Civic Intelligence

Utopia Foundation Inc.

990 • Fiscal year 2013 • EIN 52-2392335

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

111 Cass Street49684-2601

(231) 929-4500

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

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

Liabilities / Revenue

18th percentile

0.00x

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

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

Net Margin

22nd percentile

-9.2%

Higher net margin than 22% of similar nonprofits.

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

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

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

Asset Growth

33rd percentile

-1.9%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

80th percentile

27%

Faster revenue growth than 80% of similar nonprofits.

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

Assets

Down

$1,270,210

Down $25,234 (-1.9%) from 2012

Net Assets

Down

$1,269,218

Down $26,226 (-2.0%) from 2012

Liabilities

Up

$992

Up $992 from 2012

Revenue

$290,196

No earlier filing loaded for comparison.

Expenses

Up

$317,022

Up $240,511 (+314%) from 2012

Net Income

-$26,826

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $11,739Liabilities 2011: $02011Assets 2012: $1,295,444Liabilities 2012: $0Net Assets 2012: $1,295,4442012Assets 2013: $1,270,210Liabilities 2013: $992Net Assets 2013: $1,269,2182013Assets 2014: $1,073,757Liabilities 2014: $4,484Net Assets 2014: $1,069,2732014Assets 2015: $1,105,567Liabilities 2015: $23,857Net Assets 2015: $1,081,7102015Assets 2016: $614,437Liabilities 2016: $2,141Net Assets 2016: $612,2962016Assets 2017: $656,705Liabilities 2017: $1,379Net Assets 2017: $655,3262017Assets 2018: $1,619,005Liabilities 2018: $27,765Net Assets 2018: $1,591,2402018Assets 2019: $1,960,854Liabilities 2019: $348,879Net Assets 2019: $1,611,9752019Assets 2020: $1,272,208Liabilities 2020: $55,290Net Assets 2020: $1,216,9182020Assets 2021: $1,006,889Liabilities 2021: $34,353Net Assets 2021: $972,5362021Assets 2022: $1,595,893Liabilities 2022: $764,922Net Assets 2022: $830,9712022Assets 2023: $1,533,374Liabilities 2023: $726,230Net Assets 2023: $807,1442023Assets 2024: $1,534,347Liabilities 2024: $643,245Net Assets 2024: $891,1022024

Highlighted filing

2013

Assets$1,270,210
Liabilities$992
Net Assets$1,269,218

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $179,804Expenses 2011: $265,854Net Income 2011: -$86,0502011Expenses 2012: $76,5112012Revenue 2013: $290,196Expenses 2013: $317,022Net Income 2013: -$26,8262013Revenue 2014: $614,937Expenses 2014: $815,482Net Income 2014: -$200,5452014Revenue 2015: $1,045,702Expenses 2015: $1,033,265Net Income 2015: $12,4372015Revenue 2016: $240,506Expenses 2016: $709,920Net Income 2016: -$469,4142016Revenue 2017: $555,570Expenses 2017: $512,540Net Income 2017: $43,0302017Revenue 2018: $1,493,601Expenses 2018: $557,687Net Income 2018: $935,9142018Revenue 2019: $1,703,297Expenses 2019: $1,592,600Net Income 2019: $110,6972019Revenue 2020: $1,071,851Expenses 2020: $1,513,931Net Income 2020: -$442,0802020Revenue 2021: $1,362,822Expenses 2021: $1,558,592Net Income 2021: -$195,7702021Revenue 2022: $1,492,459Expenses 2022: $1,636,359Net Income 2022: -$143,9002022Revenue 2023: $1,268,736Expenses 2023: $1,297,509Net Income 2023: -$28,7732023Revenue 2024: $1,626,500Expenses 2024: $1,508,577Net Income 2024: $117,9232024

Highlighted filing

2013

Revenue$290,196
Expenses$317,022
Net Income-$26,826
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$290,196
Mission and Program Overview

