Civic Intelligence

Labor & Oper Engineers Util H&W

990 • Fiscal year 2019 • EIN 86-0576428

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 14, 2020

Organization ProfileN/A

View Organization Page

PO Box 43110Phoenix, AZ 85080

(602) 249-3582

Siviq Scores

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

Liabilities / Assets

88th percentile

0.57x

Higher debt load relative to assets than 88% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

0.49x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

48th percentile

2.8%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-5.6%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$7,217,227

Up $770,231 (+12%) from 2018

Net Assets

Up

$3,079,494

Up $276,490 (+9.9%) from 2018

Liabilities

Up

$4,137,733

Up $493,741 (+14%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin48th percentile

Revenue

Down

$8,359,739

Down $497,627 (-5.6%) from 2018

Expenses

Up

$8,129,369

Up $372,892 (+4.8%) from 2018

Net Income

Down

$230,370

Down $870,519 (-79%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,075,547Liabilities 2010: $1,549,967Net Assets 2010: $1,525,5802010Assets 2011: $3,898,591Liabilities 2011: $1,745,432Net Assets 2011: $2,153,1592011Assets 2012: $5,520,402Liabilities 2012: $1,975,486Net Assets 2012: $3,544,9162012Assets 2013: $5,589,561Liabilities 2013: $2,749,252Net Assets 2013: $2,840,3092013Assets 2014: $5,313,699Liabilities 2014: $2,653,645Net Assets 2014: $2,660,0542014Assets 2015: $6,406,531Liabilities 2015: $2,351,422Net Assets 2015: $4,055,1092015Assets 2016: $6,221,360Liabilities 2016: $3,913,594Net Assets 2016: $2,307,7662016Assets 2017: $5,730,420Liabilities 2017: $4,163,897Net Assets 2017: $1,566,5232017Assets 2018: $6,446,996Liabilities 2018: $3,643,992Net Assets 2018: $2,803,0042018Assets 2019: $7,217,227Liabilities 2019: $4,137,733Net Assets 2019: $3,079,4942019Assets 2020: $6,876,974Liabilities 2020: $2,997,659Net Assets 2020: $3,879,3152020Assets 2021: $6,226,312Liabilities 2021: $2,938,307Net Assets 2021: $3,288,0052021Assets 2022: $6,816,068Liabilities 2022: $2,879,569Net Assets 2022: $3,936,4992022Assets 2023: $7,817,668Liabilities 2023: $2,425,985Net Assets 2023: $5,391,6832023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2019

Assets$7,217,227
Liabilities$4,137,733
Net Assets$3,079,494
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $3,905,699Expenses 2010: $3,227,675Net Income 2010: $678,0242010Revenue 2011: $5,094,919Expenses 2011: $4,466,645Net Income 2011: $628,2742011Revenue 2012: $5,932,197Expenses 2012: $4,536,201Net Income 2012: $1,395,9962012Revenue 2013: $5,974,490Expenses 2013: $6,667,179Net Income 2013: -$692,6892013Revenue 2014: $5,777,348Expenses 2014: $5,945,612Net Income 2014: -$168,2642014Revenue 2015: $6,460,090Expenses 2015: $5,037,744Net Income 2015: $1,422,3462015Revenue 2016: $7,369,975Expenses 2016: $9,138,999Net Income 2016: -$1,769,0242016Revenue 2017: $7,570,042Expenses 2017: $8,305,592Net Income 2017: -$735,5502017Revenue 2018: $8,857,366Expenses 2018: $7,756,477Net Income 2018: $1,100,8892018Revenue 2019: $8,359,739Expenses 2019: $8,129,369Net Income 2019: $230,3702019Revenue 2020: $6,506,610Expenses 2020: $5,728,195Net Income 2020: $778,4152020Revenue 2021: $5,275,211Expenses 2021: $5,836,022Net Income 2021: -$560,8112021Revenue 2022: $6,282,253Expenses 2022: $5,543,734Net Income 2022: $738,5192022Revenue 2023: $5,787,465Expenses 2023: $4,414,986Net Income 2023: $1,372,4792023Revenue 2024: $5,412,271Expenses 2024: $2,355,610Net Income 2024: $3,056,6612024

