Civic Intelligence

Indialantic Elementary PTO Inc.

990EZ • Fiscal year 2019 • EIN 45-2544394

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 21, 2019

1050 N Palm AveIndialantic, FL 32903

(321) 795-5971

Siviq Scores

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

Liabilities / Assets

74th percentile

0.05x

Higher debt load relative to assets than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.15x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$160,097

Up $15,393 (+11%) from 2018

Net Assets

Up

$151,425

Up $13,491 (+9.8%) from 2018

Liabilities

Up

$8,672

Up $1,902 (+28%) from 2018

Revenue

Down

$58,635

Down $12,567 (-18%) from 2018

Expenses

Down

$45,144

Down $5,381 (-11%) from 2018

Net Income

Down

$13,491

Down $7,186 (-35%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $51,110Liabilities 2012: $02012Assets 2013: $37,255Net Assets 2013: $37,2552013Assets 2014: $55,567Net Assets 2014: $55,5672014Assets 2015: $75,729Net Assets 2015: $75,7292015Assets 2016: $96,869Liabilities 2016: $0Net Assets 2016: $96,8692016Assets 2017: $122,600Liabilities 2017: $15,892Net Assets 2017: $106,7082017Assets 2018: $144,704Liabilities 2018: $6,770Net Assets 2018: $137,9342018Assets 2019: $160,097Liabilities 2019: $8,672Net Assets 2019: $151,4252019Assets 2020: $152,506Liabilities 2020: $3,225Net Assets 2020: $149,2812020Assets 2021: $139,580Net Assets 2021: $139,5802021Assets 2022: $104,359Net Assets 2022: $104,3592022Assets 2023: $30,002Liabilities 2023: $02023Assets 2024: $45,144Net Assets 2024: $45,1442024

Highlighted filing

2019

Assets$160,097
Liabilities$8,672
Net Assets$151,425

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $195,858Expenses 2012: $144,748Net Income 2012: $51,1102012Revenue 2013: $79,343Expenses 2013: $93,201Net Income 2013: -$13,8582013Revenue 2014: $75,353Expenses 2014: $57,037Net Income 2014: $18,3162014Revenue 2015: $93,759Expenses 2015: $73,597Net Income 2015: $20,1622015Revenue 2016: $88,822Expenses 2016: $67,682Net Income 2016: $21,1402016Revenue 2017: $89,748Expenses 2017: $79,909Net Income 2017: $9,8392017Revenue 2018: $71,202Expenses 2018: $50,525Net Income 2018: $20,6772018Revenue 2019: $58,635Expenses 2019: $45,144Net Income 2019: $13,4912019Revenue 2020: $59,952Expenses 2020: $62,096Net Income 2020: -$2,1442020Revenue 2021: $37,710Expenses 2021: $47,411Net Income 2021: -$9,7012021Revenue 2022: $72,435Expenses 2022: $107,855Net Income 2022: -$35,4202022Revenue 2023: $59,600Expenses 2023: $133,957Net Income 2023: -$74,3572023Revenue 2024: $98,214Expenses 2024: $83,072Net Income 2024: $15,1422024

Highlighted filing

2019

Revenue$58,635
Expenses$45,144
Net Income$13,491
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 21, 2019
Return Version
2018v3.1
Gross Receipts
$96,541
Mission and Program Overview

Mission

To provide support and equipment to indialantic elementary school

Parent Teacher Student Organization

Program Services

DescriptionGrantsExpenses
Special events that brought together students parents and teachers were held to enhance the educational experience-$37,906
Through fundraising activities extra supplies & books were purchased for classrooms playgrounds were maintained and improved with new equipment benefitting all students-$19,779
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jayne HoffmannTreasurerPT$0--
Lindsay ToorPresidentPT$0--
Susan Cohen-PinskySecretary-$0--
Dana ChesserVice PresidentPT$0--
Peter KopecekVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog A Thon$42,628$42,628$17,912$24,716
Holiday Shop$12,151$12,151$8,085$4,066
Total Events$86,544$86,544$37,906$48,638
Filing and Contact Details

Filer

Filer Name
Indialantic Elementary PTO Inc
EIN
45-2544394
Address
1050 N Palm Ave, Indialantic, FL 32903

Signing Officer

Name
Jayne Hoffmann
Title
Treasurer
Phone
3217955971
Signed
2019-08-21
Discuss with paid preparer
No

