Civic Intelligence

Itpeu Annual Benefit Fund C/O Erisa Systems

990 • Fiscal year 2012 • EIN 11-2823324

Apr 01, 2011 to Mar 31, 2012 • Filed on Dec 19, 2012

Organization ProfileITPEUBENEFITS.COM

View Organization Page

216 North Ave East No 2nd FL07016
Siviq Scores

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

Liabilities / Assets

46th percentile

0.02x

Higher debt load relative to assets than 46% of similar nonprofits.

2012 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

65th percentile

9.4%

Faster asset growth than 65% of similar nonprofits.

2012 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$8,602,102

Up $737,411 (+9.4%) from 2011

Net Assets

Up

$8,425,097

Up $640,847 (+8.2%) from 2011

Liabilities

Up

$177,005

Up $96,564 (+120%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$9,997,633

Down $25,544 (-0.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $7,864,691Liabilities 2011: $80,441Net Assets 2011: $7,784,2502011Assets 2012: $8,602,102Liabilities 2012: $177,005Net Assets 2012: $8,425,0972012Assets 2013: $8,646,086Liabilities 2013: $179,563Net Assets 2013: $8,466,5232013Assets 2014: $8,261,008Liabilities 2014: $17,958Net Assets 2014: $8,243,0502014Assets 2015: $8,653,712Liabilities 2015: $141,051Net Assets 2015: $8,512,6612015Assets 2016: $8,559,164Liabilities 2016: $140,749Net Assets 2016: $8,418,4152016Assets 2017: $8,992,026Liabilities 2017: $210,436Net Assets 2017: $8,781,5902017Assets 2018: $8,420,073Liabilities 2018: $242,891Net Assets 2018: $8,177,1822018Assets 2019: $8,079,444Liabilities 2019: $215,990Net Assets 2019: $7,863,4542019Assets 2020: $8,493,896Liabilities 2020: $187,833Net Assets 2020: $8,306,0632020Assets 2021: $10,333,512Liabilities 2021: $205,158Net Assets 2021: $10,128,3542021Assets 2022: $11,873,942Liabilities 2022: $168,017Net Assets 2022: $11,705,9252022Assets 2023: $13,499,727Liabilities 2023: $195,632Net Assets 2023: $13,304,0952023Assets 2024: $17,430,083Liabilities 2024: $194,433Net Assets 2024: $17,235,6502024Assets 2025: $18,538,909Liabilities 2025: $269,781Net Assets 2025: $18,269,1282025

Highlighted filing

2012

Assets$8,602,102
Liabilities$177,005
Net Assets$8,425,097
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $10,023,1772011Expenses 2012: $9,997,6332012Revenue 2013: $9,424,109Expenses 2013: $9,459,338Net Income 2013: -$35,2292013Revenue 2014: $8,448,262Expenses 2014: $8,634,876Net Income 2014: -$186,6142014Revenue 2015: $8,768,060Expenses 2015: $8,723,716Net Income 2015: $44,3442015Revenue 2016: $9,298,385Expenses 2016: $9,296,369Net Income 2016: $2,0162016Revenue 2017: $9,750,023Expenses 2017: $9,559,131Net Income 2017: $190,8922017Revenue 2018: $9,503,580Expenses 2018: $10,301,625Net Income 2018: -$798,0452018Revenue 2019: $9,630,582Expenses 2019: $10,157,366Net Income 2019: -$526,7842019Revenue 2020: $9,949,252Expenses 2020: $9,433,829Net Income 2020: $515,4232020Revenue 2021: $9,326,405Expenses 2021: $8,612,244Net Income 2021: $714,1612021Revenue 2022: $10,884,935Expenses 2022: $9,421,694Net Income 2022: $1,463,2412022Revenue 2023: $12,184,687Expenses 2023: $9,989,702Net Income 2023: $2,194,9852023Revenue 2024: $14,556,242Expenses 2024: $11,486,314Net Income 2024: $3,069,9282024Revenue 2025: $15,981,560Expenses 2025: $15,547,243Net Income 2025: $434,3172025

Highlighted filing

2012

Revenue-
Expenses$9,997,633
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Dec 19, 2012
Return Version
2011v1.2
Gross Receipts
$12,388,710
Mission and Program Overview

Mission

The fund provides holiday, sick, vacation, training, bereavement, and jury duty benefits to eligible participants and their dependents.

