Civic Intelligence

The Wolcott Foundation Inc

990 • Fiscal year 2019 • EIN 23-6253965

May 01, 2018 to Apr 30, 2019 • Filed on Dec 19, 2019

Organization ProfileWWW.WOLCOTTFOUNDATION.COM
210 South Broad StreetLansdale, PA 19446

(215) 368-3121

Siviq Scores

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

Liabilities / Assets

27th percentile

0.03x

Higher debt load relative to assets than 27% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.52x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

45th percentile

1.8%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$5,228,159

Up $92,996 (+1.8%) from 2018

Net Assets

Up

$5,078,894

Up $92,996 (+1.9%) from 2018

Liabilities

Flat

$149,265

Flat from 2018

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin48th percentile

Revenue

Down

$287,985

Down $50,586 (-15%) from 2018

Expenses

Down

$281,364

Down $37,016 (-12%) from 2018

Net Income

Down

$6,621

Down $13,570 (-67%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,985,317Liabilities 2012: $251,426Net Assets 2012: $4,733,8912012Assets 2013: $5,936,719Liabilities 2013: $307,485Net Assets 2013: $5,629,2342013Assets 2014: $6,000,152Liabilities 2014: $392,376Net Assets 2014: $5,607,7762014Assets 2015: $5,827,006Liabilities 2015: $223,968Net Assets 2015: $5,603,0382015Assets 2016: $4,352,445Liabilities 2016: $150,701Net Assets 2016: $4,201,7442016Assets 2017: $5,187,512Liabilities 2017: $151,302Net Assets 2017: $5,036,2102017Assets 2018: $5,135,163Liabilities 2018: $149,265Net Assets 2018: $4,985,8982018Assets 2019: $5,228,159Liabilities 2019: $149,265Net Assets 2019: $5,078,8942019Assets 2020: $5,430,209Liabilities 2020: $323,437Net Assets 2020: $5,106,7722020Assets 2021: $6,410,895Liabilities 2021: $464,936Net Assets 2021: $5,945,9592021Assets 2022: $6,566,658Liabilities 2022: $0Net Assets 2022: $6,566,6582022Assets 2023: $6,218,039Liabilities 2023: $367,251Net Assets 2023: $5,850,7882023Assets 2024: $2,172,682Liabilities 2024: $0Net Assets 2024: $2,172,6822024Assets 2025: $1,846,015Liabilities 2025: $0Net Assets 2025: $1,846,0152025

Highlighted filing

2019

Assets$5,228,159
Liabilities$149,265
Net Assets$5,078,894
Open 2019 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $426,2032012Expenses 2013: $225,7232013Revenue 2014: $537,023Expenses 2014: $427,455Net Income 2014: $109,5682014Revenue 2015: $666,190Expenses 2015: $734,647Net Income 2015: -$68,4572015Revenue 2016: $293,388Expenses 2016: $788,758Net Income 2016: -$495,3702016Revenue 2017: $433,294Expenses 2017: $739,739Net Income 2017: -$306,4452017Revenue 2018: $338,571Expenses 2018: $318,380Net Income 2018: $20,1912018Revenue 2019: $287,985Expenses 2019: $281,364Net Income 2019: $6,6212019Revenue 2020: $394,513Expenses 2020: $342,566Net Income 2020: $51,9472020Revenue 2021: $956,024Expenses 2021: $410,066Net Income 2021: $545,9582021Revenue 2022: $518,796Expenses 2022: $566,364Net Income 2022: -$47,5682022Revenue 2023: $191,813Expenses 2023: $208,944Net Income 2023: -$17,1312023Revenue 2024: $41,108Expenses 2024: $165,779Net Income 2024: -$124,6712024Revenue 2025: $173,576Expenses 2025: $152,432Net Income 2025: $21,1442025

Highlighted filing

2019

Revenue$287,985
Expenses$281,364
Net Income$6,621
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Dec 19, 2019
Return Version
2018v3.1
Gross Receipts
$3,639,666
Mission and Program Overview

Mission

The foundation assists in preparing qualified scholars for future policy making positions in government and world affairs through the granting of fellowships and student loans in order to preserve a free society for future generations.

Assists in preparing qualified scholars for future policy making positions in government and world affairs through the granting of fellowships and student loans in order to preserve a free society for future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,306,703$4,315,455▲ $8,752
Cash and Non-Interest-Bearing Accounts$33,225$93,546▲ $60,321
Savings and Temporary Cash Investments$780$780→ $0
Total Assets$5,135,163$5,228,159▲ $92,996
Other Assets Total$794,455$818,378▲ $23,923
Liabilities
Accounts Payable and Accrued Expenses$149,265$149,265→ $0
Total Liabilities$149,265$149,265→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,722,923$4,753,766▲ $30,843
Unrestricted Net Assets$262,975$325,128▲ $62,153
Total Net Assets Fund Balance$4,985,898$5,078,894▲ $92,996
Total Liabilities and Net Assets / Fund Balance$5,135,163$5,228,159▲ $92,996

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,945--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$4,722,923$7,214▲ $23,629-$4,753,766
2017$4,645,354$16,972▲ $60,597-$4,722,923
2016$4,563,196$12,035▲ $70,123-$4,645,354
2015$4,550,045$64,268▼ $51,117-$4,563,196
2014$4,550,045---$4,550,045
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Michael E ClarkChairman
Ercil EschbachVice Chairman
Randy SpauldingTreasurer/trustee
Carol Di PietroTrustee
Matthew E Du Pee EsqTrustee
Stanley a GardnerTrustee
Robert L MortonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$29,608
Program Service Revenue
$0
Investment Income
$256,911
Other Revenue
$1,466
All Other Contributions
$29,608
Change in Net Assets
$6,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$201,373
Other Expenses$79,991
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$201,373--$201,373
Interest-$19,655-$19,655
Travel-$16,428-$16,428
Fees for Service Investment Mgmnt Fees-$13,495-$13,495
Fees for Services Other-$11,502-$11,502
Fees for Services Accounting-$8,645-$8,645
Insurance-$3,683-$3,683
Advertising$1,903--$1,903
Office Expenses-$1,795-$1,795
Information Technology-$1,200-$1,200
Other Expenses-$107-$107
Total Functional Expenses$203,276$78,088$0$281,364
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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 6

“The form 990 and required schedules are reviewed and approved by the treasurer and other officers, as applicable. See names and titles on part vii of this form 990 on page 7.”

Form 990, Part VI, Section A, Line 7A

“Members of the governing body consists of four trustees and four officers who are elected by the general membership of the foundation at the annual meeting.”

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

“The form 990 and required schedules are reviewed and approved by the treasurer and other officers, as applicable.”

Form 990, Part VI, Section C, Line 19

“Upon request, anyone may review the foundation's governing documents, policies and financial statements by contacting the foundation's treasurer, robert l morton, c/o 210 s. Broad st., lansdale, pa 19446 during normal business hours.”

Filing and Contact Details

Filer

Filer Name
The Wolcott Foundation Inc
EIN
23-6253965
Phone
2153683121
Address
210 SOUTH BROAD STREET, LANSDALE, PA 19446

Signing Officer

Name
Robert L Morton
Title
Treasurer
Phone
2153683121
Signed
2019-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert L Morton
Formed
1952
Legal Domicile
Mo
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
KIMMEL LORAH ASSOCIATES CPA'S LLP
Address
400 CRESSON BLVD PO BOX 979, OAKS, PA 19456
Preparer
Robert Stevenson CPA
Phone
6106660450
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment funds are permanently restricted to investment in perpetuity; the income from which is primarily expendable to support the operations of the foundation.”

Raw XML Appendix394 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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE FOUNDATION CONTINUOUSLY RECEIVES CONTRIBUTIONS FROM THE GENERAL PUBLIC THROUGH THE FELLOWSHIP FUND AND THE ENDOWMENT FUND. THEY ALSO CONTINUE TO RECEIVE PUBLIC CONTRIBUTIONS FROM THE WITT AND POSEY TRUSTS. THE FOUNDATION IS MANAGED BY A GOVERNING BOARD WHICH REPRESENTS THE BOARD INTERESTS OF THE GENERAL PUBLIC BY GRANTING STUDENT FELLOWSHIPS AND LOANS TO QUALIFIED SCHOLARS. THESE STUDENTS RECEIVE TUITION LOAN WAIVERS WHEN PERFORMING GOVERNMENTAL OR RELATED SERVICES AS APPROVED BY THE BOARD OF TRUSTEES.
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0397390
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01760294
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.21010
IRS990ScheduleA/PublicSupportTotal170Amt0431975
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037008
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt035146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt088064
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0242149
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0431975
IRS990ScheduleA/TotalSupportAmt02192269
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07214
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04753766
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060597
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04563196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt012035
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04645354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt070123
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04550045
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt064268
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04563196
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-51117
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04550045
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04550045
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt019500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1795933
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22945
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BENEFICIAL INTEREST IN CHARITABLE TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ANNUITIES ENDOWMENT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT FUNDS ARE PERMANENTLY RESTRICTED TO INVESTMENT IN PERPETUITY; THE INCOME FROM WHICH IS PRIMARILY EXPENDABLE TO SUPPORT THE OPERATIONS OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0818378
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0175445
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT FELLOWSHIPS-GRADUATE STUDENTS AT GEORGE WASHINGTON UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0BOOK VALUE SUPPLIED BY UNIVERSITY
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S BOARD OF TRUSTEES REVIEWS ALL APPLICATIONS FOR STUDENT FELLOWSHIPS AND APPROVES THE GRANTING OF FELLOWSHIPS BASED ON CERTAIN SELECTION CRITERIA AND AVAILABILITY OF FUNDS. THE FOUNDATION GRANTS STUDENT FELLOWSHIPS TO QUALIFIED STUDENTS ATTENDING GEORGE WASHINGTON UNIVERSITY (GWU) GRADUATE SCHOOL. SUCH STUDENT FELLOWSHIPS ARE INITIALLY RECORDED AS STUDENTS' ACCOUNTS RECEIVABLE (LOANS) WHILE ATTENDING GWU. UPON GRADUATION, 25% IF EACH STUDENTS'S GROSS STUDENT FELLOWSHIP LOANS ARE WAIVED (GRANTED) FOR EACH YEAR SUCH STUDENT PERFORMS GOVERNMENTAL OR RELATED SERVICE AS APPROVED BY THE TRUSTEES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 AND REQUIRED SCHEDULES ARE REVIEWED AND APPROVED BY THE TREASURER AND OTHER OFFICERS, AS APPLICABLE. SEE NAMES AND TITLES ON PART VII OF THIS FORM 990 ON PAGE 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE GOVERNING BODY CONSISTS OF FOUR TRUSTEES AND FOUR OFFICERS WHO ARE ELECTED BY THE GENERAL MEMBERSHIP OF THE FOUNDATION AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 AND REQUIRED SCHEDULES ARE REVIEWED AND APPROVED BY THE TREASURER AND OTHER OFFICERS, AS APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST, ANYONE MAY REVIEW THE FOUNDATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS BY CONTACTING THE FOUNDATION'S TREASURER, ROBERT L MORTON, C/O 210 S. BROAD ST., LANSDALE, PA 19446 DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt05135163
IRS990/TotalAssetsGrp/EOYAmt05228159
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt029608
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt078088
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0203276
IRS990/TotalFunctionalExpensesGrp/TotalAmt0281364
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0149265
IRS990/TotalLiabilitiesEOYAmt0149265
IRS990/TotalLiabilitiesGrp/BOYAmt0149265
IRS990/TotalLiabilitiesGrp/EOYAmt0149265
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04985898
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05078894
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0203276
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0258377
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0287985
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05135163
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05228159
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt016428
IRS990/TravelGrp/TotalAmt016428
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0262975
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0325128
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.WOLCOTTFOUNDATION.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT L MORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02153683121
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WOLCOTT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WOLC
ReturnHeader/Filer/EIN0236253965
ReturnHeader/Filer/PhoneNum02153683121
ReturnHeader/Filer/USAddress/AddressLine1Txt0210 SOUTH BROAD STREET
ReturnHeader/Filer/USAddress/CityNm0LANSDALE
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.179.177
ReturnHeader/FilingSecurityInformation/IPDt02019-12-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm018:44:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231380332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIMMEL LORAH ASSOCIATES CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 CRESSON BLVD PO BOX 979
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019456
ReturnHeader/PreparerPersonGrp/PhoneNum06106660450
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT STEVENSON CPA
ReturnHeader/ReturnTs02020-02-08T15:12:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,228,159
Liabilities
$149,265
Net assets
$5,078,894
Revenue
$287,985
Expenses
$281,364
Net income
$6,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.17$0.15$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.04$0.17$0.12
2023Detailed filing. Detailed filing data is available for this year.$6.22$0.37$5.85$0.19$0.21$0.02
2022Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.52$0.57$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.41$0.46$5.95$0.96$0.41$0.55
2020Detailed filing. Detailed filing data is available for this year.$5.43$0.32$5.11$0.39$0.34$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.23$0.15$5.08$0.29$0.28$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.14$0.15$4.99$0.34$0.32$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.19$0.15$5.04$0.43$0.74$0.31
2016Detailed filing. Detailed filing data is available for this year.$4.35$0.15$4.20$0.29$0.79$0.50
2015Detailed filing. Detailed filing data is available for this year.$5.83$0.22$5.60$0.67$0.73$0.07
2014Detailed filing. Detailed filing data is available for this year.$6.00$0.39$5.61$0.54$0.43$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.31$5.63$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.25$4.73$0.43