Civic Intelligence

Biostrategy Partners Inc.

990 • Fiscal year 2015 • EIN 86-1104679

Jul 01, 2014 to Jun 30, 2015 • Filed on May 12, 2016

PO Box 187Montgomeryville, PA 18936-0187

(215) 393-3144

Siviq Scores

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

Liabilities / Assets

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

7th percentile

-60%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

8th percentile

-51%

Faster asset growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-73%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$81,415

Down $85,379 (-51%) from 2014

Net Assets

Down

$71,554

Down $63,556 (-47%) from 2014

Liabilities

Down

$9,861

Down $21,823 (-69%) from 2014

Revenue

Down

$106,733

Down $291,228 (-73%) from 2014

Expenses

Down

$170,289

Down $217,351 (-56%) from 2014

Net Income

Down

-$63,556

Down $73,877 (-716%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $360,071Liabilities 2011: $56,505Net Assets 2011: $303,5662011Assets 2012: $237,968Liabilities 2012: $15,181Net Assets 2012: $222,7872012Assets 2013: $137,390Liabilities 2013: $12,601Net Assets 2013: $124,7892013Assets 2014: $166,794Liabilities 2014: $31,684Net Assets 2014: $135,1102014Assets 2015: $81,415Liabilities 2015: $9,861Net Assets 2015: $71,5542015Assets 2016: $111,821Liabilities 2016: $62,410Net Assets 2016: $49,4112016Assets 2017: $286,226Liabilities 2017: $258,682Net Assets 2017: $27,5442017Assets 2018: $180,876Liabilities 2018: $129,834Net Assets 2018: $51,0422018Assets 2019: $97,261Liabilities 2019: $15,994Net Assets 2019: $81,2672019Assets 2020: $124,500Liabilities 2020: $3,875Net Assets 2020: $120,6252020Assets 2021: $188,435Liabilities 2021: $60,000Net Assets 2021: $128,4352021Assets 2022: $211,417Liabilities 2022: $45,000Net Assets 2022: $166,4172022Assets 2023: $247,869Liabilities 2023: $47,2802023Assets 2024: $269,019Liabilities 2024: $76,263Net Assets 2024: $192,7562024

Highlighted filing

2015

Assets$81,415
Liabilities$9,861
Net Assets$71,554

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $519,1832011Expenses 2012: $289,4732012Expenses 2013: $270,3642013Revenue 2014: $397,961Expenses 2014: $387,640Net Income 2014: $10,3212014Revenue 2015: $106,733Expenses 2015: $170,289Net Income 2015: -$63,5562015Revenue 2016: $88,127Expenses 2016: $110,270Net Income 2016: -$22,1432016Revenue 2017: $344,076Expenses 2017: $365,943Net Income 2017: -$21,8672017Revenue 2018: $102,526Expenses 2018: $94,448Net Income 2018: $8,0782018Revenue 2019: $178,155Expenses 2019: $147,930Net Income 2019: $30,2252019Revenue 2020: $67,507Expenses 2020: $28,149Net Income 2020: $39,3582020Revenue 2021: $119,004Expenses 2021: $111,194Net Income 2021: $7,8102021Revenue 2022: $75,003Expenses 2022: $37,021Net Income 2022: $37,9822022Revenue 2023: $82,116Expenses 2023: $47,944Net Income 2023: $34,1722023Revenue 2024: $137,399Expenses 2024: $145,232Net Income 2024: -$7,8332024

Highlighted filing

2015

Revenue$106,733
Expenses$170,289
Net Income-$63,556
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$106,733
Mission and Program Overview

Mission

Engaging in and supporting the development of the life sciences industry by providing scientific, business and other support services to early-stage and emerging life sciences companies and advancing technology commercialization, including providing technology development resources and establishing and supporting companies formed to commercialize technologies generated by research institutions, and more efficiently and effectively collaborating with biotechnology, diagnostic, medical device, and other companies.

