Civic Intelligence

Andes Society for History & Culture Endowment Fund Tr Natl Bank Delawa

990 • Fiscal year 2013 • EIN 16-6498037

Jan 01, 2013 to Dec 31, 2013 • Filed on Jan 30, 2014

Organization ProfileN/A
Natl Bank Of Delaware CO PO Box 38913856

(607) 865-4126

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Net Margin

83rd percentile

25%

Higher net margin than 83% of similar nonprofits.

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Asset Growth

51st percentile

1.7%

Faster asset growth than 51% of similar nonprofits.

2013 filings • NTEE A • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$278,823

Up $4,658 (+1.7%) from 2012

Net Assets

Up

$278,823

Up $4,658 (+1.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin83rd percentile

Revenue

$15,632

No earlier filing loaded for comparison.

Expenses

Up

$11,793

Up $6,175 (+110%) from 2012

Net Income

$3,839

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$400K$300K$200K$100K$0Assets 2010: $260,412Liabilities 2010: $0Net Assets 2010: $260,4122010Assets 2011: $264,512Liabilities 2011: $0Net Assets 2011: $264,5122011Assets 2012: $274,165Liabilities 2012: $0Net Assets 2012: $274,1652012Assets 2013: $278,823Liabilities 2013: $0Net Assets 2013: $278,8232013Assets 2014: $281,847Liabilities 2014: $0Net Assets 2014: $281,8472014Assets 2015: $290,923Liabilities 2015: $0Net Assets 2015: $290,9232015Assets 2016: $294,981Net Assets 2016: $294,9812016Assets 2017: $309,802Net Assets 2017: $309,8022017Assets 2018: $322,997Liabilities 2018: $02018Assets 2019: $322,530Liabilities 2019: $02019Assets 2020: $312,745Liabilities 2020: $0Net Assets 2020: $312,7452020Assets 2021: $315,338Liabilities 2021: $02021Assets 2022: $312,545Liabilities 2022: $0Net Assets 2022: $312,5452022Assets 2023: $303,931Liabilities 2023: $02023

Highlighted filing

2013

Assets$278,823
Liabilities$0
Net Assets$278,823
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KExpenses 2010: $1,0792010Expenses 2011: $9,1972011Expenses 2012: $5,6182012Revenue 2013: $15,632Expenses 2013: $11,793Net Income 2013: $3,8392013Revenue 2014: $13,391Expenses 2014: $10,367Net Income 2014: $3,0242014Revenue 2015: $16,797Expenses 2015: $7,721Net Income 2015: $9,0762015Revenue 2016: $13,841Expenses 2016: $9,783Net Income 2016: $4,0582016Revenue 2017: $24,939Expenses 2017: $10,118Net Income 2017: $14,8212017Revenue 2018: $24,256Expenses 2018: $11,061Net Income 2018: $13,1952018Revenue 2019: $12,644Expenses 2019: $13,112Net Income 2019: -$4682019Revenue 2020: $3,848Expenses 2020: $13,633Net Income 2020: -$9,7852020Revenue 2021: $16,862Expenses 2021: $14,255Net Income 2021: $2,6072021Revenue 2022: $12,434Expenses 2022: $15,216Net Income 2022: -$2,7822022Revenue 2023: $6,922Expenses 2023: $15,535Net Income 2023: -$8,6132023

Highlighted filing

2013

Revenue$15,632
Expenses$11,793
Net Income$3,839
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jan 30, 2014
Return Version
2013v3.1
Gross Receipts
$54,541
Mission and Program Overview

Mission

To manage endowment funds for the Andes Society for History & Culture

MANAGE ENDOWMENT FUNDS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$274,165$278,823▲ $4,658
Investments in Publicly Traded Securities$271,162$263,566▼ $7,596
Savings and Temporary Cash Investments$3,003$14,038▲ $11,035
Cash and Non-Interest-Bearing Accounts-$1,219-
Total Assets$274,165$278,823▲ $4,658
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$274,165$278,823▲ $4,658
Total Liabilities and Net Assets / Fund Balance$274,165$278,823▲ $4,658
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$4,300
Program Service Revenue
$0
Investment Income
$10,435
Other Revenue
$897
Change in Net Assets
$3,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,193
Other Expenses$600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,193--$11,193
Fees for Services Accounting-$500-$500
Other Expenses-$100-$100
Total Functional Expenses$11,193$600$0$11,793
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
22-2137873-501(c)-$11,193
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Reviewed by board. 990 supplied to board of trustees”

Form 990, Page 6, Part VI, Line 19

“Advertisement in local newspaper. Available upon request”

Filing and Contact Details

Filer

EIN
16-6498037
Phone
6078654126

Signing Officer

Name
Paul F Wood
Title
Trust Officer
Phone
6078654126
Signed
2014-01-30
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Preparer
Thomas F Kelley CPA
Phone
6077469515
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“TRUSTEE FEES”

Form 990, Part XI, Line 9

“Prior period adj (error) 819”

