Civic Intelligence

Atlantic Telephone Membership Corporation Retiree Welfare Trust

990 • Fiscal year 2014 • EIN 20-8662055

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 31, 2015

Organization ProfileN/A

View Organization Page

620 Whiteville Road NWShallotte, NC 28459

(910) 754-4301

Siviq Scores

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

Liabilities / Assets

68th percentile

0.17x

Higher debt load relative to assets than 68% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

0.79x

Higher debt load relative to revenue than 95% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

52%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$8,102,965

Up $1,128,429 (+16%) from 2013

Net Assets

Up

$6,702,935

Up $1,226,804 (+22%) from 2013

Liabilities

Down

$1,400,030

Down $98,375 (-6.6%) from 2013

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin93rd percentile

Revenue

Up

$1,767,911

Up $602,687 (+52%) from 2013

Expenses

Up

$541,107

Up $17,122 (+3.3%) from 2013

Net Income

Up

$1,226,804

Up $585,565 (+91%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2011: $3,891,031Liabilities 2011: -$336,759Net Assets 2011: $4,227,7902011Assets 2012: $5,094,918Liabilities 2012: $260,026Net Assets 2012: $4,834,8922012Assets 2013: $6,974,536Liabilities 2013: $1,498,405Net Assets 2013: $5,476,1312013Assets 2014: $8,102,965Liabilities 2014: $1,400,030Net Assets 2014: $6,702,9352014Assets 2015: $8,556,804Liabilities 2015: $0Net Assets 2015: $8,556,8042015Assets 2016: $9,755,909Liabilities 2016: $0Net Assets 2016: $9,755,9092016Assets 2017: $12,414,548Liabilities 2017: $0Net Assets 2017: $12,414,5482017Assets 2018: $11,876,310Liabilities 2018: $0Net Assets 2018: $11,876,3102018Assets 2019: $14,710,547Liabilities 2019: $0Net Assets 2019: $14,710,5472019Assets 2020: $16,605,736Liabilities 2020: $0Net Assets 2020: $16,605,7362020Assets 2021: $18,926,434Liabilities 2021: $0Net Assets 2021: $18,926,4342021Assets 2022: $15,902,654Liabilities 2022: $0Net Assets 2022: $15,902,6542022Assets 2023: $13,988,935Liabilities 2023: $22,434Net Assets 2023: $13,966,5012023Assets 2024: $13,552,558Liabilities 2024: $0Net Assets 2024: $13,552,5582024

Highlighted filing

2014

Assets$8,102,965
Liabilities$1,400,030
Net Assets$6,702,935
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $478,2382011Expenses 2012: $522,4732012Revenue 2013: $1,165,224Expenses 2013: $523,985Net Income 2013: $641,2392013Revenue 2014: $1,767,911Expenses 2014: $541,107Net Income 2014: $1,226,8042014Revenue 2015: $1,597,616Expenses 2015: $605,754Net Income 2015: $991,8622015Revenue 2016: $1,571,765Expenses 2016: $631,308Net Income 2016: $940,4572016Revenue 2017: $2,305,205Expenses 2017: $769,394Net Income 2017: $1,535,8112017Revenue 2018: $2,085,732Expenses 2018: $762,882Net Income 2018: $1,322,8502018Revenue 2019: $2,457,982Expenses 2019: $899,291Net Income 2019: $1,558,6912019Revenue 2020: $2,010,292Expenses 2020: $986,080Net Income 2020: $1,024,2122020Revenue 2021: $2,700,585Expenses 2021: $935,224Net Income 2021: $1,765,3612021Revenue 2022: $1,116,655Expenses 2022: $877,291Net Income 2022: $239,3642022Revenue 2023: $1,149,646Expenses 2023: $5,018,148Net Income 2023: -$3,868,5022023Revenue 2024: $2,815,136Expenses 2024: $2,839,484Net Income 2024: -$24,3482024

Highlighted filing

2014

Revenue$1,767,911
Expenses$541,107
Net Income$1,226,804
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 31, 2015
Return Version
2014v5.0
Gross Receipts
$1,767,911
Mission and Program Overview

Mission

The organization provides certain medical, dental, and life insurance benefits along with discounts on telephone, internet and cable television services for the eligible retirees of the atlantic telephone membership corporation and dependents of such eligible retirees.

