Civic Intelligence

Joint Board of Trustees Ibew

990 • Fiscal year 2015 • EIN 38-6141764

Jun 01, 2014 to May 31, 2015 • Filed on Jan 05, 2016

Organization ProfileN/A

View Organization Page

3135 S State St Ste 105Ann Arbor, MI 48108-1653

(734) 663-2178

Siviq Scores

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

Liabilities / Assets

51st percentile

0.05x

Higher debt load relative to assets than 51% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

78th percentile

16%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

94th percentile

37%

Faster asset growth than 94% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

22%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$8,198,171

Up $2,205,252 (+37%) from 2014

Net Assets

Up

$7,818,608

Up $1,974,739 (+34%) from 2014

Liabilities

Up

$379,563

Up $230,513 (+155%) from 2014

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin78th percentile

Revenue

Up

$11,999,956

Up $2,203,640 (+22%) from 2014

Expenses

Up

$10,048,950

Up $1,202,833 (+14%) from 2014

Net Income

Up

$1,951,006

Up $1,000,807 (+105%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,908,730Liabilities 2010: $191,179Net Assets 2010: $7,717,5512010Assets 2011: $7,214,650Liabilities 2011: $172,254Net Assets 2011: $7,042,3962011Assets 2012: $5,173,652Liabilities 2012: $128,303Net Assets 2012: $5,045,3492012Assets 2013: $4,856,715Liabilities 2013: $101,662Net Assets 2013: $4,755,0532013Assets 2014: $5,992,919Liabilities 2014: $149,050Net Assets 2014: $5,843,8692014Assets 2015: $8,198,171Liabilities 2015: $379,563Net Assets 2015: $7,818,6082015Assets 2016: $8,504,706Liabilities 2016: $171,679Net Assets 2016: $8,333,0272016Assets 2017: $11,180,018Liabilities 2017: $411,523Net Assets 2017: $10,768,4952017Assets 2018: $12,809,677Liabilities 2018: $179,171Net Assets 2018: $12,630,5062018Assets 2019: $13,133,164Liabilities 2019: $266,892Net Assets 2019: $12,866,2722019Assets 2020: $12,781,356Liabilities 2020: $115,584Net Assets 2020: $12,665,7722020Assets 2021: $12,786,821Liabilities 2021: $317,689Net Assets 2021: $12,469,1322021Assets 2022: $9,842,471Liabilities 2022: $145,809Net Assets 2022: $9,696,6622022Assets 2023: $8,299,475Liabilities 2023: $236,495Net Assets 2023: $8,062,9802023Assets 2024: $8,935,261Liabilities 2024: $604,498Net Assets 2024: $8,330,7632024Assets 2025: $10,513,493Liabilities 2025: $432,364Net Assets 2025: $10,081,1292025

Highlighted filing

2015

Assets$8,198,171
Liabilities$379,563
Net Assets$7,818,608
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $9,852,6612010Revenue 2011: $9,435,130Expenses 2011: $10,471,934Net Income 2011: -$1,036,8042011Expenses 2012: $10,203,1012012Revenue 2013: $9,465,466Expenses 2013: $9,929,829Net Income 2013: -$464,3632013Revenue 2014: $9,796,316Expenses 2014: $8,846,117Net Income 2014: $950,1992014Revenue 2015: $11,999,956Expenses 2015: $10,048,950Net Income 2015: $1,951,0062015Revenue 2016: $11,535,125Expenses 2016: $10,883,317Net Income 2016: $651,8082016Revenue 2017: $13,514,832Expenses 2017: $11,343,459Net Income 2017: $2,171,3732017Revenue 2018: $13,755,390Expenses 2018: $12,030,910Net Income 2018: $1,724,4802018Revenue 2019: $12,240,057Expenses 2019: $11,935,694Net Income 2019: $304,3632019Revenue 2020: $12,584,988Expenses 2020: $13,077,090Net Income 2020: -$492,1022020Revenue 2021: $12,548,456Expenses 2021: $14,096,042Net Income 2021: -$1,547,5862021Revenue 2022: $12,252,754Expenses 2022: $14,418,078Net Income 2022: -$2,165,3242022Revenue 2023: $12,782,804Expenses 2023: $14,274,092Net Income 2023: -$1,491,2882023Revenue 2024: $18,194,951Expenses 2024: $18,344,305Net Income 2024: -$149,3542024Revenue 2025: $23,004,772Expenses 2025: $21,442,144Net Income 2025: $1,562,6282025

Highlighted filing

2015

Revenue$11,999,956
Expenses$10,048,950
Net Income$1,951,006
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jan 5, 2016
Return Version
2014v6.0
Gross Receipts
$23,384,499
Mission and Program Overview

