Civic Intelligence

Somerled Charitable Foundation

990PF • Fiscal year 2019 • EIN 20-3771709

Nov 01, 2018 to Oct 31, 2019 • Filed on Sep 11, 2020

Organization Profile
233 Marshall StreetDuxbury, MA 02332

(781) 934-1330

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

44th percentile

0.00x

Higher debt load relative to revenue than 44% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

22nd percentile

-5.2%

Faster asset growth than 22% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-56%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$794,946

Down $43,599 (-5.2%) from 2018

Net Assets

Down

$793,872

Down $43,871 (-5.2%) from 2018

Liabilities

Up

$1,074

Up $272 (+34%) from 2018

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin61st percentile

Revenue

Down

$284,666

Down $357,734 (-56%) from 2018

Expenses

Down

$260,870

Down $30,458 (-10%) from 2018

Net Income

Down

$23,796

Down $327,276 (-93%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.0M$500K$0-$500KAssets 2011: $65,300Liabilities 2011: $50,0002011Assets 2012: $40,845Liabilities 2012: $02012Assets 2013: $6,285Liabilities 2013: $02013Assets 2014: $11,133Liabilities 2014: $0Net Assets 2014: $11,1332014Assets 2015: $184,895Liabilities 2015: $0Net Assets 2015: $184,8952015Assets 2016: $235,215Liabilities 2016: $1,093Net Assets 2016: $234,1222016Assets 2017: $140,732Liabilities 2017: $19,972Net Assets 2017: $120,7602017Assets 2018: $838,545Liabilities 2018: $802Net Assets 2018: $837,7432018Assets 2019: $794,946Liabilities 2019: $1,074Net Assets 2019: $793,8722019Assets 2020: $303,342Liabilities 2020: $1,389Net Assets 2020: $301,9532020Assets 2021: $457,990Liabilities 2021: -$3,717Net Assets 2021: $461,7072021Assets 2022: $305,134Liabilities 2022: -$3,866Net Assets 2022: $309,0002022Assets 2023: $195,098Liabilities 2023: -$1,832Net Assets 2023: $196,9302023Assets 2024: $211,330Liabilities 2024: -$1,158Net Assets 2024: $212,4882024

Highlighted filing

2019

Assets$794,946
Liabilities$1,074
Net Assets$793,872
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $259,940Expenses 2011: $262,954Net Income 2011: -$3,0142011Revenue 2012: $865,264Expenses 2012: $839,719Net Income 2012: $25,5452012Revenue 2013: $122,495Expenses 2013: $157,055Net Income 2013: -$34,5602013Revenue 2014: $93,323Expenses 2014: $88,475Net Income 2014: $4,8482014Revenue 2015: $398,788Expenses 2015: $226,105Net Income 2015: $172,6832015Revenue 2016: $216,739Expenses 2016: $167,512Net Income 2016: $49,2272016Revenue 2017: $297,881Expenses 2017: $343,822Net Income 2017: -$45,9412017Revenue 2018: $642,400Expenses 2018: $291,328Net Income 2018: $351,0722018Revenue 2019: $284,666Expenses 2019: $260,870Net Income 2019: $23,7962019Revenue 2020: $631,403Expenses 2020: $881,290Net Income 2020: -$249,8872020Revenue 2021: $1,232,366Expenses 2021: $351,700Net Income 2021: $880,6662021Revenue 2022: $1,850Expenses 2022: $154,558Net Income 2022: -$152,7082022Revenue 2023: $112,174Expenses 2023: $222,009Net Income 2023: -$109,8352023Revenue 2024: $265,601Expenses 2024: $249,337Net Income 2024: $16,2642024

Highlighted filing

2019

Revenue$284,666
Expenses$260,870
Net Income$23,796
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Sep 11, 2020
Return Version
2018v3.3
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY L MACDONALDTrusteeFT$0--
ROBERT L MACDONALDTrustee-$0--
SARAH MACDONALDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Somerled Charitable Foundation
EIN
20-3771709
In Care Of
% WENDY L MACDONALD
Phone
7819341330
Address
233 MARSHALL STREET, DUXBURY, MA 02332

