Civic Intelligence

American Postal Workers Union 0096

990 • Fiscal year 2020 • EIN 23-7343551

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 28, 2021

Organization ProfileN/A
830 E Eh Crump BlvdMemphis, TN 38126

(901) 315-0799

Siviq Scores

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

Liabilities / Assets

78th percentile

0.07x

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.14x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Net Margin

57th percentile

13%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

0.0%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$610,103

Up $68,317 (+13%) from 2019

Net Assets

Up

$565,877

Up $40,396 (+7.7%) from 2019

Liabilities

Up

$44,226

Up $27,921 (+171%) from 2019

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin57th percentile

Revenue

Up

$310,646

Up $86 (+0.0%) from 2019

Expenses

Up

$270,250

Up $43,597 (+19%) from 2019

Net Income

Down

$40,396

Down $43,511 (-52%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2011: $179,647Liabilities 2011: -$26,861Net Assets 2011: $206,5082011Assets 2013: $120,210Liabilities 2013: -$90,982Net Assets 2013: $211,1922013Assets 2014: $160,472Liabilities 2014: $0Net Assets 2014: $160,4722014Assets 2015: $272,465Liabilities 2015: $0Net Assets 2015: $272,4652015Assets 2016: $366,735Liabilities 2016: $0Net Assets 2016: $366,7352016Assets 2017: $427,902Liabilities 2017: $17,035Net Assets 2017: $410,8672017Assets 2018: $453,540Liabilities 2018: $11,965Net Assets 2018: $441,5752018Assets 2019: $541,786Liabilities 2019: $16,305Net Assets 2019: $525,4812019Assets 2020: $610,103Liabilities 2020: $44,226Net Assets 2020: $565,8772020Assets 2021: $679,639Liabilities 2021: $43,531Net Assets 2021: $636,1082021

Highlighted filing

2020

Assets$610,103
Liabilities$44,226
Net Assets$565,877
Open 2020 Filing

Operations Trend

Revenue Growth55th percentile

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

$400K$300K$200K$100K$0Expenses 2011: $397,1892011Revenue 2013: $308,130Expenses 2013: $301,809Net Income 2013: $6,3212013Revenue 2014: $358,793Expenses 2014: $325,253Net Income 2014: $33,5402014Revenue 2015: $365,958Expenses 2015: $253,965Net Income 2015: $111,9932015Revenue 2016: $347,853Expenses 2016: $253,583Net Income 2016: $94,2702016Revenue 2017: $301,438Expenses 2017: $257,307Net Income 2017: $44,1312017Revenue 2018: $308,417Expenses 2018: $280,352Net Income 2018: $28,0652018Revenue 2019: $310,560Expenses 2019: $226,653Net Income 2019: $83,9072019Revenue 2020: $310,646Expenses 2020: $270,250Net Income 2020: $40,3962020Revenue 2021: $323,578Expenses 2021: $244,827Net Income 2021: $78,7512021

Highlighted filing

2020

Revenue$310,646
Expenses$270,250
Net Income$40,396
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 28, 2021
Return Version
2020v4.0
Gross Receipts
$310,646
Mission and Program Overview

Mission

To protect the right of postal workers in the memphis area.

To protect the right of postal workers in the Memphis Area

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$533,201$601,518▲ $68,317
Land, Buildings, and Equipment, Net$8,500$8,500→ $0
Prepaid Expenses and Deferred Charges$85$85→ $0
Total Assets$541,786$610,103▲ $68,317
Liabilities
Other Liabilities$16,305$44,226▲ $27,921
Total Liabilities$16,305$44,226▲ $27,921
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$525,481$565,877▲ $40,396
Total Net Assets Fund Balance$525,481$565,877▲ $40,396
Total Liabilities and Net Assets / Fund Balance$541,786$610,103▲ $68,317

Asset Categories

AssetBook ValueDepreciationBasis
Land$8,500--
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Melvin RichardsonPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$310,122
Investment Income
$524
Other Revenue
$0
Change in Net Assets
$40,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$163,447
Other Expenses$106,803
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$153,039--$153,039
Office Expenses$2,784$38,882-$41,666
Occupancy$28,921--$28,921
Payroll Taxes$10,408--$10,408
Fees for Services Legal$10,265--$10,265
All Other Expenses$9,741--$9,741
Other Expenses$8,134--$8,134
Insurance$4,085--$4,085
Fees for Services Accounting$3,015--$3,015
Travel$976--$976
Total Functional Expenses$231,368$38,882$0$270,250
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Withholdings$44,226
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

Part VI Line 11B

“Forms are reviewed by principal officer prior to filing”

Part VI Line 19

“Governing Documents Disclosure Explanation”

Part VI Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
American Postal Workers Union
EIN
23-7343551
In Care Of
% MELVIN RICHARDSON
Phone
9013150799
Address
830 E EH CRUMP BLVD, Memphis, TN 38126
Doing Business As
American Postal Workers Union

