Civic Intelligence

Iron Workers Welfare Fund

990 • Fiscal year 2016 • EIN 72-0506999

Aug 01, 2015 to Jul 31, 2016 • Filed on Mar 10, 2017

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

67th percentile

0.16x

Higher debt load relative to assets than 67% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

0.48x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

21st percentile

-7.1%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

29th percentile

-2.4%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-12%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$10,530,475

Down $257,627 (-2.4%) from 2015

Net Assets

Down

$8,842,184

Down $77,250 (-0.9%) from 2015

Liabilities

Down

$1,688,291

Down $180,377 (-9.7%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin21st percentile

Revenue

Down

$3,528,399

Down $458,968 (-12%) from 2015

Expenses

Down

$3,779,577

Down $212,042 (-5.3%) from 2015

Net Income

Down

-$251,178

Down $246,926 (-5807%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2016

Assets$10,530,475
Liabilities$1,688,291
Net Assets$8,842,184
Open 2016 Filing

Operations Trend

Revenue Growth16th 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

2016

Revenue$3,528,399
Expenses$3,779,577
Net Income-$251,178
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Mar 10, 2017
Return Version
2015v3.0
Gross Receipts
$5,566,055
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,961,360$9,694,924▼ $266,436
Accounts Receivable$447,982$423,705▼ $24,277
Savings and Temporary Cash Investments$318,153$278,798▼ $39,355
Cash and Non-Interest-Bearing Accounts$60,607$133,048▲ $72,441
Total Assets$10,788,102$10,530,475▼ $257,627
Liabilities
Other Liabilities$1,848,178$1,625,165▼ $223,013
Accounts Payable and Accrued Expenses$20,490$63,126▲ $42,636
Total Liabilities$1,868,668$1,688,291▼ $180,377
Net Assets / Fund Balance
Unrestricted Net Assets$8,919,434$8,842,184▼ $77,250
Total Net Assets Fund Balance$8,919,434$8,842,184▼ $77,250
Total Liabilities and Net Assets / Fund Balance$10,788,102$10,530,475▼ $257,627
Compensation and Service Providers
Top Officer Pay46th 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$239,246
Zenith American SolutionsAdministrative2450 Severn Ave, Metairie, LA 70001$166,904
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,268,473
Investment Income
$251,384
Other Revenue
$8,542
Change in Net Assets
$-251,178

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,528,399
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$173,928
Total Revenue per Audited Statements
$3,702,327
Total Revenue per Form 990
$3,528,399
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$586,809
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---$3,192,768
Fees for Services Other---$204,432
Fees for Services Management---$170,149
Fees for Service Investment Mgmnt Fees---$35,172
Fees for Services Accounting---$24,421
Office Expenses---$23,787
Fees for Services Legal---$19,457
Other Expenses---$5,118
Insurance---$220
Total Functional Expenses$0$0$0$3,779,577

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,002,750
Expenses per Audited Statements$3,779,577
Total Expenses per Form 990$3,779,577
Expenses Not Reported on Form 990$223,173
Expenses Not Reported on Financial Statements$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
Hour Bank Liability$1,200,165
Claims Incurred Liability$300,000
Claims Payable$125,000
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
2017-03-10
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, 2016 and 2015. With few exceptions, the Plan is no longer subject to income tax examinations by tax authorities for fiscal years preceding July 31, 2012.”

Part XII, Line 2D - Other Adjustments:

“Change in IBNR 188,173. Change in Hour Bank 35,000.”

Raw XML AppendixShowing 400 of 409 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/RevenueSubtotalAmt03528399
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, 2016 and 2015. With few exceptions, the Plan is no longer subject to income tax examinations by tax authorities for fiscal years preceding July 31, 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in IBNR 188,173. Change in Hour Bank 35,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03779577
IRS990ScheduleD/TotalLiabilityAmt01625165
IRS990ScheduleD/TotalRevenuePerForm990Amt03528399
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03702327
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04002750
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 for Sch R Part III and IV is maintained by the Fund administrator
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 for Sch R Part III and IV is maintained by the Fund administrator
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/EIN0726032179
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1721303411
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(a)
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/TotalAssetsBOYAmt010788102
IRS990/TotalAssetsEOYAmt010530475
IRS990/TotalAssetsGrp/BOYAmt010788102
IRS990/TotalAssetsGrp/EOYAmt010530475
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03779577
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01868668
IRS990/TotalLiabilitiesEOYAmt01688291
IRS990/TotalLiabilitiesGrp/BOYAmt01868668
IRS990/TotalLiabilitiesGrp/EOYAmt01688291
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08919434
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08842184
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03268473
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0268229
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03260170
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03528399
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010788102
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010530475
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt08919434
IRS990/UnrestrictedNetAssetsGrp/EOYAmt08842184
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip S Dozier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum05048311544
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-10
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,530,475
Liabilities
$1,688,291
Net assets
$8,842,184
Revenue
$3,528,399
Expenses
$3,779,577
Net income
-$251,178
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