Civic Intelligence

Shared Impact Foundation

990 • Fiscal year 2018 • EIN 46-3129459

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.SHAREDIMPACTFOUNDATION.ORG
274 Wall StreetHebron, CT 06248

(646) 627-7900

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.16x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

4th percentile

-82%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

6th percentile

-21%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$4,025,248

Down $1,092,227 (-21%) from 2017

Net Assets

Down

$3,875,248

Down $1,092,227 (-22%) from 2017

Liabilities

Flat

$150,000

Flat from 2017

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin4th percentile

Revenue

Down

$911,231

Down $2,518,422 (-73%) from 2017

Expenses

Up

$1,657,658

Up $116,112 (+7.5%) from 2017

Net Income

Down

-$746,427

Down $2,634,534 (-140%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $8,476Liabilities 2013: $02013Assets 2014: $272,549Liabilities 2014: $58,141Net Assets 2014: $214,4082014Assets 2015: $3,104,174Liabilities 2015: $0Net Assets 2015: $3,104,1742015Assets 2016: $3,075,564Liabilities 2016: $150,000Net Assets 2016: $2,925,5642016Assets 2017: $5,117,475Liabilities 2017: $150,000Net Assets 2017: $4,967,4752017Assets 2018: $4,025,248Liabilities 2018: $150,000Net Assets 2018: $3,875,2482018Assets 2019: $3,155,896Liabilities 2019: $150,000Net Assets 2019: $3,005,8962019Assets 2020: $2,186,071Liabilities 2020: $150,000Net Assets 2020: $2,036,0712020Assets 2021: $3,661,778Liabilities 2021: $150,000Net Assets 2021: $3,511,7782021Assets 2022: $3,456,161Liabilities 2022: $150,000Net Assets 2022: $3,306,1612022Assets 2023: $3,559,147Liabilities 2023: $150,000Net Assets 2023: $3,409,1472023Assets 2024: $3,499,654Liabilities 2024: $150,000Net Assets 2024: $3,349,6542024

Highlighted filing

2018

Assets$4,025,248
Liabilities$150,000
Net Assets$3,875,248
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $24,468Expenses 2013: $15,992Net Income 2013: $8,4762013Revenue 2014: $265,596Expenses 2014: $40,643Net Income 2014: $224,9532014Revenue 2015: $3,502,163Expenses 2015: $526,404Net Income 2015: $2,975,7592015Revenue 2016: $1,359,537Expenses 2016: $1,449,656Net Income 2016: -$90,1192016Revenue 2017: $3,429,653Expenses 2017: $1,541,546Net Income 2017: $1,888,1072017Revenue 2018: $911,231Expenses 2018: $1,657,658Net Income 2018: -$746,4272018Revenue 2019: $901,282Expenses 2019: $2,146,846Net Income 2019: -$1,245,5642019Revenue 2020: $62,694Expenses 2020: $1,162,895Net Income 2020: -$1,100,2012020Revenue 2021: $1,446,272Expenses 2021: $92,617Net Income 2021: $1,353,6552021Revenue 2022: $165,965Expenses 2022: $211,079Net Income 2022: -$45,1142022Revenue 2023: $217,132Expenses 2023: $218,916Net Income 2023: -$1,7842023Revenue 2024: $123,410Expenses 2024: $330,288Net Income 2024: -$206,8782024

Highlighted filing

2018

Revenue$911,231
Expenses$1,657,658
Net Income-$746,427
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$1,327,419
Mission and Program Overview

Mission

Providing philanthropists, foundations and family access to social investment expertise by allowing the donors to give tax deductible donations worldwide through a social investment market

A global donor advised fund providing philanthropists, foundations and family offices with access to social investment expertise.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,333,263$3,439,425▼ $893,838
Cash and Non-Interest-Bearing Accounts$784,212$585,823▼ $198,389
Total Assets$5,117,475$4,025,248▼ $1,092,227
Liabilities
Other Liabilities$150,000$150,000→ $0
Total Liabilities$150,000$150,000→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,967,475$3,875,248▼ $1,092,227
Total Net Assets Fund Balance$4,967,475$3,875,248▼ $1,092,227
Total Liabilities and Net Assets / Fund Balance$5,117,475$4,025,248▼ $1,092,227
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
David RosePresident
James HortonOfficer
Paul ChengSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$793,491
Program Service Revenue
$0
Investment Income
$121,935
Other Revenue
$-4,195
All Other Contributions
$793,491
Change in Net Assets
$-746,427

