Civic Intelligence

W G Yates & Sons Construction Co Medical Benefits Plan Trust

EIN 58-2048957 • 501(c)9 • Philadelphia, MS

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Profile

This is a trust that holds and invests assets of the medical benefit plan which provides medical benefits for the employees of w. G. Yates & sons construction company and affiliated companies.

PO Box 456Philadelphia, MS 39350-0456

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

1.21x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.05x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

21st percentile

-5.5%

Higher net margin than 21% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

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.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

9.1%

Faster revenue growth than 57% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$686,522

Down $652,633 (-49%) from 2023

Liabilities

Up

$829,760

Up $347,753 (+72%) from 2023

Net Assets

Down

-$143,238

Down $1,000,386 (-117%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin21st percentile

Revenue

Up

$18,178,152

Up $1,517,886 (+9.1%) from 2023

Expenses

Up

$19,178,538

Up $3,348,193 (+21%) from 2023

Net Income

Down

-$1,000,386

Down $1,830,307 (-221%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500KAssets 2011: $284,365Liabilities 2011: $0Net Assets 2011: $284,3652011Assets 2012: -$99,942Liabilities 2012: $0Net Assets 2012: -$99,9422012Assets 2013: -$131,021Liabilities 2013: $0Net Assets 2013: -$131,0212013Assets 2014: -$414,990Liabilities 2014: $0Net Assets 2014: -$414,9902014Assets 2015: $457,508Liabilities 2015: $0Net Assets 2015: $457,5082015Assets 2016: $560,219Liabilities 2016: $0Net Assets 2016: $560,2192016Assets 2017: $271,445Liabilities 2017: $0Net Assets 2017: $271,4452017Assets 2018: -$20,335Liabilities 2018: $0Net Assets 2018: -$20,3352018Assets 2019: -$118,571Liabilities 2019: $0Net Assets 2019: -$118,5712019Assets 2020: $1,171,282Liabilities 2020: $511,667Net Assets 2020: $659,6152020Assets 2021: $374,510Liabilities 2021: $481,332Net Assets 2021: -$106,8222021Assets 2022: $539,237Liabilities 2022: $512,010Net Assets 2022: $27,2272022Assets 2023: $1,339,155Liabilities 2023: $482,007Net Assets 2023: $857,1482023Assets 2024: $686,522Liabilities 2024: $829,760Net Assets 2024: -$143,2382024

Highlighted filing

2024

Assets$686,522
Liabilities$829,760
Net Assets-$143,238
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MExpenses 2011: $8,262,9542011Expenses 2012: $9,469,2092012Revenue 2013: $11,597,199Expenses 2013: $11,628,278Net Income 2013: -$31,0792013Revenue 2014: $14,103,564Expenses 2014: $14,387,533Net Income 2014: -$283,9692014Revenue 2015: $14,146,085Expenses 2015: $13,273,587Net Income 2015: $872,4982015Revenue 2016: $13,313,443Expenses 2016: $13,210,732Net Income 2016: $102,7112016Revenue 2017: $15,819,331Expenses 2017: $16,108,105Net Income 2017: -$288,7742017Revenue 2018: $14,031,275Expenses 2018: $14,323,055Net Income 2018: -$291,7802018Revenue 2019: $13,946,907Expenses 2019: $14,045,143Net Income 2019: -$98,2362019Revenue 2020: $15,137,472Expenses 2020: $14,359,286Net Income 2020: $778,1862020Revenue 2021: $14,283,332Expenses 2021: $15,049,769Net Income 2021: -$766,4372021Revenue 2022: $14,593,868Expenses 2022: $14,459,819Net Income 2022: $134,0492022Revenue 2023: $16,660,266Expenses 2023: $15,830,345Net Income 2023: $829,9212023Revenue 2024: $18,178,152Expenses 2024: $19,178,538Net Income 2024: -$1,000,3862024

Highlighted filing

2024

Revenue$18,178,152
Expenses$19,178,538
Net Income-$1,000,386
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$686,522
Liabilities
$829,760
Net assets
-$143,238
Revenue
$18,178,152
Expenses
$19,178,538
Net income
-$1,000,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.83$0.14$18.2$19.2$1.00
2023Summary only. Only limited summary data is available for this year.$1.34$0.48$0.86$16.7$15.8$0.83
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.51$0.03$14.6$14.5$0.13
2021Summary only. Only limited summary data is available for this year.$0.37$0.48$0.11$14.3$15.0$0.77
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.51$0.66$15.1$14.4$0.78
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$13.9$14.0$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$14.0$14.3$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$15.8$16.1$0.29
2016Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$13.3$13.2$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$14.1$13.3$0.87
2014Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$14.1$14.4$0.28
2013Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$11.6$11.6$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$9.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$8.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$18,178,152
Mission and Program Overview

Mission

This is a trust that holds and invests assets of the medical benefit plan which provides medical benefits for the employees of w. G. Yates & sons construction company and affiliated companies.

