Civic Intelligence

Policyholders' Trust

990EZ • Fiscal year 2014 • EIN 13-7305782

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

215 Lexington AvenueNew York, NY 10016

(212) 261-4440

Siviq Scores

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

Liabilities / Assets

80th percentile

0.16x

Higher debt load relative to assets than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Annualized from 2013 to 2014

Assets

Down

$6,062

Down $1,000 (-14%) from 2013

Net Assets

Down

$5,062

Down $1,000 (-16%) from 2013

Liabilities

Flat

$1,000

Flat from 2013

Revenue

Flat

$0

Flat from 2013

Expenses

Flat

$1,000

Flat from 2013

Net Income

Flat

-$1,000

Flat from 2013

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0-$5.0KAssets 2011: $9,062Liabilities 2011: $1,0002011Assets 2012: $8,062Liabilities 2012: $1,000Net Assets 2012: $7,0622012Assets 2013: $7,062Liabilities 2013: $1,000Net Assets 2013: $6,0622013Assets 2014: $6,062Liabilities 2014: $1,000Net Assets 2014: $5,0622014Assets 2015: $5,062Liabilities 2015: $2,380Net Assets 2015: $2,6822015Assets 2016: $2,682Liabilities 2016: $1,500Net Assets 2016: $1,1822016Assets 2017: $1,182Liabilities 2017: $1,550Net Assets 2017: -$3682017Assets 2018: $9,632Liabilities 2018: $1,600Net Assets 2018: $8,0322018Assets 2019: $8,032Liabilities 2019: $1,650Net Assets 2019: $6,3822019Assets 2020: $6,382Liabilities 2020: $1,700Net Assets 2020: $4,6822020Assets 2021: $4,682Liabilities 2021: $1,870Net Assets 2021: $2,8122021Assets 2022: $2,832Liabilities 2022: $2,000Net Assets 2022: $8322022Assets 2023: $10,832Liabilities 2023: $2,100Net Assets 2023: $8,7322023Assets 2024: $8,732Liabilities 2024: $2,277Net Assets 2024: $6,4552024

Highlighted filing

2014

Assets$6,062
Liabilities$1,000
Net Assets$5,062

Operations Trend

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $15,000Expenses 2011: $1,000Net Income 2011: $14,0002011Revenue 2012: $0Expenses 2012: $1,000Net Income 2012: -$1,0002012Revenue 2013: $0Expenses 2013: $1,000Net Income 2013: -$1,0002013Revenue 2014: $0Expenses 2014: $1,000Net Income 2014: -$1,0002014Revenue 2015: $0Expenses 2015: $2,380Net Income 2015: -$2,3802015Revenue 2016: $0Expenses 2016: $1,500Net Income 2016: -$1,5002016Revenue 2017: $0Expenses 2017: $1,550Net Income 2017: -$1,5502017Revenue 2018: $10,000Expenses 2018: $1,600Net Income 2018: $8,4002018Revenue 2019: $0Expenses 2019: $1,650Net Income 2019: -$1,6502019Revenue 2020: $0Expenses 2020: $1,700Net Income 2020: -$1,7002020Revenue 2021: $0Expenses 2021: $1,870Net Income 2021: -$1,8702021Revenue 2022: $0Expenses 2022: $1,980Net Income 2022: -$1,9802022Revenue 2023: $10,000Expenses 2023: $2,100Net Income 2023: $7,9002023Revenue 2024: $0Expenses 2024: $2,277Net Income 2024: -$2,2772024

Highlighted filing

2014

Revenue$0
Expenses$1,000
Net Income-$1,000
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

To hold 100% of the membership interests of affiliates risk management services, inc. ("arms"), a 501(c)(3) tax-exempt organization formed primarily to act in support and furtherance of the risk management activities of the trust's tax-exempt beneficiaries. The trust's primary responsibilities are (1) to elect the board of arms and otherwise exercise voting rights as arms's sole member, (2) to distribute such amounts upon the issuance of a dividend or upon the liquidation and dissolution of arms, and (3) to report annually to the trust's beneficiaries about the foregoing.

