Civic Intelligence

Alpha XI Delta Association of Syracuse

990 • Fiscal year 2021 • EIN 15-0532669

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization Profile
125 Euclid AvenueSyracuse, NY 13210-2822

(908) 431-5670

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2021 filings • NTEE N • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

34th percentile

0.00x

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

2021 filings • NTEE N • $500k-$1M nonprofits • Source year 2021

Net Margin

49th percentile

12%

Higher net margin than 49% of similar nonprofits.

2021 filings • NTEE N • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2021 filings • NTEE N • $500k-$1M nonprofits • Source year 2021

Asset Growth

47th percentile

8.5%

Faster asset growth than 47% of similar nonprofits.

2021 filings • NTEE N • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

41%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • NTEE N • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$512,566

Up $40,096 (+8.5%) from 2020

Net Assets

Up

$512,566

Up $40,096 (+8.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin49th percentile

Revenue

Up

$336,846

Up $97,637 (+41%) from 2020

Expenses

Up

$296,750

Up $21,155 (+7.7%) from 2020

Net Income

Up

$40,096

Up $76,482 (+210%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2011: $655Liabilities 2011: $0Net Assets 2011: $6552011Assets 2012: $160,671Liabilities 2012: $43,594Net Assets 2012: $117,0772012Assets 2013: $298,025Liabilities 2013: $7,061Net Assets 2013: $290,9642013Assets 2014: $314,035Liabilities 2014: $3,590Net Assets 2014: $310,4452014Assets 2015: $365,150Liabilities 2015: $0Net Assets 2015: $365,1502015Assets 2016: $417,387Liabilities 2016: $0Net Assets 2016: $417,3872016Assets 2017: $353,431Liabilities 2017: $0Net Assets 2017: $353,4312017Assets 2018: $411,508Liabilities 2018: $0Net Assets 2018: $411,5082018Assets 2019: $508,856Liabilities 2019: $0Net Assets 2019: $508,8562019Assets 2020: $472,470Liabilities 2020: $0Net Assets 2020: $472,4702020Assets 2021: $512,566Liabilities 2021: $0Net Assets 2021: $512,5662021Assets 2022: $580,540Liabilities 2022: $0Net Assets 2022: $580,5402022Assets 2023: $580,556Liabilities 2023: $0Net Assets 2023: $580,5562023Assets 2024: $540,202Liabilities 2024: $0Net Assets 2024: $540,2022024

Highlighted filing

2021

Assets$512,566
Liabilities$0
Net Assets$512,566
Open 2021 Filing

Operations Trend

Revenue Growth53rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $312,207Expenses 2011: $272,417Net Income 2011: $39,7902011Revenue 2012: $347,863Expenses 2012: $212,788Net Income 2012: $135,0752012Revenue 2013: $359,727Expenses 2013: $312,572Net Income 2013: $47,1552013Revenue 2014: $390,927Expenses 2014: $371,446Net Income 2014: $19,4812014Revenue 2015: $380,381Expenses 2015: $320,795Net Income 2015: $59,5862015Revenue 2016: $375,177Expenses 2016: $295,173Net Income 2016: $80,0042016Revenue 2017: $324,534Expenses 2017: $388,490Net Income 2017: -$63,9562017Revenue 2018: $428,035Expenses 2018: $369,958Net Income 2018: $58,0772018Revenue 2019: $473,895Expenses 2019: $376,547Net Income 2019: $97,3482019Revenue 2020: $239,209Expenses 2020: $275,595Net Income 2020: -$36,3862020Revenue 2021: $336,846Expenses 2021: $296,750Net Income 2021: $40,0962021Revenue 2022: $432,430Expenses 2022: $364,456Net Income 2022: $67,9742022Revenue 2023: $431,234Expenses 2023: $431,218Net Income 2023: $162023Revenue 2024: $400,043Expenses 2024: $440,397Net Income 2024: -$40,3542024

Highlighted filing

2021

Revenue$336,846
Expenses$296,750
Net Income$40,096
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Gross Receipts
$336,846
Mission and Program Overview

Mission

The associations main purpose is the daily operations of the chapter house located at 125 euclid avenue, syracuse, ny 13210. The association houses members of the chapter during the academic school year.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$350,397$398,815▲ $48,418
Land, Buildings, and Equipment, Net$122,073$113,751▼ $8,322
Total Assets$472,470$512,566▲ $40,096
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$472,470$512,566▲ $40,096
Total Net Assets Fund Balance$472,470$512,566▲ $40,096
Total Liabilities and Net Assets / Fund Balance$472,470$512,566▲ $40,096

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$113,751$177,219$290,970
Compensation and Service Providers
Top Officer Pay66th percentile

Board Members and Trustees

NameTitle
Ashley VanerioPresident
Laura GeorgianSecretary
Alexandra CarlsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$336,846
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$40,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$296,750
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---$77,313
Other Expenses---$11,100
Fees for Services Accounting---$9,500
Depreciation Depletion---$8,322
All Other Expenses---$3,649
Total Functional Expenses$0$0$0$296,750
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
Backup withholding compliance
No
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, Page 6, Part VI, Line 11B

“990 will be reviewed by the board of directors prior to filing”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Association
EIN
15-0532669
Phone
9084315670
Address
125 EUCLID AVENUE, SYRACUSE, NY 13210-2822

