Civic Intelligence

Usec Benefit Trust for Hourly Employees

990EZ • Fiscal year 2019 • EIN 04-3383298

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

Organization ProfileN/A
6901 Rockledge Drive Suite 800Bethesda, MD 20817

(301) 564-3200

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.00x

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

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

57th percentile

1.9%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$376

Up $7 (+1.9%) from 2018

Net Assets

Up

$376

Up $7 (+1.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin99th percentile

Revenue

Up

$7

Up $3,856 (+100%) from 2018

Expenses

Down

$0

Down $1,771,914 (-100%) from 2018

Net Income

Up

$7

Up $1,775,770 (+100%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$30M$20M$10M$0Assets 2011: $25,177,299Liabilities 2011: $0Net Assets 2011: $25,177,2992011Assets 2012: $23,966,038Liabilities 2012: $0Net Assets 2012: $23,966,0382012Assets 2013: $22,989,672Liabilities 2013: $0Net Assets 2013: $22,989,6722013Assets 2014: $18,056,152Liabilities 2014: $0Net Assets 2014: $18,056,1522014Assets 2015: $13,004,833Liabilities 2015: $0Net Assets 2015: $13,004,8332015Assets 2016: $7,720,974Liabilities 2016: $0Net Assets 2016: $7,720,9742016Assets 2017: $1,776,132Liabilities 2017: $0Net Assets 2017: $1,776,1322017Assets 2018: $369Liabilities 2018: $0Net Assets 2018: $3692018Assets 2019: $376Liabilities 2019: $0Net Assets 2019: $3762019Assets 2021: $9,181,371Liabilities 2021: $0Net Assets 2021: $9,181,3712021Assets 2022: $3,532,130Liabilities 2022: $0Net Assets 2022: $3,532,1302022Assets 2023: $1,030Liabilities 2023: $0Net Assets 2023: $1,0302023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2019

Assets$376
Liabilities$0
Net Assets$376
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $3,276,983Expenses 2011: $4,092,570Net Income 2011: -$815,5872011Revenue 2012: $1,949,755Expenses 2012: $5,099,482Net Income 2012: -$3,149,7272012Revenue 2013: $1,872,335Expenses 2013: $5,207,649Net Income 2013: -$3,335,3142013Revenue 2014: $870,412Expenses 2014: $5,799,183Net Income 2014: -$4,928,7712014Revenue 2015: $493,731Expenses 2015: $5,231,237Net Income 2015: -$4,737,5062015Revenue 2016: $644,746Expenses 2016: $5,836,473Net Income 2016: -$5,191,7272016Revenue 2017: $134,079Expenses 2017: $6,071,367Net Income 2017: -$5,937,2882017Revenue 2018: -$3,849Expenses 2018: $1,771,914Net Income 2018: -$1,775,7632018Revenue 2019: $7Expenses 2019: $0Net Income 2019: $72019Revenue 2021: $9,707,373Expenses 2021: $504,959Net Income 2021: $9,202,4142021Revenue 2022: -$6,226Expenses 2022: $5,572,779Net Income 2022: -$5,579,0052022Revenue 2023: $92,035Expenses 2023: $3,623,135Net Income 2023: -$3,531,1002023Revenue 2024: $0Expenses 2024: $1,030Net Income 2024: -$1,0302024

Highlighted filing

2019

Revenue$7
Expenses$0
Net Income$7
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 14, 2020
Return Version
2019v5.0
Gross Receipts
$383
Mission and Program Overview

Mission

Provide retirement benefits to retirees

Program Services

DescriptionGrantsExpenses
The Trust collects investment income and provides retirement benefits to former employees.$0$0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Marian K DavisSVP, CFO & Treasurer-$0--
Philip O StrawbridgeSVP, CFO, Chief Admin. Officer & Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Usec Benefit Trust for Collectively Bargained Employees
EIN
04-3383298
Phone
3015643200
Address
6901 Rockledge Drive Suite 800, Bethesda, MD 20817

Signing Officer

Name
Sterling Crowder
Title
Director, Tax
Phone
3015643200
Signed
2020-05-14
Raw XML Appendix110 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Wells Fargo Bank
IRS990EZ/BooksInCareOfDetail/PhoneNum05405104490
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01525 West WT Harris Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0369
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0376
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0376
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt07
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0369
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0376
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0383
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0369
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0376
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0369
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0376
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Wells Fargo Bank
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marian K Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Philip O Strawbridge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SVP, CFO & Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SVP, CFO, Chief Admin. Officer & Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide retirement benefits to retirees
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Trust collects investment income and provides retirement benefits to former employees.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt0376
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt07
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sterling Crowder
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director, Tax
ReturnHeader/BusinessOfficerGrp/PhoneNum03015643200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0USEC BENEFIT TRUST FOR COLLECTIVELY BARGAINED EMPLOYEES
ReturnHeader/Filer/BusinessNameControlTxt0USEC
ReturnHeader/Filer/EIN0043383298
ReturnHeader/Filer/PhoneNum03015643200
ReturnHeader/Filer/USAddress/AddressLine1Txt06901 Rockledge Drive Suite 800
ReturnHeader/Filer/USAddress/CityNm0Bethesda
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020817
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.140.147.58
ReturnHeader/ReturnTs02020-05-14T14:16:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$376
Liabilities
$0
Net assets
$376
Revenue
$7
Expenses
$0
Net income
$7
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$3.62$3.53
2022Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.01$5.57$5.58
2021Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$9.71$0.50$9.20
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$1.77$1.78
2017Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.13$6.07$5.94
2016Summary only. Only limited summary data is available for this year.$7.72$0.00$7.72$0.64$5.84$5.19
2015Summary only. Only limited summary data is available for this year.$13.0$0.00$13.0$0.49$5.23$4.74
2014Summary only. Only limited summary data is available for this year.$18.1$0.00$18.1$0.87$5.80$4.93
2013Summary only. Only limited summary data is available for this year.$23.0$0.00$23.0$1.87$5.21$3.34
2012Summary only. Only limited summary data is available for this year.$24.0$0.00$24.0$1.95$5.10$3.15
2011Summary only. Only limited summary data is available for this year.$25.2$0.00$25.2$3.28$4.09$0.82