Civic Intelligence

MID-South Iron Workers Welfare Fund

990 • Fiscal year 2020 • EIN 73-6104291

Dec 01, 2019 to Nov 30, 2020 • Filed on Aug 16, 2021

Organization ProfileN/A

View Organization Page

1600 Highway 6 South No 340Sugar Land, TX 77478

(713) 219-1200

Siviq Scores

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

Liabilities / Assets

94th percentile

0.93x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

0.43x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

10th percentile

-57%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

3rd percentile

-57%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-24%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$1,755,185

Down $2,312,093 (-57%) from 2019

Net Assets

Down

$118,394

Down $2,172,646 (-95%) from 2019

Liabilities

Down

$1,636,791

Down $139,447 (-7.9%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin10th percentile

Revenue

Down

$3,807,500

Down $1,194,710 (-24%) from 2019

Expenses

Up

$5,959,145

Up $844,175 (+17%) from 2019

Net Income

Down

-$2,151,645

Down $2,038,885 (-1808%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2020

Assets$1,755,185
Liabilities$1,636,791
Net Assets$118,394
Open 2020 Filing

Operations Trend

Revenue Growth19th 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

2020

Revenue$3,807,500
Expenses$5,959,145
Net Income-$2,151,645
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Aug 16, 2021
Return Version
2019v5.2
Gross Receipts
$4,849,909
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$2,022,997$1,072,811▼ $950,186
Savings and Temporary Cash Investments$741,647$308,781▼ $432,866
Accounts Receivable$824,885$279,360▼ $545,525
Cash and Non-Interest-Bearing Accounts$477,749$94,233▼ $383,516
Total Assets$4,067,278$1,755,185▼ $2,312,093
Liabilities
Other Liabilities$1,735,000$1,593,000▼ $142,000
Accounts Payable and Accrued Expenses$41,238$43,791▲ $2,553
Total Liabilities$1,776,238$1,636,791▼ $139,447
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,291,040$118,394▼ $2,172,646
Total Net Assets Fund Balance$2,291,040$118,394▼ $2,172,646
Total Liabilities and Net Assets / Fund Balance$4,067,278$1,755,185▼ $2,312,093
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Walter AshfordEmployer Trustee - Chairma
Michael RichardsUnion Trustee - Co-chairma
Chris WilliamsEmployer 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$268,424
Zenith American SolutionsAdministrative1300 S Meridian Street, Oklahoma City, OK 73108$109,971
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,643,181
Investment Income
$164,319
Other Revenue
$0
Change in Net Assets
$-2,151,645

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,807,500
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-21,000
Total Revenue per Audited Statements
$3,786,500
Total Revenue per Form 990
$3,807,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$554,477
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---$5,404,668
Fees for Services Other---$362,031
Fees for Services Management---$110,359
Fees for Services Legal---$30,980
Fees for Services Accounting---$25,674
Office Expenses---$14,642
Insurance---$9,967
All Other Expenses---$634
Conferences and Meetings---$190
Total Functional Expenses$0$0$0$5,959,145

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,101,146
Total Expenses per Audited Statements$6,101,146
Total Expenses per Form 990$5,959,146
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-142,000
Other Expense Adjustments$-142,000
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$1,144,000
Claims Incurred but Not Reported$449,000
Governance and Compliance

Governance Checklist

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

“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
7132191200
Address
1600 Highway 6 South No 340, Sugar Land, TX 77478

Signing Officer

Name
Walter Ashford
Title
Chairman
Phone
7132191200
Signed
2021-08-16
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, 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 November 30, 2016.”

Part XII, Line 4B - Other Adjustments:

“Change in Hour Bank and IBNR liabilities -142,000.”

Raw XML Appendix380 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/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03807500
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, 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 November 30, 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in Hour Bank and IBNR liabilities -142,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05959146
IRS990ScheduleD/TotalLiabilityAmt01593000
IRS990ScheduleD/TotalRevenuePerForm990Amt03807500
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03786500
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06101146
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04067278
IRS990/TotalAssetsEOYAmt01755185
IRS990/TotalAssetsGrp/BOYAmt04067278
IRS990/TotalAssetsGrp/EOYAmt01755185
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05959145
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01776238
IRS990/TotalLiabilitiesEOYAmt01636791
IRS990/TotalLiabilitiesGrp/BOYAmt01776238
IRS990/TotalLiabilitiesGrp/EOYAmt01636791
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02291040
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0118394
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03643181
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0164319
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03643181
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03807500
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04067278
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01755185
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01600 Highway 6 South No 340
IRS990/USAddress/CityNm0Sugar Land
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077478
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Walter Ashford
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum07132191200
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mid-South Iron Workers Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0MID-
ReturnHeader/Filer/EIN0736104291
ReturnHeader/Filer/PhoneNum07132191200
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 Highway 6 South No 340
ReturnHeader/Filer/USAddress/CityNm0Sugar Land
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077478
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/PreparationDt02021-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02021-10-12T16:52:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,755,185
Liabilities
$1,636,791
Net assets
$118,394
Revenue
$3,807,500
Expenses
$5,959,145
Net income
-$2,151,645
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