The organization provides certain medical, dental, and life insurance benefits for the eligible retrirees of the company and dependents of such eligible retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,787,543$7,957,979▲ $1,170,436
Rtn Earn Endowment Incm Other Fnds$5,476,131$6,702,935▲ $1,226,804
Savings and Temporary Cash Investments$186,993$144,986▼ $42,007
Total Assets$6,974,536$8,102,965▲ $1,128,429
Liabilities
Other Liabilities$1,498,405$1,400,030▼ $98,375
Total Liabilities$1,498,405$1,400,030▼ $98,375
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,476,131$6,702,935▲ $1,226,804
Total Liabilities and Net Assets / Fund Balance$6,974,536$8,102,965▲ $1,128,429
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Allen RussTrustee
James H MillikenTrustee
Roger CoxTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,202,906
Program Service Revenue
$0
Investment Income
$193,192
Other Revenue
$371,813
All Other Contributions
$1,202,906
Change in Net Assets
$1,226,804

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,767,911
Total Revenue per Audited Statements
$1,767,911
Total Revenue per Form 990
$1,767,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$482,906
Other Expenses$58,201
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Employee Benefits---$482,906
Other Expenses---$4
Total Functional Expenses$0$0$0$541,107

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$541,107
Total Expenses per Audited Statements$541,107
Total Expenses per Form 990$541,107
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unrealized Gains & Losses$1,400,030
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 12C

“Officers review policies at the annual meeting.”

Form 990, Page 6, Part VI, Line 19

“The policies, financial statements and conflict of interest statements are available at the offices of the mailing address.”

Filing and Contact Details

Filer

Filer Name
Atlantic Telephone Membership
EIN
20-8662055
Phone
9107544301
Address
620 WHITEVILLE ROAD NW, SHALLOTTE, NC 28459

Signing Officer

Name
Roger Cox
Title
Trustee
Phone
9107544301
Signed
2015-07-31

Organization Details

Formed
2006
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Berry Padgett & Chandler Pllc
Address
PO BOX 579, SHALLOTTE, NC 28459-0385
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The organization paid insurance benefits and brokerage fees for transactions in the investment accounts of the company.”

