Civic Intelligence

Katzson Bros Inc Veba Plan & Trust

990 • Fiscal year 2012 • EIN 84-0960403

Aug 01, 2011 to Jul 31, 2012 • Filed on Nov 30, 2012

Organization ProfileKATZSON.COM

View Organization Page

31 Cherry Lane Drive80110
Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2012 filings • 501(c)9 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

54th percentile

0.3%

Faster asset growth than 54% of similar nonprofits.

2012 filings • 501(c)9 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$465,614

Up $1,576 (+0.3%) from 2011

Net Assets

Up

$465,614

Up $1,576 (+0.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$14,704

Down $165,998 (-92%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2012

Assets$465,614
Liabilities$0
Net Assets$465,614
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$14,704
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2011 to Jul 31, 2012
Signed
Nov 30, 2012
Return Version
2011v1.2
Gross Receipts
$211,528
Mission and Program Overview

Mission

NONE

Filing and Contact Details

Filer

EIN
84-0960403
Raw XML Appendix242 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
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IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0EMPLOYEE BENEFITS (SEC 501(C)9)
IRS990/AddressPrincipalOfficerUS/AddressLine1031 CHERRY LANE DRIVE
IRS990/AddressPrincipalOfficerUS/City0ENGLEWOOD
IRS990/AddressPrincipalOfficerUS/State0CO
IRS990/AddressPrincipalOfficerUS/ZIPCode080110
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear036927
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/EOY01
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IRS990/ContributionsGrantsPriorYear00
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IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0N/A
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total012000
IRS990/FeesForServicesInvstMgmntFees/Total02704
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/NamePerson0SEYMOUR KATZSON
IRS990/Form990PartVIISectionA/NamePerson1RICHARD H RIGHT
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/Form990-TFiled01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities020220
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0215468
IRS990/GrossReceipts0211528
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear028756
IRS990/InvestmentIncomePriorYear03939
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome08536
IRS990/InvestmentIncome/TotalRevenueColumn08536
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY0405709
IRS990/InvestmentsPubTradedSecurities/EOY0255816
IRS990/LessCostOthBasisSalesExpenses/Securities0195248
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0NONE
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0RICHARD RIGHT
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers00
IRS990/NbrVotingMembersGoverningBody00
IRS990/NetAssetsOrFundBalancesBOY0464038
IRS990/NetAssetsOrFundBalancesEOY0465614
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome020220
IRS990/NetGainOrLossInvestments/TotalRevenueColumn020220
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear0143775
IRS990/OtherExpensesCurrentYear014704
IRS990/OtherRevenueCurrentYear0-12476
IRS990/OtherRevenueMisc/BusinessCode0525990
IRS990/OtherRevenueMisc/Description0UNREALIZED GAINS/LOSSE
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome0-12476
IRS990/OtherRevenueMisc/TotalRevenueColumn0-12476
IRS990/OtherRevenuePriorYear017036
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses01576
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY0464038
IRS990/RetainedEarningsEndowmentEtc/EOY0465614
IRS990/RevenuesLessExpensesCY01576
IRS990/RevenuesLessExpensesPriorYear0-159727
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY058329
IRS990/SavingsAndTempCashInvestments/EOY0209797
IRS990/ScheduleBRequired00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0TRUSTEE REVIEW
IRS990ScheduleO/GeneralExplanation/Explanation1PROVIDE COPIES UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation2SEYMOUR KATZSON - 1900 EAST GIRARD #1008, ENGLEWOOD, CO 80110. RICHARD H RIGHT - 31 CHERRY LANE DRIVE, ENGLEWOOD, CO 80110.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CO
IRS990/StatesWhereCopyOfReturnIsFiled0CO
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1031 CHERRY LANE DRIVE
IRS990/TheBooksAreInCareOf/AddressUS/City0ENGLEWOOD
IRS990/TheBooksAreInCareOf/AddressUS/State0CO
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode080110
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10RICHARD RIGHT
IRS990/TheBooksAreInCareOf/TelephoneNumber03038933535
IRS990/TotalAssets/BOY0464038
IRS990/TotalAssetsBOY0464038
IRS990/TotalAssets/EOY0465614
IRS990/TotalAssetsEOY0465614
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear014704
IRS990/TotalExpensesPriorYear0180702
IRS990/TotalFunctionalExpenses/Total014704
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
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IRS990/TotalLiabilitiesEOY00
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IRS990/TotalNbrVolunteers00
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IRS990/TotalOtherRevenue0-12476
IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalReportableCompFrmRltdOrgs00
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IRS990/TotalRevenue/ExclusionAmount00
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IRS990/TotalRevenue/RelatedOrExemptFunctionIncome016280
IRS990/TotalRevenue/TotalRevenueColumn016280
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome01
IRS990/UponRequest0X
IRS990/WebSite0KATZSON.COM
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01983
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0840960403
ReturnHeader/Filer/Name/BusinessNameLine10KATZSON BROS INC VEBA PLAN & TRUST
ReturnHeader/Filer/NameControl0KATZ
ReturnHeader/Filer/Phone03038933535
ReturnHeader/Filer/USAddress/AddressLine1031 CHERRY LANE DRIVE
ReturnHeader/Filer/USAddress/City0ENGLEWOOD
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080110
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-30
ReturnHeader/Officer/Name0RICHARD RIGHT
ReturnHeader/Officer/Phone03038933535
ReturnHeader/Officer/Title0MANAGER
ReturnHeader/PreparerFirm/EIN0841003319
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10IAN D GARDENSWARTZ & ASSOCIATES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106825 E TENNESSEE SUITE 235
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DENVER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0802241630
ReturnHeader/Preparer/Name0RICH L MERG
ReturnHeader/Preparer/Phone03033883782
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-08-01
ReturnHeader/TaxPeriodEndDate02012-07-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-01-11T14:30:46-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$465,614
Liabilities
$0
Net assets
$465,614
Revenue
-
Expenses
$14,704
Net income
-
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