Civic Intelligence

Hill View Montessori Foundation Inc

990 • Fiscal year 2017 • EIN 56-2451021

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

Organization ProfileWWW.HVMF.ORG
75 Foundation AvenueHaverhill, MA 01835

(978) 521-2616

Siviq Scores

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

Liabilities / Assets

89th percentile

0.85x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

18.69x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

53rd percentile

4.1%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

29th percentile

-2.3%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$3,335,456

Down $77,010 (-2.3%) from 2016

Net Assets

Up

$485,809

Up $6,317 (+1.3%) from 2016

Liabilities

Down

$2,849,647

Down $83,327 (-2.8%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin53rd percentile

Revenue

Down

$152,477

Down $18,766 (-11%) from 2016

Expenses

Down

$146,160

Down $26,817 (-16%) from 2016

Net Income

Up

$6,317

Up $8,051 (+464%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,749,160Liabilities 2011: $3,256,451Net Assets 2011: $492,7092011Assets 2012: $3,677,782Liabilities 2012: $3,189,729Net Assets 2012: $488,0532012Assets 2013: $3,618,476Liabilities 2013: $3,143,135Net Assets 2013: $475,3412013Assets 2014: $3,551,767Liabilities 2014: $3,082,281Net Assets 2014: $469,4862014Assets 2015: $3,483,977Liabilities 2015: $3,002,751Net Assets 2015: $481,2262015Assets 2016: $3,412,466Liabilities 2016: $2,932,974Net Assets 2016: $479,4922016Assets 2017: $3,335,456Liabilities 2017: $2,849,647Net Assets 2017: $485,8092017Assets 2018: $3,249,432Liabilities 2018: $2,770,812Net Assets 2018: $478,6202018Assets 2019: $3,203,081Liabilities 2019: $2,686,805Net Assets 2019: $516,2762019Assets 2020: $3,065,995Liabilities 2020: $2,603,510Net Assets 2020: $462,4852020Assets 2021: $2,673,630Liabilities 2021: $2,511,776Net Assets 2021: $161,8542021Assets 2022: $2,522,140Liabilities 2022: $2,423,516Net Assets 2022: $98,6242022Assets 2023: $2,414,965Liabilities 2023: $2,312,906Net Assets 2023: $102,0592023Assets 2024: $2,300,367Liabilities 2024: $2,223,851Net Assets 2024: $76,5162024

Highlighted filing

2017

Assets$3,335,456
Liabilities$2,849,647
Net Assets$485,809
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $311,2572011Expenses 2012: $254,8532012Expenses 2013: $240,8842013Revenue 2014: $173,099Expenses 2014: $178,954Net Income 2014: -$5,8552014Revenue 2015: $174,650Expenses 2015: $162,910Net Income 2015: $11,7402015Revenue 2016: $171,243Expenses 2016: $172,977Net Income 2016: -$1,7342016Revenue 2017: $152,477Expenses 2017: $146,160Net Income 2017: $6,3172017Revenue 2018: $140,394Expenses 2018: $147,583Net Income 2018: -$7,1892018Revenue 2019: $157,091Expenses 2019: $119,435Net Income 2019: $37,6562019Revenue 2020: $137,569Expenses 2020: $191,360Net Income 2020: -$53,7912020Revenue 2021: $124,925Expenses 2021: $425,556Net Income 2021: -$300,6312021Revenue 2022: $134,433Expenses 2022: $197,663Net Income 2022: -$63,2302022Revenue 2023: $132,753Expenses 2023: $129,318Net Income 2023: $3,4352023Revenue 2024: $224,489Expenses 2024: $250,032Net Income 2024: -$25,5432024

Highlighted filing

2017

Revenue$152,477
Expenses$146,160
Net Income$6,317
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$160,567
Mission and Program Overview

Mission

SEE PART 1, LINE 1

To promote the financial well-being of the hill view montessori charter public school (the school) by soliciting, receiving and administering funds for operation and maintenance of the school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$3,274,865$3,184,722▼ $90,143
Savings and Temporary Cash Investments$137,601$150,470▲ $12,869
Accounts Receivable-$264-
Total Assets$3,412,466$3,335,456▼ $77,010
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,924,774$2,846,733▼ $78,041
Accounts Payable and Accrued Expenses$8,200$2,914▼ $5,286
Total Liabilities$2,932,974$2,849,647▼ $83,327
Net Assets / Fund Balance
Unrestricted Net Assets$471,492$477,349▲ $5,857
Permanently Rstr Net Assets$8,000$8,000→ $0
Temporarily Rstr Net Assets-$460-
Total Net Assets Fund Balance$479,492$485,809▲ $6,317
Total Liabilities and Net Assets / Fund Balance$3,412,466$3,335,456▼ $77,010

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$3,184,722--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$8,000---$8,000
2015$8,000---$8,000
2014-$8,000--$8,000
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jeffrey CarpenterPresident
Laura GreenMember
Ryan TurnerMember
Logan SealeSecretary
Vivien MarcusTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,587
Program Service Revenue
$107,858
Investment Income
$0
Other Revenue
$21,032
All Other Contributions
$1,995
Change in Net Assets
$6,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$146,160
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$125,878--$125,878
Fees for Services Accounting-$16,268-$16,268
Office Expenses-$4,014-$4,014
Total Functional Expenses$125,878$20,282$0$146,160
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,081
Fundraising Direct Expenses$8,090
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$30,673$9,081$1,950$7,131
Total Events$30,673$9,081$8,090$991
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassachusetts Development Finance Agency2009-11-01$3,300,000Purchase and rehabilitation of building

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,300,000$16,500-$66,000

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The hvm board of trustees do not have any subcommittees.”

