Civic Intelligence

Wholeheart Inc

990EZ • Fiscal year 2018 • EIN 46-4300314

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 01, 2018

Organization Profilewww.wholeheartinc.org
88 High Meadow LaneRichmond, VT 05477

(802) 917-5677

Siviq Scores

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

Liabilities / Assets

88th percentile

0.39x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

56th percentile

4.8%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$43,714

Up $2,006 (+4.8%) from 2017

Net Assets

Down

$26,884

Down $5,079 (-16%) from 2017

Liabilities

Up

$16,830

Up $7,085 (+73%) from 2017

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin33rd percentile

Revenue

Up

$151,982

Up $14,097 (+10%) from 2017

Expenses

Up

$157,061

Up $30,113 (+24%) from 2017

Net Income

Down

-$5,079

Down $16,016 (-146%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

2018

Assets$43,714
Liabilities$16,830
Net Assets$26,884
Open 2018 Filing

Operations Trend

Revenue Growth63rd percentile

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

2018

Revenue$151,982
Expenses$157,061
Net Income-$5,079
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 1, 2018
Return Version
2017v2.2
Gross Receipts
$151,982
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
During this fiscal year, we served 568 individuals, 191 through programs and 377 through contract facilitation work.-$105,342
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA PASSMORE ALLEYPresidentPT$0--
TARA REYNOLDSTreasurerPT$0--
NEWCOMB GREENLEAFDirector-$0--
ANN LINDNERDirector-$0--
MARISSA COLSTONSecretary-$0--
JULIE BROOKSDirector-$0--
Filing and Contact Details

Filer

Filer Name
WholeHeart Inc
EIN
46-4300314
Phone
8029175677
Address
88 High Meadow Lane, Richmond, VT 05477

Signing Officer

Name
Holly Wilkinson
Title
Executive Director
Phone
8029175677
Signed
2018-10-01
Discuss with paid preparer
Yes

Preparer

Firm
M Stuart & Associates Inc
Address
206 S Main St, Hardwick, VT 05843
Preparer
Michael Stuart CPA
Phone
8024726192
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Office Expense 1676.”

Form 990EZ, Part I, Line 16

“Insurance 2208.”

Form 990EZ, Part I, Line 16

“Retreats, Conferences, Conventions & Meetings 44135.”

Form 990EZ, Part I, Line 16

“Professional Development 1018.”

Form 990EZ, Part I, Line 16

“Memberships & Subscriptions 1200.”

Form 990EZ, Part I, Line 16

“Marketing 1792.”

Form 990EZ, Part I, Line 16

“Depreciation 193.”

Form 990EZ, Part I, Line 16

“Technology 3302.”

Form 990EZ, Part II, Line 24

“Accounts Receivable 600. 1208.”

Form 990EZ, Part II, Line 24

“Prepaid Expenses 6290. 657.”

Form 990EZ, Part II, Line 26

“Payroll and related taxes 2895. 2956.”

Form 990EZ, Part II, Line 26

“Deferred Revenue 6850. 8020.”

Form 990EZ, Part II, Line 26

“Scholarships 5339.”

Form 990EZ, Part II, Line 26

“Accounts Payable 0. 515.”

Raw XML Appendix207 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
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0HOLLY WILKINSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08029175677
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt088 High Meadow Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Richmond
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005477
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034335
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041559
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt091355
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5079
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016963
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041708
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043714
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0151982
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt0483
IRS990EZ/LandAndBuildingsGrp/EOYAmt0290
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031963
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026884
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031963
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026884
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICIA PASSMORE ALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TARA REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NEWCOMB GREENLEAF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANN LINDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARISSA COLSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06890
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01865
IRS990EZ/OtherExpensesTotalAmt055524
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To develop and facilitate reflective leadership practices for organizations and individuals.
IRS990EZ/PrintingPublicationsPostageAmt0868
IRS990EZ/ProgramServiceRevenueAmt060626
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0During this fiscal year, we served 568 individuals, 191 through programs and 377 through contract facilitation work.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0105342
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt083706
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09745
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt016830
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0157061
IRS990EZ/TotalProgramServiceExpensesAmt0105342
IRS990EZ/TotalRevenueAmt0151982
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wholeheartinc.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt042500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt051878
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0189378
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt091355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt084678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0334728
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02860
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0128580
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt01836
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01836
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt033
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0275766
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt042500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt051878
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0189378
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0151981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0137885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053338
IRS990ScheduleA/Total509Grp/TotalAmt0465144
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0465177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expense 1676.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 2208.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Retreats, Conferences, Conventions & Meetings 44135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Professional Development 1018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Memberships & Subscriptions 1200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Marketing 1792.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation 193.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Technology 3302.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable 600. 1208.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prepaid Expenses 6290. 657.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Payroll and related taxes 2895. 2956.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Deferred Revenue 6850. 8020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Scholarships 5339.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable 0. 515.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
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 II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY WILKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08029175677
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WholeHeart Inc
ReturnHeader/Filer/BusinessNameControlTxt0WHOL
ReturnHeader/Filer/EIN0464300314
ReturnHeader/Filer/PhoneNum08029175677
ReturnHeader/Filer/USAddress/AddressLine1Txt088 High Meadow Lane
ReturnHeader/Filer/USAddress/CityNm0Richmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005477
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F7CB0515A2D229BFA545A44DB1F7BEC77B642D9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0567B5C7DDA8CFFE539C8C201B514A7135D543B22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.89.240.221
ReturnHeader/FilingSecurityInformation/IPDt02018-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:14:45
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M STUART & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0206 S Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hardwick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005843
ReturnHeader/PreparerPersonGrp/PhoneNum08024726192
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STUART CPA
ReturnHeader/ReturnTs02018-11-01T06:14:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$43,714
Liabilities
$16,830
Net assets
$26,884
Revenue
$151,982
Expenses
$157,061
Net income
-$5,079
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
2018Detailed filing. Detailed filing data is available for this year.$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