Civic Intelligence

MID-South Iron Workers Welfare Fund

990 • Fiscal year 2018 • EIN 73-6104291

Dec 01, 2017 to Nov 30, 2018 • Filed on Jun 13, 2019

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

86th percentile

0.45x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.44x

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

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

18th percentile

-7.7%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

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.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

66th percentile

9.1%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

57%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$4,150,501

Up $345,069 (+9.1%) from 2017

Net Assets

Down

$2,264,730

Down $334,263 (-13%) from 2017

Liabilities

Up

$1,885,771

Up $679,332 (+56%) from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin18th percentile

Revenue

Up

$4,308,430

Up $1,556,463 (+57%) from 2017

Expenses

Up

$4,638,722

Up $1,740,595 (+60%) from 2017

Net Income

Down

-$330,292

Down $184,132 (-126%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2018

Assets$4,150,501
Liabilities$1,885,771
Net Assets$2,264,730
Open 2018 Filing

Operations Trend

Revenue Growth93rd 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

2018

Revenue$4,308,430
Expenses$4,638,722
Net Income-$330,292
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Jun 13, 2019
Return Version
2017v2.3
Gross Receipts
$5,371,871
Mission and Program Overview

Mission

To provide health benefits to eligible participants and their dependents.

The Organization is a collectively bargained multiemployer benefit plan that provides health benefits to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,005,647$2,271,592▲ $265,945
Cash and Non-Interest-Bearing Accounts$798,459$875,669▲ $77,210
Accounts Receivable$456,595$810,790▲ $354,195
Savings and Temporary Cash Investments$544,731$192,450▼ $352,281
Total Assets$3,805,432$4,150,501▲ $345,069
Liabilities
Other Liabilities$1,179,013$1,852,000▲ $672,987
Accounts Payable and Accrued Expenses$27,426$33,771▲ $6,345
Total Liabilities$1,206,439$1,885,771▲ $679,332
Net Assets / Fund Balance
Unrestricted Net Assets$2,598,993$2,264,730▼ $334,263
Total Net Assets Fund Balance$2,598,993$2,264,730▼ $334,263
Total Liabilities and Net Assets / Fund Balance$3,805,432$4,150,501▲ $345,069
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Walter AshfordEmployer Trustee - Co-Chairman
Michael RichardsUnion Trustee - Chairman
Chris CleaverEmployer Trustee
Dave BennettEmployer Trustee
Phillip BriantUnion Trustee
Willie WrightUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPPO/Access Fees225 North Michigan Ave, Chicago, IL 60601$196,033
Zenith American SolutionsAdministrative1300 S Meridian Street, Oklahoma City, OK 73108$101,954
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,266,880
Investment Income
$41,550
Other Revenue
$0
Change in Net Assets
$-330,292

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,308,430
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-3,971
Total Revenue per Audited Statements
$4,304,459
Total Revenue per Form 990
$4,308,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$451,948
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---$4,186,774
Fees for Services Other---$261,831
Fees for Services Management---$101,565
Fees for Services Legal---$38,669
Fees for Services Accounting---$28,267
Office Expenses---$13,499
Insurance---$7,165
Conferences and Meetings---$562
All Other Expenses---$390
Total Functional Expenses$0$0$0$4,638,722

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,638,722
Expenses per Audited Statements$3,965,735
Total Expenses per Audited Statements$3,965,735
Expenses Not Reported on Financial Statements$672,987
Other Expense Adjustments$672,987
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
Hour Bank Liability$1,062,000
Claims Incurred but Not Reported$790,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 11B

“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
Co-Chairman
Phone
4056822323
Signed
2019-06-13
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 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 November 30, 2018 and 2017. 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 November 30, 2014.”

Part XII, Line 4B - Other Adjustments:

“Change in Hour Bank and IBNR liabilities 672,987.”

Raw XML Appendix383 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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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 November 30, 2018 and 2017. 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 November 30, 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in Hour Bank and IBNR liabilities 672,987.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04638722
IRS990ScheduleD/TotalLiabilityAmt01852000
IRS990ScheduleD/TotalRevenuePerForm990Amt04308430
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04304459
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03965735
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 11b
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/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/TotalAssetsBOYAmt03805432
IRS990/TotalAssetsEOYAmt04150501
IRS990/TotalAssetsGrp/BOYAmt03805432
IRS990/TotalAssetsGrp/EOYAmt04150501
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04638722
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01206439
IRS990/TotalLiabilitiesEOYAmt01885771
IRS990/TotalLiabilitiesGrp/BOYAmt01206439
IRS990/TotalLiabilitiesGrp/EOYAmt01885771
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02598993
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02264730
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04266880
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt041550
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04266880
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04308430
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03805432
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04150501
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02598993
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02264730
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Walter Ashford
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum04056822323
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08ECBBA6E546A1748E43F5658B94A81202B0E3741
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B131DC643218E4936EDB18C0E004AAA77630580D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.24.139.241
ReturnHeader/FilingSecurityInformation/IPDt02019-06-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm015:04:43
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/PreparationDt02019-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02019-06-14T16:05:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,150,501
Liabilities
$1,885,771
Net assets
$2,264,730
Revenue
$4,308,430
Expenses
$4,638,722
Net income
-$330,292
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