Civic Intelligence

Upstate New York Engineers Sub Fund

990 • Fiscal year 2019 • EIN 16-0905061

Apr 01, 2018 to Mar 31, 2019 • Filed on Oct 22, 2019

101 Intrepid LA PO Box 100 ColvinSyracuse, NY 13205

(315) 492-1796

Siviq Scores

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

Liabilities / Assets

90th percentile

0.56x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • NTEE Y • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.19x

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

2019 filings • NTEE Y • $1M-$5M nonprofits • Source year 2019

Net Margin

14th percentile

-20%

Higher net margin than 14% of similar nonprofits.

2019 filings • NTEE Y • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

94th percentile

$294,386

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 28.3% of source-year revenue.

2019 filings • NTEE Y • $1M-$5M nonprofits • Source year 2019

Asset Growth

7th percentile

-40%

Faster asset growth than 7% of similar nonprofits.

2019 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-5.9%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$364,241

Down $238,075 (-40%) from 2018

Net Assets

Down

$161,950

Down $208,613 (-56%) from 2018

Liabilities

Down

$202,291

Down $29,462 (-13%) from 2018

Revenue

Down

$1,040,704

Down $65,500 (-5.9%) from 2018

Expenses

Up

$1,254,032

Up $196,073 (+19%) from 2018

Net Income

Down

-$213,328

Down $261,573 (-542%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $930,438Liabilities 2011: $510,552Net Assets 2011: $419,8862011Assets 2012: $1,042,031Liabilities 2012: $536,241Net Assets 2012: $505,7902012Assets 2013: $1,128,915Liabilities 2013: $622,831Net Assets 2013: $506,0842013Assets 2014: $725,728Liabilities 2014: $117,749Net Assets 2014: $607,9792014Assets 2015: $1,050,785Liabilities 2015: $543,309Net Assets 2015: $507,4762015Assets 2016: $1,046,459Liabilities 2016: $447,066Net Assets 2016: $599,3932016Assets 2017: $664,148Liabilities 2017: $345,206Net Assets 2017: $318,9422017Assets 2018: $602,316Liabilities 2018: $231,753Net Assets 2018: $370,5632018Assets 2019: $364,241Liabilities 2019: $202,291Net Assets 2019: $161,9502019Assets 2020: $175,991Liabilities 2020: $191,580Net Assets 2020: -$15,5892020Assets 2021: $708,974Liabilities 2021: $192,668Net Assets 2021: $516,3062021Assets 2022: $1,210,142Liabilities 2022: $199,764Net Assets 2022: $1,010,3782022Assets 2023: $1,672,847Liabilities 2023: $196,569Net Assets 2023: $1,476,2782023Assets 2024: $2,369,788Liabilities 2024: $195,449Net Assets 2024: $2,174,3392024Assets 2025: $3,388,058Liabilities 2025: $230,132Net Assets 2025: $3,157,9262025

Highlighted filing

2019

Assets$364,241
Liabilities$202,291
Net Assets$161,950

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $860,362Expenses 2011: $776,803Net Income 2011: $83,5592011Expenses 2012: $777,1622012Expenses 2013: $852,3992013Revenue 2014: $913,843Expenses 2014: $805,303Net Income 2014: $108,5402014Revenue 2015: $788,189Expenses 2015: $892,760Net Income 2015: -$104,5712015Revenue 2016: $1,172,001Expenses 2016: $1,065,813Net Income 2016: $106,1882016Revenue 2017: $939,423Expenses 2017: $1,226,514Net Income 2017: -$287,0912017Revenue 2018: $1,106,204Expenses 2018: $1,057,959Net Income 2018: $48,2452018Revenue 2019: $1,040,704Expenses 2019: $1,254,032Net Income 2019: -$213,3282019Revenue 2020: $1,112,044Expenses 2020: $1,285,808Net Income 2020: -$173,7642020Revenue 2021: $1,746,661Expenses 2021: $1,213,011Net Income 2021: $533,6502021Revenue 2022: $1,530,277Expenses 2022: $969,061Net Income 2022: $561,2162022Revenue 2023: $1,496,570Expenses 2023: $1,017,694Net Income 2023: $478,8762023Revenue 2024: $1,697,395Expenses 2024: $1,039,835Net Income 2024: $657,5602024Revenue 2025: $1,985,759Expenses 2025: $1,012,587Net Income 2025: $973,1722025

Highlighted filing

2019

Revenue$1,040,704
Expenses$1,254,032
Net Income-$213,328
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Oct 22, 2019
Return Version
2018v3.1
Gross Receipts
$2,665,890
Mission and Program Overview

Mission

Provides supplemental unemployment benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$464,739$230,329▼ $234,410
Rtn Earn Endowment Incm Other Fnds$370,563$161,950▼ $208,613
Accounts Receivable$76,000$66,000▼ $10,000
Savings and Temporary Cash Investments$55,075$62,781▲ $7,706
Land, Buildings, and Equipment, Net$770$309▼ $461
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$602,316$364,241▼ $238,075
Other Assets Total$5,732$4,822▼ $910
Liabilities
Other Liabilities$202,000$173,000▼ $29,000
Accounts Payable and Accrued Expenses$29,753$29,291▼ $462
Total Liabilities$231,753$202,291▼ $29,462
Net Assets / Fund Balance
Total Net Assets Fund Balance$370,563$161,950▼ $208,613
Total Liabilities and Net Assets / Fund Balance$602,316$364,241▼ $238,075