Mission

Provide health benefits to ibew local 252 union members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,843,869$7,818,608▲ $1,974,739
Investments in Publicly Traded Securities$4,193,239$6,617,854▲ $2,424,615
Accounts Receivable$746,982$968,780▲ $221,798
Prepaid Expenses and Deferred Charges$834,690$576,669▼ $258,021
Savings and Temporary Cash Investments$218,008$34,868▼ $183,140
Total Assets$5,992,919$8,198,171▲ $2,205,252
Liabilities
Accounts Payable and Accrued Expenses$149,050$379,563▲ $230,513
Total Liabilities$149,050$379,563▲ $230,513
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,843,869$7,818,608▲ $1,974,739
Total Liabilities and Net Assets / Fund Balance$5,992,919$8,198,171▲ $2,205,252

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$252,458$252,458
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Dan CervenanTrustee
Eric MaleyTrustee
John KregerTrustee
Kevin LaddTrustee
Robert TurnerTrustee
Ryan HusseTrustee
Timothy HutchinsTrustee
William WhiteTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of MichiganAdministration232 S CAPITOL AVENUE, Lansing, MI 48933$407,084
Ann Arbor Benefit AdministratorsAdministration3135 S STATE ST STE 105, Ann Arbor, MI 48108-1653$241,507
Conlin Mckenney & Philbrick PCLegal350 SOUTH MAIN ST STE 400, Ann Arbor, MI 48104$120,568
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,821,668
Investment Income
$178,288
Other Revenue
$0
Change in Net Assets
$1,951,006

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,999,956
Revenue Not Reported on Form 990
$23,733
Total Revenue per Audited Statements
$12,023,689
Total Revenue per Form 990
$11,999,956
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,368,784
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$5,680,166--$5,680,166
Fees for Services Management-$648,591-$648,591
Fees for Services Legal-$120,568-$120,568
Fees for Service Investment Mgmnt Fees-$26,809-$26,809
Fees for Services Accounting-$23,695-$23,695
All Other Expenses-$22,837-$22,837
Other Expenses$1,554,540$20,213-$20,213
Insurance-$10,228-$10,228
Total Functional Expenses$9,110,278$938,672$0$10,048,950

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,048,950
Total Expenses per Audited Statements$10,048,950
Total Expenses per Form 990$10,048,950
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kevin LaddParticipantPlan ParticipantNo-
Robert TurnerParticipantPlan ParticipantNo-
Ryan HusseParticipantPlan ParticipantNo-
Timothy HutchinsParticipantPlan ParticipantNo-
William WhiteParticipantPlan ParticipantNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
Yes
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, Page 6, Part VI, Line 4

“The plan adopted amendments as which changed benefits available to participants and participant payment amounts.”

Form 990, Page 6, Part VI, Line 6

“Union members of international brotherhood of electrical workers 252”

Form 990, Page 6, Part VI, Line 7A

“Board of trustees are elected by the ibew 252 union members.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 was distributed to the members of the board of trustees before filing. No review was conducted.”

Form 990, Page 6, Part VI, Line 12C

“The relevant conflict of interest policy states: each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person: a. Has received a copy of the conflicts of interest policy, b. Has read and understands the policy, c. Has agreed to comply with the policy, and d. Understands the organization is tax exempt and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are made available to the public at the fund office, 3135 s state st., suite 105, ann arbor, mi 48108.”

Filing and Contact Details

Filer

Filer Name
Joint Board of Trustees Ibew 252
EIN
38-6141764
Phone
7346632178
Address
3135 S STATE ST STE 105, ANN ARBOR, MI 48108-1653

Signing Officer

Name
Eric R Maley
Title
Trustee
Phone
7346632178
Signed
2016-01-05

Organization Details

Formed
1966
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
3
Employees
0
Volunteers
8

Preparer

Firm
Rogow & Loney Pc
Address
3135 S STATE ST SUITE 208, ANN ARBOR, MI 48108
Preparer
Neil J Loney
Phone
7347410400
Supplemental Narrative

Additional Explanations

Form 990, Part XII

“Line 1 - method of accounting accrual method of accounting except that no estimate has been made for health and disability claims incurred but not reported to the plan administrator.”