Raw XML Appendix247 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION PROVIDES CERTAIN MEDICAL, DENTAL, AND LIFE INSURANCE BENEFITS FOR THE ELIGIBLE RETRIREES OF THE COMPANY AND DEPENDENTS OF SUCH ELIGIBLE RETIREES.
IRS990/AllOtherContributionsAmt01202906
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROGER COX
IRS990/BooksInCareOfDetail/PhoneNum09107544311
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0620 WHITEVILLE ROAD NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0SHALLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028459
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01202906
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0193192
IRS990/CYOtherExpensesAmt058201
IRS990/CYOtherRevenueAmt0371813
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01226804
IRS990/CYSalariesCompEmpBnftPaidAmt0482906
IRS990/CYTotalExpensesAmt0541107
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01767911
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE ORGANIZATION PAID INSURANCE BENEFITS FOR ELIGIBLE RETIREES OF THE COMPANY AND QUALIFIED DEPENDANTS OF ELIGIBLE EMPLOYEES OF THE COMPANY FOR THE YEAR
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0ROGER COX
IRS990/Form990PartVIISectionAGrp/PersonNm1ALLEN RUSS
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES H MILLIKEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt093822
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt093822
IRS990/GrossReceiptsAmt01767911
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt099370
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt099370
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06787543
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07957979
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt027501
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt027501
IRS990/MissionDesc0THE ORGANIZATION PROVIDES CERTAIN MEDICAL, DENTAL, AND LIFE INSURANCE BENEFITS FOR THE ELIGIBLE RETRIREES OF THE COMPANY AND DEPENDENTS OF SUCH ELIGIBLE RETIREES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05476131
IRS990/NetAssetsOrFundBalancesEOYAmt06702935
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt093822
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt093822
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0482906
IRS990/OtherExpensesGrp/Desc0BROKERAGE FEES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES WITHHELD
IRS990/OtherExpensesGrp/Desc2US INCOME TAX WITHHELD
IRS990/OtherExpensesGrp/TotalAmt054647
IRS990/OtherExpensesGrp/TotalAmt13550
IRS990/OtherExpensesGrp/TotalAmt24
IRS990/OtherLiabilitiesGrp/BOYAmt01498405
IRS990/OtherLiabilitiesGrp/EOYAmt01400030
IRS990/OtherRevenueMiscGrp/Desc0LONG TERM CAP GAIN (LOSS)
IRS990/OtherRevenueMiscGrp/Desc1INCOME FROM STRADDLES
IRS990/OtherRevenueMiscGrp/Desc2NET SHORT TERM GAIN (LOSS)
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0222211
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt173223
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt248878
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0222211
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt173223
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt248878
IRS990/OtherRevenueTotalAmt0371813
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ORGANIZATION PAID INSURANCE BENEFITS AND BROKERAGE FEES FOR TRANSACTIONS IN THE INVESTMENT ACCOUNTS OF THE COMPANY.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01256658
IRS990/PYInvestmentIncomeAmt0121543
IRS990/PYOtherExpensesAmt047331
IRS990/PYOtherRevenueAmt0-212977
IRS990/PYRevenuesLessExpensesAmt0641239
IRS990/PYSalariesCompEmpBnftPaidAmt0476654
IRS990/PYTotalExpensesAmt0523985
IRS990/PYTotalRevenueAmt01165224
IRS990/ReconcilationRevenueExpnssAmt01226804
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05476131
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06702935
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0186993
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0144986
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0541107
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01400030
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNREALIZED GAINS & LOSSES
IRS990ScheduleD/RevenueSubtotalAmt01767911
IRS990ScheduleD/TotalExpensesPerForm990Amt0541107
IRS990ScheduleD/TotalLiabilityAmt01400030
IRS990ScheduleD/TotalRevenuePerForm990Amt01767911
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01767911
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0541107
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PAID INSURANCE BENEFITS AND BROKERAGE FEES FOR TRANSACTIONS IN THE INVESTMENT ACCOUNTS OF THE COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS REVIEW POLICIES AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICIES, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST STATEMENTS ARE AVAILABLE AT THE OFFICES OF THE MAILING ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06974536
IRS990/TotalAssetsEOYAmt08102965
IRS990/TotalAssetsGrp/BOYAmt06974536
IRS990/TotalAssetsGrp/EOYAmt08102965
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01202906
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0541107
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01498405
IRS990/TotalLiabilitiesEOYAmt01400030
IRS990/TotalLiabilitiesGrp/BOYAmt01498405
IRS990/TotalLiabilitiesGrp/EOYAmt01400030
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05476131
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06702935
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0565005
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01767911
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06974536
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08102965
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09107544301
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATLANTIC TELEPHONE MEMBERSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CORPORATION RETIREE WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ATLA
ReturnHeader/Filer/EIN0208662055
ReturnHeader/Filer/PhoneNum09107544301
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 WHITEVILLE ROAD NW
ReturnHeader/Filer/USAddress/CityNm0SHALLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028459
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561132073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERRY PADGETT & CHANDLER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 579
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHALLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0284590385
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-21
ReturnHeader/ReturnTs02015-08-12T08:51:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,102,965
Liabilities
$1,400,030
Net assets
$6,702,935
Revenue
$1,767,911
Expenses
$541,107
Net income
$1,226,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$0.00$13.6$2.82$2.84$0.02
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.02$14.0$1.15$5.02$3.87
2022Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.12$0.88$0.24
2021Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$2.70$0.94$1.77
2020Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$2.01$0.99$1.02
2019Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$2.46$0.90$1.56
2018Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$2.09$0.76$1.32
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$2.31$0.77$1.54
2016Detailed filing. Detailed filing data is available for this year.$9.76$0.00$9.76$1.57$0.63$0.94
2015Detailed filing. Detailed filing data is available for this year.$8.56$0.00$8.56$1.60$0.61$0.99
2014Detailed filing. Detailed filing data is available for this year.$8.10$1.40$6.70$1.77$0.54$1.23
2013Detailed filing. Detailed filing data is available for this year.$6.97$1.50$5.48$1.17$0.52$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.09$0.26$4.83$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.34$4.23$0.48