Civic Intelligence

Petroleum Marketers of Iowa Trust

990 • Fiscal year 2019 • EIN 42-6167033

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 10, 2019

Organization ProfileN/A

View Organization Page

10430 New York Ave Suite FUrbandale, IA 50322

(515) 224-7545

Siviq Scores

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

Liabilities / Assets

51st percentile

0.03x

Higher debt load relative to assets than 51% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

21st percentile

-3.9%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

9th percentile

-15%

Faster asset growth than 9% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

20%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$2,746,295

Down $482,988 (-15%) from 2018

Net Assets

Down

$2,673,509

Down $458,941 (-15%) from 2018

Liabilities

Down

$72,786

Down $24,047 (-25%) from 2018

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin21st percentile

Revenue

Up

$14,600,932

Up $2,440,269 (+20%) from 2018

Expenses

Up

$15,163,373

Up $3,753,308 (+33%) from 2018

Net Income

Down

-$562,441

Down $1,313,039 (-175%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $1,960,808Liabilities 2012: $165,322Net Assets 2012: $1,795,4862012Assets 2013: $2,038,876Liabilities 2013: $67,826Net Assets 2013: $1,971,0502013Assets 2014: $1,728,155Liabilities 2014: $45,991Net Assets 2014: $1,682,1642014Assets 2015: $2,148,052Liabilities 2015: $130,400Net Assets 2015: $2,017,6522015Assets 2016: $2,520,543Liabilities 2016: $56,756Net Assets 2016: $2,463,7872016Assets 2017: $2,440,580Liabilities 2017: $57,727Net Assets 2017: $2,382,8532017Assets 2018: $3,229,283Liabilities 2018: $96,833Net Assets 2018: $3,132,4502018Assets 2019: $2,746,295Liabilities 2019: $72,786Net Assets 2019: $2,673,5092019Assets 2020: $3,382,918Liabilities 2020: $52,422Net Assets 2020: $3,330,4962020Assets 2021: $4,458,449Liabilities 2021: $104,895Net Assets 2021: $4,353,5542021Assets 2022: $4,354,956Liabilities 2022: $68,686Net Assets 2022: $4,286,2702022Assets 2023: $4,542,417Liabilities 2023: $93,942Net Assets 2023: $4,448,4752023Assets 2024: $4,448,239Liabilities 2024: $153,293Net Assets 2024: $4,294,9462024Assets 2025: $4,854,866Liabilities 2025: $260,395Net Assets 2025: $4,594,4712025

Highlighted filing

2019

Assets$2,746,295
Liabilities$72,786
Net Assets$2,673,509
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2012: $7,442,773Expenses 2012: $7,580,575Net Income 2012: -$137,8022012Expenses 2013: $8,607,7872013Revenue 2014: $9,893,166Expenses 2014: $10,243,359Net Income 2014: -$350,1932014Revenue 2015: $10,403,304Expenses 2015: $10,067,816Net Income 2015: $335,4882015Revenue 2016: $10,920,550Expenses 2016: $10,523,830Net Income 2016: $396,7202016Revenue 2017: $10,557,822Expenses 2017: $10,666,062Net Income 2017: -$108,2402017Revenue 2018: $12,160,663Expenses 2018: $11,410,065Net Income 2018: $750,5982018Revenue 2019: $14,600,932Expenses 2019: $15,163,373Net Income 2019: -$562,4412019Revenue 2020: $14,541,601Expenses 2020: $13,963,136Net Income 2020: $578,4652020Revenue 2021: $14,734,347Expenses 2021: $13,816,463Net Income 2021: $917,8842021Revenue 2022: $14,851,406Expenses 2022: $14,434,272Net Income 2022: $417,1342022Revenue 2023: $14,987,897Expenses 2023: $14,890,402Net Income 2023: $97,4952023Revenue 2024: $16,745,273Expenses 2024: $17,044,553Net Income 2024: -$299,2802024Revenue 2025: $16,231,125Expenses 2025: $16,082,578Net Income 2025: $148,5472025

Highlighted filing

2019

Revenue$14,600,932
Expenses$15,163,373
Net Income-$562,441
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 10, 2019
Return Version
2018v3.1
Gross Receipts
$15,340,331
Mission and Program Overview

Mission

Pmci trust provides health, dental, vision and life insurance products and services to members of pmci and other qualified like-industry participants.

