Civic Intelligence

Wholeheart Inc

990EZ • Fiscal year 2016 • EIN 46-4300314

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 10, 2016

333 Atherton WayGreensboro, VT 05841

(802) 533-2478

Siviq Scores

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

Liabilities / Assets

74th percentile

0.06x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

95th percentile

194%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$22,408

Up $14,779 (+194%) from 2015

Net Assets

Up

$21,026

Up $14,369 (+216%) from 2015

Liabilities

Up

$1,382

Up $410 (+42%) from 2015

Revenue

Up

$67,556

Up $13,140 (+24%) from 2015

Expenses

Up

$54,187

Up $1,157 (+2.2%) from 2015

Net Income

Up

$13,369

Up $11,983 (+865%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $3,799Liabilities 2014: $412014Assets 2015: $7,629Liabilities 2015: $972Net Assets 2015: $6,6572015Assets 2016: $22,408Liabilities 2016: $1,382Net Assets 2016: $21,0262016Assets 2017: $41,708Liabilities 2017: $9,745Net Assets 2017: $31,9632017Assets 2018: $43,714Liabilities 2018: $16,830Net Assets 2018: $26,8842018Assets 2019: $54,544Liabilities 2019: $17,156Net Assets 2019: $37,3882019Assets 2020: $72,889Liabilities 2020: $22,333Net Assets 2020: $50,5562020Assets 2021: $91,350Liabilities 2021: $23,056Net Assets 2021: $68,2942021Assets 2022: $86,169Liabilities 2022: $42,537Net Assets 2022: $43,6322022Assets 2023: $61,468Liabilities 2023: $29,929Net Assets 2023: $31,5392023Assets 2024: $75,489Liabilities 2024: $21,064Net Assets 2024: $54,4252024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2016

Assets$22,408
Liabilities$1,382
Net Assets$21,026

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $53,338Expenses 2014: $49,580Net Income 2014: $3,7582014Revenue 2015: $54,416Expenses 2015: $53,030Net Income 2015: $1,3862015Revenue 2016: $67,556Expenses 2016: $54,187Net Income 2016: $13,3692016Revenue 2017: $137,885Expenses 2017: $126,948Net Income 2017: $10,9372017Revenue 2018: $151,982Expenses 2018: $157,061Net Income 2018: -$5,0792018Revenue 2019: $247,697Expenses 2019: $237,193Net Income 2019: $10,5042019Revenue 2020: $283,005Expenses 2020: $269,837Net Income 2020: $13,1682020Revenue 2021: $254,587Expenses 2021: $237,399Net Income 2021: $17,1882021Revenue 2022: $221,816Expenses 2022: $246,478Net Income 2022: -$24,6622022Revenue 2023: $301,731Expenses 2023: $314,494Net Income 2023: -$12,7632023Revenue 2024: $234,675Expenses 2024: $211,789Net Income 2024: $22,8862024Revenue 2025: $88,157Expenses 2025: $142,582Net Income 2025: -$54,4252025

Highlighted filing

2016

Revenue$67,556
Expenses$54,187
Net Income$13,369
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 10, 2016
Return Version
2015v2.1
Gross Receipts
$67,556
Mission and Program Overview

Mission

To develop and facilitate reflective leadership practices for organizations and individuals.

WholeHeart, Inc. connects, convenes and facilitates authentic conversations and experiential learning opportunities to support and strengthen individual resilience and cultivate positive organizational culture in these challenging times.

Program Services

DescriptionGrantsExpenses
Recent accomplishments include convening trainings in the WholeHeart Wellness Model, Intergenerational Leadership Exchanges and Circles of Trust in the Northeast Kingdom of Vermont.-$43,281
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA PASSMORE ALLEYPresidentPT$0--
TARA REYNOLDSTreasurer/SecretaryPT$0--
NEWCOMB GREENLEAFDirector-$0--
MARILYN WEBB NEAGLEYDirector-$0--
DAVID SCHWARTZDirector-$0--
ANN LINDNERDirector-$0--
KAREN HOLMESDirector-$0--
MARISSA COLSTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
WholeHeart Inc
EIN
46-4300314
Phone
8025332478
Address
333 Atherton Way, Greensboro, VT 05841

Signing Officer

Name
Tara Reynolds
Title
Secretary
Phone
8025332478
Signed
2016-10-10
Discuss with paid preparer
Yes

Preparer

Firm
M Stuart & Associates Inc
Address
156 DANIELS ROAD, HARDWICK, VT 05843
Preparer
Michael Stuart CPA
Phone
8024726192
Supplemental Narrative

Additional Explanations

Other

Part I line 16 Please see supplemental schedule of Other Expenses attached to the return

Other

Part I line 20 Please see supplemental schedule of Changes in net assests or fund balances attached to the return

Form 990EZ, Part I, Line 16

Registration Fees 245.

