Civic Intelligence

Operating Engineers Local No 37 Apprenticeship and Training Fund

990 • Fiscal year 2013 • EIN 52-0893636

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization ProfileN/A
3615 North Point Boulevard No C21222

(410) 254-9595

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

28th percentile

-4.7%

Higher net margin than 28% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$134,075

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

38th percentile

-0.9%

Faster asset growth than 38% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

39th percentile

-0.3%

Faster revenue growth than 39% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$4,582,578

Down $39,535 (-0.9%) from 2012

Net Assets

Down

$4,576,573

Down $38,136 (-0.8%) from 2012

Liabilities

Down

$6,005

Down $1,399 (-19%) from 2012

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin28th percentile

Revenue

$816,410

No earlier filing loaded for comparison.

Expenses

Up

$854,546

Up $74,234 (+9.5%) from 2012

Net Income

-$38,136

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,142,944Liabilities 2010: $223,566Net Assets 2010: $5,919,3782010Assets 2011: $4,648,860Liabilities 2011: $141,542Net Assets 2011: $4,507,3182011Assets 2012: $4,622,113Liabilities 2012: $7,404Net Assets 2012: $4,614,7092012Assets 2013: $4,582,578Liabilities 2013: $6,005Net Assets 2013: $4,576,5732013Assets 2014: $4,868,548Liabilities 2014: $36,199Net Assets 2014: $4,832,3492014Assets 2015: $5,286,460Liabilities 2015: $8,926Net Assets 2015: $5,277,5342015Assets 2016: $5,631,850Liabilities 2016: $11,774Net Assets 2016: $5,620,0762016Assets 2017: $5,891,300Liabilities 2017: $18,867Net Assets 2017: $5,872,4332017Assets 2018: $5,958,210Liabilities 2018: $4,560Net Assets 2018: $5,953,6502018Assets 2019: $6,146,967Liabilities 2019: $30,600Net Assets 2019: $6,116,3672019Assets 2020: $6,159,701Liabilities 2020: $125,802Net Assets 2020: $6,033,8992020Assets 2021: $6,023,675Liabilities 2021: $31,810Net Assets 2021: $5,991,8652021Assets 2022: $5,943,606Liabilities 2022: $19,354Net Assets 2022: $5,924,2522022Assets 2023: $7,568,732Liabilities 2023: $2,211Net Assets 2023: $7,566,5212023Assets 2024: $7,630,931Liabilities 2024: $22,009Net Assets 2024: $7,608,9222024

Highlighted filing

2013

Assets$4,582,578
Liabilities$6,005
Net Assets$4,576,573
Open 2013 Filing

Operations Trend

Revenue Growth39th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $5,759,497Expenses 2010: $1,087,197Net Income 2010: $4,672,3002010Revenue 2011: $820,929Expenses 2011: $2,232,989Net Income 2011: -$1,412,0602011Expenses 2012: $780,3122012Revenue 2013: $816,410Expenses 2013: $854,546Net Income 2013: -$38,1362013Revenue 2014: $1,057,266Expenses 2014: $801,490Net Income 2014: $255,7762014Revenue 2015: $1,283,669Expenses 2015: $838,484Net Income 2015: $445,1852015Revenue 2016: $1,364,006Expenses 2016: $1,021,464Net Income 2016: $342,5422016Revenue 2017: $1,287,923Expenses 2017: $1,035,566Net Income 2017: $252,3572017Revenue 2018: $1,177,983Expenses 2018: $1,094,528Net Income 2018: $83,4552018Revenue 2019: $1,304,684Expenses 2019: $1,147,722Net Income 2019: $156,9622019Revenue 2020: $1,063,416Expenses 2020: $1,142,642Net Income 2020: -$79,2262020Revenue 2021: $1,199,136Expenses 2021: $1,241,509Net Income 2021: -$42,3732021Revenue 2022: $1,123,498Expenses 2022: $1,191,111Net Income 2022: -$67,6132022Revenue 2023: $2,903,891Expenses 2023: $1,261,663Net Income 2023: $1,642,2282023Revenue 2024: $1,514,422Expenses 2024: $1,472,021Net Income 2024: $42,4012024

