Civic Intelligence

The Attorney - CPA Foundation

990 • Fiscal year 2017 • EIN 34-1287607

Jul 01, 2016 to Jun 30, 2017 • Filed on May 03, 2018

26949 Chagrin BlvdBeachwood, OH 44122-4320

(216) 360-8253

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

82nd percentile

28%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

192%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$521,092

Up $113,603 (+28%) from 2016

Net Assets

Up

$521,092

Up $113,603 (+28%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$141,946

Up $93,332 (+192%) from 2016

Expenses

Up

$27,852

Up $4,657 (+20%) from 2016

Net Income

Up

$114,094

Up $88,675 (+349%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $327,912Liabilities 2013: $5,443Net Assets 2013: $322,4692013Assets 2014: $337,178Net Assets 2014: $337,1782014Assets 2015: $382,070Net Assets 2015: $382,0702015Assets 2016: $407,489Net Assets 2016: $407,4892016Assets 2017: $521,092Liabilities 2017: $0Net Assets 2017: $521,0922017Assets 2018: $537,171Liabilities 2018: $0Net Assets 2018: $537,1712018Assets 2019: $526,557Liabilities 2019: $0Net Assets 2019: $526,5572019Assets 2020: $538,758Liabilities 2020: $0Net Assets 2020: $538,7582020Assets 2021: $1,574,116Liabilities 2021: $0Net Assets 2021: $1,574,1162021Assets 2022: $1,687,152Liabilities 2022: $0Net Assets 2022: $1,687,1522022Assets 2023: $1,697,053Liabilities 2023: $0Net Assets 2023: $1,697,0532023Assets 2024: $1,735,910Liabilities 2024: $0Net Assets 2024: $1,735,9102024

Highlighted filing

2017

Assets$521,092
Liabilities$0
Net Assets$521,092

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $50,886Expenses 2013: $26,466Net Income 2013: $24,4202013Revenue 2014: $32,183Expenses 2014: $17,474Net Income 2014: $14,7092014Revenue 2015: $67,582Expenses 2015: $22,690Net Income 2015: $44,8922015Revenue 2016: $48,614Expenses 2016: $23,195Net Income 2016: $25,4192016Revenue 2017: $141,946Expenses 2017: $27,852Net Income 2017: $114,0942017Revenue 2018: $45,569Expenses 2018: $29,490Net Income 2018: $16,0792018Revenue 2019: $25,874Expenses 2019: $36,488Net Income 2019: -$10,6142019Revenue 2020: $47,392Expenses 2020: $35,191Net Income 2020: $12,2012020Revenue 2021: $1,084,086Expenses 2021: $48,729Net Income 2021: $1,035,3572021Revenue 2022: $154,383Expenses 2022: $41,345Net Income 2022: $113,0382022Revenue 2023: $53,201Expenses 2023: $24,200Net Income 2023: $29,0012023Revenue 2024: $121,513Expenses 2024: $101,756Net Income 2024: $19,7572024

Highlighted filing

2017

Revenue$141,946
Expenses$27,852
Net Income$114,094
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 3, 2018
Return Version
2016v3.0
Gross Receipts
$286,248
Mission and Program Overview

Mission

Provide Educational, Scholarships and Grants.

Provide Educational, Scholarships and Grants. Promotes education of individuals studying in Law and Accounting with special emphasis on areas where these two fields intersect.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$336,605$452,859▲ $116,254
Cash and Non-Interest-Bearing Accounts$70,884$68,233▼ $2,651
Total Assets$407,489$521,092▲ $113,603
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$299,146$416,104▲ $116,958
Unrestricted Net Assets$108,343$104,988▼ $3,355
Total Net Assets Fund Balance$407,489$521,092▲ $113,603
Total Liabilities and Net Assets / Fund Balance$407,489$521,092▲ $113,603
Compensation and Service Providers

Board Members and Trustees

NameTitle
Patti M RichardsPresident/Trustee
Sydney TraumExecutive Vice President/Trustee
Marty DavidoffVice President of Education
David BergerAssistant Treasurer / Trustee
Thomas MccullochSecretary / Trustee
Robert SchararTreasurer / Trustee
John PrambergTrustee
Joseph BrothertonTrustee
Leonard WeinerTrustee
Philip BrentTrustee
R Stephen ScottTrustee
Richard AlphonsoTrustee
Richard OrinTrustee
Walter C Youngman JrTrustee
Howard PortAssistant Sec / Treas
Ralph SwitzerVice Pres. Essay Contest
Allen D WebsterVice Pres. of Scholarships
Revenue and Support

