Civic Intelligence

Dxp Enterprises Inc Employee Benefit Plan Trust

990 • Fiscal year 2018 • EIN 76-0071162

Aug 01, 2017 to Jul 31, 2018 • Filed on May 30, 2019

Organization ProfileN/A
PO Box 1697Houston, TX 77251-1697

(713) 996-4700

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.00x

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

35th percentile

0.0%

Higher net margin than 35% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

48th percentile

0.0%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-6.8%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

Flat

$1,037

Flat from 2017

Net Assets

Flat

$1,037

Flat from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin35th percentile

Revenue

Down

$24,816,129

Down $1,807,320 (-6.8%) from 2017

Expenses

Down

$24,816,129

Down $1,807,320 (-6.8%) from 2017

Net Income

Flat

$0

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.5K$1.0K$500$0Assets 2010: $1,037Liabilities 2010: $0Net Assets 2010: $1,0372010Assets 2011: $1,037Liabilities 2011: $0Net Assets 2011: $1,0372011Assets 2012: $1,037Liabilities 2012: $0Net Assets 2012: $1,0372012Assets 2013: $1,037Liabilities 2013: $0Net Assets 2013: $1,0372013Assets 2014: $1,037Liabilities 2014: $0Net Assets 2014: $1,0372014Assets 2015: $1,037Liabilities 2015: $0Net Assets 2015: $1,0372015Assets 2016: $1,037Liabilities 2016: $0Net Assets 2016: $1,0372016Assets 2017: $1,037Liabilities 2017: $0Net Assets 2017: $1,0372017Assets 2018: $1,037Liabilities 2018: $0Net Assets 2018: $1,0372018Assets 2019: $1,037Liabilities 2019: $0Net Assets 2019: $1,0372019Assets 2020: $1,037Liabilities 2020: $0Net Assets 2020: $1,0372020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$1,037
Liabilities$0
Net Assets$1,037
Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

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

$40M$30M$20M$10M$0Expenses 2010: $7,976,8742010Revenue 2011: $13,055,946Expenses 2011: $13,055,946Net Income 2011: $02011Expenses 2012: $17,130,7402012Expenses 2013: $18,907,5312013Revenue 2014: $24,834,580Expenses 2014: $24,834,580Net Income 2014: $02014Revenue 2015: $29,707,217Expenses 2015: $29,707,217Net Income 2015: $02015Revenue 2016: $31,048,344Expenses 2016: $31,048,344Net Income 2016: $02016Revenue 2017: $26,623,449Expenses 2017: $26,623,449Net Income 2017: $02017Revenue 2018: $24,816,129Expenses 2018: $24,816,129Net Income 2018: $02018Revenue 2019: $24,755,584Expenses 2019: $24,755,584Net Income 2019: $02019Revenue 2020: $26,462,755Expenses 2020: $26,462,755Net Income 2020: $02020Revenue 2021: $27,742,069Expenses 2021: $27,742,069Net Income 2021: $02021Revenue 2022: $27,198,996Expenses 2022: $27,198,996Net Income 2022: $02022Revenue 2023: $33,416,583Expenses 2023: $33,416,583Net Income 2023: $02023Revenue 2024: $37,510,955Expenses 2024: $37,510,955Net Income 2024: $02024

Highlighted filing

2018

Revenue$24,816,129
Expenses$24,816,129
Net Income$0
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
May 30, 2019
Return Version
2017v2.3
Gross Receipts
$24,816,129
Mission and Program Overview

Mission

Welfare benefit plan - the trust provides major medical, dental, vision, life, accident and long term disability insurance to substantially all full time employees who elect to be covered.

This organization is a welfare benefit plan that provides medical, dental, vision, life, accident,& long-term disability insurance to full-time employees who elect to be covered.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,037$1,037→ $0
Rtn Earn Endowment Incm Other Fnds$1,037$1,037→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,037$1,037→ $0
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,037$1,037→ $0
Total Liabilities and Net Assets / Fund Balance$1,037$1,037→ $0
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Kent YeeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,816,129
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,816,129
Total Revenue per Audited Statements
$24,816,129
Total Revenue per Form 990
$24,816,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,937,172
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$19,878,957--$19,878,957
Other Expenses$883,144$4,054,028-$4,054,028
Total Functional Expenses$20,762,101$4,054,028$0$24,816,129

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,816,129
Total Expenses per Audited Statements$24,816,129
Total Expenses per Form 990$24,816,129
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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

method of reviewing form 990, Part VI, Section B, line 11B

“The cfo, controller and vice-president of hr meet to review form 990 before it is filed.”

public disclosure of documents, Part VI, section C, line 19

“Governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Dxp Enterprises Inc Employee Benefit
EIN
76-0071162
In Care Of
% DXP ENTERPRISES INC
Phone
7139964700
Address
PO BOX 1697, HOUSTON, TX 77251-1697

Signing Officer

Name
Kent Yee
Title
authorized signer
Phone
7139964700
Signed
2019-05-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
kent yee
Formed
1983
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Eepb Pc
Address
2950 NORTH LOOP W SUITE 1200, HOUSTON, TX 77092
Preparer
Nancy L Bailey
Phone
7136220016
Supplemental Narrative

Financial Statement Notes

FIN 48 FOOTNOTE, PART IV, Line 11F

“The trust did not have any unrecognized tax benefits as of july 31, 2018 and does not expect this to change significantly over the next 12 months. In accordance with fasb asc 740-10-25, the trust will recognize interest and penalties accrued on any unrecognized tax benefits as a component of income tax expense. As of july 31, 2018, the trust has not accrued interest or penalties related to uncertain tax positions.”

Raw XML Appendix339 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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IRS990/GamingActivitiesInd0false
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IRS990/GoverningBodyVotingMembersCnt00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AS OF JULY 31, 2018 AND DOES NOT EXPECT THIS TO CHANGE SIGNIFICANTLY OVER THE NEXT 12 MONTHS. IN ACCORDANCE WITH FASB ASC 740-10-25, THE TRUST WILL RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF INCOME TAX EXPENSE. AS OF JULY 31, 2018, THE TRUST HAS NOT ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FIN 48 FOOTNOTE, PART IV, Line 11f
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CFO, CONTROLLER AND VICE-PRESIDENT OF HR MEET TO REVIEW FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0method of reviewing form 990, Part VI, Section B, line 11b
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ReturnHeader/ReturnTs02019-05-23T09:09:07-05:00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,037
Liabilities
$0
Net assets
$1,037
Revenue
$24,816,129
Expenses
$24,816,129
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$37.5$37.5$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$33.4$33.4$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$27.2$27.2$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$27.7$27.7$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$26.5$26.5$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$24.8$24.8$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$24.8$24.8$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$26.6$26.6$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$31.0$31.0$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$29.7$29.7$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$24.8$24.8$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$18.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$17.1
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$13.1$13.1$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$7.98