Civic Intelligence

Katzson Bros Inc Veba Plan & Trust

990 • Fiscal year 2013 • EIN 84-0960403

Aug 01, 2012 to Jul 31, 2013 • Filed on Feb 28, 2014

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

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

64th percentile

5.5%

Faster asset growth than 64% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$491,318

Up $25,704 (+5.5%) from 2012

Net Assets

Up

$479,702

Up $14,088 (+3.0%) from 2012

Liabilities

Up

$11,616

Up $11,616 from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$26,678

Up $11,974 (+81%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2013

Assets$491,318
Liabilities$11,616
Net Assets$479,702
Open 2013 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

2013

Revenue-
Expenses$26,678
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Feb 28, 2014
Return Version
2012v2.1
Gross Receipts
$40,766
Mission and Program Overview

Mission

NONE

Filing and Contact Details

Filer

EIN
84-0960403
Raw XML Appendix252 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
IRS990/AccountantCompileOrReview00
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/BenefitsPaidToMembersCY011616
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BenefitsToMembers/Total011616
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY01
IRS990/CashNonInterestBearing/EOY01
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IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
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IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
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/Total03062
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/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities0506
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0506
IRS990/GrossReceipts040766
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartV0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear011676
IRS990/InvestmentIncomePriorYear028756
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome011170
IRS990/InvestmentIncome/TotalRevenueColumn011170
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY0255816
IRS990/InvestmentsPubTradedSecurities/EOY0460444
IRS990/LessCostOthBasisSalesExpenses/Securities00
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/NetAssetsOrFundBalancesBOY0465614
IRS990/NetAssetsOrFundBalancesEOY0479702
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0506
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0506
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/OtherExpensePriorYear014704
IRS990/OtherExpensesCurrentYear015062
IRS990/OtherLiabilities/BOY00
IRS990/OtherLiabilities/EOY011616
IRS990/OtherRevenueCurrentYear029090
IRS990/OtherRevenueMisc/BusinessCode0525990
IRS990/OtherRevenueMisc/Description0UNREALIZED GAINS/LOSSE
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome029090
IRS990/OtherRevenueMisc/TotalRevenueColumn029090
IRS990/OtherRevenuePriorYear0-12476
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses014088
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY0465614
IRS990/RetainedEarningsEndowmentEtc/EOY0479702
IRS990/RevenuesLessExpensesCY014088
IRS990/RevenuesLessExpensesPriorYear01576
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY0209797
IRS990/SavingsAndTempCashInvestments/EOY030873
IRS990/ScheduleBRequired00
IRS990ScheduleD/OtherLiabilities/Amount011616
IRS990ScheduleD/OtherLiabilities/Description0DISTRIBUTIONS PAYABLE
IRS990ScheduleD/TotalOfAmounts011616
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0NO EXCESS FUNDING IN PLAN YEAR ENDED 7-31-13
IRS990ScheduleO/GeneralExplanation/Explanation1TRUSTEE REVIEW
IRS990ScheduleO/GeneralExplanation/Explanation2PROVIDE COPIES UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation3SEYMOUR KATZSON - 1900 EAST GIRARD #1008, ENGLEWOOD, CO 80110. RICHARD H RIGHT - 31 CHERRY LANE DRIVE, ENGLEWOOD, CO 80110.
IRS990ScheduleO/GeneralExplanation/Identifier0EXPLANATION FOR NOT FILING FORM 990-T
IRS990ScheduleO/GeneralExplanation/Identifier1CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART V, LINE 3B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 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/BOY0465614
IRS990/TotalAssetsBOY0465614
IRS990/TotalAssets/EOY0491318
IRS990/TotalAssetsEOY0491318
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear026678
IRS990/TotalExpensesPriorYear014704
IRS990/TotalFunctionalExpenses/Total026678
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
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IRS990/TotalLiabilitiesEOY011616
IRS990/TotalLiabNetAssetsFundBalances/BOY0465614
IRS990/TotalLiabNetAssetsFundBalances/EOY0491318
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0465614
IRS990/TotalNetAssetsFundBalances/EOY0479702
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue029090
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear040766
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear016280
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome040766
IRS990/TotalRevenue/TotalRevenueColumn040766
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0KATZSON.COM
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01983
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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/DateSigned02014-02-28
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/TaxPeriodBeginDate02012-08-01
ReturnHeader/TaxPeriodEndDate02013-07-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-03-02T23:45:31-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$491,318
Liabilities
$11,616
Net assets
$479,702
Revenue
-
Expenses
$26,678
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