Civic Intelligence

MID-South Iron Workers Welfare Fund

990 • Fiscal year 2016 • EIN 73-6104291

Dec 01, 2015 to Nov 30, 2016 • Filed on Sep 11, 2017

Organization ProfileN/A

View Organization Page

1300 S Meridian Street No 125Oklahoma City, OK 73108

(405) 682-2323

Siviq Scores

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

Liabilities / Assets

81st percentile

0.32x

Higher debt load relative to assets than 81% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.41x

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

59th percentile

4.9%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

31st percentile

-5.9%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$3,989,465

Down $250,150 (-5.9%) from 2015

Net Assets

Up

$2,699,444

Up $168,735 (+6.7%) from 2015

Liabilities

Down

$1,290,021

Down $418,885 (-25%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin59th percentile

Revenue

Down

$3,155,771

Down $485,894 (-13%) from 2015

Expenses

Down

$3,001,347

Down $566,397 (-16%) from 2015

Net Income

Up

$154,424

Up $80,503 (+109%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,333,452Liabilities 2010: $1,466,265Net Assets 2010: $2,867,1872010Assets 2011: $4,520,852Liabilities 2011: $1,370,423Net Assets 2011: $3,150,4292011Assets 2012: $4,305,389Liabilities 2012: $1,737,998Net Assets 2012: $2,567,3912012Assets 2013: $3,614,468Liabilities 2013: $1,337,205Net Assets 2013: $2,277,2632013Assets 2014: $3,836,141Liabilities 2014: $1,414,521Net Assets 2014: $2,421,6202014Assets 2015: $4,239,615Liabilities 2015: $1,708,906Net Assets 2015: $2,530,7092015Assets 2016: $3,989,465Liabilities 2016: $1,290,021Net Assets 2016: $2,699,4442016Assets 2017: $3,805,432Liabilities 2017: $1,206,439Net Assets 2017: $2,598,9932017Assets 2018: $4,150,501Liabilities 2018: $1,885,771Net Assets 2018: $2,264,7302018Assets 2019: $4,067,278Liabilities 2019: $1,776,238Net Assets 2019: $2,291,0402019Assets 2020: $1,755,185Liabilities 2020: $1,636,791Net Assets 2020: $118,3942020Assets 2021: $2,421,790Liabilities 2021: $1,043,354Net Assets 2021: $1,378,4362021Assets 2022: $1,744,350Liabilities 2022: $456,634Net Assets 2022: $1,287,7162022Assets 2023: $273,483Liabilities 2023: $45,614Net Assets 2023: $227,8692023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$3,989,465
Liabilities$1,290,021
Net Assets$2,699,444
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,143,3642010Expenses 2011: $2,789,6892011Expenses 2012: $3,644,6462012Expenses 2013: $2,835,1302013Revenue 2014: $3,208,103Expenses 2014: $3,056,428Net Income 2014: $151,6752014Revenue 2015: $3,641,665Expenses 2015: $3,567,744Net Income 2015: $73,9212015Revenue 2016: $3,155,771Expenses 2016: $3,001,347Net Income 2016: $154,4242016Revenue 2017: $2,751,967Expenses 2017: $2,898,127Net Income 2017: -$146,1602017Revenue 2018: $4,308,430Expenses 2018: $4,638,722Net Income 2018: -$330,2922018Revenue 2019: $5,002,210Expenses 2019: $5,114,970Net Income 2019: -$112,7602019Revenue 2020: $3,807,500Expenses 2020: $5,959,145Net Income 2020: -$2,151,6452020Revenue 2021: $4,386,287Expenses 2021: $2,897,127Net Income 2021: $1,489,1602021Revenue 2022: $585,450Expenses 2022: $557,379Net Income 2022: $28,0712022Revenue 2023: -$65,524Expenses 2023: $54,978Net Income 2023: -$120,5022023Revenue 2024: $118Expenses 2024: $4,927Net Income 2024: -$4,8092024

Highlighted filing

2016

Revenue$3,155,771
Expenses$3,001,347
Net Income$154,424
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Sep 11, 2017
Return Version
2015v3.0
Gross Receipts
$4,033,286
Mission and Program Overview

Mission

To provide health benefits to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,710,626$2,237,454▼ $473,172
Cash and Non-Interest-Bearing Accounts$402,422$959,890▲ $557,468
Accounts Receivable$604,598$567,679▼ $36,919
Savings and Temporary Cash Investments$521,969$224,442▼ $297,527
Total Assets$4,239,615$3,989,465▼ $250,150
Liabilities
Other Liabilities$1,553,367$1,251,071▼ $302,296
Accounts Payable and Accrued Expenses$155,539$38,950▼ $116,589
Total Liabilities$1,708,906$1,290,021▼ $418,885
Net Assets / Fund Balance
Unrestricted Net Assets$2,530,709$2,699,444▲ $168,735
Total Net Assets Fund Balance$2,530,709$2,699,444▲ $168,735
Total Liabilities and Net Assets / Fund Balance$4,239,615$3,989,465▼ $250,150
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Walter AshfordChairman
Chris KinderCo-Chairman
Dave BennettTrustee
Michael RichardsTrustee
Tiffany MythenTrustee
Willie WrightTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPPO/Access Fees225 North Michigan Ave, Chicago, IL 60601$137,416
Zenith American SolutionsAdministrative1300 S Meridian Street, Oklahoma City, OK 73108$110,082
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,129,126
Investment Income
$26,645
Other Revenue
$0
Change in Net Assets
$154,424

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,155,771
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,311
Total Revenue per Audited Statements
$3,170,082
Total Revenue per Form 990
$3,155,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$398,821
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---$2,602,526
Fees for Services Other---$196,652
Fees for Services Management---$120,114
Fees for Services Accounting---$29,020
Office Expenses---$15,417
Fees for Services Legal---$12,334
Insurance---$7,633
Conferences and Meetings---$649
Other Expenses---$243
Total Functional Expenses$0$0$0$3,001,347

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,303,643
Total Expenses per Audited Statements$3,303,643
Total Expenses per Form 990$3,001,347
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-302,296
Other Expense Adjustments$-302,296
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$671,071
Claims Incurred but Not Reported$580,000
Governance and Compliance

Governance Checklist

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

“Form 990 was provided to the Trustees prior to filing.”