Our organization's mission is to advance translational life sciences research and technology transfer within the academic research enterprise.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$40,615$65,974▲ $25,359
Savings and Temporary Cash Investments$20,069$7,574▼ $12,495
Accounts Receivable$102,750$5,000▼ $97,750
Prepaid Expenses and Deferred Charges$2,327$2,568▲ $241
Land, Buildings, and Equipment, Net$1,033$299▼ $734
Total Assets$166,794$81,415▼ $85,379
Liabilities
Accounts Payable and Accrued Expenses$31,684$9,861▼ $21,823
Total Liabilities$31,684$9,861▼ $21,823
Net Assets / Fund Balance
Temporarily Rstr Net Assets$113,904$113,904→ $0
Unrestricted Net Assets$21,206$-42,350▼ $63,556
Total Net Assets Fund Balance$135,110$71,554▼ $63,556
Total Liabilities and Net Assets / Fund Balance$166,794$81,415▼ $85,379

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$299$3,370$3,669
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stephen G NappiPresident
Joseph JilkaVice-president/secretary
Timothy J Pelura PhdVice-president/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$105,000
Investment Income
$5
Other Revenue
$1,728
Change in Net Assets
$-63,556

Audited Revenue Reconciliation

Revenue per Audited Statements
$106,733
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,000
Total Revenue per Audited Statements
$109,733
Total Revenue per Form 990
$106,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$105,000
Other Expenses$65,289
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,000--$105,000
Fees for Services Other$30,628$2,222-$32,850
Fees for Services Legal$4,160$8,628-$12,788
Fees for Services Accounting$1,012$6,642-$7,654
Insurance$793$5,202-$5,995
Fees for Services Management$495$3,249-$3,744
Depreciation Depletion-$734-$734
Travel$133$154-$287
Office Expenses$181$7-$188
Other Expenses$85$159-$159
Total Functional Expenses$142,487$27,802$0$170,289

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$173,289
Expenses per Audited Statements$170,289
Total Expenses per Form 990$170,289
Expenses Not Reported on Form 990$3,000
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pennsylvania State University Research AccountingState College, PA501(c)3Pharma Germinator Grant$75,000
Temple University Research Accounting ServicesPhiladelphia, PA501(c)3Pharma Germinator Grant$30,000
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
Lobbying activity
No
Subject to proxy tax
No
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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The finance committee first reviews the 990 and makes a recommendation to take to the bod. Bod reviews either in a regularly scheduled bod meeting or the return is sent via email along with a form to send back documenting each director's review of the 990, all of which must be collected prior to filing.

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

Interested persons as defined in the conflict of interest policy have a duty to disclose potential conflicts of interest to the bod, which then determines whether there is a conflict and what course of action to take.

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

The bod chair selects a member of the executive committee (ec) to collect data related to the compensation provided by biosp to its employees and key compensated contractors. The member of the ec will provide a summary of the findings to the chair and the ec. The ec will discuss the data and have the minutes reflect the discussion and vote on an appropriate compensation for the individual(s) whose package is under review.

Form 990, Part VI, Section C, Line 19

Biostrategy partners, inc. Makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Biostrategy Partners Inc
EIN
86-1104679
Phone
2153933144
Address
PO BOX 187, MONTGOMERYVILLE, PA 18936-0187

Signing Officer

Name
Stephen G Nappi
Title
Executive Chairman
Phone
2153933144
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen G Nappi
Formed
2004
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
3
Employees
1
Volunteers
0

Preparer

Firm
Kreischer Miller
Address
100 WITMER ROAD SUITE 350, HORSHAM, PA 19044-2369
Preparer
Kevin Mcginn
Phone
2154414600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consultation: program service expenses 30,628. Management and general expenses 2,222. Fundraising expenses 0. Total expenses 32,850.

Form 990, Part XII, Line 2C

The organization did not make any changes in its oversight process during the tax year.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

IN KIND 3,000.

