Civic Intelligence

Summit Academy Inc

990 • Fiscal year 2017 • EIN 76-0845512

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization Profilewww.summitacademiesma.com
15 Jamesbury DriveWorcester, MA 01609

(508) 751-8500

Siviq Scores

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

Liabilities / Assets

97th percentile

1.56x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.23x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

51st percentile

3.3%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

67th percentile

$95,873

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$268,933

Up $32,006 (+14%) from 2016

Net Assets

Up

-$151,494

Up $58,942 (+28%) from 2016

Liabilities

Down

$420,427

Down $26,936 (-6.0%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin51st percentile

Revenue

Up

$1,809,153

Up $221,928 (+14%) from 2016

Expenses

Up

$1,750,211

Up $226,506 (+15%) from 2016

Net Income

Down

$58,942

Down $4,578 (-7.2%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MAssets 2011: $67,227Liabilities 2011: $178,217Net Assets 2011: -$110,9902011Assets 2012: $36,319Liabilities 2012: $296,664Net Assets 2012: -$260,3452012Assets 2013: $65,266Liabilities 2013: $466,684Net Assets 2013: -$401,4182013Assets 2014: $84,580Liabilities 2014: $445,720Net Assets 2014: -$361,1402014Assets 2015: $209,458Liabilities 2015: $323,508Net Assets 2015: -$114,0502015Assets 2016: $236,927Liabilities 2016: $447,363Net Assets 2016: -$210,4362016Assets 2017: $268,933Liabilities 2017: $420,427Net Assets 2017: -$151,4942017Assets 2018: $152,884Liabilities 2018: $440,669Net Assets 2018: -$287,7852018Assets 2019: $257,157Liabilities 2019: $668,526Net Assets 2019: -$411,3692019Assets 2020: $329,039Liabilities 2020: $829,790Net Assets 2020: -$500,7512020Assets 2021: $435,572Liabilities 2021: $1,138,370Net Assets 2021: -$702,7982021Assets 2022: $383,545Liabilities 2022: $1,963,479Net Assets 2022: -$1,579,9342022Assets 2023: $390,452Liabilities 2023: $2,526,105Net Assets 2023: -$2,135,6532023Assets 2024: $2,483,923Liabilities 2024: $4,390,002Net Assets 2024: -$1,906,0792024

Highlighted filing

2017

Assets$268,933
Liabilities$420,427
Net Assets-$151,494
Open 2017 Filing

Operations Trend

Revenue Growth67th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,019,8042011Revenue 2012: $973,921Expenses 2012: $1,123,276Net Income 2012: -$149,3552012Revenue 2013: $1,226,888Expenses 2013: $1,285,060Net Income 2013: -$58,1722013Revenue 2014: $1,452,725Expenses 2014: $1,379,290Net Income 2014: $73,4352014Revenue 2015: $1,658,554Expenses 2015: $1,411,464Net Income 2015: $247,0902015Revenue 2016: $1,587,225Expenses 2016: $1,523,705Net Income 2016: $63,5202016Revenue 2017: $1,809,153Expenses 2017: $1,750,211Net Income 2017: $58,9422017Revenue 2018: $1,690,667Expenses 2018: $1,826,958Net Income 2018: -$136,2912018Revenue 2019: $1,864,612Expenses 2019: $1,988,196Net Income 2019: -$123,5842019Revenue 2020: $1,536,430Expenses 2020: $1,625,812Net Income 2020: -$89,3822020Revenue 2021: $1,793,488Expenses 2021: $1,998,535Net Income 2021: -$205,0472021Revenue 2022: $2,055,973Expenses 2022: $2,933,109Net Income 2022: -$877,1362022Revenue 2023: $2,531,578Expenses 2023: $3,087,296Net Income 2023: -$555,7182023Revenue 2024: $2,448,162Expenses 2024: $2,609,797Net Income 2024: -$161,6352024

Highlighted filing

2017

Revenue$1,809,153
Expenses$1,750,211
Net Income$58,942
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$1,845,846
Mission and Program Overview

Mission

To operate a chapter 766 school in massachusetts for children with add, adhd, autism, asbergers and similar disorders.

