Civic Intelligence

Iron Workers Welfare Fund

990 • Fiscal year 2015 • EIN 72-0506999

Aug 01, 2014 to Jul 31, 2015 • Filed on Feb 03, 2016

Organization ProfileN/A

View Organization Page

2540 Severn Ave No 305Metairie, LA 70001

(504) 831-1544

Siviq Scores

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

Liabilities / Assets

69th percentile

0.17x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

0.47x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

39th percentile

-0.1%

Higher net margin than 39% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

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.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

47th percentile

0.4%

Faster asset growth than 47% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

27th percentile

-4.0%

Faster revenue growth than 27% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$10,788,102

Up $39,315 (+0.4%) from 2014

Net Assets

Down

$8,919,434

Down $84,368 (-0.9%) from 2014

Liabilities

Up

$1,868,668

Up $123,683 (+7.1%) from 2014

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin39th percentile

Revenue

Down

$3,987,367

Down $164,965 (-4.0%) from 2014

Expenses

Up

$3,991,619

Up $20,355 (+0.5%) from 2014

Net Income

Down

-$4,252

Down $185,320 (-102%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,866,701Liabilities 2011: $1,381,468Net Assets 2011: $7,485,2332011Assets 2012: $9,751,826Liabilities 2012: $1,494,640Net Assets 2012: $8,257,1862012Assets 2013: $10,311,769Liabilities 2013: $1,480,396Net Assets 2013: $8,831,3732013Assets 2014: $10,748,787Liabilities 2014: $1,744,985Net Assets 2014: $9,003,8022014Assets 2015: $10,788,102Liabilities 2015: $1,868,668Net Assets 2015: $8,919,4342015Assets 2016: $10,530,475Liabilities 2016: $1,688,291Net Assets 2016: $8,842,1842016Assets 2017: $9,902,446Liabilities 2017: $1,718,056Net Assets 2017: $8,184,3902017Assets 2018: $9,511,480Liabilities 2018: $1,846,229Net Assets 2018: $7,665,2512018Assets 2019: $9,761,895Liabilities 2019: $2,168,020Net Assets 2019: $7,593,8752019Assets 2020: $10,263,473Liabilities 2020: $1,529,280Net Assets 2020: $8,734,1932020Assets 2021: $11,053,459Liabilities 2021: $2,324,149Net Assets 2021: $8,729,3102021Assets 2022: $10,768,586Liabilities 2022: $2,944,398Net Assets 2022: $7,824,1882022Assets 2023: $11,729,896Liabilities 2023: $2,826,348Net Assets 2023: $8,903,5482023Assets 2024: $13,911,237Liabilities 2024: $2,370,886Net Assets 2024: $11,540,3512024

Highlighted filing

2015

Assets$10,788,102
Liabilities$1,868,668
Net Assets$8,919,434
Open 2015 Filing

Operations Trend

Revenue Growth27th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,489,1582011Expenses 2012: $2,840,8602012Expenses 2013: $2,752,8382013Revenue 2014: $4,152,332Expenses 2014: $3,971,264Net Income 2014: $181,0682014Revenue 2015: $3,987,367Expenses 2015: $3,991,619Net Income 2015: -$4,2522015Revenue 2016: $3,528,399Expenses 2016: $3,779,577Net Income 2016: -$251,1782016Revenue 2017: $3,514,832Expenses 2017: $4,276,232Net Income 2017: -$761,4002017Revenue 2018: $3,571,523Expenses 2018: $4,011,592Net Income 2018: -$440,0692018Revenue 2019: $3,760,660Expenses 2019: $3,999,130Net Income 2019: -$238,4702019Revenue 2020: $3,010,175Expenses 2020: $2,361,219Net Income 2020: $648,9562020Revenue 2021: $2,662,563Expenses 2021: $3,230,783Net Income 2021: -$568,2202021Revenue 2022: $4,698,956Expenses 2022: $4,862,923Net Income 2022: -$163,9672022Revenue 2023: $6,406,686Expenses 2023: $5,260,023Net Income 2023: $1,146,6632023Revenue 2024: $7,014,768Expenses 2024: $4,996,425Net Income 2024: $2,018,3432024

