Civic Intelligence

Academy at Minds in Motion

990 • Fiscal year 2019 • EIN 20-3713678

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 15, 2020

11 Sycamore Creek DriveSpringboro, OH 45066

(937) 748-1991

Siviq Scores

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

Liabilities / Assets

66th percentile

0.21x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.24x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$64,392

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

54th percentile

4.4%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

5.9%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,166,660

Up $91,550 (+4.4%) from 2018

Net Assets

Up

$1,708,301

Up $129,982 (+8.2%) from 2018

Liabilities

Down

$458,359

Down $38,432 (-7.7%) from 2018

Revenue

Up

$1,941,758

Up $108,698 (+5.9%) from 2018

Expenses

Up

$1,801,042

Up $91,290 (+5.3%) from 2018

Net Income

Up

$140,716

Up $17,408 (+14%) from 2018

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 2010: $518,267Liabilities 2010: $17,923Net Assets 2010: $500,3442010Assets 2011: $729,446Liabilities 2011: $2,552Net Assets 2011: $726,8942011Assets 2012: $1,228,763Liabilities 2012: $256,033Net Assets 2012: $972,7302012Assets 2013: $1,705,440Liabilities 2013: $575,957Net Assets 2013: $1,129,4832013Assets 2014: $1,729,313Liabilities 2014: $564,062Net Assets 2014: $1,165,2512014Assets 2015: $1,835,819Liabilities 2015: $568,107Net Assets 2015: $1,267,7122015Assets 2016: $1,864,755Liabilities 2016: $564,878Net Assets 2016: $1,299,8772016Assets 2017: $2,029,125Liabilities 2017: $574,114Net Assets 2017: $1,455,0112017Assets 2018: $2,075,110Liabilities 2018: $496,791Net Assets 2018: $1,578,3192018Assets 2019: $2,166,660Liabilities 2019: $458,359Net Assets 2019: $1,708,3012019Assets 2020: $2,551,684Liabilities 2020: $743,675Net Assets 2020: $1,808,0092020Assets 2021: $2,639,466Liabilities 2021: $431,739Net Assets 2021: $2,207,7272021Assets 2022: $2,143,252Liabilities 2022: $401Net Assets 2022: $2,142,8512022Assets 2023: $2,086,731Liabilities 2023: $17,219Net Assets 2023: $2,069,5122023Assets 2024: $2,069,034Liabilities 2024: $10,268Net Assets 2024: $2,058,7662024

Highlighted filing

2019

Assets$2,166,660
Liabilities$458,359
Net Assets$1,708,301

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $480,0692010Expenses 2011: $532,7522011Revenue 2012: $804,403Expenses 2012: $561,567Net Income 2012: $242,8362012Revenue 2013: $919,067Expenses 2013: $762,314Net Income 2013: $156,7532013Revenue 2014: $992,283Expenses 2014: $956,515Net Income 2014: $35,7682014Revenue 2015: $1,052,918Expenses 2015: $950,457Net Income 2015: $102,4612015Revenue 2016: $1,067,274Expenses 2016: $1,035,109Net Income 2016: $32,1652016Revenue 2017: $1,403,812Expenses 2017: $1,248,678Net Income 2017: $155,1342017Revenue 2018: $1,833,060Expenses 2018: $1,709,752Net Income 2018: $123,3082018Revenue 2019: $1,941,758Expenses 2019: $1,801,042Net Income 2019: $140,7162019Revenue 2020: $1,848,865Expenses 2020: $1,749,157Net Income 2020: $99,7082020Revenue 2021: $2,252,034Expenses 2021: $1,852,316Net Income 2021: $399,7182021Revenue 2022: $2,392,078Expenses 2022: $2,319,915Net Income 2022: $72,1632022Revenue 2023: $2,614,337Expenses 2023: $2,681,427Net Income 2023: -$67,0902023Revenue 2024: $2,620,697Expenses 2024: $2,631,443Net Income 2024: -$10,7462024

Highlighted filing

2019

Revenue$1,941,758
Expenses$1,801,042
Net Income$140,716
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 15, 2020
Return Version
2019v5.0
Gross Receipts
$2,045,453
Mission and Program Overview

