Civic Intelligence

Circle

990EZ • Fiscal year 2018 • EIN 16-1470395

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profilewww.circleinc.org
8042 Main Street FishersVictor, NY 14564

(315) 879-0850

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

55th percentile

3.6%

Higher net margin than 55% of similar nonprofits.

2018 filings • NTEE B99 • <$500k nonprofits • Source year 2018

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2018 filings • NTEE B99 • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

0.3%

Faster asset growth than 50% of similar nonprofits.

2018 filings • NTEE B99 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • NTEE B99 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,204

Up $59 (+0.3%) from 2017

Net Assets

Up

$23,204

Up $59 (+0.3%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Down

$1,624

Down $1,389 (-46%) from 2017

Expenses

Down

$1,565

Down $53 (-3.3%) from 2017

Net Income

Down

$59

Down $1,336 (-96%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$200K$150K$100K$50K$0Assets 2010: $157,037Liabilities 2010: $118,448Net Assets 2010: $38,5892010Assets 2011: $150,764Liabilities 2011: $114,586Net Assets 2011: $36,1782011Assets 2012: $26,523Net Assets 2012: $26,5232012Assets 2013: $26,898Net Assets 2013: $26,8982013Assets 2014: $27,851Net Assets 2014: $27,8512014Assets 2015: $22,727Liabilities 2015: $02015Assets 2016: $21,750Net Assets 2016: $21,7502016Assets 2017: $23,145Net Assets 2017: $23,1452017Assets 2018: $23,204Net Assets 2018: $23,2042018Assets 2019: $24,187Net Assets 2019: $24,1872019Assets 2020: $23,405Net Assets 2020: $23,4052020Assets 2021: $22,953Net Assets 2021: $22,9532021

Highlighted filing

2018

Assets$23,204
Liabilities-
Net Assets$23,204
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

$20K$10K$0-$10KRevenue 2010: $12,752Expenses 2010: $16,516Net Income 2010: -$3,7642010Revenue 2011: $11,881Expenses 2011: $14,292Net Income 2011: -$2,4112011Revenue 2012: -$3,990Expenses 2012: $5,665Net Income 2012: -$9,6552012Revenue 2013: $2,899Expenses 2013: $2,524Net Income 2013: $3752013Revenue 2014: $3,393Expenses 2014: $2,440Net Income 2014: $9532014Revenue 2015: -$1,300Expenses 2015: $3,824Net Income 2015: -$5,1242015Revenue 2016: $1,328Expenses 2016: $2,305Net Income 2016: -$9772016Revenue 2017: $3,013Expenses 2017: $1,618Net Income 2017: $1,3952017Revenue 2018: $1,624Expenses 2018: $1,565Net Income 2018: $592018Revenue 2019: $2,789Expenses 2019: $1,804Net Income 2019: $9852019Revenue 2020: $69Expenses 2020: $851Net Income 2020: -$7822020Revenue 2021: $73Expenses 2021: $525Net Income 2021: -$4522021

Highlighted filing

2018

Revenue$1,624
Expenses$1,565
Net Income$59
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$1,624
Mission and Program Overview

Mission

Educational programs that promote good relationship with self, others, community and Earth

Program Services

DescriptionGrantsExpenses
Twelve women's Tuesday evening gatherings withaverage attendace of 20 for the purpose of discussingvarious topics$0$1,565
Eight community gatherings with 30 in average attendancefollowed by a pot luck supper--
Twenty four evening gatherings for men & women to develop community awareness--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda Heron WindPresidentPT$0--
Carol McCoonSecretaryPT$0--
Sarah WoodardTreasurerPT$0--
Gary GravesBoard Member-$0--
Tracy BellBoard Member-$0--
Carol LaRosaCo-Vice President-$0--
Janice McNamaraBoard Member-$0--
Marybeth GambaCo-Vice President-$0--
Adena Sho ShounBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
CIRCLE Inc
EIN
16-1470395
Phone
3158790850
Address
8042 Main Street Fishers, Victor, NY 14564

Signing Officer

Name
Sarah Woodard
Title
Treasurer
Phone
3158790850
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Sage Financial LLC
Address
660 Old Dutch Rd - PO Box 426, Fishers, NY 14453
Preparer
Chauncy Young CFP LMT
Phone
5857421068
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Depreciation 565.”

