Civic Intelligence

Daniel J Preston Charitable Tr 4347-2 Dtd 020554

990 • Fiscal year 2016 • EIN 51-6149923

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 25, 2017

Organization ProfileN/A
5701 Kennett Pike No 100Centreville, DE 19807

(302) 351-7600

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

2nd percentile

-171%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

37th percentile

$11,154

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

30th percentile

-3.0%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$4,468,491

Down $137,023 (-3.0%) from 2015

Net Assets

Down

$4,468,491

Down $137,023 (-3.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin2nd percentile

Revenue

Down

$80,002

Down $130,949 (-62%) from 2015

Expenses

Down

$217,025

Down $13,313 (-5.8%) from 2015

Net Income

Down

-$137,023

Down $117,636 (-607%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,315,425Liabilities 2011: $0Net Assets 2011: $4,315,4252011Assets 2012: $4,225,806Liabilities 2012: $0Net Assets 2012: $4,225,8062012Assets 2013: $4,669,819Liabilities 2013: $0Net Assets 2013: $4,669,8192013Assets 2014: $4,624,901Liabilities 2014: $0Net Assets 2014: $4,624,9012014Assets 2015: $4,605,514Liabilities 2015: $0Net Assets 2015: $4,605,5142015Assets 2016: $4,468,491Liabilities 2016: $0Net Assets 2016: $4,468,4912016Assets 2017: $5,242,558Liabilities 2017: $0Net Assets 2017: $5,242,5582017Assets 2018: $4,662,401Liabilities 2018: $0Net Assets 2018: $4,662,4012018Assets 2019: $5,388,709Liabilities 2019: $0Net Assets 2019: $5,388,7092019Assets 2020: $5,828,284Liabilities 2020: $0Net Assets 2020: $5,828,2842020Assets 2021: $6,350,321Liabilities 2021: $0Net Assets 2021: $6,350,3212021Assets 2022: $5,481,182Liabilities 2022: $0Net Assets 2022: $5,481,1822022Assets 2023: $5,835,459Liabilities 2023: $0Net Assets 2023: $5,835,4592023

Highlighted filing

2016

Assets$4,468,491
Liabilities$0
Net Assets$4,468,491
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $422,899Expenses 2011: $264,482Net Income 2011: $158,4172011Revenue 2012: $196,270Expenses 2012: $245,025Net Income 2012: -$48,7552012Revenue 2013: $644,686Expenses 2013: $241,055Net Income 2013: $403,6312013Revenue 2014: $169,950Expenses 2014: $214,868Net Income 2014: -$44,9182014Revenue 2015: $210,951Expenses 2015: $230,338Net Income 2015: -$19,3872015Revenue 2016: $80,002Expenses 2016: $217,025Net Income 2016: -$137,0232016Revenue 2017: $175,543Expenses 2017: $224,940Net Income 2017: -$49,3972017Revenue 2018: $442,995Expenses 2018: $251,962Net Income 2018: $191,0332018Revenue 2019: $442,182Expenses 2019: $224,134Net Income 2019: $218,0482019Revenue 2020: $42,050Expenses 2020: $252,004Net Income 2020: -$209,9542020Revenue 2021: $514,815Expenses 2021: $272,621Net Income 2021: $242,1942021Revenue 2022: $183,138Expenses 2022: $300,459Net Income 2022: -$117,3212022Revenue 2023: $137,845Expenses 2023: $254,731Net Income 2023: -$116,8862023

Highlighted filing

2016

Revenue$80,002
Expenses$217,025
Net Income-$137,023
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$403,325
Mission and Program Overview

Mission

Provide monthly income to support the programs and mission of the delaware academy of medicine, inc., including funding for the medical student loan program.