To hold 100% of the membership interests of affiliates risk management services, inc. ("arms"), a 501(c)(3) tax-exempt organization formed to act in support and furtherance of the risk management activities of the trust's tax-exempt beneficiaries. The trust's primary responsibilities are (1) to elect the board of arms and otherwise exercise voting rights as arms's sole member, (2) to distribute such amounts upon the issuance of a dividend or upon the liquidation and dissolution of arms, and (3) to report annually to the trust's beneficiaries about the foregoing.

Program Services

DescriptionGrantsExpenses
THE TRUST EXISTS SOLELY TO HOLD 100% OF THE MEMBERSHIP INTERESTS OF AFFILIATES RISK MANAGEMENT SERVICES, INC., A 501(C)(3) CORPORATION.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
H CARTERBoard Chair-$0--
L TAMAYOVice-Chair-$0--
C BRITETrustee-$0--
N BURNESTrustee-$0--
J CLEMONSTrustee-$0--
GD FISHERTrustee-$0--
B GUCKENBERGERTrustee-$0--
D HISERTrustee-$0--
D JOHNSONTrustee-$0--
T PUGHTrustee-$0--
J SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
POLICYHOLDERS' TRUST
EIN
13-7305782
Phone
2122614440
Address
215 LEXINGTON AVENUE, NEW YORK, NY 10016

Signing Officer

Name
Harry Carter
Title
Board Chair
Phone
2122614440
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022
Preparer
Garrett M Higgins
Phone
2122862600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 1,000. End of year amount: 1,000.

