Civic Intelligence

Service Employees Benefit Fund

990 • Fiscal year 2018 • EIN 15-0613682

Nov 01, 2017 to Oct 31, 2018 • Filed on Aug 08, 2019

Organization ProfileWWW.SEBF.ORG

View Organization Page

250 S Clinton Street Suite 200Syracuse, NY 13202

(315) 218-6513

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

54th percentile

6.5%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

63rd percentile

$120,366

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

63rd percentile

6.7%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

5.2%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$31,828,585

Up $1,991,684 (+6.7%) from 2017

Net Assets

Up

$31,657,576

Up $1,978,257 (+6.7%) from 2017

Liabilities

Up

$171,009

Up $13,427 (+8.5%) from 2017

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin54th percentile

Revenue

Up

$38,418,143

Up $1,882,548 (+5.2%) from 2017

Expenses

Up

$35,934,156

Up $2,718,387 (+8.2%) from 2017

Net Income

Down

$2,483,987

Down $835,839 (-25%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$60M$40M$20M$0Assets 2010: $10,965,042Liabilities 2010: $971,811Net Assets 2010: $9,993,2312010Assets 2011: $12,692,277Liabilities 2011: $304,265Net Assets 2011: $12,388,0122011Assets 2012: $13,762,149Liabilities 2012: $145,310Net Assets 2012: $13,616,8392012Assets 2013: $16,875,932Liabilities 2013: $221,820Net Assets 2013: $16,654,1122013Assets 2014: $18,289,205Liabilities 2014: $156,199Net Assets 2014: $18,133,0062014Assets 2015: $21,723,014Liabilities 2015: $126,398Net Assets 2015: $21,596,6162015Assets 2016: $25,823,242Liabilities 2016: $140,608Net Assets 2016: $25,682,6342016Assets 2017: $29,836,901Liabilities 2017: $157,582Net Assets 2017: $29,679,3192017Assets 2018: $31,828,585Liabilities 2018: $171,009Net Assets 2018: $31,657,5762018Assets 2019: $38,057,785Liabilities 2019: $161,792Net Assets 2019: $37,895,9932019Assets 2020: $47,131,622Liabilities 2020: $151,243Net Assets 2020: $46,980,3792020Assets 2021: $52,829,631Liabilities 2021: $166,117Net Assets 2021: $52,663,5142021Assets 2022: $51,277,450Liabilities 2022: $160,140Net Assets 2022: $51,117,3102022Assets 2023: $46,740,990Liabilities 2023: $237,325Net Assets 2023: $46,503,6652023Assets 2024: $52,074,243Liabilities 2024: $229,131Net Assets 2024: $51,845,1122024

Highlighted filing

2018

Assets$31,828,585
Liabilities$171,009
Net Assets$31,657,576
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $16,548,6742010Expenses 2011: $18,465,7022011Expenses 2012: $24,247,5102012Expenses 2013: $24,178,3822013Revenue 2014: $25,692,184Expenses 2014: $24,103,231Net Income 2014: $1,588,9532014Revenue 2015: $29,298,010Expenses 2015: $26,090,144Net Income 2015: $3,207,8662015Revenue 2016: $35,087,729Expenses 2016: $31,329,938Net Income 2016: $3,757,7912016Revenue 2017: $36,535,595Expenses 2017: $33,215,769Net Income 2017: $3,319,8262017Revenue 2018: $38,418,143Expenses 2018: $35,934,156Net Income 2018: $2,483,9872018Revenue 2019: $40,693,016Expenses 2019: $36,218,498Net Income 2019: $4,474,5182019Revenue 2020: $43,310,490Expenses 2020: $36,237,102Net Income 2020: $7,073,3882020Revenue 2021: $42,030,691Expenses 2021: $38,819,978Net Income 2021: $3,210,7132021Revenue 2022: $43,032,952Expenses 2022: $38,297,083Net Income 2022: $4,735,8692022Revenue 2023: $39,388,246Expenses 2023: $44,818,457Net Income 2023: -$5,430,2112023Revenue 2024: $48,185,245Expenses 2024: $46,381,057Net Income 2024: $1,804,1882024

Highlighted filing

2018

Revenue$38,418,143
Expenses$35,934,156
Net Income$2,483,987
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Aug 8, 2019
Return Version
2017v2.3
Gross Receipts
$38,418,143
Mission and Program Overview