Highlighted filing

2019

Revenue$8,359,739
Expenses$8,129,369
Net Income$230,370
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 14, 2020
Return Version
2019v5.0
Gross Receipts
$8,359,739
Mission and Program Overview

Mission

Major medical, vision, dental, and group life insurance benefits for participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,151,808$4,282,976▲ $131,168
Rtn Earn Endowment Incm Other Fnds$2,803,004$3,079,494▲ $276,490
Savings and Temporary Cash Investments$1,327,946$2,110,005▲ $782,059
Accounts Receivable$918,067$795,810▼ $122,257
Prepaid Expenses and Deferred Charges$29,680$28,436▼ $1,244
Cash and Non-Interest-Bearing Accounts$19,495$0▼ $19,495
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,446,996$7,217,227▲ $770,231
Other Assets Total-$0-
Liabilities
Other Liabilities$3,615,013$4,085,321▲ $470,308
Accounts Payable and Accrued Expenses$28,979$52,412▲ $23,433
Total Liabilities$3,643,992$4,137,733▲ $493,741
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,803,004$3,079,494▲ $276,490
Total Liabilities and Net Assets / Fund Balance$6,446,996$7,217,227▲ $770,231
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Michael DeaChairman
Matt GodfreyTrustee
Michael LeeTrustee
nathan fisherSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Southwest Service AdministratorContract AdministratPO BOX 43110, Phoenix, AZ 85080-3110$201,616
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,255,878
Investment Income
$103,861
Other Revenue
$0
Change in Net Assets
$230,370

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,353,239
Revenue Not Reported on Financial Statements
$6,500
Revenue Not Reported on Form 990
$46,120
Total Revenue per Audited Statements
$8,399,359
Total Revenue per Form 990
$8,359,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$444,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$7,684,969
Fees for Services Management---$201,616
Fees for Services Other---$84,745
Office Expenses---$63,364
Fees for Services Legal---$23,100
Insurance---$15,928
Fees for Services Accounting---$8,000
Fees for Service Investment Mgmnt Fees---$6,500
Other Expenses---$563
All Other Expenses---$-75
Total Functional Expenses$0$0$0$8,129,369

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,129,369
Expenses per Audited Statements$7,652,561
Total Expenses per Audited Statements$7,652,561
Expenses Not Reported on Financial Statements$476,808
Other Expense Adjustments$470,308
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred but not reported$2,436,921
Accumulated Eligibility Credits$1,648,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is reviewed by an individual designated by the board of Trustees before it is signed and filed. The full 990 is then reviewed by the board of trustees at the next regularly scheduled board meeting.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The trustees review and acknowledge its conflict of interest policy annually. The trustees review all expenses.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The information is provided to individuals upon written request to the board of trustees or the administrative office of the plan.”

Filing and Contact Details

Filer

Filer Name
Labor & Oper Engineers Util H&W
EIN
86-0576428
Phone
6022493582
Address
PO Box 43110, Phoenix, AZ 85080

Signing Officer

Name
nathan fisher
Title
Secretary
Signed
2020-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
1987
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Baldwin Moffitt PLLC
Address
701 N 44th St, Phoenix, AZ 85008-6504
Preparer
Pamela Mullins
Phone
4807369200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Tax years 2017 2019 remain subject to examination for federal income tax purposes and tax years 2016 2019 remain subject to examination for state income tax purposes. The Fund uses a loss contingency approach for evaluating uncertain tax positions. The Fund continually evaluates expiring statutes of limitations, audits, changes in tax laws and new authoritative rulings. The Fund is also exempt from state income taxes.”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“CHANGE IN IBNR $470308”