Hold and invest assets of the medical benefit plan to provide benefits for employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,339,155$686,522▼ $652,633
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$857,148$-143,238▼ $1,000,386
Total Assets$1,339,155$686,522▼ $652,633
Liabilities
Other Liabilities$482,007$829,760▲ $347,753
Total Liabilities$482,007$829,760▲ $347,753
Net Assets / Fund Balance
Total Net Assets Fund Balance$857,148$-143,238▼ $1,000,386
Total Liabilities and Net Assets / Fund Balance$1,339,155$686,522▼ $652,633
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
William G Yates JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,148,180
Investment Income
$29,972
Other Revenue
$0
Change in Net Assets
$-1,000,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,178,152
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$18,178,152
Total Revenue per Form 990
$18,178,152
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,151,299
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$14,027,239--$14,027,239
Insurance$2,701,637--$2,701,637
Fees for Service Investment Mgmnt Fees$845,445--$845,445
Other Expenses$309,553--$309,553
Total Functional Expenses$19,178,538$0$0$19,178,538

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$19,178,538
Total Expenses per Audited Statements$19,178,538
Total Expenses per Form 990$19,178,538
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Overdraft$829,760
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The organization's process is to review form 990 before e-filing the return.”

Form 990, Part VI, Section C, line 19

“Governing documents, conflicts of interest policies, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
W G Yates & Sons Construction Co
EIN
58-2048957
Phone
6016565411
Address
PO BOX 456, PHILADELPHIA, MS 39350-0456

Signing Officer

Name
William G Yates Jr
Title
Trustee
Phone
6016565411
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William G Yates Jr
Formed
1992
Legal Domicile
Ms
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rea Shaw Giffin & Stuart Llp
Address
2415 9th St, Meridian, MS 39301
Preparer
Shawna L Post
Phone
6016932841
Raw XML Appendix278 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/ActivitiesConductedPrtshpInd00
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IRS990/AuditCommitteeInd01
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IRS990/BenefitsToMembersGrp/TotalAmt014027239
IRS990/BooksInCareOfDetail/PersonNm0BRANDON DUNN
IRS990/BooksInCareOfDetail/PhoneNum06016565411
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 GULLY AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
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IRS990/CashNonInterestBearingGrp/EOYAmt0686522
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt029972
IRS990/CYOtherExpensesAmt05151299
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-1000386
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalFundraisingExpenseAmt00
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
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IRS990/EmployeeCnt00
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IRS990/FamilyOrBusinessRlnInd00
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt018178152
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02701637
IRS990/InsuranceGrp/TotalAmt02701637
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt029972
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029972
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MS
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THIS IS A TRUST THAT HOLDS AND INVESTS ASSETS OF THE MEDICAL BENEFIT PLAN WHICH PROVIDES MEDICAL BENEFITS FOR THE EMPLOYEES OF W. G. YATES & SONS CONSTRUCTION COMPANY AND AFFILIATED COMPANIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0857148
IRS990/NetAssetsOrFundBalancesEOYAmt0-143238
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES, NET
IRS990/OtherExpensesGrp/Desc1MEDICAL ADMIN. COSTS
IRS990/OtherExpensesGrp/Desc2WELLNESS PROGRAM FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0705595
IRS990/OtherExpensesGrp/ProgramServicesAmt1589069
IRS990/OtherExpensesGrp/ProgramServicesAmt2309553
IRS990/OtherExpensesGrp/TotalAmt0705595
IRS990/OtherExpensesGrp/TotalAmt1589069
IRS990/OtherExpensesGrp/TotalAmt2309553
IRS990/OtherLiabilitiesGrp/BOYAmt0482007
IRS990/OtherLiabilitiesGrp/EOYAmt0829760
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
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IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2COBRA
IRS990/ProgramServiceRevenueGrp/Desc3REINSURANCE BENEFITS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010972189
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17080136
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt295616
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17080136
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt295616
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3239
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990ScheduleD/ExpensesSubtotalAmt019178538
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OVERDRAFT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0482007
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0857148
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-143238
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IRS990/TotalVolunteersCnt00
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IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM G YATES JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06016565411
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W G YATES & SONS CONSTRUCTION CO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02415 9th St
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWNA L POST
ReturnHeader/ReturnTs02025-10-24T09:09:29-05:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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