Civic Intelligence

Cucare Welfare Benefit Plan Trust

990 • Fiscal year 2017 • EIN 46-6746110

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization ProfileN/A

View Organization Page

5975 Castle Creek Pkwy North No 200Indianapolis, IN 46250

(317) 594-5300

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

94th percentile

38%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

14%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$13,894,225

Up $3,824,104 (+38%) from 2016

Net Assets

Up

$13,878,457

Up $3,912,669 (+39%) from 2016

Liabilities

Down

$15,768

Down $88,565 (-85%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin72nd percentile

Revenue

Up

$28,774,639

Up $3,635,120 (+14%) from 2016

Expenses

Up

$24,861,970

Up $450,682 (+1.8%) from 2016

Net Income

Up

$3,912,669

Up $3,184,438 (+437%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$40M$30M$20M$10M$0Assets 2013: $3,300,117Liabilities 2013: $0Net Assets 2013: $3,300,1172013Assets 2014: $8,494,288Liabilities 2014: $201,752Net Assets 2014: $8,292,5362014Assets 2015: $9,402,911Liabilities 2015: $165,354Net Assets 2015: $9,237,5572015Assets 2016: $10,070,121Liabilities 2016: $104,333Net Assets 2016: $9,965,7882016Assets 2017: $13,894,225Liabilities 2017: $15,768Net Assets 2017: $13,878,4572017Assets 2018: $16,128,572Liabilities 2018: $41,738Net Assets 2018: $16,086,8342018Assets 2019: $20,042,426Liabilities 2019: $40,486Net Assets 2019: $20,001,9402019Assets 2020: $23,026,589Liabilities 2020: $7,019,782Net Assets 2020: $16,006,8072020Assets 2021: $27,252,479Liabilities 2021: $6,164,329Net Assets 2021: $21,088,1502021Assets 2022: $30,658,690Liabilities 2022: $5,143,301Net Assets 2022: $25,515,3892022Assets 2023: $31,035,031Liabilities 2023: $6,447,016Net Assets 2023: $24,588,0152023Assets 2024: $32,277,466Liabilities 2024: $6,680,417Net Assets 2024: $25,597,0492024

Highlighted filing

2017

Assets$13,894,225
Liabilities$15,768
Net Assets$13,878,457
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$60M$40M$20M$0-$20MRevenue 2013: $3,300,117Expenses 2013: $0Net Income 2013: $3,300,1172013Revenue 2014: $22,825,701Expenses 2014: $17,833,282Net Income 2014: $4,992,4192014Revenue 2015: $23,263,061Expenses 2015: $22,318,040Net Income 2015: $945,0212015Revenue 2016: $25,139,519Expenses 2016: $24,411,288Net Income 2016: $728,2312016Revenue 2017: $28,774,639Expenses 2017: $24,861,970Net Income 2017: $3,912,6692017Revenue 2018: $30,495,871Expenses 2018: $28,287,494Net Income 2018: $2,208,3772018Revenue 2019: $38,124,400Expenses 2019: $34,209,294Net Income 2019: $3,915,1062019Revenue 2020: $41,227,994Expenses 2020: $45,223,127Net Income 2020: -$3,995,1332020Revenue 2021: $46,464,882Expenses 2021: $41,383,539Net Income 2021: $5,081,3432021Revenue 2022: $49,190,963Expenses 2022: $44,763,724Net Income 2022: $4,427,2392022Revenue 2023: $50,936,800Expenses 2023: $52,042,543Net Income 2023: -$1,105,7432023Revenue 2024: $53,385,640Expenses 2024: $52,652,186Net Income 2024: $733,4542024

Highlighted filing

2017

Revenue$28,774,639
Expenses$24,861,970
Net Income$3,912,669
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Gross Receipts
$28,774,639
Mission and Program Overview

Mission

The trust is a "multiple employer welfare arrangement" as defined in section 3(40) of erisa. Its mission is to enable eligible employers to provide or make available welfare benefit coverages to their eligible employees and such employees' eligible dependents.