Raw XML Appendix386 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/SavingsAndTempCashInvstGrp/EOYAmt02110005
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0476808
IRS990ScheduleD/ExpensesSubtotalAmt07652561
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06500
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt046120
IRS990ScheduleD/OtherExpensesNotIncludedAmt0470308
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01648400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12436921
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Claims Incurred but not reported
IRS990ScheduleD/RevenueNotReportedAmt046120
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06500
IRS990ScheduleD/RevenueSubtotalAmt08353239
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Tax years 2017 2019 remain subject to examination for federal income tax purposes and tax years 2016 2019 remain subject to examination for state income tax purposes. The Fund uses a loss contingency approach for evaluating uncertain tax positions. The Fund continually evaluates expiring statutes of limitations, audits, changes in tax laws and new authoritative rulings. The Fund is also exempt from state income taxes.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN IBNR $470308
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt08129369
IRS990ScheduleD/TotalLiabilityAmt04085321
IRS990ScheduleD/TotalRevenuePerForm990Amt08359739
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08399359
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07652561
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by an individual designated by the board of Trustees before it is signed and filed. The full 990 is then reviewed by the board of trustees at the next regularly scheduled board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trustees review and acknowledge its conflict of interest policy annually. The trustees review all expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The information is provided to individuals upon written request to the board of trustees or the administrative office of the plan.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Construction
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Construction
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2Construction
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NPL Construction Co
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Contractors West Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2Underground Construction Co
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt07326 N Glen harbor Blvd
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt11830 w broadway rd
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt2222 1 S 52nd St
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Glendale
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1Mesa
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2Tempe
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd085307
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd1852021125
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd285281
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06446996
IRS990/TotalAssetsEOYAmt07217227
IRS990/TotalAssetsGrp/BOYAmt06446996
IRS990/TotalAssetsGrp/EOYAmt07217227
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08129369
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03643992
IRS990/TotalLiabilitiesEOYAmt04137733
IRS990/TotalLiabilitiesGrp/BOYAmt03643992
IRS990/TotalLiabilitiesGrp/EOYAmt04137733
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02803004
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03079494
IRS990/TotalProgramServiceRevenueAmt08255878
IRS990/TotalRevenueGrp/ExclusionAmt0103861
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08255878
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08359739
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06446996
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07217227
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0nathan fisher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Labor & Oper Engineers Util H&W
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0LABO
ReturnHeader/Filer/EIN0860576428
ReturnHeader/Filer/PhoneNum06022493582
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 43110
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085080
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464370753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baldwin Moffitt PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 N 44th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850086504
ReturnHeader/PreparerPersonGrp/PhoneNum04807369200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela Mullins
ReturnHeader/ReturnTs02020-08-14T08:27:15-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,217,227
Liabilities
$4,137,733
Net assets
$3,079,494
Revenue
$8,359,739
Expenses
$8,129,369
Net income
$230,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.41$2.36$3.06
2023Detailed filing. Detailed filing data is available for this year.$7.82$2.43$5.39$5.79$4.41$1.37
2022Detailed filing. Detailed filing data is available for this year.$6.82$2.88$3.94$6.28$5.54$0.74
2021Detailed filing. Detailed filing data is available for this year.$6.23$2.94$3.29$5.28$5.84$0.56
2020Detailed filing. Detailed filing data is available for this year.$6.88$3.00$3.88$6.51$5.73$0.78
2019Detailed filing. Detailed filing data is available for this year.$7.22$4.14$3.08$8.36$8.13$0.23
2018Summary only. Only limited summary data is available for this year.$6.45$3.64$2.80$8.86$7.76$1.10
2017Summary only. Only limited summary data is available for this year.$5.73$4.16$1.57$7.57$8.31$0.74
2016Summary only. Only limited summary data is available for this year.$6.22$3.91$2.31$7.37$9.14$1.77
2015Summary only. Only limited summary data is available for this year.$6.41$2.35$4.06$6.46$5.04$1.42
2014Summary only. Only limited summary data is available for this year.$5.31$2.65$2.66$5.78$5.95$0.17
2013Summary only. Only limited summary data is available for this year.$5.59$2.75$2.84$5.97$6.67$0.69
2012Summary only. Only limited summary data is available for this year.$5.52$1.98$3.54$5.93$4.54$1.40
2011Summary only. Only limited summary data is available for this year.$3.90$1.75$2.15$5.09$4.47$0.63
2010Summary only. Only limited summary data is available for this year.$3.08$1.55$1.53$3.91$3.23$0.68