Civic Intelligence

First Founders Assurance Company

990 • Fiscal year 2017 • EIN 20-1384826

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 15, 2018

Organization ProfileN/A
6 Mill Ridge LaneChester, NJ 07930-2486

(908) 879-0990

Siviq Scores

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

Liabilities / Assets

58th percentile

0.18x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

1.77x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

80th percentile

$209,272

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 37.2% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

58th percentile

5.7%

Faster asset growth than 58% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

0.2%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$5,635,098

Up $301,558 (+5.7%) from 2016

Net Assets

Up

$4,640,416

Up $211,022 (+4.8%) from 2016

Liabilities

Up

$994,682

Up $90,536 (+10%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin86th percentile

Revenue

Up

$563,291

Up $1,072 (+0.2%) from 2016

Expenses

Up

$333,910

Up $30,384 (+10%) from 2016

Net Income

Down

$229,381

Down $29,312 (-11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2008: $2,578,011Liabilities 2008: $198,964Net Assets 2008: $2,379,0472008Assets 2010: $3,262,904Liabilities 2010: $347,765Net Assets 2010: $2,915,1392010Assets 2011: $3,604,637Liabilities 2011: $528,486Net Assets 2011: $3,076,1512011Assets 2012: $4,013,363Liabilities 2012: $601,795Net Assets 2012: $3,411,5682012Assets 2013: $4,432,294Liabilities 2013: $753,277Net Assets 2013: $3,679,0172013Assets 2014: $4,692,988Liabilities 2014: $761,826Net Assets 2014: $3,931,1622014Assets 2015: $4,919,989Liabilities 2015: $838,429Net Assets 2015: $4,081,5602015Assets 2016: $5,333,540Liabilities 2016: $904,146Net Assets 2016: $4,429,3942016Assets 2017: $5,635,098Liabilities 2017: $994,682Net Assets 2017: $4,640,4162017Assets 2018: $6,026,770Liabilities 2018: $1,157,105Net Assets 2018: $4,869,6652018Assets 2019: $6,434,409Liabilities 2019: $1,171,743Net Assets 2019: $5,262,6662019Assets 2020: $6,666,989Liabilities 2020: $1,301,674Net Assets 2020: $5,365,3152020Assets 2021: $6,996,430Liabilities 2021: $1,371,778Net Assets 2021: $5,624,6522021Assets 2022: $7,626,896Liabilities 2022: $1,751,852Net Assets 2022: $5,875,0442022Assets 2023: $7,897,620Liabilities 2023: $1,747,737Net Assets 2023: $6,149,8832023

Highlighted filing

2017

Assets$5,635,098
Liabilities$994,682
Net Assets$4,640,416
Open 2017 Filing

Operations Trend

Revenue Growth36th percentile

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

$600K$400K$200K$0Expenses 2008: $237,7392008Expenses 2010: $214,5662010Revenue 2011: $542,997Expenses 2011: $313,966Net Income 2011: $229,0312011Expenses 2012: $351,9392012Revenue 2013: $592,481Expenses 2013: $330,077Net Income 2013: $262,4042013Revenue 2014: $569,379Expenses 2014: $340,176Net Income 2014: $229,2032014Revenue 2015: $559,904Expenses 2015: $389,020Net Income 2015: $170,8842015Revenue 2016: $562,219Expenses 2016: $303,526Net Income 2016: $258,6932016Revenue 2017: $563,291Expenses 2017: $333,910Net Income 2017: $229,3812017Revenue 2018: $586,860Expenses 2018: $317,380Net Income 2018: $269,4802018Revenue 2019: $558,335Expenses 2019: $293,797Net Income 2019: $264,5382019Revenue 2020: $534,051Expenses 2020: $374,154Net Income 2020: $159,8972020Revenue 2021: $536,473Expenses 2021: $315,196Net Income 2021: $221,2772021Revenue 2022: $584,351Expenses 2022: $315,875Net Income 2022: $268,4762022Revenue 2023: $562,255Expenses 2023: $292,635Net Income 2023: $269,6202023

Highlighted filing

2017

Revenue$563,291
Expenses$333,910
Net Income$229,381
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 15, 2018
Return Version
2017v2.3
Gross Receipts
$1,228,224
Mission and Program Overview

Mission

The company's primary business is surety with a specialization in providing united states customs bonds and other federal bonds related to the import and export industry.