Raw XML Appendix258 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MANAGE ENDOWMENT FUNDS
IRS990/BooksInCareOfDetail/PersonNm0NATL BANK OF DELAWARE COUNTY
IRS990/BooksInCareOfDetail/PhoneNum06078654126
IRS990/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 389
IRS990/BooksInCareOfDetail/USAddress/City0WALTON
IRS990/BooksInCareOfDetail/USAddress/State0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCode013856
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt01219
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04300
IRS990/CYGrantsAndSimilarPaidAmt011193
IRS990/CYInvestmentIncomeAmt010435
IRS990/CYOtherExpensesAmt0600
IRS990/CYOtherRevenueAmt0897
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03839
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt011793
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015632
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TAXPAYER'S EXEMPT PURPOSE IS TO RECEIVE & MANAGE ENDOWMENT FUNDS FOR THE ANDES SOCIETY FOR HISTORY & CULTURE, AN EXEMPT ORGANIZATION, AND TO REMIT QUARTERLY NET INCOME TO THAT ORGANIZATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0500
IRS990/FeesForServicesAccountingGrp/TotalAmt0500
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine10NATL BANK OF DELAWARE COUNTY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine20PAUL WOOD
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0812
IRS990/GainOrLossGrp/SecuritiesAmt0-160
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GovernmentGrantsAmt04300
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt011193
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011193
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0812
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt038749
IRS990/GrossReceiptsAmt054541
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt09783
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09783
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0271162
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0263566
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt038909
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MANAGE ENDOWMENT FUNDS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0274165
IRS990/NetAssetsOrFundBalancesEOYAmt0278823
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0652
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0652
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0819
IRS990/OtherExpensesGrp/Desc0NYS FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/OtherRevenueMiscGrp/Desc0REFUND OF EXCESS FEES-INFINEX
IRS990/OtherRevenueMiscGrp/ExclusionAmt0897
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0897
IRS990/OtherRevenueTotalAmt0897
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TRUSTEE FEES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt011193
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt011193
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05600
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03993
IRS990/PYInvestmentIncomeAmt09719
IRS990/PYOtherExpensesAmt01625
IRS990/PYRevenuesLessExpensesAmt09701
IRS990/PYTotalExpensesAmt05618
IRS990/PYTotalRevenueAmt015319
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03839
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0274165
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0278823
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03003
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014038
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222137873
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt011193
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ANDES SOCIETY FOR HISTORY & CULTURE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine20ANDES SOCIETY FOR HISTORY & CULTURE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt011193
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt011193
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ANDES SOCIETY FOR HISTORY & CULTURE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine20ANDES SOCIETY FOR HISTORY & CULTURE
IRS990ScheduleI/RecipientTable/RecipientEIN0222137873
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 455
IRS990ScheduleI/RecipientTable/USAddress/City0ANDES
IRS990ScheduleI/RecipientTable/USAddress/State0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode013731
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY BOARD. 990 SUPPLIED TO BOARD OF TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADVERTISEMENT IN LOCAL NEWSPAPER. AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJ (ERROR) 819
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0274165
IRS990/TotalAssetsEOYAmt0278823
IRS990/TotalAssetsGrp/BOYAmt0274165
IRS990/TotalAssetsGrp/EOYAmt0278823
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04300
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0600
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011193
IRS990/TotalFunctionalExpensesGrp/TotalAmt011793
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0274165
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0278823
IRS990/TotalOtherProgSrvcExpenseAmt011193
IRS990/TotalOtherProgSrvcGrantAmt011193
IRS990/TotalProgramServiceExpensesAmt011193
IRS990/TotalRevenueGrp/ExclusionAmt010680
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0652
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015632
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0274165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0278823
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL F WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06078654126
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10ANDES SOCIETY FOR HIS & CULTURE
ReturnHeader/Filer/BusinessNameControlTxt0ANDE
ReturnHeader/Filer/EIN0166498037
ReturnHeader/Filer/PhoneNum06078654126
ReturnHeader/Filer/USAddress/AddressLine10NATL BANK OF DELAWARE CO PO BOX 389
ReturnHeader/Filer/USAddress/City0WALTON
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode013856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CREATIVE TAX PLANNING ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10118 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DELHI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode013753
ReturnHeader/PreparerPersonGrp/PhoneNum06077469515
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS F KELLEY CPA
ReturnHeader/ReturnTs02014-03-17T12:50:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$278,823
Liabilities
$0
Net assets
$278,823
Revenue
$15,632
Expenses
$11,793
Net income
$3,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.04$0.00$0.07$0.16$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.12$0.15$0.03
2021Summary only. Only limited summary data is available for this year.$3.15$0.00$0.17$0.14$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.04$0.14$0.10
2019Summary only. Only limited summary data is available for this year.$3.23$0.00$0.13$0.13$0.00
2018Summary only. Only limited summary data is available for this year.$3.23$0.00$0.24$0.11$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$3.10$0.25$0.10$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$2.95$0.14$0.10$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.17$0.08$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.13$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.16$0.12$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.00$2.65$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.00$2.60$0.01