Civic Intelligence

Sheet Metal Workers Local 46 Health Fund

990 • Fiscal year 2017 • EIN 16-0760551

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

Organization ProfileWWW.SMW46.COM

View Organization Page

244 Paul RoadRochester, NY 14624

(585) 458-0400

Siviq Scores

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

Liabilities / Assets

70th percentile

0.13x

Higher debt load relative to assets than 70% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.11x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

9th percentile

-27%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

6th percentile

-22%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

3.9%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$5,164,247

Down $1,422,582 (-22%) from 2016

Net Assets

Down

$4,518,380

Down $1,548,890 (-26%) from 2016

Liabilities

Up

$645,867

Up $126,308 (+24%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin9th percentile

Revenue

Up

$5,987,095

Up $224,400 (+3.9%) from 2016

Expenses

Down

$7,617,172

Down $84,537 (-1.1%) from 2016

Net Income

Up

-$1,630,077

Up $308,937 (+16%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,942,247Liabilities 2011: $235,845Net Assets 2011: $8,706,4022011Assets 2012: $8,887,562Liabilities 2012: $322,572Net Assets 2012: $8,564,9902012Assets 2013: $8,957,922Liabilities 2013: $320,930Net Assets 2013: $8,636,9922013Assets 2014: $9,597,816Liabilities 2014: $379,556Net Assets 2014: $9,218,2602014Assets 2015: $8,297,596Liabilities 2015: $243,807Net Assets 2015: $8,053,7892015Assets 2016: $6,586,829Liabilities 2016: $519,559Net Assets 2016: $6,067,2702016Assets 2017: $5,164,247Liabilities 2017: $645,867Net Assets 2017: $4,518,3802017Assets 2018: $5,614,124Liabilities 2018: $508,012Net Assets 2018: $5,106,1122018Assets 2019: $6,884,528Liabilities 2019: $196,835Net Assets 2019: $6,687,6932019Assets 2020: $8,472,768Liabilities 2020: $155,411Net Assets 2020: $8,317,3572020Assets 2021: $8,762,012Liabilities 2021: $111,697Net Assets 2021: $8,650,3152021Assets 2022: $9,329,106Liabilities 2022: $127,900Net Assets 2022: $9,201,2062022Assets 2023: $11,440,881Liabilities 2023: $474,650Net Assets 2023: $10,966,2312023Assets 2024: $12,732,866Liabilities 2024: $376,588Net Assets 2024: $12,356,2782024

Highlighted filing

2017

Assets$5,164,247
Liabilities$645,867
Net Assets$4,518,380
Open 2017 Filing

Operations Trend

Revenue Growth44th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,269,478Expenses 2011: $4,770,456Net Income 2011: $499,0222011Revenue 2012: $5,435,956Expenses 2012: $5,454,008Net Income 2012: -$18,0522012Expenses 2013: $5,558,1992013Revenue 2014: $5,758,474Expenses 2014: $5,603,199Net Income 2014: $155,2752014Revenue 2015: $5,071,856Expenses 2015: $6,035,859Net Income 2015: -$964,0032015Revenue 2016: $5,762,695Expenses 2016: $7,701,709Net Income 2016: -$1,939,0142016Revenue 2017: $5,987,095Expenses 2017: $7,617,172Net Income 2017: -$1,630,0772017Revenue 2018: $6,522,432Expenses 2018: $5,957,814Net Income 2018: $564,6182018Revenue 2019: $7,376,386Expenses 2019: $5,964,125Net Income 2019: $1,412,2612019Revenue 2020: $7,594,343Expenses 2020: $6,156,267Net Income 2020: $1,438,0762020Revenue 2021: $7,523,384Expenses 2021: $7,547,865Net Income 2021: -$24,4812021Revenue 2022: $8,170,051Expenses 2022: $6,788,586Net Income 2022: $1,381,4652022Revenue 2023: $8,202,119Expenses 2023: $6,618,374Net Income 2023: $1,583,7452023Revenue 2024: $8,438,877Expenses 2024: $7,292,365Net Income 2024: $1,146,5122024

Highlighted filing

2017

Revenue$5,987,095
Expenses$7,617,172
Net Income-$1,630,077
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$8,740,858
Mission and Program Overview

Mission

Provide group benefits for hospitalization, surgical, and medical care, life, dental, accident, and health benefits for members.