Signing Officer

Name
Wendy L Macdonald
Title
Trustee
Phone
7819341330
Signed
2020-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Karen a Kowgios CPA
Phone
2127519100
Raw XML Appendix392 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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CashDeemedCharitableExplnStmt/ShortExplanationTxt0Cash deemed held for charitable activities of $580,000: used for development expenses for A MUSICAL BASED ON THE LLOYD ALEXANDER YOUNG ADULT NOVEL "THE REMARKABLE JOURNEY OF PRINCE JEN".
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt077579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt046036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0840418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt011.088998
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0838682
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0260418
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01736
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0840418
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt0580000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt010
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0SALES OF VARIOUS CD'S FOR CULTURAL ENRICHMENT ($208)
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0233 MARSHALL STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DUXBURY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002332
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WENDY L MACDONALD
IRS990PF/StatementsRegardingActyGrp/PhoneNum07819341330
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.SOMERLEDARTS.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SOMERLED IS CONTINUING DEVELOPMENT OF A MUSICAL BASED ON THE LLYOD ALEXANDER YOUNG ADULT NOVEL "THE REMARKABLE JOURNEY OF PRINCE JEN". BOOK & LYRICS BY WADE & MUSIC BY DAVID GREEN
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0SOMERLED COMMISSIONED AND IS DEVELOPING A MUSICAL CALLED "THE MUSEUM OF BROKEN RELATIONSHIPS". BOOK & LYRICS BY DAVID H. BELL, MUSIC & LYRICS BY DANIEL GREEN
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0SOMERLED'S "INCUBATOR" PROGRAM HELD A TABLE READING AS FOLLOWUP TO LAST YEAR'S 29-HOUR READING OF SENZA LUCE, A MUSICAL BY NEIL BARTRAM (MUSIC & LYRICS)& BRIAN HILL (BOOK)
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0141941
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt027764
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt03152
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WENDY L MACDONALD AND ROBERT L MA
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0343605
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01184023
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0840418
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0291252
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0343605
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0840418
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0840418
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01184023
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0343605
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT L AND WENDY L MACDONALD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0233 MARSHALL STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DUXBURY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002332
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0110803
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt096963
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Stock Donation
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-09-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0PETER BREGER, ESQ.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01050
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01050
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REFUNDABLE BOND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt076525
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt076525
OtherDecreasesSchedule/OtherDecreasesDetail/Amt067667
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FAIR MARKET VALUE VS BOOK VALUE - STOCKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PRODUCTION EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7CREATIVES FEES AND PER DIEMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075997
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19524
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt216
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4353
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt512114
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt678312
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt052
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075997
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt152
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt29524
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt316
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5353
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt612114
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt778312
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LINE OF CREDIT
TaxesSchedule/TaxesDetail/Amt09000
TaxesSchedule/TaxesDetail/Amt14683
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt09000
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt14283
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY L MACDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07819341330
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOMERLED CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOME
ReturnHeader/Filer/EIN0203771709
ReturnHeader/Filer/InCareOfNm0% WENDY L MACDONALD
ReturnHeader/Filer/PhoneNum07819341330
ReturnHeader/Filer/USAddress/AddressLine1Txt0233 MARSHALL STREET
ReturnHeader/Filer/USAddress/CityNm0DUXBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002332
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId054BC8602EA626479EB22F9F90D67C84B9890B125
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId054BC8602EA626479EB22F9F90D67C84B9890B125
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId022006220202565000087
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.124.179.67
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN A KOWGIOS CPA
ReturnHeader/ReturnTs02020-09-12T11:24:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$794,946
Liabilities
$1,074
Net assets
$793,872
Revenue
$284,666
Expenses
$260,870
Net income
$23,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.27$0.25$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.11$0.22$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.00$0.15$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.23$0.35$0.88
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.63$0.88$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.28$0.26$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.64$0.29$0.35
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.02$0.12$0.30$0.34$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.23$0.22$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.40$0.23$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.09$0.09$0.00
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.12$0.16$0.03
2012Summary only. Only limited summary data is available for this year.$0.04$0.00$0.87$0.84$0.03
2011Summary only. Only limited summary data is available for this year.$0.07$0.05$0.26$0.26$0.00