inc
EIN
13-1914131
Address
2207 FOREST HILLS DR, HARRISBURG, PA 17112

Signing Officer

Name
Denise Calabrese Cae
Title
Executive Direc
Phone
7172389723
Signed
2022-07-28
Discuss with paid preparer
No

Organization Details

Principal Officer
Alan Kiraly
Formed
1949
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
30

Preparer

Firm
Lisa Acri CPA & Associates Inc
Address
29 S UNION ST, Middletown, PA 17057
Preparer
Lisa Acri CPA
Phone
7179442000
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Unrealized gain in market value of investments

List of other fees for services expenses Part IX line 11G

Carolyn kimmel / newsletter editor $1552bonefrog creative inc / website updates $3547keith bell / newsletter $1740chuck vogelsang / technical spokesperson $11485kenneth wiener / research $17484panagniotis angelopolos / technical consultant $29167dov solutions / website $116calabrese mgmt / emails for consultants $138

General explanation attachment

The organization has entered into a contract with a management company. Calabrese management, inc., ein: 25-1874170, handles all management, financial, program and administrative duties for the organization. The company averaged 25 hours per week working for perlite institute in 2021.

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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/ProgSrvcAccomActy2Grp/Desc0QUARTERLY NEWSLETTER DISTRIBUTED ELECTRONICALLY TO MEMBERS AND FRIENDS OF THE INDUSTRY - OVER 150 INDIVIDUALS. MANAGED AND MAINTAINED WEBSITE.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0127090
IRS990/PYInvestmentIncomeAmt0284
IRS990/PYOtherExpensesAmt0157822
IRS990/PYRevenuesLessExpensesAmt0-30448
IRS990/PYTotalExpensesAmt0157822
IRS990/PYTotalRevenueAmt0127374
IRS990/ReconcilationRevenueExpnssAmt0-11973
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200087
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0114176
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt021442
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Europe including Iceland and Greenland
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0RESEARCH GRANT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Grant making
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt021442
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/DescriptionOfNonCashAsstTxt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0RESEARCH FOR WATER RETENTION OF PERLITE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Europe including Iceland and Greenland
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0Book
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt021442
IRS990ScheduleF/TotalSpentAmt021442
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CALABRESE MANAGEMENT IS HIRED TO PERFORM ALL ADMINISTRATIVE DUTIES. THE CONTRACT FOR MANAGEMENT IS REVIEWED WHEN THE CONTRACT IS UP FOR RENEWAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE THREE MEMBERSHIP CATEGORIES: REGULAR MEMBERS ARE ANY ENTITY ENGAGED IN THE SALE OF PERLITE ORE, EXPANDED PERLITE, OR ENGAGED IN THE MANUAFACTER AND SALE OF PERLITE EXPANDING EQUIPMENT. ASSOCIATE MEMBERS IS ANY ENTITY ENGAGED IN THE MANUFACTURER OR SUPPLY OF PRODUCTS USING PERLITE. EDUCATOR MEMBERS ARE INDIVIDUALS WHO ARE STUDYING OR EMPLOYED AT AN ACCREDITED INSTITUTION. ONLY REGULAR MEMBERS HAVE THE RIGHT TO VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP VOTES ON THE ELECTION OF BOARD MEMBERS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BY LAW CHANGES AND THE BOARD SLATE ARE VOTED ON BY MEMBERS, ALL OTHER DECISIONS ARE BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TAX FORM 990 IS SENT TO THE TREASURER FOR APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A CONFLICT OF INTEREST POLICY IS APPROVED IN THE POLICY MANUAL. CONFLICT OF INTEREST AND DISCLOSURE STATEMENT ARE SIGNED BY EACH BOARD MEMBER AND KEPT ON FILE ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS PERFORMS A REVIEW OF MANAGEMENT WHEN THE CONTRACT IS RENEWED. COMPENSATION IS SET DURING CONTRACT NEGOTIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE TAX FORM 990 IS AVAILABLE TO THE PUBLIC. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UNREALIZED GAIN IN MARKET VALUE OF INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CAROLYN KIMMEL / NEWSLETTER EDITOR $1552BONEFROG CREATIVE INC / WEBSITE UPDATES $3547KEITH BELL / NEWSLETTER $1740CHUCK VOGELSANG / TECHNICAL SPOKESPERSON $11485KENNETH WIENER / RESEARCH $17484PANAGNIOTIS ANGELOPOLOS / TECHNICAL CONSULTANT $29167DOV SOLUTIONS / WEBSITE $116CALABRESE MGMT / EMAILS FOR CONSULTANTS $138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10THE ORGANIZATION HAS ENTERED INTO A CONTRACT WITH A MANAGEMENT COMPANY. CALABRESE MANAGEMENT, INC., EIN: 25-1874170, HANDLES ALL MANAGEMENT, FINANCIAL, PROGRAM AND ADMINISTRATIVE DUTIES FOR THE ORGANIZATION. THE COMPANY AVERAGED 25 HOURS PER WEEK WORKING FOR PERLITE INSTITUTE IN 2021.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10General explanation attachment
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0776471
IRS990/TotalAssetsEOYAmt0789599
IRS990/TotalAssetsGrp/BOYAmt0776471
IRS990/TotalAssetsGrp/EOYAmt0789599
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0108500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0173779
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt037960
IRS990/TotalLiabilitiesEOYAmt056551
IRS990/TotalLiabilitiesGrp/BOYAmt037960
IRS990/TotalLiabilitiesGrp/EOYAmt056551
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0738511
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0733048
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt047076
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06230
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0161806
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0776471
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0789599
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.PERLITE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE CALABRESE CAE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum07172389723
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERLITE INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0PERL
ReturnHeader/Filer/EIN0131914131
ReturnHeader/Filer/USAddress/AddressLine1Txt02207 FOREST HILLS DR
ReturnHeader/Filer/USAddress/CityNm0HARRISBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261677336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LISA ACRI CPA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 S UNION ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Middletown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017057
ReturnHeader/PreparerPersonGrp/PhoneNum07179442000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA ACRI CPA
ReturnHeader/ReturnTs02022-07-28T14:06:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DENISE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALABRESE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.48$0.82$6.66$1.96$2.41$0.46
2023Detailed filing. Detailed filing data is available for this year.$7.25$0.53$6.72$2.77$2.58$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.16$0.88$6.28$2.27$2.25$0.01
2021Detailed filing. Detailed filing data is available for this year.$7.90$0.57$7.33$1.62$1.74$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.76$0.38$7.39$1.27$1.58$0.30
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.24$0.96$7.28$2.27$1.88$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.80$0.39$6.41$2.48$2.17$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.70$6.53$2.29$1.81$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.03$0.29$5.73$2.18$1.74$0.45
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.59$5.14$2.77$2.36$0.41
2014Detailed filing. Detailed filing data is available for this year.$5.95$0.87$5.09$1.82$1.76$0.06
2013Detailed filing. Detailed filing data is available for this year.$5.79$0.74$5.05$1.68$1.78$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.77$4.94$1.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$0.56$4.67$1.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.59$4.67$1.34