Provide group benefits for hospitalization, surgical, and medical care; life; dental; accident; and health benefits for approximately 371 members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,067,270$4,518,380▼ $1,548,890
Investments in Publicly Traded Securities$4,758,799$3,225,072▼ $1,533,727
Cash and Non-Interest-Bearing Accounts$1,174,353$1,323,367▲ $149,014
Accounts Receivable$471,174$432,197▼ $38,977
Savings and Temporary Cash Investments$173,915$103,200▼ $70,715
Land, Buildings, and Equipment, Net$1,730$913▼ $817
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$6,586,829$5,164,247▼ $1,422,582
Other Assets Total$6,858$79,498▲ $72,640
Liabilities
Accounts Payable and Accrued Expenses$519,559$645,867▲ $126,308
Total Liabilities$519,559$645,867▲ $126,308
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,067,270$4,518,380▼ $1,548,890
Total Liabilities and Net Assets / Fund Balance$6,586,829$5,164,247▼ $1,422,582

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$913$94,219$95,132
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Brian Winters - Until 5182017Trustee
Gavin VogtTrustee
John BeilingTrustee
John Bilinski - Until 6152017Trustee
John Patterson - as of 4282017Trustee
Kate RothTrustee
Pat SkripTrustee
Phil Somers - Until 4282017Trustee
Stefan Palluconi - as of 5182017Trustee
Troy MilneTrustee/fund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,645,333
Investment Income
$195,530
Other Revenue
$146,232
Change in Net Assets
$-1,630,077

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,819,560
Revenue Not Reported on Financial Statements
$167,535
Revenue Not Reported on Form 990
$81,187
Other Revenue Adjustments
$146,232
Total Revenue per Audited Statements
$5,900,747
Total Revenue per Form 990
$5,987,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$998,064
Salaries, Compensation, and Employee Benefits$194,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,424,382
Other Salaries and Wages---$138,334
Fees for Services Other---$133,566
Fees for Services Legal---$121,211
Fees for Services Accounting---$65,603
Information Technology---$63,804
Office Expenses---$58,433
Other Employee Benefits---$43,801
Occupancy---$40,132
Conferences and Meetings---$23,609
Fees for Service Investment Mgmnt Fees---$21,303
Payroll Taxes---$12,591
Insurance---$5,811
Other Expenses---$3,914
All Other Expenses---$1,608
Depreciation Depletion---$817
Total Functional Expenses$0$0$0$7,617,172

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,617,172
Expenses per Audited Statements$7,449,637
Total Expenses per Audited Statements$7,449,637
Expenses Not Reported on Financial Statements$167,535
Other Expense Adjustments$146,232
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
No
Other officer compensation reviewed
No
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 7A

“Trustees consist of employer and union representatives selected by the sheet metal and air conditioning contractors' national association and the union that have entered into the collective bargaining agreements relating to the plan.”

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

“Form 990 reviewed by fund manager and trustees before processing.”

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

“The conflict of interest policy is reviewed annually at a board of trustees meeting.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, financial statements and form 990 made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 46
EIN
16-0760551
Phone
5854580400
Address
244 PAUL ROAD, ROCHESTER, NY 14624

Signing Officer

Name
Troy Milne
Title
Trustee/fund Manager
Phone
5854580400
Signed
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Troy Milne
Formed
1950
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
4
Volunteers
0

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL SUITE 201, PITTSFORD, NY 14534
Preparer
Dawn M Minemier CPA
Phone
5853811000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No change in the oversight process”

Financial Statement Notes

PART X, LINE 2:

“For employee benefit plans, their tax-exempt status itself is deemed to be an uncertainty, since events could potentially occur to jeopardize their tax-exempt status. The plan files the return of organization exempt from income tax (form 990) and the annual return/report of employee benefit plan (form 5500) in the u.s. Federal jurisdiction.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed office expenses 146,232.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed office expenses 146,232.”

