Civic Intelligence

Merchants Industry Fund

990 • Fiscal year 2017 • EIN 23-7219510

Apr 01, 2016 to Mar 31, 2017 • Filed on Jun 08, 2017

Organization ProfileN/A
13840 N Northsight BlvdScottsdale, AZ 85260-3665

(602) 224-8000

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.00x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

53rd percentile

5.1%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$1,775

Higher top officer pay than 53% of similar nonprofits.

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-16%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$3,377,420

Up $617,425 (+22%) from 2016

Net Assets

Up

$3,377,420

Up $617,425 (+22%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin53rd percentile

Revenue

Down

$12,168,361

Down $2,298,916 (-16%) from 2016

Expenses

Down

$11,550,936

Down $2,560,326 (-18%) from 2016

Net Income

Up

$617,425

Up $261,410 (+73%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $1,641,755Liabilities 2014: $2,274Net Assets 2014: $1,639,4812014Assets 2015: $2,403,980Liabilities 2015: $0Net Assets 2015: $2,403,9802015Assets 2016: $2,759,995Liabilities 2016: $0Net Assets 2016: $2,759,9952016Assets 2017: $3,377,420Liabilities 2017: $0Net Assets 2017: $3,377,4202017Assets 2018: $821,380Liabilities 2018: $0Net Assets 2018: $821,3802018Assets 2019: $1,000,657Liabilities 2019: $0Net Assets 2019: $1,000,6572019Assets 2020: $513,638Liabilities 2020: $33,881Net Assets 2020: $479,7572020Assets 2021: $1,902,040Liabilities 2021: $141,988Net Assets 2021: $1,760,0522021Assets 2022: $2,016,724Liabilities 2022: $0Net Assets 2022: $2,016,7242022Assets 2023: $1,333,056Liabilities 2023: $701,841Net Assets 2023: $631,2152023Assets 2024: $1,039,910Liabilities 2024: $548,055Net Assets 2024: $491,8552024Assets 2025: $1,155,991Liabilities 2025: $548,055Net Assets 2025: $607,9362025

Highlighted filing

2017

Assets$3,377,420
Liabilities$0
Net Assets$3,377,420
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2014: $16,665,590Expenses 2014: $16,048,739Net Income 2014: $616,8512014Revenue 2015: $14,678,933Expenses 2015: $13,914,434Net Income 2015: $764,4992015Revenue 2016: $14,467,277Expenses 2016: $14,111,262Net Income 2016: $356,0152016Revenue 2017: $12,168,361Expenses 2017: $11,550,936Net Income 2017: $617,4252017Revenue 2018: $12,141,324Expenses 2018: $12,839,267Net Income 2018: -$697,9432018Revenue 2019: $16,708,117Expenses 2019: $16,528,840Net Income 2019: $179,2772019Revenue 2020: $14,540,569Expenses 2020: $15,061,469Net Income 2020: -$520,9002020Revenue 2021: $14,790,292Expenses 2021: $13,991,292Net Income 2021: $799,0002021Revenue 2022: $12,597,082Expenses 2022: $12,380,410Net Income 2022: $216,6722022Revenue 2023: $11,671,263Expenses 2023: $11,782,912Net Income 2023: -$111,6492023Revenue 2024: $10,319,773Expenses 2024: $10,459,133Net Income 2024: -$139,3602024Revenue 2025: $10,208,063Expenses 2025: $10,091,982Net Income 2025: $116,0812025

Highlighted filing

2017

Revenue$12,168,361
Expenses$11,550,936
Net Income$617,425
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jun 8, 2017
Return Version
2016v3.0
Gross Receipts
$12,168,361
Mission and Program Overview

Mission

The purpose is providing group and individual insurance plan or plans and other healthcare benefits for persons involved in particular industries.

The trust fund shall be held for the exclusive purpose of providing benefits to plan participants and their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,759,995$3,377,420▲ $617,425
Rtn Earn Endowment Incm Other Fnds$2,759,995$3,377,420▲ $617,425
Total Assets$2,759,995$3,377,420▲ $617,425
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,759,995$3,377,420▲ $617,425
Total Liabilities and Net Assets / Fund Balance$2,759,995$3,377,420▲ $617,425
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
-Trustee$1,775$1,775

Board Members and Trustees

NameTitle
Allen BressOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,006,917
Investment Income
$0
Other Revenue
$161,444
Change in Net Assets
$617,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,252,066
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$8,298,870--$8,298,870
Fees for Services Other$1,547,198--$1,547,198
Other Expenses$83,913--$83,913
Fees for Services Management$1,775--$1,775
Total Functional Expenses$11,550,936$0$0$11,550,936
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The organization has a trust agreement with merchants benefit administration, inc to provide the management and administration of the insurance policies for persons in particular industries.”

Form 990, Page 6, Part VI, Line 8A

“The organization does not hold meetings.”

Form 990, Page 6, Part VI, Line 8B

“The organization does not have any committees.”

Form 990, Page 6, Part VI, Line 11B

“The organization does not have a governing board. The administrator corporation handles the filing requirements.”

Form 990, Page 6, Part VI, Line 19

“The organization will make available their documents to anyone who requests them, for a nominal fee. The requested documents are supplied within 3-5 business days.”

