Civic Intelligence

Eric and Barbara Carle Foundation Inc.

990PF • Fiscal year 2017 • EIN 82-2036857

Jun 22, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization Profile

View Organization Page

84 North StreetNorthampton, MA 01060

(413) 586-2046

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

99th percentile

99%

Higher net margin than 99% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

$3,101,926

No earlier filing loaded for comparison.

Net Assets

$3,101,926

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin99th percentile

Revenue

$21,472

No earlier filing loaded for comparison.

Expenses

$322

No earlier filing loaded for comparison.

Net Income

$21,150

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MAssets 2017: $3,101,926Liabilities 2017: $0Net Assets 2017: $3,101,9262017Assets 2018: $3,023,178Liabilities 2018: $0Net Assets 2018: $3,023,1782018Assets 2019: $7,828,244Liabilities 2019: $1Net Assets 2019: $7,828,2442019Assets 2020: $33,258,389Liabilities 2020: $125Net Assets 2020: $33,258,2642020Assets 2021: $43,726,230Liabilities 2021: $1Net Assets 2021: $43,726,2302021Assets 2022: $48,625,562Liabilities 2022: -$4Net Assets 2022: $48,625,5662022Assets 2023: $53,520,751Liabilities 2023: $51Net Assets 2023: $53,520,7002023Assets 2024: $61,198,740Liabilities 2024: $375Net Assets 2024: $61,198,3652024

Highlighted filing

2017

Assets$3,101,926
Liabilities$0
Net Assets$3,101,926
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MRevenue 2017: $21,472Expenses 2017: $322Net Income 2017: $21,1502017Revenue 2018: $104,000Expenses 2018: $182,748Net Income 2018: -$78,7482018Revenue 2019: $6,556,248Expenses 2019: $1,751,182Net Income 2019: $4,805,0662019Revenue 2020: $28,100,246Expenses 2020: $2,670,226Net Income 2020: $25,430,0202020Revenue 2021: $13,549,591Expenses 2021: $3,081,625Net Income 2021: $10,467,9662021Revenue 2022: $7,932,221Expenses 2022: $3,032,885Net Income 2022: $4,899,3362022Revenue 2023: $8,372,636Expenses 2023: $3,425,506Net Income 2023: $4,947,1302023Revenue 2024: $12,087,674Expenses 2024: $4,410,009Net Income 2024: $7,677,6652024

Highlighted filing

2017

Revenue$21,472
Expenses$322
Net Income$21,150
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 22, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F FORTIER JRPresident, Treasurer, Clerk-$0--
ERIC CARLEDirector-$0--
ROLF CARLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Eric and Barbara Carle
EIN
82-2036857
Phone
4135862046
Address
84 NORTH STREET, NORTHAMPTON, MA 01060

Signing Officer

Name
John Fortier Jr
Title
Treasurer
Phone
4135862046
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Meyers Brothers Kalicka Pc
Address
330 WHITNEY AVE SUITE 800, HOLYOKE, MA 01040
Preparer
Kristina Drzal Houghton
Phone
4135368510
Raw XML Appendix377 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0990PF PARTS V, X, XIII, XV
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0IRC SECTION 507(B)(2) TRANSFER
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING DECEMBER 2017, THE ERIC & BARBARA CARLE FOUNDATION ("TRUST"), EIN 04-3296725, TRANSFERRED ALL ITS ASSETS TO THE ERIC AND BARBARA CARLE FOUNDATION, INC. ("CORPORATION") TO EFFECT A REORGANIZATION FROM TRUST TO CORPORATION. THE TRUSTEES OF TRUST ARE THE OFFICERS AND DIRECTORS OF CORPORATION, AND THE CORPORATION HAS THE SAME CHARITABLE PURPOSE AS THE TRUST. PURSUANT TO IRC SECTION 507(B)(2) AND TREAS. REG. SECTION 1.507-3(A)(9), THE CORPORATION IS TREATED AS IF IT WERE THE TRUST. FORM 990-PF HAS BEEN PREPARED WITH THE FOLLOWING ADJUSTMENTS:PART V LINE 1 INCLUDES TRUST'S HISTORICAL DISTRIBUTIONS AND ASSET VALUES.PART X CALCULATION OF MINIMUM INVESTMENT RETURN INCLUDES 2017 AVERAGE MONTHLY VALUES OF ALL ASSETS WHETHER TITLED IN THE NAME OF THE TRUST OR THE CORPORATION.PART XIII INCLUDES THE EXCESS DISTRIBUTION CARRYOVERS OF THE TRUST.PART XV REPORTS SUBSTANTIAL CONTRIBUTOR OF THE TRUST AS A SUBSTANTIAL CONTRIBUTOR OF THE CORPORATION.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES ETF US PFD STOCK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BECTON DCKNSN 6.125% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CAPITAL ONE FIN 5.2% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8EBAY INC 6% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MORGAN STANLEY 6.375% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PUBLIC STORAGE 5.4% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11QWEST CORP 7% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12STATE STREET 5.35% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES RUSSELL 1000 VALUE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES MSCI JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PUBLIC STORAGE 5.125% PFD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt60
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt767949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DIAMOND HILL LARGE CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DIAMOND HILL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FMI FDS LARGE CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FORESIDE FD POLARIS GLOBAL VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FPA CRESCENT PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5HARDING LOEVNER INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6COPYRIGHT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AMERICAN FUNDS NEW PERSPECTIVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN F FORTIER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ERIC CARLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROLF CARLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, TREASURER, CLERK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt084 NORTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt184 NORTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt284 NORTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORTHAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NORTHAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NORTHAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt084 NORTH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTHAMPTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001060
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum04135862046
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/ContributingManagerNm0ERIC CARLE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0168652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0168652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0204968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt088624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0214180
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0168652
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045528
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0293592
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0204968
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt088624
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0339120
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0507772
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SALE PROCEEDS DUE FROM SALE NOT SETTLED
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt030933
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt030933
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03080776
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TRANSFER FROM PREDECESSOR ORGANIZATION, 04-3296725
TaxesSchedule/TaxesDetail/Amt0322
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0322
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FORTIER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04135862046
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ERIC AND BARBARA CARLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ERIC
ReturnHeader/Filer/EIN0822036857
ReturnHeader/Filer/PhoneNum04135862046
ReturnHeader/Filer/USAddress/AddressLine1Txt084 NORTH STREET
ReturnHeader/Filer/USAddress/CityNm0NORTHAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001060
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05A9B31946DE11F1F68DF3A25C8ADA0442EF748AE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B06821AE5FDF4F3690A71246FB840FEB8EC897C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.91.134.109
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:22:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042713795
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEYERS BROTHERS KALICKA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 WHITNEY AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLYOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001040
ReturnHeader/PreparerPersonGrp/PhoneNum04135368510
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA DRZAL HOUGHTON
ReturnHeader/ReturnTs02018-05-14T16:24:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-06-22
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,101,926
Liabilities
$0
Net assets
$3,101,926
Revenue
$21,472
Expenses
$322
Net income
$21,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.2$0.00$61.2$12.1$4.41$7.68
2023Detailed filing. Detailed filing data is available for this year.$53.5$0.00$53.5$8.37$3.43$4.95
2022Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$7.93$3.03$4.90
2021Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$13.5$3.08$10.5
2020Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$28.1$2.67$25.4
2019Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$6.56$1.75$4.81
2018Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.10$0.18$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.02$0.00$0.02