Civic Intelligence

Bernard E & Edith B Waterman Charitable Foundation

990PF • Fiscal year 2015 • EIN 22-3088264

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 28, 2016

Organization Profile
PO Box 7578Fort Myers, FL 33911-7578

(239) 939-2020

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

5th percentile

-95%

Higher net margin than 5% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

2nd percentile

-26%

Faster asset growth than 2% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-49%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$17,027,832

Down $5,950,348 (-26%) from 2014

Net Assets

$16,892,825

No earlier filing loaded for comparison.

Liabilities

Down

$135,007

Down $5,725 (-4.1%) from 2014

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin5th percentile

Revenue

Down

$6,270,170

Down $6,046,580 (-49%) from 2014

Expenses

Up

$12,214,793

Up $12,210,475 (+282781%) from 2014

Net Income

Down

-$5,944,623

Down $18,257,055 (-148%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$40M$30M$20M$10M$0Assets 2012: $8,439,200Liabilities 2012: $02012Assets 2013: $10,525,016Liabilities 2013: $02013Assets 2014: $22,978,180Liabilities 2014: $140,7322014Assets 2015: $17,027,832Liabilities 2015: $135,007Net Assets 2015: $16,892,8252015Assets 2016: $19,153,049Liabilities 2016: $114,883Net Assets 2016: $19,038,1662016Assets 2017: $23,563,644Liabilities 2017: $171,869Net Assets 2017: $23,391,7752017Assets 2018: $28,435,493Liabilities 2018: $187,745Net Assets 2018: $28,247,7482018Assets 2019: $29,298,690Liabilities 2019: $118,196Net Assets 2019: $29,180,4942019Assets 2020: $30,268,342Liabilities 2020: $118,837Net Assets 2020: $30,149,5052020Assets 2021: $30,531,235Liabilities 2021: $44,717Net Assets 2021: $30,486,5182021Assets 2022: $29,120,484Liabilities 2022: $42,470Net Assets 2022: $29,078,0142022Assets 2023: $28,173,488Liabilities 2023: $134,808Net Assets 2023: $28,038,6802023Assets 2024: $27,817,527Liabilities 2024: $68,122Net Assets 2024: $27,749,4052024Assets 2025: $28,533,240Liabilities 2025: $90,478Net Assets 2025: $28,442,7622025

Highlighted filing

2015

Assets$17,027,832
Liabilities$135,007
Net Assets$16,892,825
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2012: $2,795,543Expenses 2012: $120,595Net Income 2012: $2,674,9482012Revenue 2013: $2,166,683Expenses 2013: $113,389Net Income 2013: $2,053,2942013Revenue 2014: $12,316,750Expenses 2014: $4,318Net Income 2014: $12,312,4322014Revenue 2015: $6,270,170Expenses 2015: $12,214,793Net Income 2015: -$5,944,6232015Revenue 2016: $2,153,906Expenses 2016: $8,565Net Income 2016: $2,145,3412016Revenue 2017: $4,363,451Expenses 2017: $9,842Net Income 2017: $4,353,6092017Revenue 2018: $4,858,312Expenses 2018: $2,339Net Income 2018: $4,855,9732018Revenue 2019: $941,293Expenses 2019: $8,547Net Income 2019: $932,7462019Revenue 2020: $986,667Expenses 2020: $17,656Net Income 2020: $969,0112020Revenue 2021: $361,491Expenses 2021: $24,478Net Income 2021: $337,0132021Revenue 2022: $172,392Expenses 2022: $1,580,896Net Income 2022: -$1,408,5042022Revenue 2023: $530,733Expenses 2023: $1,570,067Net Income 2023: -$1,039,3342023Revenue 2024: $1,120,233Expenses 2024: $1,409,508Net Income 2024: -$289,2752024Revenue 2025: $2,151,404Expenses 2025: $1,458,047Net Income 2025: $693,3572025

Highlighted filing

2015

Revenue$6,270,170
Expenses$12,214,793
Net Income-$5,944,623
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 28, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNARD E WATERMANTrustee-$0--
EDITH B WATERMANTrustee-$0--
ARTHUR H MILLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bernard E & Edith B Waterman
EIN
22-3088264
Phone
2399392020
Address
PO BOX 7578, FORT MYERS, FL 33911-7578

Signing Officer

Name
Bernard E Waterman
Title
Trustee
Phone
2399392020
Signed
2016-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
6810 INTERNATIONAL CENTER BLVD, FORT MYERS, FL 33912
Preparer
Clinton Freeman
Phone
2392269900
Raw XML AppendixShowing 400 of 405 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0180530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0111600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0117000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0111000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.010734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.011049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.017123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.024110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.001386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt016459296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt022186290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010100891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06833109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04603941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03151847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012200650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.053668
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012196794
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012200650
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03856
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012200650
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BERNARD E WATERMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03719 CENTRAL AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT MYERS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033901
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02399392020
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BERNARD E WATERMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1EDITH B WATERMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012197300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CANCER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OSTERVILLE UMC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 FIRST STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt157 POND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OSTERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102655
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012198800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0819109
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0819109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011381541
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011381541
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012200650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011381541
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011381541
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BERNARD E WATERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1EDITH B WATERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2WATERMAN BROADCASTING
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03719 CENTRAL AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13719 CENTRAL AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt23719 CENTRAL AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FORT MYERS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1FORT MYERS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2FORT MYERS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033900
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd133900
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd233900
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03541819
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1293323
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt22000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0130
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt012293
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt012293
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNARD E WATERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02399392020
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD E & EDITH B WATERMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0223088264
ReturnHeader/Filer/PhoneNum02399392020
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7578
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0339117578
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06810 INTERNATIONAL CENTER BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033912
ReturnHeader/PreparerPersonGrp/PhoneNum02392269900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLINTON FREEMAN

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,027,832
Liabilities
$135,007
Net assets
$16,892,825
Revenue
$6,270,170
Expenses
$12,214,793
Net income
-$5,944,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.5$0.09$28.4$2.15$1.46$0.69
2024Detailed filing. Detailed filing data is available for this year.$27.8$0.07$27.7$1.12$1.41$0.29
2023Detailed filing. Detailed filing data is available for this year.$28.2$0.13$28.0$0.53$1.57$1.04
2022Detailed filing. Detailed filing data is available for this year.$29.1$0.04$29.1$0.17$1.58$1.41
2021Detailed filing. Detailed filing data is available for this year.$30.5$0.04$30.5$0.36$0.02$0.34
2020Detailed filing. Detailed filing data is available for this year.$30.3$0.12$30.1$0.99$0.02$0.97
2019Detailed filing. Detailed filing data is available for this year.$29.3$0.12$29.2$0.94$0.01$0.93
2018Detailed filing. Detailed filing data is available for this year.$28.4$0.19$28.2$4.86$0.00$4.86
2017Detailed filing. Detailed filing data is available for this year.$23.6$0.17$23.4$4.36$0.01$4.35
2016Detailed filing. Detailed filing data is available for this year.$19.2$0.11$19.0$2.15$0.01$2.15
2015Detailed filing. Detailed filing data is available for this year.$17.0$0.14$16.9$6.27$12.2$5.94
2014Summary only. Only limited summary data is available for this year.$23.0$0.14$12.3$0.00$12.3
2013Summary only. Only limited summary data is available for this year.$10.5$0.00$2.17$0.11$2.05
2012Summary only. Only limited summary data is available for this year.$8.44$0.00$2.80$0.12$2.67