Civic Intelligence

Agfinity Inc Employee Benefit Plan Trust

990 • Fiscal year 2017 • EIN 84-0962869

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2019

Organization ProfileN/A
260 Factory RoadEaton, CO 80615

(970) 454-4072

Siviq Scores

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

Liabilities / Assets

61st percentile

0.04x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.00x

Higher debt load relative to revenue than 43% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

65th percentile

9.3%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

95th percentile

$380,326

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

7th percentile

-39%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-10.0%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$93,188

Down $60,679 (-39%) from 2016

Net Assets

Up

$89,578

Up $165,300 (+218%) from 2016

Liabilities

Down

$3,610

Down $225,979 (-98%) from 2016

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin65th percentile

Revenue

Down

$1,776,087

Down $196,788 (-10.0%) from 2016

Expenses

Down

$1,610,787

Down $425,800 (-21%) from 2016

Net Income

Up

$165,300

Up $229,012 (+359%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MAssets 2011: $110,563Liabilities 2011: $369,609Net Assets 2011: -$259,0462011Assets 2012: $374,161Liabilities 2012: $254,421Net Assets 2012: $119,7402012Assets 2013: $335,420Liabilities 2013: $357,276Net Assets 2013: -$21,8562013Assets 2014: $243,135Liabilities 2014: $1,030,321Net Assets 2014: -$787,1862014Assets 2015: $309,595Liabilities 2015: $321,605Net Assets 2015: -$12,0102015Assets 2016: $153,867Liabilities 2016: $229,589Net Assets 2016: -$75,7222016Assets 2017: $93,188Liabilities 2017: $3,610Net Assets 2017: $89,5782017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2017

Assets$93,188
Liabilities$3,610
Net Assets$89,578
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,549,7222011Expenses 2012: $925,8012012Revenue 2013: $1,332,275Expenses 2013: $1,473,871Net Income 2013: -$141,5962013Revenue 2014: $1,933,491Expenses 2014: $2,735,181Net Income 2014: -$801,6902014Revenue 2015: $2,781,114Expenses 2015: $2,005,938Net Income 2015: $775,1762015Revenue 2016: $1,972,875Expenses 2016: $2,036,587Net Income 2016: -$63,7122016Revenue 2017: $1,776,087Expenses 2017: $1,610,787Net Income 2017: $165,3002017Revenue 2018: $1,385,647Expenses 2018: $1,475,225Net Income 2018: -$89,5782018

Highlighted filing

2017

Revenue$1,776,087
Expenses$1,610,787
Net Income$165,300
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2019
Return Version
2017v2.3
Gross Receipts
$1,776,087
Mission and Program Overview

Mission

Establishing the Fund to provide benefits under the Health & Welfare Program, which benefits may include, as determined by the Trust Committee, basic or major medical, dental, or other sick or accident benefits for employees and their dependent families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$153,867$0▼ $153,867
Cash and Non-Interest-Bearing Accounts$0$89,578▲ $89,578
Rtn Earn Endowment Incm Other Fnds$-75,722$89,578▲ $165,300
Accounts Receivable$0$3,610▲ $3,610
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$153,867$93,188▼ $60,679
Liabilities
Other Liabilities$217,281$0▼ $217,281
Accounts Payable and Accrued Expenses$12,308$3,610▼ $8,698
Total Liabilities$229,589$3,610▼ $225,979
Net Assets / Fund Balance
Total Net Assets Fund Balance$-75,722$89,578▲ $165,300
Total Liabilities and Net Assets / Fund Balance$153,867$93,188▼ $60,679

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$2,716$2,716
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleOtherTotal
Rob LyonsChief Financial Officer$110,791$110,791

Board Members and Trustees

NameTitle
Jason BrancelPresident and CEO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,776,087
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$165,300

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,776,087
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,776,087
Total Revenue per Form 990
$1,776,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Other Expenses$-163,940

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,774,727
Fees for Services Other---$53,341
Other Expenses---$-217,281
Total Functional Expenses$0$0$0$1,610,787

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,610,787
Total Expenses per Audited Statements$1,610,787
Total Expenses per Form 990$1,610,787
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
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

“The form 990 is reviewed by management before it is filed.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Agfinity Employee Benefit Program
EIN
84-0962869
Phone
9704544072
Address
260 FACTORY ROAD, EATON, CO 80615

Signing Officer

Name
Jason Brancel
Title
President and CEO
Phone
9704544072
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Brancel
Formed
1988
Legal Domicile
Co
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 WEST INNOVATION DRIVE SUITE, 300, WAUWATOSA, WI 53226
Preparer
Rebecca Smith
Phone
4144761880
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“Fully transitioned to fully insured for employee benefit programs as of 1/1/17. Trust will be dissolved. Trust bank accounts closed on 6/1/18, and monies transferred to current employee benefit expense account.”

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.”

Raw XML Appendix335 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/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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FULLY TRANSITIONED TO FULLY INSURED FOR EMPLOYEE BENEFIT PROGRAMS AS OF 1/1/17. TRUST WILL BE DISSOLVED. TRUST BANK ACCOUNTS CLOSED ON 6/1/18, AND MONIES TRANSFERRED TO CURRENT EMPLOYEE BENEFIT EXPENSE ACCOUNT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY MANAGEMENT BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
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ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$93,188
Liabilities
$3,610
Net assets
$89,578
Revenue
$1,776,087
Expenses
$1,610,787
Net income
$165,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.39$1.48$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.78$1.61$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.23$0.08$1.97$2.04$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.32$0.01$2.78$2.01$0.78
2014Detailed filing. Detailed filing data is available for this year.$0.24$1.03$0.79$1.93$2.74$0.80
2013Summary only. Only limited summary data is available for this year.$0.34$0.36$0.02$1.33$1.47$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.25$0.12$0.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.37$0.26$1.55