Civic Intelligence

Voluntary Benefits Plan for Retired Employees of White Motor Corporation

990 • Fiscal year 2016 • EIN 34-1388262

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 03, 2017

26301 CURTISS-WRIGHT PARKWAY SuiteRichmond Hts, OH 44143

(216) 261-8414

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.03x

Higher debt load relative to revenue than 49% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

5th percentile

-52%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

62nd percentile

$51,576

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

18th percentile

-9.2%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

8.8%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$16,242,336

Down $1,651,053 (-9.2%) from 2015

Net Assets

Down

$16,170,963

Down $1,647,589 (-9.2%) from 2015

Liabilities

Down

$71,373

Down $3,464 (-4.6%) from 2015

Revenue

Up

$2,095,662

Up $168,903 (+8.8%) from 2015

Expenses

Down

$3,176,645

Down $342,910 (-9.7%) from 2015

Net Income

Up

-$1,080,983

Up $511,813 (+32%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $25,607,660Liabilities 2010: $59,661Net Assets 2010: $25,547,9992010Assets 2011: $23,040,901Liabilities 2011: $65,202Net Assets 2011: $22,975,6992011Assets 2013: $22,945,386Liabilities 2013: $83,234Net Assets 2013: $22,862,1522013Assets 2014: $21,071,467Liabilities 2014: $54,937Net Assets 2014: $21,016,5302014Assets 2015: $17,893,389Liabilities 2015: $74,837Net Assets 2015: $17,818,5522015Assets 2016: $16,242,336Liabilities 2016: $71,373Net Assets 2016: $16,170,9632016Assets 2017: $15,561,985Liabilities 2017: $32,169Net Assets 2017: $15,529,8162017Assets 2018: $13,405,269Liabilities 2018: $21,888Net Assets 2018: $13,383,3812018Assets 2019: $13,156,995Liabilities 2019: $15,945Net Assets 2019: $13,141,0502019Assets 2020: $12,472,762Liabilities 2020: $11,663Net Assets 2020: $12,461,0992020Assets 2021: $11,587,940Liabilities 2021: $7,388Net Assets 2021: $11,580,5522021Assets 2022: $9,326,394Liabilities 2022: $29,468Net Assets 2022: $9,296,9262022Assets 2023: $8,958,504Liabilities 2023: $1,839Net Assets 2023: $8,956,6652023Assets 2024: $8,309,716Liabilities 2024: $4,139Net Assets 2024: $8,305,5772024

Highlighted filing

2016

Assets$16,242,336
Liabilities$71,373
Net Assets$16,170,963

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,559,6692010Expenses 2011: $3,401,0042011Revenue 2013: $2,645,278Expenses 2013: $3,839,726Net Income 2013: -$1,194,4482013Revenue 2014: $2,439,627Expenses 2014: $3,770,095Net Income 2014: -$1,330,4682014Revenue 2015: $1,926,759Expenses 2015: $3,519,555Net Income 2015: -$1,592,7962015Revenue 2016: $2,095,662Expenses 2016: $3,176,645Net Income 2016: -$1,080,9832016Revenue 2017: $1,002,317Expenses 2017: $2,683,314Net Income 2017: -$1,680,9972017Revenue 2018: $1,745,711Expenses 2018: $2,245,575Net Income 2018: -$499,8642018Revenue 2019: $6,512,912Expenses 2019: $2,110,711Net Income 2019: $4,402,2012019Revenue 2020: $599,127Expenses 2020: $1,678,625Net Income 2020: -$1,079,4982020Revenue 2021: $1,642,016Expenses 2021: $1,344,221Net Income 2021: $297,7952021Revenue 2022: $59,410Expenses 2022: $1,283,820Net Income 2022: -$1,224,4102022Revenue 2023: $205,411Expenses 2023: $873,191Net Income 2023: -$667,7802023Revenue 2024: -$520,187Expenses 2024: $885,310Net Income 2024: -$1,405,4972024

Highlighted filing

2016

Revenue$2,095,662
Expenses$3,176,645
Net Income-$1,080,983
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 3, 2017
Return Version
2016v3.1
Gross Receipts
$11,848,877
Mission and Program Overview

Mission

To provide health benefits and death benefits to retirees of white motor corporation.