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

“During Board of Trustee meetings, Trustees discuss and enforce compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, line 18

“The Form 990 is available for public inspection upon request.”

Form 990, Part VI, Section C, line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Mid-South Iron Workers Welfare Fund
EIN
73-6104291
Phone
4056822323
Address
1300 S Meridian Street No 125, Oklahoma City, OK 73108

Signing Officer

Name
Walter Ashford
Title
Trustee
Phone
4056822323
Signed
2017-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Walter Ashford
Formed
1964
Legal Domicile
Ok
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 Internal Revenue Service has determined that the Plan is exempt from federal income tax under Internal Revenue Code Section 501(c)(9). The Trust established to hold the Plan's assets obtained its original determination letter, in which the Internal Revenue Service stated that the trust, as then designed, was in compliance with the applicable requirements of the Internal Revenue Code. The trust has been amended since receiving the determination letter. However, the Plan's administrator and tax counsel believe that the trust is currently designed and being operated in compliance with the applicable requirements of the Internal Revenue Code. Management has evaluated the Plan's tax positions and concluded that the Plan has maintained its tax exempt status and had taken no uncertain tax positions that would require financial statement adjustment or disclosure for the years ended November 30, 2016 and 2015. With few exceptions, the Plan is no longer subject to income tax examinations by tax authorities for years preceding November 30, 2012.”

Part XII, Line 4B - Other Adjustments:

“Change in Hour Bank and IBNR liabilities -302,296.”

Raw XML Appendix388 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 Internal Revenue Service has determined that the Plan is exempt from federal income tax under Internal Revenue Code Section 501(c)(9). The Trust established to hold the Plan's assets obtained its original determination letter, in which the Internal Revenue Service stated that the trust, as then designed, was in compliance with the applicable requirements of the Internal Revenue Code. The trust has been amended since receiving the determination letter. However, the Plan's administrator and tax counsel believe that the trust is currently designed and being operated in compliance with the applicable requirements of the Internal Revenue Code. Management has evaluated the Plan's tax positions and concluded that the Plan has maintained its tax exempt status and had taken no uncertain tax positions that would require financial statement adjustment or disclosure for the years ended November 30, 2016 and 2015. With few exceptions, the Plan is no longer subject to income tax examinations by tax authorities for years preceding November 30, 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in Hour Bank and IBNR liabilities -302,296.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03001347
IRS990ScheduleD/TotalLiabilityAmt01251071
IRS990ScheduleD/TotalRevenuePerForm990Amt03155771
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03170082
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03303643
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 was provided to the Trustees prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1During Board of Trustee meetings, Trustees discuss and enforce compliance with the conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing 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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Contact fund administrator for info needed for Sch R Part III & IV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd073108
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0Contact fund administrator for info needed for Sch R Part III & IV
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd073108
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Oklahoma Iron Workers Direct Contribution Plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0736278639
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0403(b)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0The Plan provides pension benefits.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01300 S Meridian STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Oklahoma City
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073108
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02547
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Oklahoma Iron Workers Direct Contribution Plan
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0Q
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04239615
IRS990/TotalAssetsEOYAmt03989465
IRS990/TotalAssetsGrp/BOYAmt04239615
IRS990/TotalAssetsGrp/EOYAmt03989465
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03001347
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01708906
IRS990/TotalLiabilitiesEOYAmt01290021
IRS990/TotalLiabilitiesGrp/BOYAmt01708906
IRS990/TotalLiabilitiesGrp/EOYAmt01290021
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02530709
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02699444
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03129126
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt026645
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03129126
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03155771
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04239615
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03989465
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02530709
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02699444
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01300 S Meridian Street No 125
IRS990/USAddress/CityNm0Oklahoma City
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073108
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Walter Ashford
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04056822323
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mid-South Iron Workers Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0MID-
ReturnHeader/Filer/EIN0736104291
ReturnHeader/Filer/PhoneNum04056822323
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 S Meridian Street No 125
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073108
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/PreparationDt02017-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02017-09-11T18:25:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

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
$3,989,465
Liabilities
$1,290,021
Net assets
$2,699,444
Revenue
$3,155,771
Expenses
$3,001,347
Net income
$154,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.05$0.23$0.07$0.05$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.46$1.29$0.59$0.56$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.42$1.04$1.38$4.39$2.90$1.49
2020Detailed filing. Detailed filing data is available for this year.$1.76$1.64$0.12$3.81$5.96$2.15
2019Detailed filing. Detailed filing data is available for this year.$4.07$1.78$2.29$5.00$5.11$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.15$1.89$2.26$4.31$4.64$0.33
2017Detailed filing. Detailed filing data is available for this year.$3.81$1.21$2.60$2.75$2.90$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.99$1.29$2.70$3.16$3.00$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.24$1.71$2.53$3.64$3.57$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.84$1.41$2.42$3.21$3.06$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$1.34$2.28$2.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$1.74$2.57$3.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$1.37$3.15$2.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.33$1.47$2.87$3.14