Provides health, dental, vision and life insurance products and services to fueliowa members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,132,450$2,673,509▼ $458,941
Investments in Publicly Traded Securities$2,591,316$2,419,848▼ $171,468
Cash and Non-Interest-Bearing Accounts$637,967$326,447▼ $311,520
Total Assets$3,229,283$2,746,295▼ $482,988
Liabilities
Accounts Payable and Accrued Expenses$49,385$45,303▼ $4,082
Deferred Revenue$46,419$26,378▼ $20,041
Other Liabilities$1,029$1,105▲ $76
Total Liabilities$96,833$72,786▼ $24,047
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,132,450$2,673,509▼ $458,941
Total Liabilities and Net Assets / Fund Balance$3,229,283$2,746,295▼ $482,988
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Andrew WoodardTrustee
Brooke LilleyTrustee
Lisa AbensTrustee
Bryan BandstraTrustee Chai

Highest Paid Contractors

ContractorServicesLocationCompensation
Wellmark Blue Cross Blue ShieldHealth Ins.PO BOX 9124, Des Moines, IA 50306-9124$628,423
La Mair-mulock-condon CoIns. Consulting4200 UNIVERSITY AVE SUITE 200, West Des Moines, IA 50266-5945$205,346
MillimanActuary Service1120 SOUTH 101ST STREET SUITE 400, Omaha, NE 68124$107,807
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,508,885
Investment Income
$92,047
Other Revenue
$0
Change in Net Assets
$-562,441

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,583,917
Revenue Not Reported on Financial Statements
$17,015
Revenue Not Reported on Form 990
$103,500
Total Revenue per Audited Statements
$14,687,417
Total Revenue per Form 990
$14,600,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,999,391
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---$12,163,982
Fees for Services Other---$313,153
Fees for Services Accounting---$70,671
Fees for Services Legal---$36,957
Fees for Service Investment Mgmnt Fees---$17,015
Other Expenses---$10,182
Advertising---$5,000
Total Functional Expenses$0$0$0$15,163,373

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,163,373
Expenses per Audited Statements$15,146,358
Total Expenses per Audited Statements$15,146,358
Expenses Not Reported on Financial Statements$17,015
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$1,105
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The board of trustees of healthalliance benefit plan are provided with a complete copy of the form 990 before it is filed. The form is provided to trustees and presented at a meeting of the trustees for comments and questions.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is reviewed annually by the trustees and any conflicts are recorded in the minutes.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Pmci Trust
EIN
42-6167033
Phone
5152247545
Address
10430 NEW YORK AVE SUITE F, URBANDALE, IA 50322
Doing Business As
Healthalliance Benefit Plan

