Civic Intelligence

Allied Trust Fund

990 • Fiscal year 2013 • EIN 22-6063410

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 11, 2014

Organization ProfileN/A

View Organization Page

82 North Summit Street07670

(201) 569-8180

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.01x

Higher debt load relative to assets than 53% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

94th percentile

0.54x

Higher debt load relative to revenue than 94% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Net Margin

2nd percentile

-342%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Asset Growth

33rd percentile

-2.0%

Faster asset growth than 33% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

91st percentile

41%

Faster revenue growth than 91% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$1,843,239

Down $36,841 (-2.0%) from 2012

Net Assets

Down

$1,816,664

Down $32,677 (-1.8%) from 2012

Liabilities

Down

$26,575

Down $4,164 (-14%) from 2012

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin2nd percentile

Revenue

$49,291

No earlier filing loaded for comparison.

Expenses

Down

$218,108

Down $3,568 (-1.6%) from 2012

Net Income

-$168,817

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,265,333Liabilities 2010: $107,817Net Assets 2010: $2,157,5162010Assets 2011: $1,964,075Liabilities 2011: $36,471Net Assets 2011: $1,927,6042011Assets 2012: $1,880,080Liabilities 2012: $30,739Net Assets 2012: $1,849,3412012Assets 2013: $1,843,239Liabilities 2013: $26,575Net Assets 2013: $1,816,6642013Assets 2014: $1,706,673Liabilities 2014: $27,191Net Assets 2014: $1,679,4822014Assets 2015: $1,508,245Liabilities 2015: $30,969Net Assets 2015: $1,477,2762015Assets 2016: $1,448,205Liabilities 2016: $21,443Net Assets 2016: $1,426,7622016Assets 2017: $1,406,215Liabilities 2017: $20,765Net Assets 2017: $1,385,4502017Assets 2018: $1,211,900Liabilities 2018: $22,688Net Assets 2018: $1,189,2122018Assets 2019: $1,194,855Liabilities 2019: $27,928Net Assets 2019: $1,166,9272019Assets 2020: $1,095,254Liabilities 2020: $29,982Net Assets 2020: $1,065,2722020Assets 2021: $1,102,039Liabilities 2021: $69,253Net Assets 2021: $1,032,7862021Assets 2022: $812,498Liabilities 2022: $38,622Net Assets 2022: $773,8762022Assets 2023: $630,255Liabilities 2023: $17,333Net Assets 2023: $612,9222023Assets 2024: $583,657Liabilities 2024: $14,958Net Assets 2024: $568,6992024

Highlighted filing

2013

Assets$1,843,239
Liabilities$26,575
Net Assets$1,816,664
Open 2013 Filing

Operations Trend

Revenue Growth91st percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $295,9422010Revenue 2011: $24,800Expenses 2011: $257,393Net Income 2011: -$232,5932011Expenses 2012: $221,6762012Revenue 2013: $49,291Expenses 2013: $218,108Net Income 2013: -$168,8172013Revenue 2014: $34,716Expenses 2014: $206,663Net Income 2014: -$171,9472014Revenue 2015: $58,907Expenses 2015: $219,580Net Income 2015: -$160,6732015Revenue 2016: $28,559Expenses 2016: $178,285Net Income 2016: -$149,7262016Revenue 2017: $55,043Expenses 2017: $189,867Net Income 2017: -$134,8242017Revenue 2018: -$240Expenses 2018: $172,988Net Income 2018: -$173,2282018Revenue 2019: $57,922Expenses 2019: $199,805Net Income 2019: -$141,8832019Revenue 2020: -$28,196Expenses 2020: $148,140Net Income 2020: -$176,3362020Revenue 2021: $46,724Expenses 2021: $193,150Net Income 2021: -$146,4262021Revenue 2022: $54,155Expenses 2022: $179,633Net Income 2022: -$125,4782022Revenue 2023: $72,401Expenses 2023: $146,702Net Income 2023: -$74,3012023Revenue 2024: $41,035Expenses 2024: $96,901Net Income 2024: -$55,8662024

