Civic Intelligence

The Plumsock Fund Inc C/O Stanton & Company

990 • Fiscal year 2016 • EIN 35-6014719

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 05, 2017

Organization ProfileN/A
300 Wildwood Avenue No 250Woburn, MA 01801

(617) 928-3408

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

72nd percentile

9.3%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

249%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$7,334,258

Up $623,584 (+9.3%) from 2015

Net Assets

Up

$7,334,258

Up $623,584 (+9.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin94th percentile

Revenue

Up

$1,000,211

Up $713,510 (+249%) from 2015

Expenses

Down

$376,627

Down $8,065 (-2.1%) from 2015

Net Income

Up

$623,584

Up $721,575 (+736%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$10M$5.0M$0Assets 2010: $8,163,868Liabilities 2010: $0Net Assets 2010: $8,163,8682010Assets 2012: $7,427,386Liabilities 2012: $0Net Assets 2012: $7,427,3862012Assets 2013: $7,201,259Liabilities 2013: $0Net Assets 2013: $7,201,2592013Assets 2014: $6,808,665Liabilities 2014: $0Net Assets 2014: $6,808,6652014Assets 2015: $6,710,674Liabilities 2015: $0Net Assets 2015: $6,710,6742015Assets 2016: $7,334,258Liabilities 2016: $0Net Assets 2016: $7,334,2582016Assets 2017: $7,451,770Liabilities 2017: $0Net Assets 2017: $7,451,7702017Assets 2018: $7,424,107Liabilities 2018: $0Net Assets 2018: $7,424,1072018Assets 2019: $7,492,676Liabilities 2019: $0Net Assets 2019: $7,492,6762019Assets 2020: $7,476,653Liabilities 2020: $0Net Assets 2020: $7,476,6532020Assets 2021: $7,659,904Liabilities 2021: $0Net Assets 2021: $7,659,9042021Assets 2022: $7,566,447Liabilities 2022: $0Net Assets 2022: $7,566,4472022Assets 2023: $7,604,703Liabilities 2023: $0Net Assets 2023: $7,604,7032023Assets 2024: $7,712,894Liabilities 2024: $0Net Assets 2024: $7,712,8942024Assets 2025: $7,684,186Liabilities 2025: $0Net Assets 2025: $7,684,1862025

Highlighted filing

2016

Assets$7,334,258
Liabilities$0
Net Assets$7,334,258
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $264,8262010Expenses 2012: $297,7192012Expenses 2013: $305,4772013Revenue 2014: -$49,865Expenses 2014: $342,729Net Income 2014: -$392,5942014Revenue 2015: $286,701Expenses 2015: $384,692Net Income 2015: -$97,9912015Revenue 2016: $1,000,211Expenses 2016: $376,627Net Income 2016: $623,5842016Revenue 2017: $488,399Expenses 2017: $370,887Net Income 2017: $117,5122017Revenue 2018: $394,816Expenses 2018: $422,479Net Income 2018: -$27,6632018Revenue 2019: $489,632Expenses 2019: $421,063Net Income 2019: $68,5692019Revenue 2020: $415,196Expenses 2020: $431,219Net Income 2020: -$16,0232020Revenue 2021: $633,270Expenses 2021: $450,019Net Income 2021: $183,2512021Revenue 2022: $523,364Expenses 2022: $616,821Net Income 2022: -$93,4572022Revenue 2023: $481,424Expenses 2023: $443,168Net Income 2023: $38,2562023Revenue 2024: $568,797Expenses 2024: $460,606Net Income 2024: $108,1912024Revenue 2025: $480,901Expenses 2025: $509,609Net Income 2025: -$28,7082025

Highlighted filing

2016

Revenue$1,000,211
Expenses$376,627
Net Income$623,584
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 5, 2017
Return Version
2015v3.0
Gross Receipts
$5,593,211
Mission and Program Overview

