Civic Intelligence

Miles & Stockbridge Health & Welfare Benefits Trust

990 • Fiscal year 2018 • EIN 20-3987272

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

Organization ProfileN/A
100 Light StreetBaltimore, MD 21202-1487

(410) 385-3500

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.00x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

25th percentile

-6.0%

Higher net margin than 25% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$316,788

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

9th percentile

-34%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

12%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$581,365

Down $299,440 (-34%) from 2017

Net Assets

Down

$581,365

Down $299,440 (-34%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin25th percentile

Revenue

Up

$4,982,964

Up $516,915 (+12%) from 2017

Expenses

Up

$5,282,404

Up $1,134,359 (+27%) from 2017

Net Income

Down

-$299,440

Down $617,444 (-194%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,191,000Liabilities 2010: $0Net Assets 2010: $1,191,0002010Assets 2011: $746,333Liabilities 2011: $0Net Assets 2011: $746,3332011Assets 2012: $784,786Liabilities 2012: $0Net Assets 2012: $784,7862012Assets 2013: $836,389Liabilities 2013: $0Net Assets 2013: $836,3892013Assets 2014: $572,883Liabilities 2014: $0Net Assets 2014: $572,8832014Assets 2015: $461,768Liabilities 2015: $0Net Assets 2015: $461,7682015Assets 2016: $562,801Liabilities 2016: $0Net Assets 2016: $562,8012016Assets 2017: $880,805Liabilities 2017: $0Net Assets 2017: $880,8052017Assets 2018: $581,365Liabilities 2018: $0Net Assets 2018: $581,3652018Assets 2019: $538,189Liabilities 2019: $0Net Assets 2019: $538,1892019Assets 2020: $657,296Liabilities 2020: $0Net Assets 2020: $657,2962020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$581,365
Liabilities$0
Net Assets$581,365
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,050,6472010Expenses 2011: $3,099,6442011Expenses 2012: $3,324,6842012Revenue 2013: $3,134,387Expenses 2013: $3,082,784Net Income 2013: $51,6032013Revenue 2014: $3,650,117Expenses 2014: $3,913,623Net Income 2014: -$263,5062014Revenue 2015: $3,910,877Expenses 2015: $4,021,992Net Income 2015: -$111,1152015Revenue 2016: $4,696,108Expenses 2016: $4,595,075Net Income 2016: $101,0332016Revenue 2017: $4,466,049Expenses 2017: $4,148,045Net Income 2017: $318,0042017Revenue 2018: $4,982,964Expenses 2018: $5,282,404Net Income 2018: -$299,4402018Revenue 2019: $4,519,202Expenses 2019: $4,562,378Net Income 2019: -$43,1762019Revenue 2020: $4,193,372Expenses 2020: $4,074,265Net Income 2020: $119,1072020Revenue 2021: $3,764,039Expenses 2021: $4,421,335Net Income 2021: -$657,2962021

Highlighted filing

2018

Revenue$4,982,964
Expenses$5,282,404
Net Income-$299,440
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$4,982,964
Mission and Program Overview

Mission

To fund the health and welfare benefit plan for the employees of miles & stockbridge p.c.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$880,805$581,365▼ $299,440
Savings and Temporary Cash Investments$319,501$5,925▼ $313,576
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$880,805$581,365▼ $299,440
Other Assets Total$561,304$575,440▲ $14,136
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$880,805$581,365▼ $299,440
Total Liabilities and Net Assets / Fund Balance$880,805$581,365▼ $299,440

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$575,440--
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Jones Belinda WTrustee
William G Psillas JrPlan Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,982,897
Investment Income
$67
Other Revenue
$0
Change in Net Assets
$-299,440

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,982,604
Revenue Not Reported on Financial Statements
$360
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$360
Total Revenue per Audited Statements
$4,982,604
Total Revenue per Form 990
$4,982,964
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,481
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---$5,045,923
Other Expenses---$360
Total Functional Expenses$0$0$0$5,282,404

