Civic Intelligence

Brockport Area Health Foundation

990 • Fiscal year 2017 • EIN 16-1374547

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization ProfileWWW.LAKESIDEHEALTH.COM
170 West AvenueBrockport, NY 14420

(585) 249-2864

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

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

2017 filings • NTEE E • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.17x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • NTEE E • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2017 filings • NTEE E • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2017 filings • NTEE E • $1M-$5M nonprofits • Source year 2017

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2017 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

691%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$1,087,535

Up $124,153 (+13%) from 2016

Net Assets

Up

$1,075,697

Up $121,315 (+13%) from 2016

Liabilities

Up

$11,838

Up $2,838 (+32%) from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Up

$68,341

Up $59,700 (+691%) from 2016

Expenses

Down

$8,790

Down $2,994 (-25%) from 2016

Net Income

Up

$59,551

Up $62,694 (+1995%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,160,252Liabilities 2010: $186,734Net Assets 2010: $973,5182010Assets 2011: $1,155,890Liabilities 2011: $131,227Net Assets 2011: $1,024,6632011Assets 2012: $1,220,545Liabilities 2012: $296,953Net Assets 2012: $923,5922012Assets 2013: $1,088,859Liabilities 2013: $9,626Net Assets 2013: $1,079,2332013Assets 2014: $1,001,655Liabilities 2014: $16,720Net Assets 2014: $984,9352014Assets 2015: $949,220Liabilities 2015: $16,283Net Assets 2015: $932,9372015Assets 2016: $963,382Liabilities 2016: $9,000Net Assets 2016: $954,3822016Assets 2017: $1,087,535Liabilities 2017: $11,838Net Assets 2017: $1,075,6972017Assets 2018: $1,284,212Liabilities 2018: $21,585Net Assets 2018: $1,262,6272018Assets 2019: $1,411,539Liabilities 2019: $0Net Assets 2019: $1,411,5392019Assets 2020: $1,684,577Liabilities 2020: $37,921Net Assets 2020: $1,646,6562020Assets 2021: $1,825,916Liabilities 2021: $12,500Net Assets 2021: $1,813,4162021Assets 2022: $1,553,130Liabilities 2022: $0Net Assets 2022: $1,553,1302022Assets 2023: $1,714,490Liabilities 2023: $0Net Assets 2023: $1,714,4902023Assets 2024: $1,808,166Liabilities 2024: $0Net Assets 2024: $1,808,1662024

Highlighted filing

2017

Assets$1,087,535
Liabilities$11,838
Net Assets$1,075,697
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $432,3512010Expenses 2011: $322,4032011Expenses 2012: $360,9342012Revenue 2013: $207,801Expenses 2013: $194,660Net Income 2013: $13,1412013Revenue 2014: $102,765Expenses 2014: $142,844Net Income 2014: -$40,0792014Revenue 2015: $26,679Expenses 2015: $28,661Net Income 2015: -$1,9822015Revenue 2016: $8,641Expenses 2016: $11,784Net Income 2016: -$3,1432016Revenue 2017: $68,341Expenses 2017: $8,790Net Income 2017: $59,5512017Revenue 2018: $240,616Expenses 2018: $19,562Net Income 2018: $221,0542018Revenue 2019: $21,945Expenses 2019: $12,895Net Income 2019: $9,0502019Revenue 2020: $204,009Expenses 2020: $60,221Net Income 2020: $143,7882020Revenue 2021: $156,921Expenses 2021: $16,822Net Income 2021: $140,0992021Revenue 2022: $62,310Expenses 2022: $15,708Net Income 2022: $46,6022022Revenue 2023: $34,922Expenses 2023: $22,838Net Income 2023: $12,0842023Revenue 2024: $67,302Expenses 2024: $34,415Net Income 2024: $32,8872024

Highlighted filing

2017

Revenue$68,341
Expenses$8,790
Net Income$59,551
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$570,739
Mission and Program Overview

Mission

Generate financial support for affiliated health system entities.