Raw XML Appendix362 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/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt011821668
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011821668
IRS990/ProgSrvcAccomActy2Grp/Desc0INSURED COVERAGE FOR LIFE,ACCIDENTAL DEATH FOR MEMBERS ONLY,PLUS STOP-LOSS COVERAGE FOR THE MEDICAL BENEFITS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01875572
IRS990/ProgSrvcAccomActy3Grp/Desc0RECIPROCAL PAYMENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01554540
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt06001471
IRS990/PYInvestmentIncomeAmt0119006
IRS990/PYOtherExpensesAmt02844646
IRS990/PYProgramServiceRevenueAmt09677310
IRS990/PYRevenuesLessExpensesAmt0950199
IRS990/PYTotalExpensesAmt08846117
IRS990/PYTotalRevenueAmt09796316
IRS990/ReconcilationRevenueExpnssAmt01951006
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0218008
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034868
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0252458
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0252458
IRS990ScheduleD/ExpensesSubtotalAmt010048950
IRS990ScheduleD/NetUnrealizedGainsInvstAmt023733
IRS990ScheduleD/RevenueNotReportedAmt023733
IRS990ScheduleD/RevenueSubtotalAmt011999956
IRS990ScheduleD/TotalExpensesPerForm990Amt010048950
IRS990ScheduleD/TotalRevenuePerForm990Amt011999956
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012023689
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010048950
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ROBERT TURNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1KEVIN LADD
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2WILLIAM WHITE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3RYAN HUSSE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4TIMOTHY HUTCHINS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd4false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PLAN PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1PLAN PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2PLAN PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3PLAN PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4PLAN PARTICIPANT
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADOPTED AMENDMENTS AS WHICH CHANGED BENEFITS AVAILABLE TO PARTICIPANTS AND PARTICIPANT PAYMENT AMOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNION MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF TRUSTEES ARE ELECTED BY THE IBEW 252 UNION MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WAS DISTRIBUTED TO THE MEMBERS OF THE BOARD OF TRUSTEES BEFORE FILING. NO REVIEW WAS CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE RELEVANT CONFLICT OF INTEREST POLICY STATES: EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE ORGANIZATION IS TAX EXEMPT AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE FUND OFFICE, 3135 S STATE ST., SUITE 105, ANN ARBOR, MI 48108.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LINE 1 - METHOD OF ACCOUNTING ACCRUAL METHOD OF ACCOUNTING EXCEPT THAT NO ESTIMATE HAS BEEN MADE FOR HEALTH AND DISABILITY CLAIMS INCURRED BUT NOT REPORTED TO THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05992919
IRS990/TotalAssetsEOYAmt08198171
IRS990/TotalAssetsGrp/BOYAmt05992919
IRS990/TotalAssetsGrp/EOYAmt08198171
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0938672
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09110278
IRS990/TotalFunctionalExpensesGrp/TotalAmt010048950
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0149050
IRS990/TotalLiabilitiesEOYAmt0379563
IRS990/TotalLiabilitiesGrp/BOYAmt0149050
IRS990/TotalLiabilitiesGrp/EOYAmt0379563
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05843869
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07818608
IRS990/TotalProgramServiceExpensesAmt09110278
IRS990/TotalProgramServiceRevenueAmt011821668
IRS990/TotalRevenueGrp/ExclusionAmt011999956
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011999956
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05992919
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08198171
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC R MALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07346632178
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOINT BOARD OF TRUSTEES IBEW 252
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOIN
ReturnHeader/Filer/EIN0386141764
ReturnHeader/Filer/PhoneNum07346632178
ReturnHeader/Filer/USAddress/AddressLine1Txt03135 S STATE ST STE 105
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0481081653
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382971941
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGOW & LONEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03135 S STATE ST SUITE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANN ARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048108
ReturnHeader/PreparerPersonGrp/PhoneNum07347410400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEIL J LONEY
ReturnHeader/ReturnTs02016-02-02T10:34:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,198,171
Liabilities
$379,563
Net assets
$7,818,608
Revenue
$11,999,956
Expenses
$10,048,950
Net income
$1,951,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.5$0.43$10.1$23.0$21.4$1.56
2024Detailed filing. Detailed filing data is available for this year.$8.94$0.60$8.33$18.2$18.3$0.15
2023Detailed filing. Detailed filing data is available for this year.$8.30$0.24$8.06$12.8$14.3$1.49
2022Detailed filing. Detailed filing data is available for this year.$9.84$0.15$9.70$12.3$14.4$2.17
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.32$12.5$12.5$14.1$1.55
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.12$12.7$12.6$13.1$0.49
2019Detailed filing. Detailed filing data is available for this year.$13.1$0.27$12.9$12.2$11.9$0.30
2018Detailed filing. Detailed filing data is available for this year.$12.8$0.18$12.6$13.8$12.0$1.72
2017Detailed filing. Detailed filing data is available for this year.$11.2$0.41$10.8$13.5$11.3$2.17
2016Detailed filing. Detailed filing data is available for this year.$8.50$0.17$8.33$11.5$10.9$0.65
2015Detailed filing. Detailed filing data is available for this year.$8.20$0.38$7.82$12.0$10.0$1.95
2014Detailed filing. Detailed filing data is available for this year.$5.99$0.15$5.84$9.80$8.85$0.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.10$4.76$9.47$9.93$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$0.13$5.05$10.2
2011Summary only. Only limited summary data is available for this year.$7.21$0.17$7.04$9.44$10.5$1.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.91$0.19$7.72$9.85
Peer Organizations

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