Civic Intelligence

Iron Workers Welfare Fund

990 • Fiscal year 2020 • EIN 72-0506999

Aug 01, 2019 to Jul 31, 2020 • Filed on May 20, 2021

Organization ProfileN/A

View Organization Page

95555 W Sam Houston Pkwy S No 400Houston, TX 77099

(504) 831-1544

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.15x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

0.51x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

76th percentile

22%

Higher net margin than 76% 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

43rd percentile

5.1%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

13th percentile

-20%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$10,263,473

Up $501,578 (+5.1%) from 2019

Net Assets

Up

$8,734,193

Up $1,140,318 (+15%) from 2019

Liabilities

Down

$1,529,280

Down $638,740 (-29%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin76th percentile

Revenue

Down

$3,010,175

Down $750,485 (-20%) from 2019

Expenses

Down

$2,361,219

Down $1,637,911 (-41%) from 2019

Net Income

Up

$648,956

Up $887,426 (+372%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2020

Assets$10,263,473
Liabilities$1,529,280
Net Assets$8,734,193
Open 2020 Filing

Operations Trend

Revenue Growth13th 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

2020

Revenue$3,010,175
Expenses$2,361,219
Net Income$648,956
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
May 20, 2021
Return Version
2019v5.2
Gross Receipts
$8,367,050
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,707,565$9,452,598▲ $745,033
Savings and Temporary Cash Investments$348,183$434,028▲ $85,845
Accounts Receivable$524,229$343,834▼ $180,395
Cash and Non-Interest-Bearing Accounts$181,918$33,013▼ $148,905
Total Assets$9,761,895$10,263,473▲ $501,578
Liabilities
Other Liabilities$2,106,499$1,467,494▼ $639,005
Accounts Payable and Accrued Expenses$61,521$61,786▲ $265
Total Liabilities$2,168,020$1,529,280▼ $638,740
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,593,875$8,734,193▲ $1,140,318
Total Net Assets Fund Balance$7,593,875$8,734,193▲ $1,140,318
Total Liabilities and Net Assets / Fund Balance$9,761,895$10,263,473▲ $501,578
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Herman AdamsUnion Trustee, Chairman
Jerry WilsonUnion Trustee, President
John GandyEmployer Trustee
Mike O'ConnorEmployer Trustee - Co-Chai

Highest Paid Contractors

ContractorServicesLocationCompensation
CignaAdministrative900 Cottage Grove Road, Bloomfield, CT 06002$225,775
Zenith American SolutionsAdministrative95555 W Sam Houston Pkwy S 400, Houston, TX 77099$145,061
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,728,319
Investment Income
$255,439
Other Revenue
$26,417
Change in Net Assets
$648,956

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,010,175
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$491,362
Total Revenue per Audited Statements
$3,501,537
Total Revenue per Form 990
$3,010,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$538,581
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---$1,822,638
Fees for Services Other---$229,564
Fees for Services Management---$145,061
Fees for Services Legal---$53,453
Other Expenses---$29,933
Fees for Service Investment Mgmnt Fees---$25,365
Fees for Services Accounting---$24,897
Office Expenses---$21,844
Insurance---$8,280
Conferences and Meetings---$139
All Other Expenses---$45
Total Functional Expenses$0$0$0$2,361,219

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,000,224
Expenses per Audited Statements$2,361,219
Total Expenses per Form 990$2,361,219
Expenses Not Reported on Form 990$639,005
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$1,085,494
Claims Incurred Liability$382,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 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
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 11B

“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
95555 W Sam Houston Pkwy S No 400, Houston, TX 77099

Signing Officer

Name
Herman Adams
Title
Trustee
Phone
7132191203
Signed
2021-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Herman Adams
Formed
1958
Legal Domicile
La
Voting Board Members
4
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 Trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the Trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the Trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended July 31, 2020 and 2019. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding July 31, 2016.”

Part XII, Line 2D - Other Adjustments:

“Change in IBNR 368,000. Change in Hour Bank 271,005.”

Raw XML Appendix389 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/SupplementalInformationDetail/ExplanationTxt0The Trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the Trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the Trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended July 31, 2020 and 2019. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding July 31, 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in IBNR 368,000. Change in Hour Bank 271,005.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
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IRS990ScheduleD/TotalRevenuePerForm990Amt03010175
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03501537
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03000224
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 11b
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/AddressLine1Txt09555 W Sam Houston Pkwy S 400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt19555 W Sam Houston Pkwy S 400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Houston
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Houston
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077099
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd177099
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09761895
IRS990/TotalAssetsEOYAmt010263473
IRS990/TotalAssetsGrp/BOYAmt09761895
IRS990/TotalAssetsGrp/EOYAmt010263473
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02361219
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02168020
IRS990/TotalLiabilitiesEOYAmt01529280
IRS990/TotalLiabilitiesGrp/BOYAmt02168020
IRS990/TotalLiabilitiesGrp/EOYAmt01529280
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07593875
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08734193
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02728319
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0246323
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02763852
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03010175
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09761895
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010263473
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt095555 W Sam Houston Pkwy S No 400
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077099
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Herman Adams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07132191203
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Iron Workers Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0720506999
ReturnHeader/Filer/PhoneNum05048311544
ReturnHeader/Filer/USAddress/AddressLine1Txt095555 W Sam Houston Pkwy S No 400
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077099
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/PreparationDt02021-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02021-05-21T15:11:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,263,473
Liabilities
$1,529,280
Net assets
$8,734,193
Revenue
$3,010,175
Expenses
$2,361,219
Net income
$648,956
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