Filing and Contact Details

Filer

EIN
11-2823324
Raw XML AppendixShowing 400 of 406 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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IRS990ScheduleO/GeneralExplanation/Explanation0THE BOARD OF DIRECTORS HAS ENGAGED A 3RD PARTY ADMINISTRATOR TO PROVIDE MANAGMENT SERVICES.
IRS990ScheduleO/GeneralExplanation/Explanation1FORM 990 IS PREPARED BY THE FUND'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS BASED ON THE INFORMATION PROVIDED BY THE FUND'S THIRD PARTY ADMINISTRATOR AND IS THEN REVIEWED BY THE THIRD PARTY ADMINISTRATOR, THE FUND'S LEGAL COUNSEL AND THE TRUSTEES PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/GeneralExplanation/Explanation2THE FUND IS AN ERISA COVERED EMPLOYEE BENEFIT PLAN. AS SUCH, THE FUND'S TRUSTEES ADHERE TO THE FIDUCIARY STANDARDS SET FORTH IN ERISA.
IRS990ScheduleO/GeneralExplanation/Explanation3FORM 9990, PART VI, SECTION B, LINE 14: THE FUND IS AN ERISA COVERED EMPLOYEE BENEFIT PLAN. AS SUCH, THE FUND COMPLIES WITH THE DOCUMENT RETENTION AND DESTRUCTION POLICIES MANDATED BY ERISA.
IRS990ScheduleO/GeneralExplanation/Explanation4THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE AS REQUIRED BY ERISA.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 160,769.
IRS990ScheduleO/GeneralExplanation/Explanation6THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR HTE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
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IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12
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IRS990/TotalLiabNetAssetsFundBalances/EOY08602102
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY07784250
IRS990/TotalNetAssetsFundBalances/EOY08425097
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceRevenue010202734
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear010477711
IRS990/TotalRevenue/ExclusionAmount0274977
IRS990/TotalRevenuePriorYear010229594
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome010202734
IRS990/TotalRevenue/TotalRevenueColumn010477711
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TypeOfOrganizationOther0X
IRS990/TypeOfOrgOtherDescription0EMPLOYEE BENEFIT PLAN
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01986
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0112823324
ReturnHeader/Filer/Name/BusinessNameLine10ITPE ANNUAL BENEFIT FUND CO ERISA SYSTEMS
ReturnHeader/Filer/NameControl0ITPE
ReturnHeader/Filer/Phone09082760800
ReturnHeader/Filer/USAddress/AddressLine10216 NORTH AVE EAST NO 2ND FL
ReturnHeader/Filer/USAddress/City0CRANFORD
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007016
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-12-19
ReturnHeader/Officer/Name0JAY LIPSCOMB
ReturnHeader/Officer/Phone09082760800
ReturnHeader/Officer/Title0CO-CHAIRMAN
ReturnHeader/PreparerFirm/EIN0131578842
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BUCHBINDER TUNICK & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10ONE PENN PLAZA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0101190219

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,602,102
Liabilities
$177,005
Net assets
$8,425,097
Revenue
-
Expenses
$9,997,633
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.5$0.27$18.3$16.0$15.5$0.43
2024Detailed filing. Detailed filing data is available for this year.$17.4$0.19$17.2$14.6$11.5$3.07
2023Detailed filing. Detailed filing data is available for this year.$13.5$0.20$13.3$12.2$9.99$2.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.17$11.7$10.9$9.42$1.46
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.21$10.1$9.33$8.61$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.49$0.19$8.31$9.95$9.43$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.08$0.22$7.86$9.63$10.2$0.53
2018Detailed filing. Detailed filing data is available for this year.$8.42$0.24$8.18$9.50$10.3$0.80
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.99$0.21$8.78$9.75$9.56$0.19
2016Detailed filing. Detailed filing data is available for this year.$8.56$0.14$8.42$9.30$9.30$0.00
2015Detailed filing. Detailed filing data is available for this year.$8.65$0.14$8.51$8.77$8.72$0.04
2014Summary only. Only limited summary data is available for this year.$8.26$0.02$8.24$8.45$8.63$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.65$0.18$8.47$9.42$9.46$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.60$0.18$8.43$10.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.86$0.08$7.78$10.0