Self-funded multiple employer welfare arrangement (mewa) for indiana credit unions

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$10,064,351$13,882,087▲ $3,817,736
Rtn Earn Endowment Incm Other Fnds$9,965,788$13,878,457▲ $3,912,669
Accounts Receivable$5,419$11,937▲ $6,518
Prepaid Expenses and Deferred Charges$351$201▼ $150
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,070,121$13,894,225▲ $3,824,104
Liabilities
Accounts Payable and Accrued Expenses$104,333$15,768▼ $88,565
Total Liabilities$104,333$15,768▼ $88,565
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,965,788$13,878,457▲ $3,912,669
Total Liabilities and Net Assets / Fund Balance$10,070,121$13,894,225▲ $3,824,104
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
C Randall GlassburnPresident
Gregory TroutnerVice President
Amy BennerTrustee
Anthony MeltonTrustee
Lori GonzalezTrustee
Paul ObermeyerTrustee
Robert DownsTrustee
Lori EltzrothSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Icul Services CorporationManagement FeesPO BOX 50425, Indianapolis, IN 46250$423,954
Lhd Benefit AdvisorsConsulting Services250 W 96TH STREET SUITE 350, Indianapolis, IN 46260$169,456
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,661,239
Investment Income
$113,400
Other Revenue
$0
Change in Net Assets
$3,912,669

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,774,275
Revenue Not Reported on Financial Statements
$364
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$364
Total Revenue per Audited Statements
$28,774,275
Total Revenue per Form 990
$28,774,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,262,736
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$21,599,234
Fees for Services Legal---$83,459
Fees for Services Accounting---$18,150
Insurance---$10,343
Other Expenses---$2,627
Total Functional Expenses$0$0$0$24,861,970

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$24,861,970
Expenses per Audited Statements$24,861,606
Total Expenses per Audited Statements$24,861,606
Expenses Not Reported on Financial Statements$364
Other Expense Adjustments$364
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust has an administrative services agreement with icul services corporation to provide the trust and its members client support services, marketing support, and administrative support.”

Form 990, Part VI, Section A, Line 6

“All indiana credit unions that enter into a participation agreement with the trust will be considered a participating employer and will be eligible to offer their employees welfare benefit coverage offered by the trust beginning in 2014. 2013 was the first year of trust, so the intial board of trustees was appointed by the indiana credit union league (the settlor). The trust agreement calls for a policy to be adopted in 2015 where the participating employers will elect all future trustees after the intial trustees serve their 1-3 year terms.”

Form 990, Part VI, Section B, Line 11B

“The organization's auditing company prepares the 990 and it is reviewed by the organization's president in relation to the audited financials. The audited financials are reviewed by the entire board of trustees.”

Form 990, Part VI, Section C, Line 19

“Upon request, public documents may be viewed at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Cucare Welfare Benefit Plan Trust
EIN
46-6746110
Phone
3175945300
Address
5975 CASTLE CREEK PKWY NORTH NO 200, INDIANAPOLIS, IN 46250

Signing Officer

Name
C Randall Glassburn
Title
President
Phone
3175945300
Signed
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C Randall Glassburn
Formed
2013
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
9

Preparer

Firm
Brady Ware & Schoenfeld Inc
Address
ONE WOODSIDE DRIVE, RICHMOND, IN 47374
Preparer
Suzanne K Miller CPA
Phone
7659660531
Supplemental Narrative

Additional Explanations

Form 990. Part XI, Line 2C

“The organization has not changed the selection process for the auditor or the method of oversight.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501(c)(9) of the internal revenue code. The plan's investment income is subject to income taxes, and the plan files the applicable tax returns in order to pay the tax assessed on its investment income. The plan has obtained a favorable tax determination letter from the internal revenue service, and the plan sponsor believes that the plan continues to qualify and to operate in accordance with applicable provisions of the internal revenue code. Accounting principles generally accepted in the united states of america require the plan administrator to evaluate tax positions taken by the plan and recognize a tax liability for any uncertain position that more likely than not would not be sustained upon examination by the irs. Based on the results of the plan administrator's evaluation, no liability has been recognized in the accompanying statements of net assets available for benefits for uncertain income tax positions. The plan is subject to routine audits by tax authorities; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“INVESTMENT EXPENSES 364.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“INVESTMENT EXPENSES 364.”

