Civic Intelligence

Atlantic Telephone Membership Corporation Retiree Welfare Trust

990 • Fiscal year 2023 • EIN 20-8662055

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization ProfileN/A

View Organization Page

640 Whiteville Road NWShallotte, NC 28470

(910) 754-4301

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

45th percentile

0.02x

Higher debt load relative to revenue than 45% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

2nd percentile

-336%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

94th percentile

$393,792

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 34.3% of source-year revenue.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2023

Asset Growth

12th percentile

-12%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

3.0%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$13,988,935

Down $1,913,719 (-12%) from 2022

Net Assets

Down

$13,966,501

Down $1,936,153 (-12%) from 2022

Liabilities

Up

$22,434

Up $22,434 from 2022

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin2nd percentile

Revenue

Up

$1,149,646

Up $32,991 (+3.0%) from 2022

Expenses

Up

$5,018,148

Up $4,140,857 (+472%) from 2022

Net Income

Down

-$3,868,502

Down $4,107,866 (-1716%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2023

Assets$13,988,935
Liabilities$22,434
Net Assets$13,966,501
Open 2023 Filing

Operations Trend

Revenue Growth45th 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

2023

Revenue$1,149,646
Expenses$5,018,148
Net Income-$3,868,502
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$6,068,481
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$15,902,654$13,966,501▼ $1,936,153
Investments in Publicly Traded Securities$15,623,991$13,815,247▼ $1,808,744
Savings and Temporary Cash Investments$277,553$173,688▼ $103,865
Cash and Non-Interest-Bearing Accounts$1,110$0▼ $1,110
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$15,902,654$13,988,935▼ $1,913,719
Liabilities
Other Liabilities$0$22,434▲ $22,434
Total Liabilities$0$22,434▲ $22,434
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,902,654$13,966,501▼ $1,936,153
Total Liabilities and Net Assets / Fund Balance$15,902,654$13,988,935▼ $1,913,719
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleOtherTotal
Whitney KingBoard President$25,800$25,800

Board Members and Trustees

NameTitle
Keith HoldenCEO
Kim EdwardsVP Accounting & Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$784,939
Investment Income
$364,707
Other Revenue
$0
Change in Net Assets
$-3,868,502

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,066,436
Revenue Not Reported on Financial Statements
$83,210
Revenue Not Reported on Form 990
$1,932,349
Total Revenue per Audited Statements
$2,998,785
Total Revenue per Form 990
$1,149,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$83,210
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---$4,934,938
Fees for Service Investment Mgmnt Fees---$82,763
Other Expenses---$447
Total Functional Expenses$0$0$0$5,018,148

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,018,148
Expenses per Audited Statements$4,934,938
Total Expenses per Audited Statements$4,934,938
Expenses Not Reported on Financial Statements$83,210
Expenses Not Reported on Form 990$0
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
Checks Written in Excess of Available Cash$22,434
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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, Part VI, Section B, Line 11B

“The vice president, accounting & finance of atlantic telephone membership reviewed the form 990 before it was filed with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“The compliance with the policy is reviewed each year at the annual meeting.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request at the atlantic telephone membership corporation main office.”

Filing and Contact Details

Filer

Filer Name
Atlantic Telephone Membership
EIN
20-8662055
Phone
9107544301
Address
640 WHITEVILLE ROAD NW, SHALLOTTE, NC 28470

Signing Officer

Name
Kim Edwards
Title
Trustee
Phone
9107544301
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Edwards
Formed
2006
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
3

Preparer

Firm
Moss Adams Llp
Address
601 W RIVERSIDE AVENUE STE 1800, SPOKANE, WA 99201
Preparer
Emina O Cresswell CPA
Phone
5097472600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The atlantic telephone membership corporation retiree welfare benefit plan trust established under the plan to hold the plan's net assets is intended to qualify, pursuant to internal revenue code (irc) section 501(c)(9), and, accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable determination letter from the irs effective as of october 20, 2006. The trust has been amended since receipt of that determination letter. However, the trust administrator believes the trust is currently designed and operated in compliance with the applicable requirements of the internal revenue code. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions, however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix357 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
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ATLANTIC TELEPHONE MEMBERSHIP CORPORATION RETIREE WELFARE BENEFIT PLAN TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS INTENDED TO QUALIFY, PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 501(C)(9), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE IRS EFFECTIVE AS OF OCTOBER 20, 2006. THE TRUST HAS BEEN AMENDED SINCE RECEIPT OF THAT DETERMINATION LETTER. HOWEVER, THE TRUST ADMINISTRATOR BELIEVES THE TRUST IS CURRENTLY DESIGNED AND OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt035700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt17334
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt02700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt12700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KEITH HOLDEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KIM EDWARDS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP ACCOUNTING & FINANCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0393792
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1193664
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE RELATED ORGANIZATION USES A COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO DETERMINE COMPENSATION FOR THE INDIVIDUALS LISTED ON PART VII.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE VICE PRESIDENT, ACCOUNTING & FINANCE OF ATLANTIC TELEPHONE MEMBERSHIP REVIEWED THE FORM 990 BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLIANCE WITH THE POLICY IS REVIEWED EACH YEAR AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ATLANTIC TELEPHONE MEMBERSHIP CORPORATION MAIN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ATLANTIC TELEPHONE MEMBERSHIP CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0560634573
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(12)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TELECOMMUNICATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0620 WHITEVILLE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SHALLOTTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd028470
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0670234
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt14150000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PLAN CONTRIBUTIONS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1REIMBURSEMENT TO PLAN SPONSOR
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ATLANTIC TELEPHONE MEMBERSHIP CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ATLANTIC TELEPHONE MEMBERSHIP CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1R
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015902654
IRS990/TotalAssetsEOYAmt013988935
IRS990/TotalAssetsGrp/BOYAmt015902654
IRS990/TotalAssetsGrp/EOYAmt013988935
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05018148
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt022434
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt022434
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015902654
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013966501
IRS990/TotalOtherCompensationAmt048434
IRS990/TotalProgramServiceRevenueAmt0784939
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0364707
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0784939
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01149646
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015902654
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013988935
IRS990/TotReportableCompRltdOrgAmt0564822
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0640 WHITEVILLE ROAD NW
IRS990/USAddress/CityNm0SHALLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028470
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09107544301
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
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/AddressLine1Txt0640 WHITEVILLE ROAD NW
ReturnHeader/Filer/USAddress/CityNm0SHALLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028470
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 W RIVERSIDE AVENUE STE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPOKANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099201
ReturnHeader/PreparerPersonGrp/PhoneNum05097472600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMINA O CRESSWELL CPA
ReturnHeader/ReturnTs02024-11-13T11:05:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,988,935
Liabilities
$22,434
Net assets
$13,966,501
Revenue
$1,149,646
Expenses
$5,018,148
Net income
-$3,868,502
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