Highlighted filing

2015

Revenue$3,987,367
Expenses$3,991,619
Net Income-$4,252
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Feb 3, 2016
Return Version
2014v6.0
Gross Receipts
$5,530,808
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,918,254$9,961,360▲ $43,106
Accounts Receivable$381,771$447,982▲ $66,211
Savings and Temporary Cash Investments$430,017$318,153▼ $111,864
Cash and Non-Interest-Bearing Accounts$18,745$60,607▲ $41,862
Total Assets$10,748,787$10,788,102▲ $39,315
Liabilities
Other Liabilities$1,702,016$1,848,178▲ $146,162
Accounts Payable and Accrued Expenses$42,969$20,490▼ $22,479
Total Liabilities$1,744,985$1,868,668▲ $123,683
Net Assets / Fund Balance
Unrestricted Net Assets$9,003,802$8,919,434▼ $84,368
Total Net Assets Fund Balance$9,003,802$8,919,434▼ $84,368
Total Liabilities and Net Assets / Fund Balance$10,748,787$10,788,102▲ $39,315
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
James L Savell JrChairman
Philip DozierCo-Chairman
Herman AdamsTrustee
Mike O'ConnorTrustee
Richard MaplesTrustee
Scott MurphyTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Connecticut General Life Insurance CompaAdministrative101 Yorkshire Blvd, Lexington, KY 40509$215,622
Zenith American SolutionsAdministrative2450 Severn Ave, Metairie, LA 70001$168,900
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,559,594
Investment Income
$376,814
Other Revenue
$50,959
Change in Net Assets
$-4,252

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,987,367
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-80,116
Total Revenue per Audited Statements
$3,907,251
Total Revenue per Form 990
$3,987,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$591,505
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---$3,400,114
Fees for Services Other---$178,160
Fees for Services Management---$164,094
Fees for Service Investment Mgmnt Fees---$32,853
Fees for Services Legal---$29,471
Office Expenses---$26,005
Fees for Services Accounting---$24,121
Other Expenses---$7,260
Total Functional Expenses$0$0$0$3,991,619

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,991,619
Total Expenses per Form 990$3,991,619
Total Expenses per Audited Statements$3,845,297
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-146,322
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
Hour Bank Liability$1,388,178
Claims Incurred Liability$340,400
Claims Payable$119,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The Form 990 was provided to the Board of Trustees for their review.”

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

“Trustees review this yearly at trustee meetings.”

Form 990, Part VI, Section C, line 19

“All governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Iron Workers Welfare Fund
EIN
72-0506999
Phone
5048311544
Address
2540 Severn Ave No 305, Metairie, LA 70001

Signing Officer

Name
Philip S Dozier
Title
Co Chairman
Phone
5048311544
Signed
2016-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip S Dozier
Formed
1958
Legal Domicile
La
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Needles & Associates LLC
Address
350 Interlocken Blvd STE 360, Broomfield, CO 80021
Preparer
Kurt D Needles CPA
Phone
3034304225
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The Plan is exempt from federal income tax under Section 501(c)(9) of the Internal Revenue Code. The Plan has been amended since receiving a favorable determination letter. The Plan's administrator and legal tax counsel reviews and evaluates its tax positions to determine whether or not there are uncertain tax positions that require financial statement recognition. Based on this review, no reserves for uncertain tax positions were required to have been recorded or disclosed for the years ended July 31, 2015 and 2014. With few exceptions, the Plan is no longer subject to income tax examinations by tax authorities for fiscal years preceding July 31, 2011.”

Part XII, Line 2D - Other Adjustments:

“Change in IBNR -170,322. Change in Hour Bank 24,000.”

