Civic Intelligence

Philadelphia Joint Board Welfare Fund

990 • Fiscal year 2017 • EIN 23-1457997

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 06, 2018

Organization ProfileN/A
22 South 22nd StreetPhiladelphia, PA 19103

(215) 751-9770

Siviq Scores

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

Liabilities / Assets

50th percentile

0.01x

Higher debt load relative to assets than 50% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.20x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

11th percentile

-39%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$98,464

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 104.7% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

9.7%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-29%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$2,290,696

Up $203,372 (+9.7%) from 2016

Net Assets

Up

$2,271,759

Up $212,068 (+10%) from 2016

Liabilities

Down

$18,937

Down $8,696 (-31%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin11th percentile

Revenue

Down

$94,048

Down $38,037 (-29%) from 2016

Expenses

Up

$130,592

Up $7,473 (+6.1%) from 2016

Net Income

Down

-$36,544

Down $45,510 (-508%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,441,511Liabilities 2010: $18,235Net Assets 2010: $1,423,2762010Assets 2011: $1,384,280Liabilities 2011: $15,923Net Assets 2011: $1,368,3572011Assets 2012: $1,555,336Liabilities 2012: $22,868Net Assets 2012: $1,532,4682012Assets 2013: $1,784,152Liabilities 2013: $20,654Net Assets 2013: $1,763,4982013Assets 2014: $2,145,041Liabilities 2014: $24,765Net Assets 2014: $2,120,2762014Assets 2015: $1,896,019Liabilities 2015: $19,321Net Assets 2015: $1,876,6982015Assets 2016: $2,087,324Liabilities 2016: $27,633Net Assets 2016: $2,059,6912016Assets 2017: $2,290,696Liabilities 2017: $18,937Net Assets 2017: $2,271,7592017Assets 2018: $2,077,865Liabilities 2018: $12,417Net Assets 2018: $2,065,4482018Assets 2019: $2,448,925Liabilities 2019: $15,570Net Assets 2019: $2,433,3552019Assets 2020: $2,638,740Liabilities 2020: $15,897Net Assets 2020: $2,622,8432020Assets 2021: $2,985,383Liabilities 2021: $23,586Net Assets 2021: $2,961,7972021Assets 2022: $2,257,055Liabilities 2022: $13,911Net Assets 2022: $2,243,1442022Assets 2023: $2,655,853Liabilities 2023: $14,531Net Assets 2023: $2,641,3222023Assets 2024: $2,926,841Liabilities 2024: $17,107Net Assets 2024: $2,909,7342024

Highlighted filing

2017

Assets$2,290,696
Liabilities$18,937
Net Assets$2,271,759
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $40,2592010Expenses 2011: $40,5482011Expenses 2012: $27,3612012Revenue 2013: $114,539Expenses 2013: $34,545Net Income 2013: $79,9942013Revenue 2014: $79,114Expenses 2014: $58,581Net Income 2014: $20,5332014Revenue 2015: $108,344Expenses 2015: $134,447Net Income 2015: -$26,1032015Revenue 2016: $132,085Expenses 2016: $123,119Net Income 2016: $8,9662016Revenue 2017: $94,048Expenses 2017: $130,592Net Income 2017: -$36,5442017Revenue 2018: $113,575Expenses 2018: $138,859Net Income 2018: -$25,2842018Revenue 2019: $145,926Expenses 2019: $132,977Net Income 2019: $12,9492019Revenue 2020: -$152,523Expenses 2020: $109,248Net Income 2020: -$261,7712020Revenue 2021: $138,530Expenses 2021: $123,651Net Income 2021: $14,8792021Revenue 2022: $21,806Expenses 2022: $146,494Net Income 2022: -$124,6882022Revenue 2023: $148,127Expenses 2023: $129,863Net Income 2023: $18,2642023Revenue 2024: $212,481Expenses 2024: $168,520Net Income 2024: $43,9612024

Highlighted filing

2017

Revenue$94,048
Expenses$130,592
Net Income-$36,544
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 6, 2018
Return Version
2017v2.3
Gross Receipts
$586,284
Mission and Program Overview

Mission

The plan provides physical examinations, vision services, dental reimbursements and flu injections for members and provides scholarships for children of all eligible members of workers united locals 119d, 75 (bell sponging) and 148c (accent uniform).

The plan provides physical examinations, vision services, dental reimbursements and flu injections for members and provides scholarships for children of all eligible members of workers united locals 119d, 75 (bell sponging) and 148c (accent uniform). The plan also provides certain legal services to eligible members of the philadelphia joint board, workers united.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,059,691$2,271,759▲ $212,068
Investments in Publicly Traded Securities$1,600,227$1,479,998▼ $120,229
Investments Other Securities$469,989$486,676▲ $16,687
Cash and Non-Interest-Bearing Accounts$12,814$313,849▲ $301,035
Accounts Receivable$4,294$10,173▲ $5,879
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,087,324$2,290,696▲ $203,372
Liabilities
Accounts Payable and Accrued Expenses$17,701$14,201▼ $3,500
Other Liabilities$9,932$4,736▼ $5,196
Total Liabilities$27,633$18,937▼ $8,696
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,059,691$2,271,759▲ $212,068
Total Liabilities and Net Assets / Fund Balance$2,087,324$2,290,696▲ $203,372

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$486,676--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleOtherTotal
Richard MinterUnion Trustee$98,464$98,464
Mildred SaldanaUnion Trustee$88,703$88,703
Lynne P FoxUnion Trustee$16,607$16,607

