Civic Intelligence

Lucent-Agere-Avaya National Pensioners Association

EIN 20-8090164 • 501(c)5 • Reading, PA

Profile

Protect health and retirement benefits to pensioners

738 Belmont AvenueReading, PA 19605

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

7th percentile

-48%

Higher net margin than 7% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-9.1%

Faster asset growth than 26% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

65%

Faster revenue growth than 96% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$63,267

Down $8,876 (-12%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$7,170

Down $6,841 (-49%) from 2022

Expenses

Down

$16,046

Down $1,127 (-6.6%) from 2022

Net Income

Down

-$8,876

Down $5,714 (-181%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $60,961Liabilities 2010: $0Net Assets 2010: $60,9612010Assets 2011: $50,651Liabilities 2011: $0Net Assets 2011: $50,6512011Assets 2012: $62,779Liabilities 2012: $0Net Assets 2012: $62,7792012Assets 2013: $64,006Liabilities 2013: $0Net Assets 2013: $64,0062013Assets 2014: $57,814Liabilities 2014: $0Net Assets 2014: $57,8142014Assets 2015: $54,849Liabilities 2015: $0Net Assets 2015: $54,8492015Assets 2016: $52,190Liabilities 2016: $0Net Assets 2016: $52,1902016Assets 2017: $57,023Liabilities 2017: $0Net Assets 2017: $57,0232017Assets 2018: $60,470Net Assets 2018: $60,4702018Assets 2019: $60,267Liabilities 2019: $02019Assets 2020: $67,362Net Assets 2020: $67,3622020Assets 2021: $75,305Liabilities 2021: $02021Assets 2022: $72,143Net Assets 2022: $72,1432022Assets 2023: $63,267Liabilities 2023: $02023

Highlighted filing

2023

Assets$63,267
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2010: $38,755Expenses 2010: $14,104Net Income 2010: $24,6512010Revenue 2011: $1,749Expenses 2011: $12,059Net Income 2011: -$10,3102011Revenue 2012: $26,055Expenses 2012: $13,927Net Income 2012: $12,1282012Revenue 2013: $21,043Expenses 2013: $19,816Net Income 2013: $1,2272013Revenue 2014: $20,490Expenses 2014: $26,682Net Income 2014: -$6,1922014Revenue 2015: $22,633Expenses 2015: $25,598Net Income 2015: -$2,9652015Revenue 2016: $21,115Expenses 2016: $23,774Net Income 2016: -$2,6592016Revenue 2017: $20,509Expenses 2017: $15,676Net Income 2017: $4,8332017Revenue 2018: $20,266Expenses 2018: $16,819Net Income 2018: $3,4472018Revenue 2019: $17,096Expenses 2019: $17,299Net Income 2019: -$2032019Revenue 2020: $16,842Expenses 2020: $9,741Net Income 2020: $7,1012020Revenue 2021: $14,984Expenses 2021: $7,041Net Income 2021: $7,9432021Revenue 2022: $14,011Expenses 2022: $17,173Net Income 2022: -$3,1622022Revenue 2023: $7,170Expenses 2023: $16,046Net Income 2023: -$8,8762023

Highlighted filing

2023

Revenue$7,170
Expenses$16,046
Net Income-$8,876
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$63,267
Liabilities
$0
Net assets
-
Revenue
$7,170
Expenses
$16,046
Net income
-$8,876
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$63.3$0.00$7.17$16.0$8.88
2022Detailed filing. Detailed filing data is available for this year.$72.1$72.1$14.0$17.2$3.16
2021Summary only. Only limited summary data is available for this year.$75.3$0.00$15.0$7.04$7.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.4$67.4$16.8$9.74$7.10
2019Summary only. Only limited summary data is available for this year.$60.3$0.00$17.1$17.3$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.5$60.5$20.3$16.8$3.45
2017Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$20.5$15.7$4.83
2016Detailed filing. Detailed filing data is available for this year.$52.2$0.00$52.2$21.1$23.8$2.66
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.8$0.00$54.8$22.6$25.6$2.97
2014Detailed filing. Detailed filing data is available for this year.$57.8$0.00$57.8$20.5$26.7$6.19
2013Detailed filing. Detailed filing data is available for this year.$64.0$0.00$64.0$21.0$19.8$1.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.8$0.00$62.8$26.1$13.9$12.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.7$0.00$50.7$1.75$12.1$10.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.0$0.00$61.0$38.8$14.1$24.7
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 7, 2023
Return Version
2022v4.1
Gross Receipts
$14,011
Mission and Program Overview

