Civic Intelligence

Union Workers Benefits Trust

990 • Fiscal year 2019 • EIN 01-0501407

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 11, 2020

Organization ProfileN/A

View Organization Page

722 Washington StreetBath, ME 04530

(207) 443-5566

Siviq Scores

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

Liabilities / Assets

86th percentile

0.43x

Higher debt load relative to assets than 86% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.17x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

51st percentile

2.1%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

57th percentile

8.0%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

6.9%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$1,694,063

Up $125,701 (+8.0%) from 2018

Net Assets

Up

$964,439

Up $73,093 (+8.2%) from 2018

Liabilities

Up

$729,624

Up $52,608 (+7.8%) from 2018

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin51st percentile

Revenue

Up

$4,398,073

Up $282,489 (+6.9%) from 2018

Expenses

Up

$4,305,521

Up $292,355 (+7.3%) from 2018

Net Income

Down

$92,552

Down $9,866 (-9.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $958,869Liabilities 2011: $506,808Net Assets 2011: $452,0612011Assets 2012: $1,025,112Liabilities 2012: $475,608Net Assets 2012: $549,5042012Assets 2013: $1,086,027Liabilities 2013: $518,447Net Assets 2013: $567,5802013Assets 2014: $1,085,642Liabilities 2014: $543,403Net Assets 2014: $542,2392014Assets 2015: $1,126,813Liabilities 2015: $547,795Net Assets 2015: $579,0182015Assets 2016: $1,259,140Liabilities 2016: $598,941Net Assets 2016: $660,1992016Assets 2017: $1,368,976Liabilities 2017: $589,237Net Assets 2017: $779,7392017Assets 2018: $1,568,362Liabilities 2018: $677,016Net Assets 2018: $891,3462018Assets 2019: $1,694,063Liabilities 2019: $729,624Net Assets 2019: $964,4392019Assets 2020: $1,757,619Liabilities 2020: $511,561Net Assets 2020: $1,246,0582020Assets 2021: $2,342,755Liabilities 2021: $880,776Net Assets 2021: $1,461,9792021Assets 2022: $2,127,206Liabilities 2022: $857,825Net Assets 2022: $1,269,3812022Assets 2023: $2,041,822Liabilities 2023: $829,933Net Assets 2023: $1,211,8892023Assets 2024: $2,110,073Liabilities 2024: $862,661Net Assets 2024: $1,247,4122024

Highlighted filing

2019

Assets$1,694,063
Liabilities$729,624
Net Assets$964,439
Open 2019 Filing

Operations Trend

Revenue Growth60th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,027,8932011Revenue 2012: $3,170,478Expenses 2012: $3,094,765Net Income 2012: $75,7132012Revenue 2013: $3,101,028Expenses 2013: $3,056,980Net Income 2013: $44,0482013Revenue 2014: $3,159,104Expenses 2014: $3,195,250Net Income 2014: -$36,1462014Revenue 2015: $3,392,206Expenses 2015: $3,341,737Net Income 2015: $50,4692015Revenue 2016: $3,694,491Expenses 2016: $3,633,650Net Income 2016: $60,8412016Revenue 2017: $3,716,776Expenses 2017: $3,627,804Net Income 2017: $88,9722017Revenue 2018: $4,115,584Expenses 2018: $4,013,166Net Income 2018: $102,4182018Revenue 2019: $4,398,073Expenses 2019: $4,305,521Net Income 2019: $92,5522019Revenue 2020: $4,305,721Expenses 2020: $4,055,244Net Income 2020: $250,4772020Revenue 2021: $5,137,717Expenses 2021: $4,981,416Net Income 2021: $156,3012021Revenue 2022: $5,593,355Expenses 2022: $5,597,556Net Income 2022: -$4,2012022Revenue 2023: $5,224,310Expenses 2023: $5,334,870Net Income 2023: -$110,5602023Revenue 2024: $5,615,380Expenses 2024: $5,723,517Net Income 2024: -$108,1372024

Highlighted filing

2019

Revenue$4,398,073
Expenses$4,305,521
Net Income$92,552
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 11, 2020
Return Version
2018v3.2
Gross Receipts
$4,777,121
Mission and Program Overview

Mission

To provide insurance benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$593,230$850,055▲ $256,825
Cash and Non-Interest-Bearing Accounts$865,619$700,121▼ $165,498
Accounts Receivable$87,098$107,959▲ $20,861
Savings and Temporary Cash Investments$21,388$35,871▲ $14,483
Total Assets$1,568,362$1,694,063▲ $125,701
Other Assets Total$1,027$57▼ $970
Liabilities
Accounts Payable and Accrued Expenses$677,016$729,624▲ $52,608
Total Liabilities$677,016$729,624▲ $52,608
Net Assets / Fund Balance
Unrestricted Net Assets$891,346$964,439▲ $73,093
Total Net Assets Fund Balance$891,346$964,439▲ $73,093
Total Liabilities and Net Assets / Fund Balance$1,568,362$1,694,063▲ $125,701
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Glenn BurroughsChairman
William GilsonVice-chairman
Trent VellellaTrustee
Jay WadleighSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,352,127
Investment Income
$45,946
Other Revenue
$0
Change in Net Assets
$92,552

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,398,073
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-19,459
Total Revenue per Audited Statements
$4,378,614
Total Revenue per Form 990
$4,398,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$132,269
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---$4,173,252
Fees for Services Other---$84,187
Fees for Services Accounting---$11,999
Insurance---$11,145
Conferences and Meetings---$9,628
Fees for Services Legal---$7,703
Fees for Service Investment Mgmnt Fees---$6,150
Office Expenses---$1,457
Total Functional Expenses$0$0$0$4,305,521

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,305,521
Total Expenses per Audited Statements$4,305,521
Total Expenses per Form 990$4,305,521
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 A, Line 6

“The plan provides insurance benefits covering active members of the industrial union of marine and shipbuilding workers of america/international association of mechinists and aerospace workers, labor union locals.”

