Civic Intelligence

Print Education & Research Foundation

990 • Fiscal year 2014 • EIN 52-1542298

Nov 01, 2013 to Oct 31, 2014 • Filed on May 26, 2015

Organization ProfileWWW.PSDA.ORG/?PAGE=PERF_BOARD
330 North Wabash Suite 2000Chicago, IL 60611

(312) 321-5120

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.07x

Higher debt load relative to revenue than 42% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

45th percentile

0.9%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

58%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$2,574,660

Up $22,389 (+0.9%) from 2013

Net Assets

Up

$2,564,316

Up $22,988 (+0.9%) from 2013

Liabilities

Down

$10,344

Down $599 (-5.5%) from 2013

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin18th percentile

Revenue

$139,369

No earlier filing loaded for comparison.

Expenses

Up

$156,360

Up $31,825 (+26%) from 2013

Net Income

-$16,991

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,396,214Liabilities 2010: $9,597Net Assets 2010: $2,386,6172010Assets 2011: $2,306,355Liabilities 2011: $12,642Net Assets 2011: $2,293,7132011Assets 2012: $2,425,663Liabilities 2012: $2,702Net Assets 2012: $2,422,9612012Assets 2013: $2,552,271Liabilities 2013: $10,943Net Assets 2013: $2,541,3282013Assets 2014: $2,574,660Liabilities 2014: $10,344Net Assets 2014: $2,564,3162014Assets 2015: $2,439,418Liabilities 2015: $4,330Net Assets 2015: $2,435,0882015Assets 2016: $2,540,953Liabilities 2016: $10,441Net Assets 2016: $2,530,5122016Assets 2017: $2,709,021Liabilities 2017: $17,643Net Assets 2017: $2,691,3782017Assets 2018: $2,680,197Liabilities 2018: $153,707Net Assets 2018: $2,526,4902018Assets 2019: $2,798,912Liabilities 2019: $31,125Net Assets 2019: $2,767,7872019Assets 2020: $2,538,671Liabilities 2020: $35,640Net Assets 2020: $2,503,0312020Assets 2021: $3,059,865Liabilities 2021: $40,105Net Assets 2021: $3,019,7602021Assets 2022: $2,371,213Liabilities 2022: $44,520Net Assets 2022: $2,326,6932022Assets 2023: $2,211,508Liabilities 2023: $10,465Net Assets 2023: $2,201,0432023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$2,574,660
Liabilities$10,344
Net Assets$2,564,316
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $145,6642010Revenue 2011: $117,652Expenses 2011: $157,515Net Income 2011: -$39,8632011Expenses 2012: $43,5552012Expenses 2013: $124,5352013Revenue 2014: $139,369Expenses 2014: $156,360Net Income 2014: -$16,9912014Revenue 2015: $169,362Expenses 2015: $162,696Net Income 2015: $6,6662015Revenue 2016: $46,993Expenses 2016: $38,350Net Income 2016: $8,6432016Revenue 2017: $171,795Expenses 2017: $157,767Net Income 2017: $14,0282017Revenue 2018: $239,854Expenses 2018: $165,959Net Income 2018: $73,8952018Revenue 2019: $125,438Expenses 2019: $33,760Net Income 2019: $91,6782019Revenue 2020: $249,561Expenses 2020: $171,247Net Income 2020: $78,3142020Revenue 2021: $638,818Expenses 2021: $109,800Net Income 2021: $529,0182021Revenue 2022: $139,108Expenses 2022: $235,978Net Income 2022: -$96,8702022Revenue 2023: -$1,248Expenses 2023: $276,763Net Income 2023: -$278,0112023Revenue 2024: $117,052Expenses 2024: $6,226Net Income 2024: $110,8262024

Highlighted filing

2014

Revenue$139,369
Expenses$156,360
Net Income-$16,991
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
May 26, 2015
Return Version
2013v4.0
Gross Receipts
$1,322,114
Mission and Program Overview

Mission

Provide research and education for the business document and related communications segment of the printing industry.

To initiate and conduct activities that promote and advance the ability of forms industry managers to meet the challenges of the future through education and research initiatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,542,211$2,574,660▲ $32,449
Cash and Non-Interest-Bearing Accounts$10,060$0▼ $10,060
Total Assets$2,552,271$2,574,660▲ $22,389
Liabilities
Other Liabilities$10,943$10,344▼ $599
Total Liabilities$10,943$10,344▼ $599
Net Assets / Fund Balance
Unrestricted Net Assets$2,541,328$2,564,316▲ $22,988
Total Net Assets Fund Balance$2,541,328$2,564,316▲ $22,988
Total Liabilities and Net Assets / Fund Balance$2,552,271$2,574,660▲ $22,389
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Edward D JochamChairman
Denny PottebaumTrustee
Ivars SarkansTrustee
Robert WillisTrustee
Roger BuckTrustee
Doug TraxlerTrustee (non-voting)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$139,269
Other Revenue
$100
Change in Net Assets
$-16,991

Audited Revenue Reconciliation

Revenue per Audited Statements
$139,369
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$39,979
Total Revenue per Audited Statements
$179,348
Total Revenue per Form 990
$139,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$120,780
Other Expenses$35,580
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$120,780--$120,780
Fees for Services Accounting-$6,265-$6,265
Insurance-$2,150-$2,150
Fees for Services Legal-$900-$900
Other Expenses-$246-$246
Total Functional Expenses$120,780$35,580$0$156,360

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$156,360
Total Expenses per Audited Statements$156,360
Total Expenses per Form 990$156,360
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$10,344
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 foundation retained a management service company to assist with day-to-day management, operations, and financial affairs.”

Form 990, Part VI, Section B, Line 11

“Draft form 990 is reviewed by the trustees prior to filing with the irs.”

