Civic Intelligence

Parents for the Advancement of Catholic Education Foundation

990EZ • Fiscal year 2022 • EIN 27-0821447

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 27, 2022

39 Gebhardt RoadPenfield, NY 14526

(585) 586-6968

Siviq Scores

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

Liabilities / Assets

89th percentile

0.16x

Higher debt load relative to assets than 89% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

1.23x

Higher debt load relative to revenue than 98% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

Net Margin

6th percentile

-96%

Higher net margin than 6% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2022 filings • NTEE B11 • <$500k nonprofits • Source year 2022

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-82%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • NTEE B11 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$39,097

Down $6,016 (-13%) from 2021

Net Assets

Down

$32,648

Down $5,032 (-13%) from 2021

Liabilities

Down

$6,449

Down $984 (-13%) from 2021

Revenue

Down

$5,260

Down $24,752 (-82%) from 2021

Expenses

Down

$10,292

Down $25,006 (-71%) from 2021

Net Income

Up

-$5,032

Up $254 (+4.8%) from 2021

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $20,069Liabilities 2011: $0Net Assets 2011: $20,0692011Assets 2012: $13,388Liabilities 2012: $0Net Assets 2012: $13,3882012Assets 2013: $21,791Liabilities 2013: $0Net Assets 2013: $21,7912013Assets 2014: $28,146Liabilities 2014: $0Net Assets 2014: $28,1462014Assets 2015: $30,658Liabilities 2015: $0Net Assets 2015: $30,6582015Assets 2017: $20,674Liabilities 2017: $0Net Assets 2017: $20,6742017Assets 2018: $22,352Liabilities 2018: $6,710Net Assets 2018: $15,6422018Assets 2019: $31,927Liabilities 2019: $4,700Net Assets 2019: $27,2272019Assets 2020: $50,616Liabilities 2020: $7,650Net Assets 2020: $42,9662020Assets 2021: $45,113Liabilities 2021: $7,433Net Assets 2021: $37,6802021Assets 2022: $39,097Liabilities 2022: $6,449Net Assets 2022: $32,6482022Assets 2023: $48,280Liabilities 2023: $4,004Net Assets 2023: $44,2762023Assets 2024: $80,254Liabilities 2024: $0Net Assets 2024: $80,2542024Assets 2025: $81,423Liabilities 2025: $0Net Assets 2025: $81,4232025

Highlighted filing

2022

Assets$39,097
Liabilities$6,449
Net Assets$32,648

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $62,823Expenses 2011: $91,831Net Income 2011: -$29,0082011Revenue 2012: $60,610Expenses 2012: $67,105Net Income 2012: -$6,4952012Revenue 2013: $76,130Expenses 2013: $67,727Net Income 2013: $8,4032013Revenue 2014: $72,584Expenses 2014: $66,229Net Income 2014: $6,3552014Revenue 2015: $53,412Expenses 2015: $50,900Net Income 2015: $2,5122015Revenue 2017: $73,460Expenses 2017: $68,748Net Income 2017: $4,7122017Revenue 2018: $16,038Expenses 2018: $21,070Net Income 2018: -$5,0322018Revenue 2019: $29,367Expenses 2019: $17,782Net Income 2019: $11,5852019Revenue 2020: $27,356Expenses 2020: $11,617Net Income 2020: $15,7392020Revenue 2021: $30,012Expenses 2021: $35,298Net Income 2021: -$5,2862021Revenue 2022: $5,260Expenses 2022: $10,292Net Income 2022: -$5,0322022Revenue 2023: $23,544Expenses 2023: $11,916Net Income 2023: $11,6282023Revenue 2024: $96,451Expenses 2024: $64,477Net Income 2024: $31,9742024Revenue 2025: $67,359Expenses 2025: $66,190Net Income 2025: $1,1692025

Highlighted filing

2022

Revenue$5,260
Expenses$10,292
Net Income-$5,032
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 27, 2022
Return Version
2021v4.2
Gross Receipts
$40,609
Mission and Program Overview

Mission

The parents for the advancement of catholic education, through various unpaid volunteers, will conduct activities whose purpose is to raise funds for catholic schools in the rochester area who have lost funding from the diocese of rochester, this will allow schools to continue to provide an education of the highest quality to residents of the state of new york. Currently the only recipient organization is the st. Joseph's school in penfield, ny. The planned fundraisers consist of an annual gala, a planned annual appeal through mail and direct solicitation, and possible grant applications from federal and state agencies to assist with school programs.

Program Services

DescriptionGrantsExpenses
THIS FOUNDATION IS STILL FAIRLY NEW AND DOING ITS BEST TO PROVIDE FUNDING FOR CATHOLIC SCHOOLS IN THE ROCHESTER AREA. THE FOUNDATION WANTS TO CONTINUE TO PROVIDE AN EDUCATION OF THE HIGHEST QUALITY TO RESIDENTS OF THE STATE OF NEW YORK.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN WIEDEMERPresident-$0--
HILARY HAGENVice President-$0--
HEATHER ODDENSecretary-$0--
JEN PIANOTreasurer-$0--
KELLY GAWRONSKIBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Meat Raffle$18,978$18,978$17,265$1,713
Total Events$18,978$18,978$17,265$1,713
Filing and Contact Details

Filer

Filer Name
Saint Joseph School Foundation
EIN
27-0821447
Phone
5855866968
Address
39 GEBHARDT ROAD, PENFIELD, NY 14526

Signing Officer

Name
Megan Wiedemer
Title
President
Phone
5855866968
Signed
2022-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Davie Kaplan CPA Pc
Address
1000 FIRST FEDERAL PLAZA, ROCHESTER, NY 14614-1916
Preparer
Scott M Kogler Cpapfs
Phone
5854544161
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: software. Amount: 2,942. Description: miscellaneous. Amount: 7,350. Total to form 990-ez, line 16: 10,292.

