Civic Intelligence

Plumbers and Pipefitters Lu 803 Joint Apprenticeship Fund

990 • Fiscal year 2014 • EIN 59-6227992

Aug 01, 2013 to Jul 31, 2014 • Filed on Feb 16, 2015

Organization ProfileN/A
8657 Baypine Road Building 5 No 20032256-8364

(904) 538-0100

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

46th percentile

0.01x

Higher debt load relative to revenue than 46% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Net Margin

64th percentile

8.6%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

67th percentile

$77,351

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Asset Growth

66th percentile

7.5%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

35th percentile

-1.1%

Faster revenue growth than 35% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$613,811

Up $42,856 (+7.5%) from 2013

Net Assets

Up

$611,338

Up $40,383 (+7.1%) from 2013

Liabilities

Up

$2,473

Up $2,473 from 2013

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin64th percentile

Revenue

Down

$467,748

Down $5,241 (-1.1%) from 2013

Expenses

Up

$427,365

Up $13,628 (+3.3%) from 2013

Net Income

Down

$40,383

Down $18,869 (-32%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $343,666Liabilities 2010: $0Net Assets 2010: $343,6662010Assets 2011: $441,254Liabilities 2011: $0Net Assets 2011: $441,2542011Assets 2012: $511,703Liabilities 2012: $0Net Assets 2012: $511,7032012Assets 2013: $570,955Liabilities 2013: $0Net Assets 2013: $570,9552013Assets 2014: $613,811Liabilities 2014: $2,473Net Assets 2014: $611,3382014Assets 2015: $685,890Liabilities 2015: $0Net Assets 2015: $685,8902015Assets 2016: $724,840Liabilities 2016: $0Net Assets 2016: $724,8402016Assets 2017: $759,912Liabilities 2017: $0Net Assets 2017: $759,9122017Assets 2018: $780,310Liabilities 2018: $0Net Assets 2018: $780,3102018Assets 2019: $863,316Liabilities 2019: $2,210Net Assets 2019: $861,1062019Assets 2020: $1,011,087Liabilities 2020: $0Net Assets 2020: $1,011,0872020Assets 2021: $1,126,686Liabilities 2021: $0Net Assets 2021: $1,126,6862021Assets 2022: $1,178,664Liabilities 2022: $1,925Net Assets 2022: $1,176,7392022Assets 2023: $1,158,095Liabilities 2023: $1,148Net Assets 2023: $1,156,9472023Assets 2024: $1,017,641Liabilities 2024: $109Net Assets 2024: $1,017,5322024

Highlighted filing

2014

Assets$613,811
Liabilities$2,473
Net Assets$611,338
Open 2014 Filing

Operations Trend

Revenue Growth35th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $490,358Expenses 2010: $506,288Net Income 2010: -$15,9302010Expenses 2011: $426,4522011Expenses 2012: $429,3872012Revenue 2013: $472,989Expenses 2013: $413,737Net Income 2013: $59,2522013Revenue 2014: $467,748Expenses 2014: $427,365Net Income 2014: $40,3832014Revenue 2015: $489,371Expenses 2015: $414,819Net Income 2015: $74,5522015Revenue 2016: $493,922Expenses 2016: $454,972Net Income 2016: $38,9502016Revenue 2017: $489,189Expenses 2017: $454,117Net Income 2017: $35,0722017Revenue 2018: $516,765Expenses 2018: $496,367Net Income 2018: $20,3982018Revenue 2019: $582,459Expenses 2019: $501,663Net Income 2019: $80,7962019Revenue 2020: $623,882Expenses 2020: $473,901Net Income 2020: $149,9812020Revenue 2021: $593,477Expenses 2021: $477,878Net Income 2021: $115,5992021Revenue 2022: $579,688Expenses 2022: $529,635Net Income 2022: $50,0532022Revenue 2023: $546,251Expenses 2023: $566,043Net Income 2023: -$19,7922023Revenue 2024: $569,400Expenses 2024: $708,815Net Income 2024: -$139,4152024

Highlighted filing

2014

Revenue$467,748
Expenses$427,365
Net Income$40,383
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Feb 16, 2015
Return Version
2013v4.0
Gross Receipts
$467,748
Mission and Program Overview

Mission

APPRENTICE TRAINING

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$570,955$611,338▲ $40,383
Cash and Non-Interest-Bearing Accounts$237,465$277,236▲ $39,771
Savings and Temporary Cash Investments$219,006$219,031▲ $25
Land, Buildings, and Equipment, Net$107,585$117,544▲ $9,959
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$570,955$613,811▲ $42,856
Other Assets Total$6,899$0▼ $6,899
Liabilities
Other Liabilities$0$2,473▲ $2,473
Total Liabilities$0$2,473▲ $2,473
Net Assets / Fund Balance
Total Net Assets Fund Balance$570,955$611,338▲ $40,383
Total Liabilities and Net Assets / Fund Balance$570,955$613,811▲ $42,856

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$97,179$142,741$239,920
Equipment$20,365$61,091$81,456
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carl GregoryTraining DirectorFT$32,277$45,074$77,351

Board Members and Trustees

NameTitle
Bernard HorneTrustee
Bradley GrabillTrustee
Brandon ThomasTrustee
Dalton WrightTrustee
Paul JonesTrustee
Tommy BrandlTrustee
Elery BortonTrustee - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$16,000
Program Service Revenue
$451,722
Investment Income
$26
Other Revenue
$0
All Other Contributions
$16,000
Change in Net Assets
$40,383