Mission

To provide health and welfare services to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$29,679,319$31,657,576▲ $1,978,257
Investments in Publicly Traded Securities$23,257,795$25,128,803▲ $1,871,008
Accounts Receivable$2,868,772$3,201,060▲ $332,288
Cash and Non-Interest-Bearing Accounts$3,092,295$2,888,789▼ $203,506
Prepaid Expenses and Deferred Charges$119,080$116,584▼ $2,496
Land, Buildings, and Equipment, Net$46,585$32,778▼ $13,807
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$29,836,901$31,828,585▲ $1,991,684
Other Assets Total$452,374$460,571▲ $8,197
Liabilities
Accounts Payable and Accrued Expenses$157,582$171,009▲ $13,427
Total Liabilities$157,582$171,009▲ $13,427
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,679,319$31,657,576▲ $1,978,257
Total Liabilities and Net Assets / Fund Balance$29,836,901$31,828,585▲ $1,991,684

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$32,778$280,115$312,893
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tammy McmanusFund ManagerFT$98,667$21,699$120,366

Board Members and Trustees

NameTitle
Elizabeth GolembeskiTrustee
John MurrayTrustee
Kathy TuckerTrustee
Liz SmithTrustee
Robert WoodTrustee
Ruth HellerTrustee
Scott PhillipsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$37,842,267
Investment Income
$526,702
Other Revenue
$49,174
Change in Net Assets
$2,483,987

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,342,579
Revenue Not Reported on Financial Statements
$75,564
Revenue Not Reported on Form 990
$-505,730
Total Revenue per Audited Statements
$37,836,849
Total Revenue per Form 990
$38,418,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$906,514
Salaries, Compensation, and Employee Benefits$700,673
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$34,326,969
Insurance---$450,538
Other Salaries and Wages---$421,996
Current Officers, Directors, Trustees, and Key Employees---$120,366
Pension Plan Contributions---$115,239
Office Expenses---$78,279
Fees for Service Investment Mgmnt Fees---$75,564
Fees for Services Other---$67,618
Fees for Services Legal---$65,544
Payroll Taxes---$43,072
Occupancy---$37,591
Fees for Services Accounting---$28,050
Depreciation Depletion---$13,807
Travel---$3,405
Conferences and Meetings---$3,388
Other Expenses---$836
Total Functional Expenses$0$0$0$35,934,156

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$35,934,156
Expenses per Audited Statements$35,858,592
Total Expenses per Audited Statements$35,858,592
Expenses Not Reported on Financial Statements$75,564
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The plan contains union members.”

Form 990, Part VI, Section B, Line 11B

“The draft form 990 is reviewed by the board of trustees prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“Each year, board members and all staff are required to sign a conflict of interest statement. Statements are reviewed annually by the chairman and fund manager.”

Form 990, Part VI, Section B, Line 15

“The fund manager's salary is approved by the board of trustees through the budget.”

Form 990, Part VI, Section C, Line 19

“The irs form 990 will be provided to any individual upon written or in person request without charge other than reasonable fees for copying and postage.”

Filing and Contact Details

Filer

Filer Name
Service Employees Benefit Fund
EIN
15-0613682
Phone
3152186513
Address
250 S CLINTON STREET SUITE 200, SYRACUSE, NY 13202

Signing Officer

Name
Tammy Mcmanus
Title
Fund Manager
Phone
3152186513
Signed
2019-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tammy Mcmanus
Formed
1961
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
10
Volunteers
0

