Civic Intelligence

St. Charles Preparatory School Endowment Fund

990 • Fiscal year 2017 • EIN 31-6332345

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A
250 East Broad Street No 1100Columbus, OH 43215

(614) 228-5775

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

85th percentile

21%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

20%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$18,065,476

Up $3,145,296 (+21%) from 2016

Net Assets

Up

$18,065,476

Up $3,145,296 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin93rd percentile

Revenue

Up

$1,756,286

Up $296,402 (+20%) from 2016

Expenses

Up

$690,678

Up $91,309 (+15%) from 2016

Net Income

Up

$1,065,608

Up $205,093 (+24%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$40M$30M$20M$10M$0Assets 2010: $8,351,557Liabilities 2010: $0Net Assets 2010: $8,351,5572010Assets 2011: $8,868,982Liabilities 2011: $0Net Assets 2011: $8,868,9822011Assets 2012: $10,304,150Liabilities 2012: $0Net Assets 2012: $10,304,1502012Assets 2013: $12,239,054Liabilities 2013: $0Net Assets 2013: $12,239,0542013Assets 2014: $12,882,009Liabilities 2014: $0Net Assets 2014: $12,882,0092014Assets 2015: $13,286,834Liabilities 2015: $0Net Assets 2015: $13,286,8342015Assets 2016: $14,920,180Liabilities 2016: $0Net Assets 2016: $14,920,1802016Assets 2017: $18,065,476Liabilities 2017: $0Net Assets 2017: $18,065,4762017Assets 2018: $17,339,172Liabilities 2018: $0Net Assets 2018: $17,339,1722018Assets 2019: $21,176,681Liabilities 2019: $0Net Assets 2019: $21,176,6812019Assets 2020: $23,442,298Liabilities 2020: $0Net Assets 2020: $23,442,2982020Assets 2021: $27,197,198Liabilities 2021: $0Net Assets 2021: $27,197,1982021Assets 2022: $24,707,091Liabilities 2022: $0Net Assets 2022: $24,707,0912022Assets 2023: $28,155,856Liabilities 2023: $0Net Assets 2023: $28,155,8562023Assets 2024: $31,337,173Liabilities 2024: $0Net Assets 2024: $31,337,1732024

Highlighted filing

2017

Assets$18,065,476
Liabilities$0
Net Assets$18,065,476
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $346,0322010Expenses 2011: $398,1912011Expenses 2012: $399,3302012Revenue 2013: $642,923Expenses 2013: $451,206Net Income 2013: $191,7172013Revenue 2014: $1,066,300Expenses 2014: $525,859Net Income 2014: $540,4412014Revenue 2015: $1,352,170Expenses 2015: $535,941Net Income 2015: $816,2292015Revenue 2016: $1,459,884Expenses 2016: $599,369Net Income 2016: $860,5152016Revenue 2017: $1,756,286Expenses 2017: $690,678Net Income 2017: $1,065,6082017Revenue 2018: $1,602,614Expenses 2018: $756,513Net Income 2018: $846,1012018Revenue 2019: $4,650,536Expenses 2019: $844,724Net Income 2019: $3,805,8122019Revenue 2020: $736,859Expenses 2020: $906,056Net Income 2020: -$169,1972020Revenue 2021: $2,619,034Expenses 2021: $1,020,846Net Income 2021: $1,598,1882021Revenue 2022: $3,036,964Expenses 2022: $1,102,811Net Income 2022: $1,934,1532022Revenue 2023: $1,545,532Expenses 2023: $1,270,552Net Income 2023: $274,9802023Revenue 2024: $2,857,602Expenses 2024: $1,337,898Net Income 2024: $1,519,7042024

Highlighted filing

2017

Revenue$1,756,286
Expenses$690,678
Net Income$1,065,608
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$4,350,585
Mission and Program Overview

Mission

To create an endowment fund for the benefit of st. Charles preparatory school in columbus, ohio.