Filing and Contact Details

Filer

Filer Name
Merchants Industry Fund Group
EIN
23-7219510
Phone
6022248000
Address
13840 N NORTHSIGHT BLVD, SCOTTSDALE, AZ 85260-3665

Signing Officer

Name
Allen Bress
Title
Officer
Phone
6022248000
Signed
2017-06-08

Organization Details

Principal Officer
Allen Bress
Formed
1972
Legal Domicile
Az
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Beussink Hey & Roe Pc
Address
16 SOUTH SILVER SPRINGS ROAD, CAPE GIRARDEAU, MO 63703
Preparer
Jeffrey Stroder
Phone
5733344988
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative expenses 1,547,198 0 0”

Raw XML Appendix236 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE TRUST FUND SHALL BE HELD FOR THE EXCLUSIVE PURPOSE OF PROVIDING BENEFITS TO PLAN PARTICIPANTS AND THEIR BENEFICIARIES.
IRS990/BenefitsToMembersGrp/ProgramServicesAmt08298870
IRS990/BenefitsToMembersGrp/TotalAmt08298870
IRS990/BooksInCareOfDetail/PersonNm0ALAN AND GAIL BRESS
IRS990/BooksInCareOfDetail/PhoneNum06022248000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt013840 N NORTHSIGHT BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0852603665
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/ConflictOfInterestPolicyInd0false
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IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt08298870
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt03252066
IRS990/CYOtherRevenueAmt0161444
IRS990/CYProgramServiceRevenueAmt012006917
IRS990/CYRevenuesLessExpensesAmt0617425
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt011550936
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012168361
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0PROVIDE GROUP INSURANCE AND INDIVIDUAL PLAN OR PLANS AND OTHER HEALTHCARE BENEFITS FOR EMPLOYEES, RETIREES, AND MEMBERS IN CERTAIN PARTICIPATING SUBSCRIBER GROUPS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt011550936
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt01775
IRS990/FeesForServicesManagementGrp/TotalAmt01775
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01547198
IRS990/FeesForServicesOtherGrp/TotalAmt01547198
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PREMIER TRUST
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0ALLEN BRESS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11775
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt012168361
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THE PURPOSE IS PROVIDING GROUP AND INDIVIDUAL INSURANCE PLAN OR PLANS AND OTHER HEALTHCARE BENEFITS FOR PERSONS INVOLVED IN PARTICULAR INDUSTRIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02759995
IRS990/NetAssetsOrFundBalancesEOYAmt03377420
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0COMMISSION EXPENSE
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/ProgramServicesAmt01619180
IRS990/OtherExpensesGrp/ProgramServicesAmt183913
IRS990/OtherExpensesGrp/TotalAmt01619180
IRS990/OtherExpensesGrp/TotalAmt183913
IRS990/OtherRevenueMiscGrp/Desc0GTL PROFIT COMMISSION
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0161444
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0161444
IRS990/OtherRevenueTotalAmt0161444
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ALLEN BRESS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0524292
IRS990/ProgramServiceRevenueGrp/Desc0INSURANCE PREMIUMS INC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012006917
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012006917
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt010613981
IRS990/PYOtherExpensesAmt03497281
IRS990/PYProgramServiceRevenueAmt014467277
IRS990/PYRevenuesLessExpensesAmt0356015
IRS990/PYTotalExpensesAmt014111262
IRS990/PYTotalRevenueAmt014467277
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0617425
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02759995
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03377420
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A TRUST AGREEMENT WITH MERCHANTS BENEFIT ADMINISTRATION, INC TO PROVIDE THE MANAGEMENT AND ADMINISTRATION OF THE INSURANCE POLICIES FOR PERSONS IN PARTICULAR INDUSTRIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HOLD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT HAVE A GOVERNING BOARD. THE ADMINISTRATOR CORPORATION HANDLES THE FILING REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WILL MAKE AVAILABLE THEIR DOCUMENTS TO ANYONE WHO REQUESTS THEM, FOR A NOMINAL FEE. THE REQUESTED DOCUMENTS ARE SUPPLIED WITHIN 3-5 BUSINESS DAYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMINISTRATIVE EXPENSES 1,547,198 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02759995
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IRS990/TotalAssetsGrp/BOYAmt02759995
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt011550936
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalProgramServiceExpensesAmt011550936
IRS990/TotalProgramServiceRevenueAmt012006917
IRS990/TotalReportableCompFromOrgAmt01775
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012168361
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03377420
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015025 EAST MIRAVISTA
IRS990/USAddress/CityNm0FOUNTAIN HILLS
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085268
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN BRESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06022248000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERCHANTS INDUSTRY FUND GROUP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MERC
ReturnHeader/Filer/EIN0237219510
ReturnHeader/Filer/PhoneNum06022248000
ReturnHeader/Filer/USAddress/AddressLine1Txt013840 N NORTHSIGHT BLVD
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0852603665
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId092EF5AAC37CBDC2B01101435483D6F4DBD1DE98B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA2098926B76D0D1AA8C9D73B946E32B40726410
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431533894
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEUSSINK HEY & ROE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 SOUTH SILVER SPRINGS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAPE GIRARDEAU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063703
ReturnHeader/PreparerPersonGrp/PhoneNum05733344988
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY STRODER
ReturnHeader/ReturnTs02017-06-08T12:48:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,377,420
Liabilities
$0
Net assets
$3,377,420
Revenue
$12,168,361
Expenses
$11,550,936
Net income
$617,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.55$0.61$10.2$10.1$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.55$0.49$10.3$10.5$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.70$0.63$11.7$11.8$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$12.6$12.4$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.14$1.76$14.8$14.0$0.80
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.03$0.48$14.5$15.1$0.52
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$16.7$16.5$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$12.1$12.8$0.70
2017Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$12.2$11.6$0.62
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$14.5$14.1$0.36
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$14.7$13.9$0.76
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$16.7$16.0$0.62