Civic Intelligence

Residuary Tuw Marion Walters Wing C/O Judith Gh Edington

990 • Fiscal year 2015 • EIN 23-7688668

Nov 01, 2014 to Oct 31, 2015 • Filed on Mar 31, 2016

Organization ProfileN/A
20 Tanglewood DriveHaverhill, MA 01830

(978) 372-9099

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

72nd percentile

9.5%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

51st percentile

3.8%

Faster revenue growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$4,932,623

Up $428,747 (+9.5%) from 2014

Net Assets

Up

$4,932,623

Up $428,747 (+9.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin98th percentile

Revenue

Up

$467,162

Up $17,034 (+3.8%) from 2014

Expenses

Down

$38,415

Down $255,881 (-87%) from 2014

Net Income

Up

$428,747

Up $272,915 (+175%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$10M$5.0M$0Assets 2010: $4,052,401Liabilities 2010: $0Net Assets 2010: $4,052,4012010Assets 2011: $4,193,459Liabilities 2011: $0Net Assets 2011: $4,193,4592011Assets 2012: $4,333,552Liabilities 2012: $0Net Assets 2012: $4,333,5522012Assets 2013: $4,348,044Liabilities 2013: $0Net Assets 2013: $4,348,0442013Assets 2014: $4,503,876Liabilities 2014: $0Net Assets 2014: $4,503,8762014Assets 2015: $4,932,623Liabilities 2015: $0Net Assets 2015: $4,932,6232015Assets 2016: $6,351,374Liabilities 2016: $0Net Assets 2016: $6,351,3742016Assets 2017: $6,954,197Liabilities 2017: $0Net Assets 2017: $6,954,1972017Assets 2018: $7,139,115Liabilities 2018: $0Net Assets 2018: $7,139,1152018Assets 2019: $7,724,865Liabilities 2019: $0Net Assets 2019: $7,724,8652019Assets 2020: $7,679,859Liabilities 2020: $0Net Assets 2020: $7,679,8592020Assets 2021: $9,147,987Liabilities 2021: $0Net Assets 2021: $9,147,9872021Assets 2022: $7,844,755Liabilities 2022: $0Net Assets 2022: $7,844,7552022Assets 2023: $8,075,229Liabilities 2023: $0Net Assets 2023: $8,075,2292023Assets 2024: $8,992,913Liabilities 2024: $0Net Assets 2024: $8,992,9132024Assets 2025: $9,718,161Liabilities 2025: $0Net Assets 2025: $9,718,1612025

Highlighted filing

2015

Assets$4,932,623
Liabilities$0
Net Assets$4,932,623
Open 2015 Filing

Operations Trend

Revenue Growth51st percentile

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

$1.0M$500K$0-$500KExpenses 2010: $43,3932010Expenses 2011: $123,0112011Expenses 2012: $142,4632012Expenses 2013: $138,8462013Revenue 2014: $450,128Expenses 2014: $294,296Net Income 2014: $155,8322014Revenue 2015: $467,162Expenses 2015: $38,415Net Income 2015: $428,7472015Revenue 2016: $313,180Expenses 2016: $492,276Net Income 2016: -$179,0962016Revenue 2017: $420,680Expenses 2017: $275,470Net Income 2017: $145,2102017Revenue 2018: $478,869Expenses 2018: $284,786Net Income 2018: $194,0832018Revenue 2019: $291,298Expenses 2019: $298,531Net Income 2019: -$7,2332019Revenue 2020: $308,937Expenses 2020: $303,941Net Income 2020: $4,9962020Revenue 2021: $505,249Expenses 2021: $316,700Net Income 2021: $188,5492021Revenue 2022: $273,456Expenses 2022: $352,819Net Income 2022: -$79,3632022Revenue 2023: $622,521Expenses 2023: $344,477Net Income 2023: $278,0442023Revenue 2024: $921,628Expenses 2024: $840,620Net Income 2024: $81,0082024Revenue 2025: $876,814Expenses 2025: $354,171Net Income 2025: $522,6432025

Highlighted filing

2015

Revenue$467,162
Expenses$38,415
Net Income$428,747
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Mar 31, 2016
Return Version
2014v6.0
Gross Receipts
$1,371,727
Mission and Program Overview

Mission

To provide "camperships" to camp joslin for needy boys with diabetes.

Tuition for needy boys to attend the summer camp of elliot p. Joslin camp for boys with diabetes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,503,876$4,932,623▲ $428,747
Investments in Publicly Traded Securities$4,337,873$4,640,653▲ $302,780
Savings and Temporary Cash Investments$166,003$291,970▲ $125,967
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$4,503,876$4,932,623▲ $428,747
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,503,876$4,932,623▲ $428,747
Total Liabilities and Net Assets / Fund Balance$4,503,876$4,932,623▲ $428,747
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Dennis GuittarrTrustee
Joan Mansfield MdTrustee
Mark FullerTrustee
Richard MacdonaldTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$466,976
Other Revenue
$186
Change in Net Assets
$428,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,415
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
Fees for Service Investment Mgmnt Fees-$33,355-$33,355
Fees for Services Accounting-$4,990-$4,990
Other Expenses-$70-$70
Total Functional Expenses$0$38,415$0$38,415
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
Yes
Audit committee
No
Backup withholding compliance
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 B, Line 11

“The form 990 is prepared by an independent accounting firm. A copy is provied to all trustees for review before filing of the form 990.”

Form 990, Part VI, Section C, Line 19

“Except to the extent required by applicable law, in which case the documents are provided upon request, the organization's documents are not publicly made available.”

