Civic Intelligence

Berkley Accelerated Middle School Inc.

990 • Fiscal year 2017 • EIN 45-0536309

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization ProfileWWW.BERKLEYMIDDLE.NET
5316 Berkley RdAuburndale, FL 33823

(863) 984-2400

Siviq Scores

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

Liabilities / Assets

94th percentile

1.13x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

2.34x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

19th percentile

-8.5%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

50th percentile

3.8%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

6.4%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$7,351,529

Up $269,253 (+3.8%) from 2016

Net Assets

Down

-$932,118

Down $300,837 (-48%) from 2016

Liabilities

Up

$8,283,647

Up $570,090 (+7.4%) from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin19th percentile

Revenue

Up

$3,543,580

Up $214,357 (+6.4%) from 2016

Expenses

Up

$3,844,417

Up $198,180 (+5.4%) from 2016

Net Income

Up

-$300,837

Up $16,177 (+5.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $4,577,335Liabilities 2011: $3,525,450Net Assets 2011: $1,051,8852011Assets 2012: $4,341,342Liabilities 2012: $3,445,544Net Assets 2012: $895,7982012Assets 2013: $5,149,923Liabilities 2013: $4,335,394Net Assets 2013: $814,5292013Assets 2014: $8,195,395Liabilities 2014: $7,449,765Net Assets 2014: $745,6302014Assets 2015: $7,473,230Liabilities 2015: $7,787,497Net Assets 2015: -$314,2672015Assets 2016: $7,082,276Liabilities 2016: $7,713,557Net Assets 2016: -$631,2812016Assets 2017: $7,351,529Liabilities 2017: $8,283,647Net Assets 2017: -$932,1182017Assets 2018: $7,077,377Liabilities 2018: $8,336,106Net Assets 2018: -$1,258,7292018Assets 2019: $6,657,373Liabilities 2019: $8,243,423Net Assets 2019: -$1,586,0502019Assets 2020: $6,437,934Liabilities 2020: $8,371,794Net Assets 2020: -$1,933,8602020Assets 2021: $6,266,372Liabilities 2021: $8,296,470Net Assets 2021: -$2,030,0982021Assets 2022: $5,785,758Liabilities 2022: $7,832,036Net Assets 2022: -$2,046,2782022Assets 2023: $6,327,704Liabilities 2023: $8,322,994Net Assets 2023: -$1,995,2902023Assets 2025: $8,683,756Liabilities 2025: $9,701,970Net Assets 2025: -$1,018,2142025

Highlighted filing

2017

Assets$7,351,529
Liabilities$8,283,647
Net Assets-$932,118
Open 2017 Filing

Operations Trend

Revenue Growth55th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,026,6422011Expenses 2012: $2,858,0562012Expenses 2013: $3,045,8532013Revenue 2014: $3,373,855Expenses 2014: $3,442,754Net Income 2014: -$68,8992014Revenue 2015: $3,302,328Expenses 2015: $3,497,254Net Income 2015: -$194,9262015Revenue 2016: $3,329,223Expenses 2016: $3,646,237Net Income 2016: -$317,0142016Revenue 2017: $3,543,580Expenses 2017: $3,844,417Net Income 2017: -$300,8372017Revenue 2018: $3,661,326Expenses 2018: $3,987,937Net Income 2018: -$326,6112018Revenue 2019: $3,802,367Expenses 2019: $4,129,688Net Income 2019: -$327,3212019Revenue 2020: $3,752,963Expenses 2020: $4,100,773Net Income 2020: -$347,8102020Revenue 2021: $3,891,233Expenses 2021: $3,987,471Net Income 2021: -$96,2382021Revenue 2022: $4,164,520Expenses 2022: $4,180,700Net Income 2022: -$16,1802022Revenue 2023: $5,721,590Expenses 2023: $5,670,602Net Income 2023: $50,9882023Revenue 2025: $6,149,887Expenses 2025: $6,007,861Net Income 2025: $142,0262025

Highlighted filing

2017

Revenue$3,543,580
Expenses$3,844,417
Net Income-$300,837
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$3,543,580
Mission and Program Overview

Mission

BAMS is committed to inspiring our students Believe in Better,to encourage them to aspire to higher learning,and challenge them to achieve their maximum individual potential while providing a supportive and safe educational environment.

