Civic Intelligence

Ancient Accepted Scottish Rite of Free Masonry Nmj

990 • Fiscal year 2016 • EIN 21-0394894

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 13, 2016

Organization ProfileWWW.SCOTTISHRITENMJ.ORG
Valley Of Southern New JerseyW Collingswood, NJ 08107

(856) 854-1991

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.02x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Net Margin

55th percentile

9.1%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

98th percentile

$55,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Asset Growth

16th percentile

-2.9%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

7.6%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$3,412,463

Down $101,928 (-2.9%) from 2015

Net Assets

Down

$3,403,268

Down $103,291 (-2.9%) from 2015

Liabilities

Up

$9,195

Up $1,363 (+17%) from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin55th percentile

Revenue

Up

$440,979

Up $31,152 (+7.6%) from 2015

Expenses

Down

$400,661

Down $30,153 (-7.0%) from 2015

Net Income

Up

$40,318

Up $61,305 (+292%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,421,861Liabilities 2011: $24,980Net Assets 2011: $3,396,8812011Assets 2013: $3,517,007Liabilities 2013: $10,697Net Assets 2013: $3,506,3102013Assets 2014: $3,601,148Liabilities 2014: $9,617Net Assets 2014: $3,591,5312014Assets 2015: $3,514,391Liabilities 2015: $7,832Net Assets 2015: $3,506,5592015Assets 2016: $3,412,463Liabilities 2016: $9,195Net Assets 2016: $3,403,2682016Assets 2017: $3,476,877Liabilities 2017: $61,874Net Assets 2017: $3,415,0032017Assets 2018: $3,448,207Liabilities 2018: $18,768Net Assets 2018: $3,429,4392018Assets 2019: $3,285,544Liabilities 2019: $20,659Net Assets 2019: $3,264,8852019Assets 2020: $3,248,262Liabilities 2020: $25,624Net Assets 2020: $3,222,6382020Assets 2021: $3,782,076Liabilities 2021: $68,895Net Assets 2021: $3,713,1812021Assets 2022: $3,415,896Liabilities 2022: $78,811Net Assets 2022: $3,337,0852022Assets 2023: $3,408,492Liabilities 2023: $99,341Net Assets 2023: $3,309,1512023Assets 2024: $3,545,479Liabilities 2024: $108,549Net Assets 2024: $3,436,9302024

Highlighted filing

2016

Assets$3,412,463
Liabilities$9,195
Net Assets$3,403,268
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $427,8782011Expenses 2013: $401,6962013Revenue 2014: $410,066Expenses 2014: $416,237Net Income 2014: -$6,1712014Revenue 2015: $409,827Expenses 2015: $430,814Net Income 2015: -$20,9872015Revenue 2016: $440,979Expenses 2016: $400,661Net Income 2016: $40,3182016Revenue 2017: $352,411Expenses 2017: $386,540Net Income 2017: -$34,1292017Revenue 2018: $393,545Expenses 2018: $408,368Net Income 2018: -$14,8232018Revenue 2019: $308,184Expenses 2019: $469,241Net Income 2019: -$161,0572019Revenue 2020: $378,088Expenses 2020: $358,080Net Income 2020: $20,0082020Revenue 2021: $557,045Expenses 2021: $285,689Net Income 2021: $271,3562021Revenue 2022: $252,577Expenses 2022: $351,855Net Income 2022: -$99,2782022Revenue 2023: $211,140Expenses 2023: $335,052Net Income 2023: -$123,9122023Revenue 2024: $251,508Expenses 2024: $344,162Net Income 2024: -$92,6542024

Highlighted filing

2016

Revenue$440,979
Expenses$400,661
Net Income$40,318
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 13, 2016
Return Version
2015v2.1
Gross Receipts
$1,110,450
Mission and Program Overview

Mission

Domestic fraternal organization.