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

Description: funds with donor restrictions. Beg. Of year amount: 7,433. End of year amount: 6,449.

Raw XML Appendix180 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/BusinessNameLine1Txt0MEGAN WIEDEMER
IRS990EZ/BooksInCareOfDetail/PhoneNum05855866968
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt039 GEBHARDT ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PENFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014526
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045113
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039097
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt014629
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5032
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045113
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039097
IRS990EZ/FundraisingGrossIncomeAmt025980
IRS990EZ/GrossReceiptsAmt040609
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037680
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032648
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037680
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032648
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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/PersonNm0MEGAN WIEDEMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HILARY HAGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER ODDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEN PIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY GAWRONSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010292
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PARENTS FOR THE ADVANCEMENT OF CATHOLIC EDUCATION, THROUGH VARIOUS UNPAID VOLUNTEERS, WILL CONDUCT ACTIVITIES WHOSE PURPOSE IS TO RAISE FUNDS FOR CATHOLIC SCHOOLS IN THE ROCHESTER AREA WHO HAVE LOST FUNDING FROM THE DIOCESE OF ROCHESTER, THIS WILL ALLOW SCHOOLS TO CONTINUE TO PROVIDE AN EDUCATION OF THE HIGHEST QUALITY TO RESIDENTS OF THE STATE OF NEW YORK. CURRENTLY THE ONLY RECIPIENT ORGANIZATION IS THE ST. JOSEPH'S SCHOOL IN PENFIELD, NY. THE PLANNED FUNDRAISERS CONSIST OF AN ANNUAL GALA, A PLANNED ANNUAL APPEAL THROUGH MAIL AND DIRECT SOLICITATION, AND POSSIBLE GRANT APPLICATIONS FROM FEDERAL AND STATE AGENCIES TO ASSIST WITH SCHOOL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS FOUNDATION IS STILL FAIRLY NEW AND DOING ITS BEST TO PROVIDE FUNDING FOR CATHOLIC SCHOOLS IN THE ROCHESTER AREA. THE FOUNDATION WANTS TO CONTINUE TO PROVIDE AN EDUCATION OF THE HIGHEST QUALITY TO RESIDENTS OF THE STATE OF NEW YORK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt035349
IRS990EZ/SpecialEventsNetIncomeLossAmt0-9369
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07433
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06449
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010292
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05260
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SJSPENFIELD.COM/PACE
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031569
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015295
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt078828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020783
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026686
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044241
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt024724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0142414
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0540
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0575
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99740
IRS990ScheduleA/PublicSupportPY509Pct00.99600
IRS990ScheduleA/PublicSupportTotal509Amt0221242
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033824
IRS990ScheduleA/Total509Grp/TotalAmt0221242
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041981
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033859
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0221817
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017265
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MEAT RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018978
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018978
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018978
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018978
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01713
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017265
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SOFTWARE. AMOUNT: 2,942. DESCRIPTION: MISCELLANEOUS. AMOUNT: 7,350. TOTAL TO FORM 990-EZ, LINE 16: 10,292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FUNDS WITH DONOR RESTRICTIONS. BEG. OF YEAR AMOUNT: 7,433. END OF YEAR AMOUNT: 6,449.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN WIEDEMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05855866968
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAINT JOSEPH SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0270821447
ReturnHeader/Filer/PhoneNum05855866968
ReturnHeader/Filer/USAddress/AddressLine1Txt039 GEBHARDT ROAD
ReturnHeader/Filer/USAddress/CityNm0PENFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014526
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161182991
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIE KAPLAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 FIRST FEDERAL PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0146141916
ReturnHeader/PreparerPersonGrp/PhoneNum05854544161
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT M KOGLER CPAPFS
ReturnHeader/ReturnTs02022-11-14T12:41:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WIEDEMER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$81.4$0.00$81.4$67.4$66.2$1.17
2024Detailed filing. Detailed filing data is available for this year.$80.3$0.00$80.3$96.5$64.5$32.0
2023Detailed filing. Detailed filing data is available for this year.$48.3$4.00$44.3$23.5$11.9$11.6
2022Detailed filing. Detailed filing data is available for this year.$39.1$6.45$32.6$5.26$10.3$5.03
2021Detailed filing. Detailed filing data is available for this year.$45.1$7.43$37.7$30.0$35.3$5.29
2020Detailed filing. Detailed filing data is available for this year.$50.6$7.65$43.0$27.4$11.6$15.7
2019Detailed filing. Detailed filing data is available for this year.$31.9$4.70$27.2$29.4$17.8$11.6
2018Detailed filing. Detailed filing data is available for this year.$22.4$6.71$15.6$16.0$21.1$5.03
2017Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$73.5$68.7$4.71
2015Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$53.4$50.9$2.51
2014Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$72.6$66.2$6.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.00$21.8$76.1$67.7$8.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$0.00$13.4$60.6$67.1$6.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.1$0.00$20.1$62.8$91.8$29.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • NTEE B11 • <$500k nonprofits