Civic Intelligence

Montessori School of Elkhart Inc.

990 • Fiscal year 2014 • EIN 35-1136500

Aug 01, 2013 to Jul 31, 2014 • Filed on Oct 15, 2014

Organization ProfileN/A
One Montessori Drive46514

(574) 264-3037

Siviq Scores

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

Liabilities / Assets

68th percentile

0.19x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

71st percentile

0.18x

Higher debt load relative to revenue than 71% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

81st percentile

$77,573

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$506,400

Up $69,026 (+16%) from 2013

Net Assets

Up

$411,792

Up $83,555 (+25%) from 2013

Liabilities

Down

$94,608

Down $14,529 (-13%) from 2013

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin74th percentile

Revenue

$531,175

No earlier filing loaded for comparison.

Expenses

Up

$447,620

Up $34,858 (+8.4%) from 2013

Net Income

$83,555

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$1.0M$500K$0Assets 2012: $389,093Liabilities 2012: $114,835Net Assets 2012: $274,2582012Assets 2013: $437,374Liabilities 2013: $109,137Net Assets 2013: $328,2372013Assets 2014: $506,400Liabilities 2014: $94,608Net Assets 2014: $411,7922014Assets 2015: $525,371Liabilities 2015: $80,485Net Assets 2015: $444,8862015Assets 2017: $596,414Liabilities 2017: $36,804Net Assets 2017: $559,6102017Assets 2019: $713,538Liabilities 2019: $28,714Net Assets 2019: $684,8242019Assets 2020: $802,015Liabilities 2020: $118,270Net Assets 2020: $683,7452020Assets 2021: $851,772Liabilities 2021: $171,556Net Assets 2021: $680,2162021Assets 2022: $885,154Liabilities 2022: $169,462Net Assets 2022: $715,6922022Assets 2023: $788,571Liabilities 2023: $35,500Net Assets 2023: $753,0712023

Highlighted filing

2014

Assets$506,400
Liabilities$94,608
Net Assets$411,792
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KExpenses 2012: $410,7102012Expenses 2013: $412,7622013Revenue 2014: $531,175Expenses 2014: $447,620Net Income 2014: $83,5552014Revenue 2015: $508,670Expenses 2015: $475,576Net Income 2015: $33,0942015Revenue 2017: $451,676Expenses 2017: $384,566Net Income 2017: $67,1102017Revenue 2019: $517,155Expenses 2019: $451,551Net Income 2019: $65,6042019Revenue 2020: $477,526Expenses 2020: $478,605Net Income 2020: -$1,0792020Revenue 2021: $530,554Expenses 2021: $534,083Net Income 2021: -$3,5292021Revenue 2022: $609,274Expenses 2022: $575,690Net Income 2022: $33,5842022Revenue 2023: $615,050Expenses 2023: $577,671Net Income 2023: $37,3792023

Highlighted filing

2014

Revenue$531,175
Expenses$447,620
Net Income$83,555
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Oct 15, 2014
Return Version
2013v3.0
Gross Receipts
$549,392
Mission and Program Overview

Mission

To operate a private school which offers education to children in preschool through elementary and other related programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$268,362$258,497▼ $9,865
Cash and Non-Interest-Bearing Accounts$108,743$171,375▲ $62,632
Accounts Receivable$34,626$50,824▲ $16,198
Savings and Temporary Cash Investments$21,040$21,279▲ $239
Inventories for Sale or Use$4,603$4,425▼ $178
Total Assets$437,374$506,400▲ $69,026
Liabilities
Mortgage Notes Payable Secured by Investment Property$63,193$49,495▼ $13,698
Accounts Payable and Accrued Expenses$21,107$22,874▲ $1,767
Deferred Revenue$24,837$22,239▼ $2,598
Total Liabilities$109,137$94,608▼ $14,529
Net Assets / Fund Balance
Unrestricted Net Assets$328,237$411,792▲ $83,555
Total Net Assets Fund Balance$328,237$411,792▲ $83,555
Total Liabilities and Net Assets / Fund Balance$437,374$506,400▲ $69,026