Mission

Utopia foundation's mission is to help create a world, where communities thrive and every child goes to bed feeling nourished, loved, happy and hopeful about tomorrow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,218,000$1,218,000→ $0
Cash and Non-Interest-Bearing Accounts$71,104$40,270▼ $30,834
Other Notes and Loans Receivable, Net$6,340$6,940▲ $600
Inventories for Sale or Use-$5,000-
Total Assets$1,295,444$1,270,210▼ $25,234
Liabilities
Accounts Payable and Accrued Expenses-$992-
Total Liabilities$0$992▲ $992
Net Assets / Fund Balance
Unrestricted Net Assets$1,295,444$1,269,218▼ $26,226
Total Net Assets Fund Balance$1,295,444$1,269,218▼ $26,226
Total Liabilities and Net Assets / Fund Balance$1,295,444$1,270,210▼ $25,234

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$1,218,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul SutherlandChairperson
Alison ArnoldDirector
Gevas MoyoDirector
Maggie SprattmoranDirector
Dorothy SirrineSecretary
Ronald G Harris CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$209,184
Program Service Revenue
$81,012
Investment Income
$0
Other Revenue
$0
All Other Contributions
$209,184
Change in Net Assets
$-26,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$176,339
Other Expenses$105,076
Salaries, Compensation, and Employee Benefits$35,607
Total Fundraising Expense$20,601
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$176,339--$176,339
Other Salaries and Wages$8,160$16,319$8,160$32,639
All Other Expenses$11,467$7,184$6,566$25,217
Travel-$8,620$4,753$13,373
Other Expenses$13,075--$13,075
Payroll Taxes$742$1,484$742$2,968
Advertising-$2,421$380$2,801
Office Expenses-$286-$286
Total Functional Expenses$260,107$36,314$20,601$317,022
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$35,865
----$15,125
----$15,000
----$13,666
----$12,030
----$10,922
----$8,842
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, Page 6, Part VI, Line 11B

Prepared and review by board treasurer.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

EIN
52-2392335
Phone
2319294500

Signing Officer

Name
Ronald Harris
Title
Treasurer
Phone
2319294500
Signed
2014-11-14

Organization Details

Principal Officer
Paul Sutherland
Formed
2008
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
1

Preparer

Preparer
Ronald G Harris CPA
Phone
2319468930
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Reserve for micro loans 600