THE COMPANY'S PRIMARY BUSINESs IS SURETY WITH SPECIALIZATION IN PROVIDING UNITED STATES CUSTOMS BONDS AND OTHER FEDERAL BONDS RELATED TO THE IMPORT AND EXPORT INDUSTRY.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,633,991$4,827,801▲ $193,810
Rtn Earn Endowment Incm Other Fnds$2,029,394$2,240,416▲ $211,022
Pd in Cap Srpls Land Bldg Eqp Fund$1,400,000$1,400,000→ $0
Cap Stk Tr Prin Current Funds$1,000,000$1,000,000→ $0
Savings and Temporary Cash Investments$500,112$500,482▲ $370
Cash and Non-Interest-Bearing Accounts$121,523$230,349▲ $108,826
Other Notes and Loans Receivable, Net$36,158$34,013▼ $2,145
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$5,333,540$5,635,098▲ $301,558
Other Assets Total$41,756$42,453▲ $697
Liabilities
Other Liabilities$904,146$994,682▲ $90,536
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$904,146$994,682▲ $90,536
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,429,394$4,640,416▲ $211,022
Total Liabilities and Net Assets / Fund Balance$5,333,540$5,635,098▲ $301,558
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleBaseOtherTotal
MICHAEL P O'CONNORDirector$4,500-$4,500
Richard RamsayDirector$4,500-$4,500
Bruce S HaskellTreasurer & Director$4,000$183,371$4,000
John K DailyPresident & Director$4,000$173,209$4,000
Lee V BartherSecretary & Director$4,000$205,272$4,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$384,080
Investment Income
$179,211
Other Revenue
$0
Change in Net Assets
$229,381

Audited Revenue Reconciliation

Revenue per Audited Statements
$559,369
Revenue Not Reported on Financial Statements
$3,922
Total Revenue per Audited Statements
$559,369
Total Revenue per Form 990
$563,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$312,910
Salaries, Compensation, and Employee Benefits$21,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees---$40,248
Fees for Services Accounting---$30,850
Current Officers, Directors, Trustees, and Key Employees---$21,000
Other Expenses---$10,675
Fees for Services Other---$8,443
Office Expenses---$6,787
All Other Expenses---$1,009
Travel---$118
Total Functional Expenses$0$0$0$333,910

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$333,910
Expenses per Audited Statements$329,988
Total Expenses per Audited Statements$329,988
Expenses Not Reported on Financial Statements$3,922
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
see the atttached--No-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Collateral$392,309
Losses Reserves$330,334
Unearned Premiums$188,290
Accrued Expenses$41,710
Taxes, Licenses & Fees Payable$32,242
Payable to Parent & Affiliate$9,797
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 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 2:

“John K. Daily (Director & President), Bruce S. Haskell (Director & Treasurer), and Lee V. Barther (Director & Secretary) are all related by marriage.”

Form 990, Part VI, Section A, Line 6:

“The organization has one stockholder, the Sheppard Group, LLC.”

Form 990, Part VI, Section A, Line 7A:

“The stockholder elects directors in accordance with the by-laws.”

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

“The Form 990 is prepared by an independent public accounting firm and reviewed by the treasurer prior to filing. Also form 990 is made available to Board of Directors and Officers.”

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

“Annually, board members are asked to complete and sign a conflict of interest questionnaire.”

Form 990, Part VI, Section C, Line 19:

“No documents available to the public.”

Form 990, Part VI, Line 2

“Officers of the organization are officers of c.a. Shea & company, inc.”

