Civic Intelligence

Gig Harbor Firefighters Union Health & Welfare Trust

990 • Fiscal year 2020 • EIN 46-6220670

Nov 01, 2019 to Oct 31, 2020 • Filed on May 10, 2021

Organization ProfileGIGHARBORUNIONTRUST.WEEBLY.COM

View Organization Page

PO Box 518Gig Harbor, WA 98335

(253) 307-8341

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.03x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$25,091

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-4.8%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$8,101,865

Up $1,080,012 (+15%) from 2019

Net Assets

Up

$8,005,973

Up $1,129,875 (+16%) from 2019

Liabilities

Down

$95,892

Down $49,863 (-34%) from 2019

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin85th percentile

Revenue

Down

$3,347,810

Down $167,062 (-4.8%) from 2019

Expenses

Up

$2,239,242

Up $273,949 (+14%) from 2019

Net Income

Down

$1,108,568

Down $441,011 (-28%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$15M$10M$5.0M$0Assets 2014: $599,394Liabilities 2014: $0Net Assets 2014: $599,3942014Assets 2015: $3,156,295Liabilities 2015: $195,884Net Assets 2015: $2,960,4112015Assets 2016: $4,014,621Liabilities 2016: $244,207Net Assets 2016: $3,770,4142016Assets 2017: $4,790,369Liabilities 2017: $391,298Net Assets 2017: $4,399,0712017Assets 2018: $5,514,482Liabilities 2018: $262,635Net Assets 2018: $5,251,8472018Assets 2019: $7,021,853Liabilities 2019: $145,755Net Assets 2019: $6,876,0982019Assets 2020: $8,101,865Liabilities 2020: $95,892Net Assets 2020: $8,005,9732020Assets 2021: $8,971,672Liabilities 2021: $112,669Net Assets 2021: $8,859,0032021Assets 2022: $8,874,069Liabilities 2022: $362,987Net Assets 2022: $8,511,0822022Assets 2023: $9,881,243Liabilities 2023: $246,652Net Assets 2023: $9,634,5912023Assets 2024: $11,536,967Liabilities 2024: $608,958Net Assets 2024: $10,928,0092024

Highlighted filing

2020

Assets$8,101,865
Liabilities$95,892
Net Assets$8,005,973
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2014: $1,982,199Expenses 2014: $1,635,890Net Income 2014: $346,3092014Revenue 2015: $2,406,067Expenses 2015: $2,137,168Net Income 2015: $268,8992015Revenue 2016: $2,834,402Expenses 2016: $2,024,399Net Income 2016: $810,0032016Revenue 2017: $2,815,321Expenses 2017: $2,263,843Net Income 2017: $551,4782017Revenue 2018: $2,987,256Expenses 2018: $2,134,480Net Income 2018: $852,7762018Revenue 2019: $3,514,872Expenses 2019: $1,965,293Net Income 2019: $1,549,5792019Revenue 2020: $3,347,810Expenses 2020: $2,239,242Net Income 2020: $1,108,5682020Revenue 2021: $3,802,450Expenses 2021: $2,914,249Net Income 2021: $888,2012021Revenue 2022: $4,314,596Expenses 2022: $4,128,635Net Income 2022: $185,9612022Revenue 2023: $4,851,773Expenses 2023: $3,766,511Net Income 2023: $1,085,2622023Revenue 2024: $4,818,753Expenses 2024: $3,921,512Net Income 2024: $897,2412024

Highlighted filing

2020

Revenue$3,347,810
Expenses$2,239,242
Net Income$1,108,568
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
May 10, 2021
Return Version
2019v5.1
Gross Receipts
$3,347,810
Mission and Program Overview

Mission

To provide health and welfare benefits to qualified participants including active and retired employees of gig harbor fire and medic one and their dependents. Plan assets are held in a trust. The plan is subject to the provisions of the employee retirement income security act of 1974 (erisa), as amended.

