Civic Intelligence

Marjorie W Sloper Charitable Foundation C/O Caputo & Company PC

990PF • Fiscal year 2016 • EIN 91-2142427

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 21, 2017

99 Conifer Hill Drive No 202Danvers, MA 01923

(978) 750-1001

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$6,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

3.6%

Faster asset growth than 57% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

88%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$204,364

Up $7,040 (+3.6%) from 2015

Net Assets

Up

$204,364

Up $7,040 (+3.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$40,700

Up $19,018 (+88%) from 2015

Expenses

Up

$33,660

Up $3,065 (+10%) from 2015

Net Income

Up

$7,040

Up $15,953 (+179%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $233,176Liabilities 2010: $0Net Assets 2010: $233,1762010Assets 2011: $225,437Liabilities 2011: $0Net Assets 2011: $225,4372011Assets 2012: $219,722Liabilities 2012: $0Net Assets 2012: $219,7222012Assets 2013: $214,313Liabilities 2013: $0Net Assets 2013: $214,3132013Assets 2014: $206,237Liabilities 2014: $0Net Assets 2014: $206,2372014Assets 2015: $197,324Liabilities 2015: $0Net Assets 2015: $197,3242015Assets 2016: $204,364Liabilities 2016: $0Net Assets 2016: $204,3642016Assets 2017: $492,887Liabilities 2017: $0Net Assets 2017: $492,8872017Assets 2018: $482,002Liabilities 2018: $20,033Net Assets 2018: $461,9692018Assets 2019: $573,333Liabilities 2019: $0Net Assets 2019: $573,3332019Assets 2020: $559,513Liabilities 2020: $0Net Assets 2020: $559,5132020Assets 2021: $540,983Liabilities 2021: $0Net Assets 2021: $540,9832021Assets 2022: $495,319Liabilities 2022: $0Net Assets 2022: $495,3192022Assets 2023: $457,528Liabilities 2023: $0Net Assets 2023: $457,5282023Assets 2024: $405,935Liabilities 2024: $0Net Assets 2024: $405,9352024

Highlighted filing

2016

Assets$204,364
Liabilities$0
Net Assets$204,364

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $24,0682010Expenses 2011: $23,1262011Expenses 2012: $24,5892012Revenue 2013: $21,565Expenses 2013: $26,974Net Income 2013: -$5,4092013Revenue 2014: $19,575Expenses 2014: $27,651Net Income 2014: -$8,0762014Revenue 2015: $21,682Expenses 2015: $30,595Net Income 2015: -$8,9132015Revenue 2016: $40,700Expenses 2016: $33,660Net Income 2016: $7,0402016Revenue 2017: $337,171Expenses 2017: $48,648Net Income 2017: $288,5232017Revenue 2018: $20,391Expenses 2018: $51,309Net Income 2018: -$30,9182018Revenue 2019: $165,531Expenses 2019: $53,695Net Income 2019: $111,8362019Revenue 2020: $42,014Expenses 2020: $56,322Net Income 2020: -$14,3082020Revenue 2021: $37,682Expenses 2021: $56,753Net Income 2021: -$19,0712021Revenue 2022: $22,763Expenses 2022: $68,324Net Income 2022: -$45,5612022Revenue 2023: $20,113Expenses 2023: $57,959Net Income 2023: -$37,8462023Revenue 2024: $23,811Expenses 2024: $75,580Net Income 2024: -$51,7692024

Highlighted filing

2016

Revenue$40,700
Expenses$33,660
Net Income$7,040
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 21, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUIS M CAPUTO JRTrustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Marjorie W Sloper Charitable Foundation
EIN
91-2142427
Phone
9787501001
Address
99 CONIFER HILL DRIVE NO 202, DANVERS, MA 01923

Signing Officer

Name
Louis M Caputo Jr
Title
Trustee
Phone
9787501001
Signed
2017-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Caputo & Company Pc
Address
99 CONIFER HILL DRIVE SUITE 202, DANVERS, MA 01923
Preparer
Bernadette M Powers
Phone
9787501001
Raw XML Appendix394 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTIONCONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH CONTRIBTUION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5RESEARCH CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LAHEY MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALZHEIMERS ASSOCIATION MASS CHAPTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BENTLEY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOSTON CHILDREN'S HOSPITAL TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DANA FARBER CANCER INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5JOSLIN DIABETES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MS GREATER NEW ENGLAND CHAPTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7OFFICER HAROLD VITALE MEMORIAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8WILDCAT RUN CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9WOUNDED WARRIOR PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt041 MALL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1480 PLEASANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2175 FOREST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3401 PARK DRIVE SUITE 602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt410 BROOKLINE PLACE WEST 6TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51 JOSLIN PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6101A FIRST AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt799 CONIFER HILL DRIVE STE 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt820547 WILDCAT COVE CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt94899 BELFORT ROAD STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WATERTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WALTHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WALTHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7DANVERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ESTERO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102472
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202452
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602451
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd701923
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd833928
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd932256
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt016053
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05849
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05849
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039111
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08947
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05937
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07806
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07614
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08947
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044960
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036013
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MARJORIE W SLOPER 1997 CHARITABLE REMAINDER TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt099 CONIFER HILL DRIVE STE 202
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DANVERS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001923
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0434
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS M CAPUTO JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09787501001
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARJORIE W SLOPER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CAPUTO & COMPANY PC
ReturnHeader/Filer/BusinessNameControlTxt0MARJ
ReturnHeader/Filer/EIN0912142427
ReturnHeader/Filer/PhoneNum09787501001
ReturnHeader/Filer/USAddress/AddressLine1Txt099 CONIFER HILL DRIVE NO 202
ReturnHeader/Filer/USAddress/CityNm0DANVERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001923
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DFE3388A845B5256C87C82BC4588DDAAD010F335
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0481974C6B7B24EFBCE7FEAC3AF31CF35456A1F34
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.0.9.162
ReturnHeader/FilingSecurityInformation/IPDt02017-06-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:20:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043179346
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAPUTO & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 CONIFER HILL DRIVE SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001923
ReturnHeader/PreparerPersonGrp/PhoneNum09787501001
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNADETTE M POWERS
ReturnHeader/ReturnTs02017-06-21T12:21:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$4.06$0.00$4.06$0.24$0.76$0.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$0.20$0.58$0.38
2022Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.23$0.68$0.46
2021Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.38$0.57$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$5.60$0.42$0.56$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$1.66$0.54$1.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.20$4.62$0.20$0.51$0.31
2017Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$3.37$0.49$2.89
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.41$0.34$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.22$0.31$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.20$0.28$0.08
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.22$0.27$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.25
2011Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.23
2010Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.24