Civic Intelligence

Beverage & Brewery Drivers Health & Welfare Fund

990 • Fiscal year 2018 • EIN 52-6056136

Mar 01, 2017 to Feb 28, 2018 • Filed on Jan 10, 2019

Organization ProfileN/A

View Organization Page

501 Carr Rd No 220Wilmington, DE 19809

(302) 762-2008

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

77th percentile

$119,816

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

28th percentile

-4.6%

Faster asset growth than 28% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

4.8%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$9,993,853

Down $477,518 (-4.6%) from 2017

Net Assets

Down

$9,960,259

Down $390,556 (-3.8%) from 2017

Liabilities

Down

$33,594

Down $86,962 (-72%) from 2017

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin15th percentile

Revenue

Up

$6,146,400

Up $279,637 (+4.8%) from 2017

Expenses

Down

$6,796,576

Down $25,724 (-0.4%) from 2017

Net Income

Up

-$650,176

Up $305,361 (+32%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,452,316Liabilities 2010: $45,315Net Assets 2010: $8,407,0012010Assets 2011: $9,791,288Liabilities 2011: $64,112Net Assets 2011: $9,727,1762011Assets 2012: $10,891,192Liabilities 2012: $18,044Net Assets 2012: $10,873,1482012Assets 2013: $12,044,615Liabilities 2013: $15,129Net Assets 2013: $12,029,4862013Assets 2014: $12,424,913Liabilities 2014: $34,858Net Assets 2014: $12,390,0552014Assets 2015: $11,544,602Liabilities 2015: $40,411Net Assets 2015: $11,504,1912015Assets 2016: $10,726,076Liabilities 2016: $36,810Net Assets 2016: $10,689,2662016Assets 2017: $10,471,371Liabilities 2017: $120,556Net Assets 2017: $10,350,8152017Assets 2018: $9,993,853Liabilities 2018: $33,594Net Assets 2018: $9,960,2592018Assets 2019: $9,836,001Liabilities 2019: $65,156Net Assets 2019: $9,770,8452019Assets 2020: $11,560,429Liabilities 2020: $15,847Net Assets 2020: $11,544,5822020Assets 2021: $13,699,373Liabilities 2021: $98,516Net Assets 2021: $13,600,8572021Assets 2022: $14,833,979Liabilities 2022: $30,718Net Assets 2022: $14,803,2612022Assets 2023: $13,244,955Liabilities 2023: $21,030Net Assets 2023: $13,223,9252023Assets 2024: $15,879,531Liabilities 2024: $10,422Net Assets 2024: $15,869,1092024Assets 2025: $19,612,173Liabilities 2025: $30,615Net Assets 2025: $19,581,5582025

Highlighted filing

2018

Assets$9,993,853
Liabilities$33,594
Net Assets$9,960,259
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,830,8632010Expenses 2011: $4,550,2472011Expenses 2012: $4,675,6612012Expenses 2013: $5,129,8062013Revenue 2014: $6,113,545Expenses 2014: $6,087,981Net Income 2014: $25,5642014Revenue 2015: $6,221,530Expenses 2015: $7,234,949Net Income 2015: -$1,013,4192015Revenue 2016: $5,690,055Expenses 2016: $5,869,337Net Income 2016: -$179,2822016Revenue 2017: $5,866,763Expenses 2017: $6,822,300Net Income 2017: -$955,5372017Revenue 2018: $6,146,400Expenses 2018: $6,796,576Net Income 2018: -$650,1762018Revenue 2019: $6,497,310Expenses 2019: $6,463,446Net Income 2019: $33,8642019Revenue 2020: $6,663,772Expenses 2020: $5,335,504Net Income 2020: $1,328,2682020Revenue 2021: $6,676,569Expenses 2021: $5,269,893Net Income 2021: $1,406,6762021Revenue 2022: $6,569,284Expenses 2022: $5,459,581Net Income 2022: $1,109,7032022Revenue 2023: $6,809,845Expenses 2023: $7,247,801Net Income 2023: -$437,9562023Revenue 2024: $8,317,872Expenses 2024: $6,803,979Net Income 2024: $1,513,8932024Revenue 2025: $8,561,079Expenses 2025: $5,204,280Net Income 2025: $3,356,7992025

Highlighted filing

2018

Revenue$6,146,400
Expenses$6,796,576
Net Income-$650,176
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Jan 10, 2019
Return Version
2017v2.3
Gross Receipts
$7,510,482
Mission and Program Overview

Mission

Provide health benefits to union members.