Mission

As required by the governing instrument, this fund provides support to the maya educational foundation. The purpose is to support the educational and professional advancement of the mayan people and the mayan region through educational programs that foster study and preservation of their cultures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,912,069$6,986,959▲ $1,074,890
Savings and Temporary Cash Investments$502,078$347,299▼ $154,779
Investments Other Securities$296,527--
Total Assets$6,710,674$7,334,258▲ $623,584
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$6,710,674$7,334,258▲ $623,584
Total Net Assets Fund Balance$6,710,674$7,334,258▲ $623,584
Total Liabilities and Net Assets / Fund Balance$6,710,674$7,334,258▲ $623,584
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Christopher LutzPresident & Director
Abigail AdamsDirector
Carol HendricksonDirector
Todd Little-sieboldDirector
Pam SoloTreasurer/secretary/direct
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,000,211
Other Revenue
$0
Change in Net Assets
$623,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$336,547
Other Expenses$40,080
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$336,547--$336,547
Fees for Service Investment Mgmnt Fees-$23,764-$23,764
Fees for Services Legal-$11,064-$11,064
Fees for Services Accounting-$5,200-$5,200
Other Expenses-$45-$45
Office Expenses-$7-$7
Total Functional Expenses$336,547$40,080$0$376,627
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Maya Educational FoundationWellfleet, MA501(c)(3)General Operating Support$336,547
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
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The plumsock fund, inc. Is a supporting organization to maya educational foundation, inc. Pursuant to plumsock's by-laws, maya educational foundation has the responsibility and power to appoint a majority of the board members for plumsock. This is required for plumsock to qualify as a type i supporting organization.”

Form 990, Part VI, Section B, Line 11

“The 990 is not reviewed by the entire board. The board's treasurer is given the responsibility for reviewing and approving the filing.”

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

“Plumsock's board reviews transactions against a list of disclosed conflicts to ensure that potential conflicts will be avoided.”

Form 990, Part VI, Section C, Line 18

“A copy of form 990 is filed annually with the irs. Additionally, a reproduction of the return can be found on guidestar's website. Finally, copies of organizational documents can be requested directly from the organization's management by contacting them at their office.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
The Plumsock Fund Inc
EIN
35-6014719
Phone
6179283408
Address
300 WILDWOOD AVENUE NO 250, WOBURN, MA 01801

Signing Officer

Name
Pam Solo
Title
Treasurer
Phone
6179283408
Signed
2017-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Solo
Formed
1959
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Kenneth Freed & Company Pc
Address
396 COMMONWEALTH AVENUE, BOSTON, MA 02215
Preparer
Charles Hulbert Jr
Phone
6174241100
Supplemental Narrative

Additional Explanations

Schedule R, Part V, Line 2, Column (D)

“All items reported reflect actual cash transfers and, therefore, represent actual fair value at time of transfer.”

Financial Statement Notes

PART X, LINE 2:

“The fund's income tax filings are subject to audit by various taxing authorities. The open audit periods are 2012 - 2015. Management believes the significant tax positions are: 1) the treatment of the fund as a tax-exempt entity, 2) the classification of income as tax-exempt, related or exempt function income and 3) the determination that there is no unrelated taxable business income. As of june 30, 2016, management evaluated significant tax positions against the criteria established by professional standards and believes there are no material unrecognized tax benefits requiring accounting recognition in the consolidated financial statements. Management does not believe its evaluation of tax positions will significantly change within twelve months of june 30, 2016. Any changes in tax positions will be recorded when the ultimate outcome becomes known. Management believes their estimates are appropriate based on current facts and circumstances.”