Raw XML Appendix195 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0J COBRIN CO ARMS
IRS990EZ/BooksInCareOfDetail/PhoneNum02122614706
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 LEXINGTON AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010016
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07062
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06062
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1000
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07062
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06062
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06062
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05062
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06062
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05062
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0H CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1L TAMAYO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2C BRITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3N BURNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4J CLEMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GD FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6B GUCKENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7D HISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8D JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9T PUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10J SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HOLD 100% OF THE MEMBERSHIP INTERESTS OF AFFILIATES RISK MANAGEMENT SERVICES, INC. ("ARMS"), A 501(C)(3) TAX-EXEMPT ORGANIZATION FORMED TO ACT IN SUPPORT AND FURTHERANCE OF THE RISK MANAGEMENT ACTIVITIES OF THE TRUST'S TAX-EXEMPT BENEFICIARIES. THE TRUST'S PRIMARY RESPONSIBILITIES ARE (1) TO ELECT THE BOARD OF ARMS AND OTHERWISE EXERCISE VOTING RIGHTS AS ARMS'S SOLE MEMBER, (2) TO DISTRIBUTE SUCH AMOUNTS UPON THE ISSUANCE OF A DIVIDEND OR UPON THE LIQUIDATION AND DISSOLUTION OF ARMS, AND (3) TO REPORT ANNUALLY TO THE TRUST'S BENEFICIARIES ABOUT THE FOREGOING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUST EXISTS SOLELY TO HOLD 100% OF THE MEMBERSHIP INTERESTS OF AFFILIATES RISK MANAGEMENT SERVICES, INC., A 501(C)(3) CORPORATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01000
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS CREATED FOR THE PURPOSE OF HOLDING ALL OF THE MEMBERSHIP INTERESTS IN AFFILIATES RISK MANAGEMENT SERVICES, INC. ("ARMS") - ITSELF A NOT-FOR-PROFIT CORPORATION DETERMINED TO BE EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) - AND TO ACT IN SUPPORT AND FURTHERANCE OF THE ACTIVITIES OF THE MEMBERS OF THE PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. ("PPFA"), AND ITS AFFILIATED TAX-EXEMPT AND PUBLICLY-SUPPORTED INSTITUTIONS, IN MAINTAINING THE PROGRAM UTILIZED FOR THE COVERAGE OF LOSSES ARISING FROM THE TAX EXEMPT ACTIVITIES OF PPFA THROUGH SELF-INSURANCE FUNDING, THE PURCHASING OF INSURANCE AND THE PERFORMANCE OF RISK MANAGEMENT, CLAIMS ADMINISTRATION, QUALITY ASSURANCE AND LOSS PREVENTION SERVICES TO REDUCE THE FREQUENCY AND SEVERITY OF LOSS AND ENHANCE THE CHARITABLE MISSION AND SERVICES OF PPFA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS IN THE ORGANIZATION'S GOVERNING DOCUMENTS. SPECIFICALLY, THE ORGANIZING DOCUMENTS DEFINE THE CLASS AS THE MEMBERS OF PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. ("PPFA"), AND ITS AFFILIATED TAX-EXEMPT AND PUBLICLY-SUPPORTED INSTITUTIONS. ELIGIBILITY FOR INCLUSION IN THE CLASS IS DETERMINED BY PPFA THROUGH A FORMAL ACCREDITATION PROCESS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE BOARD OF TRUSTEES CONSISTS OF ELEVEN MEMBERS. A MINIMUM OF SIX OF THOSE TRUSTEES MUST ALSO SERVE IN THE CAPACITY OF (A) A CHIEF EXECUTIVE OFFICER OR DIRECTOR OF A PLANNED PARENTHOOD AFFILIATE OR (B) A DIRECTOR OF PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. (EACH, A "PP TRUSTEE"). IN 2014, SEVEN OF THE ELEVEN TRUSTEES WERE PP TRUSTEES. THE PP TRUSTEES, BECAUSE THEY CONTROL THE BOARD OF TRUSTEES OF THE ORGANIZATION, ENSURE THAT THE ORGANIZATION WILL ALWAYS SUPPORT THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990EZ, SCHEDULE A, PART I, LINE 11G, COL.(VI)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990EZ, SCHEDULE A, PART IV, SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2FORM 990EZ, SCHEDULE A, PART IV, SECTION C, LINE 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0131644147
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PPFAINC ITS MEMBERS & AFFILIATES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02122614440
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLICYHOLDERS' TRUST
ReturnHeader/Filer/BusinessNameControlTxt0POLI
ReturnHeader/Filer/EIN0137305782
ReturnHeader/Filer/PhoneNum02122614440
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 LEXINGTON AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271728945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNOR DAVIES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0665 FIFTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010022
ReturnHeader/PreparerPersonGrp/PhoneNum02122862600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARRETT M HIGGINS
ReturnHeader/ReturnTs02015-11-13T11:27:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.73$2.28$6.46$0.00$2.28$2.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$2.10$8.73$10.0$2.10$7.90
2022Detailed filing. Detailed filing data is available for this year.$2.83$2.00$0.83$0.00$1.98$1.98
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$1.87$2.81$0.00$1.87$1.87
2020Detailed filing. Detailed filing data is available for this year.$6.38$1.70$4.68$0.00$1.70$1.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$1.65$6.38$0.00$1.65$1.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.63$1.60$8.03$10.0$1.60$8.40
2017Detailed filing. Detailed filing data is available for this year.$1.18$1.55$0.37$0.00$1.55$1.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$1.50$1.18$0.00$1.50$1.50
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$2.38$2.68$0.00$2.38$2.38
2014Detailed filing. Detailed filing data is available for this year.$6.06$1.00$5.06$0.00$1.00$1.00
2013Detailed filing. Detailed filing data is available for this year.$7.06$1.00$6.06$0.00$1.00$1.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.06$1.00$7.06$0.00$1.00$1.00
2011Summary only. Only limited summary data is available for this year.$9.06$1.00$15.0$1.00$14.0