To provide health and death benefits to retirees of white motor corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$17,818,552$16,170,963▼ $1,647,589
Investments in Publicly Traded Securities$17,042,434$14,056,047▼ $2,986,387
Savings and Temporary Cash Investments$522,468$1,909,043▲ $1,386,575
Cash and Non-Interest-Bearing Accounts$243,517$193,225▼ $50,292
Prepaid Expenses and Deferred Charges$79,294$83,868▲ $4,574
Accounts Receivable$5,676$153▼ $5,523
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$17,893,389$16,242,336▼ $1,651,053
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$67,413$63,198▼ $4,215
Deferred Revenue$7,424$8,175▲ $751
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$74,837$71,373▼ $3,464
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,818,552$16,170,963▼ $1,647,589
Total Liabilities and Net Assets / Fund Balance$17,893,389$16,242,336▼ $1,651,053
Compensation and Service Providers

Employees

NameTitleBaseTotal
Wells Fargo BankTrustee$51,576$51,576
John T Grigsby JrBenefits Committee Chair$26,420$26,420
Richard LichtensteinBenefits Committee Member$13,500$13,500
Doris RerichaBenefits Committee Member$7,957$7,957
Chester MusielBenefits Committee Member$6,189$6,189

Board Members and Trustees

NameTitle
Renee Turner BaileyBenefits Committee Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefits Administrative ServicesContract Admin.26301 CURTISS-WRIGHT PARKWAY 105, Richmond Hts, OH 44143$119,010
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$179,483
Investment Income
$1,916,179
Other Revenue
$0
Change in Net Assets
$-1,080,983

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,095,662
Revenue Not Reported on Form 990
$-566,606
Total Revenue per Audited Statements
$1,529,056
Total Revenue per Form 990
$2,095,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$381,923
Salaries, Compensation, and Employee Benefits$108,136
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,686,586
Fees for Services Other---$279,951
Current Officers, Directors, Trustees, and Key Employees---$108,136
Fees for Services Accounting---$43,575
Fees for Services Legal---$39,600
Insurance---$13,360
Other Expenses---$5,437
Total Functional Expenses$0$0$0$3,176,645

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,176,645
Total Expenses per Audited Statements$3,176,645
Total Expenses per Form 990$3,176,645
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A, LINE 8B:

The organization does not have separate committees.

PART VI, SECTION B, LINE 11:

A draft of the return is provided to the chair of the benefits committee for review and comment prior to filing.

PART VI, SECTION C, LINE 19:

The organization makes its governing documents and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Voluntary Benefits Plan for Retired
EIN
34-1388262
In Care Of
% JANIS L BAIR
Phone
2162618414
Address
26301 CURTISS-WRIGHT PARKWAY Suite, RICHMOND HTS, OH 44143

Signing Officer

Name
John T Grigsby Jr
Title
Officer
Phone
2162618414
Signed
2017-10-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John T Grigsby Jr
Formed
1983
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Bdo USA Llp
Address
32125 SOLON ROAD, SOLON, OH 44139
Preparer
Kenneth L Levine
Phone
4402488787
Supplemental Narrative

Financial Statement Notes

Sch D, Part X, Line 2

The trust funding the plan has received an exemption letter from the internal revenue service dated january 22, 1992, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (the "code") as a voluntary employee beneficiary association. The plan and trust are required to operate in conformity with the code to maintain the tax-exempt status of the trust. The plan administrator believes the plan is being operated in compliance with the applicable requirements of the code and, therefore, believes the related trust is tax exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination be the tax authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2016 and 2015, there are no uncertain positions taken or expected to be taken that would require recognition of liability (or asset)or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress.

