Civic Intelligence

Aztec Well Servicing Company and Related Companies Medical Plan Trust Fund

990 • Fiscal year 2017 • EIN 74-6559303

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

300 Legion RoadAztec, NM 87410

(505) 334-6194

Siviq Scores

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

Liabilities / Assets

98th percentile

2.06x

Higher debt load relative to assets than 98% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.35x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Source year 2017

Net Margin

25th percentile

-0.5%

Higher net margin than 25% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

2017 filings • NTEE Y • $1M-$5M nonprofits • Source year 2017

Asset Growth

98th percentile

37%

Faster asset growth than 98% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-23%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$597,764

Up $162,750 (+37%) from 2016

Net Assets

Down

-$633,851

Down $17,447 (-2.8%) from 2016

Liabilities

Up

$1,231,615

Up $180,197 (+17%) from 2016

Revenue

Down

$3,550,207

Down $1,058,430 (-23%) from 2016

Expenses

Down

$3,567,654

Down $1,167,822 (-25%) from 2016

Net Income

Up

-$17,447

Up $109,392 (+86%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2011: $880,710Liabilities 2011: $544,632Net Assets 2011: $336,0782011Assets 2012: $1,139,257Liabilities 2012: $579,919Net Assets 2012: $559,3382012Assets 2013: $1,102,607Liabilities 2013: $649,624Net Assets 2013: $452,9832013Assets 2014: $1,363,084Liabilities 2014: $581,900Net Assets 2014: $781,1842014Assets 2015: $422,512Liabilities 2015: $912,077Net Assets 2015: -$489,5652015Assets 2016: $435,014Liabilities 2016: $1,051,418Net Assets 2016: -$616,4042016Assets 2017: $597,764Liabilities 2017: $1,231,615Net Assets 2017: -$633,8512017Assets 2018: $579,687Liabilities 2018: $1,179,150Net Assets 2018: -$599,4632018Assets 2019: $123,467Liabilities 2019: $1,265,840Net Assets 2019: -$1,142,3732019Assets 2020: $170,139Liabilities 2020: $1,521,105Net Assets 2020: -$1,350,9662020Assets 2021: $41,156Liabilities 2021: $1,901,035Net Assets 2021: -$1,859,8792021Assets 2022: $33,128Liabilities 2022: $2,148,242Net Assets 2022: -$2,115,1142022Assets 2023: $165,043Liabilities 2023: $2,338,019Net Assets 2023: -$2,172,9762023Assets 2024: $156,831Liabilities 2024: $2,475,044Net Assets 2024: -$2,318,2132024

Highlighted filing

2017

Assets$597,764
Liabilities$1,231,615
Net Assets-$633,851

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,325,6862011Expenses 2012: $3,859,0742012Revenue 2013: $4,010,642Expenses 2013: $4,116,997Net Income 2013: -$106,3552013Revenue 2014: $4,761,743Expenses 2014: $4,433,542Net Income 2014: $328,2012014Revenue 2015: $4,189,615Expenses 2015: $5,460,364Net Income 2015: -$1,270,7492015Revenue 2016: $4,608,637Expenses 2016: $4,735,476Net Income 2016: -$126,8392016Revenue 2017: $3,550,207Expenses 2017: $3,567,654Net Income 2017: -$17,4472017Revenue 2018: $3,011,625Expenses 2018: $2,977,237Net Income 2018: $34,3882018Revenue 2019: $2,085,811Expenses 2019: $2,628,721Net Income 2019: -$542,9102019Revenue 2020: $1,570,584Expenses 2020: $1,779,177Net Income 2020: -$208,5932020Revenue 2021: $1,476,714Expenses 2021: $1,985,627Net Income 2021: -$508,9132021Revenue 2022: $1,609,601Expenses 2022: $1,864,836Net Income 2022: -$255,2352022Revenue 2023: $1,736,043Expenses 2023: $1,793,905Net Income 2023: -$57,8622023Revenue 2024: $1,658,623Expenses 2024: $1,803,860Net Income 2024: -$145,2372024