Strengthen the masonic way of life by improving the individual character, leadership and spirit of its members through relevent programs. Inspire men to support the principles of freemasonry and promote family and community values. Serve mankind through the impact of extensive charitable outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,747,725$2,666,916▼ $80,809
Land, Buildings, and Equipment, Net$677,013$677,013→ $0
Savings and Temporary Cash Investments$70,227$56,252▼ $13,975
Accounts Receivable$11,041$5,465▼ $5,576
Cash and Non-Interest-Bearing Accounts$3,660$245▼ $3,415
Total Assets$3,514,391$3,412,463▼ $101,928
Other Assets Total$4,725$6,572▲ $1,847
Liabilities
Accounts Payable and Accrued Expenses$1,515$5,515▲ $4,000
Other Liabilities$6,317$3,680▼ $2,637
Total Liabilities$7,832$9,195▲ $1,363
Net Assets / Fund Balance
Unrestricted Net Assets$3,506,559$3,403,268▼ $103,291
Total Net Assets Fund Balance$3,506,559$3,403,268▼ $103,291
Total Liabilities and Net Assets / Fund Balance$3,514,391$3,412,463▼ $101,928

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$621,023--
Equipment$55,990--
Other Securities$457,837--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David J Herman JrSecretaryFT$55,000$55,000
Gene FricksTreasurer-$1,000$1,000

Board Members and Trustees

NameTitle
Patrick C Weisgerber1st Lieut Commander in CHI
Leonard M March2nd Lieut Commander in CHI
Joseph T MezzinaCommander in Chief
Revenue and Support

Revenue Composition

Contributions and Grants
$15,084
Program Service Revenue
$103,559
Investment Income
$289,214
Other Revenue
$33,122
All Other Contributions
$15,084
Change in Net Assets
$40,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,741
Salaries, Compensation, and Employee Benefits$99,890
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$80,825
Current Officers, Directors, Trustees, and Key Employees---$56,000
Other Employee Benefits---$28,949
Insurance---$24,311
Benefits to Members---$20,030
Fees for Service Investment Mgmnt Fees---$14,302
Other Salaries and Wages---$9,900
Fees for Services Accounting---$8,500
Office Expenses---$8,373
Payroll Taxes---$5,041
Other Expenses---$2,770
All Other Expenses---$2,629
Travel---$1,085
Occupancy---$1,039
Advertising---$832
Total Functional Expenses$0$0$0$400,661
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organization$2,517
Deferred Revenue$1,163
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 6

“The organization is comprised of masonic members who share in fraternal activities.”

Form 990, Part VI, Section B, Line 11

“Prior to the filing of the organization's 990, the secretary reviews the 990 for and provides a copy for review to the investment trustees who serve as the organizations financial oversight committee.”

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

“The presiding officers of the excelsior bodies reviews the conflict of interest policy annually at the organization's may meeting.”

Form 990, Part VI, Section B, Line 15

“The presiding officers and the state deputy's representative hold an annual meeting to discuss the secretary and and other key employees salary adjustments.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are available to the members upon request.”

Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite of
EIN
21-0394894
Phone
8568541991
Address
VALLEY OF SOUTHERN NEW JERSEY, W COLLINGSWOOD, NJ 08107
Doing Business As
Valley of Southern New Jersey

Signing Officer

Name
David J Herman Jr
Title
Secretary
Phone
8568541991
Signed
2016-12-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David J Herman Jr
Formed
1883
Legal Domicile
Nj
Voting Board Members
32
Independent Board Members
32
Employees
6
Volunteers
0

Preparer

Firm
Bowman & Company Llp
Address
601 WHITE HORSE ROAD, VOORHEES, NJ 08043-2493
Preparer
James J Miles Jr
Phone
8564356200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“For the fiscal year ending 7/31/16, the organization has not changed its processes for reviewing the annual compilation.”

Financial Statement Notes

PART X, LINE 2:

“Income taxes - the organization is exempt from federal income taxes under section 501(c)(10) of the internal revenue code and accordingly does not record a provision for income taxes on its earnings. The organization regularly reviews and evaluates its tax positions taken in previously filed information returns and as reflected in its financial statements, with regard to issues affecting its tax exempt status, unrelated business income, and related matters. The organization believes that in the event of an examination by taxing authorities, the organization's positions would prevail based upon the technical merits of such positions. Therefore, the organization has concluded that no tax benefits or liabilities are required to be recognized in accordance with relevant accounting literature.”

