Civic Intelligence

W G Yates & Sons Construction Co

990 • Fiscal year 2023 • EIN 58-2048957

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

87th percentile

0.36x

Higher debt load relative to assets than 87% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.03x

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

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

56th percentile

5.0%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Asset Growth

98th percentile

148%

Faster asset growth than 98% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

14%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets87th percentile

Assets

Flat

$1,339,155

Flat from 2023

Net Assets

Flat

$857,148

Flat from 2023

Liabilities

Flat

$482,007

Flat from 2023

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin56th percentile

Revenue

Flat

$16,660,266

Flat from 2023

Expenses

Flat

$15,830,345

Flat from 2023

Net Income

Flat

$829,921

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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 2023: $1,339,155Liabilities 2023: $482,007Net Assets 2023: $857,1482023Assets 2024: $686,522Liabilities 2024: $829,760Net Assets 2024: -$143,2382024

Highlighted filing

2023

Assets$1,339,155
Liabilities$482,007
Net Assets$857,148
Open 2023 Filing

Operations Trend

Revenue Growth73rd 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 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

2023

Revenue$16,660,266
Expenses$15,830,345
Net Income$829,921
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$16,660,266
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$539,237$1,339,155▲ $799,918
Rtn Earn Endowment Incm Other Fnds$27,227$857,148▲ $829,921
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$539,237$1,339,155▲ $799,918
Liabilities
Other Liabilities$512,010$482,007▼ $30,003
Total Liabilities$512,010$482,007▼ $30,003
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,227$857,148▲ $829,921
Total Liabilities and Net Assets / Fund Balance$539,237$1,339,155▲ $799,918
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
William G Yates JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,636,142
Investment Income
$24,124
Other Revenue
$0
Change in Net Assets
$829,921

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,660,266
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$16,660,266
Total Revenue per Form 990
$16,660,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,240,136
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$11,590,209--$11,590,209
Insurance$2,633,561--$2,633,561
Fees for Service Investment Mgmnt Fees$739,728--$739,728
Other Expenses$296,460--$296,460
Total Functional Expenses$15,830,345$0$0$15,830,345

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,830,345
Total Expenses per Audited Statements$15,830,345
Total Expenses per Form 990$15,830,345
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$482,007
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
2024-11-15
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 Post
Phone
6016932841
Raw XML Appendix279 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/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2OTHER INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17441289
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PROCESS IS TO REVIEW FORM 990 BEFORE E-FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM G YATES JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06016565411
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W G YATES & SONS CONSTRUCTION CO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEDICAL BENEFITS PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WGYA
ReturnHeader/Filer/EIN0582048957
ReturnHeader/Filer/PhoneNum06016565411
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 456
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd0393500456
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640295411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA SHAW GIFFIN & STUART LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02415 9th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Meridian
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039301
ReturnHeader/PreparerPersonGrp/PhoneNum06016932841
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shawna Post
ReturnHeader/ReturnTs02024-11-04T08:28:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,339,155
Liabilities
$482,007
Net assets
$857,148
Revenue
$16,660,266
Expenses
$15,830,345
Net income
$829,921
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
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.48$0.86$16.7$15.8$0.83
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