Preparer

Firm
Steer Mercer and Company
Address
1360 South Patrick Dr Ste 2, Satellite Beach, FL 32937
Preparer
Gary Steer
Phone
3217731040
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountDSP Pictures Commission 3,475

Description of other expenses Part I line 16

Description AmountBank Fees 349Insurance Expense 2,099Supplies 1,224Misc Admin Costs 346Program Expenses 27,381Conference, Convention, Meeting 340Staff Appreciation and Teacher Reti 1,657Superfund 7,292Classroom Supplies 1,016Books and Subscriptions 952

Description of other assets Part II line 24

Category Beginning of Year End of YearAccounts Receivable 100 100Inventory 97 97

Description of total liabilities Part II line 26

Category Beginning of Year End of YearCredit Card Payable 0 390Funds Held for Other Club 6,770 8,282

Raw XML Appendix199 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jayne Hoffmann
IRS990EZ/BooksInCareOfDetail/PhoneNum03217955971
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 N Palm Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Indialantic
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032903
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0144507
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0159900
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0644
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013491
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0825
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0144704
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0160097
IRS990EZ/FundraisingGrossIncomeAmt092182
IRS990EZ/GrossReceiptsAmt096541
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0240
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0137934
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0151425
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0137934
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0151425
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jayne Hoffmann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lindsay Toor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Susan Cohen-Pinsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dana Chesser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Peter Kopecek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0197
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0197
IRS990EZ/OtherExpensesTotalAmt042656
IRS990EZ/OtherRevenueTotalAmt03475
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Student Organization
IRS990EZ/PrintingPublicationsPostageAmt01663
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Through fundraising activities extra supplies & books were purchased for classrooms playgrounds were maintained and improved with new equipment benefitting all students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Special events that brought together students parents and teachers were held to enhance the educational experience
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019779
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt137906
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037906
IRS990EZ/SpecialEventsNetIncomeLossAmt054276
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06770
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08672
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045144
IRS990EZ/TotalProgramServiceExpensesAmt057685
IRS990EZ/TotalRevenueAmt058635
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INDIALANTIC.MY.PTO.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02117
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08075
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0240
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0592
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt096300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0100635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0117912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0126761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0137931
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0579539
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0240
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0592
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99900
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0587614
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0104308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0118420
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0127894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0140048
IRS990ScheduleA/Total509Grp/TotalAmt0587614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0104418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0118588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0127968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0140048
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0588206
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037906
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog A Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Holiday Shop
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012151
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012151
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086544
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048638
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011909
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037906
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017912
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08085
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDSP Pictures Commission 3,475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Fees 349Insurance Expense 2,099Supplies 1,224Misc Admin Costs 346Program Expenses 27,381Conference, Convention, Meeting 340Staff Appreciation and Teacher Reti 1,657Superfund 7,292Classroom Supplies 1,016Books and Subscriptions 952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts Receivable 100 100Inventory 97 97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearCredit Card Payable 0 390Funds Held for Other Club 6,770 8,282
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jayne Hoffmann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03217955971
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Indialantic Elementary PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0452544394
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 N Palm Ave
ReturnHeader/Filer/USAddress/CityNm0Indialantic
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032903
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId084F5727B5193CFDA18D14C057FC28FC541DC93E7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId084F5727B5193CFDA18D14C057FC28FC541DC93E7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId050712320192385mt3edr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.198.192.4
ReturnHeader/FilingSecurityInformation/IPDt02019-08-26
ReturnHeader/FilingSecurityInformation/IPTm010:18:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452383904
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steer Mercer and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01360 South Patrick Dr Ste 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Satellite Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032937
ReturnHeader/PreparerPersonGrp/PhoneNum03217731040
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Steer
ReturnHeader/ReturnTs02019-08-26T10:19:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$0.98$0.83$0.15
2023Summary only. Only limited summary data is available for this year.$0.30$0.00$0.60$1.34$0.74
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$1.04$0.72$1.08$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.38$0.47$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.03$1.49$0.60$0.62$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.09$1.51$0.59$0.45$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.07$1.38$0.71$0.51$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.16$1.07$0.90$0.80$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.89$0.68$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.94$0.74$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.75$0.57$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.79$0.93$0.14
2012Summary only. Only limited summary data is available for this year.$0.51$0.00$1.96$1.45$0.51