Civic Intelligence

Brewery Workers Local 1149 Welfare Fund

990 • Fiscal year 2018 • EIN 16-1119654

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 09, 2019

Organization ProfileN/A

View Organization Page

7272 Van Buren RoadBaldwinsville, NY 13027

(315) 638-1137

Siviq Scores

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

Liabilities / Assets

87th percentile

0.51x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.07x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

50th percentile

3.9%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$172,812

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

93rd percentile

38%

Faster asset growth than 93% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-5.7%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$1,074,550

Up $298,324 (+38%) from 2017

Net Assets

Up

$525,235

Up $314,245 (+149%) from 2017

Liabilities

Down

$549,315

Down $15,921 (-2.8%) from 2017

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin50th percentile

Revenue

Down

$7,987,372

Down $486,929 (-5.7%) from 2017

Expenses

Down

$7,673,127

Down $666,686 (-8.0%) from 2017

Net Income

Up

$314,245

Up $179,757 (+134%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $119,253Liabilities 2010: $284,738Net Assets 2010: -$165,4852010Assets 2011: $202,001Liabilities 2011: $274,147Net Assets 2011: -$72,1462011Assets 2012: $294,810Liabilities 2012: $277,576Net Assets 2012: $17,2342012Assets 2013: $396,871Liabilities 2013: $193,755Net Assets 2013: $203,1162013Assets 2014: $746,213Liabilities 2014: $548,917Net Assets 2014: $197,2962014Assets 2015: $1,131,407Liabilities 2015: $573,454Net Assets 2015: $557,9532015Assets 2016: $623,506Liabilities 2016: $547,004Net Assets 2016: $76,5022016Assets 2017: $776,226Liabilities 2017: $565,236Net Assets 2017: $210,9902017Assets 2018: $1,074,550Liabilities 2018: $549,315Net Assets 2018: $525,2352018Assets 2019: $754,383Liabilities 2019: $583,296Net Assets 2019: $171,0872019Assets 2020: $1,273,211Liabilities 2020: $685,960Net Assets 2020: $587,2512020Assets 2021: $294,503Liabilities 2021: $2,622Net Assets 2021: $291,8812021Assets 2022: $327,666Liabilities 2022: $32,709Net Assets 2022: $294,9572022Assets 2023: $150,836Liabilities 2023: $25,874Net Assets 2023: $124,9622023Assets 2024: $163,272Liabilities 2024: $2,908Net Assets 2024: $160,3642024

Highlighted filing

2018

Assets$1,074,550
Liabilities$549,315
Net Assets$525,235
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,532,3572010Expenses 2011: $5,813,6172011Expenses 2012: $6,063,2482012Revenue 2013: $6,755,667Expenses 2013: $6,569,785Net Income 2013: $185,8822013Revenue 2014: $7,592,498Expenses 2014: $7,598,318Net Income 2014: -$5,8202014Revenue 2015: $7,930,896Expenses 2015: $7,570,239Net Income 2015: $360,6572015Revenue 2016: $8,380,197Expenses 2016: $8,861,648Net Income 2016: -$481,4512016Revenue 2017: $8,474,301Expenses 2017: $8,339,813Net Income 2017: $134,4882017Revenue 2018: $7,987,372Expenses 2018: $7,673,127Net Income 2018: $314,2452018Revenue 2019: $7,924,876Expenses 2019: $8,279,024Net Income 2019: -$354,1482019Revenue 2020: $7,784,055Expenses 2020: $7,367,891Net Income 2020: $416,1642020Revenue 2021: $7,641,681Expenses 2021: $7,937,051Net Income 2021: -$295,3702021Revenue 2022: $1,068,048Expenses 2022: $1,064,972Net Income 2022: $3,0762022Revenue 2023: $1,025,785Expenses 2023: $1,195,780Net Income 2023: -$169,9952023Revenue 2024: $339,561Expenses 2024: $304,159Net Income 2024: $35,4022024

Highlighted filing

2018

Revenue$7,987,372
Expenses$7,673,127
Net Income$314,245
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 9, 2019
Return Version
2018v3.1
Gross Receipts
$7,987,372
Mission and Program Overview

Mission

Provide health benefits to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$740,810$904,502▲ $163,692
Rtn Earn Endowment Incm Other Fnds$210,990$525,235▲ $314,245
Accounts Receivable$35,416$147,424▲ $112,008
Prepaid Expenses and Deferred Charges-$22,624-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$776,226$1,074,550▲ $298,324
Liabilities
Deferred Revenue$506,528$496,847▼ $9,681
Accounts Payable and Accrued Expenses$58,708$52,468▼ $6,240
Total Liabilities$565,236$549,315▼ $15,921
Net Assets / Fund Balance
Total Net Assets Fund Balance$210,990$525,235▲ $314,245
Total Liabilities and Net Assets / Fund Balance$776,226$1,074,550▲ $298,324
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Stephen W RichmondTrustee-chairman
Michael HumphreyTrustee
Michael VellaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Excellus Bluecross BlueshieldClaims Administration165 COURT STREET, Rochester, NY 14647$288,059
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,985,796
Investment Income
$1,478
Other Revenue
$98
Change in Net Assets
$314,245

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,987,372
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,987,372
Total Revenue per Form 990
$7,987,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$424,515
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---$7,248,612
Fees for Services Other---$372,080
Occupancy---$12,000
Fees for Services Accounting---$9,000
Fees for Services Legal---$5,297
Office Expenses---$5,036
Other Expenses---$350
Total Functional Expenses$0$0$0$7,673,127

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,673,127
Total Expenses per Audited Statements$7,673,127
Total Expenses per Form 990$7,673,127
Expenses Not Reported on Financial Statements$0
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
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 B, Line 11B

“A copy of the form 990 is reviewed and approved by the board of trustees.”