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$126,324$350,041$476,365
Land$127,878-$127,878
Equipment$4,295$72,973$77,268
Other Land Buildings$0$14,512$14,512
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Chris MillerDirectorFT$77,573$77,573

Board Members and Trustees

NameTitle
Nancy LefeverPresident
Brandon MarriottVice President
George VasbinderSecretary
Mike BakerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$500,285
Investment Income
$477
Other Revenue
$30,413
Change in Net Assets
$83,555

Audited Revenue Reconciliation

Revenue per Audited Statements
$531,175
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,217
Total Revenue per Audited Statements
$549,392
Total Revenue per Form 990
$531,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$359,951
Other Expenses$87,669
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$213,723$31,335-$245,058
Current Officers, Directors, Trustees, and Key Employees-$77,573-$77,573
Occupancy$33,199--$33,199
Payroll Taxes$16,036$8,066-$24,102
Depreciation Depletion$17,345--$17,345
Other Employee Benefits-$13,218-$13,218
Office Expenses$4,617$7,412-$12,029
Interest$2,988--$2,988
Fees for Services Accounting-$1,300-$1,300
Conferences and Meetings$1,238--$1,238
Other Expenses-$677-$677
All Other Expenses-$659-$659
Advertising-$230-$230
Total Functional Expenses$289,146$158,474$0$447,620

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$465,837
Expenses per Audited Statements$447,620
Total Expenses per Form 990$447,620
Expenses Not Reported on Form 990$18,217
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,630
Fundraising Direct Expenses$18,217
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$30,281$30,281$10,177$20,104
Event 2$4,407$4,407-$4,407
Total Events$48,630$48,630$18,217$30,413
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11

“The governing body does not review the form 990 before it is filed.”

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

“The organization's executive director and the board review all vendor relationships for potential conflicts of interest with key employees and board members prior to purchasing goods and/or services.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation for the organization's ceo, executive director, top management official and other officers or key employees of the organization is determined by the community based board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

FORM 990, PART VI, SECTION B, LINE 14:

“The organization does not have a formal document retention policy but it does have a set of guidelines.”

Filing and Contact Details

Filer

EIN
35-1136500
Phone
5742643037

Signing Officer

Name
Chris Miller
Title
Director
Phone
5742643037
Signed
2014-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Miller
Formed
1967
Legal Domicile
In
Voting Board Members
4
Independent Board Members
4
Employees
18
Volunteers
48

Preparer

Preparer
John a Fredlake CPA
Phone
5742511414
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility for oversight of the compilation of its financial statements and selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The organization's policy is to record an unrecognized tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained upon examination by the tax authorities. Interest and penalties related to gross unrecognized tax benefits would be included within the provision for income taxes. To the extent accrued interest and penalties do not ultimately become payable, amounts accrued would be reduced in the period that such determination is made and reflected as a reduction of the overall income tax provision. The organization does not have any uncertain tax positions at july 31, 2014. The organization files a federal and an indiana state tax return. The tax years that remain subject to examination by the federal and indiana tax jurisdictions date back to the year ending july 31, 2011.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses on form 990, page 9, part viii, line 8b”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses on form 990, page 9, part viii, line 8b”