School for students with autism, adhd and similar disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$143,178$165,175▲ $21,997
Land, Buildings, and Equipment, Net$44,517$62,137▲ $17,620
Accounts Receivable$28,456$24,563▼ $3,893
Prepaid Expenses and Deferred Charges$20,776$17,058▼ $3,718
Loans From Officers Directors$586--
Total Assets$236,927$268,933▲ $32,006
Liabilities
Accounts Payable and Accrued Expenses$216,399$191,458▼ $24,941
Deferred Revenue$175,266$157,836▼ $17,430
Mortgage Notes Payable Secured by Investment Property$55,112$71,133▲ $16,021
Total Liabilities$447,363$420,427▼ $26,936
Net Assets / Fund Balance
Temporarily Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$-210,436$-151,494▲ $58,942
Total Net Assets Fund Balance$-210,436$-151,494▲ $58,942
Total Liabilities and Net Assets / Fund Balance$236,927$268,933▲ $32,006

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$58,387$72,222$130,609
Leasehold Improvements$3,750$1,250$5,000
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel DimezzaExecutive Director/clerkFT$88,815$7,058$95,873

Board Members and Trustees

NameTitle
Stephen J RamseyPresident
Donald BigwoodDirector
Michael MorganDirector
Ronald G RossettiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,424
Program Service Revenue
$1,770,922
Investment Income
$0
Other Revenue
$30,807
All Other Contributions
$7,424
Change in Net Assets
$58,942

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,845,846
Revenue Not Reported on Financial Statements
$-36,693
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-36,693
Total Revenue per Audited Statements
$1,845,846
Total Revenue per Form 990
$1,809,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,365,864
Other Expenses$384,347
Total Fundraising Expense$14,619
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,093,857$16,038-$1,109,895
Occupancy$164,992--$164,992
Current Officers, Directors, Trustees, and Key Employees-$103,006-$103,006
Payroll Taxes$73,853$8,036-$81,889
Office Expenses$54,013$3,992$14,619$72,624
Other Employee Benefits$64,098$6,976-$71,074
Fees for Services Other$37,208$13,367-$50,575
Fees for Services Legal-$21,726-$21,726
Fees for Services Accounting-$20,464-$20,464
Depreciation Depletion$13,804--$13,804
Insurance$5,713--$5,713
Other Expenses$4,019--$4,019
Travel-$3,498-$3,498
Advertising$2,957--$2,957
Interest-$2,278-$2,278
Total Functional Expenses$1,536,211$199,381$14,619$1,750,211

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,786,904
Expenses per Audited Statements$1,750,211
Total Expenses per Form 990$1,750,211
Expenses Not Reported on Form 990$36,693
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,043
Fundraising Direct Expenses$36,693
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Stephen RamseyPresident of the Board of DirectorsManagement Services for Past YearsNo$16,897

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$586--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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 B, line 11B

“A draft copy of the 990 is provided to the board of directors of the organization for review. Upon review and discussion, if there are no changes required, it is voted on to be filed by the accounting firm. If any changes are required, they are made and then filed accordingly.”

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

“The board of directors meet regularly. As part of these meetings, conflicts of interest are discussed to ensure that all ongoings are in the best interest of the school.”

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

“Executive director salary is determined and set by the board of directors based on the average salary of a massachusetts private 766 school.”

Form 990, Part VI, Section C, line 18

“990 is available on guidestar. The form 1023 and 990's are avaialable upon request at the organization's place of business.”

Form 990, Part VI, Section C, line 19

“All information is available upon request at the organization's place of business.”

Filing and Contact Details

Filer

Filer Name
Summit Academy Inc
EIN
76-0845512
Phone
5087518500
Address
15 JAMESBURY DRIVE, WORCESTER, MA 01609

Signing Officer

Name
Daniel Dimezza
Title
Executive Director
Phone
5087518500
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Dimezza
Formed
2006
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
4
Employees
42
Volunteers
0

Preparer

Firm
O'CONNOR MALONEY & CO CPA'S
Address
446 MAIN STREET, WORCESTER, MA 01608-2370
Preparer
Anthony D Rozevicius
Phone
5087576391
Supplemental Narrative

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

“Direct funraising expenses -36,693.”

Part XII, Line 2D - Other Adjustments:

“Direct fundraising expenses 36,693.”

