Civic Intelligence

Ibew 139 Educational & Training Trust Fund Agreement

990 • Fiscal year 2024 • EIN 16-6056237

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 08, 2024

415 W Second StreetElmira, NY 14901

(607) 732-1237

Siviq Scores

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

Liabilities / Assets

95th percentile

0.48x

Higher debt load relative to assets than 95% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

2.09x

Higher debt load relative to revenue than 98% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2024

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

24th percentile

$1,315

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2024

Asset Growth

98th percentile

109%

Faster asset growth than 98% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

18%

Faster revenue growth than 79% of similar nonprofits.

2024 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,538,050

Up $1,324,238 (+109%) from 2023

Net Assets

Up

$1,330,929

Up $123,378 (+10%) from 2023

Liabilities

Up

$1,207,121

Up $1,200,860 (+19180%) from 2023

Revenue

Up

$577,613

Up $88,349 (+18%) from 2023

Expenses

Down

$473,292

Down $6,393 (-1.3%) from 2023

Net Income

Up

$104,321

Up $94,742 (+989%) from 2023

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $532,552Liabilities 2011: $27,788Net Assets 2011: $504,7642011Assets 2012: $682,081Liabilities 2012: $26,318Net Assets 2012: $655,7632012Assets 2013: $770,470Liabilities 2013: $18,814Net Assets 2013: $751,6562013Assets 2014: $947,922Liabilities 2014: $15,084Net Assets 2014: $932,8382014Assets 2015: $979,472Liabilities 2015: $7,441Net Assets 2015: $972,0312015Assets 2016: $904,946Liabilities 2016: $6,192Net Assets 2016: $898,7542016Assets 2017: $927,221Liabilities 2017: $6,170Net Assets 2017: $921,0512017Assets 2018: $978,000Liabilities 2018: $44,441Net Assets 2018: $933,5592018Assets 2019: $1,027,533Liabilities 2019: $10,807Net Assets 2019: $1,016,7262019Assets 2020: $1,198,049Liabilities 2020: $13,928Net Assets 2020: $1,184,1212020Assets 2021: $1,265,416Liabilities 2021: $4,858Net Assets 2021: $1,260,5582021Assets 2022: $1,241,580Liabilities 2022: $70,739Net Assets 2022: $1,170,8412022Assets 2023: $1,213,812Liabilities 2023: $6,261Net Assets 2023: $1,207,5512023Assets 2024: $2,538,050Liabilities 2024: $1,207,121Net Assets 2024: $1,330,9292024Assets 2025: $2,575,653Liabilities 2025: $1,136,817Net Assets 2025: $1,438,8362025

Highlighted filing

2024

Assets$2,538,050
Liabilities$1,207,121
Net Assets$1,330,929

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $350,367Expenses 2011: $244,511Net Income 2011: $105,8562011Revenue 2012: $405,736Expenses 2012: $259,748Net Income 2012: $145,9882012Expenses 2013: $242,2882013Revenue 2014: $399,084Expenses 2014: $237,010Net Income 2014: $162,0742014Revenue 2015: $378,174Expenses 2015: $333,843Net Income 2015: $44,3312015Revenue 2016: $273,403Expenses 2016: $345,716Net Income 2016: -$72,3132016Revenue 2017: $376,413Expenses 2017: $366,956Net Income 2017: $9,4572017Revenue 2018: $423,425Expenses 2018: $414,444Net Income 2018: $8,9812018Revenue 2019: $470,738Expenses 2019: $402,387Net Income 2019: $68,3512019Revenue 2020: $536,155Expenses 2020: $387,764Net Income 2020: $148,3912020Revenue 2021: $459,167Expenses 2021: $422,643Net Income 2021: $36,5242021Revenue 2022: $498,367Expenses 2022: $482,032Net Income 2022: $16,3352022Revenue 2023: $489,264Expenses 2023: $479,685Net Income 2023: $9,5792023Revenue 2024: $577,613Expenses 2024: $473,292Net Income 2024: $104,3212024Revenue 2025: $627,553Expenses 2025: $557,855Net Income 2025: $69,6982025

Highlighted filing

2024

Revenue$577,613
Expenses$473,292
Net Income$104,321
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$1,577,118
Mission and Program Overview

Mission

To train our apprentices for career goals and to upgrade existing members skill.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$647,426$706,554▲ $59,128
Savings and Temporary Cash Investments$425,263$499,221▲ $73,958
Accounts Receivable$112,750$113,746▲ $996
Land, Buildings, and Equipment, Net$26,692$20,127▼ $6,565
Prepaid Expenses and Deferred Charges$1,681$1,382▼ $299
Total Assets$1,213,812$2,538,050▲ $1,324,238
Other Assets Total$0$1,197,020▲ $1,197,020
Liabilities
Other Liabilities$0$1,197,020▲ $1,197,020
Accounts Payable and Accrued Expenses$6,261$10,101▲ $3,840
Total Liabilities$6,261$1,207,121▲ $1,200,860
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,207,551$1,330,929▲ $123,378
Total Net Assets Fund Balance$1,207,551$1,330,929▲ $123,378
Total Liabilities and Net Assets / Fund Balance$1,213,812$2,538,050▲ $1,324,238

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,127$80,783$100,910
Other Assets Org$1,197,020--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Brett PattonTrustee$1,315$1,315
Joshua FitzwaterTrustee$205$205

