Civic Intelligence

Mcwilliams Family Foundation C/O Ted Mcwilliams

990PF • Fiscal year 2017 • EIN 74-3072182

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 05, 2017

Clb Brit 1904 4021 Gulf Shore BlvNaples, FL 34103

(412) 825-7100

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

58th percentile

4.9%

Faster asset growth than 58% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,427,169

Up $67,038 (+4.9%) from 2016

Net Assets

Up

$1,427,169

Up $67,038 (+4.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$160,215

Up $22,363 (+16%) from 2016

Expenses

Up

$93,177

Up $3,968 (+4.4%) from 2016

Net Income

Up

$67,038

Up $18,395 (+38%) from 2016

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 2011: $1,142,891Liabilities 2011: $0Net Assets 2011: $1,142,8912011Assets 2012: $1,199,945Liabilities 2012: $0Net Assets 2012: $1,199,9452012Assets 2013: $1,194,807Liabilities 2013: $0Net Assets 2013: $1,194,8072013Assets 2014: $1,263,923Liabilities 2014: $0Net Assets 2014: $1,263,9232014Assets 2015: $1,311,488Liabilities 2015: $0Net Assets 2015: $1,311,4882015Assets 2016: $1,360,131Liabilities 2016: $0Net Assets 2016: $1,360,1312016Assets 2017: $1,427,169Liabilities 2017: $0Net Assets 2017: $1,427,1692017Assets 2018: $1,463,147Liabilities 2018: $0Net Assets 2018: $1,463,1472018Assets 2019: $1,501,362Liabilities 2019: $0Net Assets 2019: $1,501,3622019Assets 2020: $1,546,224Liabilities 2020: $0Net Assets 2020: $1,546,2242020Assets 2021: $1,546,455Liabilities 2021: $0Net Assets 2021: $1,546,4552021Assets 2022: $2,525,488Liabilities 2022: $0Net Assets 2022: $2,525,4882022Assets 2023: $2,261,767Liabilities 2023: $0Net Assets 2023: $2,261,7672023Assets 2024: $2,562,616Liabilities 2024: $0Net Assets 2024: $2,562,6162024Assets 2025: $2,652,194Liabilities 2025: $0Net Assets 2025: $2,652,1942025

Highlighted filing

2017

Assets$1,427,169
Liabilities$0
Net Assets$1,427,169

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $83,6622011Expenses 2012: $128,5552012Expenses 2013: $74,4192013Revenue 2014: $147,295Expenses 2014: $78,179Net Income 2014: $69,1162014Revenue 2015: $127,784Expenses 2015: $80,219Net Income 2015: $47,5652015Revenue 2016: $137,852Expenses 2016: $89,209Net Income 2016: $48,6432016Revenue 2017: $160,215Expenses 2017: $93,177Net Income 2017: $67,0382017Revenue 2018: $130,844Expenses 2018: $94,866Net Income 2018: $35,9782018Revenue 2019: $150,163Expenses 2019: $111,948Net Income 2019: $38,2152019Revenue 2020: $152,311Expenses 2020: $107,449Net Income 2020: $44,8622020Revenue 2021: $107,924Expenses 2021: $107,693Net Income 2021: $2312021Revenue 2022: $1,333,718Expenses 2022: $126,664Net Income 2022: $1,207,0542022Revenue 2023: -$51,874Expenses 2023: $212,974Net Income 2023: -$264,8482023Revenue 2024: $502,707Expenses 2024: $199,810Net Income 2024: $302,8972024Revenue 2025: $333,640Expenses 2025: $244,062Net Income 2025: $89,5782025

Highlighted filing

2017

Revenue$160,215
Expenses$93,177
Net Income$67,038
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 5, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TED MCWILLIAMSPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDIOCESE OF PITTSBURGH CENTRAL CATHOLIC SCHOOLSTUDENT FINANCIAL AIDPUBLIC CHARITYPITTSBURGH, PA, US$73,090
Paid GrantNATIIONAL ALLIANCE ON MENTAL ILLNESSSUPPORT OF INDIVIDUALS AFFECTED BY MENTAL ILLNESSPUBLIC CHARITYARLINGTON, VA, US$5,000
Paid GrantLA AMISTAD FOUNDATIONSUPPORT OF INDIVIDUALS AFFECTED BY MENTAL ILLNESSPUBLIC CHARITYFERN PARK, FL, US$5,000
Filing and Contact Details

Filer

Filer Name
Mcwilliams Family Foundation
EIN
74-3072182
Phone
4128257100
Address
CLB BRIT 1904 4021 GULF SHORE BLV, NAPLES, FL 34103

Signing Officer

Name
Ted Mcwilliams
Title
President
Phone
4128257100
Signed
2017-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Catanese Group Pc
Address
307 STATE STREET, JOHNSTOWN, PA 15905-2737
Preparer
Peter Shrift CPA
Phone
8142558400
Raw XML Appendix379 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33M COMPANY: MMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ANNALY CAPITAL MGMT REIT: NLY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CORNING INC: GLW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SPDR BLMBRG SHT TRM CP ETF SCPB
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01749160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01668259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01606334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01526693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01426906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01317760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt083090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.230728
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt082589
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt083090
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0501
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt083090
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PETER SHRIFT CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0307 STATE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JOHNSTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015905
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08142558400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt073090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0STUDENT FINANCIAL AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF INDIVIDUALS AFFECTED BY MENTAL ILLNESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT OF INDIVIDUALS AFFECTED BY MENTAL ILLNESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DIOCESE OF PITTSBURGH CENTRAL CATHOLIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NATIIONAL ALLIANCE ON MENTAL ILLNESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LA AMISTAD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04720 5TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13803 N FAIRFAX DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28400 LA AMISTAD COVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FERN PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232730
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt083090
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt083090
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt083090
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt086957
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt083090
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0TED MCWILLIAMS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04021 GULF SHORE BLVD N BRITTANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0341033471
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0608986
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0666895
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0666895
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03848
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03848
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01091
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01091
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01091
TaxesSchedule/TaxesDetail/Amt0323
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0323
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TED MCWILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04128257100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCWILLIAMS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TED MCWILLIAMS
ReturnHeader/Filer/BusinessNameControlTxt0MCWI
ReturnHeader/Filer/EIN0743072182
ReturnHeader/Filer/PhoneNum04128257100
ReturnHeader/Filer/USAddress/AddressLine1Txt0CLB BRIT 1904 4021 GULF SHORE BLV
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04C3C74D8805187E92FDFAA6DA51FFDE5872BA78A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04C3C74D8805187E92FDFAA6DA51FFDE5872BA78A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.255.7.61
ReturnHeader/FilingSecurityInformation/IPDt02017-09-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:15:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251685380
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CATANESE GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0307 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOHNSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0159052737
ReturnHeader/PreparerPersonGrp/PhoneNum08142558400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER SHRIFT CPA
ReturnHeader/ReturnTs02017-09-25T13:44:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.33$0.24$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.50$0.20$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.05$0.21$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.33$0.13$1.21
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.11$0.11$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.15$0.11$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.15$0.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.13$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.16$0.09$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.14$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.13$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.15$0.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08
Peer Organizations

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