Provides income to support the programs and mission of the delaware academy of medicine, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,605,514$4,468,491▼ $137,023
Investments in Publicly Traded Securities$4,490,438$4,358,917▼ $131,521
Cash and Non-Interest-Bearing Accounts$41,157$78,578▲ $37,421
Investments Other Securities$30,793$30,091▼ $702
Other Notes and Loans Receivable, Net$42,796$905▼ $41,891
Savings and Temporary Cash Investments$330$0▼ $330
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,605,514$4,468,491▼ $137,023
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,605,514$4,468,491▼ $137,023
Total Liabilities and Net Assets / Fund Balance$4,605,514$4,468,491▼ $137,023

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,528,494-▲ $74,267-$4,387,428
2015$4,547,881-▲ $212,998-$4,528,494
2014$4,575,661$17,137▲ $169,951-$4,547,881
2013$4,172,030-▲ $644,686-$4,575,661
2012$4,221,267-▲ $195,489-$4,172,030
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
-TRUSTEE AS OF JULY '13$11,154$11,154
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,735
Investment Income
$74,267
Other Revenue
$0
Change in Net Assets
$-137,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$204,179
Salaries, Compensation, and Employee Benefits$11,154
Other Expenses$1,692
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$204,179--$204,179
Current Officers, Directors, Trustees, and Key Employees-$11,154-$11,154
Other Expenses-$1,692-$1,692
Total Functional Expenses$204,179$12,846$0$217,025
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Delaware Academy of Medicine IncNewark, DE501(c)(3)Programs/student Loans$204,179
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“Quarterly meetings are held with the supported organization to discuss investments.”

Form 990, Part VI, Section A, Line 8B

“N/A”

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

“The 990 will be provided to the trustee for review and signature before it is mailed, or electronically filed, by the preparer.”

Form 990, Part VI, Section C, Line 18

“This charitable trust was established by a trust document, therefore no conflict of interest policy has been established and financial statements are not required to be prepared by the governing document (the trust document). The trust documents are available to the delaware academy of medicine, inc.”

Form 990, Part VI, Section C, Line 19

“This charitable trust was established by a trust document, therefore no conflict of interest policy has been established and financial statements are not required to be prepared by the governing document (the trust document). The trust documents are available to the delaware academy of medicine, inc.”

Filing and Contact Details

Filer

Filer Name
Daniel J Preston Charitable Trust
EIN
51-6149923
Phone
3023517600
Address
5701 KENNETT PIKE NO 100, CENTREVILLE, DE 19807