Raw XML AppendixShowing 400 of 404 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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IRS990ScheduleD/RevenueSubtotalAmt03987367
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan is exempt from federal income tax under Section 501(c)(9) of the Internal Revenue Code. The Plan has been amended since receiving a favorable determination letter. The Plan's administrator and legal tax counsel reviews and evaluates its tax positions to determine whether or not there are uncertain tax positions that require financial statement recognition. Based on this review, no reserves for uncertain tax positions were required to have been recorded or disclosed for the years ended July 31, 2015 and 2014. With few exceptions, the Plan is no longer subject to income tax examinations by tax authorities for fiscal years preceding July 31, 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in IBNR -170,322. Change in Hour Bank 24,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03991619
IRS990ScheduleD/TotalLiabilityAmt01848178
IRS990ScheduleD/TotalRevenuePerForm990Amt03987367
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03907251
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03845297
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 was provided to the Board of Trustees for their review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustees review this yearly at trustee meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All governing documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Info not available for Sch R Part III and IV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0LA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd070001
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0Info not available for Sch R Part III and IV
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0LA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd070001
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Mid-South Iron Workers Pension
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Mid-South Iron Workers Direct Contribution Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Provide pension benefits.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Provide pension benefits.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02450 Severn Avenue STE 305
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12450 Severn Avenue STE 305
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Metairie
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Metairie
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd070001
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd170001
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010748787
IRS990/TotalAssetsEOYAmt010788102
IRS990/TotalAssetsGrp/BOYAmt010748787
IRS990/TotalAssetsGrp/EOYAmt010788102
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03991619
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01744985
IRS990/TotalLiabilitiesEOYAmt01868668
IRS990/TotalLiabilitiesGrp/BOYAmt01744985
IRS990/TotalLiabilitiesGrp/EOYAmt01868668
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09003802
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08919434
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03559594
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0376814
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03610553
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03987367
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010748787
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010788102
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt09003802
IRS990/UnrestrictedNetAssetsGrp/EOYAmt08919434
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02540 Severn Ave No 305
IRS990/USAddress/CityNm0Metairie
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070001
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip S Dozier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum05048311544
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Iron Workers Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0720506999
ReturnHeader/Filer/PhoneNum05048311544
ReturnHeader/Filer/USAddress/AddressLine1Txt02540 Severn Ave No 305
ReturnHeader/Filer/USAddress/CityNm0Metairie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510435869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Needles & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 Interlocken Blvd STE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Broomfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080021
ReturnHeader/PreparerPersonGrp/PhoneNum03034304225
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02016-02-03T13:50:03-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,788,102
Liabilities
$1,868,668
Net assets
$8,919,434
Revenue
$3,987,367
Expenses
$3,991,619
Net income
-$4,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$2.37$11.5$7.01$5.00$2.02
2023Detailed filing. Detailed filing data is available for this year.$11.7$2.83$8.90$6.41$5.26$1.15
2022Detailed filing. Detailed filing data is available for this year.$10.8$2.94$7.82$4.70$4.86$0.16
2021Detailed filing. Detailed filing data is available for this year.$11.1$2.32$8.73$2.66$3.23$0.57
2020Detailed filing. Detailed filing data is available for this year.$10.3$1.53$8.73$3.01$2.36$0.65
2019Detailed filing. Detailed filing data is available for this year.$9.76$2.17$7.59$3.76$4.00$0.24
2018Detailed filing. Detailed filing data is available for this year.$9.51$1.85$7.67$3.57$4.01$0.44
2017Detailed filing. Detailed filing data is available for this year.$9.90$1.72$8.18$3.51$4.28$0.76
2016Detailed filing. Detailed filing data is available for this year.$10.5$1.69$8.84$3.53$3.78$0.25
2015Detailed filing. Detailed filing data is available for this year.$10.8$1.87$8.92$3.99$3.99$0.00
2014Detailed filing. Detailed filing data is available for this year.$10.7$1.74$9.00$4.15$3.97$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$1.48$8.83$2.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.75$1.49$8.26$2.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.87$1.38$7.49$2.49