Audited Revenue Reconciliation

Revenue per Audited Statements
$911,231
Revenue Not Reported on Form 990
$-345,801
Total Revenue per Audited Statements
$565,430
Total Revenue per Form 990
$911,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,593,938
Other Expenses$63,720
Total Fundraising Expense$724
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$1,413,938--$1,413,938
Grants to Domestic Orgs$180,000--$180,000
Occupancy$5,375$949-$6,324
Other Expenses$2,063$363$724$3,150
Travel$2,478$437-$2,915
All Other Expenses$679$445-$1,124
Total Functional Expenses$1,620,082$36,852$724$1,657,658

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,657,658
Total Expenses per Audited Statements$1,657,658
Total Expenses per Form 990$1,657,658
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CharitywaterNew York, NY501c3General$180,000

International Summary

Offices
1
Employees
1

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
United KingdomDonations-11-
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
Due to Officer$150,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Required information is reviewed by a responsible director prior to and after completion of form 990.”

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

“Every member of the governing body and the board of trustees are required to monitor any possible conflict of interest of every member of the board of trustees. The board of trustees, as a whole, determines whether there is a conflict of interest and determines its resolution.”

Form 990, Page 6, Part VI, Line 19

“The organizations documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Sharedimpact Foundation
EIN
46-3129459
Address
274 WALL STREET, HEBRON, CT 06248

Signing Officer

Name
David Rose
Title
President
Phone
6466277900
Signed
2019-11-15

Organization Details

Principal Officer
David Rose
Formed
2013
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Murphy & Company Cpas LLC
Address
21 BUSINESS PARK DR, BRANFORD, CT 06405
Preparer
Camille R Murphy CPA
Phone
2032080572
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 4B

