Civic Intelligence

Plumbers and Pipefitters Lu 803 Joint Apprenticeship Fund

990 • Fiscal year 2017 • EIN 59-6227992

Aug 01, 2016 to Jul 31, 2017 • Filed on Jun 15, 2018

8657 Baypine Road Building 5 No 200Jacksonville, FL 32256-8364

(904) 538-0100

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.00x

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

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Net Margin

57th percentile

7.2%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$38,403

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Asset Growth

53rd percentile

4.8%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-1.0%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$759,912

Up $35,072 (+4.8%) from 2016

Net Assets

Up

$759,912

Up $35,072 (+4.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$489,189

Down $4,733 (-1.0%) from 2016

Expenses

Down

$454,117

Down $855 (-0.2%) from 2016

Net Income

Down

$35,072

Down $3,878 (-10.0%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$759,912
Liabilities$0
Net Assets$759,912

Operations Trend

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

2017

Revenue$489,189
Expenses$454,117
Net Income$35,072
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 15, 2018
Return Version
2016v3.0
Gross Receipts
$489,189
Mission and Program Overview

Mission

APPRENTICE TRAINING

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$724,840$759,912▲ $35,072
Cash and Non-Interest-Bearing Accounts$320,073$372,447▲ $52,374
Savings and Temporary Cash Investments$219,088$219,165▲ $77
Land, Buildings, and Equipment, Net$185,679$168,300▼ $17,379
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$724,840$759,912▲ $35,072
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$724,840$759,912▲ $35,072
Total Liabilities and Net Assets / Fund Balance$724,840$759,912▲ $35,072

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$139,199$181,822$321,021
Equipment$29,101$32,086$61,187
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandon ThomasTraining DirectorFT$16,990$21,413$38,403
Willie C GregoryTrustee-$3,500-$3,500

Board Members and Trustees

NameTitle
Bernard HorneTrustee
Dalton WrightTrustee
Paul JonesTrustee
Tommy BrandlTrustee
Vince HemphillTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$486,782
Investment Income
$77
Other Revenue
$2,330
Change in Net Assets
$35,072

Audited Revenue Reconciliation

Revenue per Audited Statements
$489,189
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$489,189
Total Revenue per Form 990
$489,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$229,437
Salaries, Compensation, and Employee Benefits$224,680
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$116,056
Occupancy---$108,870
Current Officers, Directors, Trustees, and Key Employees---$83,786
Depreciation Depletion---$24,686
Office Expenses---$23,585
Conferences and Meetings---$17,536
Other Employee Benefits---$13,170
Payroll Taxes---$11,668
Fees for Services Management---$9,000
Insurance---$7,821
Travel---$2,217
Other Expenses---$1,474
Fees for Services Accounting---$1,038
Advertising---$410
Total Functional Expenses$0$0$0$454,117

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$454,117
Total Expenses per Audited Statements$454,117
Total Expenses per Form 990$454,117
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
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
No
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 11B

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 and Line 5

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

Filer Name
Plumbers and Pipefitters Lu 803 Joint
EIN
59-6227992
Phone
9045380100
Address
8657 BAYPINE ROAD BUILDING 5 NO 200, JACKSONVILLE, FL 32256-8364

Signing Officer

Name
Willie C Gregory
Title
Trustee
Phone
9045380100
Signed
2018-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Willie C Gregory
Formed
1969
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
21
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR 700, WESTCHESTER, IL 60154
Preparer
Greg Wallenbecker
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The fund is required to evaluate its tax positions and disclose the amount of a tax liability if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML Appendix374 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/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND 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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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 11B
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 AND LINE 5
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PLUMBERS & PIPEFITTERS LOCAL UNION NO 803 HEALTH FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PLUMBERS & 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/AddressLine1Txt08657 BAYPINE ROAD BUILDING 5 SUITE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt18657 BAYPINE ROAD BUILDING 5 SUITE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0JACKSONVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1JACKSONVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032256
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd132256
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/TotalAssetsBOYAmt0724840
IRS990/TotalAssetsEOYAmt0759912
IRS990/TotalAssetsGrp/BOYAmt0724840
IRS990/TotalAssetsGrp/EOYAmt0759912
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/TotalAmt0454117
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0724840
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0759912
IRS990/TotalOtherCompensationAmt021413
IRS990/TotalProgramServiceRevenueAmt0486782
IRS990/TotalReportableCompFromOrgAmt020490
IRS990/TotalRevenueGrp/ExclusionAmt02407
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0486782
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0489189
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0724840
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0759912
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02217
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08657 BAYPINE ROAD BUILDING 5 NO 200
IRS990/USAddress/CityNm0JACKSONVILLE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0322568364
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIE C GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09045380100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS AND PIPEFITTERS LU 803 JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0596227992
ReturnHeader/Filer/PhoneNum09045380100
ReturnHeader/Filer/USAddress/AddressLine1Txt08657 BAYPINE ROAD BUILDING 5 NO 200
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0322568364
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D56625F7C0621E1EB8BA8C5A7372C18F0F4BC985
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C3168D624729577079CA47B99B0ED2C5793BD89E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.235.239.120
ReturnHeader/FilingSecurityInformation/IPDt02018-06-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:15:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 WESTBROOK CORPORATE CTR 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060154
ReturnHeader/PreparerPersonGrp/PhoneNum03123680500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG WALLENBECKER
ReturnHeader/ReturnTs02018-06-15T10:17:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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