Form 990, Part VI, Section A, Line 8B

“No seperate committees, all decisions made through general board.”

Form 990, Part VI, Section B, Line 11B

“A draft of the form 990 is provided to the chairman and the other trustees. The draft is reviewed and any questions discussed and resolved with the external tax preparer prior to filing the final form.”

Form 990, Part VI, Section B, Line 15

“Not applicable as there are no employees nor are there any trustees compensated.”

Form 990, Part VI, Section C, Line 19

“All required documentation is available upon written request.”

Filing and Contact Details

Filer

Filer Name
Union Workers Benefits Trust
EIN
01-0501407
Phone
2074435566
Address
722 WASHINGTON STREET, BATH, ME 04530

Signing Officer

Name
Jay Wadleigh
Title
Trustee
Phone
2074435566
Signed
2020-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glenn Burroughs
Formed
1995
Legal Domicile
Me
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Runyon Kersteen Ouellette
Address
20 LONG CREEK DRIVE, SOUTH PORTLAND, ME 04106
Preparer
Thomas Emery
Phone
2077732986
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The audit oversight process did not change during the year.”

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 liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service and state taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix296 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/AccountsReceivableGrp/EOYAmt0107959
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt04173252
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GLENN BURROUGHS
IRS990/BooksInCareOfDetail/PhoneNum02074435566
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0722 WASHINGTON STREET
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IRS990/Desc0PROVIDE DENTAL, SUPPLEMENTAL ACCIDENT & SICKNESS, AND LONG TERM DISABILITY INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
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IRS990/Form990PartVIISectionAGrp/PersonNm0GLENN BURROUGHS
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM GILSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JAY WADLEIGH
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt020429
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0399477
IRS990/GrossReceiptsAmt04777121
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt011145
IRS990/InvestmentIncomeGrp/ExclusionAmt025517
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025517
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0593230
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0850055
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0379048
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE INSURANCE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0891346
IRS990/NetAssetsOrFundBalancesEOYAmt0964439
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-19459
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANTS CONTRIBUT
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IRS990/RelatedEntityInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/RevenueNotReportedAmt0-19459
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04398073
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 LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04305521
IRS990ScheduleD/TotalRevenuePerForm990Amt04398073
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04378614
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04305521
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN PROVIDES INSURANCE BENEFITS COVERING ACTIVE MEMBERS OF THE INDUSTRIAL UNION OF MARINE AND SHIPBUILDING WORKERS OF AMERICA/INTERNATIONAL ASSOCIATION OF MECHINISTS AND AEROSPACE WORKERS, LABOR UNION LOCALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO SEPERATE COMMITTEES, ALL DECISIONS MADE THROUGH GENERAL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF THE FORM 990 IS PROVIDED TO THE CHAIRMAN AND THE OTHER TRUSTEES. THE DRAFT IS REVIEWED AND ANY QUESTIONS DISCUSSED AND RESOLVED WITH THE EXTERNAL TAX PREPARER PRIOR TO FILING THE FINAL FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOT APPLICABLE AS THERE ARE NO EMPLOYEES NOR ARE THERE ANY TRUSTEES COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL REQUIRED DOCUMENTATION IS AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE AUDIT OVERSIGHT PROCESS DID NOT CHANGE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt0677016
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0891346
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04398073
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0722 WASHINGTON STREET
IRS990/USAddress/CityNm0BATH
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004530
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY WADLEIGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02074435566
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION WORKERS BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0010501407
ReturnHeader/Filer/PhoneNum02074435566
ReturnHeader/Filer/USAddress/AddressLine1Txt0722 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0BATH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004530
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C04D53449D88B9CA1009FA6FCCCFDED8547CE51D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00D400A3804DE267C716EA102F2D3673488800261
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.75.30.218
ReturnHeader/FilingSecurityInformation/IPDt02020-08-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:43:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010440155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUNYON KERSTEEN OUELLETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 LONG CREEK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004106
ReturnHeader/PreparerPersonGrp/PhoneNum02077732986
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS EMERY
ReturnHeader/ReturnTs02020-08-17T07:23:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,694,063
Liabilities
$729,624
Net assets
$964,439
Revenue
$4,398,073
Expenses
$4,305,521
Net income
$92,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.86$1.25$5.62$5.72$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.04$0.83$1.21$5.22$5.33$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.86$1.27$5.59$5.60$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.88$1.46$5.14$4.98$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.51$1.25$4.31$4.06$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.73$0.96$4.40$4.31$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.68$0.89$4.12$4.01$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.59$0.78$3.72$3.63$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.60$0.66$3.69$3.63$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.55$0.58$3.39$3.34$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.54$0.54$3.16$3.20$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.52$0.57$3.10$3.06$0.04
2012Summary only. Only limited summary data is available for this year.$1.03$0.48$0.55$3.17$3.09$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.51$0.45$3.03