Civic Intelligence

The Alan and Terri Spoon Family Foundation

990PF • Fiscal year 2016 • EIN 51-0433601

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
11 LedgewaysWellesley Hills, MA 02481-1409

(781) 466-8448

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

95th percentile

84%

Faster asset growth than 95% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

478%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,175,383

Up $536,697 (+84%) from 2015

Net Assets

Up

$1,175,383

Up $536,697 (+84%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin90th percentile

Revenue

Up

$1,097,039

Up $907,187 (+478%) from 2015

Expenses

Down

$560,342

Down $22,807 (-3.9%) from 2015

Net Income

Up

$536,697

Up $929,994 (+236%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $635,317Liabilities 2010: $0Net Assets 2010: $635,3172010Assets 2011: $477,990Liabilities 2011: $0Net Assets 2011: $477,9902011Assets 2012: $1,192,721Liabilities 2012: $12012Assets 2013: $948,126Liabilities 2013: $0Net Assets 2013: $948,1262013Assets 2014: $1,031,983Liabilities 2014: $0Net Assets 2014: $1,031,9832014Assets 2015: $638,686Liabilities 2015: $0Net Assets 2015: $638,6862015Assets 2016: $1,175,383Liabilities 2016: $0Net Assets 2016: $1,175,3832016Assets 2017: $295,444Liabilities 2017: $0Net Assets 2017: $295,4442017Assets 2018: $908,708Liabilities 2018: $0Net Assets 2018: $908,7082018Assets 2019: $1,120,271Liabilities 2019: $0Net Assets 2019: $1,120,2712019Assets 2020: $3,426,469Liabilities 2020: $0Net Assets 2020: $3,426,4692020Assets 2021: $3,303,684Liabilities 2021: $0Net Assets 2021: $3,303,6842021Assets 2022: $2,860,428Liabilities 2022: $0Net Assets 2022: $2,860,4282022Assets 2023: $3,637,677Liabilities 2023: $0Net Assets 2023: $3,637,6772023Assets 2024: $4,792,911Liabilities 2024: $0Net Assets 2024: $4,792,9112024

Highlighted filing

2016

Assets$1,175,383
Liabilities$0
Net Assets$1,175,383
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $219,0532010Expenses 2011: $161,2582011Revenue 2012: $1,027,991Expenses 2012: $313,260Net Income 2012: $714,7312012Revenue 2013: $69,225Expenses 2013: $313,820Net Income 2013: -$244,5952013Revenue 2014: $534,708Expenses 2014: $450,851Net Income 2014: $83,8572014Revenue 2015: $189,852Expenses 2015: $583,149Net Income 2015: -$393,2972015Revenue 2016: $1,097,039Expenses 2016: $560,342Net Income 2016: $536,6972016Revenue 2017: $5,497Expenses 2017: $547,949Net Income 2017: -$542,4522017Revenue 2018: $1,338,469Expenses 2018: $725,205Net Income 2018: $613,2642018Revenue 2019: $795,963Expenses 2019: $584,400Net Income 2019: $211,5632019Revenue 2020: $2,883,173Expenses 2020: $576,975Net Income 2020: $2,306,1982020Revenue 2021: $490,220Expenses 2021: $613,005Net Income 2021: -$122,7852021Revenue 2022: $144,073Expenses 2022: $587,329Net Income 2022: -$443,2562022Revenue 2023: $988,117Expenses 2023: $210,868Net Income 2023: $777,2492023Revenue 2024: $1,573,583Expenses 2024: $418,349Net Income 2024: $1,155,2342024

Highlighted filing

2016

Revenue$1,097,039
Expenses$560,342
Net Income$536,697
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN G SPOONTrustee-$0--
TERRI L SPOONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alan and Terri Spoon
EIN
51-0433601
Phone
7814668448
Address
11 LEDGEWAYS, WELLESLEY HILLS, MA 02481-1409

Signing Officer

Name
Alan G Spoon
Title
Trustee
Phone
7814668448
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Northstar Advisors LLC
Address
880 WINTER ST STE 350, WALTHAM, MA 02451-1465
Preparer
Keith E Herzog
Phone
7814668448
Raw XML Appendix381 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2261000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt336500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5233333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONEDUCATIONRELIGIOUSEDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMBINED JEWISH PHILANTHROPIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARVARD LAW SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MASSACHUSETTS INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MUSEUM OF FINE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NORWOOD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SMITHSONIAN INSTITUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6TEMPLE EMANUEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0126 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1125 MOUNT AUBURN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt277 MASS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3465 HUNTINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt48821 RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51000 JEFFERSON DRIVE SW 4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6385 WARD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BETHESDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420817
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602459
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0560133
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025842
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0518728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0400803
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0255001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0289848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0131528
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0131528
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01998671
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0534291
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0518728
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0400803
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0255001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0289848
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0560133
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0534291
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02130199
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01595908
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ALAN G SPOON
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011 LEDGEWAYS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WELLESLEY HILLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002481
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01063718
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01063718
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MARKETABLE SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-11-08
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0139
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt170
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN G SPOON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814668448
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAN AND TERRI SPOON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALAN
ReturnHeader/Filer/EIN0510433601
ReturnHeader/Filer/PhoneNum07814668448
ReturnHeader/Filer/USAddress/AddressLine1Txt011 LEDGEWAYS
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024811409
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03DCAE2B0AAD568BE94158C92ED6AA66E231CF564
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03DCAE2B0AAD568BE94158C92ED6AA66E231CF564
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.30.184.106
ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:40:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043534348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORTHSTAR ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0880 WINTER ST STE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024511465
ReturnHeader/PreparerPersonGrp/PhoneNum07814668448
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH E HERZOG
ReturnHeader/ReturnTs02017-05-15T13:13:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,175,383
Liabilities
$0
Net assets
$1,175,383
Revenue
$1,097,039
Expenses
$560,342
Net income
$536,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$1.57$0.42$1.16
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.99$0.21$0.78
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.14$0.59$0.44
2021Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.49$0.61$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$2.88$0.58$2.31
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.80$0.58$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.34$0.73$0.61
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.01$0.55$0.54
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$1.10$0.56$0.54
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.19$0.58$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.53$0.45$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.31$0.24
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$1.03$0.31$0.71
2011Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.16
2010Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.22