Civic Intelligence

Idaho Plumbers & Pipefitters Health & Welfare Agmt & Declaration of Tr

990 • Fiscal year 2018 • EIN 82-6030679

Jun 01, 2017 to May 31, 2018 • Filed on Apr 03, 2019

Organization ProfileN/A

View Organization Page

5331 SW Macadam Ave No 220Portland, OR 97239

(503) 222-7694

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$21,015,316

Flat from 2018

Net Assets

Flat

$16,583,728

Flat from 2018

Liabilities

Flat

$4,431,588

Flat from 2018

Revenue And Expenses

Revenue

Flat

$10,126,925

Flat from 2018

Expenses

Flat

$7,866,831

Flat from 2018

Net Income

Flat

$2,260,094

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $6,351,001Liabilities 2011: $2,989,555Net Assets 2011: $3,361,4462011Assets 2012: $6,601,302Liabilities 2012: $2,294,163Net Assets 2012: $4,307,1392012Assets 2013: $9,426,643Liabilities 2013: $1,813,738Net Assets 2013: $7,612,9052013Assets 2014: $11,941,662Liabilities 2014: $1,704,340Net Assets 2014: $10,237,3222014Assets 2015: $14,300,510Liabilities 2015: $2,286,795Net Assets 2015: $12,013,7152015Assets 2016: $15,951,203Liabilities 2016: $3,004,827Net Assets 2016: $12,946,3762016Assets 2017: $18,303,451Liabilities 2017: $4,003,363Net Assets 2017: $14,300,0882017Assets 2018: $21,015,316Liabilities 2018: $4,431,588Net Assets 2018: $16,583,7282018Assets 2018: $21,015,316Liabilities 2018: $4,431,588Net Assets 2018: $16,583,7282018Assets 2019: $22,997,773Liabilities 2019: $4,721,092Net Assets 2019: $18,276,6812019Assets 2020: $23,418,810Liabilities 2020: $3,622,688Net Assets 2020: $19,796,1222020Assets 2021: $25,955,584Liabilities 2021: $4,229,601Net Assets 2021: $21,725,9832021Assets 2022: $25,943,906Liabilities 2022: $6,021,164Net Assets 2022: $19,922,7422022Assets 2023: $25,974,412Liabilities 2023: $6,362,274Net Assets 2023: $19,612,1382023Assets 2024: $28,204,358Liabilities 2024: $6,390,384Net Assets 2024: $21,813,9742024

Highlighted filing

2018

Assets$21,015,316
Liabilities$4,431,588
Net Assets$16,583,728
Open 2018 Filing

Operations Trend

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

$15M$10M$5.0M$0Expenses 2011: $7,106,2002011Expenses 2012: $5,349,9512012Revenue 2013: $7,411,064Expenses 2013: $4,050,688Net Income 2013: $3,360,3762013Revenue 2014: $7,117,880Expenses 2014: $4,725,541Net Income 2014: $2,392,3392014Revenue 2015: $7,459,121Expenses 2015: $5,338,416Net Income 2015: $2,120,7052015Revenue 2016: $7,890,561Expenses 2016: $6,584,045Net Income 2016: $1,306,5162016Revenue 2017: $8,908,283Expenses 2017: $7,877,982Net Income 2017: $1,030,3012017Revenue 2018: $10,126,925Expenses 2018: $7,866,831Net Income 2018: $2,260,0942018Revenue 2018: $10,126,925Expenses 2018: $7,866,831Net Income 2018: $2,260,0942018Revenue 2019: $10,796,561Expenses 2019: $8,883,340Net Income 2019: $1,913,2212019Revenue 2020: $9,910,357Expenses 2020: $8,269,862Net Income 2020: $1,640,4952020Revenue 2021: $9,095,142Expenses 2021: $8,757,149Net Income 2021: $337,9932021Revenue 2022: $10,731,049Expenses 2022: $10,606,960Net Income 2022: $124,0892022Revenue 2023: $11,854,687Expenses 2023: $11,133,047Net Income 2023: $721,6402023Revenue 2024: $11,401,478Expenses 2024: $10,848,347Net Income 2024: $553,1312024

Highlighted filing

2018

Revenue$10,126,925
Expenses$7,866,831
Net Income$2,260,094
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Apr 3, 2019
Return Version
2017v2.3
Gross Receipts
$24,245,401
Mission and Program Overview

Mission

To provide health and welfare benefits to participants.