Filing and Contact Details

Filer

Filer Name
Residuary Tuw Marion Walters Wing
EIN
23-7688668
Phone
9783729099
Address
20 TANGLEWOOD DRIVE, HAVERHILL, MA 01830

Signing Officer

Name
Richard Macdonald
Title
Trustee
Phone
9783729099
Signed
2016-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Macdonald
Formed
1990
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Gallagher Mcdevitt Schalleur & Surgent
Address
237 LANCASTER AVENUE SUITE 1000, DEVON, PA 19333
Preparer
Lauren Adamski CPA
Phone
6109759122
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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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS ORGANIZED AS A CHARITABLE TRUST. THE TRUST HAS ONLY ONE DESIGNATED BENEFICIARY. THE ORGANIZATION TRADITIONALLY MADE ITS ANNUAL DISTRIBUTION OF 85% OF ADJUSTED NET INCOME TO ITS BENEFICIARY SHORTLY AFTER THE END OF ITS TAX YEAR CONSISTENT WITH THE TREASURY REGULATIONS PRIOR TO THEIR DECEMBER 2012 AMENDEMENT. FOR THE FISCAL YEAR ENDED 10/31/15, THE ORGANZIATION INADVERTENTLY FAILED TO MAKE A TIMELY DISTRIBUTION OF ITS DISTRIBUTABLE AMOUNT UNDER THE NEW REGULATIONS. THE ERROR WAS PROMTLY DISCOVERED AND THE DISTRIBUTION WAS MADE WITHIN THE MONTH FOLLOWING THE END OF THE FISCAL YEAR. AS THIS WAS THE FIRST YEAR TO WHICH THE NEW DISRTIBUTION REQUIREMENT APPLIED, THERE WAS SOME CONFUSION ABOUT WHAT WAS REQUIRED. THE TRUST HAS ADOPTED A NEW REVIEW PROCEDURE AND TIMELINE TO AVOID MAKING THIS ERROR IN THE FUTURE. WHEN THE IRS PUBLISHED THE REGULATIONS APPLICABLE TO TYPE III SUPPORTING ORGANIZATIONS IN DECEMBER 2012, THE IRS INDICATED IT WOULD PUBLISG FUTURE GUIDANCE FOR CHARITABLE TRUSTS HAVING ONLY ONE DESIGNATED BENEFICIARY. IN THE ABSENCE OF THAT ADDITIONAL GUIDANCE, THE TRUST ASKS FOR THE IRS TO EXERCISE ITS DISCRETION TO PERMIT THE TRUST TO CONTINUE TO QUALIFY AS NON-FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1DURING THE ORGANIZATION'S ANNUAL/MONTHLY MEETINGS MARK FULLER WHO IS ON THE ORGANIZATION'S AND THE SUPPORTING ORGANIZATION'S BOARDS DOES HAVE A SAY IN ALL MATTERS DISCUSSED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V SECTION D LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION D LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt06621745
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt06087459
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0228987
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0357538
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt06392758
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05729921
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt099326
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt091312
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt06522419
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05996147
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0228285
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0209865
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt06621745
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt06087459
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0228285
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0209865
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222701822
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BARTON CENTER FOR DIABETES EDUCATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY IS PROVIED TO ALL TRUSTEES FOR REVIEW BEFORE FILING OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXCEPT TO THE EXTENT REQUIRED BY APPLICABLE LAW, IN WHICH CASE THE DOCUMENTS ARE PROVIDED UPON REQUEST, THE ORGANIZATION'S DOCUMENTS ARE NOT PUBLICLY MADE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BARTON CENTER FOR DIABETES EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222701822
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CAMP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt030 ENNIS ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NORTH OXFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd001597
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04503876
IRS990/TotalAssetsEOYAmt04932623
IRS990/TotalAssetsGrp/BOYAmt04503876
IRS990/TotalAssetsGrp/EOYAmt04932623
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038415
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt038415
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04503876
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04932623
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0466976
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0186
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0467162
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04503876
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04932623
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0SAME AS ABOVE
IRS990/USAddress/CityNm0HAVERHILL
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001830
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MACDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09783729099
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RESIDUARY TUW MARION WALTERS WING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RICHARD MAC DONALD
ReturnHeader/Filer/BusinessNameControlTxt0WING
ReturnHeader/Filer/EIN0237688668
ReturnHeader/Filer/PhoneNum09783729099
ReturnHeader/Filer/USAddress/AddressLine1Txt020 TANGLEWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0HAVERHILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001830
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232938441
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GALLAGHER MCDEVITT SCHALLEUR & SURGENT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0237 LANCASTER AVENUE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEVON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019333
ReturnHeader/PreparerPersonGrp/PhoneNum06109759122
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN ADAMSKI CPA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,932,623
Liabilities
$0
Net assets
$4,932,623
Revenue
$467,162
Expenses
$38,415
Net income
$428,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.72$0.00$9.72$0.88$0.35$0.52
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.99$0.00$8.99$0.92$0.84$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.08$0.00$8.08$0.62$0.34$0.28
2022Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.27$0.35$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.15$0.00$9.15$0.51$0.32$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$0.00$7.68$0.31$0.30$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.72$0.00$7.72$0.29$0.30$0.01
2018Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.48$0.28$0.19
2017Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.42$0.28$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.35$0.00$6.35$0.31$0.49$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.47$0.04$0.43
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$0.00$4.50$0.45$0.29$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.00$4.35$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.33$0.00$4.33$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.19$0.00$4.19$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.00$4.05$0.04