Signing Officer

Name
Melvin Richardson
Title
President
Phone
9013150799
Signed
2021-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melvin Richardson
Formed
1965
Legal Domicile
Tn
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
WELLS and WILSON FINANCIAL LLC
Address
4222 Millbranch, Memphis, TN 38116
Preparer
Robert Wells
Phone
9013451669
Raw XML Appendix258 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/ActivityOrMissionDesc0To protect the right of postal workers in the Memphis Area
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09741
IRS990/AllOtherExpensesGrp/TotalAmt09741
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMERICAN POSTAL WORKERS UNION
IRS990/BooksInCareOfDetail/PhoneNum09013150799
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0830 E EH CRUMP BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd038126
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0533201
IRS990/CashNonInterestBearingGrp/EOYAmt0601518
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0524
IRS990/CYOtherExpensesAmt0106803
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0310122
IRS990/CYRevenuesLessExpensesAmt040396
IRS990/CYSalariesCompEmpBnftPaidAmt0163447
IRS990/CYTotalExpensesAmt0270250
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0310646
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0To protect the right of postal workers in the Memphis Area.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0AMERICAN POSTAL WORKERS UNION
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03015
IRS990/FeesForServicesAccountingGrp/TotalAmt03015
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt010265
IRS990/FeesForServicesLegalGrp/TotalAmt010265
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0MELVIN RICHARDSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0310646
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt04085
IRS990/InsuranceGrp/TotalAmt04085
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0524
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0524
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08500
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08500
IRS990/LandBldgEquipCostOrOtherBssAmt08500
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To protect the right of postal workers in the Memphis Area.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0525481
IRS990/NetAssetsOrFundBalancesEOYAmt0565877
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0525481
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0565877
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt028921
IRS990/OccupancyGrp/TotalAmt028921
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt038882
IRS990/OfficeExpensesGrp/ProgramServicesAmt02784
IRS990/OfficeExpensesGrp/TotalAmt041666
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt08134
IRS990/OtherExpensesGrp/TotalAmt08134
IRS990/OtherLiabilitiesGrp/BOYAmt016305
IRS990/OtherLiabilitiesGrp/EOYAmt044226
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0153039
IRS990/OtherSalariesAndWagesGrp/TotalAmt0153039
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt010408
IRS990/PayrollTaxesGrp/TotalAmt010408
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt085
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt085
IRS990/PrincipalOfficerNm0MELVIN RICHARDSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PER CAPITA TAX
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0310122
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0310122
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0322
IRS990/PYOtherExpensesAmt0109339
IRS990/PYProgramServiceRevenueAmt0310238
IRS990/PYRevenuesLessExpensesAmt083907
IRS990/PYSalariesCompEmpBnftPaidAmt0117314
IRS990/PYTotalExpensesAmt0226653
IRS990/PYTotalRevenueAmt0310560
IRS990/ReconcilationRevenueExpnssAmt040396
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt08500
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt08500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt044226
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08500
IRS990ScheduleD/TotalLiabilityAmt044226
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORMS ARE REVIEWED BY PRINCIPAL OFFICER PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing Documents Disclosure Explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0541786
IRS990/TotalAssetsEOYAmt0610103
IRS990/TotalAssetsGrp/BOYAmt0541786
IRS990/TotalAssetsGrp/EOYAmt0610103
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038882
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0231368
IRS990/TotalFunctionalExpensesGrp/TotalAmt0270250
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016305
IRS990/TotalLiabilitiesEOYAmt044226
IRS990/TotalLiabilitiesGrp/BOYAmt016305
IRS990/TotalLiabilitiesGrp/EOYAmt044226
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0525481
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0565877
IRS990/TotalProgramServiceRevenueAmt0310122
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0310646
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0310646
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0541786
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0610103
IRS990/TravelGrp/ProgramServicesAmt0976
IRS990/TravelGrp/TotalAmt0976
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0830 E EH CRUMP BLVD
IRS990/USAddress/CityNm0MEMPHIS
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038126
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELVIN RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09013150799
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN POSTAL WORKERS UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AMERICAN POSTAL WORKERS UNION
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0237343551
ReturnHeader/Filer/InCareOfNm0% MELVIN RICHARDSON
ReturnHeader/Filer/PhoneNum09013150799
ReturnHeader/Filer/USAddress/AddressLine1Txt0830 E EH CRUMP BLVD
ReturnHeader/Filer/USAddress/CityNm0Memphis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274513289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELLS and WILSON FINANCIAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04222 Millbranch
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Memphis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038116
ReturnHeader/PreparerPersonGrp/PhoneNum09013451669
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT WELLS
ReturnHeader/ReturnTs02021-04-28T16:25:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICHARDSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$610,103
Liabilities
$44,226
Net assets
$565,877
Revenue
$310,646
Expenses
$270,250
Net income
$40,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.80$0.44$6.36$3.24$2.45$0.79
2020Detailed filing. Detailed filing data is available for this year.$6.10$0.44$5.66$3.11$2.70$0.40
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.42$0.16$5.25$3.11$2.27$0.84
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.12$4.42$3.08$2.80$0.28
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.17$4.11$3.01$2.57$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$3.48$2.54$0.94
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$3.66$2.54$1.12
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$3.59$3.25$0.34
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.91$2.11$3.08$3.02$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.27$2.07$3.97
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)5 • $500k-$1M nonprofits