Filing and Contact Details

Filer

Filer Name
First Founders Assurance Company
EIN
20-1384826
In Care Of
% BRUCE S HASKELL
Phone
9088790990
Address
6 MILL RIDGE LANE, CHESTER, NJ 07930-2486

Signing Officer

Name
Bruce Haskell
Title
Treasurer
Phone
9088790990
Signed
2018-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Haskell
Formed
2003
Legal Domicile
Nj
Voting Board Members
5
Independent Board Members
2
Employees
0

Preparer

Firm
Eisneramper Llp
Address
111 WOOD AVE SO STE 600, ISELIN, NJ 08830-2700
Preparer
Paul Dougherty
Phone
7322437000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5, Change in Assets:

“Change in Net Unrealized Capital Gains: -18,359”

Form 990, Part XII, Line 1, Accounting Method:

“The taxpayer's method of accounting is statutory accounting principles.”

FORM 990, PART XII, LINE 2C:

“The committees process has not changed from the previous tax year.”

Form 990, Part IV, Line 28C:

“The officers john k daily, bruce s. Haskell and lee v barther are the owners of the sheppard group llc, the parent company, and c.a.shea & company, inc., the affiliate.”

Raw XML AppendixShowing 400 of 481 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/OtherExpensesGrp/Desc3PROFESSIONAL DUES
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IRS990/OtherExpensesGrp/TotalAmt168858
IRS990/OtherExpensesGrp/TotalAmt27201
IRS990/OtherExpensesGrp/TotalAmt310675
IRS990/OtherLiabilitiesGrp/BOYAmt0904146
IRS990/OtherLiabilitiesGrp/EOYAmt0994682
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt036158
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt034013
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt01400000
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt01400000
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Bruce Haskell
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0524298
IRS990/ProgramServiceRevenueGrp/Desc0PREMIUMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0384080
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0384080
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0184034
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0282526
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0378185
IRS990/PYRevenuesLessExpensesAmt0258693
IRS990/PYSalariesCompEmpBnftPaidAmt021000
IRS990/PYTotalExpensesAmt0303526
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0562219
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0229381
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02029394
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02240416
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0500112
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0500482
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03922
IRS990ScheduleD/ExpensesSubtotalAmt0329988
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03922
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03922
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09797
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt132242
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2188290
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3330334
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4392309
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt541710
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO PARENT & AFFILIATE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TAXES, LICENSES & FEES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2UNEARNED PREMIUMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3LOSSES RESERVES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4COLLATERAL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5ACCRUED EXPENSES
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03922
IRS990ScheduleD/RevenueSubtotalAmt0559369
IRS990ScheduleD/TotalExpensesPerForm990Amt0333910
IRS990ScheduleD/TotalLiabilityAmt0994682
IRS990ScheduleD/TotalRevenuePerForm990Amt0563291
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0559369
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0329988
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt04000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt14000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt24000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0173209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1183371
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2205272
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN K DAILY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BRUCE S HASKELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2LEE V BARTHER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER & DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2SECRETARY & DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt04000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt14000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt24000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0173209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1183371
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2205272
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0see the atttached