TO PROVIDE H&W BENEFITS.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,300,088$16,583,728▲ $2,283,640
Investments in Publicly Traded Securities$11,141,620$16,094,900▲ $4,953,280
Cash and Non-Interest-Bearing Accounts$6,117,683$2,852,759▼ $3,264,924
Accounts Receivable$1,020,116$1,113,739▲ $93,623
Savings and Temporary Cash Investments$11,997$942,630▲ $930,633
Prepaid Expenses and Deferred Charges$12,035$11,288▼ $747
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$18,303,451$21,015,316▲ $2,711,865
Liabilities
Other Liabilities$3,916,173$3,987,216▲ $71,043
Accounts Payable and Accrued Expenses$87,190$419,875▲ $332,685
Deferred Revenue-$24,497-
Total Liabilities$4,003,363$4,431,588▲ $428,225
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,300,088$16,583,728▲ $2,283,640
Total Liabilities and Net Assets / Fund Balance$18,303,451$21,015,316▲ $2,711,865
Compensation and Service Providers

Board Members and Trustees

NameTitle
William MagnusonChairman
Dave AndersonTrustee
Mark HosickTrustee
Melvin CromwellTrustee
Teresa PaigeTrustee
John KierceSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Of Id Health Services INCClaims Administration3000 E PINE ST, Meridian, ID 83642$559,266
BenesysAdministrator5331 SW MACADAM AVE 220, Portland, OR 97239$135,187
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,887,709
Investment Income
$239,216
Other Revenue
$0
Change in Net Assets
$2,260,094

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,125,649
Revenue Not Reported on Financial Statements
$1,276
Revenue Not Reported on Form 990
$23,546
Total Revenue per Audited Statements
$10,149,195
Total Revenue per Form 990
$10,126,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$898,572
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---$6,968,259
Fees for Services Management---$665,593
Fees for Services Other---$109,785
Fees for Services Legal---$52,054
Fees for Services Accounting---$29,345
Insurance---$10,584
Office Expenses---$8,035
Fees for Service Investment Mgmnt Fees---$6,119
Travel---$5,331
Other Expenses---$1,052
All Other Expenses---$362
Total Functional Expenses$0$0$0$7,866,831

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,866,831
Expenses per Audited Statements$7,807,069
Total Expenses per Audited Statements$7,807,069
Expenses Not Reported on Financial Statements$59,762
Other Expense Adjustments$58,486
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Liability for Future Eligibility$3,240,000
Claims Payable and Claims Incurred But Not Reported$747,216
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Effective october 1, 2015 the board of trustees hired benesys, inc., a third party administrator in portland, or to manage the day to day operations of the plan.”

Form 990, Part VI, Section B, Line 11B

“Reviewed by the governing body prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The trustees are required to annually provide a written statement that they are not aware of any conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE ON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Idaho Pipe Trades Trust
EIN
82-6030679
Phone
5032227694
Address
5331 SW MACADAM AVE NO 220, PORTLAND, OR 97239

Signing Officer

Name
William Magnuson
Title
Chairman
Phone
5032227694
Signed
2019-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Magnuson
Formed
1967
Legal Domicile
Id
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
Michael T Mead CPA
Phone
4252506100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process and methods for selecting the indepedent auditor have not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“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 the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in amounts due insurance companies -12,557. Change in claims payable and ibnr -428,957. Change in estimated liability for future eligibility 500,000.”

