Civic Intelligence

Nabholz Companies Voluntary

990 • Fiscal year 2013 • EIN 20-8788434

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 15, 2014

612 Garland St72032-4418

(501) 505-5800

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Net Margin

53rd percentile

4.1%

Higher net margin than 53% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Asset Growth

89th percentile

32%

Faster asset growth than 89% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

13th percentile

-14%

Faster revenue growth than 13% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2011 to 2013

Assets

Up

$939,700

Up $227,267 (+32%) from 2012

Net Assets

Up

$939,700

Up $481,008 (+105%) from 2012

Liabilities

Down

$0

Down $253,741 (-100%) from 2012

Revenue

$5,290,418

No earlier filing loaded for comparison.

Expenses

Up

$5,074,891

Up $489,489 (+11%) from 2012

Net Income

$215,527

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $927,241Liabilities 2011: $79,563Net Assets 2011: $847,6782011Assets 2012: $712,433Liabilities 2012: $253,741Net Assets 2012: $458,6922012Assets 2013: $939,700Liabilities 2013: $0Net Assets 2013: $939,7002013Assets 2014: $432,172Liabilities 2014: $83,286Net Assets 2014: $348,8862014Assets 2015: $508,096Liabilities 2015: $61,903Net Assets 2015: $446,1932015Assets 2016: $364,308Liabilities 2016: $1,314Net Assets 2016: $362,9942016Assets 2017: $211,802Liabilities 2017: $12,276Net Assets 2017: $199,5262017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2013

Assets$939,700
Liabilities$0
Net Assets$939,700

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $7,175,486Expenses 2011: $6,756,971Net Income 2011: $418,5152011Expenses 2012: $4,585,4022012Revenue 2013: $5,290,418Expenses 2013: $5,074,891Net Income 2013: $215,5272013Revenue 2014: $4,498,940Expenses 2014: $5,089,754Net Income 2014: -$590,8142014Revenue 2015: $6,392,297Expenses 2015: $6,294,990Net Income 2015: $97,3072015Revenue 2016: $7,607,658Expenses 2016: $7,690,857Net Income 2016: -$83,1992016Revenue 2017: $7,294,035Expenses 2017: $7,457,503Net Income 2017: -$163,4682017Revenue 2018: $8,183,770Expenses 2018: $8,383,296Net Income 2018: -$199,5262018

Highlighted filing

2013

Revenue$5,290,418
Expenses$5,074,891
Net Income$215,527
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 15, 2014
Return Version
2013v3.1
Gross Receipts
$5,290,418
Mission and Program Overview

Mission

Provide health benefits to active and retired employee participants.

Trust for provision of employee benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$699,373$862,066▲ $162,693
Accounts Receivable$49,643$77,634▲ $27,991
Total Assets$749,016$939,700▲ $190,684
Liabilities
Accounts Payable and Accrued Expenses$24,843--
Total Liabilities$24,843$0▼ $24,843
Net Assets / Fund Balance
Unrestricted Net Assets$724,173$939,700▲ $215,527
Total Net Assets Fund Balance$724,173$939,700▲ $215,527
Total Liabilities and Net Assets / Fund Balance$749,016$939,700▲ $190,684
Compensation and Service Providers

Board Members and Trustees

NameTitle
Greg WilliamsTrustee
Peggy DuvallTrustee
Rodney ToddTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,289,689
Investment Income
$729
Other Revenue
$0
Change in Net Assets
$215,527

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,290,418
Total Revenue per Audited Statements
$5,290,418
Total Revenue per Form 990
$5,290,418
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$594,754
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$4,480,137--$4,480,137
Fees for Services Accounting-$311,110-$311,110
Insurance-$283,644-$283,644
Total Functional Expenses$4,480,137$594,754$0$5,074,891

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,074,891
Total Expenses per Audited Statements$5,074,891
Total Expenses per Form 990$5,074,891
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
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
No
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 19

The governing documents and financial statements are available to the public upon request.

Filing and Contact Details

Filer

EIN
20-8788434
Phone
5015055800

Signing Officer

Name
Greg Williams
Title
Trustee
Phone
5015055800
Signed
2014-10-15

Organization Details

Principal Officer
Greg Williams
Formed
2007
Legal Domicile
Ar
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Preparer
Scott Felts CPA
Phone
5013295613
Raw XML Appendix237 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.

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IRS990/GrantToRelatedPersonInd0false
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ReturnHeader/Filer/BusinessName/BusinessNameLine10NABHOLZ COMPANIES VOLUNTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine20EMPLOYEE BENEFITS TRUST
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ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings