Civic Intelligence

Phoebus Fund

990PF • Fiscal year 2017 • EIN 23-6856169

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 02, 2018

Organization Profile
256 Sutton Farm DriveShelburne, VT 05482

(802) 846-9500

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

44th percentile

1.1%

Faster asset growth than 44% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2014 to 2017

Revenue Growth

85th percentile

52%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2014 to 2017

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,365,987

Up $53,995 (+4.1%) from 2016

Net Assets

Up

$1,365,144

Up $53,588 (+4.1%) from 2016

Liabilities

Up

$843

Up $407 (+93%) from 2016

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin72nd percentile

Revenue

Up

$90,645

Up $35,914 (+66%) from 2016

Expenses

Down

$75,902

Down $118 (-0.2%) from 2016

Net Income

Up

$14,743

Up $36,032 (+169%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,247,172Liabilities 2013: $286Net Assets 2013: $1,246,8862013Assets 2014: $1,322,432Liabilities 2014: $2,660Net Assets 2014: $1,319,7722014Assets 2016: $1,311,992Liabilities 2016: $436Net Assets 2016: $1,311,5562016Assets 2017: $1,365,987Liabilities 2017: $843Net Assets 2017: $1,365,1442017Assets 2018: $1,379,839Liabilities 2018: $1,118Net Assets 2018: $1,378,7212018Assets 2019: $1,393,144Liabilities 2019: $59Net Assets 2019: $1,393,0852019Assets 2020: $1,405,092Liabilities 2020: $0Net Assets 2020: $1,405,0922020Assets 2021: $1,534,565Liabilities 2021: $0Net Assets 2021: $1,534,5652021Assets 2022: $1,325,698Liabilities 2022: $0Net Assets 2022: $1,325,6982022Assets 2023: $1,405,436Liabilities 2023: $0Net Assets 2023: $1,405,4362023Assets 2024: $1,632,882Liabilities 2024: $0Net Assets 2024: $1,632,8822024Assets 2025: $1,682,792Liabilities 2025: $0Net Assets 2025: $1,682,7922025

Highlighted filing

2017

Assets$1,365,987
Liabilities$843
Net Assets$1,365,144
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$100K$50K$0-$50K-$100KExpenses 2013: $70,3522013Revenue 2014: $25,701Expenses 2014: $76,377Net Income 2014: -$50,6762014Revenue 2016: $54,731Expenses 2016: $76,020Net Income 2016: -$21,2892016Revenue 2017: $90,645Expenses 2017: $75,902Net Income 2017: $14,7432017Revenue 2018: $37,435Expenses 2018: $81,051Net Income 2018: -$43,6162018Revenue 2019: $81,674Expenses 2019: $88,071Net Income 2019: -$6,3972019Revenue 2020: $28,893Expenses 2020: $82,315Net Income 2020: -$53,4222020Revenue 2021: $35,011Expenses 2021: $81,537Net Income 2021: -$46,5262021Revenue 2022: $32,032Expenses 2022: $90,230Net Income 2022: -$58,1982022Revenue 2023: $42,252Expenses 2023: $77,663Net Income 2023: -$35,4112023Revenue 2024: $39,041Expenses 2024: $84,189Net Income 2024: -$45,1482024Revenue 2025: $36,370Expenses 2025: $91,056Net Income 2025: -$54,6862025

Highlighted filing

2017

Revenue$90,645
Expenses$75,902
Net Income$14,743
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 2, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA VALENTINETrustee-$0--
MILES SMITHTrustee-$0--
SHELLY SMITHTrustee-$0--
R TYSON SMITHTrustee-$0--
MARY KUHNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phoebus Fund
EIN
23-6856169
Phone
8028469500
Address
256 Sutton Farm Drive, Shelburne, VT 05482

Signing Officer

Name
Dana Valentine
Title
Trustee
Phone
8028469500
Signed
2018-01-02
Discuss with paid preparer
Yes

Preparer

Firm
Tapia & Huckabay PC
Address
PO Box 38, Vergennes, VT 05491
Preparer
William S Huckabay CPA
Phone
8028707086
Raw XML Appendix386 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Amgen Incorporated, 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Costco Wholesale Corporation, 200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3General Electric Corporation, 1,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Home Depot Inc., 300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Intel Corporation, 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Johnson & Johnson, 700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7JPMorgan Chase & Co., 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8McDonald's Corporation, 400
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt058147
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt143711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Cohen & Steers Realty, 297.006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Domini Social Equity Fund, 923.741
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0256 Sutton Farm Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1231 San Francisco Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2218 Larrimore Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37207 Charlton Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4139 E Lincoln Highway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Shelburne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Anselmo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Erdenheim
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Philadelphia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Coatesville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4PA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd219038
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd319119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd419320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt063760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt064603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt061775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt064702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt063873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt057963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt054699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01288605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01237203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01292464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01269051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01203722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01117985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt068335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247402
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt067492
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt068335
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0843
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt068335
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DANA VALENTINE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0256 Sutton Farm Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Shelburne
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd005482
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08028467893
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt066570
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Bread & Roses Community Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01500 Walnut Street Suite 1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019107
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt066570
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063587
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0787
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0740
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07200
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0787
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0925
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0740
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068335
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04748
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07200
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02452
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt080
OtherIncreasesSchedule/OtherIncreasesDetail/Amt038845
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in market value of investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Financial advisor Investment services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05000
TaxesSchedule/TaxesDetail/Amt0843
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA VALENTINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08028469500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phoebus Fund
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0236856169
ReturnHeader/Filer/PhoneNum08028469500
ReturnHeader/Filer/USAddress/AddressLine1Txt0256 Sutton Farm Drive
ReturnHeader/Filer/USAddress/CityNm0Shelburne
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005482
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00FC119A6BA204FB2BAA4BF52A1BB470A5A07B225
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F5EAD35F26E8E7C6943A0EFFCB5EA88474B008A5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.252.240.122
ReturnHeader/FilingSecurityInformation/IPDt02018-02-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:27:51
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tapia & Huckabay PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 38
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vergennes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005491
ReturnHeader/PreparerPersonGrp/PhoneNum08028707086
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM S HUCKABAY CPA
ReturnHeader/ReturnTs02018-02-12T12:28:09-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,365,987
Liabilities
$843
Net assets
$1,365,144
Revenue
$90,645
Expenses
$75,902
Net income
$14,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.04$0.09$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.04$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.03$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.03$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.08$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.03$0.08$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07