Civic Intelligence

Agbenefits

EIN 85-6127618 • 501(c)9 • Lubbock, TX

Profile

Provide fully insured life and health coverage under the self-insured multiple employer welfare arrangement.

P O Box 65212Lubbock, TX 79464

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.00x

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

501(c)9 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

501(c)9 • $500k-$1M nonprofits • Source year 2023

Net Margin

3rd percentile

-1413%

Higher net margin than 3% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2023

Asset Growth

48th percentile

-1.2%

Faster asset growth than 48% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-92%

Faster revenue growth than 2% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $532,859 (-100%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $532,859 (-100%) from 2023

Revenue

Up

$520

Up $48 (+10%) from 2023

Expenses

Up

$533,379

Up $526,237 (+7368%) from 2023

Net Income

Down

-$532,859

Down $526,189 (-7889%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,497,392Liabilities 2012: $697,588Net Assets 2012: $2,799,8042012Assets 2013: $4,019,702Liabilities 2013: $633,995Net Assets 2013: $3,385,7072013Assets 2014: $4,366,964Liabilities 2014: $485,498Net Assets 2014: $3,881,4662014Assets 2015: $3,270,925Liabilities 2015: $872,025Net Assets 2015: $2,398,9002015Assets 2016: $2,948,043Liabilities 2016: $1,242,379Net Assets 2016: $1,705,6642016Assets 2017: $2,625,357Liabilities 2017: $1,461,014Net Assets 2017: $1,164,3432017Assets 2018: $2,459,673Liabilities 2018: $1,432,359Net Assets 2018: $1,027,3142018Assets 2019: $2,914,912Liabilities 2019: $2,693,774Net Assets 2019: $221,1382019Assets 2020: $914,556Liabilities 2020: $133,063Net Assets 2020: $781,4932020Assets 2021: $549,360Liabilities 2021: $0Net Assets 2021: $549,3602021Assets 2022: $539,529Liabilities 2022: $0Net Assets 2022: $539,5292022Assets 2023: $532,859Liabilities 2023: $0Net Assets 2023: $532,8592023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2012: $6,997,741Expenses 2012: $6,619,355Net Income 2012: $378,3862012Revenue 2013: $6,444,422Expenses 2013: $5,831,865Net Income 2013: $612,5572013Revenue 2014: $5,867,143Expenses 2014: $5,770,567Net Income 2014: $96,5762014Revenue 2015: $7,127,272Expenses 2015: $7,898,715Net Income 2015: -$771,4432015Revenue 2016: $7,806,954Expenses 2016: $7,494,526Net Income 2016: $312,4282016Revenue 2017: $8,071,207Expenses 2017: $8,884,501Net Income 2017: -$813,2942017Revenue 2018: $8,424,202Expenses 2018: $8,482,453Net Income 2018: -$58,2512018Revenue 2019: $8,454,385Expenses 2019: $9,625,839Net Income 2019: -$1,171,4542019Revenue 2020: $4,402,737Expenses 2020: $3,842,382Net Income 2020: $560,3552020Revenue 2021: $11,206Expenses 2021: $243,339Net Income 2021: -$232,1332021Revenue 2022: $5,884Expenses 2022: $15,715Net Income 2022: -$9,8312022Revenue 2023: $472Expenses 2023: $7,142Net Income 2023: -$6,6702023Revenue 2024: $520Expenses 2024: $533,379Net Income 2024: -$532,8592024

Highlighted filing

2024

Revenue$520
Expenses$533,379
Net Income-$532,859

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Sep 25, 2024
Return Version
2023v5.1
Gross Receipts
$520
Mission and Program Overview

Mission

Provide fully insured life and health coverage under the self-insured multiple employer welfare arrangement.

Program Services

DescriptionGrantsExpenses
PROVIDE LIFE AND HEALTH COVERAGE UNDER THE SELF-INSURED EMPLOYEE WELFARE PLAN.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOMMY ENGLEKEDirector-$0--
BUZZ COOOPERDirector-$0--
BRET BROWNSecretary/Treas-$0--
CRAIG ROHRBACHDirector-$0--
LARRY BLACKDirector-$0--
PHILLIP KIDDDirector-$0--
TONY WILLIAMSDirector-$0--
PAUL WILSONPresident-$0--
MARCELO AGUILARInterim Exec Director-$0--
Filing and Contact Details

Filer

Filer Name
Agbenefits
EIN
85-6127618
Phone
8067314092
Address
P O BOX 65212, LUBBOCK, TX 79464

Signing Officer

Name
Marcelo Aguilar
Title
Interim Exec Directo
Signed
2024-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Moseley & Riddle
Address
621 West 7th Street, Plainview, TX 79072
Preparer
Rita Moseley
Phone
8062933681
Supplemental Narrative

Additional Explanations

Other Revenue.1

OTHER INCOME $520

Other Expenses.1

Business bad debt $334904

Other Expenses.2

Legal and professional $7000

Other Expenses.3

Bank Service Fee $340

Other Assets.1009

Notes and Loans Receivable - Beginning $333875 Notes and Loans Receivable - Ending $0

Raw XML Appendix144 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 65212
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUBBOCK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd079464
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0198984
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IRS990EZ/FinalReturnInd0X
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IRS990EZ/GrossReceiptsAmt0520
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0532859
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0532859
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOMMY ENGLEKE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRET BROWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LARRY BLACK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAUL WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARCELO AGUILAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8INTERIM EXEC DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0333875
IRS990EZ/OtherExpensesTotalAmt0342244
IRS990EZ/OtherRevenueTotalAmt0520
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide fully insured life and health coverage under the self-insured multiple employer welfare arrangement.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE LIFE AND HEALTH COVERAGE UNDER THE SELF-INSURED EMPLOYEE WELFARE PLAN.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0533379
IRS990EZ/TotalRevenueAmt0520
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash and bad debt
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-03-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0590418
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cost
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME $520
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEGAL AND PROFESSIONAL $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Service Fee $340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Notes and Loans Receivable - Beginning $333875 Notes and Loans Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1009
ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-25
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ReturnHeader/Filer/PhoneNum08067314092
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ReturnHeader/PreparerPersonGrp/PhoneNum08062933681
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rita Moseley
ReturnHeader/ReturnTs02024-09-25T11:32:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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