Civic Intelligence

Intervention Associates

990EZ • Fiscal year 2023 • EIN 23-3035014

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 21, 2024

460 Norristown Road 300Blue Bell, PA 19422

(610) 254-9001

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $9,872 (-100%) from 2022

Net Assets

Up

$0

Up $6,559 (+100%) from 2022

Liabilities

Down

$0

Down $16,431 (-100%) from 2022

Revenue

Down

$0

Down $29,434 (-100%) from 2022

Expenses

Down

$0

Down $17,936 (-100%) from 2022

Net Income

Down

$0

Down $11,498 (-100%) from 2022

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2010: $595,628Liabilities 2010: $1,258,040Net Assets 2010: -$662,4122010Assets 2011: $1,160,405Liabilities 2011: $1,541,738Net Assets 2011: -$381,3332011Assets 2012: $633,081Liabilities 2012: $1,109,801Net Assets 2012: -$476,7202012Assets 2013: $190,607Liabilities 2013: $257,365Net Assets 2013: -$66,7582013Assets 2014: $228,874Liabilities 2014: $337,899Net Assets 2014: -$109,0252014Assets 2015: $321,672Liabilities 2015: $424,025Net Assets 2015: -$102,3532015Assets 2016: $418,865Liabilities 2016: $579,557Net Assets 2016: -$160,6922016Assets 2017: $394,025Liabilities 2017: $607,202Net Assets 2017: -$213,1772017Assets 2018: $416,554Liabilities 2018: $767,533Net Assets 2018: -$350,9792018Assets 2019: $402,335Liabilities 2019: $781,499Net Assets 2019: -$379,1642019Assets 2020: $244,816Liabilities 2020: $854,604Net Assets 2020: -$609,7882020Assets 2021: $100,861Liabilities 2021: $663,946Net Assets 2021: -$563,0852021Assets 2022: $9,872Liabilities 2022: $16,431Net Assets 2022: -$6,5592022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,984,0702010Revenue 2011: $4,373,169Expenses 2011: $4,092,090Net Income 2011: $281,0792011Revenue 2012: $3,742,955Expenses 2012: $3,838,344Net Income 2012: -$95,3892012Revenue 2013: $556,135Expenses 2013: $638,950Net Income 2013: -$82,8152013Revenue 2014: $796,516Expenses 2014: $838,783Net Income 2014: -$42,2672014Revenue 2015: $907,294Expenses 2015: $900,622Net Income 2015: $6,6722015Revenue 2016: $904,718Expenses 2016: $963,057Net Income 2016: -$58,3392016Revenue 2017: $931,141Expenses 2017: $983,626Net Income 2017: -$52,4852017Revenue 2018: $930,681Expenses 2018: $1,070,545Net Income 2018: -$139,8642018Revenue 2019: $956,850Expenses 2019: $985,035Net Income 2019: -$28,1852019Revenue 2020: $424,028Expenses 2020: $654,652Net Income 2020: -$230,6242020Revenue 2021: $146,543Expenses 2021: $247,283Net Income 2021: -$100,7402021Revenue 2022: $29,434Expenses 2022: $17,936Net Income 2022: $11,4982022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2023

Revenue$0
Expenses$0
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 21, 2024
Return Version
2023v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

Advancing long term care and wellness through innovative solutions that anticipate and respond to lifelong health care needs. Ensuring service excellence and sustainability through our commitment to quaker values.

Program Services

DescriptionGrantsExpenses
INTERVENTION ASSOCIATES (IVA) PROVIDED CARE MANAGEMENT AND GUARDIANSHIP FOR AGED-RELATED DECLINE, ALZHEIMER'S DISEASE, CHRONIC ILLNESS, DEMENTIA, INTELLECTUAL DISABILITY, MENTAL ILLNESS, PHYSICAL DISABILITY, SPECIAL NEEDS AND SUBSTANCE ABUSE. IVA PROVIDED PROFESSIONAL ASSESSMENT, CARE PLANNING, COORDINATION OF SERVICES, AND GUARDIANSHIP IF DEEMED NECESSARY BY LOCAL COURTS. THE ORGANIZATION DISSOLVED DURING 2023.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH K CONNERInterim President/CEO-$0--
CAROL A BARBOURPresident/CEO (Until 6/23)-$0--
ANNE B HAGELEBoard Chair-$0--
GABRIEL EHRIBoard Member-$0--
STEPHEN LAPIERREBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Intervention Associates
EIN
23-3035014
Phone
6102549001
Address
460 NORRISTOWN ROAD 300, BLUE BELL, PA 19422

Signing Officer

Name
Joseph K Conner
Title
Interim President/CEO
Phone
6102549001
Signed
2024-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
TWO INTERNATIONAL PLACE 22ND FLOOR, BOSTON, MA 02110
Preparer
Laura J Kenney
Phone
6177170831
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: transfer from affiliate to reverse prior year accruals. Amount: 6,559.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable, net. Beg. Of year amount: 7,793. End of year amount: 0. Description: prepaid expenses. Beg. Of year amount: 1,818. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deferred revenue. Beg. Of year amount: 5,900. End of year amount: 0. Description: escrow account liability. Beg. Of year amount: 75. End of year amount: 0. Description: due to affiliates. Beg. Of year amount: 10,456. End of year amount: 0.