Revenue Composition

Contributions and Grants
$121,050
Program Service Revenue
$0
Investment Income
$20,896
Other Revenue
$0
All Other Contributions
$121,050
Change in Net Assets
$114,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,500
Other Expenses$12,352
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,500--$15,500
Fees for Service Investment Mgmnt Fees$5,386$0$0$5,386
All Other Expenses$4,294$0$0$4,294
Fees for Services Accounting$0$2,200$0$2,200
Other Expenses$100$0$0$100
Total Functional Expenses$25,652$2,200$0$27,852
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
No
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, Line 9

Patti M Richards 2973 Hardman Court, NE Atlanta GA 30305

Form 990, Part VI, Line 9

Sydney Traum 55 South Prosect Drive Coral Gables FL 33133

Form 990, Part VI, Line 9

Ralph Switzer 5335 Pheasant Lane Fort Collins CO 80524

Form 990, Part VI, Line 9

Marty Davidoff PO Box 835 Dayton NJ 08810

Form 990, Part VI, Line 9

Allen D Webster PO Box 728 Burlington VA 05402

Form 990, Part VI, Line 9

Thomas McCulloch 5559 San Felipe, Ste 900 Houston TX 77056

Form 990, Part VI, Line 9

Robert Scharar 791 Town & CountryBlvd., #250 Houston TX 77024

Form 990, Part VI, Line 9

Howard Port 5730 Commons Park Dr East Syracuse NY 13057

Form 990, Part VI, Line 9

David Berger 4338 1/2 Laurel Canyon Blvd Studio City CA 91604

Form 990, Part VI, Line 9

Richard Orin 1333 Broadway New York NY 10018

Form 990, Part VI, Line 9

Richard Alphonso 5599 San Felipe, Suite 900 Houston TX 77056

Form 990, Part VI, Line 9

Philip D. Brent 4949 Genesta Ave #410 Encino CA 91316

Form 990, Part VI, Line 9

John Pramberg 102 State Street, PO Box 455 Newburyport MA 01950

Form 990, Part VI, Line 9

R. Stephen Scott 611 East Monroe St., #200 Springfield IL 62701

Form 990, Part VI, Line 9

Joseph Brotherton 2900 NE Blakeley St.,Suite B Seattle WA 98105

Form 990, Part VI, Line 9

Leonard R Weiner 5599 San Felipe, #900 Houston TX 77056

Form 990, Part VI, Line 9

Walter C Youngman Jr. 1981 N Broadway#300 Walnut Creek CA 94596

Filing and Contact Details

Filer

Filer Name
The Attorney - CPA Foundation
EIN
34-1287607
Phone
2163608253
Address
26949 Chagrin Blvd, Beachwood, OH 44122-4320

Signing Officer

Name
Robert Scharar
Title
Treasurer / Trustee
Phone
2163608253
Signed
2018-05-03
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
Stephen Freireich CPA
Address
26949 CHAGRIN BLVD STE 208, BEACHWOOD, OH 44122
Preparer
Stephen Freireich CPA
Phone
2163608253
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The 990 will be available to all memebers on the web site.

Pt VI, Line 6

There are members in this organization.

Pt VI, Line 7A

Members appoint other members of the governing body.

Form 990EZ, Part I, Line 10

Scholarships; scholarship; university of new orleans: 2000 lakeshore drive, new orleans, la, 70148;

Form 990EZ, Part I, Line 10

Scholarship; scholarship; baruch college fund: one bernard baruch way, box a 1603, new york, ny, 100

Form 990EZ, Part I, Line 10

Scholarship; scholarship; university of new orleans: 2000 lakeshore drive, new orleans, la, 70148; s

Form 990EZ, Part I, Line 16

Account fees 5386.

Form 990EZ, Part I, Line 16

Misc expenses 180.

Form 990EZ, Part I, Line 16

Web Site expenses 192.

Form 990EZ, Part I, Line 16

State Filing fees 100.

Form 990EZ, Part I, Line 16

Insurance

Form 990EZ, Part I, Line 16

Education expense 3000.