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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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0AS A GROWING ORGANIZATION, WE ARE CONTINUALLY ADDING PROGRAM TO HELP INCREASE THE AMOUNT OF PUBLIC SUPPORT. BELOW IS A SUMMARY OF SOME OF OUR PROGRAMS. OVERALL, OUR PUBLIC SUPPORT PERCENT HAS DECREASED DUE TO THE LARGE DONATION OF STOCK. WITH THE CURRENT PROGRAMS IN PLACE, OUR UNRESTIRCTED PUBLIC SUPPORT WILL CONTINUE TO GROW. UTOPIA VOLUNTEERS IS AN INTERNATIONAL VOLUNTEER ORGANIZATION DEVELOPED BY THE UTOPIA FOUNDATION THAT MAKES EXPRESSING YOUR GOOD INTENTIONS EASY. OUR GOAL IS TO DEVELOP AND SUPPORT VOLUNTEER PROJECTS AROUND THE WORLD THAT ADDRESS SPECIFIC COMMUNITY NEEDS AND EMPOWER INDIVIDUALS FOR LONG-TERM, SUSTAINABLE GROWTH. UTOPIA GIFTS IS OUR MATCHING GRANT AND FIDUCIARY PROGRAM. WE IDENTIFY AND PARTNER WITH NON-PROFIT PROGRAMS THAT ALIGN WITH OUR MISSION AND HAVE A HIGH PROBABILITY OF SUCCESS. BY OFFERING MATCHING GRANTS, WE HELP STRETCH YOUR DOLLAR FARTHER. WE ALSO PERFORM THOROUGH DUE DILIGENCE BY CLOSELY INVESTIGATING THE EFFICACY OF PROGRAMS PRIOR TO OFFERING MATCHES AND THEN FOLLOW UP TO ENSURE FUNDS ARE USED AS INTENDED. UTOPIA FOUNDATION HOLDS A STRONG INTEREST IN EARLY CHILDHOOD DEVELOPMENT. RESEARCH INCREASINGLY EMPHASIZES THE IMPORTANCE OF THE FIRST STAGE OF LIFE ON COGNITIVE DEVELOPMENT, SCHOOL ACHIEVEMENT, EMOTIONAL AND SOCIAL DEVELOPMENT, AND THE ABILITY TO LEAD A FULFILLING LIFE. UTOPIA FOUNDATION CURRENTLY SUPPORTS A LOCAL INITIATIVE, PARENTING COMMUNITIES OF LEELANAU COUNTY, WITH A MATCHING GRANT, EVALUATION AND COMMUNICATIONS. ADDITIONALLY, MANY OF OUR UTOPIA GIFT MATCHING GRANT PARTNERS HAVE STRONG PROGRAMMING OR IMPACT IN THE EARLY CHILDHOOD DEVELOPMENT ARENA. TED IS A NON-PROFIT THAT RUNS CONFERENCES BASED ON THE CONCEPT OF IDEAS WORTH SHARING. TEDX IS A PROGRAM OF LOCAL, SELF-ORGANIZED EVENTS THAT BRING PEOPLE TOGETHER TO SHARE A TED-LIKE EXPERIENCE. TEDXTRAVERSECITY BRINGS TOGETHER INNOVATIVE AND INSPIRING MINDS. THE INSPIRATIONAL DAY WILL HONOR INNOVATORS WHO HAVE PASSION, CURIOSITY, CREATIVITY AND ADAPTABILITY TO CHANGE THE WORLD WITH REVOLUTIONARY IDEAS.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0AS A GROWING ORGANIZATION, WE ARE CONTINUALLY ADDING PROGRAM TO HELP INCREASE THE AMOUNT OF PUBLIC SUPPORT. BELOW IS A SUMMARY OF SOME OF OUR PROGRAMS. OVERALL, OUR PUBLIC SUPPORT PERCENT HAS DECREASED DUE TO THE LARGE DONATION OF STOCK. WITH THE CURRENT PROGRAMS IN PLACE, OUR UNRESTIRCTED PUBLIC SUPPORT WILL CONTINUE TO GROW. UTOPIA VOLUNTEERS IS AN INTERNATIONAL VOLUNTEER ORGANIZATION DEVELOPED BY THE UTOPIA FOUNDATION THAT MAKES EXPRESSING YOUR GOOD INTENTIONS EASY. OUR GOAL IS TO DEVELOP AND SUPPORT VOLUNTEER PROJECTS AROUND THE WORLD THAT ADDRESS SPECIFIC COMMUNITY NEEDS AND EMPOWER INDIVIDUALS FOR LONG-TERM, SUSTAINABLE GROWTH. UTOPIA GIFTS IS OUR MATCHING GRANT AND FIDUCIARY PROGRAM. WE IDENTIFY AND PARTNER WITH NON-PROFIT PROGRAMS THAT ALIGN WITH OUR MISSION AND HAVE A HIGH PROBABILITY OF SUCCESS. BY OFFERING MATCHING GRANTS, WE HELP STRETCH YOUR DOLLAR FARTHER. WE ALSO PERFORM THOROUGH DUE DILIGENCE BY CLOSELY INVESTIGATING THE EFFICACY OF PROGRAMS PRIOR TO OFFERING MATCHES AND THEN FOLLOW UP TO ENSURE FUNDS ARE USED AS INTENDED. UTOPIA FOUNDATION HOLDS A STRONG INTEREST IN EARLY CHILDHOOD DEVELOPMENT. RESEARCH INCREASINGLY EMPHASIZES THE IMPORTANCE OF THE FIRST STAGE OF LIFE ON COGNITIVE DEVELOPMENT, SCHOOL ACHIEVEMENT, EMOTIONAL AND SOCIAL DEVELOPMENT, AND THE ABILITY TO LEAD A FULFILLING LIFE. UTOPIA FOUNDATION CURRENTLY SUPPORTS A LOCAL INITIATIVE, PARENTING COMMUNITIES OF LEELANAU COUNTY, WITH A MATCHING GRANT, EVALUATION AND COMMUNICATIONS. ADDITIONALLY, MANY OF OUR UTOPIA GIFT MATCHING GRANT PARTNERS HAVE STRONG PROGRAMMING OR IMPACT IN THE EARLY CHILDHOOD DEVELOPMENT ARENA. TED IS A NON-PROFIT THAT RUNS CONFERENCES BASED ON THE CONCEPT OF IDEAS WORTH SHARING. TEDX IS A PROGRAM OF LOCAL, SELF-ORGANIZED EVENTS THAT BRING PEOPLE TOGETHER TO SHARE A TED-LIKE EXPERIENCE. TEDXTRAVERSECITY BRINGS TOGETHER INNOVATIVE AND INSPIRING MINDS. THE INSPIRATIONAL DAY WILL HONOR INNOVATORS WHO HAVE PASSION, CURIOSITY, CREATIVITY AND ADAPTABILITY TO CHANGE THE WORLD WITH REVOLUTIONARY IDEAS.
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.27120
IRS990ScheduleA/PublicSupportPY170Pct00.16190
IRS990ScheduleA/PublicSupportTotal170Amt0480551
IRS990ScheduleA/SubstantialContributorsTotAmt01291555
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0209184
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01266291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0141009
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt069427
