Civic Intelligence

Occupational Safety Association of Alabama

990 • Fiscal year 2016 • EIN 63-1059081

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 03, 2017

101 Technacenter DriveMontgomery, AL 36117

(888) 661-7119

Siviq Scores

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

Liabilities / Assets

25th percentile

0.04x

Higher debt load relative to assets than 25% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

28th percentile

0.06x

Higher debt load relative to revenue than 28% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

88th percentile

20%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

81st percentile

17%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

1.5%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,038,077

Up $148,130 (+17%) from 2015

Net Assets

Up

$998,936

Up $158,238 (+19%) from 2015

Liabilities

Down

$39,141

Down $10,108 (-21%) from 2015

Revenue

Up

$698,150

Up $10,221 (+1.5%) from 2015

Expenses

Up

$560,954

Up $168,644 (+43%) from 2015

Net Income

Down

$137,196

Down $158,423 (-54%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $186,073Liabilities 2010: $5,592Net Assets 2010: $180,4812010Assets 2011: $207,068Liabilities 2011: $31,092Net Assets 2011: $175,9762011Assets 2012: $116,220Liabilities 2012: $2,114Net Assets 2012: $114,1062012Assets 2013: $361,361Liabilities 2013: $50,000Net Assets 2013: $311,3612013Assets 2014: $613,661Liabilities 2014: $50Net Assets 2014: $613,6112014Assets 2015: $889,947Liabilities 2015: $49,249Net Assets 2015: $840,6982015Assets 2016: $1,038,077Liabilities 2016: $39,141Net Assets 2016: $998,9362016Assets 2017: $1,009,767Liabilities 2017: $39,380Net Assets 2017: $970,3872017Assets 2018: $1,065,973Liabilities 2018: $140,000Net Assets 2018: $925,9732018Assets 2019: $1,045,747Liabilities 2019: $75,000Net Assets 2019: $970,7472019Assets 2020: $968,769Liabilities 2020: $30,000Net Assets 2020: $938,7692020Assets 2021: $1,093,193Liabilities 2021: $61,596Net Assets 2021: $1,031,5972021Assets 2022: $1,160,552Liabilities 2022: $13,347Net Assets 2022: $1,147,2052022Assets 2023: $1,687,278Liabilities 2023: $22,184Net Assets 2023: $1,665,0942023Assets 2024: $2,174,682Liabilities 2024: $14,278Net Assets 2024: $2,160,4042024

Highlighted filing

2016

Assets$1,038,077
Liabilities$39,141
Net Assets$998,936

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $178,671Expenses 2010: $237,857Net Income 2010: -$59,1862010Expenses 2011: $215,1722011Revenue 2012: $150,732Expenses 2012: $210,488Net Income 2012: -$59,7562012Revenue 2013: $464,880Expenses 2013: $219,739Net Income 2013: $245,1412013Revenue 2014: $567,591Expenses 2014: $334,624Net Income 2014: $232,9672014Revenue 2015: $687,929Expenses 2015: $392,310Net Income 2015: $295,6192015Revenue 2016: $698,150Expenses 2016: $560,954Net Income 2016: $137,1962016Revenue 2017: $554,685Expenses 2017: $580,805Net Income 2017: -$26,1202017Revenue 2018: $524,678Expenses 2018: $473,094Net Income 2018: $51,5842018Revenue 2019: $552,856Expenses 2019: $581,630Net Income 2019: -$28,7742019Revenue 2020: $559,454Expenses 2020: $616,249Net Income 2020: -$56,7952020Revenue 2021: $648,693Expenses 2021: $513,496Net Income 2021: $135,1972021Revenue 2022: $712,423Expenses 2022: $596,028Net Income 2022: $116,3952022Revenue 2023: $1,287,185Expenses 2023: $769,278Net Income 2023: $517,9072023Revenue 2024: $1,326,931Expenses 2024: $831,603Net Income 2024: $495,3282024

Highlighted filing

2016

Revenue$698,150
Expenses$560,954
Net Income$137,196
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$698,150
Mission and Program Overview

Mission

TO PROMOTE JOB SAFETY.