Mission

The planned activities for the academy at minds in motion are educational.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,690,158$1,780,822▲ $90,664
Investments in Publicly Traded Securities$278,427$234,382▼ $44,045
Cash and Non-Interest-Bearing Accounts$106,426$100,157▼ $6,269
Intangible Assets-$33,913-
Other Notes and Loans Receivable, Net-$9,000-
Prepaid Expenses and Deferred Charges$99$8,386▲ $8,287
Total Assets$2,075,110$2,166,660▲ $91,550
Liabilities
Mortgage Notes Payable Secured by Investment Property$475,270$450,253▼ $25,017
Other Liabilities$21,521$8,106▼ $13,415
Total Liabilities$496,791$458,359▼ $38,432
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,578,319$1,708,301▲ $129,982
Total Net Assets Fund Balance$1,578,319$1,708,301▲ $129,982
Total Liabilities and Net Assets / Fund Balance$2,075,110$2,166,660▲ $91,550

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,746,489$268,016$2,014,505
Equipment$21,772$59,475$81,247
Other Land Buildings$12,561$35,696$48,257
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gina PangalanganPresidentFT$64,392$64,392

Board Members and Trustees

NameTitle
Tim GrimesSecretary
Jack GroteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,838,040
Investment Income
$5,950
Other Revenue
$97,768
Change in Net Assets
$140,716
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,103,321
Other Expenses$697,721
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$943,867--$943,867
Occupancy$235,776--$235,776
Fees for Services Other$73,835$11,463-$85,298
Payroll Taxes$79,426--$79,426
Depreciation Depletion$72,937--$72,937
Office Expenses$60,537$4,675-$65,212
Current Officers, Directors, Trustees, and Key Employees-$64,392-$64,392
All Other Expenses$12,430$36,903-$49,333
Other Expenses$23,613$26,655-$23,613
Interest-$21,562-$21,562
Other Employee Benefits$15,636--$15,636
Insurance-$13,095-$13,095
Fees for Services Accounting-$7,646-$7,646
Advertising$6,777--$6,777
Fees for Services Legal-$4,673-$4,673
Conferences and Meetings-$2,906-$2,906
Information Technology$450--$450
Total Functional Expenses$1,560,432$240,610$0$1,801,042
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$98,340
Fundraising Direct Expenses$52,033
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$98,340$98,340$39,024$59,316
Total Events$98,340$98,340$52,033$46,307
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Academy Properties LLCRelated OwnerRent for FacilitiesNo$129,000
741 Church LtdRelated OwnerRent for FacilitiesNo$64,464
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Chase Visa$8,106
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 18

No documents are available to the public

Form 990, Page 6, Part VI, Line 19

No documents are available to the public.

Filing and Contact Details

Filer

Filer Name
Academy at Minds in Motion
EIN
20-3713678
Phone
9377481991
Address
11 SYCAMORE CREEK DRIVE, SPRINGBORO, OH 45066

Signing Officer

Name
Gina Pangalangan
Title
President
Phone
9377481991
Signed
2020-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gina Pangalangan
Formed
2006
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
55

Preparer

Firm
Dean Whitaker & Co Inc
Address
7596 TYLERS PLACE BLVD, WEST CHESTER, OH 45069
Preparer
Dean Whitaker
Phone
5134929016
Supplemental Narrative

Additional Explanations

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

The planned activites for the academy at minds in motion are educational. Specifically, this organization will function as a primary school serving grades k thru 12. The academy will have a regulary scheduled curriculum, a regular facility, and a regularly enrolled student body in attendance at a place where the educational activities are regularly carried on. Additionally, this organization will receive, hold and apply funds, gifts and bequests for the maintenance and operation of the school, and to do any further acts to implement its stated mission as a school.