To provide health benefits to union members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$10,350,815$9,960,259▼ $390,556
Investments in Publicly Traded Securities$9,489,796$8,655,320▼ $834,476
Cash and Non-Interest-Bearing Accounts$615,778$895,068▲ $279,290
Accounts Receivable$357,454$433,408▲ $75,954
Prepaid Expenses and Deferred Charges$8,343$10,057▲ $1,714
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$10,471,371$9,993,853▼ $477,518
Liabilities
Accounts Payable and Accrued Expenses$120,556$33,594▼ $86,962
Total Liabilities$120,556$33,594▼ $86,962
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,350,815$9,960,259▼ $390,556
Total Liabilities and Net Assets / Fund Balance$10,471,371$9,993,853▼ $477,518
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleBaseOtherTotal
Frank MyersTrustee-$119,816$119,816
Roy EssexTrustee$2,000-$2,000
John SminkeyTrustee$480-$480
Mark LerouxAlternate Trustee$391-$391

Board Members and Trustees

NameTitle
Mike LorencaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith AmericanTpa501 CARR RD, Wilmington, DE 19809$121,661
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,890,496
Investment Income
$255,904
Other Revenue
$0
Change in Net Assets
$-650,176

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,138,825
Revenue Not Reported on Financial Statements
$7,575
Revenue Not Reported on Form 990
$259,620
Total Revenue per Audited Statements
$6,398,445
Total Revenue per Form 990
$6,146,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$387,815
Salaries, Compensation, and Employee Benefits$2,871
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,405,890
Fees for Services Management---$89,812
Fees for Services Legal---$38,867
Fees for Services Other---$36,500
Office Expenses---$23,969
Fees for Services Accounting---$15,250
Conferences and Meetings---$11,961
Insurance---$11,106
Fees for Service Investment Mgmnt Fees---$7,575
Other Expenses---$3,056
Current Officers, Directors, Trustees, and Key Employees---$2,871
All Other Expenses---$1,918
Total Functional Expenses$0$0$0$6,796,576

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,796,576
Expenses per Audited Statements$6,789,001
Total Expenses per Audited Statements$6,789,001
Expenses Not Reported on Financial Statements$7,575
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
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
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
No

Governance Explanations

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

“All trustees are provided a copy of the completed form before it is filed.”

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

“All specified parties identified in the conflict of interest policy, annually must review and sign a disclosure stating whether or not they have may have a conflict.”

Form 990, Part VI, Section C, Line 19

“Participants can review the fund's documents at the fund office.”

Filing and Contact Details

Filer

Filer Name
Beverage & Brewery Drivers
EIN
52-6056136
Phone
3027622008
Address
501 CARR RD NO 220, WILMINGTON, DE 19809

Signing Officer

Name
Mike Lorenca
Title
Trustee
Phone
3027622008
Signed
2019-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Lorenca
Formed
1962
Legal Domicile
Md
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
4600 EAST-WEST HIGHWAY STE 300, BETHESDA, MD 20814
Preparer
Peter P Osman CPA
Phone
3018307400
Supplemental Narrative

Additional Explanations

Part XI, Line 2C

“This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan 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 irs or the various states the plan files returns. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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.

