Civic Intelligence

Indialantic Elementary PTO Inc.

990EZ • Fiscal year 2020 • EIN 45-2544394

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 20, 2020

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

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

35th percentile

-3.6%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

34th percentile

-4.7%

Faster asset growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

2.2%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$152,506

Down $7,591 (-4.7%) from 2019

Net Assets

Down

$149,281

Down $2,144 (-1.4%) from 2019

Liabilities

Down

$3,225

Down $5,447 (-63%) from 2019

Revenue

Up

$59,952

Up $1,317 (+2.2%) from 2019

Expenses

Up

$62,096

Up $16,952 (+38%) from 2019

Net Income

Down

-$2,144

Down $15,635 (-116%) from 2019

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

2020

Assets$152,506
Liabilities$3,225
Net Assets$149,281

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

2020

Revenue$59,952
Expenses$62,096
Net Income-$2,144
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 20, 2020
Return Version
2019v5.1
Gross Receipts
$106,768
Mission and Program Overview

Mission

To provide support and equipment to indialantic elementary school

Parent Teacher Student Organization

Program Services

DescriptionGrantsExpenses
Through fundraising activities extra supplies & books were purchased for classrooms, playgrounds were maintained and improved with new equipment benefitting all students.-$53,723
Special events that brought together students, parents, and teachers were held to enhance the educational experience.-$20,256
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$63,221$63,221$23,809$39,412
Yearbook$8,830$8,830$9,284$-454
Total Events$96,589$96,589$46,816$49,773
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
Peter Kopecek
Title
Vice President
Phone
3217955971
Signed
2020-07-20
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 7,759

Description of other expenses Part I line 16

Description AmountBank Fees 370Insurance Expense 1,526Supplies 265Misc Admin Costs 118Program Expenses 47,223Conference, Convention, Meeting 1,023Staff Appreciation 1,520Superfund 6,500Classroom Supplies 1,489Books and Subscriptions 1,087

Description of other assets Part II line 24

Category Beginning of Year End of YearAccounts Receivable 100 100Inventory 97 99

Description of total liabilities Part II line 26

Category Beginning of Year End of YearCredit Card Payable 390 50Funds Held for Other Club 8,282 3,175

Raw XML Appendix201 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/BOYAmt0159900
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0152307
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02213
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2144
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0850
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0160097
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0152506
IRS990EZ/FundraisingGrossIncomeAmt096589
IRS990EZ/GrossReceiptsAmt0106768
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0207
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0151425
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0149281
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0151425
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0149281
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/EOYAmt0199
IRS990EZ/OtherExpensesTotalAmt061121
IRS990EZ/OtherRevenueTotalAmt07759
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Student Organization
IRS990EZ/PrintingPublicationsPostageAmt0125
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/ProgramServiceExpensesAmt053723
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120256
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt046816
IRS990EZ/SpecialEventsNetIncomeLossAmt049773
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08672
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03225
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062096
IRS990EZ/TotalProgramServiceExpensesAmt073979
IRS990EZ/TotalRevenueAmt059952
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INDIALANTIC.MY.PTO.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0207
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0240
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0104348
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt096300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0100635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0117912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0126761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0545956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0207
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0240
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0799
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99860
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt0554127
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0106561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0104308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0118420
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0127894
IRS990ScheduleA/Total509Grp/TotalAmt0554127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0106768
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0104418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0118588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0127968
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0554926
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt046816
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog A Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Yearbook
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063221
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt024538
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt096589
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt063221
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt024538
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt096589
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049773
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013723
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt046816
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023809
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09284
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDSP Pictures Commission 7,759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Fees 370Insurance Expense 1,526Supplies 265Misc Admin Costs 118Program Expenses 47,223Conference, Convention, Meeting 1,023Staff Appreciation 1,520Superfund 6,500Classroom Supplies 1,489Books and Subscriptions 1,087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts Receivable 100 100Inventory 97 99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearCredit Card Payable 390 50Funds Held for Other Club 8,282 3,175
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Kopecek
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum03217955971
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-20
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/AtSubmissionCreationDeviceId00EDB891001887CA8B4F3005281E5C1E1A70D3467
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05071232020258notwuoa
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.146.2.25
ReturnHeader/FilingSecurityInformation/IPDt02020-09-14
ReturnHeader/FilingSecurityInformation/IPTm015:36:45
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/PreparationDt02020-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Steer
ReturnHeader/ReturnTs02020-09-14T15:34:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
2020Detailed filing. Detailed filing data is available for this year.$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