Raw XML Appendix376 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/SupplementalInformationDetail/ExplanationTxt0THE FUND'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE OPEN AUDIT PERIODS ARE 2012 - 2015. MANAGEMENT BELIEVES THE SIGNIFICANT TAX POSITIONS ARE: 1) THE TREATMENT OF THE FUND AS A TAX-EXEMPT ENTITY, 2) THE CLASSIFICATION OF INCOME AS TAX-EXEMPT, RELATED OR EXEMPT FUNCTION INCOME AND 3) THE DETERMINATION THAT THERE IS NO UNRELATED TAXABLE BUSINESS INCOME. AS OF JUNE 30, 2016, MANAGEMENT EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS REQUIRING ACCOUNTING RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE ITS EVALUATION OF TAX POSITIONS WILL SIGNIFICANTLY CHANGE WITHIN TWELVE MONTHS OF JUNE 30, 2016. ANY CHANGES IN TAX POSITIONS WILL BE RECORDED WHEN THE ULTIMATE OUTCOME BECOMES KNOWN. MANAGEMENT BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1483
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WELLFLEET
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002667
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE DISTRIBUTED TO THE SUPPORTED ORGANIZATION NAMED IN THE ORGANIZING DOCUMENTS. NO FURTHER MONITORING OF THE GRANT FUNDS IS PERFORMED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLUMSOCK FUND, INC. IS A SUPPORTING ORGANIZATION TO MAYA EDUCATIONAL FOUNDATION, INC. PURSUANT TO PLUMSOCK'S BY-LAWS, MAYA EDUCATIONAL FOUNDATION HAS THE RESPONSIBILITY AND POWER TO APPOINT A MAJORITY OF THE BOARD MEMBERS FOR PLUMSOCK. THIS IS REQUIRED FOR PLUMSOCK TO QUALIFY AS A TYPE I SUPPORTING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS NOT REVIEWED BY THE ENTIRE BOARD. THE BOARD'S TREASURER IS GIVEN THE RESPONSIBILITY FOR REVIEWING AND APPROVING THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLUMSOCK'S BOARD REVIEWS TRANSACTIONS AGAINST A LIST OF DISCLOSED CONFLICTS TO ENSURE THAT POTENTIAL CONFLICTS WILL BE AVOIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF FORM 990 IS FILED ANNUALLY WITH THE IRS. ADDITIONALLY, A REPRODUCTION OF THE RETURN CAN BE FOUND ON GUIDESTAR'S WEBSITE. FINALLY, COPIES OF ORGANIZATIONAL DOCUMENTS CAN BE REQUESTED DIRECTLY FROM THE ORGANIZATION'S MANAGEMENT BY CONTACTING THEM AT THEIR OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL ITEMS REPORTED REFLECT ACTUAL CASH TRANSFERS AND, THEREFORE, REPRESENT ACTUAL FAIR VALUE AT TIME OF TRANSFER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5SCHEDULE R, PART V, LINE 2, COLUMN (D)
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MAYA EDUCATIONAL FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0030335159
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT THE EDUCATIONAL AND PROFESSIONAL ADVANCEMENT OF THE MAYAN PEOPLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1483
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WELLFLEET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002667
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0336547
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SEE SCHEDULE O FOR EXPLANATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MAYA EDUCATIONAL FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06710674
IRS990/TotalAssetsEOYAmt07334258
IRS990/TotalAssetsGrp/BOYAmt06710674
IRS990/TotalAssetsGrp/EOYAmt07334258
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040080
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0336547
IRS990/TotalFunctionalExpensesGrp/TotalAmt0376627
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06710674
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07334258
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0336547
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01000211
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01000211
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06710674
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07334258
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd01
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06710674
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07334258
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 WILDWOOD AVENUE SUITE 250
IRS990/USAddress/CityNm0WOBURN
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001801
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM SOLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06179283408
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PLUMSOCK FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0356014719
ReturnHeader/Filer/PhoneNum06179283408
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 WILDWOOD AVENUE NO 250
ReturnHeader/Filer/USAddress/CityNm0WOBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475422543
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENNETH FREED & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0396 COMMONWEALTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002215
ReturnHeader/PreparerPersonGrp/PhoneNum06174241100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES HULBERT JR
ReturnHeader/ReturnTs02017-03-15T18:59:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,334,258
Liabilities
$0
Net assets
$7,334,258
Revenue
$1,000,211
Expenses
$376,627
Net income
$623,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.48$0.51$0.03
2024Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.57$0.46$0.11
2023Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.48$0.44$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$0.52$0.62$0.09
2021Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.63$0.45$0.18
2020Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.42$0.43$0.02
2019Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.49$0.42$0.07
2018Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.39$0.42$0.03
2017Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.49$0.37$0.12
2016Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$1.00$0.38$0.62
2015Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.29$0.38$0.10
2014Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.05$0.34$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.20$0.00$7.20$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.43$0.00$7.43$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.16$0.00$8.16$0.26