Raw XML AppendixShowing 400 of 403 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/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01725385
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt058387
IRS990ScheduleD/EquipmentGrp/DepreciationAmt072222
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0130609
IRS990ScheduleD/ExpensesNotReportedAmt036693
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01750211
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03750
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01250
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05000
IRS990ScheduleD/OtherExpensesIncludedAmt036693
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-36693
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-36693
IRS990ScheduleD/RevenueSubtotalAmt01845846
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT FUNRAISING EXPENSES -36,693.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSES 36,693.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt062137
IRS990ScheduleD/TotalExpensesPerForm990Amt01750211
IRS990ScheduleD/TotalRevenuePerForm990Amt01809153
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01845846
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01786904
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S NON-DISCRIMINATORY POLICY IS PART OF ALL PROMOTIONAL MATERIALS GIVEN TO PARENTS, PROSPECTIVE STUDENTS, AND OTHER ITNERESTED PARTIES. IN ADDITION, THE POLICY IS STATED IN MATERIALS GIVEN TO OTHER SCHOOL DISTRICTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVES SERVICE FEES AND SCHOOL LUNCH REIMBURSEMENT FROM VARIOUS AGENCIES OF THE COMMONWEALTH OF MASSACHUSETTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Part I, Line 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0STEPHEN RAMSEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT OF THE BOARD OF DIRECTORS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt016897
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT SERVICES FOR PAST YEARS
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS OF THE ORGANIZATION FOR REVIEW. UPON REVIEW AND DISCUSSION, IF THERE ARE NO CHANGES REQUIRED, IT IS VOTED ON TO BE FILED BY THE ACCOUNTING FIRM. IF ANY CHANGES ARE REQUIRED, THEY ARE MADE AND THEN FILED ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS MEET REGULARLY. AS PART OF THESE MEETINGS, CONFLICTS OF INTEREST ARE DISCUSSED TO ENSURE THAT ALL ONGOINGS ARE IN THE BEST INTEREST OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR SALARY IS DETERMINED AND SET BY THE BOARD OF DIRECTORS BASED ON THE AVERAGE SALARY OF A MASSACHUSETTS PRIVATE 766 SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 IS AVAILABLE ON GUIDESTAR. THE FORM 1023 AND 990'S ARE AVAIALABLE UPON REQUEST AT THE ORGANIZATION'S PLACE OF BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL INFORMATION IS AVAILABLE UPON REQUEST AT THE ORGANIZATION'S PLACE OF BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0236927
IRS990/TotalAssetsEOYAmt0268933
IRS990/TotalAssetsGrp/BOYAmt0236927
IRS990/TotalAssetsGrp/EOYAmt0268933
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07424
IRS990/TotalEmployeeCnt042
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014619
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0199381
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01536211
IRS990/TotalFunctionalExpensesGrp/TotalAmt01750211
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0447363
IRS990/TotalLiabilitiesEOYAmt0420427
IRS990/TotalLiabilitiesGrp/BOYAmt0447363
IRS990/TotalLiabilitiesGrp/EOYAmt0420427
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-210436
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-151494
IRS990/TotalOtherCompensationAmt07058
IRS990/TotalProgramServiceExpensesAmt01536211
IRS990/TotalProgramServiceRevenueAmt01770922
IRS990/TotalReportableCompFromOrgAmt088815
IRS990/TotalRevenueGrp/ExclusionAmt030350
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01771379
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01809153
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0236927
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0268933
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03498
IRS990/TravelGrp/TotalAmt03498
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-210436
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-151494
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt081 BROAD STREET
IRS990/USAddress/CityNm0BARRE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001005
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.summitacademiesma.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL DIMEZZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05087518500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0760845512
ReturnHeader/Filer/PhoneNum05087518500
ReturnHeader/Filer/USAddress/AddressLine1Txt015 JAMESBURY DRIVE
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001609
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B6091E75D0396B0BED10EB7611D0EE40A849987
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.44.130.26
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:16:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042595327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNOR MALONEY & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0446 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0016082370
ReturnHeader/PreparerPersonGrp/PhoneNum05087576391
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY D ROZEVICIUS
ReturnHeader/ReturnTs02018-05-15T12:13:48-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,933
Liabilities
$420,427
Net assets
-$151,494
Revenue
$1,809,153
Expenses
$1,750,211
Net income
$58,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$4.39$1.91$2.45$2.61$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$2.53$2.14$2.53$3.09$0.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$1.96$1.58$2.06$2.93$0.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$1.14$0.70$1.79$2.00$0.21
2020Summary only. Only limited summary data is available for this year.$0.33$0.83$0.50$1.54$1.63$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.67$0.41$1.86$1.99$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.44$0.29$1.69$1.83$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.42$0.15$1.81$1.75$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.45$0.21$1.59$1.52$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.32$0.11$1.66$1.41$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.45$0.36$1.45$1.38$0.07
2013Summary only. Only limited summary data is available for this year.$0.07$0.47$0.40$1.23$1.29$0.06
2012Summary only. Only limited summary data is available for this year.$0.04$0.30$0.26$0.97$1.12$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.18$0.11$1.02