To create an endowment fund for the benefit of st. Charles preparatory school in columbus, ohio

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,920,180$18,065,476▲ $3,145,296
Investments in Publicly Traded Securities$14,323,162$17,636,921▲ $3,313,759
Savings and Temporary Cash Investments$597,018$428,555▼ $168,463
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$14,920,180$18,065,476▲ $3,145,296
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,920,180$18,065,476▲ $3,145,296
Total Liabilities and Net Assets / Fund Balance$14,920,180$18,065,476▲ $3,145,296
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Timothy M KelleyChairman
John a GroeberTrustee
Kevin a WalshTrustee
Paul C MahlerTrustee
Paul HellerTrustee
Press SouthworthTrustee
Robert HornerTrustee
Thomas a RyanTrustee
Timothy FydaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,410,081
Program Service Revenue
$0
Investment Income
$346,205
Other Revenue
$0
All Other Contributions
$1,410,081
Change in Net Assets
$1,065,608
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$617,246
Other Expenses$73,432
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$617,246--$617,246
Fees for Service Investment Mgmnt Fees-$45,882-$45,882
Fees for Services Other-$24,000-$24,000
Fees for Services Accounting-$3,350-$3,350
Other Expenses-$200-$200
Total Functional Expenses$617,246$73,432$0$690,678
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saint Charles Preparatory SchoolColumbus, OH170(b)(1)(a)(ii)Provide Scholarship Aid to Selected Students and Aid Directly to the School in Direct Subsidies Which Were Approved by the Trustees, as Selected by a Committee of School Faculty. Funding for Teacher Recruitment and Retention, Improvements to Technology and Building Expansion.$617,246
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
Annual disclosure for covered persons
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 2

“Trustee who is an attorney does legal work for another trustee. A trustee provides financial services for another trustee.”

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

“Copy provided to trustee via email and follow up telephone conference with trustee on return.”

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

“Biannual meetings of trustees address fund operations, the involvement of any trustee and whether a conflict arises. No trustee has had a conflict during the tax year.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
St Charles Preparatory
EIN
31-6332345
Phone
6142285775
Address
250 EAST BROAD STREET NO 1100, COLUMBUS, OH 43215

