Civic Intelligence

Katzson Bros Inc Veba Plan & Trust

EIN 84-0960403 • 501(c)9 • Englewood, CO

Profile

NONE

31 Cherry Lane DriveEnglewood, CO 80113

katzson.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

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

95th percentile

$195,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 446.1% of source-year revenue.

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

Asset Growth

87th percentile

9.1%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

58th percentile

-13%

Faster revenue growth than 58% of similar nonprofits.

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

Assets

Up

$344,803

Up $28,702 (+9.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$344,803

Up $28,702 (+9.1%) from 2024

Revenue

Down

$43,715

Down $6,683 (-13%) from 2024

Expenses

Up

$15,012

Up $12,644 (+534%) from 2024

Net Income

Down

$28,703

Down $19,327 (-40%) from 2024

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $464,038Liabilities 2011: $0Net Assets 2011: $464,0382011Assets 2012: $465,614Liabilities 2012: $0Net Assets 2012: $465,6142012Assets 2013: $491,318Liabilities 2013: $11,616Net Assets 2013: $479,7022013Assets 2014: $519,258Liabilities 2014: $0Net Assets 2014: $519,2582014Assets 2015: $535,283Liabilities 2015: $0Net Assets 2015: $535,2832015Assets 2016: $531,907Liabilities 2016: $15,050Net Assets 2016: $516,8572016Assets 2017: $573,958Liabilities 2017: $0Net Assets 2017: $573,9582017Assets 2018: $633,847Liabilities 2018: $0Net Assets 2018: $633,8472018Assets 2019: $438,376Liabilities 2019: $0Net Assets 2019: $438,3762019Assets 2020: $403,693Liabilities 2020: $0Net Assets 2020: $403,6932020Assets 2021: $533,200Liabilities 2021: $0Net Assets 2021: $533,2002021Assets 2022: $237,837Liabilities 2022: $0Net Assets 2022: $237,8372022Assets 2023: $268,071Liabilities 2023: $0Net Assets 2023: $268,0712023Assets 2024: $316,101Liabilities 2024: $0Net Assets 2024: $316,1012024Assets 2025: $344,803Liabilities 2025: $0Net Assets 2025: $344,8032025

Highlighted filing

2025

Assets$344,803
Liabilities$0
Net Assets$344,803

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $20,975Expenses 2011: $180,702Net Income 2011: -$159,7272011Expenses 2012: $14,7042012Expenses 2013: $26,6782013Revenue 2014: $56,917Expenses 2014: $17,361Net Income 2014: $39,5562014Revenue 2015: $32,612Expenses 2015: $16,587Net Income 2015: $16,0252015Revenue 2016: $12,429Expenses 2016: $30,855Net Income 2016: -$18,4262016Revenue 2017: $74,886Expenses 2017: $17,785Net Income 2017: $57,1012017Revenue 2018: $76,784Expenses 2018: $16,896Net Income 2018: $59,8882018Revenue 2019: $23,790Expenses 2019: $219,261Net Income 2019: -$195,4712019Revenue 2020: $17,358Expenses 2020: $52,041Net Income 2020: -$34,6832020Revenue 2021: -$292Expenses 2021: $15,816Net Income 2021: -$16,1082021Revenue 2022: $134,499Expenses 2022: $303,626Net Income 2022: -$169,1272022Revenue 2023: $31,424Expenses 2023: $1,190Net Income 2023: $30,2342023Revenue 2024: $50,398Expenses 2024: $2,368Net Income 2024: $48,0302024Revenue 2025: $43,715Expenses 2025: $15,012Net Income 2025: $28,7032025

Highlighted filing

2025

Revenue$43,715
Expenses$15,012
Net Income$28,703

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.00$3.45$0.44$0.15$0.29
2024Summary only. Only limited summary data is available for this year.$3.16$0.00$3.16$0.50$0.02$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.31$0.01$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.00$2.38$1.34$3.04$1.69
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.00$5.33$0.00$0.16$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.17$0.52$0.35
2019Summary only. Only limited summary data is available for this year.$4.38$0.00$4.38$0.24$2.19$1.95
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.00$6.34$0.77$0.17$0.60
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.00$5.74$0.75$0.18$0.57
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.15$5.17$0.12$0.31$0.18
2015Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.33$0.17$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.57$0.17$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$0.12$4.80$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.00$4.66$0.15
2011Summary only. Only limited summary data is available for this year.$4.64$0.00$4.64$0.21$1.81$1.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Oct 21, 2025
Return Version
2024v5.0
Gross Receipts
$43,715
Mission and Program Overview

Mission

NONE

HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$316,100$344,803▲ $28,703
Investments in Publicly Traded Securities$247,818$342,802▲ $94,984
Cash and Non-Interest-Bearing Accounts$68,282$2,001▼ $66,281
Total Assets$316,100$344,803▲ $28,703
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$316,100$344,803▲ $28,703
Total Liabilities and Net Assets / Fund Balance$316,100$344,803▲ $28,703
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard RightTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,339
Other Revenue
$38,376
Change in Net Assets
$28,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,012
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
Fees for Service Investment Mgmnt Fees-$14,967-$14,967
Fees for Services Other-$45-$45
Total Functional Expenses$0$15,012$0$15,012
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

Provide copies upon request

Filing and Contact Details

Filer

Filer Name
Katzson Bros Inc Veba Plan &
EIN
84-0960403
Phone
3038933535
Address
31 CHERRY LANE DRIVE, ENGLEWOOD, CO 80113

Signing Officer

Name
Richard Right
Title
Trustee
Phone
3038933535
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Right
Formed
1983
Legal Domicile
Co
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ian D Gardenswartz & Associates Pc
Address
6825 E TENNESSEE AVE 235, DENVER, CO 80224
Preparer
Ian D Gardenswartz
Phone
3033883782
Supplemental Narrative

Additional Explanations

Form 990, Part XI

UNREALIZED GAINS 39,687

Form 990, Part XI, Line 9

UNREALIZED GAINS 0

Raw XML Appendix227 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/GrossReceiptsAmt043715
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt05339
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0247818
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IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt0316100
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0316100
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0195000
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ReturnHeader/ReturnTs02025-10-29T13:09:58-04:00
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ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • <$500k nonprofits