Civic Intelligence

Pa Lawyers Fund for Client Security

990 • Fiscal year 2020 • EIN 22-2436398

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 01, 2020

PO Box 62585Harrisburg, PA 17106-2585

(717) 231-9510

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Net Margin

87th percentile

59%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$170,500

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Asset Growth

84th percentile

36%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$13,221,262

Up $3,502,047 (+36%) from 2019

Net Assets

Up

$13,220,413

Up $3,502,028 (+36%) from 2019

Liabilities

Up

$849

Up $19 (+2.3%) from 2019

Revenue

Up

$5,565,162

Up $1,471,684 (+36%) from 2019

Expenses

Down

$2,290,142

Down $2,299,983 (-50%) from 2019

Net Income

Up

$3,275,020

Up $3,771,667 (+759%) from 2019

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $11,140,226Liabilities 2011: $62Net Assets 2011: $11,140,1642011Assets 2012: $10,037,305Liabilities 2012: $886Net Assets 2012: $10,036,4192012Assets 2013: $11,542,832Liabilities 2013: $3,260Net Assets 2013: $11,539,5722013Assets 2014: $10,830,737Liabilities 2014: $3,350Net Assets 2014: $10,827,3872014Assets 2015: $10,905,505Liabilities 2015: $3,560Net Assets 2015: $10,901,9452015Assets 2016: $8,612,614Liabilities 2016: $1,110Net Assets 2016: $8,611,5042016Assets 2017: $10,832,924Liabilities 2017: $889Net Assets 2017: $10,832,0352017Assets 2018: $9,891,055Liabilities 2018: $909Net Assets 2018: $9,890,1462018Assets 2019: $9,719,215Liabilities 2019: $830Net Assets 2019: $9,718,3852019Assets 2020: $13,221,262Liabilities 2020: $849Net Assets 2020: $13,220,4132020Assets 2021: $17,924,755Liabilities 2021: $866Net Assets 2021: $17,923,8892021Assets 2022: $17,584,867Liabilities 2022: $3,298,830Net Assets 2022: $14,286,0372022Assets 2023: $20,253,703Liabilities 2023: $2,780,023Net Assets 2023: $17,473,6802023

Highlighted filing

2020

Assets$13,221,262
Liabilities$849
Net Assets$13,220,413

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,109,6412011Expenses 2012: $3,395,4852012Expenses 2013: $2,651,7142013Revenue 2014: $3,427,809Expenses 2014: $4,696,422Net Income 2014: -$1,268,6132014Revenue 2015: $3,485,067Expenses 2015: $3,282,521Net Income 2015: $202,5462015Revenue 2016: $3,849,280Expenses 2016: $5,255,719Net Income 2016: -$1,406,4392016Revenue 2017: $6,239,748Expenses 2017: $3,995,525Net Income 2017: $2,244,2232017Revenue 2018: $5,443,070Expenses 2018: $6,608,235Net Income 2018: -$1,165,1652018Revenue 2019: $4,093,478Expenses 2019: $4,590,125Net Income 2019: -$496,6472019Revenue 2020: $5,565,162Expenses 2020: $2,290,142Net Income 2020: $3,275,0202020Revenue 2021: $4,283,702Expenses 2021: $1,435,892Net Income 2021: $2,847,8102021Revenue 2022: $3,443,010Expenses 2022: $2,478,928Net Income 2022: $964,0822022Revenue 2023: $4,246,059Expenses 2023: $1,527,300Net Income 2023: $2,718,7592023

Highlighted filing

2020

Revenue$5,565,162
Expenses$2,290,142
Net Income$3,275,020
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 1, 2020
Return Version
2019v5.0
Gross Receipts
$5,565,162
Mission and Program Overview