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

“Brewery workers local 1149 welfare fund monitors its conflict of interest policy annually.”

Form 990, Part VI, Section C, Line 19

“The benefit fund makes its governing documents, policies and financial statements (form 990) available to the public upon written request which is reviewed by the benefit fund board.”

Filing and Contact Details

Filer

Filer Name
Brewery Workers Local 1149 Welfare Fund
EIN
16-1119654
Phone
3156381137
Address
7272 VAN BUREN ROAD, BALDWINSVILLE, NY 13027

Signing Officer

Name
Stephen W Richmond
Title
Trustee
Phone
3156381137
Signed
2019-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen W Richmond
Formed
1968
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Brewery workers local 1149 welfare fund's board of trustees is responsible for overseeing the financial statement audit and selection of the independent public accountant who performs the audit.”

Financial Statement Notes

PART X, LINE 2:

“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 if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the plan.”

Raw XML Appendix362 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/Desc0TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH BENEFITS WHICH INCLUDE DENTAL, MEDICAL, PHARMACY AND VISION.
IRS990/DescribedInSection501c3Ind00
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IRS990/FSAuditedInd01
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IRS990/InvestmentInJointVentureInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BREWERY WORKERS LOCAL 1149 WELFARE FUND MONITORS ITS CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BENEFIT FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS (FORM 990) AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST WHICH IS REVIEWED BY THE BENEFIT FUND BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BREWERY WORKERS LOCAL 1149 WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT PUBLIC ACCOUNTANT WHO PERFORMS THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ANHEUSER-BUSCH (QA)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1BEBLA SARGON (WOMEN'S HEALTH)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CNY OBGYN (MAROTTA)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3EAGLE BEVERAGE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4EYECARE OF CNY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5FAMILY MEDICINE ASSOCIATES-DR NAVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6FLEMING TOWN OF
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7GOLDBERG MD ROBERT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8HAFNER MD KARL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9SATTER LAW FIRM PLLC (H&W)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10ST JOSEPH'S CEMETERY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11SYRACUSE ORTHO SPECIALISTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12VARNUM MD CORLISS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13VILLAGE OF CAMDEN POLICE DEPARTMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14VILLAGE OF NORTH SYRACUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBT UNION LOCAL 1149
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0166045613
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07272 VAN BUREN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BALDWINSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd013027
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0776226
IRS990/TotalAssetsEOYAmt01074550
IRS990/TotalAssetsGrp/BOYAmt0776226
IRS990/TotalAssetsGrp/EOYAmt01074550
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07673127
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0565236
IRS990/TotalLiabilitiesEOYAmt0549315
IRS990/TotalLiabilitiesGrp/BOYAmt0565236
IRS990/TotalLiabilitiesGrp/EOYAmt0549315
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0210990
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0525235
IRS990/TotalOtherCompensationAmt040252
IRS990/TotalProgramServiceRevenueAmt07985796
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01478
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07985894
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07987372
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0776226
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01074550
IRS990/TotReportableCompRltdOrgAmt0132560
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07272 VAN BUREN ROAD
IRS990/USAddress/CityNm0BALDWINSVILLE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013027
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN W RICHMOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03156381137
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BREWERY WORKERS LOCAL 1149 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0BREW
ReturnHeader/Filer/EIN0161119654
ReturnHeader/Filer/PhoneNum03156381137
ReturnHeader/Filer/USAddress/AddressLine1Txt07272 VAN BUREN ROAD
ReturnHeader/Filer/USAddress/CityNm0BALDWINSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013027
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0214E2DE4754F8F73DD572B34B07E6CCBC316F7C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.211.205.39
ReturnHeader/FilingSecurityInformation/IPDt02019-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:31:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02019-10-09T10:33:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,074,550
Liabilities
$549,315
Net assets
$525,235
Revenue
$7,987,372
Expenses
$7,673,127
Net income
$314,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.34$0.30$0.04
2023Summary only. Only limited summary data is available for this year.$0.15$0.03$0.12$1.03$1.20$0.17
2022Summary only. Only limited summary data is available for this year.$0.33$0.03$0.29$1.07$1.06$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$7.64$7.94$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.69$0.59$7.78$7.37$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.58$0.17$7.92$8.28$0.35
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.55$0.53$7.99$7.67$0.31
2017Summary only. Only limited summary data is available for this year.$0.78$0.57$0.21$8.47$8.34$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.55$0.08$8.38$8.86$0.48
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.57$0.56$7.93$7.57$0.36
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.55$0.20$7.59$7.60$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.40$0.19$0.20$6.76$6.57$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.28$0.02$6.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.27$0.07$5.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.28$0.17$4.53