To promote job safety

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$840,698$998,936▲ $158,238
Savings and Temporary Cash Investments$454,968$686,782▲ $231,814
Receivables From Officers Etc$325,000$215,934▼ $109,066
Cash and Non-Interest-Bearing Accounts$88,940$124,116▲ $35,176
Land, Buildings, and Equipment, Net$9,794$0▼ $9,794
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$889,947$1,038,077▲ $148,130
Other Assets Total$11,245$11,245→ $0
Liabilities
Accounts Payable and Accrued Expenses$40,000$30,072▼ $9,928
Other Liabilities$9,249$9,069▼ $180
Total Liabilities$49,249$39,141▼ $10,108
Net Assets / Fund Balance
Total Net Assets Fund Balance$840,698$998,936▲ $158,238
Total Liabilities and Net Assets / Fund Balance$889,947$1,038,077▲ $148,130

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$69,655$69,655
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anthony P MarinoChairman
Salem ReshaVice Chairman
Jonathan AdcockDirector
Stephen MarinoDirector
William MurphreeDirector
Lillian G MartinSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Business Insurance Group LLCAdmin & Member ServicesPO Box 243007, Montgomery, AL 36124$250,000
AlaCOMPComputer Services101 Technacenter Drive, Montgomery, AL 36117$130,000
Brookstone Group LLCmanagment services11 Baltusrol Ct, Birmingham, AL 35242$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$311,447
Investment Income
$1,853
Other Revenue
$384,850
Change in Net Assets
$137,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$535,954
Grants and Similar Amounts Paid$25,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$250,000
Information Technology---$135,620
Fees for Services Management---$120,000
Grants to Domestic Orgs---$25,000
Other Expenses---$15,180
Depreciation Depletion---$9,794
Fees for Services Accounting---$5,250
Office Expenses---$110
Total Functional Expenses$0$0$0$560,954
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Family Cristo ReyEnsley, AL501(c)3to provide funds to help train young men & women to be productive citizens & responsible employees$25,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-20% owned A. Marino-Chairman/Exec Officer; 52% owned by S. Marino, DirectorAdministrative and member services for safety newsletter, seminars, instructional electronic media, quarterly webinars, and representing the organization at safety events.No$250,000
-100% owned by Anthony Marino, Chair/Exec Officer & Stephen Marino, Directormanagement fee in lieu of payment to Anthony Marino for his services as Executive director.No$120,000

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$325,000$215,934▼ $109,066
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Business Insurance Group, LLC$9,069
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes

Governance Explanations

Form 990, Part VI, Section A, line 2

Anthony Marino, Chairman/Exec Officer is the father of Stephen Marino, Director. Anthony Marino, Chairman/Exec Officer and Stephen Marino, Director own 100% of Brookstone Group, LLC. Anthony Marino, Chairman/Exec Officer owns 20% and Stephen Marino, Director owns 52% of Business Insurance Group, LLC.

Form 990, Part VI, Section A, line 3

Brookstone Group, LLC received payment of the management fee for duties performed by Anthony Marino as the Executive Officer.

Form 990, Part VI, Section A, line 6

Members are business entities who are interested in promoting job safety in the workplace.

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

Upon completion of the Form 990, the return is presented to the Board at a Board of Directors meeting. At the meeting, the Board members review the tax return and are free to ask any questions or engage in discussion regarding any topic covered in the return. Once the governing body has reviewed and approved the Form 990, the return is filed with the Internal Revenue Service.

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

The Governing board annually reviews the conflict of interest policy and if anyone knows of a potential conflict it is reported immediately to management. The board completes annual disclosure statements for conflicts of interest.

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

Compensation for the Officer is determined on a yearly basis and is paid to the management company, Brookstone Group, LLC. Before compensation is set, the Board of Directors examines the type and amount of work performed. The board uses comparable data from the Alabama Council of Association Executives to determine compensation.

Form 990, Part VI, Section C, line 19

Annual financial statements as well as other documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Occupational Safety Association
EIN
63-1059081
Phone
8886617119
Address
101 Technacenter Drive, Montgomery, AL 36117

Signing Officer

Name
Anthony Marino
Title
Executive Officer
Phone
8886617119
Signed
2017-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Marino
Formed
1992
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Barfield Murphy Shank & Smith LLC
Address
1121 Riverchase Office Rd, Birmingham, AL 35244
Preparer
Cynthia A Hudson CPA
Phone
2059825500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Administrative Fees 250,000.

Form 990, Part XI, line 9:

Accrual to Cash Adjustment 21,042.

Section 1.263(A)-1(F) De Minimis Safe Harbor Election

Occupational Safety Association of Alabama 101 Technacenter Drive Montgomery, AL 36117 Employer Identification Number: 63-1059081 For the Year Ending December 31, 2016 Occupational Safety Association of Alabama is making the de minimis safe harbor election under Reg. Sec. 1.263(a)-1(f).