Mission

The organization was established by the supreme court of pennsylvania to reimburse clients who have suffered a loss of money or other property as a result of the dishonest conduct of pennsylvania attorneys. The fund is a remedy for clients who are unable to obtain reimbursement from other sources, such as third parties or the attorney involved.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,718,385$13,220,413▲ $3,502,028
Investments in Publicly Traded Securities$6,055,965$8,283,987▲ $2,228,022
Savings and Temporary Cash Investments$3,545,722$4,807,319▲ $1,261,597
Cash and Non-Interest-Bearing Accounts$117,528$129,956▲ $12,428
Total Assets$9,719,215$13,221,262▲ $3,502,047
Liabilities
Other Liabilities$830$849▲ $19
Total Liabilities$830$849▲ $19
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,718,385$13,220,413▲ $3,502,028
Total Liabilities and Net Assets / Fund Balance$9,719,215$13,221,262▲ $3,502,047
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn Peifer Morgan EsquireExec DirectoFT$155,000$15,500$170,500
Kathryn Peifer Morgan EsquireExec Director-$155,000$15,500$170,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,511,857
Investment Income
$53,305
Other Revenue
$0
Change in Net Assets
$3,275,020

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,565,162
Total Revenue per Audited Statements
$5,565,162
Total Revenue per Form 990
$5,565,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,056,753
Salaries, Compensation, and Employee Benefits$233,389
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$170,500-$170,500
Fees for Services Legal-$78,905-$78,905
Office Expenses-$51,375-$51,375
Other Salaries and Wages-$43,000-$43,000
Fees for Service Investment Mgmnt Fees-$37,940-$37,940
Occupancy-$34,141-$34,141
Conferences and Meetings-$17,447-$17,447
Payroll Taxes-$14,243-$14,243
Fees for Services Accounting-$8,956-$8,956
Fees for Services Other-$5,193-$5,193
Pension Plan Contributions-$4,300-$4,300
Other Expenses$367,304$3,923-$3,923
Travel-$3,333-$3,333
All Other Expenses-$1,798-$1,798
Insurance-$1,348-$1,348
Other Employee Benefits-$1,346-$1,346
Total Functional Expenses$1,808,031$482,111$0$2,290,142

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,290,142
Total Expenses per Audited Statements$2,290,142
Total Expenses per Form 990$2,290,142
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
Local Payroll Tax$516
State Payroll Tax$234
Lst Tax$72
Accrued Unemployment Taxes-state$27
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 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

The pa supreme court is the governing body of the organiation.

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

The board reads a copy of the form. If they notice a discrepency, the board addresses it with the preparer for clarification or correction as necessary.

Form 990, Page 6, Part VI, Line 12C

When the organization receives a claim involving a board member, those claims automatically go directly to the court. Those claims are not handled by the organization.

Form 990, Page 6, Part VI, Line 15A

The board has inquired similar organizations in other states about the compensation of their executive directors. The board reviews and approves the executive director's pay during a board meeting which is documented in the minutes. The board chair communicates the compensation directly to the organization's accountants.

Form 990, Page 6, Part VI, Line 15B

No other officers or key employees.

Form 990, Page 6, Part VI, Line 19

Financial statements are available on the organization's website. Other information is available upon request.

Filing and Contact Details

Filer

Filer Name
Pa Lawyers Fund for Client Security
EIN
22-2436398
Phone
7172319510
Address
PO BOX 62585, HARRISBURG, PA 17106-2585

Signing Officer

Name
Kathryn Peifer Morgan Esquire
Title
Exec Director
Phone
7172319510
Signed
2020-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Peifer Morgan Esquire
Formed
1982
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
2

Preparer

Firm
Gift Cpas
Address
1205 MANOR DRIVE SUITE 100, MECHANICSBURG, PA 17055
Preparer
Chad Schweighart CPA
Phone
7177663555
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization was established by the supreme court of pennsylvania to reimburse clients who have suffered a loss of money or other property as a result of the dishonest conduct of pennsylvania attorneys. The fund is a remedy for clients who are unable to obtain reimbursement from other sources, such as third parties or the attorney involved.

Form 990, Part XI

Unrealized gain/loss on investments is 227,008.