Raw XML Appendix378 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/ActivityOrMissionDesc0STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS THROUGH RELEVENT PROGRAMS. INSPIRE MEN TO SUPPORT THE PRINCIPLES OF FREEMASONRY AND PROMOTE FAMILY AND COMMUNITY VALUES. SERVE MANKIND THROUGH THE IMPACT OF EXTENSIVE CHARITABLE OUTREACH.
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME TAXES - THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(10) OF THE INTERNAL REVENUE CODE AND ACCORDINGLY DOES NOT RECORD A PROVISION FOR INCOME TAXES ON ITS EARNINGS. THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE ORGANIZATION BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE ORGANIZATION'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITIONS. THEREFORE, THE ORGANIZATION HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH RELEVANT ACCOUNTING LITERATURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0677013
IRS990ScheduleD/TotalBookValueSecuritiesAmt02666916
IRS990ScheduleD/TotalLiabilityAmt03680
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS COMPRISED OF MASONIC MEMBERS WHO SHARE IN FRATERNAL ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO THE FILING OF THE ORGANIZATION'S 990, THE SECRETARY REVIEWS THE 990 FOR AND PROVIDES A COPY FOR REVIEW TO THE INVESTMENT TRUSTEES WHO SERVE AS THE ORGANIZATIONS FINANCIAL OVERSIGHT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDING OFFICERS OF THE EXCELSIOR BODIES REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AT THE ORGANIZATION'S MAY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PRESIDING OFFICERS AND THE STATE DEPUTY'S REPRESENTATIVE HOLD AN ANNUAL MEETING TO DISCUSS THE SECRETARY AND AND OTHER KEY EMPLOYEES SALARY ADJUSTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FOR THE FISCAL YEAR ENDING 7/31/16, THE ORGANIZATION HAS NOT CHANGED ITS PROCESSES FOR REVIEWING THE ANNUAL COMPILATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EXCELSIOR SCOTTISH RITE BODIES CHARITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222917990
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO SUPPORT CHARITABLE EDUCATIONAL AND SCIENTIFIC ACTIVITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PRIVATE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0315 WHITE HORSE PIKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEST COLLINGSWOOD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd008107
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EXCELSIOR SCOTTISH RITE BODIES CHARITY FUND INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CONTRIBUTIONS TO EXCELSIOR SCOTTISH RITE BODIES CHARITY FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03514391
IRS990/TotalAssetsEOYAmt03412463
IRS990/TotalAssetsGrp/BOYAmt03514391
IRS990/TotalAssetsGrp/EOYAmt03412463
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt015084
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/TotalAmt0400661
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07832
IRS990/TotalLiabilitiesEOYAmt09195
IRS990/TotalLiabilitiesGrp/BOYAmt07832
IRS990/TotalLiabilitiesGrp/EOYAmt09195
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03506559
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03403268
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0103559
IRS990/TotalReportableCompFromOrgAmt056000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0425895
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0440979
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03514391
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03412463
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd00
IRS990/TravelGrp/TotalAmt01085
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03506559
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03403268
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0315 WHITE HORSE PIKE
IRS990/USAddress/CityNm0WEST COLLINGSWOOD
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008107
IRS990/VotingMembersGoverningBodyCnt032
IRS990/VotingMembersIndependentCnt032
IRS990/WebsiteAddressTxt0WWW.SCOTTISHRITENMJ.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID J HERMAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08568541991
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRY NJ
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0210394894
ReturnHeader/Filer/PhoneNum08568541991
ReturnHeader/Filer/USAddress/AddressLine1Txt0VALLEY OF SOUTHERN NEW JERSEY
ReturnHeader/Filer/USAddress/CityNm0W COLLINGSWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0210658561
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 WHITE HORSE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VOORHEES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0080432493
ReturnHeader/PreparerPersonGrp/PhoneNum08564356200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J MILES JR
ReturnHeader/ReturnTs02016-12-15T14:46:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,412,463
Liabilities
$9,195
Net assets
$3,403,268
Revenue
$440,979
Expenses
$400,661
Net income
$40,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.11$3.44$0.25$0.34$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.10$3.31$0.21$0.34$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.08$3.34$0.25$0.35$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.07$3.71$0.56$0.29$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.03$3.22$0.38$0.36$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.02$3.26$0.31$0.47$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.02$3.43$0.39$0.41$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.06$3.42$0.35$0.39$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.41$0.01$3.40$0.44$0.40$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.01$3.51$0.41$0.43$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.01$3.59$0.41$0.42$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.01$3.51$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.02$3.40$0.43