Raw XML Appendix372 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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IRS990ScheduleI/RecipientTable/RecipientEIN0134341859
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02001 19th street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Ensley
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd035218
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The board only approves qualified tax exempt charitable entities for donations during the year.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 1
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0Brookstone Group LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1Business Insurance Group LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0100% owned by Anthony Marino, Chair/Exec Officer & Stephen Marino, Director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt120% owned A. Marino-Chairman/Exec Officer; 52% owned by S. Marino, Director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0120000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1250000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0management fee in lieu of payment to Anthony Marino for his services as Executive director.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Administrative and member services for safety newsletter, seminars, instructional electronic media, quarterly webinars, and representing the organization at safety events.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0215934
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0Brookstone Group LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Business related expenses
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0325000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Officer
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0215934
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Anthony Marino, Chairman/Exec Officer is the father of Stephen Marino, Director. Anthony Marino, Chairman/Exec Officer and Stephen Marino, Director own 100% of Brookstone Group, LLC. Anthony Marino, Chairman/Exec Officer owns 20% and Stephen Marino, Director owns 52% of Business Insurance Group, LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Brookstone Group, LLC received payment of the management fee for duties performed by Anthony Marino as the Executive Officer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members are business entities who are interested in promoting job safety in the workplace.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon completion of the Form 990, the return is presented to the Board at a Board of Directors meeting. At the meeting, the Board members review the tax return and are free to ask any questions or engage in discussion regarding any topic covered in the return. Once the governing body has reviewed and approved the Form 990, the return is filed with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Governing board annually reviews the conflict of interest policy and if anyone knows of a potential conflict it is reported immediately to management. The board completes annual disclosure statements for conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation for the Officer is determined on a yearly basis and is paid to the management company, Brookstone Group, LLC. Before compensation is set, the Board of Directors examines the type and amount of work performed. The board uses comparable data from the Alabama Council of Association Executives to determine compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Annual financial statements as well as other documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Administrative Fees 250,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accrual to Cash Adjustment 21,042.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Occupational Safety Association of Alabama 101 Technacenter Drive Montgomery, AL 36117 Employer Identification Number: 63-1059081 For the Year Ending December 31, 2016 Occupational Safety Association of Alabama is making the de minimis safe harbor election under Reg. Sec. 1.263(a)-1(f).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Section 1.263(a)-1(f) De Minimis Safe Harbor Election
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0889947
IRS990/TotalAssetsEOYAmt01038077
IRS990/TotalAssetsGrp/BOYAmt0889947
IRS990/TotalAssetsGrp/EOYAmt01038077
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0560954
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt049249
IRS990/TotalLiabilitiesEOYAmt039141
IRS990/TotalLiabilitiesGrp/BOYAmt049249
IRS990/TotalLiabilitiesGrp/EOYAmt039141
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0840698
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0998936
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0311447
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0386703
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0311447
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0698150
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0889947
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01038077
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 Technacenter Drive
IRS990/USAddress/CityNm0Montgomery
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036117
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.osaal.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Anthony Marino
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum08886617119
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Occupational Safety Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Alabama
ReturnHeader/Filer/BusinessNameControlTxt0OCCU
ReturnHeader/Filer/EIN0631059081
ReturnHeader/Filer/PhoneNum08886617119
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 Technacenter Drive
ReturnHeader/Filer/USAddress/CityNm0Montgomery
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036117
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB5B87492D4E1977DF1DA222DA2F657D6D491FA0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07D18C0A5607C564A059F47EF0B8078F358E5AEEC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.254.230.2
ReturnHeader/FilingSecurityInformation/IPDt02017-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:10:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461498870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barfield Murphy Shank & Smith LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01121 Riverchase Office Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02059825500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia A Hudson CPA
ReturnHeader/ReturnTs02017-11-14T08:34:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.01$2.16$1.33$0.83$0.50
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.02$1.67$1.29$0.77$0.52
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.15$0.71$0.60$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.06$1.03$0.65$0.51$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.03$0.94$0.56$0.62$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.08$0.97$0.55$0.58$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.14$0.93$0.52$0.47$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.04$0.97$0.55$0.58$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.04$1.00$0.70$0.56$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.05$0.84$0.69$0.39$0.30
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.57$0.33$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.05$0.31$0.46$0.22$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.11$0.15$0.21$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.03$0.18$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.01$0.18$0.18$0.24$0.06