Raw XML Appendix380 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/Form990PartVIISectionAGrp/TitleTxt2CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05511857
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09718385
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013220413
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03545722
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04807319
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt02290142
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0516
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1234
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt272
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt327
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOCAL PAYROLL TAX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1STATE PAYROLL TAX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LST TAX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED UNEMPLOYMENT TAXES-STATE
IRS990ScheduleD/RevenueSubtotalAmt05565162
IRS990ScheduleD/TotalExpensesPerForm990Amt02290142
IRS990ScheduleD/TotalLiabilityAmt0849
IRS990ScheduleD/TotalRevenuePerForm990Amt05565162
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05565162
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02290142
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0155000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt015500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KATHRYN PEIFER MORGAN ESQUIRE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXEC DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0170500
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WAS ESTABLISHED BY THE SUPREME COURT OF PENNSYLVANIA TO REIMBURSE CLIENTS WHO HAVE SUFFERED A LOSS OF MONEY OR OTHER PROPERTY AS A RESULT OF THE DISHONEST CONDUCT OF PENNSYLVANIA ATTORNEYS. THE FUND IS A REMEDY FOR CLIENTS WHO ARE UNABLE TO OBTAIN REIMBURSEMENT FROM OTHER SOURCES, SUCH AS THIRD PARTIES OR THE ATTORNEY INVOLVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PA SUPREME COURT IS THE GOVERNING BODY OF THE ORGANIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD READS A COPY OF THE FORM. IF THEY NOTICE A DISCREPENCY, THE BOARD ADDRESSES IT WITH THE PREPARER FOR CLARIFICATION OR CORRECTION AS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHEN THE ORGANIZATION RECEIVES A CLAIM INVOLVING A BOARD MEMBER, THOSE CLAIMS AUTOMATICALLY GO DIRECTLY TO THE COURT. THOSE CLAIMS ARE NOT HANDLED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD HAS INQUIRED SIMILAR ORGANIZATIONS IN OTHER STATES ABOUT THE COMPENSATION OF THEIR EXECUTIVE DIRECTORS. THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S PAY DURING A BOARD MEETING WHICH IS DOCUMENTED IN THE MINUTES. THE BOARD CHAIR COMMUNICATES THE COMPENSATION DIRECTLY TO THE ORGANIZATION'S ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO OTHER OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. OTHER INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNREALIZED GAIN/LOSS ON INVESTMENTS IS 227,008.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09719215
IRS990/TotalAssetsEOYAmt013221262
IRS990/TotalAssetsGrp/BOYAmt09719215
IRS990/TotalAssetsGrp/EOYAmt013221262
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0482111
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01808031
IRS990/TotalFunctionalExpensesGrp/TotalAmt02290142
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0830
IRS990/TotalLiabilitiesEOYAmt0849
IRS990/TotalLiabilitiesGrp/BOYAmt0830
IRS990/TotalLiabilitiesGrp/EOYAmt0849
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09718385
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013220413
IRS990/TotalOtherCompensationAmt015500
IRS990/TotalProgramServiceExpensesAmt01808031
IRS990/TotalProgramServiceRevenueAmt05511857
IRS990/TotalReportableCompFromOrgAmt0155000
IRS990/TotalRevenueGrp/ExclusionAmt053303
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05511859
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05565162
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09719215
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013221262
IRS990/TravelGrp/ManagementAndGeneralAmt03333
IRS990/TravelGrp/TotalAmt03333
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 62585
IRS990/USAddress/CityNm0HARRISBURG
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0171062585
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.PALAWFUND.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN PEIFER MORGAN ESQUIRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07172319510
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PA LAWYERS FUND FOR CLIENT SECURITY
ReturnHeader/Filer/BusinessNameControlTxt0PALA
ReturnHeader/Filer/EIN0222436398
ReturnHeader/Filer/PhoneNum07172319510
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 62585
ReturnHeader/Filer/USAddress/CityNm0HARRISBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0171062585
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId085034B751266E6D1F0D1F8EBA538004EBAF743A7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07D074D886196E87CAAA69002A45AC3DF9C82DB9C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.73.16.40
ReturnHeader/FilingSecurityInformation/IPDt02020-12-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:52:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260006710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GIFT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01205 MANOR DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MECHANICSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017055
ReturnHeader/PreparerPersonGrp/PhoneNum07177663555
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHAD SCHWEIGHART CPA
ReturnHeader/ReturnTs02020-12-22T12:52:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$2.78$17.5$4.25$1.53$2.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$3.30$14.3$3.44$2.48$0.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.00$17.9$4.28$1.44$2.85
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$5.57$2.29$3.28
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.72$0.00$9.72$4.09$4.59$0.50
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.89$0.00$9.89$5.44$6.61$1.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.00$10.8$6.24$4.00$2.24
2016Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$3.85$5.26$1.41
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$3.49$3.28$0.20
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$3.43$4.70$1.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.00$11.5$2.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.00$10.0$3.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.00$11.1$3.11