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,288,122
Total Expenses per Form 990$5,282,404
Expenses per Audited Statements$5,143,494
Expenses Not Reported on Form 990$144,628
Expenses Not Reported on Financial Statements$138,910
Other Expense Adjustments$138,910
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 8A

“The trust has not designated a formal governing body. The trust is organized in a very straightforward fashion. It identifies a plan administrator and the administrative duties related thereto, and a plan trustee and the recordkeeping and fiduciary duties related thereto. The trust also identifies the obligations of the employer/plan sponsor. As a result, no meetings and related minutes exist which would be applicable to the trust.”

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

“See answer to form 990, part vi, section a, line 8a.”

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

“Form 990 is provided to the miles & stockbridge p.c.'s management for review prior to filing of the return.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Miles & Stockbridge
EIN
20-3987272
Phone
4103853500
Address
100 LIGHT STREET, BALTIMORE, MD 21202-1487

Signing Officer

Name
William G Psillas Jr
Title
Plan Administrator
Phone
4103853500
Signed
2019-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William G Psillas Jr
Formed
2005
Legal Domicile
Md
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ellin & Tucker Chartered
Address
400 EAST PRATT ST SUITE 200, BALTIMORE, MD 21202
Preparer
Susan Keller
Phone
4107275735
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan administrator has concluded that there were no uncertain tax positions taken as of december 31, 2018.”

PART XII, LINE 2D:

“Amount represents administrative expenses payable recorded by the plan as of 12/31/2018. As this return is filed on the cash basis, the accrual is not included in form 990.”

PART XII, LINE 4B:

“Amount represents administrative expenses payable recorded by the plan as of 12/31/2017. As this return is filed on the cash basis, the accrual is reversed in form 990 as of 12/31/2018.”

