Civic Intelligence

American Postal Workers Union 0096

990 • Fiscal year 2023 • EIN 23-7343551

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

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

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.06x

Higher debt load relative to revenue than 76% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Asset Growth

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

76th percentile

15%

Faster revenue growth than 76% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$799,782

Up $120,143 (+18%) from 2021

Net Assets

Up

$775,709

Up $139,601 (+22%) from 2021

Liabilities

Down

$24,073

Down $19,458 (-45%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin69th percentile

Revenue

Up

$390,563

Up $66,985 (+21%) from 2021

Expenses

Up

$341,162

Up $96,335 (+39%) from 2021

Net Income

Down

$49,401

Down $29,350 (-37%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.0M$500K$0-$500KAssets 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: $636,1082021Assets 2023: $799,782Liabilities 2023: $24,073Net Assets 2023: $775,7092023

Highlighted filing

2023

Assets$799,782
Liabilities$24,073
Net Assets$775,709
Open 2023 Filing

Operations Trend

Revenue Growth76th 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: $78,7512021Revenue 2023: $390,563Expenses 2023: $341,162Net Income 2023: $49,4012023

Highlighted filing

2023

Revenue$390,563
Expenses$341,162
Net Income$49,401
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Gross Receipts
$390,563
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$764,141$799,697▲ $35,556
Prepaid Expenses and Deferred Charges$85$85→ $0
Total Assets$764,226$799,782▲ $35,556
Liabilities
Other Liabilities$37,918$24,073▼ $13,845
Total Liabilities$37,918$24,073▼ $13,845
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$726,308$775,709▲ $49,401
Total Net Assets Fund Balance$726,308$775,709▲ $49,401
Total Liabilities and Net Assets / Fund Balance$764,226$799,782▲ $35,556

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$8,500-
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Melvin RichardsonPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$389,749
Investment Income
$814
Other Revenue
$0
Change in Net Assets
$49,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$177,960
Salaries, Compensation, and Employee Benefits$163,202
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$151,352--$151,352
Office Expenses-$64,347-$64,347
Conferences and Meetings$47,307--$47,307
Occupancy$16,085--$16,085
Travel$13,598--$13,598
Payroll Taxes$11,850--$11,850
Other Expenses$10,313--$10,313
All Other Expenses-$8,815-$8,815
Fees for Services Legal$8,264--$8,264
Insurance$5,211--$5,211
Fees for Services Accounting-$4,020-$4,020
Total Functional Expenses$263,980$77,182$0$341,162
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$24,073
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

“Formes are reviewed by principal officer prior to filing”

Part VI Line 19

“Goverting Documents Disclosure Explanation”

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
2024-05-09
Discuss with paid preparer
No

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 Rd, Memphis, TN 38116
Preparer
Christie Woodard
Phone
9012896211
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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To protect the right of postal workers in the Memphis Area
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08815
IRS990/AllOtherExpensesGrp/TotalAmt08815
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
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IRS990/CashNonInterestBearingGrp/BOYAmt0764141
IRS990/CashNonInterestBearingGrp/EOYAmt0799697
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0151352
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0151352
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt047307
IRS990/ConferencesMeetingsGrp/TotalAmt047307
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0814
IRS990/CYOtherExpensesAmt0177960
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0389749
IRS990/CYRevenuesLessExpensesAmt049401
IRS990/CYSalariesCompEmpBnftPaidAmt0163202
IRS990/CYTotalExpensesAmt0341162
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0390563
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/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04020
IRS990/FeesForServicesAccountingGrp/TotalAmt04020
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt08264
IRS990/FeesForServicesLegalGrp/TotalAmt08264
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/GrossReceiptsAmt0390563
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt05211
IRS990/InsuranceGrp/TotalAmt05211
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0814
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0814
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08500
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/NetAssetsOrFundBalancesBOYAmt0726308
IRS990/NetAssetsOrFundBalancesEOYAmt0775709
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0726308
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0775709
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt016085
IRS990/OccupancyGrp/TotalAmt016085
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt064347
IRS990/OfficeExpensesGrp/TotalAmt064347
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt010313
IRS990/OtherExpensesGrp/TotalAmt010313
IRS990/OtherLiabilitiesGrp/BOYAmt037918
IRS990/OtherLiabilitiesGrp/EOYAmt024073
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt011850
IRS990/PayrollTaxesGrp/TotalAmt011850
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt085
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt085
IRS990/PrincipalOfficerNm0MELVIN RICHARDSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PER CAPITA TAX
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0389749
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0389749
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0610
IRS990/PYOtherExpensesAmt0116042
IRS990/PYProgramServiceRevenueAmt0337808
IRS990/PYRevenuesLessExpensesAmt090200
IRS990/PYSalariesCompEmpBnftPaidAmt0132176
IRS990/PYTotalExpensesAmt0248218
IRS990/PYTotalRevenueAmt0338418
IRS990/ReconcilationRevenueExpnssAmt049401
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08500
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt08500
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024073
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalLiabilityAmt024073
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORMES ARE REVIEWED BY PRINCIPAL OFFICER PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Goverting Documents Disclosure Explanation
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0764226
IRS990/TotalAssetsEOYAmt0799782
IRS990/TotalAssetsGrp/BOYAmt0764226
IRS990/TotalAssetsGrp/EOYAmt0799782
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt077182
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0263980
IRS990/TotalFunctionalExpensesGrp/TotalAmt0341162
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt037918
IRS990/TotalLiabilitiesEOYAmt024073
IRS990/TotalLiabilitiesGrp/BOYAmt037918
IRS990/TotalLiabilitiesGrp/EOYAmt024073
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0726308
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0775709
IRS990/TotalProgramServiceRevenueAmt0389749
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0390563
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0390563
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0764226
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0799782
IRS990/TravelGrp/ProgramServicesAmt013598
IRS990/TravelGrp/TotalAmt013598
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/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MELVIN RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09013150799
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274513289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELLS AND WILSON FINANCIAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04222 Millbranch Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Memphis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038116
ReturnHeader/PreparerPersonGrp/PhoneNum09012896211
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIE WOODARD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-09T13:38:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICHARDSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$799,782
Liabilities
$24,073
Net assets
$775,709
Revenue
$390,563
Expenses
$341,162
Net income
$49,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$8.00$0.24$7.76$3.91$3.41$0.49
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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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