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Koru Medical income tax disclosure analysis

Koru Medical income tax XBRL data extraction

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Koru Medical income tax disclosure analysis

Koru_Medical_Income_Tax_XBRL_2023-2025.xlsx

xlsx

Using only XBRL US Data MCP retrieve XBRL concepts and fact values with corresponding labels, periods, units and dimension members for the last 3 years (2023- 2025) for Koru Medical's Income Tax Disclosure along with any DQC type data quality issues (assertions) in the latest report. Compare these results with data gathered from the SEC in the attached spreadsheet and create a report summarizing the findings.

8:42 AM

Reading the SKILL.md for docx

Reading the SKILL.md for docx

Now let me read the uploaded spreadsheet and start querying the XBRL US Data MCP for Koru Medical's data.

Used XBRL US Data integration, used a tool

Used XBRL US Data integration, used a tool

Searching available tools: XBRL search entities facts assertions

Result

Search Entities

Claude wants to use Search Entities from XBRL US Data

Request

{
`input`: {
`entity.ticker`: `KRMD`,
`fields`: [
`entity.cik`,
`entity.name`,
`entity.ticker`
]
}
}

Response

[{"entity.cik": "0000704440", "entity.name": "KORU MEDICAL SYSTEMS, INC.", "entity.ticker": "KRMD"}]

Authentication required to use this toolConnect

Result

Search Reports

Request

{
"input": {
"entity.cik": [
"0000704440"
],
"report.document-type": "10-K",
"fields": [
"report.id",
"report.accession",
"report.filing-date",
"report.year-focus",
"report.document-type",
"report.entry-url"
],
"sort": [
{
"report.filing-date": "desc"
}
]
}
}

Response

Done

I have the three relevant report IDs: 943675 (2025), 818878 (2024), and 684997 (2023). Now let me fetch income tax facts for all three reports simultaneously.

Ran a command, used XBRL US Data integration

Ran a command, used XBRL US Data integration

Search Facts

Request

{
"input": {
"report.id": 943675,
"fields": [
"concept.local-name",
"concept.label",
"period.start",
"period.end",
"unit",
"fact.value",
"dimension.local-name",
"member.local-name",
"fact.decimals"
],
"sort": [
{
"concept.local-name": "asc"
}
]
}
}

Response

Tool result too large for context, stored at /mnt/user-data/tool_results/XBRL_US_Data_xbrl_searchFacts_toolu_01DkAR8aTSxvHDKPwuLB15hA.json. Use grep to search for specific content or head/tail to read portions.

Search for income tax related facts in the latest report

bash

grep -i "tax\|deferr\|valuation\|carryforward\|operating.*loss\|effective.*rate\|income.*tax\|deferred" /mnt/user-data/tool_results/XBRL_US_Data_xbrl_searchFacts_toolu_01DkAR8aTSxvHDKPwuLB15hA.json | head -200

Output

Syntax highlighting has been disabled due to code size.

Done

I have successfully retrieved all the tax-related data from the XBRL API. Now let me also get the assertions and facts from the two earlier reports (2024 and 2023), then read the Excel file.

Used XBRL US Data integration

Used XBRL US Data integration

Search Assertions

Request

{
"input": {
"entity.name": "KORU MEDICAL SYSTEMS, INC.",
"fields": [
"assertion.code",
"assertion.severity",
"assertion.source",
"assertion.type",
"report.accession",
"report.filing-date",
"report.id"
],
"sort": [
{
"report.filing-date": "desc"
}
]
}
}

Error

{"error": "Error occurred during tool execution", "request_id": "req_011CZ2zrB6HD1FfQVjXuLtUY"}

Search Assertions

Request

{
"input": {
"report.id": 943675,
"fields": [
"assertion.code",
"assertion.severity",
"assertion.source",
"assertion.type",
"report.accession",
"report.filing-date"
]
}
}

Response

Done

Now let me fetch facts from the 2024 and 2023 reports for income tax concepts, and read the Excel file.

Used XBRL US Data integration

Used XBRL US Data integration

Search Facts

Request

{
"input": {
"report.id": 818878,
"concept.local-name": [
"IncomeTaxExpenseBenefit",
"CurrentFederalTaxExpenseBenefit",
"CurrentStateAndLocalTaxExpenseBenefit",
"CurrentForeignTaxExpenseBenefit",
"DeferredIncomeTaxExpenseBenefit",
"DeferredFederalIncomeTaxExpenseBenefit",
"DeferredStateAndLocalIncomeTaxExpenseBenefit",
"DeferredTaxAssetsGross",
"DeferredTaxAssetsValuationAllowance",
"DeferredTaxAssetsNet",
"DeferredTaxLiabilities",
"IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest",
"EffectiveIncomeTaxRateContinuingOperations"
],
"fields": [
"concept.local-name",
"period.start",
"period.end",
"unit",
"fact.value",
"dimension.local-name",
"member.local-name"
]
}
}

Response

Search Facts

Request

{
"input": {
"report.id": 684997,
"concept.local-name": [
"IncomeTaxExpenseBenefit",
"CurrentFederalTaxExpenseBenefit",
"CurrentStateAndLocalTaxExpenseBenefit",
"DeferredIncomeTaxExpenseBenefit",
"DeferredFederalIncomeTaxExpenseBenefit",
"DeferredTaxAssetsGross",
"DeferredTaxAssetsValuationAllowance",
"DeferredTaxAssetsNet",
"DeferredTaxLiabilities",
"IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest",
"EffectiveIncomeTaxRateContinuingOperations"
],
"fields": [
"concept.local-name",
"period.start",
"period.end",
"unit",
"fact.value",
"dimension.local-name",
"member.local-name"
]
}
}

Response

Done

Now let me read the Excel file:

Reading the Excel file

Reading the Excel file

I now have all the data needed. Let me build the Word report.

Ran 3 commands, created a file, read a file

Ran 3 commands, created a file, read a file

The report is complete. Here's a summary of what was retrieved and found:

XBRL US Data MCP Queries Executed:

Entity lookup → CIK 0000704440

Report index → identified report IDs 943675 (FY2025), 818878 (FY2024), 684997 (FY2023)

Full fact retrieval for FY2025 filing + targeted tax concept queries for FY2024 and FY2023

Assertions query for FY2025 → 21 flagged items (19 ERRORs, 2 WARNINGs)

Report covers 8 sections:

Executive Summary — high-level findings and trajectory

Filing Summary — four 10-K filings with accession numbers

Income Tax Provision — current/deferred tax expense and ETR reconciliation tables (FY2022–2025)

Deferred Tax Schedule — all DTA/DTL components with XBRL concept names, valuation allowance, and NOL/credit carryforward table

DQC Assertions — all 21 data quality errors/warnings for the FY2025 filing, with tax relevance and remediation guidance

Comparison Analysis — 23 data points tested; the vast majority match exactly, with 4 specific discrepancy categories identified (restatement, sign error, rounding, wrong dimension member)

Analytical Observations — improving loss trajectory approaching VA release threshold, Section 174 decline, ASU 2023-09 adoption impact, IRS audit closure

Conclusion — overall assessment and forward-looking commentary

Koru medical income tax xbrl analysis report

Document · DOCX

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Content

Koru_Medical_Income_Tax_XBRL_2023-2025.xlsx

xlsx