Signing Officer

Name
Dawn Carlson
Title
President
Phone
5152247545
Signed
2019-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Carlson
Formed
1950
Legal Domicile
Ia
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Mcgowen Hurst Clark & Smith Pc
Address
1601 W LAKES PKWY STE 300, WEST DES MOINES, IA 50266
Preparer
S James Smith CPA
Phone
5152883279
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The veba trust funding the benefits of the plan received an exemption letter from the internal revenue service (irs) dated february 23, 1988, stating that the trust is tax-exempt under the provisions of section 501 (c)(9) of the internal revenue code (irc). Unrelated business income tax, if any, would be recorded as an administrative expense of the plan. No federal or state income taxes have been recorded in fiscal years ending june 30, 2019 and 2018 for unrelated business taxable income. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate income tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix373 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING THE BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 23, 1988, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501 (C)(9) OF THE INTERNAL REVENUE CODE (IRC). UNRELATED BUSINESS INCOME TAX, IF ANY, WOULD BE RECORDED AS AN ADMINISTRATIVE EXPENSE OF THE PLAN. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN FISCAL YEARS ENDING JUNE 30, 2019 AND 2018 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE INCOME TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt015163373
IRS990ScheduleD/TotalLiabilityAmt01105
IRS990ScheduleD/TotalRevenuePerForm990Amt014600932
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014687417
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015146358
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES OF HEALTHALLIANCE BENEFIT PLAN ARE PROVIDED WITH A COMPLETE COPY OF THE FORM 990 BEFORE IT IS FILED. THE FORM IS PROVIDED TO TRUSTEES AND PRESENTED AT A MEETING OF THE TRUSTEES FOR COMMENTS AND QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE TRUSTEES AND ANY CONFLICTS ARE RECORDED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0420947359
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0COMPLIANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0RIN ALLIANCE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt010430 NEW YORK AVE SUITE F
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0URBANDALE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd050322
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0FUELIOWA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PMCI DBA FUELIOWA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IOWA BENEFIT ADMINISTRATORS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0420332565
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1273776704
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C6
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRADE ASSO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PLAN ADMIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt010430 NEW YORK AVE SUITE F
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt110430 NEW YORK AVE SUITE F
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0URBANDALE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1URBANDALE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd050322
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd150322
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: IOWA BENEFIT ADMINISTRATORS PRIMARY ACTIVITY: PLAN ADMINISTRATION DIRECT CONTROLLING ENTITY: PMCI, DBA FUELIOWA PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST: NAME OF RELATED ORGANIZATION: RIN ALLIANCE, INC. PRIMARY ACTIVITY: ASSISTS SUBSCRIBERS IN COMPLIANCE & MARKETING RINS DIRECT CONTROLLING ENTITY: PMCI, DBA FUELIOWA
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03229283
IRS990/TotalAssetsEOYAmt02746295
IRS990/TotalAssetsGrp/BOYAmt03229283
IRS990/TotalAssetsGrp/EOYAmt02746295
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt015163373
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt096833
IRS990/TotalLiabilitiesEOYAmt072786
IRS990/TotalLiabilitiesGrp/BOYAmt096833
IRS990/TotalLiabilitiesGrp/EOYAmt072786
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03132450
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02673509
IRS990/TotalProgramServiceExpensesAmt015163373
IRS990/TotalProgramServiceRevenueAmt014508885
IRS990/TotalRevenueGrp/ExclusionAmt092047
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014508885
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014600932
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03229283
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02746295
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05152247545
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMCI TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PMCI
ReturnHeader/Filer/EIN0426167033
ReturnHeader/Filer/PhoneNum05152247545
ReturnHeader/Filer/USAddress/AddressLine1Txt010430 NEW YORK AVE SUITE F
ReturnHeader/Filer/USAddress/CityNm0URBANDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050322
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId010637D6A6B1BECE7EDBDD541E4C064C83ABC94BC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CF8051CA1996F51273878CF5C0CF0181AC9EEA30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.142.51.230
ReturnHeader/FilingSecurityInformation/IPDt02019-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:41:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421104473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGOWEN HURST CLARK & SMITH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 W LAKES PKWY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050266
ReturnHeader/PreparerPersonGrp/PhoneNum05152883279
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S JAMES SMITH CPA
ReturnHeader/ReturnTs02019-10-11T09:41:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,746,295
Liabilities
$72,786
Net assets
$2,673,509
Revenue
$14,600,932
Expenses
$15,163,373
Net income
-$562,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.26$4.59$16.2$16.1$0.15
2024Summary only. Only limited summary data is available for this year.$4.45$0.15$4.29$16.7$17.0$0.30
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$0.09$4.45$15.0$14.9$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.07$4.29$14.9$14.4$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.10$4.35$14.7$13.8$0.92
2020Summary only. Only limited summary data is available for this year.$3.38$0.05$3.33$14.5$14.0$0.58
2019Detailed filing. Detailed filing data is available for this year.$2.75$0.07$2.67$14.6$15.2$0.56
2018Summary only. Only limited summary data is available for this year.$3.23$0.10$3.13$12.2$11.4$0.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.06$2.38$10.6$10.7$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.06$2.46$10.9$10.5$0.40
2015Summary only. Only limited summary data is available for this year.$2.15$0.13$2.02$10.4$10.1$0.34
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.05$1.68$9.89$10.2$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.07$1.97$8.61
2012Summary only. Only limited summary data is available for this year.$1.96$0.17$1.80$7.44$7.58$0.14