To provide students with an opportunity to achieve a world class level of education. This learning environment is enhanced with different and innovative learning methods, increasing the choice of learning opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,450,477$5,629,739▲ $179,262
Cash and Non-Interest-Bearing Accounts$1,038,020$778,316▼ $259,704
Accounts Receivable$282,479$333,844▲ $51,365
Prepaid Expenses and Deferred Charges$34,720$21,862▼ $12,858
Rtn Earn Endowment Incm Other Fnds$175,491$-130,323▼ $305,814
Pd in Cap Srpls Land Bldg Eqp Fund$-806,772$-801,795▲ $4,977
Total Assets$7,082,276$7,351,529▲ $269,253
Other Assets Total$276,580$587,768▲ $311,188
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,257,249$6,431,534▲ $174,285
Other Liabilities$1,062,278$1,448,069▲ $385,791
Accounts Payable and Accrued Expenses$394,030$404,044▲ $10,014
Total Liabilities$7,713,557$8,283,647▲ $570,090
Net Assets / Fund Balance
Total Net Assets Fund Balance$-631,281$-932,118▼ $300,837
Total Liabilities and Net Assets / Fund Balance$7,082,276$7,351,529▲ $269,253

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,391,726$2,585,706-
Land$215,000--
Equipment$23,013$148,652-
Other Assets Org$587,768--
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Kevin MullingChairman
Bill FiengaMember
Brian CogswellMember
Gregory AbarayMember
Kristin WalkerMember
Lisa WilliamsMember
Simone MirandaMember
Jill BolenderPrincipal
Kimberly WelchSecretary
Carlen Mckenzie-coleyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Berkley Charter SchoolTransportation5240 BERKLEY ROAD, Auburndale, FL 33823$113,333
Revenue and Support

Revenue Composition

Contributions and Grants
$52,307
Program Service Revenue
$3,092,434
Investment Income
$0
Other Revenue
$398,839
Change in Net Assets
$-300,837
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,844,417
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
All Other Expenses$621,964$248,003$0$869,967
Depreciation Depletion$408,471$0$0$408,471
Interest$316,465$0$0$316,465
Other Expenses$21,285$0$0$21,285
Total Functional Expenses$3,596,414$248,003$0$3,844,417
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liability$1,424,968
Deferred Inflow Related to Pensions$23,101
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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
Filing and Contact Details

Filer

Filer Name
Berkley Accelerated Middle School Inc
EIN
45-0536309
Phone
8639842400
Address
5316 BERKLEY RD, AUBURNDALE, FL 33823

Signing Officer

Name
Jill Bolender
Title
Principal
Phone
8639842400
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jill Bolender
Formed
2004
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
45
Volunteers
20

Preparer

Firm
Robert Walker CPA PA
Address
2803 W Busch Blvd Ste 106, Tampa, FL 33618
Preparer
Robert Walker CPA
Phone
8136248643
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 is prepared by an independent cpa firm and a draft is provided to the finance committee for review. The final 990 is provided to the board for approval.”

Pt VI, Line 12C

“At each board meeting, the agenda is notated to remind board members to recuse from voting on any item that may be a conflict of interest.”

Pt VI, Line 15B

“The principal is paid in accordance with the school district's pay scale.”

Form 990, Part IX, Line 24E

“Board of education 21382. 0. 21382. 0.”

Form 990, Part IX, Line 24E

“School administration 362972. 136351. 226621. 0.”

Form 990, Part IX, Line 24E

“Facilities acquisition & construction 0. 0. 0. 0.”

Form 990, Part IX, Line 24E

“Fiscal services 69893. 69893. 0. 0.”

Form 990, Part IX, Line 24E

“Food services 608. 608. 0. 0.”

Form 990, Part IX, Line 24E

“Central services 22241. 22241. 0. 0.”

Form 990, Part IX, Line 24E

“Pupil transportation 113756. 113756. 0. 0.”

Form 990, Part IX, Line 24E

“Operation of plant 256254. 256254. 0. 0.”

Form 990, Part IX, Line 24E

“Loss on disposal of asset 22861. 22861. 0. 0.”

