Civic Intelligence

Sheet Metal Workers Local 24 Supplemental Unemployment Fund

990 • Fiscal year 2017 • EIN 31-1383887

Jun 01, 2016 to May 31, 2017 • Filed on Mar 02, 2018

Organization ProfileN/A

View Organization Page

2035 Reading RoadCincinnati, OH 45202-1415

(513) 872-7500

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.01x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.08x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$3,366

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

51st percentile

5.5%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$2,889,571

Up $295,181 (+11%) from 2015

Net Assets

Up

$2,860,421

Up $287,370 (+11%) from 2015

Liabilities

Up

$29,150

Up $7,811 (+37%) from 2015

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin91st percentile

Revenue

Up

$383,031

Up $84,991 (+29%) from 2015

Expenses

Down

$165,991

Down $65,536 (-28%) from 2015

Net Income

Up

$217,040

Up $150,527 (+226%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,782,645Liabilities 2012: $12,321Net Assets 2012: $2,770,3242012Assets 2013: $2,581,232Liabilities 2013: $13,195Net Assets 2013: $2,568,0372013Assets 2015: $2,594,390Liabilities 2015: $21,339Net Assets 2015: $2,573,0512015Assets 2017: $2,889,571Liabilities 2017: $29,150Net Assets 2017: $2,860,4212017Assets 2019: $3,102,636Liabilities 2019: $28,855Net Assets 2019: $3,073,7812019Assets 2020: $3,361,674Liabilities 2020: $33,362Net Assets 2020: $3,328,3122020Assets 2021: $3,354,886Liabilities 2021: $33,652Net Assets 2021: $3,321,2342021Assets 2022: $3,234,932Liabilities 2022: $41,515Net Assets 2022: $3,193,4172022

Highlighted filing

2017

Assets$2,889,571
Liabilities$29,150
Net Assets$2,860,421
Open 2017 Filing

Operations Trend

Revenue Growth72nd percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $357,1212012Expenses 2013: $492,0362013Revenue 2015: $298,040Expenses 2015: $231,527Net Income 2015: $66,5132015Revenue 2017: $383,031Expenses 2017: $165,991Net Income 2017: $217,0402017Revenue 2019: $340,642Expenses 2019: $214,404Net Income 2019: $126,2382019Revenue 2020: $369,625Expenses 2020: $197,965Net Income 2020: $171,6602020Revenue 2021: $288,728Expenses 2021: $394,150Net Income 2021: -$105,4222021Revenue 2022: $389,310Expenses 2022: $268,597Net Income 2022: $120,7132022

Highlighted filing

2017

Revenue$383,031
Expenses$165,991
Net Income$217,040
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Mar 2, 2018
Return Version
2016v3.0
Gross Receipts
$496,494
Mission and Program Overview

Mission

To provide supplemental unemployment benefits for eligible members of sheet metal workers local 24 including unemployment compensation, health and welfare premium payments, death benefits, disability benefits, and separation benefits.

Provide supplemental unemployment benefits for members of sheet metal workers local 24

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,642,398$2,860,421▲ $218,023
Investments in Publicly Traded Securities$2,488,579$2,527,638▲ $39,059
Cash and Non-Interest-Bearing Accounts$99,952$274,079▲ $174,127
Accounts Receivable$81,328$87,854▲ $6,526
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,669,859$2,889,571▲ $219,712
Liabilities
Accounts Payable and Accrued Expenses$27,461$29,150▲ $1,689
Total Liabilities$27,461$29,150▲ $1,689
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,642,398$2,860,421▲ $218,023
Total Liabilities and Net Assets / Fund Balance$2,669,859$2,889,571▲ $219,712
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleBaseTotal
Ivan PenningtonTrustee$3,366$3,366
Jack McdonaldTrustee$573$573

Board Members and Trustees

NameTitle
Greg JohnsonChairman
Jack BertoliTrustee
John Kuempel JrTrustee
Joseph BrinkerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$338,574
Investment Income
$44,328
Other Revenue
$129
Change in Net Assets
$217,040

Audited Revenue Reconciliation

Revenue per Audited Statements
$376,778
Revenue Not Reported on Financial Statements
$6,253
Revenue Not Reported on Form 990
$983
Total Revenue per Audited Statements
$377,761
Total Revenue per Form 990
$383,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,510
Salaries, Compensation, and Employee Benefits$3,939
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$101,542
Fees for Services Management---$27,804
Fees for Services Accounting---$9,995
Fees for Services Legal---$9,494
Fees for Service Investment Mgmnt Fees---$6,253
Conferences and Meetings---$4,606
Current Officers, Directors, Trustees, and Key Employees---$3,939
Depreciation Depletion---$624
Other Expenses---$8
Total Functional Expenses$0$0$0$165,991

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$165,991
Expenses per Audited Statements$159,738
Total Expenses per Audited Statements$159,738
Expenses Not Reported on Financial Statements$6,253
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 7A

“The contractors association appoints management trustees. The local union appoints labor trustees, either through direct election by the membership or by virtue of position held within the local union.”

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

“The administrator reviews the form 990 and then provides it to the board of trustees prior to its filing.”

Form 990, Part VI, Section B, line 12C

“The plan regularly monitors compliance with its conflict of interest policy. The trustees are also required to comply with the requirements of the employee retirement income security act of 1974 (erisa), as well as the internal revenue code (irc), and the attendant regulations adopted by both erisa and irc, with respect to the non-exempt prohibited transactions. A member of the plan's legal counsel attends each meeting of the trustees and monitors on an "as needed" basis for any activity that might give rise to potential conflicts of interest.”