Raw XML AppendixShowing 400 of 402 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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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0531175
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S POLICY IS TO RECORD AN UNRECOGNIZED TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. INTEREST AND PENALTIES RELATED TO GROSS UNRECOGNIZED TAX BENEFITS WOULD BE INCLUDED WITHIN THE PROVISION FOR INCOME TAXES. TO THE EXTENT ACCRUED INTEREST AND PENALTIES DO NOT ULTIMATELY BECOME PAYABLE, AMOUNTS ACCRUED WOULD BE REDUCED IN THE PERIOD THAT SUCH DETERMINATION IS MADE AND REFLECTED AS A REDUCTION OF THE OVERALL INCOME TAX PROVISION. THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AT JULY 31, 2014. THE ORGANIZATION FILES A FEDERAL AND AN INDIANA STATE TAX RETURN. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE FEDERAL AND INDIANA TAX JURISDICTIONS DATE BACK TO THE YEAR ENDING JULY 31, 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES ON FORM 990, PAGE 9, PART VIII, LINE 8B
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES ON FORM 990, PAGE 9, PART VIII, LINE 8B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0258497
IRS990ScheduleD/TotalExpensesPerForm990Amt0447620
IRS990ScheduleD/TotalRevenuePerForm990Amt0531175
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0549392
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0465837
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S POLICY IS STATED IN NEWSPAPER ADVERTISING, VERBALLY IN SCHOOL POLICY MANUAL AND NEWSLETTER.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013942
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013942
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048630
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0AUCTION NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BIKE PATH
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030413
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08040
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018217
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010177
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY DOES NOT REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S EXECUTIVE DIRECTOR AND THE BOARD REVIEW ALL VENDOR RELATIONSHIPS FOR POTENTIAL CONFLICTS OF INTEREST WITH KEY EMPLOYEES AND BOARD MEMBERS PRIOR TO PURCHASING GOODS AND/OR SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE COMMUNITY BASED BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT HAVE A FORMAL DOCUMENT RETENTION POLICY BUT IT DOES HAVE A SET OF GUIDELINES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 14:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0437374
IRS990/TotalAssetsEOYAmt0506400
IRS990/TotalAssetsGrp/BOYAmt0437374
IRS990/TotalAssetsGrp/EOYAmt0506400
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0158474
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0289146
IRS990/TotalFunctionalExpensesGrp/TotalAmt0447620
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0109137
IRS990/TotalLiabilitiesEOYAmt094608
IRS990/TotalLiabilitiesGrp/BOYAmt0109137
IRS990/TotalLiabilitiesGrp/EOYAmt094608
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0328237
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0411792
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0289146
IRS990/TotalProgramServiceRevenueAmt0500285
IRS990/TotalReportableCompFromOrgAmt077573
IRS990/TotalRevenueGrp/ExclusionAmt030890
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0500285
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0531175
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt048
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0437374
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0506400
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0328237
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0411792
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10ONE MONTESSORI DRIVE
IRS990/USAddress/City0ELKHART
IRS990/USAddress/State0IN
IRS990/USAddress/ZIPCode046514
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05742643037
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10MONTESSORI SCHOOL OF ELKHART INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0351136500
ReturnHeader/Filer/PhoneNum05742643037
ReturnHeader/Filer/USAddress/AddressLine10ONE MONTESSORI DRIVE
ReturnHeader/Filer/USAddress/City0ELKHART
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046514
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351640896
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JURGONSKI & FREDLAKE CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10418 W JEFFERSON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SOUTH BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode046601
ReturnHeader/PreparerPersonGrp/PhoneNum05742511414
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A FREDLAKE CPA
ReturnHeader/ReturnTs02014-10-21T07:29:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-08-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$506,400
Liabilities
$94,608
Net assets
$411,792
Revenue
$531,175
Expenses
$447,620
Net income
$83,555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.89$0.36$7.53$6.15$5.78$0.37
2022Detailed filing. Detailed filing data is available for this year.$8.85$1.69$7.16$6.09$5.76$0.34
2021Detailed filing. Detailed filing data is available for this year.$8.52$1.72$6.80$5.31$5.34$0.04
2020Detailed filing. Detailed filing data is available for this year.$8.02$1.18$6.84$4.78$4.79$0.01
2019Detailed filing. Detailed filing data is available for this year.$7.14$0.29$6.85$5.17$4.52$0.66
2017Detailed filing. Detailed filing data is available for this year.$5.96$0.37$5.60$4.52$3.85$0.67
2015Detailed filing. Detailed filing data is available for this year.$5.25$0.80$4.45$5.09$4.76$0.33
2014Detailed filing. Detailed filing data is available for this year.$5.06$0.95$4.12$5.31$4.48$0.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$1.09$3.28$4.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$1.15$2.74$4.11