Raw XML Appendix390 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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IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt05391726
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02585706
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt07977432
IRS990ScheduleD/EquipmentGrp/BookValueAmt023013
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0148652
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0171665
IRS990ScheduleD/LandGrp/BookValueAmt0215000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0215000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0587768
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED OUTFLOW RELATED TO PENSIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt023101
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11424968
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED INFLOW RELATED TO PENSIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NET PENSION LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05629739
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0587768
IRS990ScheduleD/TotalLiabilityAmt01448069
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH BROCHURES, NEWSLETERS, LOCAL NEIGHBORHOOD EVENTS, NEWSPAPERS, OPEN HOUSES, VIDEOS AND ON ITS WEBSITE. NA
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1RECEIVES GRANTS THROUGH THE FLORIDA DEPT OF EDUCATION
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 6b
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND A DRAFT IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINAL 990 IS PROVIDED TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH BOARD MEETING, THE AGENDA IS NOTATED TO REMIND BOARD MEMBERS TO RECUSE FROM VOTING ON ANY ITEM THAT MAY BE A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRINCIPAL IS PAID IN ACCORDANCE WITH THE SCHOOL DISTRICT'S PAY SCALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF EDUCATION 21382. 0. 21382. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL ADMINISTRATION 362972. 136351. 226621. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FACILITIES ACQUISITION & CONSTRUCTION 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FISCAL SERVICES 69893. 69893. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FOOD SERVICES 608. 608. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CENTRAL SERVICES 22241. 22241. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PUPIL TRANSPORTATION 113756. 113756. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OPERATION OF PLANT 256254. 256254. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LOSS ON DISPOSAL OF ASSET 22861. 22861. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07082276
IRS990/TotalAssetsEOYAmt07351529
IRS990/TotalAssetsGrp/BOYAmt07082276
IRS990/TotalAssetsGrp/EOYAmt07351529
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt052307
IRS990/TotalEmployeeCnt045
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0248003
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03596414
IRS990/TotalFunctionalExpensesGrp/TotalAmt03844417
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07713557
IRS990/TotalLiabilitiesEOYAmt08283647
IRS990/TotalLiabilitiesGrp/BOYAmt07713557
IRS990/TotalLiabilitiesGrp/EOYAmt08283647
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-631281
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-932118
IRS990/TotalProgramServiceExpensesAmt03596414
IRS990/TotalProgramServiceRevenueAmt03092434
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03491273
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03543580
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07082276
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07351529
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05316 BERKLEY RD
IRS990/USAddress/CityNm0AUBERNDALE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033823
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.BERKLEYMIDDLE.NET
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL BOLENDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum08639842400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKLEY ACCELERATED MIDDLE SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0450536309
ReturnHeader/Filer/PhoneNum08639842400
ReturnHeader/Filer/USAddress/AddressLine1Txt05316 BERKLEY RD
ReturnHeader/Filer/USAddress/CityNm0AUBURNDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033823
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId037D01614BBCBDEC9C1CEABF1223555DD313F2831
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037D01614BBCBDEC9C1CEABF1223555DD313F2831
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.205.11.235
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm006:01:46
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert Walker CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02803 W Busch Blvd Ste 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033618
ReturnHeader/PreparerPersonGrp/PhoneNum08136248643
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT WALKER CPA
ReturnHeader/ReturnTs02017-11-15T06:01:55-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,351,529
Liabilities
$8,283,647
Net assets
-$932,118
Revenue
$3,543,580
Expenses
$3,844,417
Net income
-$300,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.68$9.70$1.02$6.15$6.01$0.14
2023Detailed filing. Detailed filing data is available for this year.$6.33$8.32$2.00$5.72$5.67$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.79$7.83$2.05$4.16$4.18$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.27$8.30$2.03$3.89$3.99$0.10
2020Detailed filing. Detailed filing data is available for this year.$6.44$8.37$1.93$3.75$4.10$0.35
2019Detailed filing. Detailed filing data is available for this year.$6.66$8.24$1.59$3.80$4.13$0.33
2018Detailed filing. Detailed filing data is available for this year.$7.08$8.34$1.26$3.66$3.99$0.33
2017Detailed filing. Detailed filing data is available for this year.$7.35$8.28$0.93$3.54$3.84$0.30
2016Detailed filing. Detailed filing data is available for this year.$7.08$7.71$0.63$3.33$3.65$0.32
2015Detailed filing. Detailed filing data is available for this year.$7.47$7.79$0.31$3.30$3.50$0.19
2014Detailed filing. Detailed filing data is available for this year.$8.20$7.45$0.75$3.37$3.44$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$4.34$0.81$3.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$3.45$0.90$2.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$3.53$1.05$3.03