Form 990EZ, Part II, Line 24

Scholarship / Mentor Funds 75229. 88962.

Form 990EZ, Part II, Line 24

Other Funds 261376. 363897.

Form 990, Part IX, Line 24E

Education Expense 3000. 3000. 0. 0.

Form 990, Part IX, Line 24E

Printing & postage 1294. 1294. 0. 0.

Raw XML Appendix399 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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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 will be available to all memebers on the web site.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are members in this organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members appoint other members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS; SCHOLARSHIP; UNIVERSITY OF NEW ORLEANS: 2000 LAKESHORE DRIVE, NEW ORLEANS, LA, 70148;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP; SCHOLARSHIP; BARUCH COLLEGE FUND: ONE BERNARD BARUCH WAY, BOX A 1603, NEW YORK, NY, 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIP; SCHOLARSHIP; UNIVERSITY OF NEW ORLEANS: 2000 LAKESHORE DRIVE, NEW ORLEANS, LA, 70148; S
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Account fees 5386.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Misc expenses 180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Web Site expenses 192.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9State Filing fees 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Insurance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Education expense 3000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Scholarship / Mentor Funds 75229. 88962.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Other Funds 261376. 363897.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Patti M Richards 2973 Hardman Court, NE Atlanta GA 30305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Sydney Traum 55 South Prosect Drive Coral Gables FL 33133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Ralph Switzer 5335 Pheasant Lane Fort Collins CO 80524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Marty Davidoff PO Box 835 Dayton NJ 08810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Allen D Webster PO Box 728 Burlington VA 05402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Thomas McCulloch 5559 San Felipe, Ste 900 Houston TX 77056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Robert Scharar 791 Town & CountryBlvd., #250 Houston TX 77024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Howard Port 5730 Commons Park Dr East Syracuse NY 13057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22David Berger 4338 1/2 Laurel Canyon Blvd Studio City CA 91604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Richard Orin 1333 Broadway New York NY 10018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Richard Alphonso 5599 San Felipe, Suite 900 Houston TX 77056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Philip D. Brent 4949 Genesta Ave #410 Encino CA 91316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26John Pramberg 102 State Street, PO Box 455 Newburyport MA 01950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27R. Stephen Scott 611 East Monroe St., #200 Springfield IL 62701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Joseph Brotherton 2900 NE Blakeley St.,Suite B Seattle WA 98105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Leonard R Weiner 5599 San Felipe, #900 Houston TX 77056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Walter C Youngman Jr. 1981 N Broadway#300 Walnut Creek CA 94596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Education Expense 3000. 3000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Printing & postage 1294. 1294. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Form 990, Part IX, Line 24e
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0407489
IRS990/TotalAssetsEOYAmt0521092
IRS990/TotalAssetsGrp/BOYAmt0407489
IRS990/TotalAssetsGrp/EOYAmt0521092
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0121050
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02200
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025652
IRS990/TotalFunctionalExpensesGrp/TotalAmt027852
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0407489
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0521092
IRS990/TotalProgramServiceExpensesAmt025652
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020896
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141946
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0407489
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0521092
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0108343
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0104988
IRS990/USAddress/AddressLine1Txt0791 Town Country Blvd 250
IRS990/USAddress/CityNm0Huston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077024
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SCHARAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER / TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02163608253
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Attorney - CPA Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ATTO
ReturnHeader/Filer/EIN0341287607
ReturnHeader/Filer/PhoneNum02163608253
ReturnHeader/Filer/USAddress/AddressLine1Txt026949 Chagrin Blvd
ReturnHeader/Filer/USAddress/CityNm0Beachwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441224320
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A6214DE53C87B07E7BFA18D0AB1372597EF26A7B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A6214DE53C87B07E7BFA18D0AB1372597EF26A7B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.36.191.194
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:15:10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN FREIREICH CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026949 CHAGRIN BLVD STE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEACHWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044122
ReturnHeader/PreparerPersonGrp/PhoneNum02163608253
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN FREIREICH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T13:15:23-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.12$0.10$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.05$0.02$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.15$0.04$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$1.08$0.05$1.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.05$0.04$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.03$0.04$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.05$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.14$0.03$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.05$0.02$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.07$0.02$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.03$0.02$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.01$0.32$0.05$0.03$0.02