Raw XML Appendix169 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KATHRYN A BARTON CONTROLLER
IRS990EZ/BooksInCareOfDetail/PhoneNum02156288964
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0460 NORRISTOWN ROAD SUITE 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLUE BELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0261
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09872
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-6559
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-6559
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH K CONNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL A BARBOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNE B HAGELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GABRIEL EHRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHEN LAPIERRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0INTERIM PRESIDENT/CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT/CEO (UNTIL 6/23)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09611
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt06559
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCING LONG TERM CARE AND WELLNESS THROUGH INNOVATIVE SOLUTIONS THAT ANTICIPATE AND RESPOND TO LIFELONG HEALTH CARE NEEDS. ENSURING SERVICE EXCELLENCE AND SUSTAINABILITY THROUGH OUR COMMITMENT TO QUAKER VALUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INTERVENTION ASSOCIATES (IVA) PROVIDED CARE MANAGEMENT AND GUARDIANSHIP FOR AGED-RELATED DECLINE, ALZHEIMER'S DISEASE, CHRONIC ILLNESS, DEMENTIA, INTELLECTUAL DISABILITY, MENTAL ILLNESS, PHYSICAL DISABILITY, SPECIAL NEEDS AND SUBSTANCE ABUSE. IVA PROVIDED PROFESSIONAL ASSESSMENT, CARE PLANNING, COORDINATION OF SERVICES, AND GUARDIANSHIP IF DEEMED NECESSARY BY LOCAL COURTS. THE ORGANIZATION DISSOLVED DURING 2023.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd01
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016431
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INTERVENTIONASSOCIATES.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PNC VISA CREDITS REWARD - 2019 AMOUNT: $ 3,023. 2020 AMOUNT: $ 1,463. 2021 AMOUNT: $ 529. INTERCOMPANY REVENUE - 2020 AMOUNT: $ 1,536. GAIN FROM DISCONT OPER - 2021 AMOUNT: $ 38,125. COMMISSIONS - 2021 AMOUNT: $ 10,379. 2022 AMOUNT: $ 29,194.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0500
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt082
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt097010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0421029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0953745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01472024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt082
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt029194
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt049033
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02999
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03023
IRS990ScheduleA/OtherIncome509Grp/TotalAmt084249
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94580
IRS990ScheduleA/PublicSupportPY509Pct00.96560
IRS990ScheduleA/PublicSupportTotal509Amt01472524
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0421029
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0953745
IRS990ScheduleA/Total509Grp/TotalAmt01472524
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029434
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0146543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0424028
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0956850
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01556855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TRANSFER FROM AFFILIATE TO REVERSE PRIOR YEAR ACCRUALS. AMOUNT: 6,559.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE, NET. BEG. OF YEAR AMOUNT: 7,793. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,818. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 5,900. END OF YEAR AMOUNT: 0. DESCRIPTION: ESCROW ACCOUNT LIABILITY. BEG. OF YEAR AMOUNT: 75. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO AFFILIATES. BEG. OF YEAR AMOUNT: 10,456. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH K CONNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06102549001
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERVENTION ASSOCIATES
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0233035014
ReturnHeader/Filer/PhoneNum06102549001
ReturnHeader/Filer/USAddress/AddressLine1Txt0460 NORRISTOWN ROAD 300
ReturnHeader/Filer/USAddress/CityNm0BLUE BELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019422
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TWO INTERNATIONAL PLACE 22ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06177170831
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA J KENNEY
ReturnHeader/ReturnTs02024-10-22T09:50:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.02$0.01$0.03$0.02$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.66$0.56$0.15$0.25$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.85$0.61$0.42$0.65$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.78$0.38$0.96$0.99$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.77$0.35$0.93$1.07$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.61$0.21$0.93$0.98$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.58$0.16$0.90$0.96$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.42$0.10$0.91$0.90$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.34$0.11$0.80$0.84$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.26$0.07$0.56$0.64$0.08
2012Summary only. Only limited summary data is available for this year.$0.63$1.11$0.48$3.74$3.84$0.10
2011Summary only. Only limited summary data is available for this year.$1.16$1.54$0.38$4.37$4.09$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$1.26$0.66$3.98