Board Members and Trustees

NameTitle
Meredith KumponTrustee
Michael J SincockTrustee
Warren Roman JrTrustee
Jeremy AckermanTrustee Effective 6/28/24
Lindsay T MillsTrustee Term Ended 6/28/24
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$517,865
Investment Income
$53,353
Other Revenue
$6,395
Change in Net Assets
$104,321

Audited Revenue Reconciliation

Revenue per Audited Statements
$577,613
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$19,057
Total Revenue per Audited Statements
$596,670
Total Revenue per Form 990
$577,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,634
Salaries, Compensation, and Employee Benefits$235,658
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$132,436
Occupancy---$115,500
Other Employee Benefits---$82,756
Payroll Taxes---$18,946
Office Expenses---$15,471
Fees for Services Accounting---$9,100
Fees for Service Investment Mgmnt Fees---$7,288
Depreciation Depletion---$6,565
Fees for Services Legal---$5,972
Insurance---$1,891
Other Expenses---$1,584
Current Officers, Directors, Trustees, and Key Employees---$1,520
Total Functional Expenses$0$0$0$473,292

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$473,292
Total Expenses per Audited Statements$473,292
Total Expenses per Form 990$473,292
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$1,197,020
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 35% controlled entity
No
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 8B

There are no committees with authority to act on behalf of the trustees.

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

Form 990 is reviewed and approved by the fund manager and fund administrator prior to filing.

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

Conflict of interest statements are signed annually at a trustee meeting.

Form 990, Part VI, Section C, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Ibew 139 Educational & Training Trust
EIN
16-6056237
Phone
6077321237
Address
415 W SECOND STREET, ELMIRA, NY 14901

Signing Officer

Name
Warren Roman Jr
Title
Fund Administrator
Phone
6077321237
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Warren Roman Jr
Formed
1965
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
333 EAST WATER ST STE 200, ELMIRA, NY 14901
Preparer
Krista L Niles-updyke
Phone
6077344183
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The fund files tax returns in various jurisdictions and is subject to potential examination by taxing authorities. The fund's current and prior three years tax returns reamin subject to review by taxing authorities. Management of the fund believes it has no material uncertain tax positions and, accordingly it has not recognized any liability for unrecognized tax benefits.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND FILES TAX RETURNS IN VARIOUS JURISDICTIONS AND IS SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES. THE FUND'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REAMIN SUBJECT TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE FUND BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020127
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01197020
IRS990ScheduleD/TotalExpensesPerForm990Amt0473292
IRS990ScheduleD/TotalLiabilityAmt01197020
IRS990ScheduleD/TotalRevenuePerForm990Amt0577613
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0596670
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0473292
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED AND APPROVED BY THE FUND MANAGER AND FUND ADMINISTRATOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY AT A TRUSTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW LOCAL 139 WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL #139
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL #139 BUILDING CORPORA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0166056237
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1160799784
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2161135246
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE HEALTH, DISABILITY, AND DEATH BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ORGANIZING WORKERS IN ELECTRICAL INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE FACILITIES FOR USE OF THE MEMBERS OF IBEW LOCAL #139
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0415 WEST SECOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1415 WEST SECOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2415 WEST SECOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ELMIRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ELMIRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ELMIRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014901
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd114901
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd214901
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0115500
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1111873
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV OF RENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ALLOCATION OF TIME
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0IBEW BUILDING CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1IBEW WELFARE FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01213812
IRS990/TotalAssetsEOYAmt02538050
IRS990/TotalAssetsGrp/BOYAmt01213812
IRS990/TotalAssetsGrp/EOYAmt02538050
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0473292
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06261
IRS990/TotalLiabilitiesEOYAmt01207121
IRS990/TotalLiabilitiesGrp/BOYAmt06261
IRS990/TotalLiabilitiesGrp/EOYAmt01207121
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01207551
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01330929
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0473292
IRS990/TotalProgramServiceRevenueAmt0517865
IRS990/TotalReportableCompFromOrgAmt01520
IRS990/TotalRevenueGrp/ExclusionAmt053353
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0524260
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0577613
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01213812
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02538050
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0415 W SECOND STREET
IRS990/USAddress/CityNm0ELMIRA
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014901
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN ROMAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06077321237
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IBEW 139 EDUCATIONAL & TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IBEW
ReturnHeader/Filer/EIN0166056237
ReturnHeader/Filer/PhoneNum06077321237
ReturnHeader/Filer/USAddress/AddressLine1Txt0415 W SECOND STREET
ReturnHeader/Filer/USAddress/CityNm0ELMIRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161092347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENGEL METZGER BARR & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 EAST WATER ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELMIRA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014901
ReturnHeader/PreparerPersonGrp/PhoneNum06077344183
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTA L NILES-UPDYKE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$1.14$1.44$0.63$0.56$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.54$1.21$1.33$0.58$0.47$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.21$0.49$0.48$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.07$1.17$0.50$0.48$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.26$0.46$0.42$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.18$0.54$0.39$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$0.47$0.40$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.04$0.93$0.42$0.41$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$0.38$0.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.90$0.27$0.35$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.38$0.33$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.02$0.93$0.40$0.24$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.02$0.75$0.24
2012Summary only. Only limited summary data is available for this year.$0.68$0.03$0.66$0.41$0.26$0.15
2011Summary only. Only limited summary data is available for this year.$0.53$0.03$0.50$0.35$0.24$0.11