Civic Intelligence

W G Yates & Sons Construction Co

990 • Fiscal year 2019 • EIN 58-2048957

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 21, 2020

Organization ProfileN/A

View Organization Page

PO Box 456Philadelphia, MS 39350-0456

(601) 656-5411

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

29th percentile

-0.7%

Higher net margin than 29% 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

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-0.6%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

-$118,571

Down $98,236 (-483%) from 2018

Net Assets

Down

-$118,571

Down $98,236 (-483%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin29th percentile

Revenue

Down

$13,946,907

Down $84,368 (-0.6%) from 2018

Expenses

Down

$14,045,143

Down $277,912 (-1.9%) from 2018

Net Income

Up

-$98,236

Up $193,544 (+66%) from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets-$118,571
Liabilities$0
Net Assets-$118,571
Open 2019 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$13,946,907
Expenses$14,045,143
Net Income-$98,236
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 21, 2020
Return Version
2019v5.1
Gross Receipts
$13,946,907
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.

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 affiliates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$609,430$650,135▲ $40,705
Accounts Receivable$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
Investments in Publicly Traded Securities$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→ $0
Rtn Earn Endowment Incm Other Fnds$-20,335$-118,571▼ $98,236
Cash and Non-Interest-Bearing Accounts$-629,765$-768,706▼ $138,941
Other Assets Total$0$0→ $0
Total Assets$-20,335$-118,571▼ $98,236
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
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$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$-20,335$-118,571▼ $98,236
Total Liabilities and Net Assets / Fund Balance$-20,335$-118,571▼ $98,236
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
$13,936,478
Investment Income
$10,429
Other Revenue
$0
Change in Net Assets
$-98,236

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,946,907
Total Revenue per Audited Statements
$13,946,907
Total Revenue per Form 990
$13,946,907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,028,048
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$10,017,095--$10,017,095
Insurance$3,010,054--$3,010,054
Fees for Services Other$1,017,994--$1,017,994
Total Functional Expenses$14,045,143$0$0$14,045,143

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,045,143
Total Expenses per Audited Statements$14,045,143
Total Expenses per Form 990$14,045,143
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
Subject to proxy tax
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
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

Form 990, Part VI, Line 11B

“Organization's process to review form 990 copy of the form 990 provided to the trustee for review prior to being filed.”

Form 990, Part VI, Line 19

“Governing documents disclosure explanation trust document is available to public upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
William G Yates Jr
Title
Trustee
Phone
6016932841
Signed
2020-10-21
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

Preparer

Firm
Rea Shaw Giffin & Stuart Llp
Address
PO Box 2090, MERIDIAN, MS 39302
Preparer
Alan L Webb
Phone
6016932841
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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/TotalFunctionalExpensesGrp/TotalAmt014045143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-20335
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-118571
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt014045143
IRS990/TotalProgramServiceRevenueAmt013936478
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010429
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013936478
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013946907
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0-20335
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0-118571
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 456
IRS990/USAddress/CityNm0PHILADELPHIA
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd0393500456
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM G YATES JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06016932841
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W G YATES & SONS CONSTRUCTION CO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEDICAL BENEFITS PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WGYA
ReturnHeader/Filer/EIN0582048957
ReturnHeader/Filer/InCareOfNm0% BRANDON DUNN
ReturnHeader/Filer/PhoneNum06016565411
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 456
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd0393500456
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D0478E74521C6C4748EC512005D1BF37B0090089
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0905A51EA7431F092353C869D4BAEDF0D97BDA9C6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId064009220203165000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.33.90.39
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA SHAW GIFFIN & STUART LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2090
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERIDIAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039302
ReturnHeader/PreparerPersonGrp/PhoneNum06016932841
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN L WEBB
ReturnHeader/ReturnTs02020-11-11T08:43:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
-$118,571
Liabilities
$0
Net assets
-$118,571
Revenue
$13,946,907
Expenses
$14,045,143
Net income
-$98,236
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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • $10M-$25M nonprofits