Form 990, Part VI, Section C, line 19

“The plan will provide the form 990 upon written request. Governing documents are not provided to the public.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 24
EIN
31-1383887
Phone
5138727500
Address
2035 Reading Road, Cincinnati, OH 45202-1415

Signing Officer

Name
James Schlotman
Title
Administrator
Phone
5138727500
Signed
2018-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Schlotman
Formed
1993
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
70
Volunteers
0

Preparer

Firm
Clark Schaefer Hackett & Co
Address
10100 Innovation Drive, Dayton, OH 45342
Preparer
Anna M Helfen CPA
Phone
9372260070
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 5 & PART V, LINE 2A:

“W-2 issued by the organization are for benefits paid to member participants. There are no paid employees of the fund.”

FORM 990, PART XII, LINE 2C:

“The board of trustees is responsible for oversight of the independent audit. This process is consistent with the prior year.”

Raw XML Appendix378 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0W-2 ISSUED BY THE ORGANIZATION ARE FOR BENEFITS PAID TO MEMBER PARTICIPANTS. THERE ARE NO PAID EMPLOYEES OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONTRACTORS ASSOCIATION APPOINTS MANAGEMENT TRUSTEES. THE LOCAL UNION APPOINTS LABOR TRUSTEES, EITHER THROUGH DIRECT ELECTION BY THE MEMBERSHIP OR BY VIRTUE OF POSITION HELD WITHIN THE LOCAL UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ADMINISTRATOR REVIEWS THE FORM 990 AND THEN PROVIDES IT TO THE BOARD OF TRUSTEES PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN REGULARLY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. THE TRUSTEES ARE ALSO REQUIRED TO COMPLY WITH THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS WELL AS THE INTERNAL REVENUE CODE (IRC), AND THE ATTENDANT REGULATIONS ADOPTED BY BOTH ERISA AND IRC, WITH RESPECT TO THE NON-EXEMPT PROHIBITED TRANSACTIONS. A MEMBER OF THE PLAN'S LEGAL COUNSEL ATTENDS EACH MEETING OF THE TRUSTEES AND MONITORS ON AN "AS NEEDED" BASIS FOR ANY ACTIVITY THAT MIGHT GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN WILL PROVIDE THE FORM 990 UPON WRITTEN REQUEST. GOVERNING DOCUMENTS ARE NOT PROVIDED TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE INDEPENDENT AUDIT. THIS PROCESS IS CONSISTENT WITH THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 5 & PART V, LINE 2A:
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 B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0A&E Butscha Co
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1A W Farrell & Son Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2Airecon Manufacturing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3B & J JACOBS CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4Dalton Roofing Co
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5Duro Dyne Midwest Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6East Coast Metal Systems
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7Gaines Mechanical
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8Geiler Co
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9IMBUS ROOFING COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10KAHOE AIR BALANCE CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11Kirk & Blum Mfg Co
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12KRAMIG COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13Kuempel Service Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14Langdon Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15Metal AiRways LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16Northern Kentucky Heating & Cooling
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17Peck-Hannaford & Bnggs Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18Poynter Sheet Metal
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19JULIAN SPEER MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20Spring Grove Sheet Metal Co
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21Top Notch Sheet Metal LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22WM KRAMER & SON INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23VENTCON INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS INTL ASSOC LOCAL 24
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0311222567
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06550 POE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DAYTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045414
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02669859
IRS990/TotalAssetsEOYAmt02889571
IRS990/TotalAssetsGrp/BOYAmt02669859
IRS990/TotalAssetsGrp/EOYAmt02889571
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt070
IRS990/TotalFunctionalExpensesGrp/TotalAmt0165991
IRS990/TotalGrossUBIAmt044457
IRS990/TotalLiabilitiesBOYAmt027461
IRS990/TotalLiabilitiesEOYAmt029150
IRS990/TotalLiabilitiesGrp/BOYAmt027461
IRS990/TotalLiabilitiesGrp/EOYAmt029150
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02642398
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02860421
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0338574
IRS990/TotalReportableCompFromOrgAmt03939
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0338574
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0383031
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt044457
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02669859
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02889571
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02035 Reading Road
IRS990/USAddress/CityNm0Cincinnati
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0452021415
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SCHLOTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05138727500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sheet Metal Workers Local 24
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Supplemental Unemployment Fund
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0311383887
ReturnHeader/Filer/PhoneNum05138727500
ReturnHeader/Filer/USAddress/AddressLine1Txt02035 Reading Road
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452021415
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId074D9412761C455036067CF6D420EAB76D81E5701
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.142.191.122
ReturnHeader/FilingSecurityInformation/IPDt02018-03-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:00:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 Innovation Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045342
ReturnHeader/PreparerPersonGrp/PhoneNum09372260070
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNA M HELFEN CPA
ReturnHeader/ReturnTs02018-03-07T16:25:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,889,571
Liabilities
$29,150
Net assets
$2,860,421
Revenue
$383,031
Expenses
$165,991
Net income
$217,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.04$3.19$0.39$0.27$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.03$3.32$0.29$0.39$0.11
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.03$3.33$0.37$0.20$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.03$3.07$0.34$0.21$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.89$0.03$2.86$0.38$0.17$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.59$0.02$2.57$0.30$0.23$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.01$2.57$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.01$2.77$0.36