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0COL (A), LINE (1): BRUCE S. HASKELL, JOHN K. DAILY, LEE V. BARTHER, OWNERS OF THE SHEPPARD GROUP LLC (THE PARENT) AND OFFICERS AND DIRECTORS OF C.A. SHEA & COMPANY, INC. (THE AFFILIATE) COL (B), LINE (1): DIRECTORS AND OFFICERS OF THE ORGANIZATION. COL (C), LINE (1): $175,048 COL (D), LINE (1): THE COMPANY ENTERED INTO AN AGREEMENT WITH C.A. SHEA & COMPANY, INC. TO PROVIDE MANAGERIAL, UNDERWRITING AND CLAIM HANDLING SERVICES TO THE COMPANY. THE CONTRACT WITH C.A. SHEA & COMPANY, INC. IS EXCLUSIVE AND GRANTS C.A. SHEA & COMPANY, INC. CERTAIN UNDERWRITING AND CLAIMS PAYMENT AUTHORITY. THE AGREEMENT PROVIDES FOR A MANAGEMENT FEE OF 15% OF WRITTEN PREMIUMS, PAYABLE MONTHLY AND BROKERAGE COMMISSIONS OF 35%. AS OF DECEMBER 31, 2017, THE TOTAL COMMISSIONS AND MANAGEMENT FEE PAID TO C.A. SHEA & COMPANY, INC. WAS $175,048. PREMIUMS ARE COLLECTED BY C.A. SHEA & COMPANY, INC. AND REMITTED TO THE COMPANY, NET OF ABOVE FEES ON A MONTHLY BASIS. AS OF DECEMBER 31, 2017, THE BALANCE OF MANAGEMENT FEES PAYABLE WAS $9,797 AND THE BALANCE OF NET PREMIUMS DUE WAS $42,453. THIS AMOUNT WAS SETTLED SUBSEQUENT TO YEAR-END IN ACCORDANCE WITH CONTRACTUAL TERMS. FOR THE YEAR ENDED DECEMBER 31, 2017, TOTAL PREMIUM WRITTEN UNDER THIS CONTRACT WAS $396,347.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART IV, COL A, B, C, D, LINE 1:
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0John K. Daily (Director & President), Bruce S. Haskell (Director & Treasurer), and Lee V. Barther (Director & Secretary) are all related by marriage.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has one stockholder, the Sheppard Group, LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The stockholder elects directors in accordance with the by-laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is prepared by an independent public accounting firm and reviewed by the treasurer prior to filing. Also form 990 is made available to Board of Directors and Officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Annually, board members are asked to complete and sign a conflict of interest questionnaire.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Change in Net Unrealized Capital Gains: -18,359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The taxpayer's method of accounting is statutory accounting principles.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE COMMITTEES PROCESS HAS NOT CHANGED FROM THE PREVIOUS TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICERS OF THE ORGANIZATION ARE OFFICERS OF C.A. SHEA & COMPANY, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10THE OFFICERS JOHN K DAILY, BRUCE S. HASKELL AND LEE V BARTHER ARE THE OWNERS OF THE SHEPPARD GROUP LLC, THE PARENT COMPANY, AND C.A.SHEA & COMPANY, INC., THE AFFILIATE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, Line 5, Change in Assets:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XII, Line 1, Accounting Method:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IV, Line 28c:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0135518356
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Insurance Bro
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CA SHEA & COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06 MILL RIDGE LANE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CHESTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd007930
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0200830039
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0Holding Compa
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0THE SHEPPARD GROUP LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt06 MILL RIDGE LANE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0CHESTER
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd007930
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0175048
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CA SHEA & COMPANY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CA SHEA & COMPANY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2CA SHEA & COMPANY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,635,098
Liabilities
$994,682
Net assets
$4,640,416
Revenue
$563,291
Expenses
$333,910
Net income
$229,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.90$1.75$6.15$0.56$0.29$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.63$1.75$5.88$0.58$0.32$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$1.37$5.62$0.54$0.32$0.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.67$1.30$5.37$0.53$0.37$0.16
2019Summary only. Only limited summary data is available for this year.$6.43$1.17$5.26$0.56$0.29$0.26
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.03$1.16$4.87$0.59$0.32$0.27
2017Detailed filing. Detailed filing data is available for this year.$5.64$0.99$4.64$0.56$0.33$0.23
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.90$4.43$0.56$0.30$0.26
2015Detailed filing. Detailed filing data is available for this year.$4.92$0.84$4.08$0.56$0.39$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.69$0.76$3.93$0.57$0.34$0.23
2013Detailed filing. Detailed filing data is available for this year.$4.43$0.75$3.68$0.59$0.33$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.60$3.41$0.35
2011Summary only. Only limited summary data is available for this year.$3.60$0.53$3.08$0.54$0.31$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.35$2.92$0.21
2008Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.20$2.38$0.24