Civic Intelligence

The Weld Trust

990T • Fiscal year 2022 • EIN 74-2358522

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization ProfileN/A

View Organization Page

815 8th AvenueGreeley, CO 80631

(970) 350-6052

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2010: $427,798,444Liabilities 2010: $202,837,065Net Assets 2010: $224,961,3792010Assets 2011: $412,072,198Liabilities 2011: $203,362,140Net Assets 2011: $208,710,0582011Assets 2012: $489,930,200Liabilities 2012: $261,474,188Net Assets 2012: $228,456,0122012Assets 2013: $515,667,379Liabilities 2013: $243,613,937Net Assets 2013: $272,053,4422013Assets 2014: $505,341,409Liabilities 2014: $225,618,032Net Assets 2014: $279,723,3772014Assets 2015: $496,709,203Liabilities 2015: $215,702,404Net Assets 2015: $281,006,7992015Assets 2016: $530,223,961Liabilities 2016: $245,905,995Net Assets 2016: $284,317,9662016Assets 2017: $546,852,072Liabilities 2017: $232,070,893Net Assets 2017: $314,781,1792017Assets 2018: $517,076,662Liabilities 2018: $219,287,177Net Assets 2018: $297,789,4852018Assets 2019: $510,927,115Liabilities 2019: $37,298,238Net Assets 2019: $473,628,8772019Assets 2020: $536,288,885Liabilities 2020: $30,574,204Net Assets 2020: $505,714,6812020Assets 2021: $583,105,171Liabilities 2021: $29,201,954Net Assets 2021: $553,903,2172021Assets 2022: $511,590,784Liabilities 2022: $26,225,189Net Assets 2022: $485,365,5952022Assets 2023: $550,587,263Liabilities 2023: $21,437,834Net Assets 2023: $529,149,4292023Assets 2024: $578,882,286Liabilities 2024: $48,728,720Net Assets 2024: $530,153,5662024

Latest loaded filing

2024

Assets$578,882,286
Liabilities$48,728,720
Net Assets$530,153,566
Open 2024 Filing

Operations Trend

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

$300M$200M$100M$0-$100MExpenses 2010: $34,749,4312010Expenses 2011: $36,387,4852011Expenses 2012: $36,117,1942012Revenue 2013: $53,071,729Expenses 2013: $44,753,265Net Income 2013: $8,318,4642013Revenue 2014: $59,610,650Expenses 2014: $37,331,813Net Income 2014: $22,278,8372014Revenue 2015: $59,702,939Expenses 2015: $44,388,759Net Income 2015: $15,314,1802015Revenue 2016: $35,827,590Expenses 2016: $43,322,233Net Income 2016: -$7,494,6432016Revenue 2017: $53,373,466Expenses 2017: $40,358,756Net Income 2017: $13,014,7102017Revenue 2018: $50,399,757Expenses 2018: $39,085,222Net Income 2018: $11,314,5352018Revenue 2019: $201,648,510Expenses 2019: $30,962,516Net Income 2019: $170,685,9942019Revenue 2020: $29,341,984Expenses 2020: $13,968,923Net Income 2020: $15,373,0612020Revenue 2021: $43,603,938Expenses 2021: $17,185,791Net Income 2021: $26,418,1472021Revenue 2022: $14,144,129Expenses 2022: $18,928,462Net Income 2022: -$4,784,3332022Revenue 2023: $13,215,829Expenses 2023: $20,042,722Net Income 2023: -$6,826,8932023Revenue 2024: $35,230,264Expenses 2024: $56,862,725Net Income 2024: -$21,632,4612024

Latest loaded filing

2024

Revenue$35,230,264
Expenses$56,862,725
Net Income-$21,632,461
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v7.0
Mission and Program Overview

Mission

To provide quality healthcare at a reasonable cost to the ncmc service community.

Filing and Contact Details

Filer

Filer Name
The Weld Trust
EIN
74-2358522
Phone
9703506052
Address
815 8TH AVENUE, GREELEY, CO 80631

Signing Officer

Name
Jeffrey Carlson
Title
Chief Executive Officer
Phone
9703506052
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
2950 E HARMONY RD STE 290, FORT COLLINS, CO 80528-3429
Preparer
Kyle Fritch CPA
Phone
9702238825
Raw XML Appendix90 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
IRS990T/BooksInCareOfDetail/PersonNm0RAMON SERRANO
IRS990T/BooksInCareOfDetail/PhoneNum09703506052
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0815 8TH AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0GREELEY
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd080631
IRS990T/BookValueAssetsEOYAmt0511590784
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt02240
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt02240
IRS990T/OverpaymentSection/OverpaymentAmt02240
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0780
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0780
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-16096
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-16096
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-16096
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN THE BLACKSTONE GROUP LP
IRS990TScheduleA/UBIBeforeNOLDedAmt0-16876
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-16876
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt02240
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF EXECUTIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09703506052
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WELD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WELD
ReturnHeader/Filer/EIN0742358522
ReturnHeader/Filer/PhoneNum09703506052
ReturnHeader/Filer/USAddress/AddressLine1Txt0815 8TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0GREELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080631
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02950 E HARMONY RD STE 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0805283429
ReturnHeader/PreparerPersonGrp/PhoneNum09702238825
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE FRITCH CPA
ReturnHeader/ReturnTs02023-11-15T13:20:57-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARLSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$579$48.7$530$35.2$56.9$21.6
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$551$21.4$529$13.2$20.0$6.83
2022Detailed filing. Detailed filing data is available for this year.$512$26.2$485$14.1$18.9$4.78
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$583$29.2$554$43.6$17.2$26.4
2020Detailed filing. Detailed filing data is available for this year.$536$30.6$506$29.3$14.0$15.4
2019Summary only. Only limited summary data is available for this year.$511$37.3$474$202$31.0$171
2018Detailed filing. Detailed filing data is available for this year.$517$219$298$50.4$39.1$11.3
2017Detailed filing. Detailed filing data is available for this year.$547$232$315$53.4$40.4$13.0
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$530$246$284$35.8$43.3$7.49
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$497$216$281$59.7$44.4$15.3
2014Detailed filing. Detailed filing data is available for this year.$505$226$280$59.6$37.3$22.3
2013Detailed filing. Detailed filing data is available for this year.$516$244$272$53.1$44.8$8.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$490$261$228$36.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$412$203$209$36.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$428$203$225$34.7