Civic Intelligence

Human Resource Management Association of Southwest Florida Inc

990EZ • Fiscal year 2016 • EIN 59-1620330

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profilewww.shrmswfl.org
PO Box 61984Fort Myers, FL 33906

(239) 344-1403

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

47th percentile

1.7%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

51st percentile

2.8%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$43,173

Up $1,183 (+2.8%) from 2015

Net Assets

Up

$43,173

Up $1,183 (+2.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin47th percentile

Revenue

Up

$69,872

Up $9,967 (+17%) from 2015

Expenses

Up

$68,689

Up $2,095 (+3.1%) from 2015

Net Income

Up

$1,183

Up $7,872 (+118%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$150K$100K$50K$0Assets 2014: $46,915Liabilities 2014: $02014Assets 2015: $41,990Liabilities 2015: $0Net Assets 2015: $41,9902015Assets 2016: $43,173Liabilities 2016: $0Net Assets 2016: $43,1732016Assets 2017: $45,596Net Assets 2017: $45,5962017Assets 2018: $44,702Net Assets 2018: $44,7022018Assets 2019: $53,919Net Assets 2019: $53,9192019Assets 2020: $60,787Net Assets 2020: $60,7872020Assets 2021: $92,804Net Assets 2021: $92,8042021Assets 2022: $108,831Net Assets 2022: $108,8312022Assets 2023: $85,635Net Assets 2023: $85,6352023Assets 2024: $100,820Net Assets 2024: $100,8202024

Highlighted filing

2016

Assets$43,173
Liabilities$0
Net Assets$43,173
Open 2016 Filing

Operations Trend

Revenue Growth77th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $66,001Expenses 2014: $69,643Net Income 2014: -$3,6422014Revenue 2015: $59,905Expenses 2015: $66,594Net Income 2015: -$6,6892015Revenue 2016: $69,872Expenses 2016: $68,689Net Income 2016: $1,1832016Revenue 2017: $71,572Expenses 2017: $69,149Net Income 2017: $2,4232017Revenue 2018: $76,508Expenses 2018: $77,402Net Income 2018: -$8942018Revenue 2019: $67,840Expenses 2019: $58,623Net Income 2019: $9,2172019Revenue 2020: $45,478Expenses 2020: $38,610Net Income 2020: $6,8682020Revenue 2021: $95,569Expenses 2021: $63,552Net Income 2021: $32,0172021Revenue 2022: $91,835Expenses 2022: $74,405Net Income 2022: $17,4302022Revenue 2023: $72,290Expenses 2023: $95,486Net Income 2023: -$23,1962023Revenue 2024: $105,923Expenses 2024: $90,738Net Income 2024: $15,1852024

Highlighted filing

2016

Revenue$69,872
Expenses$68,689
Net Income$1,183
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$69,872
Mission and Program Overview

Mission

Our purpose is to promote and advance the understanding and application of every phase of human resource management; to endeavor to establish and improve ideals, performance and standards of ethical conduct and relationships in the field of human resources; to encourage cooperation among members for the exchange of ideas, discussion of problems and the dissemination of information in the field of human resources; to develop greater recognition of the human resource function.

