Civic Intelligence

Allied Trust Fund

990 • Fiscal year 2011 • EIN 22-6063410

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 15, 2012

82 North Summit Street07670
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,964,075

Flat from 2011

Net Assets

Flat

$1,927,604

Flat from 2011

Liabilities

Flat

$36,471

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$257,393

Flat from 2011

Net Income

-

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.

$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 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

2011

Assets$1,964,075
Liabilities$36,471
Net Assets$1,927,604

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $295,9422010Expenses 2011: $257,3932011Revenue 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

2011

Revenue-
Expenses$257,393
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 15, 2012
Return Version
2011v1.2
Gross Receipts
$2,664,003
Mission and Program Overview

Mission

Welfare Fund

Filing and Contact Details

Filer

EIN
22-6063410
Raw XML Appendix312 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/InformationTechnology/Total00
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IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/EOY00
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IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome048895
IRS990/InvestmentIncome/TotalRevenueColumn048895
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/EOY00
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IRS990/InvestmentsPubTradedSecurities/BOY02260049
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IRS990/InvestTaxExemptBonds0false
IRS990/LandBldgEquipmentAccumDeprec025044
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IRS990/MissionDescription0Welfare Fund
IRS990/MoreThan5000KToIndividuals0false
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IRS990/NumberOfContractorsGT100K00
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IRS990/OtherEmployeeBenefits/Total00
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IRS990/OtherExpensesCurrentYear081970
IRS990/OtherExpenses/Description0Claims processing
IRS990/OtherExpenses/ProgramServices025414
IRS990/OtherExpenses/Total025414
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IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
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IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction034688
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0Claims process & mgmt.
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0Linda B Glazer
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0Trustee
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IRS990ScheduleO/GeneralExplanation/Explanation0Governing documents, policies, and financial statements are available at the Fund's office for review by any interested persons.
IRS990ScheduleO/GeneralExplanation/Explanation1Any potential conflict of interest is documented in the official minutes of the Fund, and the resolution is likewise documented.
IRS990ScheduleO/GeneralExplanation/Explanation2The 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/GeneralExplanation/Explanation3Claims processing and related management services are delegated to an entity that is controlled by the Fund's trustee.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 11
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 3
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IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 11: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
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IRS990/YearFormation01964
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0226063410
ReturnHeader/Filer/Name/BusinessNameLine10Allied Trust Fund
ReturnHeader/Filer/NameControl0ALLI
ReturnHeader/Filer/Phone02015698180
ReturnHeader/Filer/USAddress/AddressLine1082 North Summit Street
ReturnHeader/Filer/USAddress/City0Tenafly
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007670
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-06-15
ReturnHeader/Officer/Name0Linda B Glazer
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Newman & Cohen CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10450 Seventh Avenue Suite 1500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0New York
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010123
ReturnHeader/Preparer/Name0Edward B Newman
ReturnHeader/Preparer/Phone02129670580
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-15T11:15:00-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.04$1.93$0.26
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