Form 990, Part XI, Line 9

Non deductible expenses -10,734

Raw XML AppendixShowing 400 of 408 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/PYOtherExpensesAmt0713728
IRS990/PYOtherRevenueAmt0224084
IRS990/PYProgramServiceRevenueAmt01602180
IRS990/PYRevenuesLessExpensesAmt0123308
IRS990/PYSalariesCompEmpBnftPaidAmt0996024
IRS990/PYTotalExpensesAmt01709752
IRS990/PYTotalRevenueAmt01833060
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0140716
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt045012
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt021772
IRS990ScheduleD/EquipmentGrp/DepreciationAmt059475
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt081247
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01746489
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0268016
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02014505
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012561
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt035696
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt048257
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08106
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHASE VISA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01780822
IRS990ScheduleD/TotalLiabilityAmt08106
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt03962
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt03962
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt052033
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0226
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt098340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt098340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt098340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt098340
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046307
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039024
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt039024
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08421
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08421
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1ACADEMY PROPERTIES LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0RELATED OWNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1RELATED OWNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt064464
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1129000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT FOR FACILITIES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1RENT FOR FACILITIES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLANNED ACTIVITES FOR THE ACADEMY AT MINDS IN MOTION ARE EDUCATIONAL. SPECIFICALLY, THIS ORGANIZATION WILL FUNCTION AS A PRIMARY SCHOOL SERVING GRADES K THRU 12. THE ACADEMY WILL HAVE A REGULARY SCHEDULED CURRICULUM, A REGULAR FACILITY, AND A REGULARLY ENROLLED STUDENT BODY IN ATTENDANCE AT A PLACE WHERE THE EDUCATIONAL ACTIVITIES ARE REGULARLY CARRIED ON. ADDITIONALLY, THIS ORGANIZATION WILL RECEIVE, HOLD AND APPLY FUNDS, GIFTS AND BEQUESTS FOR THE MAINTENANCE AND OPERATION OF THE SCHOOL, AND TO DO ANY FURTHER ACTS TO IMPLEMENT ITS STATED MISSION AS A SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NON DEDUCTIBLE EXPENSES -10,734
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02166660
IRS990/TotalAssetsGrp/BOYAmt02075110
IRS990/TotalAssetsGrp/EOYAmt02166660
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IRS990/TotalEmployeeCnt055
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0240610
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01560432
IRS990/TotalFunctionalExpensesGrp/TotalAmt01801042
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0496791
IRS990/TotalLiabilitiesEOYAmt0458359
IRS990/TotalLiabilitiesGrp/BOYAmt0496791
IRS990/TotalLiabilitiesGrp/EOYAmt0458359
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01578319
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01708301
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt02420
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt02420
IRS990/TotalProgramServiceExpensesAmt01560432
IRS990/TotalProgramServiceRevenueAmt01838040
IRS990/TotalReportableCompFromOrgAmt064392
IRS990/TotalRevenueGrp/ExclusionAmt046307
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01941758
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02075110
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02166660
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt011 SYCAMORE CREEK DRIVE
IRS990/USAddress/CityNm0SPRINGBORO
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045066
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.MINDSINMOTIONSCHOOL.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA PANGALANGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09377481991
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACADEMY AT MINDS IN MOTION
ReturnHeader/Filer/BusinessNameControlTxt0ACAD
ReturnHeader/Filer/EIN0203713678
ReturnHeader/Filer/PhoneNum09377481991
ReturnHeader/Filer/USAddress/AddressLine1Txt011 SYCAMORE CREEK DRIVE
ReturnHeader/Filer/USAddress/CityNm0SPRINGBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045066
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F4DB8EB15CD4E0C65A59DC76E68FEE64C6C8253
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AE2CE24C839A3E144945328209AA4B985BD3F2D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.103.9.122
ReturnHeader/FilingSecurityInformation/IPDt02020-09-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:24:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311626386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEAN WHITAKER & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07596 TYLERS PLACE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST CHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045069

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.01$2.06$2.62$2.63$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.02$2.07$2.61$2.68$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$2.39$2.32$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.43$2.21$2.25$1.85$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.74$1.81$1.85$1.75$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.46$1.71$1.94$1.80$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.50$1.58$1.83$1.71$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.57$1.46$1.40$1.25$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.56$1.30$1.07$1.04$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.57$1.27$1.05$0.95$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.56$1.17$0.99$0.96$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.71$0.58$1.13$0.92$0.76$0.16
2012Summary only. Only limited summary data is available for this year.$1.23$0.26$0.97$0.80$0.56$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.02$0.50$0.48