Civic Intelligence

MID-South Iron Workers Welfare Fund

990 • Fiscal year 2023 • EIN 73-6104291

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 15, 2024

Organization ProfileN/A

View Organization Page

1300 S Meridian Street 340Oklahoma City, OK 73108

(405) 682-2323

Siviq Scores

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

Liabilities / Assets

79th percentile

0.17x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

184%

Higher net margin than 99% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Asset Growth

2nd percentile

-84%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$273,483

Down $1,470,867 (-84%) from 2022

Net Assets

Down

$227,869

Down $1,059,847 (-82%) from 2022

Liabilities

Down

$45,614

Down $411,020 (-90%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$65,524

Down $650,974 (-111%) from 2022

Expenses

Down

$54,978

Down $502,401 (-90%) from 2022

Net Income

Down

-$120,502

Down $148,573 (-529%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2023

Assets$273,483
Liabilities$45,614
Net Assets$227,869
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$65,524
Expenses$54,978
Net Income-$120,502
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 15, 2024
Return Version
2022v5.0
Gross Receipts
$1,081,290
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$1,009,300--
Cash and Non-Interest-Bearing Accounts$617,788$152,368▼ $465,420
Savings and Temporary Cash Investments$112,094$121,115▲ $9,021
Accounts Receivable$5,168--
Total Assets$1,744,350$273,483▼ $1,470,867
Liabilities
Accounts Payable and Accrued Expenses$427,634$45,614▼ $382,020
Other Liabilities$29,000$0▼ $29,000
Total Liabilities$456,634$45,614▼ $411,020
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,287,716$227,869▼ $1,059,847
Total Net Assets Fund Balance$1,287,716$227,869▼ $1,059,847
Total Liabilities and Net Assets / Fund Balance$1,744,350$273,483▼ $1,470,867
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Walter AshfordEmployer Trustee-Chairman
Eric LemleyUnion Trustee-Co-chairman
Chris WilliamsEmployer Trustee
Dave BennettEmployer Trustee
Lovis MoomeyUnion Trustee
Willie WrightUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$15,378
Investment Income
$-83,892
Other Revenue
$2,990
Change in Net Assets
$-120,502

Audited Revenue Reconciliation

Revenue per Audited Statements
$-65,524
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$137,503
Total Revenue per Audited Statements
$71,979
Total Revenue per Form 990
$-65,524
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$43,185
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
Fees for Services Legal---$16,243
Benefits to Members---$11,793
Fees for Services Other---$10,274
Fees for Services Management---$10,168
Fees for Services Accounting---$4,978
Office Expenses---$1,315
Fees for Service Investment Mgmnt Fees---$207
Total Functional Expenses$0$0$0$54,978

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$83,976
Total Expenses per Audited Statements$83,976
Total Expenses per Form 990$54,978
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-28,998
Other Expense Adjustments$-28,998
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
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
4056822323
Address
1300 S Meridian Street 340, Oklahoma City, OK 73108

Signing Officer

Name
Walter Ashford
Title
Chairman
Phone
4056822323
Signed
2024-10-15
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

Additional Explanations

Form 990, Part IX, line 11G

“Consultant: Program service expenses 0. Management and general expenses 0. Fundraising expenses 10,250. Total expenses 10,250. PCORI fee: Program service expenses 0. Management and general expenses 0. Fundraising expenses 24. Total expenses 24.”

Form 990, Part XI, line 9:

“Transfer of Fund to Iron Workers Welfare Fund -1,076,850.”

Form 990, Part XI, Line 9

“Transfer of funds to the HRA of prior plan participants. The prior plan participants are now participating in the Iron Workers Welfare Fund.”

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, 2023 and 2022. 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, 2019.”

Part XI, Line 4B - Other Adjustments:

“COBRA Subsidy Reimbursement”

Part XII, Line 4B - Other Adjustments:

“Change in benefit obligations -28,998.”

Raw XML Appendix366 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 November 30, 2023 and 2022. 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, 2019.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COBRA Subsidy Reimbursement
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Change in benefit obligations -28,998.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
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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/ExplanationTxt4Consultant: Program service expenses 0. Management and general expenses 0. Fundraising expenses 10,250. Total expenses 10,250. PCORI fee: Program service expenses 0. Management and general expenses 0. Fundraising expenses 24. Total expenses 24.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Transfer of Fund to Iron Workers Welfare Fund -1,076,850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Transfer of funds to the HRA of prior plan participants. The prior plan participants are now participating in the Iron Workers Welfare Fund.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, Line 9
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/TotalAssetsBOYAmt01744350
IRS990/TotalAssetsEOYAmt0273483
IRS990/TotalAssetsGrp/BOYAmt01744350
IRS990/TotalAssetsGrp/EOYAmt0273483
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt054978
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0456634
IRS990/TotalLiabilitiesEOYAmt045614
IRS990/TotalLiabilitiesGrp/BOYAmt0456634
IRS990/TotalLiabilitiesGrp/EOYAmt045614
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01287716
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0227869
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt015378
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt031420
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-96944
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-65524
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01744350
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0273483
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01300 S Meridian Street 340
IRS990/USAddress/CityNm0Oklahoma City
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073108
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Walter Ashford
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum04056822323
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
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 340
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02024-10-15T15:59:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$273,483
Liabilities
$45,614
Net assets
$227,869
Revenue
-$65,524
Expenses
$54,978
Net income
-$120,502
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