Form 990EZ, Part I, Line 16

“Insurance 361.”

Form 990EZ, Part I, Line 16

“Other 260.”

Form 990EZ, Part I, Line 16

“Accounting - Filing fee 59.”

Form 990EZ, Part II, Line 26

“Accounts Payable”

Form 990EZ, Part II, Line 26

“CNB Mortgage on Building”

Form 990EZ, Part II, Line 26

“CNB Mortgage on Land”

Raw XML Appendix218 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0320
IRS990EZ/BooksInCareOfDetail/PersonNm0Sarah Woodard Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum05854909544
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt045 Reitz Parkway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pittsford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014534
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022227
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022851
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0663
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt059
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023145
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023204
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt01624
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0961
IRS990EZ/LandAndBuildingsGrp/BOYAmt0918
IRS990EZ/LandAndBuildingsGrp/EOYAmt0353
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023145
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023204
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023145
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023204
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Linda Heron Wind
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carol McCoon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Woodard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gary Graves
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tracy Bell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Carol LaRosa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Janice McNamara
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Marybeth Gamba
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Adena Sho Shoun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01245
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational programs that promote good relationship with self, others, community and Earth
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Twelve women's Tuesday evening gatherings withaverage attendace of 20 for the purpose of discussingvarious topics
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Eight community gatherings with 30 in average attendancefollowed by a pot luck supper
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Twenty four evening gatherings for men & women to develop community awareness
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01565
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01565
IRS990EZ/TotalProgramServiceExpensesAmt01565
IRS990EZ/TotalRevenueAmt01624
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.circleinc.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0663
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0979
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0197
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03195
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0961
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0861
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0496
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0122
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01100
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0961
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0861
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0496
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0122
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04474
IRS990ScheduleA/InvestmentIncomeCYPct00.51020
IRS990ScheduleA/InvestmentIncomePYPct00.37890
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.48980
IRS990ScheduleA/PublicSupportPY509Pct00.62110
IRS990ScheduleA/PublicSupportTotal509Amt04295
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0663
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0979
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01297
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01004
IRS990ScheduleA/Total509Grp/TotalAmt04295
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation 565.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 361.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other 260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounting - Filing fee 59.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CNB Mortgage on Building
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CNB Mortgage on Land
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Woodard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03158790850
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CIRCLE Inc
ReturnHeader/Filer/BusinessNameControlTxt0CIRC
ReturnHeader/Filer/EIN0161470395
ReturnHeader/Filer/PhoneNum03158790850
ReturnHeader/Filer/USAddress/AddressLine1Txt08042 Main Street Fishers
ReturnHeader/Filer/USAddress/CityNm0Victor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014564
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04E8C1E1F8138C0B2361BF5A32AE5D7FB52DAABFA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04E8C1E1F8138C0B2361BF5A32AE5D7FB52DAABFA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.49.101.228
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:52:50
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sage Financial LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0660 Old Dutch Rd - PO Box 426
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fishers
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014453
ReturnHeader/PreparerPersonGrp/PhoneNum05857421068
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chauncy Young CFP LMT
ReturnHeader/ReturnTs02019-11-15T12:52:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$23,204
Liabilities
-
Net assets
$23,204
Revenue
$1,624
Expenses
$1,565
Net income
$59
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.00$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.03$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.02$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.03$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.01$0.02$0.01
2015Summary only. Only limited summary data is available for this year.$0.23$0.00$0.01$0.04$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.03$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.03$0.03$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.04$0.06$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$1.15$0.36$0.12$0.14$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$1.18$0.39$0.13$0.17$0.04