Signing Officer

Name
Timothy M Kelley
Title
Chairman
Phone
6142285775
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy M Kelley
Formed
1988
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
KAGAY & SCHELLHAAS CPA'S LLC
Address
141 EAST TOWN STREET SUITE 300, COLUMBUS, OH 43215
Preparer
Jeffrey C Schellhaas
Phone
6142284370
Raw XML Appendix395 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/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO THE SCHOOL FOR FINANCIAL AID TO STUDENTS, TEACHER RECRUITMENT AND RETENTION, IMPROVEMENTS TO TECHNOLOGY AND BUILDING EXPANSION. THE ORGANIZATION ONLY SUPPORTS THE SCHOOL. THE FINANCIAL AID PROVIDED TO THE SCHOOL FOR THESE PURPOSES DIRECTLY ASSISTS THE SCHOOL WITH ITS CHARITABLE EDUCATION AND RELIGIOUS MISSION, BY ALLOWING MORE RESOURCES TO THE SCHOOL TO SERVE A BROAD SPECTRUM OF SOCIO-ECONOMIC CLASSES WITHIN ITS STUDENT BODY. PART OF THE SCHOOL'S MISSION IS TO TURN AWAY NO STUDENT FOR ECONOMIC REASONS. IF THE ORGANIZATION DID NOT PROVIDE SUCH FINANCIAL AID TO THE SCHOOL, THE SCHOOL WOULD BE FORCED TO RAISE TUITION, SEEK ADDITIONAL SOURCES OF FUNDS FROM DONORS, REDUCE OVERHEAD, AND POSSIBLY NOT BE ABLE TO FULFILL THIS PART OF ITS MISSION. THE SCHOOL'S CURRICULUM COULD ALSO SUFFER WITHOUT QUALIFIED TEACHERS, AND STATE OF THE ART TECHOLOGY AND FACILITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION, PURSUANT TO ITS MISSION, MUST SUPPORT THE ADMINISTRATION, FACULTY, STAFF AND STUDENTS OF ST. CHARLES PREPARATORY SCHOOL, A CATHOLIC HIGH SCHOOL IN COLUMBUS, OHIO (THE "SCHOOL").
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE E LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION D, LINE 2
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0314379501
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0617246
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAINT CHARLES PREPARATORY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0617246
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0617246
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(B)(1)(A)(II)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE SCHOLARSHIP AID TO SELECTED STUDENTS AND AID DIRECTLY TO THE SCHOOL IN DIRECT SUBSIDIES WHICH WERE APPROVED BY THE TRUSTEES, AS SELECTED BY A COMMITTEE OF SCHOOL FACULTY. FUNDING FOR TEACHER RECRUITMENT AND RETENTION, IMPROVEMENTS TO TECHNOLOGY AND BUILDING EXPANSION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAINT CHARLES PREPARATORY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0314379501
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02010 EAST BROAD STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043209
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE WHO IS AN ATTORNEY DOES LEGAL WORK FOR ANOTHER TRUSTEE. A TRUSTEE PROVIDES FINANCIAL SERVICES FOR ANOTHER TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY PROVIDED TO TRUSTEE VIA EMAIL AND FOLLOW UP TELEPHONE CONFERENCE WITH TRUSTEE ON RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BIANNUAL MEETINGS OF TRUSTEES ADDRESS FUND OPERATIONS, THE INVOLVEMENT OF ANY TRUSTEE AND WHETHER A CONFLICT ARISES. NO TRUSTEE HAS HAD A CONFLICT DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BusinessNameLine1Txt0SAINT CHARLES PREPARATORY SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0314379501
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0170(B)(1)(A)(II)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02010 EAST BROAD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0COLUMBUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043209
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/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt014920180
IRS990/TotalAssetsEOYAmt018065476
IRS990/TotalAssetsGrp/BOYAmt014920180
IRS990/TotalAssetsGrp/EOYAmt018065476
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01410081
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt073432
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0617246
IRS990/TotalFunctionalExpensesGrp/TotalAmt0690678
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014920180
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt018065476
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0617246
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0346317
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-112
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01756286
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014920180
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt018065476
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0250 EAST BROAD STREET
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043215
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY M KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06142285775
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST CHARLES PREPARATORY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STCH
ReturnHeader/Filer/EIN0316332345
ReturnHeader/Filer/PhoneNum06142285775
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 EAST BROAD STREET NO 1100
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId021904E470A8FD1962BB6E3F3C47ED939F46A8D4D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B781616B597C35F624819F25657C5E370ED29639
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.134.108.226
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:41:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310919888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAGAY & SCHELLHAAS CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0141 EAST TOWN STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043215
ReturnHeader/PreparerPersonGrp/PhoneNum06142284370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY C SCHELLHAAS
ReturnHeader/ReturnTs02018-11-15T09:50:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$18,065,476
Liabilities
$0
Net assets
$18,065,476
Revenue
$1,756,286
Expenses
$690,678
Net income
$1,065,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$2.86$1.34$1.52
2023Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$1.55$1.27$0.27
2022Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$3.04$1.10$1.93
2021Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$2.62$1.02$1.60
2020Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$0.74$0.91$0.17
2019Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$4.65$0.84$3.81
2018Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.60$0.76$0.85
2017Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.76$0.69$1.07
2016Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$1.46$0.60$0.86
2015Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.35$0.54$0.82
2014Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.07$0.53$0.54
2013Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.64$0.45$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.00$10.3$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.87$0.00$8.87$0.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.35$0.00$8.35$0.35