Generate financial support for the benefit of organizations providing health care and other health-related services, thereby to assist the charitable purpose of each organizations in providing for the physical needs and general well-being of citizens in the area of brockport, new york.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$772,053$881,242▲ $109,189
Savings and Temporary Cash Investments$76,182$78,838▲ $2,656
Cash and Non-Interest-Bearing Accounts$3$3→ $0
Total Assets$963,382$1,087,535▲ $124,153
Other Assets Total$115,144$127,452▲ $12,308
Liabilities
Other Liabilities$9,000$11,838▲ $2,838
Total Liabilities$9,000$11,838▲ $2,838
Net Assets / Fund Balance
Permanently Rstr Net Assets$646,278$636,693▼ $9,585
Temporarily Rstr Net Assets$373,244$494,946▲ $121,702
Unrestricted Net Assets$-65,140$-55,942▲ $9,198
Total Net Assets Fund Balance$954,382$1,075,697▲ $121,315
Total Liabilities and Net Assets / Fund Balance$963,382$1,087,535▲ $124,153

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$127,452--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$793,833-▲ $87,409-$881,242
2016$797,626-▼ $3,793-$793,833
2015$828,420-▼ $30,794-$797,626
2014$792,195-▲ $36,225-$828,420
2013$679,819-▲ $112,376-$792,195
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Patricia HaylesChairman
James CummingsVice Chairman
David RoseDirector
Kory HuntsingerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$8,406
Program Service Revenue
$0
Investment Income
$47,627
Other Revenue
$12,308
All Other Contributions
$8,406
Change in Net Assets
$59,551
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,790
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
Fees for Services Accounting$4,538--$4,538
Fees for Services Legal$4,086--$4,086
Office Expenses-$166-$166
Total Functional Expenses$8,624$166$0$8,790
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Donor$9,000
Due From Lakeside Beikrich Care Center$2,838
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 4

“The foundation amended the certificate of incorporation, which was authorized by a vote of a majority of the entire board of directors, in october 2017. The amendment of the certificate of incorporation related to the purpose of the foundation. Prior to this change the purpose of the foundation was to generate financial support for affiliated health system entities. The amended purpose of the foundation is to generate financial support for health care and other health-related services organizations, specifically providing for the physical needs and general well-being of citizens in the area of brockport, new york.”

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

“A copy of the 990 is provided to all board members prior to filing the form 990 is prepared in conjuction with accounting firm and management.”

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

“Any potential conflicts are reviewed by the executive committee and board of directors as necessary.”

Form 990, Part VI, Section C, Line 19

“Any document is available upon request in the foundation office. A copy of the annual year end financial statements are reviewed and presented to the finance committee and board of directors. All other governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lakeside Foundation Inc
EIN
16-1374547
Phone
5852492864
Address
170 WEST AVENUE, BROCKPORT, NY 14420

Signing Officer

Name
Patricia Hayles
Title
Board Chair
Phone
5853956095
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Hayles
Formed
1989
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL SUITE 201, PITTSFORD, NY 14534
Preparer
Kelley Demonte
Phone
5853811000
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment fund consists of two donor-restricted funds, established for the endowment fund and the hospital. The corpus of the endowment funds are classified as permanently restricted on the statement of financial position and any earnings thereon are considered temporarily restricted until appropriated for expenditure.”