Program Services

DescriptionGrantsExpenses
Luncheons: SHRM SWFL puts on monthly luncheon meetings for its membership. At each luncheon, a speaker is brought in to discuss topics relevant to the HR profession, and certification credits are available to attendees. In addition to certification credits/education, attendees also have an opportunity to network with other HR-related professionals. Meetings are open to the public, and we often have many guest attendees. Attendance varies depending on the time of year and topic, but generally ranges from 60-80 people.$0$18,915
Bulk tickets: Each year, SHRM SWFL purchases groups of bulk tickets to the HR Florida State conference, the largest HR Conference in the state. Our chapter is able to purchase the tickets at a deep discount, then offer them to our membership at that discounted price. Bulk tickets can only be purchased by a chapter, and not as individuals. We require someone to be a member to purchase a bulk ticket, so this service potentially benefits up to 20-30 people. On average, we purchase and sell 20-30 bulk tickets each year.$0$16,875
SHRM Foundation: Our chapter raises money each year to donate to the SHRM Foundation. The SHRM Foundation provides thought leadership and educational support, sponsoring, funding, and driving educational research, and scholarships to HR professionals. We host networking events to raise money for the donation. This year between our cash donations and donation of silent auction items to auctions benfitting SHRM Foundation, our chapter has donated over $ 2,000.$0$7,091
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne BoyPast President-$0--
Katrina GossicPresident Elect-$0--
Drew TylerSecreatary-$0--
Judy MarcucciPresidentPT$0--
Nancy KoristaPast President-$0--
Logan WallickVP-Programs-$0--
Dana RileyTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
SHRM SWFL Inc
EIN
59-1620330
Phone
2393441403
Address
PO Box 61984, Fort Myers, FL 33906

Signing Officer

Name
dana riley
Title
Treasurer
Phone
2393441403
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
SJ Carney & Associates LLC
Address
3301 Bonita Beach Rd Suite 209, Bonita Springs, FL 34134
Preparer
Stephanie J Carney CPA
Phone
2392440470
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: Interest Income. Amount: 20. Description: Dividends. Amount: 1. Description: Exempt Interest Dividends. Amount: 350. Total to Form 990-EZ, line 8: 371.”

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

“Affiliate Name: SHRM Foundation. Purpose of Payment: Annual Campaign. Amount of Payment: 1,900.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Scholarship. Grantee Name: Treneice Collins. Property Description: Cash. Amount Given: 760.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Philanthropy. Grantee Name: TARGET. Property Description: Cash. Amount Given: 3,284.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Philanthropy. Grantee Name: Junior Achievement. Property Description: Cash. Amount Given: 500.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Scholarship. Grantee Name: Christine Boyd. Property Description: Cash. Amount Given: 300. Total included on Form 990-EZ, line 10: 4,844.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Appreciation Gifts. Amount: 1,067. Description: Filing Fees. Amount: 61. Description: Travel. Amount: 534. Description: Conference Expense. Amount: 6,598. Description: Insurance-Officers and Directors. Amount: 747. Description: Luncheon Expense. Amount: 18,915. Description: Miscellaneous. Amount: 661. Description: Event Expenses. Amount: 4,582. Description: Office Supplies. Amount: 118. Description: Educational Materials. Amount: 7,091. Description: Speaker Expense. Amount: 278. Description: Pay Pal Fees. Amount: 1,086. Description: HR Florida Ticket Expense. Amount: 16,875. Description: Prizes. Amount: 1,564. Description: Bank Charges. Amount: 4. Description: Scholarship Auction. Amount: 200. Description: Telephone/Website. Amount: 792. Total to Form 990-EZ, line 16: 61,173.”