Signing Officer

Name
Ashley Vanerio
Title
President
Phone
9084315670
Signed
2022-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1911
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
3

Preparer

Firm
The Creative Planners Group Ltd
Address
660 WHITE PLAINS RD STE 345, TARRYTOWN, NY 10591-5139
Preparer
Leonard M Sander
Phone
9144680300
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provided room and board services for student members for the academic year”

Form 990, Part XI, Line 9

“PRIOR YEARS PAYROLL 0”

Raw XML Appendix236 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ASSOCIATIONS MAIN PURPOSE IS THE DAILY OPERATIONS OF THE CHAPTER HOUSE LOCATED AT 125 EUCLID AVENUE, SYRACUSE, NY 13210. THE ASSOCIATION HOUSES MEMBERS OF THE CHAPTER DURING THE ACADEMIC SCHOOL YEAR.
IRS990/AllOtherExpensesGrp/TotalAmt03649
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE CREATIVE PLANNERS GROUP LTD
IRS990/BooksInCareOfDetail/PhoneNum09144680300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0660 WHITE PLAINS ROAD
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 345
IRS990/BooksInCareOfDetail/USAddress/CityNm0TARRYTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010591
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0350397
IRS990/CashNonInterestBearingGrp/EOYAmt0398815
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0296750
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0336846
IRS990/CYRevenuesLessExpensesAmt040096
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0296750
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0336846
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt08322
IRS990/Desc0PROVIDED ROOM AND BOARD SERVICES FOR STUDENT MEMBERS FOR THE ACADEMIC SCHOOL YEAR.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt09500
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0ASHLEY VANERIO
IRS990/Form990PartVIISectionAGrp/PersonNm1ALEXANDRA CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm2LAURA GEORGIAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01911
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0336846
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0177219
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0122073
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0113751
IRS990/LandBldgEquipCostOrOtherBssAmt0290970
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ASSOCIATIONS MAIN PURPOSE IS THE DAILY OPERATIONS OF THE CHAPTER HOUSE LOCATED AT 125 EUCLID AVENUE, SYRACUSE, NY 13210. THE ASSOCIATION HOUSES MEMBERS OF THE CHAPTER DURING THE ACADEMIC SCHOOL YEAR.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0472470
IRS990/NetAssetsOrFundBalancesEOYAmt0512566
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0472470
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0512566
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt077313
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0FOOD/GROCERIES/MEALS
IRS990/OtherExpensesGrp/Desc1WAGES
IRS990/OtherExpensesGrp/Desc2REPAIRS
IRS990/OtherExpensesGrp/Desc3PROPERTY MANAGEMENT
IRS990/OtherExpensesGrp/TotalAmt094312
IRS990/OtherExpensesGrp/TotalAmt167090
IRS990/OtherExpensesGrp/TotalAmt225464
IRS990/OtherExpensesGrp/TotalAmt311100
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0764 COMSTOCK AVE/EUCLID AVE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0336846
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0336846
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDED ROOM AND BOARD SERVICES FOR STUDENT MEMBERS FOR THE ACADEMIC YEAR
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYOtherExpensesAmt0275595
IRS990/PYProgramServiceRevenueAmt0239209
IRS990/PYRevenuesLessExpensesAmt0-36386
IRS990/PYTotalExpensesAmt0275595
IRS990/PYTotalRevenueAmt0239209
IRS990/ReconcilationRevenueExpnssAmt040096
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0113751
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0177219
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0290970
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0113751
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDED ROOM AND BOARD SERVICES FOR STUDENT MEMBERS FOR THE ACADEMIC YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 WILL BE REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEARS PAYROLL 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0472470
IRS990/TotalAssetsEOYAmt0512566
IRS990/TotalAssetsGrp/BOYAmt0472470
IRS990/TotalAssetsGrp/EOYAmt0512566
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0296750
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0472470
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0512566
IRS990/TotalProgramServiceRevenueAmt0336846
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0336846
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0336846
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0472470
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0512566
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY VANERIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09084315670
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA XI DELTA ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SYRACUSE
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0150532669
ReturnHeader/Filer/PhoneNum09084315670
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 EUCLID AVENUE
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0132102822
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133490936
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE CREATIVE PLANNERS GROUP LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0660 WHITE PLAINS RD STE 345
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TARRYTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105915139
ReturnHeader/PreparerPersonGrp/PhoneNum09144680300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEONARD M SANDER
ReturnHeader/ReturnTs02022-11-14T13:17:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ASHLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VANERIO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$512,566
Liabilities
$0
Net assets
$512,566
Revenue
$336,846
Expenses
$296,750
Net income
$40,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.40$0.00$5.40$4.00$4.40$0.40
2023Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$4.31$4.31$0.00
2022Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$4.32$3.64$0.68
2021Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$3.37$2.97$0.40
2020Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$2.39$2.76$0.36
2019Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$4.74$3.77$0.97
2018Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$4.28$3.70$0.58
2017Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$3.25$3.88$0.64
2016Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$3.75$2.95$0.80
2015Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$3.80$3.21$0.60
2014Detailed filing. Detailed filing data is available for this year.$3.14$0.04$3.10$3.91$3.71$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.98$0.07$2.91$3.60$3.13$0.47
2012Summary only. Only limited summary data is available for this year.$1.61$0.44$1.17$3.48$2.13$1.35
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$3.12$2.72$0.40