Raw XML Appendix391 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO DONOR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE FROM LAKESIDE BEIKRICH CARE CENTER
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT FUND CONSISTS OF TWO DONOR-RESTRICTED FUNDS, ESTABLISHED FOR THE ENDOWMENT FUND AND THE HOSPITAL. THE CORPUS OF THE ENDOWMENT FUNDS ARE CLASSIFIED AS PERMANENTLY RESTRICTED ON THE STATEMENT OF FINANCIAL POSITION AND ANY EARNINGS THEREON ARE CONSIDERED TEMPORARILY RESTRICTED UNTIL APPROPRIATED FOR EXPENDITURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION AMENDED THE CERTIFICATE OF INCORPORATION, WHICH WAS AUTHORIZED BY A VOTE OF A MAJORITY OF THE ENTIRE BOARD OF DIRECTORS, IN OCTOBER 2017. THE AMENDMENT OF THE CERTIFICATE OF INCORPORATION RELATED TO THE PURPOSE OF THE FOUNDATION. PRIOR TO THIS CHANGE THE PURPOSE OF THE FOUNDATION WAS TO GENERATE FINANCIAL SUPPORT FOR AFFILIATED HEALTH SYSTEM ENTITIES. THE AMENDED PURPOSE OF THE FOUNDATION IS TO GENERATE FINANCIAL SUPPORT FOR HEALTH CARE AND OTHER HEALTH-RELATED SERVICES ORGANIZATIONS, SPECIFICALLY PROVIDING FOR THE PHYSICAL NEEDS AND GENERAL WELL-BEING OF CITIZENS IN THE AREA OF BROCKPORT, NEW YORK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING THE FORM 990 IS PREPARED IN CONJUCTION WITH ACCOUNTING FIRM AND MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY DOCUMENT IS AVAILABLE UPON REQUEST IN THE FOUNDATION OFFICE. A COPY OF THE ANNUAL YEAR END FINANCIAL STATEMENTS ARE REVIEWED AND PRESENTED TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LAKESIDE MEMORIAL HOSPITAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LAKESIDEBEIKIRCH CARE CENTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LAKESIDE HEALTH SYSTEM INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0160743068
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1222990829
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2161396374
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0THE PRIMARY PURPOSE OF LAKESIDE MEMORIAL HOSPITAL IS TO PROVIDE A FULL RANGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1OPERATE A NURSING HOME AND PROMOTE THE ENHANCEMENT OF HEALTH CARE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LAKESIDE HEALTH SYSTEM INC SERVES AS A PARENT CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 12D, III-O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0156 WEST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1170 WEST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2156 WEST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BROCKPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BROCKPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2BROCKPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014420
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd114420
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd214420
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0373244
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0494946
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0963382
IRS990/TotalAssetsEOYAmt01087535
IRS990/TotalAssetsGrp/BOYAmt0963382
IRS990/TotalAssetsGrp/EOYAmt01087535
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt08406
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0166
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08624
IRS990/TotalFunctionalExpensesGrp/TotalAmt08790
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09000
IRS990/TotalLiabilitiesEOYAmt011838
IRS990/TotalLiabilitiesGrp/BOYAmt09000
IRS990/TotalLiabilitiesGrp/EOYAmt011838
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0954382
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01075697
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08624
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020140
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039795
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068341
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0963382
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01087535
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-65140
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-55942
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0170 WEST AVENUE
IRS990/USAddress/CityNm0BROCKPORT
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014420
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.LAKESIDEHEALTH.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA HAYLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05853956095
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKESIDE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0161374547
ReturnHeader/Filer/PhoneNum05852492864
ReturnHeader/Filer/USAddress/AddressLine1Txt0170 WEST AVENUE
ReturnHeader/Filer/USAddress/CityNm0BROCKPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014420
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0798E0E3CECDF7348F04002BB5F57375CC57A7669
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA9DD01E2068C257FA2589B5B0D3714828123AF1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.14.157.194
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:48:12
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/PreparerPersonNm0KELLEY DEMONTE
ReturnHeader/ReturnTs02018-11-09T11:29:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,087,535
Liabilities
$11,838
Net assets
$1,075,697
Revenue
$68,341
Expenses
$8,790
Net income
$59,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$0.07$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06$0.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.01$1.81$0.16$0.02$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.04$1.65$0.20$0.06$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$0.24$0.02$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.07$0.01$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.95$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.02$0.93$0.03$0.03$0.00
2014Summary only. Only limited summary data is available for this year.$1.00$0.02$0.98$0.10$0.14$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.21$0.19$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.30$0.92$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.13$1.02$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.19$0.97$0.43