Highlighted filing

2013

Revenue$816,410
Expenses$854,546
Net Income-$38,136
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.0
Gross Receipts
$826,096
Mission and Program Overview

Mission

To provide training to fund participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,545,012$2,913,299▼ $631,713
Land, Buildings, and Equipment, Net$244,091$1,558,467▲ $1,314,376
Accounts Receivable$67,356$74,003▲ $6,647
Prepaid Expenses and Deferred Charges$1,272$1,057▼ $215
Total Assets$4,622,113$4,582,578▼ $39,535
Other Assets Total$764,382$35,752▼ $728,630
Liabilities
Accounts Payable and Accrued Expenses$7,404$6,005▼ $1,399
Total Liabilities$7,404$6,005▼ $1,399
Net Assets / Fund Balance
Unrestricted Net Assets$4,614,709$4,576,573▼ $38,136
Total Net Assets Fund Balance$4,614,709$4,576,573▼ $38,136
Total Liabilities and Net Assets / Fund Balance$4,622,113$4,582,578▼ $39,535

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$334,999$753,478$1,088,477
Land$635,856-$635,856
Other Land Buildings$587,612$41,973$629,585
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles McgeeTraining School DirectorFT$81,878$52,197$134,075

Board Members and Trustees

NameTitle
Joseph ShanahanChairman
James J SmithTrustees
James P McnelisTrustees
Pierce J Flanigan IvTrustees
Robert a HolseyTrustees
Charles HolubVice-chariman
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$806,184
Investment Income
$3,814
Other Revenue
$6,412
Change in Net Assets
$-38,136

Audited Revenue Reconciliation

Revenue per Audited Statements
$816,410
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$816,410
Total Revenue per Form 990
$816,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$484,614
Other Expenses$369,932
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$138,767$41,553-$180,320
Depreciation Depletion$104,164$41,192-$145,356
Other Employee Benefits$107,741$34,113-$141,854
Current Officers, Directors, Trustees, and Key Employees$80,445$53,630-$134,075
Fees for Services Management$25,081$27,919-$53,000
Office Expenses$25,301$10,006-$35,307
Payroll Taxes$20,327$8,038-$28,365
Fees for Services Legal-$25,946-$25,946
Insurance$15,960$6,312-$22,272
Occupancy$15,697$6,208-$21,905
Other Expenses$10,350$4,092-$14,442
Fees for Services Accounting-$4,115-$4,115
Travel-$2,484-$2,484
Total Functional Expenses$582,023$272,523$0$854,546

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$854,546
Total Expenses per Audited Statements$854,546
Total Expenses per Form 990$854,546
Expenses Not Reported on Financial Statements$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 7A

“Trustees are appointed by the union and contributing employers.”

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

“There are no committees with the authority to act on behalf of the governing body. All decisions and actions are made by the board of trustees.”

Form 990, Part VI, Section B, Line 11

“An electronic copy of the form 990 is circulated to the trsutees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization is governed by erisa, which prohibits conflicts of interest. The board of trustees monitors the organization for potential conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“Salaries are determined by knowledge of salaries at comparable positions and are reviewed by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The fund makes its governing documents and financial statements available to participants as requried by erisa.”

Filing and Contact Details

Filer

EIN
52-0893636
Phone
4102549595

Signing Officer

Name
Joseph F Shanahan
Title
Chairman, Board of Trustees
Phone
4102549595
Signed
2014-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph F Shanahan
Formed
1966
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
0

Preparer

Preparer
Kelli L Miller CPA
Phone
4103396464
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed its oversight or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2010.”