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$309$13,791$14,100
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert HillEmplyr Trustee
Gary SwainUnion Trustee
deborah spauldingasst to fund ADMIN
Daniel P HarriganFund Admin
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,025,576
Investment Income
$10,816
Other Revenue
$4,312
Change in Net Assets
$-213,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,035,254
Revenue Not Reported on Financial Statements
$5,450
Revenue Not Reported on Form 990
$4,715
Total Revenue per Audited Statements
$1,039,969
Total Revenue per Form 990
$1,040,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,665
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
Benefits to Members---$1,097,367
Other Expenses---$76,841
Fees for Services Accounting---$18,750
Insurance---$15,671
Office Expenses---$13,276
Fees for Services Other---$10,947
Fees for Services Legal---$10,262
Fees for Service Investment Mgmnt Fees---$5,450
Occupancy---$3,580
Information Technology---$860
Conferences and Meetings---$567
Depreciation Depletion---$461
Total Functional Expenses$0$0$0$1,254,032

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,254,032
Expenses per Audited Statements$1,177,582
Total Expenses per Audited Statements$1,177,582
Expenses Not Reported on Financial Statements$76,450
Other Expense Adjustments$71,000
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
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
CLAIMS PAYABLE & CLAIMS ibnr$173,000
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, Line 11B: Form 990 Review Process

THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR who works full time FOR the organization. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.

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

The Organization is an employee benefit fund covered by ERISA. The trustees have a statutory duty under ERISA to avoid conflicts and report them as they occur. In addition, the Fund's conflict of interest policy requires fund employees to fully and promptly disclose any financial or personal interest they have with other parties that deal with the fund, in writing.

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

THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE To ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.

Filing and Contact Details

Filer

Filer Name
Upstate New York Engineers Sub Fund
EIN
16-0905061
Phone
3154921796
Address
101 INTREPID LA PO BOX 100 COLVIN, SYRACUSE, NY 13205

Signing Officer

Name
Deborah Spaulding
Title
Fund Administrator
Signed
2019-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Spaulding
Formed
1964
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Schultheis & Panettieri LLP
Address
450 Wireless Blvd, Hauppauge, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Financial Statement Notes

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Change in claims payable & ibnr $71000

Raw XML AppendixShowing 400 of 402 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN CLAIMS PAYABLE & IBNR $71000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0309
IRS990ScheduleD/TotalExpensesPerForm990Amt01254032
IRS990ScheduleD/TotalLiabilityAmt0173000
IRS990ScheduleD/TotalRevenuePerForm990Amt01040704
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01039969
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01177582
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0229647
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1118469
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt036127
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt127528
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025844
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt118349
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt02768
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANIEL P HARRIGAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1deborah spaulding
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1asst to fund ADMIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0294386
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1164346
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR who works full time FOR the organization. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization is an employee benefit fund covered by ERISA. The trustees have a statutory duty under ERISA to avoid conflicts and report them as they occur. In addition, the Fund's conflict of interest policy requires fund employees to fully and promptly disclose any financial or personal interest they have with other parties that deal with the fund, in writing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE To ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UPSTATE NY ENGINEERS PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UPSTATE NY ENGINEERS HEALTH FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0150614642
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1150582931
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT BENEFITS TO PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1WELARE BENEFITS TO PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0101 INTREPID LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1101 INTREPID LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SYRACUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SYRACUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0132050100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1132050100
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0602316
IRS990/TotalAssetsEOYAmt0364241
IRS990/TotalAssetsGrp/BOYAmt0602316
IRS990/TotalAssetsGrp/EOYAmt0364241
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01254032
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0231753
IRS990/TotalLiabilitiesEOYAmt0202291
IRS990/TotalLiabilitiesGrp/BOYAmt0231753
IRS990/TotalLiabilitiesGrp/EOYAmt0202291
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0370563
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0161950
IRS990/TotalOtherCompensationAmt0107848
IRS990/TotalProgramServiceRevenueAmt01025576
IRS990/TotalRevenueGrp/ExclusionAmt010816
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01029888
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01040704
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0602316
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0364241
IRS990/TotReportableCompRltdOrgAmt0350884
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH SPAULDING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSTATE NEW YORK ENGINEERS SUB FUND
ReturnHeader/Filer/BusinessNameControlTxt0UPST
ReturnHeader/Filer/EIN0160905061
ReturnHeader/Filer/PhoneNum03154921796
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 INTREPID LA PO BOX 100 COLVIN
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131577780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schultheis & Panettieri LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 Wireless Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hauppauge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011788
ReturnHeader/PreparerPersonGrp/PhoneNum06312734778
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL WESTFALL
ReturnHeader/ReturnTs02019-10-22T10:47:45-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-04-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.23$3.16$1.99$1.01$0.97
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.20$2.17$1.70$1.04$0.66
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.20$1.48$1.50$1.02$0.48
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.20$1.01$1.53$0.97$0.56
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.19$0.52$1.75$1.21$0.53
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.19$0.02$1.11$1.29$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.20$0.16$1.04$1.25$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.23$0.37$1.11$1.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.35$0.32$0.94$1.23$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.45$0.60$1.17$1.07$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.54$0.51$0.79$0.89$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.12$0.61$0.91$0.81$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.62$0.51$0.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.54$0.51$0.78
2011Summary only. Only limited summary data is available for this year.$0.93$0.51$0.42$0.86$0.78$0.08