Civic Intelligence

Pvfc Employee Welfare Benefit Plan & Trust

EIN 22-3053442 • 501(c)9 • Frederick, MD

Profile

Medical, disability & death benefits

C/O 5728 Little Spring WayFrederick, MD 21704

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 2016

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-25200%

Higher net margin than 9% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue80th percentileNet Margin9th percentile

Revenue

$18

No earlier filing loaded for comparison.

Expenses

$4,554

No earlier filing loaded for comparison.

Net Income

-$4,536

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$0Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$5.0K$0-$5.0KRevenue 2016: $18Expenses 2016: $4,554Net Income 2016: -$4,5362016

Highlighted filing

2016

Revenue$18
Expenses$4,554
Net Income-$4,536
Open 2016 Filing

Filings

Most recent year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$18
Expenses
$4,554
Net income
-$4,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0$0$0$18$4,554$4,536
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$18
Mission and Program Overview

Mission

Medical, disability & death benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,536--
Total Assets$4,536$0▼ $4,536
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,536--
Total Net Assets Fund Balance$4,536$0▼ $4,536
Total Liabilities and Net Assets / Fund Balance$4,536$0▼ $4,536
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
James LisleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$18
Other Revenue
$0
Change in Net Assets
$-4,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,554
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
Fees for Services Legal$3,954--$3,954
Fees for Services Accounting$600--$600
Total Functional Expenses$4,554$0$0$4,554
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
Filing and Contact Details

Filer

Filer Name
Pvfc Employee Welfare Benefit Plan & Trust
EIN
22-3053442
Phone
2023452495
Address
C/O 5728 LITTLE SPRING WAY, FREDERICK, MD 21704

Signing Officer

Name
James Lisle
Title
President
Phone
2023452495
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Lisle
Formed
1988
Legal Domicile
Md
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Charles P Mercogliano CPA LLC
Address
14824 Carona Dr, Silver Spring, MD 20905
Preparer
Charles P Mercogliano CPA
Phone
2023452495
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“PRINCIPLE OFFICER REVIEW”

Form 990EZ, Part II, Line 24

“Investments”

Form 990EZ, Part II, Line 26

“Accounts Payable & Accrued Expenses”

Raw XML Appendix231 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/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
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IRS990/EmployeeCnt00
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IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01988
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IRS990/GoverningBodyVotingMembersCnt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt018
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04536
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRUCE LISLE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0368
IRS990/PYOtherExpensesAmt0750
IRS990/PYRevenuesLessExpensesAmt0-382
IRS990/PYTotalExpensesAmt0750
IRS990/PYTotalRevenueAmt0368
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-4536
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04536
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0N/A
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0N/A
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0N/A
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0NA
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IRS990ScheduleN/OwnerOfSuccessorInd0false
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IRS990/SchoolOperatingInd0false
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02023452495
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
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ReturnHeader/Filer/BusinessNameControlTxt0POTO
ReturnHeader/Filer/EIN0223053442
ReturnHeader/Filer/PhoneNum02023452495
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.56.244.192
ReturnHeader/FilingSecurityInformation/IPDt02017-05-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:38:53
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014824 Carona Dr
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ReturnHeader/PreparerPersonGrp/PhoneNum02023452495
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-24
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-24T12:39:04-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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