To provide health and welfare benefits to qualified participants including active and retired employees of gig harbor fire and medic one and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,876,098$8,005,973▲ $1,129,875
Investments in Publicly Traded Securities$4,639,587$5,745,001▲ $1,105,414
Cash and Non-Interest-Bearing Accounts$2,321,005$2,113,348▼ $207,657
Accounts Receivable$61,261$243,516▲ $182,255
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$7,021,853$8,101,865▲ $1,080,012
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$145,755$95,892▼ $49,863
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$145,755$95,892▼ $49,863
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,876,098$8,005,973▲ $1,129,875
Total Liabilities and Net Assets / Fund Balance$7,021,853$8,101,865▲ $1,080,012
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joel SchwarzGeneral Manager/consultantPT$25,091$25,091

Board Members and Trustees

NameTitle
Michael DumasChairman
Calvin JohnstonTrustee
Jake FlickTrustee
Nick MartinTrustee
Ronald WasmundTrustee (Part Year)
John DowerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,260,237
Investment Income
$87,573
Other Revenue
$0
Change in Net Assets
$1,108,568

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,341,665
Revenue Not Reported on Financial Statements
$6,145
Revenue Not Reported on Form 990
$21,307
Total Revenue per Audited Statements
$3,362,972
Total Revenue per Form 990
$3,347,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$259,453
Salaries, Compensation, and Employee Benefits$21,473
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,958,316
Fees for Services Other---$90,466
Fees for Services Accounting---$31,315
Fees for Services Management---$25,716
Current Officers, Directors, Trustees, and Key Employees---$21,473
All Other Expenses---$13,734
Other Expenses---$8,860
Insurance---$7,991
Occupancy---$7,200
Travel---$6,998
Fees for Service Investment Mgmnt Fees---$6,145
Conferences and Meetings---$5,373
Office Expenses---$4,712
Fees for Services Legal---$3,207
Total Functional Expenses$0$0$0$2,239,242

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,239,242
Expenses per Audited Statements$2,233,097
Total Expenses per Audited Statements$2,233,097
Expenses Not Reported on Financial Statements$6,145
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Trust manager contracted to administer trust activities as directed by trustees.”

Form 990, Part VI, Section A, Line 7A

“Of the 5 trustees positions, 3 are appointed by the current union elected president when the positions become vacant, and the 2 remaining positions are democratically elected by the union membership when vacant.”

Form 990, Part VI, Section B, Line 11B

“Trust manager reviews form 990 along with the secretary treasurer trustee prior to review of all trustees at a trustee meeting.”

Form 990, Part VI, Section B, Line 12C

“At each trustee meeting, trustees are given the opportunity to relay any potential conflicts and the body determines any restrictions if needed.”

Form 990, Part VI, Section C, Line 19

“Trust agreements and policies posted 24/7 on trust website”

Filing and Contact Details

Filer

Filer Name
Gig Harbor Firefighters Union
EIN
46-6220670
In Care Of
% LUCENT HEALTH
Phone
2533078341
Address
PO BOX 518, GIG HARBOR, WA 98335