Signing Officer

Name
Jeffrey D Cornelius
Title
Brown Advisory
Phone
3023517600
Signed
2017-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brown Advisory Trustee
Formed
1954
Legal Domicile
De
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Albero Kupferman & Associates LLC
Address
1701 SHALLCROSS AVE STE D, WILMINGTON, DE 19806
Preparer
Renee a Villano CPA
Phone
3022307171
Raw XML Appendix388 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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IRS990/BooksInCareOfDetail/PhoneNum03023517600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05701 KENNETT PIKE SUITE 100
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt030793
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt04490438
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0323323
IRS990/LoanOutstandingInd00
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IRS990/LocalChaptersInd00
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IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES ON INVEST
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01692
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IRS990/OtherInd0X
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt042796
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IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05735
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05735
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE LOANS TO MEDICAL STUDENTS THROUGH THE DELAWARE ACADEMY OF MEDICINE, INC. STUDENT LOAN PROGRAM.
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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IRS990ScheduleI/RecipientTable/CashGrantAmt0204179
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAMS/STUDENT LOANS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DELAWARE ACADEMY OF MEDICINE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0510075162
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04765 OGLETOWN ROAD L-10
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWARK
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0QUARTERLY MEETINGS ARE HELD WITH THE SUPPORTED ORGANIZATION TO DISCUSS INVESTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 WILL BE PROVIDED TO THE TRUSTEE FOR REVIEW AND SIGNATURE BEFORE IT IS MAILED, OR ELECTRONICALLY FILED, BY THE PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS CHARITABLE TRUST WAS ESTABLISHED BY A TRUST DOCUMENT, THEREFORE NO CONFLICT OF INTEREST POLICY HAS BEEN ESTABLISHED AND FINANCIAL STATEMENTS ARE NOT REQUIRED TO BE PREPARED BY THE GOVERNING DOCUMENT (THE TRUST DOCUMENT). THE TRUST DOCUMENTS ARE AVAILABLE TO THE DELAWARE ACADEMY OF MEDICINE, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS CHARITABLE TRUST WAS ESTABLISHED BY A TRUST DOCUMENT, THEREFORE NO CONFLICT OF INTEREST POLICY HAS BEEN ESTABLISHED AND FINANCIAL STATEMENTS ARE NOT REQUIRED TO BE PREPARED BY THE GOVERNING DOCUMENT (THE TRUST DOCUMENT). THE TRUST DOCUMENTS ARE AVAILABLE TO THE DELAWARE ACADEMY OF MEDICINE, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DELAWARE ACADEMY OF MEDICINE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WALTER CARPENETER JR TRUST FBO DE ACADEMY OF MEDICINE AMND 2013
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0510075162
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237337255
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION AND PROMOTION OF PUBLIC HEALTH
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEWARK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CENTREVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019713
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd119807
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0204179
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt147626
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL TRANSFERS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL TRANSFERS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0DELAWARE ACADMEY OF MEDICINE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1DELAWARE ACADMEY OF MEDICINE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1D
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04605514
IRS990/TotalAssetsEOYAmt04468491
IRS990/TotalAssetsGrp/BOYAmt04605514
IRS990/TotalAssetsGrp/EOYAmt04468491
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012846
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0204179
IRS990/TotalFunctionalExpensesGrp/TotalAmt0217025
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04605514
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04468491
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0204179
IRS990/TotalProgramServiceRevenueAmt05735
IRS990/TotalReportableCompFromOrgAmt011154
IRS990/TotalRevenueGrp/ExclusionAmt074267
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05735
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080002
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04605514
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04468491
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05701 KENNETT PIKE SUITE 100
IRS990/USAddress/CityNm0CENTREVILLE
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd019807
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY D CORNELIUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BROWN ADVISORY
ReturnHeader/BusinessOfficerGrp/PhoneNum03023517600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL J PRESTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt04347-2 DTD 020554
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0516149923
ReturnHeader/Filer/PhoneNum03023517600
ReturnHeader/Filer/USAddress/AddressLine1Txt05701 KENNETT PIKE NO 100
ReturnHeader/Filer/USAddress/CityNm0CENTREVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04FA8BCB6F6E6C65ED019C196CA8DBA70F3359E8F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04603EBC2E6D9229B4C0C789DD93CE4660935BEB1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.146.225.49
ReturnHeader/FilingSecurityInformation/IPDt02017-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:49:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260645306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALBERO KUPFERMAN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01701 SHALLCROSS AVE STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019806
ReturnHeader/PreparerPersonGrp/PhoneNum03022307171
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RENEE A VILLANO CPA
ReturnHeader/ReturnTs02017-10-30T11:39:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,468,491
Liabilities
$0
Net assets
$4,468,491
Revenue
$80,002
Expenses
$217,025
Net income
-$137,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.14$0.25$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.18$0.30$0.12
2021Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.51$0.27$0.24
2020Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.04$0.25$0.21
2019Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.44$0.22$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.44$0.25$0.19
2017Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.18$0.22$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.08$0.22$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.21$0.23$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.17$0.21$0.04
2013Summary only. Only limited summary data is available for this year.$4.67$0.00$4.67$0.64$0.24$0.40
2012Summary only. Only limited summary data is available for this year.$4.23$0.00$4.23$0.20$0.25$0.05
2011Summary only. Only limited summary data is available for this year.$4.32$0.00$4.32$0.42$0.26$0.16