Highlighted filing

2017

Revenue$3,550,207
Expenses$3,567,654
Net Income-$17,447
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Gross Receipts
$3,550,207
Mission and Program Overview

Mission

NONE

Provide and maintain health benefits including medical, surgical, pharmaceutical, disability, and other health care and prepaid legal benefits for the benefit of the employees and their dependents of aztec well servicing co. And related companies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$322,257$509,496▲ $187,239
Loans From Officers Directors$250,000$425,000▲ $175,000
Land, Buildings, and Equipment, Net$69,639$59,479▼ $10,160
Prepaid Expenses and Deferred Charges$36,990$16,004▼ $20,986
Cash and Non-Interest-Bearing Accounts$6,128$12,785▲ $6,657
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-616,404$-633,851▼ $17,447
Total Assets$435,014$597,764▲ $162,750
Liabilities
Other Liabilities$637,000$673,000▲ $36,000
Accounts Payable and Accrued Expenses$164,418$133,615▼ $30,803
Total Liabilities$1,051,418$1,231,615▲ $180,197
Net Assets / Fund Balance
Total Net Assets Fund Balance$-616,404$-633,851▼ $17,447
Total Liabilities and Net Assets / Fund Balance$435,014$597,764▲ $162,750

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$200$217,130-
Leasehold Improvements$59,279$81,120-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jason SandelTrustee
Jerry W SandelTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,550,207
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-17,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,567,654
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
All Other Expenses---$306,128
Other Expenses---$188,629
Depreciation Depletion---$10,160
Total Functional Expenses$0$0$0$3,567,654
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$250,000$425,000▲ $175,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Ibnr$498,000
Other Notes Payable$175,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
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 is provided to the governing body to be reviewed and approved at normal scheduled meetings of the governing body.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available for public inspection upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Jerry w sandel - 300 legion road, aztec, nm 87410. Jason sandel - 300 legion road, aztec, nm 87410.

Filing and Contact Details

Filer

Filer Name
Aztec Well Servicing Company and Related
EIN
74-6559303
Phone
5053346194
Address
300 LEGION ROAD, AZTEC, NM 87410

Signing Officer

Name
Jason W Sandel
Title
Trustee
Phone
5053346194
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason W Sandel
Formed
2007
Legal Domicile
Nm
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Chandler & Company Llp
Address
2900 N HUTTON, FARMINGTON, NM 87402
Preparer
Shauna Roche
Phone
5053275052
Raw XML Appendix298 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO THE GOVERNING BODY TO BE REVIEWED AND APPROVED AT NORMAL SCHEDULED MEETINGS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JERRY W SANDEL - 300 LEGION ROAD, AZTEC, NM 87410. JASON SANDEL - 300 LEGION ROAD, AZTEC, NM 87410.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AZTEC WELL SERVICING COMPANY AND RELATED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COMPANIES MEDICAL PLAN TRUST FUND
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ReturnHeader/Filer/USAddress/CityNm0AZTEC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087410
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId009B48CECBAC3A5D291F1AF2377580CCFCBDF3FE3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId056F152930273ECE4D4F922AC209115CFDF781A02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.31.119.245
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm014:54:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850336896
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHANDLER & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 N HUTTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087402
ReturnHeader/PreparerPersonGrp/PhoneNum05053275052
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAUNA ROCHE
ReturnHeader/ReturnTs02018-05-11T15:34:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.16$2.48$2.32$1.66$1.80$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.17$2.34$2.17$1.74$1.79$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.03$2.15$2.12$1.61$1.86$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.04$1.90$1.86$1.48$1.99$0.51
2020Detailed filing. Detailed filing data is available for this year.$0.17$1.52$1.35$1.57$1.78$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.12$1.27$1.14$2.09$2.63$0.54
2018Detailed filing. Detailed filing data is available for this year.$0.58$1.18$0.60$3.01$2.98$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.60$1.23$0.63$3.55$3.57$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.44$1.05$0.62$4.61$4.74$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.91$0.49$4.19$5.46$1.27
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.58$0.78$4.76$4.43$0.33
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.65$0.45$4.01$4.12$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.58$0.56$3.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.54$0.34$3.33