Preparer

Firm
Dermody Burke & Brown Cpas LLC
Address
443 N FRANKLIN ST STE 100, SYRACUSE, NY 13204-1441
Preparer
Lori Ciarla
Phone
3154719171
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The plan has not changed its oversight process during the tax year. The board of trustees is responsible for the oversight of the audit. The board of trustees reviews results of the audit and has final approval of the audited financial statements as well as appointing an independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The united states treasury department originally advised in july 1961, and confirmed with a letter dated august 27, 1992, that the plan constitutes a tax-exempt organization and is, therefore, exempt from federal income taxes under provision of section 501 (c)(9) of the internal revenue code. The plan has been amended since receiving the determination letter. However, the plan administrator and the plans tax counsel believe that the plan is currently designed and being operated in compliance with the applicable requirements of the internal revenue code. Therefore, no provision for income taxes has been included in the plans financial statements. In addition, income from certain activities not directly related to the plans tax-exempt purpose is subject to taxation as unrelated business income. Income taxes for such unrelated business income resulted from certain investment income. 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 (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. Plan management has analyzed the tax positions taken by the plan, and has concluded that as of october 31, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix361 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
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt031689797
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0827421
IRS990/PYOtherRevenueAmt033309
IRS990/PYProgramServiceRevenueAmt036046513
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IRS990/PYSalariesCompEmpBnftPaidAmt0698551
IRS990/PYTotalExpensesAmt033215769
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt036535595
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02483987
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt032778
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0280115
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0312893
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt075564
IRS990ScheduleD/ExpensesSubtotalAmt035858592
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt075564
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-505730
IRS990ScheduleD/RevenueNotReportedAmt0-505730
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt075564
IRS990ScheduleD/RevenueSubtotalAmt038342579
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE UNITED STATES TREASURY DEPARTMENT ORIGINALLY ADVISED IN JULY 1961, AND CONFIRMED WITH A LETTER DATED AUGUST 27, 1992, THAT THE PLAN CONSTITUTES A TAX-EXEMPT ORGANIZATION AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISION OF SECTION 501 (C)(9) OF THE INTERNAL REVENUE CODE. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLANS TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLANS FINANCIAL STATEMENTS. IN ADDITION, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE PLANS TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. INCOME TAXES FOR SUCH UNRELATED BUSINESS INCOME RESULTED FROM CERTAIN INVESTMENT INCOME. 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 (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF OCTOBER 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt035934156
IRS990ScheduleD/TotalRevenuePerForm990Amt038418143
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt037836849
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt035858592
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN CONTAINS UNION MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DRAFT FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH YEAR, BOARD MEMBERS AND ALL STAFF ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. STATEMENTS ARE REVIEWED ANNUALLY BY THE CHAIRMAN AND FUND MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND MANAGER'S SALARY IS APPROVED BY THE BOARD OF TRUSTEES THROUGH THE BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE IRS FORM 990 WILL BE PROVIDED TO ANY INDIVIDUAL UPON WRITTEN OR IN PERSON REQUEST WITHOUT CHARGE OTHER THAN REASONABLE FEES FOR COPYING AND POSTAGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PLAN HAS NOT CHANGED ITS OVERSIGHT PROCESS DURING THE TAX YEAR. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. THE BOARD OF TRUSTEES REVIEWS RESULTS OF THE AUDIT AND HAS FINAL APPROVAL OF THE AUDITED FINANCIAL STATEMENTS AS WELL AS APPOINTING AN INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt029836901
IRS990/TotalAssetsEOYAmt031828585
IRS990/TotalAssetsGrp/BOYAmt029836901
IRS990/TotalAssetsGrp/EOYAmt031828585
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/TotalAmt035934156
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0157582
IRS990/TotalLiabilitiesEOYAmt0171009
IRS990/TotalLiabilitiesGrp/BOYAmt0157582
IRS990/TotalLiabilitiesGrp/EOYAmt0171009
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt029679319
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt031657576
IRS990/TotalOtherCompensationAmt021699
IRS990/TotalProgramServiceRevenueAmt037842267
IRS990/TotalReportableCompFromOrgAmt098667
IRS990/TotalRevenueGrp/ExclusionAmt0526702
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037891441
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt038418143
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029836901
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt031828585
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt03405
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SEBF.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY MCMANUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum03152186513
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERVICE EMPLOYEES BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SERV
ReturnHeader/Filer/EIN0150613682
ReturnHeader/Filer/PhoneNum03152186513
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ReturnHeader/FilingSecurityInformation/IPDt02019-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:08:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010723685
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DERMODY BURKE & BROWN CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0443 N FRANKLIN ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SYRACUSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0132041441
ReturnHeader/PreparerPersonGrp/PhoneNum03154719171
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI CIARLA
ReturnHeader/ReturnTs02019-08-14T11:53:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,828,585
Liabilities
$171,009
Net assets
$31,657,576
Revenue
$38,418,143
Expenses
$35,934,156
Net income
$2,483,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.1$0.23$51.8$48.2$46.4$1.80
2023Detailed filing. Detailed filing data is available for this year.$46.7$0.24$46.5$39.4$44.8$5.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.3$0.16$51.1$43.0$38.3$4.74
2021Detailed filing. Detailed filing data is available for this year.$52.8$0.17$52.7$42.0$38.8$3.21
2020Detailed filing. Detailed filing data is available for this year.$47.1$0.15$47.0$43.3$36.2$7.07
2019Detailed filing. Detailed filing data is available for this year.$38.1$0.16$37.9$40.7$36.2$4.47
2018Detailed filing. Detailed filing data is available for this year.$31.8$0.17$31.7$38.4$35.9$2.48
2017Detailed filing. Detailed filing data is available for this year.$29.8$0.16$29.7$36.5$33.2$3.32
2016Detailed filing. Detailed filing data is available for this year.$25.8$0.14$25.7$35.1$31.3$3.76
2015Detailed filing. Detailed filing data is available for this year.$21.7$0.13$21.6$29.3$26.1$3.21
2014Detailed filing. Detailed filing data is available for this year.$18.3$0.16$18.1$25.7$24.1$1.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$0.22$16.7$24.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.15$13.6$24.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.30$12.4$18.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.97$9.99$16.5