Raw XML Appendix396 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHARIMAN
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IRS990/RevenueAmt0812596
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0334999
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0753478
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01088477
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0854546
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0635856
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0635856
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0587612
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt041973
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0629585
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0816410
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01558467
IRS990ScheduleD/TotalExpensesPerForm990Amt0854546
IRS990ScheduleD/TotalRevenuePerForm990Amt0816410
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0816410
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0854546
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NEITHER NEWSPAPER NOR BROADCAST MEDIA ARE USED TO SOLICIT STUDDENTS. DURING THE ENROLLMENT PERIOD, APPLICATIONS ARE RECEIVED AND REVIEWED BY THE TRUSTEES IN ACCORDANCE WITH THE FUND'S POLICY OF RACIAL NONDISCRIMINATION TOWARDS STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1SOLICIATIONS ARE NOT MADE. CONTRIBUTIONS ARE RECEIVED FROM EMPLOYERS UNDER A COLLECTIVE BARGAINING AGREEMENT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES ARE APPOINTED BY THE UNION AND CONTRIBUTING EMPLOYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. ALL DECISIONS AND ACTIONS ARE MADE BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN ELECTRONIC COPY OF THE FORM 990 IS CIRCULATED TO THE TRSUTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION IS GOVERNED BY ERISA, WHICH PROHIBITS CONFLICTS OF INTEREST. THE BOARD OF TRUSTEES MONITORS THE ORGANIZATION FOR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALARIES ARE DETERMINED BY KNOWLEDGE OF SALARIES AT COMPARABLE POSITIONS AND ARE REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS AS REQURIED BY ERISA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04622113
IRS990/TotalAssetsEOYAmt04582578
IRS990/TotalAssetsGrp/BOYAmt04622113
IRS990/TotalAssetsGrp/EOYAmt04582578
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0272523
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0582023
IRS990/TotalFunctionalExpensesGrp/TotalAmt0854546
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07404
IRS990/TotalLiabilitiesEOYAmt06005
IRS990/TotalLiabilitiesGrp/BOYAmt07404
IRS990/TotalLiabilitiesGrp/EOYAmt06005
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04614709
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04576573
IRS990/TotalOtherCompensationAmt052197
IRS990/TotalProgramServiceExpensesAmt0582023
IRS990/TotalProgramServiceRevenueAmt0806184
IRS990/TotalReportableCompFromOrgAmt081878
IRS990/TotalRevenueGrp/ExclusionAmt03814
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0812596
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0816410
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04622113
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04582578
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02484
IRS990/TravelGrp/TotalAmt02484
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04614709
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04576573
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103615 NORTH POINT BOULEVARD NO C
IRS990/USAddress/City0BALTIMORE
IRS990/USAddress/State0MD
IRS990/USAddress/ZIPCode021222
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH F SHANAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN, BOARD OF TRUSTEES
ReturnHeader/BusinessOfficerGrp/PhoneNum04102549595
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10OPERATING ENGINEERS LOCAL NO 37
ReturnHeader/Filer/BusinessName/BusinessNameLine20APPRENTICESHIP AND TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0520893636
ReturnHeader/Filer/PhoneNum04102549595
ReturnHeader/Filer/USAddress/AddressLine103615 NORTH POINT BOULEVARD NO C
ReturnHeader/Filer/USAddress/City0BALTIMORE
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode021222
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521162023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WEYRICH CRONIN & SORRA CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101301 YORK ROAD SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LUTHERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode021093
ReturnHeader/PreparerPersonGrp/PhoneNum04103396464
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLI L MILLER CPA
ReturnHeader/ReturnTs02014-11-10T13:50:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,582,578
Liabilities
$6,005
Net assets
$4,576,573
Revenue
$816,410
Expenses
$854,546
Net income
-$38,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.63$0.02$7.61$1.51$1.47$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.57$0.00$7.57$2.90$1.26$1.64
2022Detailed filing. Detailed filing data is available for this year.$5.94$0.02$5.92$1.12$1.19$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.02$0.03$5.99$1.20$1.24$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.16$0.13$6.03$1.06$1.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$6.15$0.03$6.12$1.30$1.15$0.16
2018Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.95$1.18$1.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$5.89$0.02$5.87$1.29$1.04$0.25
2016Detailed filing. Detailed filing data is available for this year.$5.63$0.01$5.62$1.36$1.02$0.34
2015Detailed filing. Detailed filing data is available for this year.$5.29$0.01$5.28$1.28$0.84$0.45
2014Detailed filing. Detailed filing data is available for this year.$4.87$0.04$4.83$1.06$0.80$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.58$0.01$4.58$0.82$0.85$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.62$0.01$4.61$0.78
2011Summary only. Only limited summary data is available for this year.$4.65$0.14$4.51$0.82$2.23$1.41
2010Summary only. Only limited summary data is available for this year.$6.14$0.22$5.92$5.76$1.09$4.67