Board Members and Trustees

NameTitle
Michael HareEmployer Trustee
Richard SeitchikEmployer Trustee
Gina WilsonUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$41,024
Investment Income
$53,004
Other Revenue
$20
Change in Net Assets
$-36,544

Audited Revenue Reconciliation

Revenue per Audited Statements
$76,410
Revenue Not Reported on Financial Statements
$17,638
Revenue Not Reported on Form 990
$248,612
Total Revenue per Audited Statements
$325,022
Total Revenue per Form 990
$94,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,389
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$51,203
Other Expenses---$34,082
Fees for Service Investment Mgmnt Fees---$17,638
Fees for Services Accounting---$12,039
Insurance---$9,745
Office Expenses---$3,683
Fees for Services Legal---$2,202
Total Functional Expenses$0$0$0$130,592

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$130,592
Expenses per Audited Statements$112,954
Total Expenses per Audited Statements$112,954
Expenses Not Reported on Financial Statements$17,638
Expenses Not Reported on Form 990$0
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 Pjb Workers United$3,779
Cash Overdraft$957
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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, Part VI, Section A, Line 8B

“The philadelphia joint board welfare fund has no other committees that act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The philadelphia joint board welfare fund form 990 is forwarded to the trustees for reveiw and signature prior to filing.”

Form 990, Part VI, Section C, Line 19

“The philadelphia joint board welfare fund makes its governing documents and financial statements available to the public upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Michael hare - 1818 chestnut street, philadelphia, pa 19103. Richard seitchik - 10073 sandmeyer lane, philadelphia, pa 19116.”

Filing and Contact Details

Filer

Filer Name
Philadelphia Joint Board Welfare Fund
EIN
23-1457997
Phone
2157519770
Address
22 SOUTH 22ND STREET, PHILADELPHIA, PA 19103

Signing Officer

Name
Mildred Saldana
Title
Trustee
Phone
2157519770
Signed
2018-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mildred Saldana
Formed
1950
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The philadelphia joint board welfare fund board of trustees is responsible for overseeing the financial statement audit and selecting the independent accountant that perfroms the audit”

Financial Statement Notes

PART X, LINE 2:

“Management is required to evaluate tax positions taken by the fund and recognize a tax liability if the fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, tax years will remain open for three years; however, this may differ depending upon the circumstances of the fund.”

Raw XML Appendix367 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0486676
IRS990ScheduleD/TotalExpensesPerForm990Amt0130592
IRS990ScheduleD/TotalLiabilityAmt04736
IRS990ScheduleD/TotalRevenuePerForm990Amt094048
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0325022
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0112954
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PHILADELPHIA JOINT BOARD WELFARE FUND HAS NO OTHER COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PHILADELPHIA JOINT BOARD WELFARE FUND FORM 990 IS FORWARDED TO THE TRUSTEES FOR REVEIW AND SIGNATURE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PHILADELPHIA JOINT BOARD WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MICHAEL HARE - 1818 CHESTNUT STREET, PHILADELPHIA, PA 19103. RICHARD SEITCHIK - 10073 SANDMEYER LANE, PHILADELPHIA, PA 19116.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PHILADELPHIA JOINT BOARD WELFARE FUND BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTING THE INDEPENDENT ACCOUNTANT THAT PERFROMS THE AUDIT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHILADELPHIA JOINT BOARD WORKERS UNITED
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL 274 HEALTH AND WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0230971735
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1231489866
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORGANZIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE HEALTH AND WELLNESS BENEFIT TO MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt022 SOUTH 22ND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt120 BRACE RD SUITE 114
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CHERRY HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019103
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd108034
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02087324
IRS990/TotalAssetsEOYAmt02290696
IRS990/TotalAssetsGrp/BOYAmt02087324
IRS990/TotalAssetsGrp/EOYAmt02290696
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0130592
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027633
IRS990/TotalLiabilitiesEOYAmt018937
IRS990/TotalLiabilitiesGrp/BOYAmt027633
IRS990/TotalLiabilitiesGrp/EOYAmt018937
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02059691
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02271759
IRS990/TotalOtherCompensationAmt054595
IRS990/TotalProgramServiceRevenueAmt041024
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt078380
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015668
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt094048
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02087324
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02290696
IRS990/TotReportableCompRltdOrgAmt0149179
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt022 SOUTH 22ND STREET
IRS990/USAddress/CityNm0PHILADELPHIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019103
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MILDRED SALDANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157519770
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILADELPHIA JOINT BOARD WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0231457997
ReturnHeader/Filer/PhoneNum02157519770
ReturnHeader/Filer/USAddress/AddressLine1Txt022 SOUTH 22ND STREET
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019998950A844A1ED5F18EB360E4E9E4F9906FFA9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.211.205.39
ReturnHeader/FilingSecurityInformation/IPDt02018-10-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:24:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02018-10-06T07:25:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,290,696
Liabilities
$18,937
Net assets
$2,271,759
Revenue
$94,048
Expenses
$130,592
Net income
-$36,544
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.93$0.02$2.91$0.21$0.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.01$2.64$0.15$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.01$2.24$0.02$0.15$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.02$2.96$0.14$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.02$2.62$0.15$0.11$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.02$2.43$0.15$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.07$0.11$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.02$2.27$0.09$0.13$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.03$2.06$0.13$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.02$1.88$0.11$0.13$0.03
2014Summary only. Only limited summary data is available for this year.$2.15$0.02$2.12$0.08$0.06$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.02$1.76$0.11$0.03$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.02$1.53$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.02$1.37$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.02$1.42$0.04