Civic Intelligence

The Overland West Inc Welfare Benefit Trust

990 • Fiscal year 2014 • EIN 20-6002062

Jun 01, 2013 to May 31, 2014 • Filed on Jan 09, 2015

Organization ProfileN/A
2805 Washington Blvd84401

(801) 337-5231

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

69th percentile

10%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Asset Growth

87th percentile

31%

Faster asset growth than 87% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,179,013

Up $277,532 (+31%) from 2013

Net Assets

Up

$1,179,013

Up $277,532 (+31%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin69th percentile

Revenue

$2,664,664

No earlier filing loaded for comparison.

Expenses

Down

$2,387,132

Down $10,216 (-0.4%) from 2013

Net Income

$277,532

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $306,767Liabilities 2010: $78,255Net Assets 2010: $228,5122010Assets 2011: $208,975Liabilities 2011: $266,814Net Assets 2011: -$57,8392011Assets 2012: $449,845Liabilities 2012: $66,738Net Assets 2012: $383,1072012Assets 2013: $901,481Liabilities 2013: $0Net Assets 2013: $901,4812013Assets 2014: $1,179,013Liabilities 2014: $0Net Assets 2014: $1,179,0132014Assets 2015: $1,529,541Liabilities 2015: $2,584Net Assets 2015: $1,526,9572015Assets 2016: $2,037,445Liabilities 2016: $0Net Assets 2016: $2,037,4452016Assets 2017: $1,997,151Liabilities 2017: $0Net Assets 2017: $1,997,1512017Assets 2018: $1,897,682Liabilities 2018: $0Net Assets 2018: $1,897,6822018Assets 2019: $1,481,999Liabilities 2019: $0Net Assets 2019: $1,481,9992019Assets 2020: $904,961Liabilities 2020: $0Net Assets 2020: $904,9612020Assets 2021: $771,712Liabilities 2021: $0Net Assets 2021: $771,7122021Assets 2022: $612,731Liabilities 2022: $39,038Net Assets 2022: $573,6932022Assets 2023: $786,330Liabilities 2023: $0Net Assets 2023: $786,3302023Assets 2024: $592,602Liabilities 2024: $50,510Net Assets 2024: $542,0922024

Highlighted filing

2014

Assets$1,179,013
Liabilities$0
Net Assets$1,179,013
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,852,5742010Expenses 2011: $2,498,2212011Expenses 2012: $2,124,0032012Expenses 2013: $2,397,3482013Revenue 2014: $2,664,664Expenses 2014: $2,387,132Net Income 2014: $277,5322014Revenue 2015: $2,485,046Expenses 2015: $2,137,102Net Income 2015: $347,9442015Revenue 2016: $2,586,404Expenses 2016: $2,075,916Net Income 2016: $510,4882016Revenue 2017: $2,719,387Expenses 2017: $2,759,681Net Income 2017: -$40,2942017Revenue 2018: $2,551,575Expenses 2018: $2,651,044Net Income 2018: -$99,4692018Revenue 2019: $2,904,892Expenses 2019: $3,320,575Net Income 2019: -$415,6832019Revenue 2020: $2,880,829Expenses 2020: $3,457,867Net Income 2020: -$577,0382020Revenue 2021: $2,971,963Expenses 2021: $3,105,212Net Income 2021: -$133,2492021Revenue 2022: $3,170,696Expenses 2022: $3,368,715Net Income 2022: -$198,0192022Revenue 2023: $3,777,563Expenses 2023: $3,564,926Net Income 2023: $212,6372023Revenue 2024: $3,758,407Expenses 2024: $4,002,645Net Income 2024: -$244,2382024

Highlighted filing

2014

Revenue$2,664,664
Expenses$2,387,132
Net Income$277,532
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Jan 9, 2015
Return Version
2013v4.0
Gross Receipts
$2,664,664
Mission and Program Overview

Mission

To Provide Benefits to Employees of Overland.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$901,481$1,179,013▲ $277,532
Accounts Receivable$872,008$1,138,714▲ $266,706
Cash and Non-Interest-Bearing Accounts$29,473$40,299▲ $10,826
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$901,481$1,179,013▲ $277,532
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$901,481$1,179,013▲ $277,532
Total Liabilities and Net Assets / Fund Balance$901,481$1,179,013▲ $277,532
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Claudia AllredTrustee
Erik PetersenTrustee
Jerry H PetersenTrustee
Trevor SteenblikTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,664,664
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$277,532

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,664,664
Total Revenue per Audited Statements
$2,664,664
Total Revenue per Form 990
$2,664,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$116,633
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,270,499
Other Expenses---$229
Total Functional Expenses$0$0$0$2,387,132

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,387,132
Total Expenses per Audited Statements$2,387,132
Total Expenses per Form 990$2,387,132
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“All trustees work for Overland West.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Trustees review prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available upon request.”