Raw XML Appendix347 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
IRS990/AccountantCompileOrReviewInd00
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IRS990/ActivityOrMissionDesc0SELF-FUNDED MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) FOR INDIANA CREDIT UNIONS
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt013882087
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0364
IRS990ScheduleD/ExpensesSubtotalAmt024861606
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt0364
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0364
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0364
IRS990ScheduleD/RevenueSubtotalAmt028774275
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE PLAN'S INVESTMENT INCOME IS SUBJECT TO INCOME TAXES, AND THE PLAN FILES THE APPLICABLE TAX RETURNS IN ORDER TO PAY THE TAX ASSESSED ON ITS INVESTMENT INCOME. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE, AND THE PLAN SPONSOR BELIEVES THAT THE PLAN CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. BASED ON THE RESULTS OF THE PLAN ADMINISTRATOR'S EVALUATION, NO LIABILITY HAS BEEN RECOGNIZED IN THE ACCOMPANYING STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS FOR UNCERTAIN INCOME TAX POSITIONS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES 364.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES 364.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt024861970
IRS990ScheduleD/TotalRevenuePerForm990Amt028774639
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt028774275
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024861606
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS AN ADMINISTRATIVE SERVICES AGREEMENT WITH ICUL SERVICES CORPORATION TO PROVIDE THE TRUST AND ITS MEMBERS CLIENT SUPPORT SERVICES, MARKETING SUPPORT, AND ADMINISTRATIVE SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL INDIANA CREDIT UNIONS THAT ENTER INTO A PARTICIPATION AGREEMENT WITH THE TRUST WILL BE CONSIDERED A PARTICIPATING EMPLOYER AND WILL BE ELIGIBLE TO OFFER THEIR EMPLOYEES WELFARE BENEFIT COVERAGE OFFERED BY THE TRUST BEGINNING IN 2014. 2013 WAS THE FIRST YEAR OF TRUST, SO THE INTIAL BOARD OF TRUSTEES WAS APPOINTED BY THE INDIANA CREDIT UNION LEAGUE (THE SETTLOR). THE TRUST AGREEMENT CALLS FOR A POLICY TO BE ADOPTED IN 2015 WHERE THE PARTICIPATING EMPLOYERS WILL ELECT ALL FUTURE TRUSTEES AFTER THE INTIAL TRUSTEES SERVE THEIR 1-3 YEAR TERMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S AUDITING COMPANY PREPARES THE 990 AND IT IS REVIEWED BY THE ORGANIZATION'S PRESIDENT IN RELATION TO THE AUDITED FINANCIALS. THE AUDITED FINANCIALS ARE REVIEWED BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST, PUBLIC DOCUMENTS MAY BE VIEWED AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED THE SELECTION PROCESS FOR THE AUDITOR OR THE METHOD OF OVERSIGHT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990. PART XI, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010070121
IRS990/TotalAssetsEOYAmt013894225
IRS990/TotalAssetsGrp/BOYAmt010070121
IRS990/TotalAssetsGrp/EOYAmt013894225
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt024861970
IRS990/TotalGrossUBIAmt0113400
IRS990/TotalLiabilitiesBOYAmt0104333
IRS990/TotalLiabilitiesEOYAmt015768
IRS990/TotalLiabilitiesGrp/BOYAmt0104333
IRS990/TotalLiabilitiesGrp/EOYAmt015768
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09965788
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013878457
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt028661239
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028661239
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028774639
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0113400
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010070121
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013894225
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05975 CASTLE CREEK PARKWAY NORTH 200
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046250
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0C RANDALL GLASSBURN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03175945300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUCARE WELFARE BENEFIT PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CUCA
ReturnHeader/Filer/EIN0466746110
ReturnHeader/Filer/PhoneNum03175945300
ReturnHeader/Filer/USAddress/AddressLine1Txt05975 CASTLE CREEK PKWY NORTH NO 200
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046250
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B9126AA8BE5739B55199E0DCCD82DD18D832ABBE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09A827A59EE539FBEF7091890176C154590AFCA23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.141.187.4
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:03:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351476702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADY WARE & SCHOENFELD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE WOODSIDE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047374
ReturnHeader/PreparerPersonGrp/PhoneNum07659660531
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE K MILLER CPA
ReturnHeader/ReturnTs02018-05-11T07:57:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,894,225
Liabilities
$15,768
Net assets
$13,878,457
Revenue
$28,774,639
Expenses
$24,861,970
Net income
$3,912,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.3$6.68$25.6$53.4$52.7$0.73
2023Detailed filing. Detailed filing data is available for this year.$31.0$6.45$24.6$50.9$52.0$1.11
2022Detailed filing. Detailed filing data is available for this year.$30.7$5.14$25.5$49.2$44.8$4.43
2021Detailed filing. Detailed filing data is available for this year.$27.3$6.16$21.1$46.5$41.4$5.08
2020Detailed filing. Detailed filing data is available for this year.$23.0$7.02$16.0$41.2$45.2$4.00
2019Summary only. Only limited summary data is available for this year.$20.0$0.04$20.0$38.1$34.2$3.92
2018Detailed filing. Detailed filing data is available for this year.$16.1$0.04$16.1$30.5$28.3$2.21
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.02$13.9$28.8$24.9$3.91
2016Detailed filing. Detailed filing data is available for this year.$10.1$0.10$9.97$25.1$24.4$0.73
2015Detailed filing. Detailed filing data is available for this year.$9.40$0.17$9.24$23.3$22.3$0.95
2014Detailed filing. Detailed filing data is available for this year.$8.49$0.20$8.29$22.8$17.8$4.99
2013Summary only. Only limited summary data is available for this year.$3.30$0.00$3.30$3.30$0.00$3.30