Highlighted filing

2013

Revenue$49,291
Expenses$218,108
Net Income-$168,817
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 11, 2014
Return Version
2013v3.1
Gross Receipts
$768,144
Mission and Program Overview

Mission

Welfare Fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,847,888$1,820,653▼ $27,235
Rtn Earn Endowment Incm Other Fnds$1,849,341$1,816,664▼ $32,677
Savings and Temporary Cash Investments$28,056$19,485▼ $8,571
Prepaid Expenses and Deferred Charges$1,804$1,576▼ $228
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,880,080$1,843,239▼ $36,841
Other Assets Total$2,332$1,525▼ $807
Liabilities
Accounts Payable and Accrued Expenses$30,739$26,575▼ $4,164
Total Liabilities$30,739$26,575▼ $4,164
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,849,341$1,816,664▼ $32,677
Total Liabilities and Net Assets / Fund Balance$1,880,080$1,843,239▼ $36,841

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$25,044$25,044
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Linda B GlazerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49,291
Other Revenue
$0
Change in Net Assets
$-168,817
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,489
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$141,619--$141,619
Fees for Service Investment Mgmnt Fees-$24,463-$24,463
Fees for Services Accounting-$13,800-$13,800
Insurance-$6,413-$6,413
Fees for Services Management$5,644--$5,644
Fees for Services Other-$2,000-$2,000
Other Expenses$24,150$19-$19
Total Functional Expenses$171,413$46,695$0$218,108
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Linda B GlazerTrusteeClaims process & mgmt.No$29,794

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Claims processing and related management services are delegated to an entity that is controlled by the Fund's trustee.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Fund's trustee received a copy of the 990 in sufficient time to review each page and obtain answers to all questions prior to signing the document.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Any potential conflict of interest is documented in the official minutes of the Fund, and the resolution is likewise documented.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies, and financial statements are available at the Fund's office for review by any interested persons.”

Filing and Contact Details

Filer

EIN
22-6063410
Phone
2015698180

Signing Officer

Name
Linda B Glazer
Title
Trustee
Signed
2014-07-11
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
Nj
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Preparer
Edward B Newman
Phone
2129670580
Raw XML Appendix303 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/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Claims processing and related management services are delegated to an entity that is controlled by the Fund's trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Fund's trustee received a copy of the 990 in sufficient time to review each page and obtain answers to all questions prior to signing the document.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Any potential conflict of interest is documented in the official minutes of the Fund, and the resolution is likewise documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents, policies, and financial statements are available at the Fund's office for review by any interested persons.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10Allied Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0226063410
ReturnHeader/Filer/PhoneNum02015698180
ReturnHeader/Filer/USAddress/AddressLine1082 North Summit Street
ReturnHeader/Filer/USAddress/City0Tenafly
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Newman & Cohen CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10450 Seventh Avenue Suite 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010123
ReturnHeader/PreparerPersonGrp/PhoneNum02129670580
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward B Newman
ReturnHeader/ReturnTs02014-07-11T09:10:46-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,843,239
Liabilities
$26,575
Net assets
$1,816,664
Revenue
$49,291
Expenses
$218,108
Net income
-$168,817
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.01$0.57$0.04$0.10$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.61$0.07$0.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.04$0.77$0.05$0.18$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.07$1.03$0.05$0.19$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.03$1.07$0.03$0.15$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.17$0.06$0.20$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.02$1.19$0.00$0.17$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.39$0.06$0.19$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.02$1.43$0.03$0.18$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.03$1.48$0.06$0.22$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.03$1.68$0.03$0.21$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.03$1.82$0.05$0.22$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.03$1.85$0.22
2011Summary only. Only limited summary data is available for this year.$1.96$0.04$1.93$0.02$0.26$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.11$2.16$0.30
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)9 • $1M-$5M nonprofits