Mission

Protect health and retirement benefits to pensioners

The organization protects and serves as an advocate for health and retirement benefits of pensioners of lucent technologies, agere systems and avaya inc.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROTECTS AND SERVES AS AN ADVOCATE FOR HEALTH AND RETIREMENT BENEFITS OF PENSIONERS OF LUCENT TECHNOLOGIES, AGERE SYSTEMS AND AVAYA INC.--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD BROFFORDPresidentPT$0--
REBECCA DODDERERTrusteePT$0--
THERESE M GILLETTESecretaryPT$0--
TRUDY KROUTILTrusteePT$0--
ROBERT M LONGENECKERTreasurerPT$0--
JACK E SCOTTVice PresidePT$0--
Filing and Contact Details

Filer

Filer Name
Lucent-agere-avaya National Pension
EIN
20-8090164
Phone
6109210906
Address
738 BELMONT AVENUE, READING, PA 19605

Signing Officer

Name
Robert M Longenecker
Title
Treasurer
Phone
6109210906
Signed
2023-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Long Barrell & Co Ltd
Address
50 BERKSHIRE COURT SUITE 208, WYOMISSING, PA 19610
Preparer
Tracey L Etchberger CPA Cgma
Phone
6107796000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 530 travel expense 9,930 cell phone expense 782 charitable contributions 230 insurance expense 2,828 total 14,300”

Form 990-ez, Part III

“The organization protects and serves as an advocate for health and retirement benefits of pensioners of lucent technologies, agere systems and avaya inc.”

Raw XML Appendix108 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT M LONGENECKER
IRS990EZ/BooksInCareOfDetail/PhoneNum06109210906
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0738 BELMONT AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAURELDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019605
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075305
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072143
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013990
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3162
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0765
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075305
IRS990EZ/Form990TotalAssetsGrp/EOYAmt072143
IRS990EZ/GrossReceiptsAmt014011
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075305
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072143
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075305
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072143
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RONALD BROFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA DODDERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THERESE M GILLETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRUDY KROUTIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT M LONGENECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACK E SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014300
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION PROTECTS AND SERVES AS AN ADVOCATE FOR HEALTH AND RETIREMENT BENEFITS OF PENSIONERS OF LUCENT TECHNOLOGIES, AGERE SYSTEMS AND AVAYA INC.
IRS990EZ/PrintingPublicationsPostageAmt02108
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROTECTS AND SERVES AS AN ADVOCATE FOR HEALTH AND RETIREMENT BENEFITS OF PENSIONERS OF LUCENT TECHNOLOGIES, AGERE SYSTEMS AND AVAYA INC.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017173
IRS990EZ/TotalRevenueAmt014011
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 530 TRAVEL EXPENSE 9,930 CELL PHONE EXPENSE 782 CHARITABLE CONTRIBUTIONS 230 INSURANCE EXPENSE 2,828 TOTAL 14,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROTECTS AND SERVES AS AN ADVOCATE FOR HEALTH AND RETIREMENT BENEFITS OF PENSIONERS OF LUCENT TECHNOLOGIES, AGERE SYSTEMS AND AVAYA INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M LONGENECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06109210906
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCENT-AGERE-AVAYA NATIONAL PENSION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LUCE
ReturnHeader/Filer/EIN0208090164
ReturnHeader/Filer/PhoneNum06109210906
ReturnHeader/Filer/USAddress/AddressLine1Txt0738 BELMONT AVENUE
ReturnHeader/Filer/USAddress/CityNm0READING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019605
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232321121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LONG BARRELL & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 BERKSHIRE COURT SUITE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WYOMISSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019610
ReturnHeader/PreparerPersonGrp/PhoneNum06107796000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACEY L ETCHBERGER CPA CGMA
ReturnHeader/ReturnTs02023-03-07T18:19:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LONGENECKER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)5 • <$500k nonprofits