Form 990EZ, Part I, Line 16

Office Expense 84.

Form 990EZ, Part I, Line 16

Insurance 909.

Form 990EZ, Part I, Line 16

Conferences, Conventions & Meetings 2378.

Form 990EZ, Part I, Line 16

Professional Development 205.

Form 990EZ, Part I, Line 16

Memberships & Subscriptions 40.

Form 990EZ, Part I, Line 16

Depreciation 201.

Form 990EZ, Part I, Line 16

Marketing 160.

Form 990EZ, Part I, Line 20

Adjust payroll tax accrual 1000.

Form 990EZ, Part II, Line 26

Payroll and related taxes 1382.

Raw XML Appendix196 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/PersonNm0TARA REYNOLDS
IRS990EZ/BooksInCareOfDetail/PhoneNum08025332478
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 Atherton Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Greensboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005841
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07629
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021603
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057097
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013369
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05833
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07629
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022408
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt067556
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt032
IRS990EZ/LandAndBuildingsGrp/EOYAmt0805
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06657
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021026
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06657
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021026
IRS990EZ/OccupancyRentUtltsAndMaintAmt02570
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICIA PASSMORE ALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TARA REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NEWCOMB GREENLEAF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARILYN WEBB NEAGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANN LINDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KAREN HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARISSA COLSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer/Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01000
IRS990EZ/OtherExpensesTotalAmt04222
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WholeHeart, Inc. connects, convenes and facilitates authentic conversations and experiential learning opportunities to support and strengthen individual resilience and cultivate positive organizational culture in these challenging times.
IRS990EZ/PrintingPublicationsPostageAmt01385
IRS990EZ/ProgramServiceRevenueAmt010427
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Recent accomplishments include convening trainings in the WholeHeart Wellness Model, Intergenerational Leadership Exchanges and Circles of Trust in the Northeast Kingdom of Vermont.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043281
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt040177
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0972
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01382
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054187
IRS990EZ/TotalProgramServiceExpensesAmt043281
IRS990EZ/TotalRevenueAmt067556
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wholeheartinc.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt042500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt051878
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0129378
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0158695
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02860
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014747
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01836
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01836
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt045900
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt042500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt051878
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0129378
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053338
IRS990ScheduleA/Total509Grp/TotalAmt0175278
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0175310
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part I line 16 Please see supplemental schedule of Other Expenses attached to the return
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part I line 20 Please see supplemental schedule of Changes in net assests or fund balances attached to the return
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Registration Fees 245.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expense 84.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 909.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, Conventions & Meetings 2378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Professional Development 205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Memberships & Subscriptions 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Depreciation 201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Marketing 160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Adjust payroll tax accrual 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Payroll and related taxes 1382.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08025332478
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WholeHeart Inc
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0464300314
ReturnHeader/Filer/PhoneNum08025332478
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 Atherton Way
ReturnHeader/Filer/USAddress/CityNm0Greensboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M STUART & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0156 DANIELS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARDWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005843
ReturnHeader/PreparerPersonGrp/PhoneNum08024726192
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STUART CPA
ReturnHeader/ReturnTs02016-11-07T11:05:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.88$1.43$0.54
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.21$0.54$2.35$2.12$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.30$0.32$3.02$3.14$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.43$0.44$2.22$2.46$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.23$0.68$2.55$2.37$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.22$0.51$2.83$2.70$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.17$0.37$2.48$2.37$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.17$0.27$1.52$1.57$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.10$0.32$1.38$1.27$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.21$0.68$0.54$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.01$0.07$0.54$0.53$0.01
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.53$0.50$0.04