Civic Intelligence

Beverage & Brewery Drivers Health & Welfare Fund

990 • Fiscal year 2020 • EIN 52-6056136

Mar 01, 2019 to Feb 29, 2020 • Filed on Jan 11, 2021

Organization ProfileN/A

View Organization Page

401 Liberty Ave 3 Gateway No 120Pittsburgh, PA 15222-1024

(412) 471-2885

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$147,486

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

2.6%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$11,560,429

Up $1,724,428 (+18%) from 2019

Net Assets

Up

$11,544,582

Up $1,773,737 (+18%) from 2019

Liabilities

Down

$15,847

Down $49,309 (-76%) from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin74th percentile

Revenue

Up

$6,663,772

Up $166,462 (+2.6%) from 2019

Expenses

Down

$5,335,504

Down $1,127,942 (-17%) from 2019

Net Income

Up

$1,328,268

Up $1,294,404 (+3822%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2020

Assets$11,560,429
Liabilities$15,847
Net Assets$11,544,582
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$6,663,772
Expenses$5,335,504
Net Income$1,328,268
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 29, 2020
Signed
Jan 11, 2021
Return Version
2019v5.1
Gross Receipts
$7,661,715
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$9,770,845$11,544,582▲ $1,773,737
Investments in Publicly Traded Securities$8,427,795$9,142,458▲ $714,663
Cash and Non-Interest-Bearing Accounts$924,346$1,766,978▲ $842,632
Accounts Receivable$474,153$636,764▲ $162,611
Prepaid Expenses and Deferred Charges$9,707$14,229▲ $4,522
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$9,836,001$11,560,429▲ $1,724,428
Liabilities
Accounts Payable and Accrued Expenses$65,156$15,847▼ $49,309
Total Liabilities$65,156$15,847▼ $49,309
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,770,845$11,544,582▲ $1,773,737
Total Liabilities and Net Assets / Fund Balance$9,836,001$11,560,429▲ $1,724,428
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleBaseOtherTotal
Ritchie BrooksTrustee-$147,486$147,486
Frank MyersTrustee-$128,597$128,597
Roy EssexTrustee$2,500-$2,500
John SminkeyTrustee$720-$720
Mark LerouxAlternate Trustee$586-$586

Board Members and Trustees

NameTitle
Mike LorencaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith AmericanTpa401 LIBERTY AVE 3 GATEWAY CTR 120, Pittsburgh, PA 15222$112,939
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,394,579
Investment Income
$269,193
Other Revenue
$0
Change in Net Assets
$1,328,268

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,656,947
Revenue Not Reported on Financial Statements
$6,825
Revenue Not Reported on Form 990
$445,469
Total Revenue per Audited Statements
$7,102,416
Total Revenue per Form 990
$6,663,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$348,147
Salaries, Compensation, and Employee Benefits$3,806
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,983,551
Fees for Services Management---$83,112
Fees for Services Other---$54,417
Office Expenses---$28,913
Insurance---$16,660
Conferences and Meetings---$13,396
Fees for Services Accounting---$10,000
Fees for Service Investment Mgmnt Fees---$6,825
Current Officers, Directors, Trustees, and Key Employees---$3,806
Other Expenses---$3,148
Fees for Services Legal---$1,588
All Other Expenses---$1,144
Total Functional Expenses$0$0$0$5,335,504

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,335,504
Expenses per Audited Statements$5,328,679
Total Expenses per Audited Statements$5,328,679
Expenses Not Reported on Financial Statements$6,825
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 35% controlled entity
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
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
4124712885
Address
401 LIBERTY AVE 3 GATEWAY NO 120, PITTSBURGH, PA 15222-1024

Signing Officer

Name
Mike Lorenca
Title
Trustee
Phone
4124712885
Signed
2021-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Lorenca
Formed
1962
Legal Domicile
Md
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE STE 1200W, BETHESDA, MD 20814
Preparer
Peter P Osman CPA
Phone
2023319880
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 Appendix384 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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05335504
IRS990ScheduleD/TotalRevenuePerForm990Amt06663772
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07102416
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05328679
IRS990/ScheduleJRequiredInd00
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/AddressLine1Txt0401 LIBERTY AVE 3 GATEWAY CTR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0PITTSBURGH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd015222
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/AddressLine1Txt0401 LIBERTY AVE 3 GATEWAY CTR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12001 RHODE ISLAND AVE NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PITTSBURGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd015222
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09836001
IRS990/TotalAssetsEOYAmt011560429
IRS990/TotalAssetsGrp/BOYAmt09836001
IRS990/TotalAssetsGrp/EOYAmt011560429
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05335504
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt065156
IRS990/TotalLiabilitiesEOYAmt015847
IRS990/TotalLiabilitiesGrp/BOYAmt065156
IRS990/TotalLiabilitiesGrp/EOYAmt015847
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09770845
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011544582
IRS990/TotalOtherCompensationAmt051451
IRS990/TotalProgramServiceRevenueAmt06394579
IRS990/TotalReportableCompFromOrgAmt03806
IRS990/TotalRevenueGrp/ExclusionAmt0269193
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06394579
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06663772
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09836001
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011560429
IRS990/TotReportableCompRltdOrgAmt0224632
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0401 LIBERTY AVE 3 GATEWAY NO 1200
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0152221024
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE LORENCA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04124712885
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEVERAGE & BREWERY DRIVERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0526056136
ReturnHeader/Filer/PhoneNum04124712885
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 LIBERTY AVE 3 GATEWAY NO 120
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152221024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE STE 1200W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER P OSMAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-01-11T08:50:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-03-01
ReturnHeader/TaxPeriodEndDt02020-02-29
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,560,429
Liabilities
$15,847
Net assets
$11,544,582
Revenue
$6,663,772
Expenses
$5,335,504
Net income
$1,328,268
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