Raw XML Appendix189 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0Dana Riley Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum02393443243
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04224 Renaissance Preserve Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Myers
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033916
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041990
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Suzanne Boy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Katrina Gossic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Drew Tyler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Judy Marcucci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nancy Korista
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Logan Wallick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dana Riley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secreatary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP-Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt061173
IRS990EZ/OtherRevenueTotalAmt0371
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Our purpose is to promote and advance the understanding and application of every phase of human resource management; to endeavor to establish and improve ideals, performance and standards of ethical conduct and relationships in the field of human resources; to encourage cooperation among members for the exchange of ideas, discussion of problems and the dissemination of information in the field of human resources; to develop greater recognition of the human resource function.
IRS990EZ/PrintingPublicationsPostageAmt0272
IRS990EZ/ProgramServiceRevenueAmt060296
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Luncheons: SHRM SWFL puts on monthly luncheon meetings for its membership. At each luncheon, a speaker is brought in to discuss topics relevant to the HR profession, and certification credits are available to attendees. In addition to certification credits/education, attendees also have an opportunity to network with other HR-related professionals. Meetings are open to the public, and we often have many guest attendees. Attendance varies depending on the time of year and topic, but generally ranges from 60-80 people.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Bulk tickets: Each year, SHRM SWFL purchases groups of bulk tickets to the HR Florida State conference, the largest HR Conference in the state. Our chapter is able to purchase the tickets at a deep discount, then offer them to our membership at that discounted price. Bulk tickets can only be purchased by a chapter, and not as individuals. We require someone to be a member to purchase a bulk ticket, so this service potentially benefits up to 20-30 people. On average, we purchase and sell 20-30 bulk tickets each year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SHRM Foundation: Our chapter raises money each year to donate to the SHRM Foundation. The SHRM Foundation provides thought leadership and educational support, sponsoring, funding, and driving educational research, and scholarships to HR professionals. We host networking events to raise money for the donation. This year between our cash donations and donation of silent auction items to auctions benfitting SHRM Foundation, our chapter has donated over $ 2,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018915
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116875
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27091
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt068689
IRS990EZ/TotalProgramServiceExpensesAmt042881
IRS990EZ/TotalRevenueAmt069872
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.shrmswfl.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027722
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039028
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0145713
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt047
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0173435
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067279
IRS990ScheduleA/Total509Grp/TotalAmt0173435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067296
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0173482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 20. Description: Dividends. Amount: 1. Description: Exempt Interest Dividends. Amount: 350. Total to Form 990-EZ, line 8: 371.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Affiliate Name: SHRM Foundation. Purpose of Payment: Annual Campaign. Amount of Payment: 1,900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Scholarship. Grantee Name: Treneice Collins. Property Description: Cash. Amount Given: 760.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Philanthropy. Grantee Name: TARGET. Property Description: Cash. Amount Given: 3,284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: Philanthropy. Grantee Name: Junior Achievement. Property Description: Cash. Amount Given: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Activity Classification: Scholarship. Grantee Name: Christine Boyd. Property Description: Cash. Amount Given: 300. Total included on Form 990-EZ, line 10: 4,844.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: Appreciation Gifts. Amount: 1,067. Description: Filing Fees. Amount: 61. Description: Travel. Amount: 534. Description: Conference Expense. Amount: 6,598. Description: Insurance-Officers and Directors. Amount: 747. Description: Luncheon Expense. Amount: 18,915. Description: Miscellaneous. Amount: 661. Description: Event Expenses. Amount: 4,582. Description: Office Supplies. Amount: 118. Description: Educational Materials. Amount: 7,091. Description: Speaker Expense. Amount: 278. Description: Pay Pal Fees. Amount: 1,086. Description: HR Florida Ticket Expense. Amount: 16,875. Description: Prizes. Amount: 1,564. Description: Bank Charges. Amount: 4. Description: Scholarship Auction. Amount: 200. Description: Telephone/Website. Amount: 792. Total to Form 990-EZ, line 16: 61,173.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0dana riley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02393441403
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHRM SWFL Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHRM
ReturnHeader/Filer/EIN0591620330
ReturnHeader/Filer/PhoneNum02393441403
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 61984
ReturnHeader/Filer/USAddress/CityNm0Fort Myers
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033906
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId057906861D16E829F005C2BACAE18ADE0C26F3514
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AEEBACEF629D723A029E45B89F7F4761153AFBDD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.118.238.25
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:32:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464125462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SJ Carney & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03301 Bonita Beach Rd Suite 209
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bonita Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034134
ReturnHeader/PreparerPersonGrp/PhoneNum02392440470
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie J Carney CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T13:37:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,173
Liabilities
$0
Net assets
$43,173
Revenue
$69,872
Expenses
$68,689
Net income
$1,183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$1.01$1.06$0.91$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.72$0.95$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.92$0.74$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.96$0.64$0.32
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.45$0.39$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.68$0.59$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.77$0.77$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.72$0.69$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.70$0.69$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.60$0.67$0.07
2014Summary only. Only limited summary data is available for this year.$0.47$0.00$0.66$0.70$0.04