Civic Intelligence

W G Yates & Sons Construction Co

990 • Fiscal year 2020 • EIN 58-2048957

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

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

89th percentile

0.44x

Higher debt load relative to assets than 89% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

49th percentile

5.1%

Higher net margin than 49% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Revenue Growth

75th percentile

8.5%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,171,282

Up $1,289,853 (+1088%) from 2019

Net Assets

Up

$659,615

Up $778,186 (+656%) from 2019

Liabilities

Up

$511,667

Up $511,667 from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin49th percentile

Revenue

Up

$15,137,472

Up $1,190,565 (+8.5%) from 2019

Expenses

Up

$14,359,286

Up $314,143 (+2.2%) from 2019

Net Income

Up

$778,186

Up $876,422 (+892%) from 2019

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

2020

Assets$1,171,282
Liabilities$511,667
Net Assets$659,615
Open 2020 Filing

Operations Trend

Revenue Growth75th 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

2020

Revenue$15,137,472
Expenses$14,359,286
Net Income$778,186
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.1
Gross Receipts
$15,137,472
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
Cash and Non-Interest-Bearing Accounts$-768,706$1,171,282▲ $1,939,988
Rtn Earn Endowment Incm Other Fnds$-118,571$659,615▲ $778,186
Savings and Temporary Cash Investments$650,135$0▼ $650,135
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→ $0
Total Assets$-118,571$1,171,282▲ $1,289,853
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$511,667▲ $511,667
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
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$511,667▲ $511,667
Net Assets / Fund Balance
Total Net Assets Fund Balance$-118,571$659,615▲ $778,186
Total Liabilities and Net Assets / Fund Balance$-118,571$1,171,282▲ $1,289,853
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
William G Yates JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$15,134,592
Investment Income
$2,880
Other Revenue
$0
Change in Net Assets
$778,186

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,137,472
Total Revenue per Audited Statements
$15,137,472
Total Revenue per Form 990
$15,137,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,209,464
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$10,149,822--$10,149,822
Insurance$2,854,591--$2,854,591
Other Expenses$239,927--$239,927
Total Functional Expenses$14,359,286$0$0$14,359,286

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,359,286
Total Expenses per Audited Statements$14,359,286
Total Expenses per Form 990$14,359,286
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Overdraft$511,667
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, 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
2021-10-26
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
Raw XML Appendix344 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THIS 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt010149822
IRS990/BenefitsToMembersGrp/TotalAmt010149822
IRS990/BooksInCareOfDetail/PersonNm0BRANDON DUNN
IRS990/BooksInCareOfDetail/PhoneNum06016565411
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 GULLY AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd039350
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0-768706
IRS990/CashNonInterestBearingGrp/EOYAmt01171282
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt010149822
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02880
IRS990/CYOtherExpensesAmt04209464
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt015134592
IRS990/CYRevenuesLessExpensesAmt0778186
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt014359286
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015137472
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE TRUST HOLDS AND INVESTS ASSETS FOR THE W. G. YATES & SONS CONSTRUCTION COMPANY MEDICAL BENEFITS PLAN.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt014359286
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM G YATES JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt015137472
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt02854591
IRS990/InsuranceGrp/TotalAmt02854591
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02880
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02880
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MS
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0-118571
IRS990/NetAssetsOrFundBalancesEOYAmt0659615
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BROKER FEES & COMMISSIONS
IRS990/OtherExpensesGrp/Desc1OTHER, NET
IRS990/OtherExpensesGrp/Desc2WELLNESS PROGRAM FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0537104
IRS990/OtherExpensesGrp/ProgramServicesAmt1577842
IRS990/OtherExpensesGrp/ProgramServicesAmt2239927
IRS990/OtherExpensesGrp/TotalAmt0537104
IRS990/OtherExpensesGrp/TotalAmt1577842
IRS990/OtherExpensesGrp/TotalAmt2239927
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0511667
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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/PrincipalOfficerNm0WILLIAM G YATES JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2REINSURANCE BENEFITS
IRS990/ProgramServiceRevenueGrp/Desc3COBRA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07978376
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16973811
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt244218
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3138187
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07978376
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16973811
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt244218
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3138187
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt010017095
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010429
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04028048
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt013936478
IRS990/PYRevenuesLessExpensesAmt0-98236
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt014045143
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013946907
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0778186
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-118571
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0659615
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0650135
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt014359286
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0511667
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OVERDRAFT
IRS990ScheduleD/RevenueSubtotalAmt015137472
IRS990ScheduleD/TotalExpensesPerForm990Amt014359286
IRS990ScheduleD/TotalLiabilityAmt0511667
IRS990ScheduleD/TotalRevenuePerForm990Amt015137472
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015137472
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014359286
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990 COPY OF THE FORM 990 PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS DISCLOSURE EXPLANATION TRUST DOCUMENT IS AVAILABLE TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0-118571
IRS990/TotalAssetsEOYAmt01171282
IRS990/TotalAssetsGrp/BOYAmt0-118571
IRS990/TotalAssetsGrp/EOYAmt01171282
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014359286
IRS990/TotalFunctionalExpensesGrp/TotalAmt014359286
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0511667
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0511667
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-118571
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0659615
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt014359286
IRS990/TotalProgramServiceRevenueAmt015134592
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015137472
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015137472
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0-118571
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01171282
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/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM G YATES JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06016932841
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
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/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/PreparationDt02021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN L WEBB
ReturnHeader/ReturnTs02021-11-15T15:55:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YATES JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,171,282
Liabilities
$511,667
Net assets
$659,615
Revenue
$15,137,472
Expenses
$14,359,286
Net income
$778,186
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)9 • $10M-$25M nonprofits