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

“Board members are required to communicate any potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Copies of the organizational documents, application for exemption and form 990 are made available upon request. Copies of the form 990 is also available online at www.guidestar.org”

Filing and Contact Details

Filer

EIN
52-1542298
Phone
3123215120

Signing Officer

Name
BARBARA O'CONNOR
Title
Executive Director
Phone
3123215120
Signed
2015-05-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
BARBARA O'CONNOR
Formed
1987
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Preparer
Gregory S Adams
Phone
6305738600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The foundation has not changed the process for oversight of the audit nor selection of independent accountants during the year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from income taxes under section 501(c)(3) of the internal revenue code (irc). In addition, it qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(3). The foundation is subject to income taxes on any unrelated business income. The foundation had no unrelated business income and there were no taxes owed for the years ended october 31, 2014 and 2013. The foundation has adopted the requirements for accounting for uncertain tax positions. The foundation has determined that it is not required to record a liability related to uncertain tax positions for the years ended october 31, 2014 and 2013. The federal and state tax returns of the foundation for 2010, 2011 and 2012 are subject to examination by the internal revenue service and state taxing authorities, generally for three years after they were filed.”

Raw XML Appendix382 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO INITIATE AND CONDUCT ACTIVITIES THAT PROMOTE AND ADVANCE THE ABILITY OF FORMS INDUSTRY MANAGERS TO MEET THE CHALLENGES OF THE FUTURE THROUGH EDUCATION AND RESEARCH INITIATIVES.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE (NON-VOTING)
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04277
IRS990/GamingActivitiesInd00
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IRS990/GrantAmt0120780
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, IT QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(3). THE FOUNDATION IS SUBJECT TO INCOME TAXES ON ANY UNRELATED BUSINESS INCOME. THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME AND THERE WERE NO TAXES OWED FOR THE YEARS ENDED OCTOBER 31, 2014 AND 2013. THE FOUNDATION HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED OCTOBER 31, 2014 AND 2013. THE FEDERAL AND STATE TAX RETURNS OF THE FOUNDATION FOR 2010, 2011 AND 2012 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOSTER AND PROMOTE PROFESSIONALISM WITHIN THE PRINTING INDUSTRY
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IRS990ScheduleI/RecipientTable/RecipientEIN0590784548
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10330 NORTH WABASH
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IRS990ScheduleI/RecipientTable/USAddress/State0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode060611
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH PROVIDED
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RETAINED A MANAGEMENT SERVICE COMPANY TO ASSIST WITH DAY-TO-DAY MANAGEMENT, OPERATIONS, AND FINANCIAL AFFAIRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DRAFT FORM 990 IS REVIEWED BY THE TRUSTEES PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO COMMUNICATE ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF THE ORGANIZATIONAL DOCUMENTS, APPLICATION FOR EXEMPTION AND FORM 990 ARE MADE AVAILABLE UPON REQUEST. COPIES OF THE FORM 990 IS ALSO AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION HAS NOT CHANGED THE PROCESS FOR OVERSIGHT OF THE AUDIT NOR SELECTION OF INDEPENDENT ACCOUNTANTS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10PRINT SERVICES & DISTRIBUTION ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590784548
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELATED TRADE ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10330 N WABASH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode060611
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0120780
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt110344
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH PROVIDED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH PROVIDED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10PRINT SERVICES & DISTRIBUTION ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11PRINT SERVICES & DISTRIBUTION ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1E
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02552271
IRS990/TotalAssetsEOYAmt02574660
IRS990/TotalAssetsGrp/BOYAmt02552271
IRS990/TotalAssetsGrp/EOYAmt02574660
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035580
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0120780
IRS990/TotalFunctionalExpensesGrp/TotalAmt0156360
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010943
IRS990/TotalLiabilitiesEOYAmt010344
IRS990/TotalLiabilitiesGrp/BOYAmt010943
IRS990/TotalLiabilitiesGrp/EOYAmt010344
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02541328
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02564316
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0120780
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0134992
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04377
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0139369
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02552271
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02574660
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02541328
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02564316
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10330 NORTH WABASH SUITE 2000
IRS990/USAddress/City0CHICAGO
IRS990/USAddress/State0IL
IRS990/USAddress/ZIPCode060611
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTP://WWW.PSDA.ORG/?PAGE=PERF_BOARD
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03123215120
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10PRINT EDUCATION & RESEARCH FOUNDATION (PERF)
ReturnHeader/Filer/BusinessNameControlTxt0PRIN
ReturnHeader/Filer/EIN0521542298
ReturnHeader/Filer/PhoneNum03123215120
ReturnHeader/Filer/USAddress/AddressLine10330 NORTH WABASH SUITE 2000
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101301 W 22ND ST STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OAK BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode060523
ReturnHeader/PreparerPersonGrp/PhoneNum06305738600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY S ADAMS
ReturnHeader/ReturnTs02015-06-15T07:48:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,574,660
Liabilities
$10,344
Net assets
$2,564,316
Revenue
$139,369
Expenses
$156,360
Net income
-$16,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$0.01$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.21$0.01$2.20$0.00$0.28$0.28
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.04$2.33$0.14$0.24$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.06$0.04$3.02$0.64$0.11$0.53
2020Detailed filing. Detailed filing data is available for this year.$2.54$0.04$2.50$0.25$0.17$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.03$2.77$0.13$0.03$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.68$0.15$2.53$0.24$0.17$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.02$2.69$0.17$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$0.05$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.17$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.57$0.01$2.56$0.14$0.16$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.01$2.54$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.00$2.42$0.04
2011Summary only. Only limited summary data is available for this year.$2.31$0.01$2.29$0.12$0.16$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.01$2.39$0.15