Raw XML Appendix392 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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IRS990ScheduleA/SubstantialContributorsTotAmt01991
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073250
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0146300
IRS990ScheduleA/TotalSupportAmt0150437
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesUseFcltsAmt03000
IRS990ScheduleD/EquipmentGrp/BookValueAmt0299
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03370
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03669
IRS990ScheduleD/ExpensesNotReportedAmt03000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0170289
IRS990ScheduleD/OtherRevenueAmt03000
IRS990ScheduleD/RevenueNotReportedAmt03000
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0106733
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN KIND 3,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0299
IRS990ScheduleD/TotalExpensesPerForm990Amt0170289
IRS990ScheduleD/TotalRevenuePerForm990Amt0106733
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0109733
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0173289
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt175000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0NA
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1NA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PHARMA GERMINATOR GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PHARMA GERMINATOR GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TEMPLE UNIVERSITY RESEARCH ACCOUNTING SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PENNSYLVANIA STATE UNIVERSITY RESEARCH ACCOUNTING
IRS990ScheduleI/RecipientTable/RecipientEIN0231365971
IRS990ScheduleI/RecipientTable/RecipientEIN1246000376
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 824242
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1227 W BEAVER AVENUE SUITE 401
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1STATE COLLEGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0191824819
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1168014819
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PRIOR TO RELEASING THE FIRST TRANCHE OF FUNDING, WE REQUIRE AN APPROVED ROAD MAP DETAILING RESEARCH TO BE PERFORMED AND HOW FUNDS WILL BE SPENT. WE REQUIRE MONTHLY DOCUMENTATION OF PROGRESS AND HOLD MONTHLY UPDATE PHONE CALLS, AND A SITE VISIT. PRIOR TO RELEASING THE FINAL TRANCHE OF FUNDING, WE REQUIRE A FINAL REPORT OF SCIENTIFIC PROGRESS AGAINST MILESTONES, AS WELL AS A FINAL FINANCIAL REPORT OF HOW FUNDS WERE SPENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINANCE COMMITTEE FIRST REVIEWS THE 990 AND MAKES A RECOMMENDATION TO TAKE TO THE BOD. BOD REVIEWS EITHER IN A REGULARLY SCHEDULED BOD MEETING OR THE RETURN IS SENT VIA EMAIL ALONG WITH A FORM TO SEND BACK DOCUMENTING EACH DIRECTOR'S REVIEW OF THE 990, ALL OF WHICH MUST BE COLLECTED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERESTED PERSONS AS DEFINED IN THE CONFLICT OF INTEREST POLICY HAVE A DUTY TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST TO THE BOD, WHICH THEN DETERMINES WHETHER THERE IS A CONFLICT AND WHAT COURSE OF ACTION TO TAKE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOD CHAIR SELECTS A MEMBER OF THE EXECUTIVE COMMITTEE (EC) TO COLLECT DATA RELATED TO THE COMPENSATION PROVIDED BY BIOSP TO ITS EMPLOYEES AND KEY COMPENSATED CONTRACTORS. THE MEMBER OF THE EC WILL PROVIDE A SUMMARY OF THE FINDINGS TO THE CHAIR AND THE EC. THE EC WILL DISCUSS THE DATA AND HAVE THE MINUTES REFLECT THE DISCUSSION AND VOTE ON AN APPROPRIATE COMPENSATION FOR THE INDIVIDUAL(S) WHOSE PACKAGE IS UNDER REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BIOSTRATEGY PARTNERS, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTATION: PROGRAM SERVICE EXPENSES 30,628. MANAGEMENT AND GENERAL EXPENSES 2,222. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DID NOT MAKE ANY CHANGES IN ITS OVERSIGHT PROCESS DURING THE TAX YEAR.
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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0113904
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0113904
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0166794
IRS990/TotalAssetsEOYAmt081415
IRS990/TotalAssetsGrp/BOYAmt0166794
IRS990/TotalAssetsGrp/EOYAmt081415
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027802
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0142487
IRS990/TotalFunctionalExpensesGrp/TotalAmt0170289
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031684
IRS990/TotalLiabilitiesEOYAmt09861
IRS990/TotalLiabilitiesGrp/BOYAmt031684
IRS990/TotalLiabilitiesGrp/EOYAmt09861
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0135110
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt071554
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0142487
IRS990/TotalProgramServiceRevenueAmt0105000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0106728
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0106733
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0166794
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt081415
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0154
IRS990/TravelGrp/ProgramServicesAmt0133
IRS990/TravelGrp/TotalAmt0287
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt021206
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-42350
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 187
IRS990/USAddress/CityNm0MONTGOMERYVILLE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0189360187
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.BIOSTRATEGYPARTNERS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN G NAPPI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02153933144
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIOSTRATEGY PARTNERS INC
ReturnHeader/Filer/BusinessNameControlTxt0BIOS
ReturnHeader/Filer/EIN0861104679
ReturnHeader/Filer/PhoneNum02153933144
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 187
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0189360187
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231980475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KREISCHER MILLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 WITMER ROAD SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HORSHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190442369
ReturnHeader/PreparerPersonGrp/PhoneNum02154414600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN MCGINN
ReturnHeader/ReturnTs02016-05-16T08:22:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.76$1.93$1.37$1.45$0.08
2023Summary only. Only limited summary data is available for this year.$2.48$0.47$0.82$0.48$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.45$1.66$0.75$0.37$0.38
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.60$1.28$1.19$1.11$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.04$1.21$0.68$0.28$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.16$0.81$1.78$1.48$0.30
2018Summary only. Only limited summary data is available for this year.$1.81$1.30$0.51$1.03$0.94$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$2.59$0.28$3.44$3.66$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.62$0.49$0.88$1.10$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.10$0.72$1.07$1.70$0.64
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.32$1.35$3.98$3.88$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.13$1.25$2.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.15$2.23$2.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.57$3.04$5.19