Raw XML Appendix381 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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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF-PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04803412
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1841921
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04803412
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1841921
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt06700513
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0103778
IRS990/PYOtherExpensesAmt0807715
IRS990/PYOtherRevenueAmt0113021
IRS990/PYProgramServiceRevenueAmt05545896
IRS990/PYRevenuesLessExpensesAmt0-1939014
IRS990/PYSalariesCompEmpBnftPaidAmt0193481
IRS990/PYTotalExpensesAmt07701709
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05762695
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1630077
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0173915
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0103200
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0167535
IRS990ScheduleD/ExpensesSubtotalAmt07449637
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt021303
IRS990ScheduleD/InvestmentExpensesNotIncldAmt021303
IRS990ScheduleD/NetUnrealizedGainsInvstAmt081187
IRS990ScheduleD/OtherExpensesNotIncludedAmt0146232
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0913
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt094219
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt095132
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0146232
IRS990ScheduleD/RevenueNotReportedAmt081187
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0167535
IRS990ScheduleD/RevenueSubtotalAmt05819560
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR EMPLOYEE BENEFIT PLANS, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. THE PLAN FILES THE RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) AND THE ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN (FORM 5500) IN THE U.S. FEDERAL JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED OFFICE EXPENSES 146,232.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED OFFICE EXPENSES 146,232.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0913
IRS990ScheduleD/TotalExpensesPerForm990Amt07617172
IRS990ScheduleD/TotalRevenuePerForm990Amt05987095
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05900747
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07449637
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES CONSIST OF EMPLOYER AND UNION REPRESENTATIVES SELECTED BY THE SHEET METAL AND AIR CONDITIONING CONTRACTORS' NATIONAL ASSOCIATION AND THE UNION THAT HAVE ENTERED INTO THE COLLECTIVE BARGAINING AGREEMENTS RELATING TO THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 REVIEWED BY FUND MANAGER AND TRUSTEES BEFORE PROCESSING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT A BOARD OF TRUSTEES MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGE IN THE OVERSIGHT PROCESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06586829
IRS990/TotalAssetsEOYAmt05164247
IRS990/TotalAssetsGrp/BOYAmt06586829
IRS990/TotalAssetsGrp/EOYAmt05164247
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt07617172
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0519559
IRS990/TotalLiabilitiesEOYAmt0645867
IRS990/TotalLiabilitiesGrp/BOYAmt0519559
IRS990/TotalLiabilitiesGrp/EOYAmt0645867
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06067270
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04518380
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05645333
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt089779
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05897316
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05987095
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06586829
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05164247
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0244 PAUL ROAD
IRS990/USAddress/CityNm0ROCHESTER
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014624
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTP://WWW.SMW46.COM/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY MILNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/FUND MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05854580400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 46
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0160760551
ReturnHeader/Filer/PhoneNum05854580400
ReturnHeader/Filer/USAddress/AddressLine1Txt0244 PAUL ROAD
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014624
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F810F9FE0C4C4DAD171A8C8E72DF89C05E51BF9A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C795ED36C88D7CB3ADFE1C9A9762DBA67552A505
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.14.157.194
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:04:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 SULLYS TRAIL SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN M MINEMIER CPA
ReturnHeader/ReturnTs02018-05-11T10:42:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,164,247
Liabilities
$645,867
Net assets
$4,518,380
Revenue
$5,987,095
Expenses
$7,617,172
Net income
-$1,630,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.7$0.38$12.4$8.44$7.29$1.15
2023Detailed filing. Detailed filing data is available for this year.$11.4$0.47$11.0$8.20$6.62$1.58
2022Detailed filing. Detailed filing data is available for this year.$9.33$0.13$9.20$8.17$6.79$1.38
2021Detailed filing. Detailed filing data is available for this year.$8.76$0.11$8.65$7.52$7.55$0.02
2020Detailed filing. Detailed filing data is available for this year.$8.47$0.16$8.32$7.59$6.16$1.44
2019Detailed filing. Detailed filing data is available for this year.$6.88$0.20$6.69$7.38$5.96$1.41
2018Detailed filing. Detailed filing data is available for this year.$5.61$0.51$5.11$6.52$5.96$0.56
2017Detailed filing. Detailed filing data is available for this year.$5.16$0.65$4.52$5.99$7.62$1.63
2016Detailed filing. Detailed filing data is available for this year.$6.59$0.52$6.07$5.76$7.70$1.94
2015Detailed filing. Detailed filing data is available for this year.$8.30$0.24$8.05$5.07$6.04$0.96
2014Detailed filing. Detailed filing data is available for this year.$9.60$0.38$9.22$5.76$5.60$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.96$0.32$8.64$5.56
2012Summary only. Only limited summary data is available for this year.$8.89$0.32$8.56$5.44$5.45$0.02
2011Summary only. Only limited summary data is available for this year.$8.94$0.24$8.71$5.27$4.77$0.50