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt086195
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01772106
IRS990ScheduleA/TotalSupportAmt01772106
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt01218000
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueSecuritiesAmt01218000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010922
IRS990ScheduleI/RecipientTable/CashGrantAmt18842
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt313666
IRS990ScheduleI/RecipientTable/CashGrantAmt415125
IRS990ScheduleI/RecipientTable/CashGrantAmt535865
IRS990ScheduleI/RecipientTable/CashGrantAmt612030
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10GT REGIONAL COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11DOUBLE UP FOOD BUCKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12ROBERT MARKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13EARLY CHILDHOOD DEV CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14SOIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15FONKOZE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16PULMONARY FIBROSIS FOUNDATION
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PREPARED AND REVIEW BY BOARD TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RESERVE FOR MICRO LOANS 600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01295444
IRS990/TotalAssetsEOYAmt01270210
IRS990/TotalAssetsGrp/BOYAmt01295444
IRS990/TotalAssetsGrp/EOYAmt01270210
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0209184
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020601
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036314
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0260107
IRS990/TotalFunctionalExpensesGrp/TotalAmt0317022
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0992
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0992
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01295444
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01269218
IRS990/TotalProgramServiceExpensesAmt0260107
IRS990/TotalProgramServiceRevenueAmt081012
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt081012
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0290196
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01295444
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01270210
IRS990/TravelGrp/FundraisingAmt04753
IRS990/TravelGrp/ManagementAndGeneralAmt08620
IRS990/TravelGrp/TotalAmt013373
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01295444
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01269218
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10111 CASS STREET
IRS990/USAddress/City0TRAVERSE CITY
IRS990/USAddress/State0MI
IRS990/USAddress/ZIPCode049684
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.UTOPIAFOUND.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02319294500
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10UTOPIA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UTOP
ReturnHeader/Filer/EIN0522392335
ReturnHeader/Filer/PhoneNum02319294500
ReturnHeader/Filer/USAddress/AddressLine10111 CASS STREET
ReturnHeader/Filer/USAddress/City0TRAVERSE CITY
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0496842601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383559481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HARRIS GROUP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10731 S GARFIELD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TRAVERSE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode049686
ReturnHeader/PreparerPersonGrp/PhoneNum02319468930
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD G HARRIS CPA
ReturnHeader/ReturnTs02014-11-14T07:49:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.64$0.89$1.63$1.51$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.73$0.81$1.27$1.30$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.76$0.83$1.49$1.64$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.03$0.97$1.36$1.56$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.06$1.22$1.07$1.51$0.44
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.35$1.61$1.70$1.59$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.03$1.59$1.49$0.56$0.94
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.56$0.51$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.24$0.71$0.47
2015Summary only. Only limited summary data is available for this year.$1.11$0.02$1.08$1.05$1.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.61$0.82$0.20
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.29$0.32$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.08
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.18$0.27$0.09