Path#Value
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN 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 IRS OR THE VARIOUS STATES THE PLAN FILES RETURNS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL SPECIFIED PARTIES IDENTIFIED IN THE CONFLICT OF INTEREST POLICY, ANNUALLY MUST REVIEW AND SIGN A DISCLOSURE STATING WHETHER OR NOT THEY HAVE MAY HAVE A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PARTICIPANTS CAN REVIEW THE FUND'S DOCUMENTS AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PLAN SPONSOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CANTEEN CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1PEPSI COLA CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CANADA DRY POTOMAC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3BOARD OF TRUSTEES - BEVERAGE AND BREWERY LOCAL 67 HEALTH AND WELFARE FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0501 CARR RD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WILMINGTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd019809
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BEVERAGE AND BREWERY DRIVERS PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL 730
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0526120041
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1530162115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0501 CARR RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12001 RHODE ISLAND AVE NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WILMINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019809
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd120018
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010471371
IRS990/TotalAssetsEOYAmt09993853
IRS990/TotalAssetsGrp/BOYAmt010471371
IRS990/TotalAssetsGrp/EOYAmt09993853
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06796576
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0120556
IRS990/TotalLiabilitiesEOYAmt033594
IRS990/TotalLiabilitiesGrp/BOYAmt0120556
IRS990/TotalLiabilitiesGrp/EOYAmt033594
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010350815
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09960259
IRS990/TotalOtherCompensationAmt021912
IRS990/TotalProgramServiceRevenueAmt05890496
IRS990/TotalReportableCompFromOrgAmt02871
IRS990/TotalRevenueGrp/ExclusionAmt0255904
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05890496
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06146400
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010471371
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09993853
IRS990/TotReportableCompRltdOrgAmt097904
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0501 CARR RD NO 220
IRS990/USAddress/CityNm0WILMINGTON
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd019809
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE LORENCA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03027622008
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEVERAGE & BREWERY DRIVERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0526056136
ReturnHeader/Filer/PhoneNum03027622008
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 CARR RD NO 220
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019809
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E809DCF24DC9F96C668E8F0B6D864CE2F3176E28
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06240CA1F5F16D2BB62A7433D37772C0D8FBD8474
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.43.98
ReturnHeader/FilingSecurityInformation/IPDt02019-01-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:51:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 EAST-WEST HIGHWAY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum03018307400
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER P OSMAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-10T12:51:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-03-01
ReturnHeader/TaxPeriodEndDt02018-02-28
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,993,853
Liabilities
$33,594
Net assets
$9,960,259
Revenue
$6,146,400
Expenses
$6,796,576
Net income
-$650,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.6$0.03$19.6$8.56$5.20$3.36
2024Detailed filing. Detailed filing data is available for this year.$15.9$0.01$15.9$8.32$6.80$1.51
2023Detailed filing. Detailed filing data is available for this year.$13.2$0.02$13.2$6.81$7.25$0.44
2022Detailed filing. Detailed filing data is available for this year.$14.8$0.03$14.8$6.57$5.46$1.11
2021Detailed filing. Detailed filing data is available for this year.$13.7$0.10$13.6$6.68$5.27$1.41
2020Detailed filing. Detailed filing data is available for this year.$11.6$0.02$11.5$6.66$5.34$1.33
2019Detailed filing. Detailed filing data is available for this year.$9.84$0.07$9.77$6.50$6.46$0.03
2018Detailed filing. Detailed filing data is available for this year.$9.99$0.03$9.96$6.15$6.80$0.65
2017Detailed filing. Detailed filing data is available for this year.$10.5$0.12$10.4$5.87$6.82$0.96
2016Detailed filing. Detailed filing data is available for this year.$10.7$0.04$10.7$5.69$5.87$0.18
2015Detailed filing. Detailed filing data is available for this year.$11.5$0.04$11.5$6.22$7.23$1.01
2014Detailed filing. Detailed filing data is available for this year.$12.4$0.03$12.4$6.11$6.09$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.02$12.0$5.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.02$10.9$4.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.79$0.06$9.73$4.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.45$0.05$8.41$4.83