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

“The federal form 990 (the 990) is prepared by our independent auditors and provided to management upon completion. Management forwards the 990 to the board of trustees and the 990 is discussed at the next board meeting. At this meeting, the 990 is approved to be filed by the board.”

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

“Hill view montessori foundation, inc. Requires each board member to annually disclose any conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Hill view montessori foundation, inc. (hvm) makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Hill View Montessori Foundation Inc
EIN
56-2451021
Phone
9785212616
Address
75 FOUNDATION AVENUE, HAVERHILL, MA 01835

Signing Officer

Name
Jeffrey B Carpenter
Title
President
Phone
9785212616
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey B Carpenter
Formed
2004
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
30

Preparer

Firm
Alexander Aronson Finning & Co Pc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Matthew T Mcginnis CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Hvm has a board of trustees that assumes responsibility for selecting independent auditors, oversight of the audit and review and approval of audited financial statements. This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is to be invested and only the income earned on the principal may be spent to support the foundation's fundraising goals and to support the hill view montessori charter public school.”

Raw XML AppendixShowing 400 of 405 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS TO BE INVESTED AND ONLY THE INCOME EARNED ON THE PRINCIPAL MAY BE SPENT TO SUPPORT THE FOUNDATION'S FUNDRAISING GOALS AND TO SUPPORT THE HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt03184722
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt021592
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt021592
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08090
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02900
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02900
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03140
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09081
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09081
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0991
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01950
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01950
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0100
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02009-11-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0043217458
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt03300000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0PURCHASE AND REHABILITATION OF BUILDING
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt03217500
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt066000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt016500
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02010
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt03300000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE HVM BOARD OF TRUSTEES DO NOT HAVE ANY SUBCOMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FEDERAL FORM 990 (THE 990) IS PREPARED BY OUR INDEPENDENT AUDITORS AND PROVIDED TO MANAGEMENT UPON COMPLETION. MANAGEMENT FORWARDS THE 990 TO THE BOARD OF TRUSTEES AND THE 990 IS DISCUSSED AT THE NEXT BOARD MEETING. AT THIS MEETING, THE 990 IS APPROVED TO BE FILED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HILL VIEW MONTESSORI FOUNDATION, INC. REQUIRES EACH BOARD MEMBER TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HILL VIEW MONTESSORI FOUNDATION, INC. (HVM) MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HVM HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR SELECTING INDEPENDENT AUDITORS, OVERSIGHT OF THE AUDIT AND REVIEW AND APPROVAL OF AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
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:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd01
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0460
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03412466
IRS990/TotalAssetsEOYAmt03335456
IRS990/TotalAssetsGrp/BOYAmt03412466
IRS990/TotalAssetsGrp/EOYAmt03335456
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt023587
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020282
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0125878
IRS990/TotalFunctionalExpensesGrp/TotalAmt0146160
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02932974
IRS990/TotalLiabilitiesEOYAmt02849647
IRS990/TotalLiabilitiesGrp/BOYAmt02932974
IRS990/TotalLiabilitiesGrp/EOYAmt02849647
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0479492
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0485809
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0125878
IRS990/TotalProgramServiceRevenueAmt0107858
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0991
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0127899
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0152477
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03412466
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03335456
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0471492
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0477349
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt075 FOUNDATION AVENUE
IRS990/USAddress/CityNm0HAVERHILL
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001835
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.HVMF.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY B CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09785212616
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HILL VIEW MONTESSORI FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HILL
ReturnHeader/Filer/EIN0562451021
ReturnHeader/Filer/PhoneNum09785212616
ReturnHeader/Filer/USAddress/AddressLine1Txt075 FOUNDATION AVENUE
ReturnHeader/Filer/USAddress/CityNm0HAVERHILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001835
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC5926B0E490F04D1ABA71567B078B8614800D21
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E389E89C54D8B2D0E67DFD5473BAB8CDEAF766EE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.238.141.162
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:45:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER ARONSON FINNING & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW T MCGINNIS CPA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,335,456
Liabilities
$2,849,647
Net assets
$485,809
Revenue
$152,477
Expenses
$146,160
Net income
$6,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.30$2.22$0.08$0.22$0.25$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.41$2.31$0.10$0.13$0.13$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$2.42$0.10$0.13$0.20$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.67$2.51$0.16$0.12$0.43$0.30
2020Detailed filing. Detailed filing data is available for this year.$3.07$2.60$0.46$0.14$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.20$2.69$0.52$0.16$0.12$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.25$2.77$0.48$0.14$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.34$2.85$0.49$0.15$0.15$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.41$2.93$0.48$0.17$0.17$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.48$3.00$0.48$0.17$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.55$3.08$0.47$0.17$0.18$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$3.14$0.48$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$3.19$0.49$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$3.26$0.49$0.31