Raw XML Appendix338 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FUND THE HEALTH AND WELFARE BENEFIT PLAN FOR THE EMPLOYEES OF MILES & STOCKBRIDGE P.C.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt05045923
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CRYSTAL WALK
IRS990/BooksInCareOfDetail/PhoneNum04103853796
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 LIGHT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BALTIMORE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021202
IRS990/BusinessRlnWithFamMemInd00
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt067
IRS990/CYOtherExpensesAmt0236481
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04982897
IRS990/CYRevenuesLessExpensesAmt0-299440
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05282404
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04982964
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE MILES & STOCKBRIDGE HEALTH & WELFARE BENEFITS TRUST ("THE TRUST") PROVIDES BASIC HOSPITALIZATION, SURGICAL, MAJOR MEDICAL, AND OTHER HEALTH BENEFITS ON A SELF-INSURED BASIS TO EMPLOYEES OF MILES & STOCKBRIDGE P.C. ("M&S") AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/ExpenseAmt05282404
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.50
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt038444
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt121640
IRS990/Form990PartVIISectionAGrp/PersonNm0JONES BELINDA W
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0278344
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1137341
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PLAN ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04982964
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt067
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO FUND THE HEALTH AND WELFARE BENEFIT PLAN FOR THE EMPLOYEES OF MILES & STOCKBRIDGE P.C.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0880805
IRS990/NetAssetsOrFundBalancesEOYAmt0581365
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0575440
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT ADMINISTRATOR
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/TotalAmt0236121
IRS990/OtherExpensesGrp/TotalAmt1360
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM G PSILLAS JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0FUNDING OF HEALTH AND
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04982897
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04982897
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03907015
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04466049
IRS990/ReconcilationRevenueExpnssAmt0-299440
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04982897
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0880805
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0581365
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0319501
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05925
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0144628
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0138910
IRS990ScheduleD/ExpensesSubtotalAmt05143494
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0575440
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RECEIVABLES FROM INSURANCE COMPANY DEPOSITS
IRS990ScheduleD/OtherExpensesIncludedAmt0144628
IRS990ScheduleD/OtherExpensesNotIncludedAmt0138910
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0360
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0360
IRS990ScheduleD/RevenueSubtotalAmt04982604
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN AS OF DECEMBER 31, 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AMOUNT REPRESENTS ADMINISTRATIVE EXPENSES PAYABLE RECORDED BY THE PLAN AS OF 12/31/2018. AS THIS RETURN IS FILED ON THE CASH BASIS, THE ACCRUAL IS NOT INCLUDED IN FORM 990.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2AMOUNT REPRESENTS ADMINISTRATIVE EXPENSES PAYABLE RECORDED BY THE PLAN AS OF 12/31/2017. AS THIS RETURN IS FILED ON THE CASH BASIS, THE ACCRUAL IS REVERSED IN FORM 990 AS OF 12/31/2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0575440
IRS990ScheduleD/TotalExpensesPerForm990Amt05282404
IRS990ScheduleD/TotalRevenuePerForm990Amt04982964
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04982604
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05288122
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IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt19601
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JONES BELINDA W
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1WILLIAM G PSILLAS JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PLAN ADMINISTRATOR
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1158981
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS NOT DESIGNATED A FORMAL GOVERNING BODY. THE TRUST IS ORGANIZED IN A VERY STRAIGHTFORWARD FASHION. IT IDENTIFIES A PLAN ADMINISTRATOR AND THE ADMINISTRATIVE DUTIES RELATED THERETO, AND A PLAN TRUSTEE AND THE RECORDKEEPING AND FIDUCIARY DUTIES RELATED THERETO. THE TRUST ALSO IDENTIFIES THE OBLIGATIONS OF THE EMPLOYER/PLAN SPONSOR. AS A RESULT, NO MEETINGS AND RELATED MINUTES EXIST WHICH WOULD BE APPLICABLE TO THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE ANSWER TO FORM 990, PART VI, SECTION A, LINE 8A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PROVIDED TO THE MILES & STOCKBRIDGE P.C.'S MANAGEMENT FOR REVIEW PRIOR TO FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
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 C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0521852131
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0LEGAL SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0MILES & STOCKBRIDGE PC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0100 LIGHT STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BALTIMORE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd021202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0880805
IRS990/TotalAssetsEOYAmt0581365
IRS990/TotalAssetsGrp/BOYAmt0880805
IRS990/TotalAssetsGrp/EOYAmt0581365
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05282404
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0880805
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0581365
IRS990/TotalOtherCompensationAmt060084
IRS990/TotalProgramServiceExpensesAmt05282404
IRS990/TotalProgramServiceRevenueAmt04982897
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt067
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04982897
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04982964
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0880805
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0581365
IRS990/TotReportableCompRltdOrgAmt0415685
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 LIGHT STREET
IRS990/USAddress/CityNm0BALTIMORE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd0212021487
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM G PSILLAS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04103853500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILES & STOCKBRIDGE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MILE
ReturnHeader/Filer/EIN0203987272
ReturnHeader/Filer/PhoneNum04103853500
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 LIGHT STREET
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0212021487
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB7DFB60C93AA1B331567231D7D48371795C5F56
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CB1C3A3D0CA69C2409C95F394BBD5A20A7109465
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.246.120.254
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:20:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520947747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIN & TUCKER CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 EAST PRATT ST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALTIMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021202
ReturnHeader/PreparerPersonGrp/PhoneNum04107275735
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN KELLER
ReturnHeader/ReturnTs02019-11-08T13:25:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$581,365
Liabilities
$0
Net assets
$581,365
Revenue
$4,982,964
Expenses
$5,282,404
Net income
-$299,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.76$4.42$0.66
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$4.19$4.07$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$4.52$4.56$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$4.98$5.28$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$4.47$4.15$0.32
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$4.70$4.60$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$3.91$4.02$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$3.65$3.91$0.26
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$3.13$3.08$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$3.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$3.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$3.05