Filing and Contact Details

Filer

EIN
20-6002062
Phone
8013375231

Signing Officer

Name
Erik Petersen
Title
Vice President
Signed
2015-01-09
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
Ut
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Preparer
Debra L Kelley CPA
Phone
8013993377
Raw XML Appendix305 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt0872008
IRS990/AccountsReceivableGrp/EOYAmt01138714
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide benefits to employees of Overland.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt02270499
IRS990/BooksInCareOfDetail/PersonNm0CLAUDIA ALLRED
IRS990/BooksInCareOfDetail/PhoneNum08013375231
IRS990/BooksInCareOfDetail/USAddress/AddressLine102805 WASHINGTON BLVD
IRS990/BooksInCareOfDetail/USAddress/City0OGDEN
IRS990/BooksInCareOfDetail/USAddress/State0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCode084401
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt029473
IRS990/CashNonInterestBearingGrp/EOYAmt040299
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02270499
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0116633
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02664664
IRS990/CYRevenuesLessExpensesAmt0277532
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02387132
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02664664
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Provided stated benefits
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JERRY H PETERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIK PETERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2CLAUDIA ALLRED
IRS990/Form990PartVIISectionAGrp/PersonNm3TREVOR STEENBLIK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02664664
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0UT
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide benefits to employees of Overland.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0901481
IRS990/NetAssetsOrFundBalancesEOYAmt01179013
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Administration Fees
IRS990/OtherExpensesGrp/Desc1Bank Charges
IRS990/OtherExpensesGrp/TotalAmt0116404
IRS990/OtherExpensesGrp/TotalAmt1229
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LIFE, HEALTH CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/ExclusionAmt02664664
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02664664
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02280602
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0116746
IRS990/PYProgramServiceRevenueAmt02848984
IRS990/PYRevenuesLessExpensesAmt0451636
IRS990/PYTotalExpensesAmt02397348
IRS990/PYTotalRevenueAmt02848984
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0277532
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0901481
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01179013
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt02387132
IRS990ScheduleD/RevenueSubtotalAmt02664664
IRS990ScheduleD/TotalExpensesPerForm990Amt02387132
IRS990ScheduleD/TotalRevenuePerForm990Amt02664664
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02664664
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02387132
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All trustees work for Overland West.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustees review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0901481
IRS990/TotalAssetsEOYAmt01179013
IRS990/TotalAssetsGrp/BOYAmt0901481
IRS990/TotalAssetsGrp/EOYAmt01179013
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02387132
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0901481
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01179013
IRS990/TotalProgramServiceRevenueAmt02664664
IRS990/TotalRevenueGrp/ExclusionAmt02664664
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02664664
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0901481
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01179013
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK PETERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE OVERLAND WEST INC WELFARE BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OVER
ReturnHeader/Filer/EIN0206002062
ReturnHeader/Filer/PhoneNum08013375231
ReturnHeader/Filer/USAddress/AddressLine102805 WASHINGTON BLVD
ReturnHeader/Filer/USAddress/City0OGDEN
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10James & Co Business AdvisorsCPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103535 Lincoln Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Ogden
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode084401
ReturnHeader/PreparerPersonGrp/PhoneNum08013993377
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debra L Kelley CPA
ReturnHeader/ReturnTs02015-01-09T15:03:23-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,179,013
Liabilities
$0
Net assets
$1,179,013
Revenue
$2,664,664
Expenses
$2,387,132
Net income
$277,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.05$0.54$3.76$4.00$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$3.78$3.56$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.04$0.57$3.17$3.37$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$2.97$3.11$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$2.88$3.46$0.58
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$2.90$3.32$0.42
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$2.55$2.65$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$2.72$2.76$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$2.59$2.08$0.51
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$2.49$2.14$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$2.66$2.39$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$2.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.07$0.38$2.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.27$0.06$2.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.08$0.23$1.85