“Great britain (uk), hong kong”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization is exempt from federal income tax under internal revenue service code section 501(c)(3). Income from certain activities not directly related to the organization's tax-exempt purpose is subject to taxation as unrelated business income. For the years ended december 31, 2018 and 2017, there was no unrelated business income. Management believes there is appropriate support for all tax positions taken. There are no uncertain tax positions that are material to the consolidated financial statements. The organization's policiy is to recognize interest and penalties on unrecognized tax benefits in income tax expense in the consolidated financial statements. No interest and penalties were recorded during the years ended december 31, 2018 and 2017. The organization files form 990 - return of organization exempt from income tax in the u.s. Federal jurisdiction. The organization is subject to u.s. Federal inspection for the years ended december 31, 2015 to december 31, 2018. The organization follows provisions of fasb asc 740-10, "accounting for uncertainty in income taxes", and as a result, the organization did not recognize any liability for unrecognized tax benefits.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017, THERE WAS NO UNRELATED BUSINESS INCOME. MANAGEMENT BELIEVES THERE IS APPROPRIATE SUPPORT FOR ALL TAX POSITIONS TAKEN. THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICIY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS. NO INTEREST AND PENALTIES WERE RECORDED DURING THE YEARS ENDED DECEMBER 31, 2018 AND 2017. THE ORGANIZATION FILES FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION IS SUBJECT TO U.S. FEDERAL INSPECTION FOR THE YEARS ENDED DECEMBER 31, 2015 TO DECEMBER 31, 2018. THE ORGANIZATION FOLLOWS PROVISIONS OF FASB ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES", AND AS A RESULT, THE ORGANIZATION DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt01657658
IRS990ScheduleD/TotalLiabilityAmt0150000
IRS990ScheduleD/TotalRevenuePerForm990Amt0911231
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0565430
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01657658
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0UNITED KINGDOM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0DONATIONS
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt01413938
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0UNITED KINGDOM
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt01
IRS990ScheduleF/SubtotalOfficesCnt01
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0UNITED KINGDOM 0 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt01
IRS990ScheduleF/TotalOfficeCnt01
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0180000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHARITYWATER
IRS990ScheduleI/RecipientTable/RecipientEIN0223936753
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt040 WORTH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010013
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GREAT BRITAIN (UK), HONG KONG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REQUIRED INFORMATION IS REVIEWED BY A RESPONSIBLE DIRECTOR PRIOR TO AND AFTER COMPLETION OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY MEMBER OF THE GOVERNING BODY AND THE BOARD OF TRUSTEES ARE REQUIRED TO MONITOR ANY POSSIBLE CONFLICT OF INTEREST OF EVERY MEMBER OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES, AS A WHOLE, DETERMINES WHETHER THERE IS A CONFLICT OF INTEREST AND DETERMINES ITS RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0SHARED IMP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt1SHARED IMP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0SHAREDIMPACT FOUNDATION (UK) LTD
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1SHAREDIMPACT FOUNDATION (HK)
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/AddressLine1Txt016 OLD BAILEY
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/AddressLine1Txt116TH FLOOR TERN CENTRE TOWER II
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/AddressLine2Txt0251 QUEENS ROAD CENTRAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CityNm0LONDON
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CityNm1HONG KONG
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CountryCd0UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CountryCd1HK
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/ProvinceOrStateNm0LONDON
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/ProvinceOrStateNm1HONG KONG
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileForeignCountryCd0UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileForeignCountryCd1HK
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0BANK ACCT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1BANK ACCT
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05117475
IRS990/TotalAssetsEOYAmt04025248
IRS990/TotalAssetsGrp/BOYAmt05117475
IRS990/TotalAssetsGrp/EOYAmt04025248
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0793491
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0724
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036852
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01620082
IRS990/TotalFunctionalExpensesGrp/TotalAmt01657658
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0150000
IRS990/TotalLiabilitiesEOYAmt0150000
IRS990/TotalLiabilitiesGrp/BOYAmt0150000
IRS990/TotalLiabilitiesGrp/EOYAmt0150000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04967475
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03875248
IRS990/TotalProgramServiceExpensesAmt01620082
IRS990/TotalRevenueGrp/ExclusionAmt0-4195
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0121935
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0911231
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05117475
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04025248
IRS990/TravelGrp/ManagementAndGeneralAmt0437
IRS990/TravelGrp/ProgramServicesAmt02478
IRS990/TravelGrp/TotalAmt02915
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04967475
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03875248
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0274 WALL STREET
IRS990/USAddress/CityNm0HEBRON
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006248
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.SHAREDIMPACTFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06466277900
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAREDIMPACT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0463129459
ReturnHeader/Filer/USAddress/AddressLine1Txt0274 WALL STREET
ReturnHeader/Filer/USAddress/CityNm0HEBRON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006248
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B02FB13CA0AD20A056C93BCA0607554E963DC545
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A9D13645102A5D32CFB1E477AB6106BC5AFCD5E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.84.90.46
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:49:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462423722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MURPHY & COMPANY CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 BUSINESS PARK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRANFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006405
ReturnHeader/PreparerPersonGrp/PhoneNum02032080572
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAMILLE R MURPHY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-13T07:49:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,025,248
Liabilities
$150,000
Net assets
$3,875,248
Revenue
$911,231
Expenses
$1,657,658
Net income
-$746,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.15$3.35$0.12$0.33$0.21
2023Summary only. Only limited summary data is available for this year.$3.56$0.15$3.41$0.22$0.22$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$0.15$3.31$0.17$0.21$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.15$3.51$1.45$0.09$1.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.15$2.04$0.06$1.16$1.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.15$3.01$0.90$2.15$1.25
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.15$3.88$0.91$1.66$0.75
2017Summary only. Only limited summary data is available for this year.$5.12$0.15$4.97$3.43$1.54$1.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.15$2.93$1.36$1.45$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$3.50$0.53$2.98
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.06$0.21$0.27$0.04$0.22
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.02$0.02$0.01