Audited Revenue Reconciliation

Revenue per Audited Statements
$467,748
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$467,748
Total Revenue per Form 990
$467,748
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$238,556
Salaries, Compensation, and Employee Benefits$188,809
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$96,548
Occupancy---$93,801
Current Officers, Directors, Trustees, and Key Employees---$77,126
Office Expenses---$28,309
Depreciation Depletion---$17,994
Conferences and Meetings---$16,289
Travel---$10,295
Other Employee Benefits---$9,602
Fees for Services Management---$9,000
Fees for Services Accounting---$8,300
Insurance---$7,175
Payroll Taxes---$5,533
Fees for Services Legal---$3,691
Other Expenses---$1,474
Advertising---$850
Total Functional Expenses$0$0$0$427,365

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$427,365
Total Expenses per Audited Statements$427,365
Total Expenses per Form 990$427,365
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Withheld$2,473
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
CEO compensation reviewed
Yes
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 A, Line 8B

“The fund does not have a segregated committee which acts on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The form 990 is provided to the entire board of trustees prior to filing. After the board's review, the form is approved and filed.”

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

“The fund is required by the employee retirement income security act to disclose any conflicts of interest. The trustees monitor and enforce the fund's compliance with erisa with assistance from the fund's professionals.”

Form 990, Part VI, Section B, Line 15A

“The salary of the training director is annually reviewed and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request at the fund office.”

Form 990, Part VII, Section A, Columns D and F

“The training director's salary and fringe benefits are initially paid by the plumbers afl-cio local union 803 under a common paymaster agreement and are reimbursed by the apprenticeship fund on a periodic basis. The training director's form w-2 is issued by plumbers and pipefitters local union 803.”

Filing and Contact Details

Filer

EIN
59-6227992
Phone
9045380100

Signing Officer

Name
Bernard Horne
Title
Trustee
Phone
9045380100
Signed
2015-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elery Borton
Formed
1969
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Preparer
Greg Wallenbecker
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The fund files form 990, return of organization exempt from income tax. The fund's return is subject to examination by the internal revenue service until the applicable statute of limitation expires.”

Raw XML AppendixShowing 400 of 410 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE FUND'S RETURN IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0427365
IRS990ScheduleD/TotalLiabilityAmt02473
IRS990ScheduleD/TotalRevenuePerForm990Amt0467748
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0467748
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0427365
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CARL GREGORY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt077351
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND DOES NOT HAVE A SEGREGATED COMMITTEE WHICH ACTS ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. AFTER THE BOARD'S REVIEW, THE FORM IS APPROVED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND IS REQUIRED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT TO DISCLOSE ANY CONFLICTS OF INTEREST. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH ASSISTANCE FROM THE FUND'S PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SALARY OF THE TRAINING DIRECTOR IS ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRAINING DIRECTOR'S SALARY AND FRINGE BENEFITS ARE INITIALLY PAID BY THE PLUMBERS AFL-CIO LOCAL UNION 803 UNDER A COMMON PAYMASTER AGREEMENT AND ARE REIMBURSED BY THE APPRENTICESHIP FUND ON A PERIODIC BASIS. THE TRAINING DIRECTOR'S FORM W-2 IS ISSUED BY PLUMBERS AND PIPEFITTERS LOCAL UNION 803.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, COLUMNS D AND F
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10PLUMBERS & PIPEFITTERS LOCAL UNION NO 803 HEALTH FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11PLUMBERS & PIPEFITTERS LOCAL UNION NO 803 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0596152618
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1596228172
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine108657 BAYPINE ROAD BUILDING 5 SUITE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine118657 BAYPINE ROAD BUILDING 5 SUITE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0JACKSONVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1JACKSONVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode032256
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode132256
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/TotalAssetsBOYAmt0570955
IRS990/TotalAssetsEOYAmt0613811
IRS990/TotalAssetsGrp/BOYAmt0570955
IRS990/TotalAssetsGrp/EOYAmt0613811
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt016000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0427365
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02473
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0570955
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IRS990/TotalOtherCompensationAmt045074
IRS990/TotalProgramServiceRevenueAmt0451722
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IRS990/TotalRevenueGrp/ExclusionAmt026
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0451722
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0467748
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0570955
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0613811
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt010295
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine108657 BAYPINE ROAD BUILDING 5 NO 200
IRS990/USAddress/City0JACKSONVILLE
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode0322568364
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNARD HORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09045380100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10PLUMBERS AND PIPEFITTERS LU 803 JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine20APPRENTICESHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0596227992
ReturnHeader/Filer/PhoneNum09045380100
ReturnHeader/Filer/USAddress/AddressLine108657 BAYPINE ROAD BUILDING 5 NO 200
ReturnHeader/Filer/USAddress/City0JACKSONVILLE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0322568364
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10311 S WACKER DRIVE STE 4000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$613,811
Liabilities
$2,473
Net assets
$611,338
Revenue
$467,748
Expenses
$427,365
Net income
$40,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.57$0.71$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.55$0.57$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.58$0.53$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.59$0.48$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.62$0.47$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.58$0.50$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.52$0.50$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.49$0.45$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.49$0.45$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.49$0.41$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.47$0.43$0.04
2013Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.47$0.41$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.49$0.51$0.02