Civic Intelligence

Summit Academy Inc

990 • Fiscal year 2014 • EIN 76-0845512

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 12, 2015

15 Jamesbury Drive01609

(508) 751-8500

Siviq Scores

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

Liabilities / Assets

100th percentile

5.27x

Higher debt load relative to assets than 100% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

69th percentile

0.31x

Higher debt load relative to revenue than 69% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

57th percentile

5.1%

Higher net margin than 57% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

40th percentile

$32,490

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

87th percentile

30%

Faster asset growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$84,580

Up $19,314 (+30%) from 2013

Net Assets

Up

-$361,140

Up $40,278 (+10%) from 2013

Liabilities

Down

$445,720

Down $20,964 (-4.5%) from 2013

Revenue

Up

$1,452,725

Up $225,837 (+18%) from 2013

Expenses

Up

$1,379,290

Up $94,230 (+7.3%) from 2013

Net Income

Up

$73,435

Up $131,607 (+226%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$84,580
Liabilities$445,720
Net Assets-$361,140

Operations Trend

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

2014

Revenue$1,452,725
Expenses$1,379,290
Net Income$73,435
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 12, 2015
Return Version
2013v4.0
Gross Receipts
$1,452,725
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$495$39,490▲ $38,995
Accounts Receivable$44,772$27,715▼ $17,057
Loans From Officers Directors-$18,585-
Land, Buildings, and Equipment, Net$18,803$10,774▼ $8,029
Receivables From Officers Etc-$1,725-
Prepaid Expenses and Deferred Charges$1,196--
Total Assets$65,266$84,580▲ $19,314
Other Assets Total$0$4,876▲ $4,876
Liabilities
Accounts Payable and Accrued Expenses$412,015$369,287▼ $42,728
Mortgage Notes Payable Secured by Investment Property$54,669$57,848▲ $3,179
Total Liabilities$466,684$445,720▼ $20,964
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$4,043-
Unrestricted Net Assets$-401,418$-365,183▲ $36,235
Total Net Assets Fund Balance$-401,418$-361,140▲ $40,278
Total Liabilities and Net Assets / Fund Balance$65,266$84,580▲ $19,314

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,774$48,148-
Other Assets Org$4,043--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Daniel DimezzaExecutive Director/clerkFT$32,490$32,490

Board Members and Trustees

NameTitle
Michael MorganPresident
Stephen J RamseyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,460
Program Service Revenue
$1,440,795
Investment Income
$0
Other Revenue
$1,470
All Other Contributions
$10,460
Change in Net Assets
$73,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,452,725
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,452,725
Total Revenue per Form 990
$1,452,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,094,236
Other Expenses$285,054
Total Fundraising Expense$5,609
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$907,112$32,835-$939,947
Occupancy$145,722--$145,722
Payroll Taxes$66,282$4,955-$71,237
Other Employee Benefits$44,724$3,344-$48,068
Fees for Services Other$20,182$19,550-$39,732
Office Expenses$23,768$6,437$5,609$35,814
Current Officers, Directors, Trustees, and Key Employees-$34,984-$34,984
Fees for Services Accounting-$13,647-$13,647
Fees for Services Legal-$10,543-$10,543
Insurance-$9,678-$9,678
Depreciation Depletion$7,010$1,186-$8,196
Interest-$4,643-$4,643
Other Expenses$2,357$843-$2,357
Travel$886$85-$971
Advertising$735--$735
Total Functional Expenses$1,230,951$142,730$5,609$1,379,290

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,379,290
Total Expenses per Audited Statements$1,379,290
Total Expenses per Form 990$1,379,290
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Owner of the Company Is the Treasurer of the Board of DirectorsThe Company Is Paid to Perform Bookkeeping and Consulting Services.No$19,550

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$18,585-
Receivables from Officers, Directors, Trustees, and Key Employees-$1,725-
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 11

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

EIN
76-0845512
Phone
5087518500

Signing Officer

Name
Daniel Dimezza
Title
Executive Director
Phone
5087518500
Signed
2015-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Dimezza
Formed
2006
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
2
Employees
48
Volunteers
0

Preparer

Preparer
Anthony D Rozevicius
Phone
5087576391
Raw XML AppendixShowing 400 of 406 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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IRS990ScheduleD/TotalRevenuePerForm990Amt01452725
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01452725
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01379290
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/BusinessName/BusinessNameLine10BITTERSWEET VENTURES LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OWNER OF THE COMPANY IS THE TREASURER OF THE BOARD OF DIRECTORS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt019550
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE COMPANY IS PAID TO PERFORM BOOKKEEPING AND CONSULTING SERVICES.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt01725
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt118585
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO COVER PERSONAL EXPENSES DUE TO CASH FLOW SHORTAGE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1TO PROVIDE A SOURCE OF CASHFLOW TO THE SCHOOL FOR OPERATIONS.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt01725
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt122500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0DANIEL DIMEZZA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1MICHAEL MORGAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0EXECUTIVE DIRECTOR AND CLERK
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1PRESIDENT OF THE BOARD OF DIRECTORS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd10
IRS990ScheduleL/TotalBalanceDueAmt020310
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 11
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/EOYAmt04043
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt065266
IRS990/TotalAssetsEOYAmt084580
IRS990/TotalAssetsGrp/BOYAmt065266
IRS990/TotalAssetsGrp/EOYAmt084580
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010460
IRS990/TotalEmployeeCnt048
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05609
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0142730
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01230951
IRS990/TotalFunctionalExpensesGrp/TotalAmt01379290
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0466684
IRS990/TotalLiabilitiesEOYAmt0445720
IRS990/TotalLiabilitiesGrp/BOYAmt0466684
IRS990/TotalLiabilitiesGrp/EOYAmt0445720
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-401418
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-361140
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt024032
IRS990/TotalOtherProgSrvcRevenueAmt028405
IRS990/TotalProgramServiceExpensesAmt01230951
IRS990/TotalProgramServiceRevenueAmt01440795
IRS990/TotalReportableCompFromOrgAmt032490
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01442265
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01452725
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt065266
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt084580
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt085
IRS990/TravelGrp/ProgramServicesAmt0886
IRS990/TravelGrp/TotalAmt0971
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-401418
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-365183
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1081 BROAD STREET
IRS990/USAddress/City0BARRE
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode001005
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.SUMMITACADEMIESMA.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL DIMEZZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05087518500
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10SUMMIT ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0760845512
ReturnHeader/Filer/PhoneNum05087518500
ReturnHeader/Filer/USAddress/AddressLine1015 JAMESBURY DRIVE
ReturnHeader/Filer/USAddress/City0WORCESTER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001609
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042595327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10O'CONNOR MALONEY & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10446 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0016082370
ReturnHeader/PreparerPersonGrp/PhoneNum05087576391

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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