Raw XML Appendix389 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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IRS990/OtherLiabilitiesGrp/BOYAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt079294
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt083868
IRS990/PrincipalOfficerNm0JOHN T GRIGSBY JR
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IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1CMS SUBSIDY
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1157130
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022353
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1157130
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02960974
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01682074
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0496217
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0244685
IRS990/PYRevenuesLessExpensesAmt0-1592796
IRS990/PYSalariesCompEmpBnftPaidAmt062364
IRS990/PYTotalExpensesAmt03519555
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01926759
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1080983
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt017818552
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt016170963
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0522468
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01909043
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt03176645
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-566606
IRS990ScheduleD/RevenueNotReportedAmt0-566606
IRS990ScheduleD/RevenueSubtotalAmt02095662
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED JANUARY 22, 1992, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (THE "CODE") AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE AND, THEREFORE, BELIEVES THE RELATED TRUST IS TAX EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BE THE TAX AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2016 AND 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF LIABILITY (OR ASSET)OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH D, PART X, LINE 2
IRS990ScheduleD/TotalExpensesPerForm990Amt03176645
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt02095662
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01529056
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03176645
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE SEPARATE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE RETURN IS PROVIDED TO THE CHAIR OF THE BENEFITS COMMITTEE FOR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION C, LINE 19:
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt017893389
IRS990/TotalAssetsEOYAmt016242336
IRS990/TotalAssetsGrp/BOYAmt017893389
IRS990/TotalAssetsGrp/EOYAmt016242336
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03176645
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt071373
IRS990/TotalLiabilitiesGrp/BOYAmt074837
IRS990/TotalLiabilitiesGrp/EOYAmt071373
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017818552
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016170963
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0179483
IRS990/TotalReportableCompFromOrgAmt0105642
IRS990/TotalRevenueGrp/ExclusionAmt01916179
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0179483
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02095662
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017893389
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016242336
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY1
IRS990/USAddress/CityNm0RICHMOND HTS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044143
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN T GRIGSBY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VOLUNTARY BENEFITS PLAN FOR RETIRED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES OF WHITE MOTOR CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0VOLU
ReturnHeader/Filer/EIN0341388262
ReturnHeader/Filer/InCareOfNm0% JANIS L BAIR
ReturnHeader/Filer/PhoneNum02162618414
ReturnHeader/Filer/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY Suite
ReturnHeader/Filer/USAddress/CityNm0RICHMOND HTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044143
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08C70FE1CCBDA104FAEB314B1D455D5075C5F4CC1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078143284080E0ED267DEFE2B4A8A3019B4683EE8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034986820173135000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.31.46.4
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032125 SOLON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044139
ReturnHeader/PreparerPersonGrp/PhoneNum04402488787
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth L Levine
ReturnHeader/ReturnTs02017-11-09T10:54:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.31$0.00$8.31$0.52$0.89$1.41
2023Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.21$0.87$0.67
2022Detailed filing. Detailed filing data is available for this year.$9.33$0.03$9.30$0.06$1.28$1.22
2021Detailed filing. Detailed filing data is available for this year.$11.6$0.01$11.6$1.64$1.34$0.30
2020Detailed filing. Detailed filing data is available for this year.$12.5$0.01$12.5$0.60$1.68$1.08
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.02$13.1$6.51$2.11$4.40
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.02$13.4$1.75$2.25$0.50
2017Detailed filing. Detailed filing data is available for this year.$15.6$0.03$15.5$1.00$2.68$1.68
2016Detailed filing. Detailed filing data is available for this year.$16.2$0.07$16.2$2.10$3.18$1.08
2015Detailed filing. Detailed filing data is available for this year.$17.9$0.07$17.8$1.93$3.52$1.59
2014Detailed filing. Detailed filing data is available for this year.$21.1$0.05$21.0$2.44$3.77$1.33
2013Detailed filing. Detailed filing data is available for this year.$22.9$0.08$22.9$2.65$3.84$1.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$0.07$23.0$3.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$0.06$25.5$3.56