Signing Officer

Name
Michael Dumas
Title
Chairman
Phone
2533078341
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Dumas
Formed
2012
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bkd Llp
Address
111 South Tejon Suite 800, Colorado Springs, CO 80903-9848
Preparer
Adam R Smith CPA
Phone
7194714290
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“Uncertain Tax Positions: management has evaluated their income tax positions under guidance included in asc 740. based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Raw XML Appendix394 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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IRS990/OtherExpensesGrp/Desc0AMPS EXPENSE
IRS990/OtherExpensesGrp/Desc1HEALTHJOY
IRS990/OtherExpensesGrp/Desc2UM AND PPO SERVICE FEES
IRS990/OtherExpensesGrp/Desc3HRA CLAIMS
IRS990/OtherExpensesGrp/TotalAmt029361
IRS990/OtherExpensesGrp/TotalAmt18580
IRS990/OtherExpensesGrp/TotalAmt29795
IRS990/OtherExpensesGrp/TotalAmt38860
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MICHAEL DUMAS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525120
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03260237
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03260237
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01702827
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt085504
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0241619
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03429368
IRS990/PYRevenuesLessExpensesAmt01549579
IRS990/PYSalariesCompEmpBnftPaidAmt020847
IRS990/PYTotalExpensesAmt01965293
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03514872
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01108568
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06876098
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08005973
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06145
IRS990ScheduleD/ExpensesSubtotalAmt02233097
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06145
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06145
IRS990ScheduleD/NetUnrealizedGainsInvstAmt021307
IRS990ScheduleD/RevenueNotReportedAmt021307
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06145
IRS990ScheduleD/RevenueSubtotalAmt03341665
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Uncertain Tax Positions: management has evaluated their income tax positions under guidance included in asc 740. based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt02239242
IRS990ScheduleD/TotalRevenuePerForm990Amt03347810
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03362972
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02233097
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUST MANAGER CONTRACTED TO ADMINISTER TRUST ACTIVITIES AS DIRECTED BY TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OF THE 5 TRUSTEES POSITIONS, 3 ARE APPOINTED BY THE CURRENT UNION ELECTED PRESIDENT WHEN THE POSITIONS BECOME VACANT, AND THE 2 REMAINING POSITIONS ARE DEMOCRATICALLY ELECTED BY THE UNION MEMBERSHIP WHEN VACANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUST MANAGER REVIEWS FORM 990 ALONG WITH THE SECRETARY TREASURER TRUSTEE PRIOR TO REVIEW OF ALL TRUSTEES AT A TRUSTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT EACH TRUSTEE MEETING, TRUSTEES ARE GIVEN THE OPPORTUNITY TO RELAY ANY POTENTIAL CONFLICTS AND THE BODY DETERMINES ANY RESTRICTIONS IF NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUST AGREEMENTS AND POLICIES POSTED 24/7 ON TRUST WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07021853
IRS990/TotalAssetsEOYAmt08101865
IRS990/TotalAssetsGrp/BOYAmt07021853
IRS990/TotalAssetsGrp/EOYAmt08101865
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02239242
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0145755
IRS990/TotalLiabilitiesEOYAmt095892
IRS990/TotalLiabilitiesGrp/BOYAmt0145755
IRS990/TotalLiabilitiesGrp/EOYAmt095892
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06876098
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08005973
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03260237
IRS990/TotalReportableCompFromOrgAmt025091
IRS990/TotalRevenueGrp/ExclusionAmt087573
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03260237
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03347810
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07021853
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08101865
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt06998
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 518
IRS990/USAddress/CityNm0GIG HARBOR
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098335
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0GIGHARBORUNIONTRUST.WEEBLY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DUMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02533078341
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GIG HARBOR FIREFIGHTERS UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GIGH
ReturnHeader/Filer/EIN0466220670
ReturnHeader/Filer/InCareOfNm0% LUCENT HEALTH
ReturnHeader/Filer/PhoneNum02533078341
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 518
ReturnHeader/Filer/USAddress/CityNm0GIG HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098335
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 South Tejon Suite 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0809039848
ReturnHeader/PreparerPersonGrp/PhoneNum07194714290
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam R Smith CPA
ReturnHeader/ReturnTs02021-05-12T10:26:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,101,865
Liabilities
$95,892
Net assets
$8,005,973
Revenue
$3,347,810
Expenses
$2,239,242
Net income
$1,108,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.61$10.9$4.82$3.92$0.90
2023Detailed filing. Detailed filing data is available for this year.$9.88$0.25$9.63$4.85$3.77$1.09
2022Detailed filing. Detailed filing data is available for this year.$8.87$0.36$8.51$4.31$4.13$0.19
2021Detailed filing. Detailed filing data is available for this year.$8.97$0.11$8.86$3.80$2.91$0.89
2020Detailed filing. Detailed filing data is available for this year.$8.10$0.10$8.01$3.35$2.24$1.11
2019Detailed filing. Detailed filing data is available for this year.$7.02$0.15$6.88$3.51$1.97$1.55
2018Detailed filing. Detailed filing data is available for this year.$5.51$0.26$5.25$2.99$2.13$0.85
2017Detailed filing. Detailed filing data is available for this year.$4.79$0.39$4.40$2.82$2.26$0.55
2016Summary only. Only limited summary data is available for this year.$4.01$0.24$3.77$2.83$2.02$0.81
2015Summary only. Only limited summary data is available for this year.$3.16$0.20$2.96$2.41$2.14$0.27
2014Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$1.98$1.64$0.35