Raw XML AppendixShowing 400 of 409 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/RevenueSubtotalAmt010125649
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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 THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN AMOUNTS DUE INSURANCE COMPANIES -12,557. CHANGE IN CLAIMS PAYABLE AND IBNR -428,957. CHANGE IN ESTIMATED LIABILITY FOR FUTURE ELIGIBILITY 500,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07866831
IRS990ScheduleD/TotalLiabilityAmt03987216
IRS990ScheduleD/TotalRevenuePerForm990Amt010126925
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010149195
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07807069
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE OCTOBER 1, 2015 THE BOARD OF TRUSTEES HIRED BENESYS, INC., A THIRD PARTY ADMINISTRATOR IN PORTLAND, OR TO MANAGE THE DAY TO DAY OPERATIONS OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES ARE REQUIRED TO ANNUALLY PROVIDE A WRITTEN STATEMENT THAT THEY ARE NOT AWARE OF ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS AND METHODS FOR SELECTING THE INDEPEDENT AUDITOR HAVE NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ACCO ENGINEERED SYSTEMS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ADVANCED PLUMBING & MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2BABCOCK & WILCOX CO TSG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3BASSET MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4CARRIER COMMERCIAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5GEM STATE MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6INTERMECH INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7JH KELLY LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8JOHNSON CONTROLS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9L&L MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10PAIGE MECHANICAL GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11PERMACOLD ENGINEERING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12RM MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13YMC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14STAINLESS SPECIALISTS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15DAIKIN APPLIED MATERIALS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16FLUOR IDAHO LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17TOTAL FACILITIES SOLUTIONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18LOUIS A ROSER COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19VISTA MECHANICAL LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20FM HASKELL CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21MECH TECH SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22REFRIGERATION UNLIMITED INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0ORION MECHANICAL AND INDUSTRIAL LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1SHAMBAUGH & SON LP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL UNION 296
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PLUMBERS & PIPEFITTERS LOCAL 648
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt018303451
IRS990/TotalAssetsEOYAmt021015316
IRS990/TotalAssetsGrp/BOYAmt018303451
IRS990/TotalAssetsGrp/EOYAmt021015316
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07866831
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04003363
IRS990/TotalLiabilitiesEOYAmt04431588
IRS990/TotalLiabilitiesGrp/BOYAmt04003363
IRS990/TotalLiabilitiesGrp/EOYAmt04431588
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014300088
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016583728
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt09887709
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0239216
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09887709
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010126925
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018303451
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021015316
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt05331
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097239
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05032227694
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-03
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ReturnHeader/Filer/BusinessNameControlTxt0IDAH
ReturnHeader/Filer/EIN0826030679
ReturnHeader/Filer/PhoneNum05032227694
ReturnHeader/Filer/USAddress/AddressLine1Txt05331 SW MACADAM AVE NO 220
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097239
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-04-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:07:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010700 NORTHUP WAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA

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
$21,015,316
Liabilities
$4,431,588
Net assets
$16,583,728
Revenue
$10,126,925
Expenses
$7,866,831
Net income
$2,260,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$6.39$21.8$11.4$10.8$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$6.36$19.6$11.9$11.1$0.72
2022Detailed filing. Detailed filing data is available for this year.$25.9$6.02$19.9$10.7$10.6$0.12
2021Detailed filing. Detailed filing data is available for this year.$26.0$4.23$21.7$9.10$8.76$0.34
2020Detailed filing. Detailed filing data is available for this year.$23.4$3.62$19.8$9.91$8.27$1.64
2019Detailed filing. Detailed filing data is available for this year.$23.0$4.72$18.3$10.8$8.88$1.91
2018Detailed filing. Detailed filing data is available for this year.$21.0$4.43$16.6$10.1$7.87$2.26
2018Detailed filing. Detailed filing data is available for this year.$21.0$4.43$16.6$10.1$7.87$2.26
2017Detailed filing. Detailed filing data is available for this year.$18.3$4.00$14.3$8.91$7.88$1.03
2016Detailed filing. Detailed filing data is available for this year.$16.0$3.00$12.9$7.89$6.58$1.31
2015Detailed filing. Detailed filing data is available for this year.$14.3$2.29$12.0$7.46$5.34$2.12
2014Detailed filing. Detailed filing data is available for this year.$11.9$1.70$10.2$7.12$4.73$2.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.43$1.81$7.61$7.41$4.05$3.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$2.29$4.31$5.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.35$2.99$3.36$7.11