Civic Intelligence

Beldon Roofing & Remodeling Co

EIN 74-6400755 • 501(c)9 • San Antonio, TX

Profile

To provide benefits to covered employees in accordance with the beldon roofing and remodeling occupational injury plan.

5039 West AveSan Antonio, TX 78213

www.beldon.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2025

Net Margin

63rd percentile

0.0%

Higher net margin than 63% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2025

Asset Growth

75th percentile

0.0%

Faster asset growth than 75% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

-3.8%

Faster revenue growth than 65% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets67th percentile

Assets

Flat

$127,006

Flat from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$127,006

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue80th percentileNet Margin63rd percentile

Revenue

Down

$42,396

Down $1,691 (-3.8%) from 2024

Expenses

Down

$42,396

Down $1,691 (-3.8%) from 2024

Net Income

Flat

$0

Flat from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0-$200KAssets 2010: $292,675Liabilities 2010: $320,492Net Assets 2010: -$27,8172010Assets 2011: $376,000Liabilities 2011: $380,126Net Assets 2011: -$4,1262011Assets 2012: $415,897Liabilities 2012: $420,023Net Assets 2012: -$4,1262012Assets 2013: $567,427Liabilities 2013: $571,553Net Assets 2013: -$4,1262013Assets 2014: $299,636Liabilities 2014: $303,762Net Assets 2014: -$4,1262014Assets 2015: $284,919Liabilities 2015: $29,927Net Assets 2015: $254,9922015Assets 2016: $296,543Liabilities 2016: $30,095Net Assets 2016: $266,4482016Assets 2017: $162,321Liabilities 2017: $12,307Net Assets 2017: $150,0142017Assets 2018: $144,000Liabilities 2018: $30,147Net Assets 2018: $113,8532018Assets 2019: $268,098Liabilities 2019: $10,076Net Assets 2019: $258,0222019Assets 2020: $127,006Liabilities 2020: $0Net Assets 2020: $127,0062020Assets 2021: $127,006Liabilities 2021: $0Net Assets 2021: $127,0062021Assets 2022: $127,006Liabilities 2022: $0Net Assets 2022: $127,0062022Assets 2023: $127,006Liabilities 2023: $0Net Assets 2023: $127,0062023Assets 2024: $127,006Liabilities 2024: $02024Assets 2025: $127,006Liabilities 2025: $0Net Assets 2025: $127,0062025

Highlighted filing

2025

Assets$127,006
Liabilities$0
Net Assets$127,006
Open 2025 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,130,2702010Expenses 2011: $2,468,2742011Expenses 2012: $2,849,9962012Expenses 2013: $2,241,3052013Revenue 2014: $2,260,785Expenses 2014: $2,507,354Net Income 2014: -$246,5692014Revenue 2015: $2,841,623Expenses 2015: $2,873,364Net Income 2015: -$31,7412015Revenue 2016: $2,303,433Expenses 2016: $2,291,977Net Income 2016: $11,4562016Revenue 2017: $2,549,092Expenses 2017: $2,665,526Net Income 2017: -$116,4342017Revenue 2018: $2,722,173Expenses 2018: $2,758,334Net Income 2018: -$36,1612018Revenue 2019: $2,479,741Expenses 2019: $2,335,572Net Income 2019: $144,1692019Revenue 2020: $429,015Expenses 2020: $560,031Net Income 2020: -$131,0162020Revenue 2021: $57,628Expenses 2021: $57,628Net Income 2021: $02021Revenue 2022: $103,939Expenses 2022: $103,939Net Income 2022: $02022Revenue 2023: $43,477Expenses 2023: $43,477Net Income 2023: $02023Revenue 2024: $44,087Expenses 2024: $44,087Net Income 2024: $02024Revenue 2025: $42,396Expenses 2025: $42,396Net Income 2025: $02025

Highlighted filing

2025

Revenue$42,396
Expenses$42,396
Net Income$0
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$127,006
Liabilities
$0
Net assets
$127,006
Revenue
$42,396
Expenses
$42,396
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.04$0.04$0.00
2024Summary only. Only limited summary data is available for this year.$0.13$0.00$0.04$0.04$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.04$0.04$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.10$0.10$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.06$0.06$0.00
2020Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.43$0.56$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.01$0.26$2.48$2.34$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.03$0.11$2.72$2.76$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.01$0.15$2.55$2.67$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.03$0.27$2.30$2.29$0.01
2015Summary only. Only limited summary data is available for this year.$0.28$0.03$0.25$2.84$2.87$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.00$2.26$2.51$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.57$0.00$2.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.42$0.00$2.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$0.00$2.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.32$0.03$2.13
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
Jul 6, 2023
Return Version
2022v5.0
Gross Receipts
$43,477
Mission and Program Overview

Mission

To provide benefits to covered employees in accordance with the beldon roofing and remodeling occupational injury plan.

Program Services

DescriptionGrantsExpenses
501(C)(9) - VEBA TRUST: SOLE PURPOSE IS TO PROVIDE INSURANCE BENEFITS SUCH AS MAJOR MEDICAL, OCCUPATIONAL INJURY, HEALTH, WEEKLY DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT AND LONG-TERM DISABILITY.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRICIA PEEBLESAdministrator-$0--
JONATHAN BELDONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Beldon Roofing & Remodeling Co
EIN
74-6400755
Phone
2103413100
Address
5039 WEST AVE, SAN ANTONIO, TX 78213

Signing Officer

Name
Patricia Peebles
Title
Administrative Officer
Phone
2103413100
Signed
2023-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Adkf Pc
Address
9601 MCALLISTER FREEWAY SUITE 800, SAN ANTONIO, TX 78216
Preparer
Paul Wobser
Phone
2108291300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 127,006. End of year amount: 127,006.”

Raw XML Appendix101 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt043477
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02103413100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05039 WEST AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078213
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0127006
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0127006
IRS990EZ/GrossReceiptsAmt043477
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127006
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0127006
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127006
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0127006
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRICIA PEEBLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JONATHAN BELDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ADMINISTRATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0127006
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0127006
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE BENEFITS TO COVERED EMPLOYEES IN ACCORDANCE WITH THE BELDON ROOFING AND REMODELING OCCUPATIONAL INJURY PLAN.
IRS990EZ/ProgramServiceRevenueAmt043477
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0501(C)(9) - VEBA TRUST: SOLE PURPOSE IS TO PROVIDE INSURANCE BENEFITS SUCH AS MAJOR MEDICAL, OCCUPATIONAL INJURY, HEALTH, WEEKLY DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT AND LONG-TERM DISABILITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt043477
IRS990EZ/TotalRevenueAmt043477
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BELDON.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 127,006. END OF YEAR AMOUNT: 127,006.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA PEEBLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02103413100
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELDON ROOFING & REMODELING CO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OCCUPATIONAL INJURY PLAN (VEBA)
ReturnHeader/Filer/BusinessNameControlTxt0BELD
ReturnHeader/Filer/EIN0746400755
ReturnHeader/Filer/PhoneNum02103413100
ReturnHeader/Filer/USAddress/AddressLine1Txt05039 WEST AVE
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078213
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742606559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADKF PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09601 MCALLISTER FREEWAY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02108291300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL WOBSER
ReturnHeader/ReturnTs02023-08-02T14:41:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PEEBLES
ReturnHeader/TaxPeriodBeginDt02022-02-01
ReturnHeader/TaxPeriodEndDt02023-01-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.