Civic Intelligence

Katzson Bros Inc Veba Plan & Trust

990 • Fiscal year 2017 • EIN 84-0960403

Aug 01, 2016 to Jul 31, 2017 • Filed on Apr 23, 2018

Organization ProfileKATZSON.COM

View Organization Page

31 Cherry Lane DriveEnglewood, CO 80110

(303) 893-3535

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.00x

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

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Net Margin

93rd percentile

76%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

91st percentile

$206,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 275.1% of source-year revenue.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Asset Growth

64th percentile

7.9%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

503%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$573,958

Up $42,051 (+7.9%) from 2016

Net Assets

Up

$573,958

Up $57,101 (+11%) from 2016

Liabilities

Down

$0

Down $15,050 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin93rd percentile

Revenue

Up

$74,886

Up $62,457 (+503%) from 2016

Expenses

Down

$17,785

Down $13,070 (-42%) from 2016

Net Income

Up

$57,101

Up $75,527 (+410%) from 2016

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

2017

Assets$573,958
Liabilities$0
Net Assets$573,958
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

2017

Revenue$74,886
Expenses$17,785
Net Income$57,101
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Apr 23, 2018
Return Version
2016v3.0
Gross Receipts
$85,263
Mission and Program Overview

Mission

NONE

Employee benefits (sec 501(c)9)

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$516,857$573,958▲ $57,101
Investments in Publicly Traded Securities$515,142$566,438▲ $51,296
Savings and Temporary Cash Investments$16,764$7,521▼ $9,243
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$1$-1▼ $2
Total Assets$531,907$573,958▲ $42,051
Liabilities
Accounts Payable and Accrued Expenses$15,050--
Total Liabilities$15,050$0▼ $15,050
Net Assets / Fund Balance
Total Net Assets Fund Balance$516,857$573,958▲ $57,101
Total Liabilities and Net Assets / Fund Balance$531,907$573,958▲ $42,051
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleBaseOtherTotal
Richard H RightTrustee$195,000$11,000$206,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$7,152
Other Revenue
$67,734
Change in Net Assets
$57,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,683
Salaries, Compensation, and Employee Benefits$1,102
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting---$12,000
Fees for Service Investment Mgmnt Fees---$4,021
Payroll Taxes---$1,102
Fees for Services Other---$650
Office Expenses---$12
Total Functional Expenses$0$0$0$17,785
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 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, Part VI, Section B, Line 11B

“TRUSTEE REVIEW”

Form 990, Part VI, Section C, Line 19

“Provide copies upon request”

Filing and Contact Details

Filer

Filer Name
Katzson Bros Inc Veba Plan & Trust
EIN
84-0960403
Phone
3038933535
Address
31 CHERRY LANE DRIVE, ENGLEWOOD, CO 80110

Signing Officer

Name
Richard Right
Title
Manager
Phone
3038933535
Signed
2018-04-23
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
Volunteers
0

Preparer

Firm
Ian D Gardenswartz & Associates Pc
Address
6825 E TENNESSEE SUITE 235, DENVER, CO 80224-1630
Preparer
Rich L Merg
Phone
3033883782
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 3B

“No excess funding in plan year ended 7-31-17”

Raw XML Appendix263 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/AccountantCompileOrReviewInd00
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EMPLOYEE BENEFITS (SEC 501(C)9)
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IRS990/BooksInCareOfDetail/PhoneNum03038933535
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt031 CHERRY LANE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ENGLEWOOD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080113
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CashNonInterestBearingGrp/BOYAmt01
IRS990/CashNonInterestBearingGrp/EOYAmt0-1
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07152
IRS990/CYOtherExpensesAmt016683
IRS990/CYOtherRevenueAmt067734
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt057101
IRS990/CYSalariesCompEmpBnftPaidAmt01102
IRS990/CYTotalExpensesAmt017785
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt074886
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt012000
IRS990/FeesForServicesOtherGrp/TotalAmt0650
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04021
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD H RIGHT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0206000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-10377
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt085263
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt017529
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017529
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0515142
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0566438
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010377
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0516857
IRS990/NetAssetsOrFundBalancesEOYAmt0573958
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-10377
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-10377
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt012
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0525990
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAINS/LOSSE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt067734
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt067734
IRS990/OtherRevenueTotalAmt067734
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt01102
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD RIGHT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt014400
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt023747
IRS990/PYOtherExpensesAmt016455
IRS990/PYOtherRevenueAmt0-11318
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-18426
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt030855
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012429
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt057101
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0516857
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0573958
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016764
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07521
IRS990/ScheduleBRequiredInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0195000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount011000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICHARD H RIGHT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0206000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO EXCESS FUNDING IN PLAN YEAR ENDED 7-31-17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEE REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE COPIES UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0531907
IRS990/TotalAssetsEOYAmt0573958
IRS990/TotalAssetsGrp/BOYAmt0531907
IRS990/TotalAssetsGrp/EOYAmt0573958
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt017785
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015050
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt015050
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0516857
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt0206000
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0531907
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt031 CHERRY LANE DRIVE
IRS990/USAddress/CityNm0ENGLEWOOD
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080113
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0KATZSON.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD RIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum03038933535
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATZSON BROS INC VEBA PLAN & TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KATZ
ReturnHeader/Filer/EIN0840960403
ReturnHeader/Filer/PhoneNum03038933535
ReturnHeader/Filer/USAddress/AddressLine1Txt031 CHERRY LANE DRIVE
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05B721FFF59B2B9FFBD11AB97F45DA1EBFA14731F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.198.211.145
ReturnHeader/FilingSecurityInformation/IPDt02018-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm011:42:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841003319
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IAN D GARDENSWARTZ & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06825 E TENNESSEE SUITE 235
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0802241630
ReturnHeader/PreparerPersonGrp/PhoneNum03033883782
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICH L MERG
ReturnHeader/ReturnTs02018-05-03T20:25:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$573,958
Liabilities
$0
Net assets
$573,958
Revenue
$74,886
Expenses
$17,785
Net income
$57,101
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
2017Detailed filing. Detailed filing data is available for this year.$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