Civic Intelligence

Allied Trust Fund

990 • Fiscal year 2016 • EIN 22-6063410

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 12, 2017

Organization ProfileN/A

View Organization Page

82 North Summit StreetTenafly, NJ 07670

(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.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

0.75x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-524%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

34th percentile

-4.0%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$1,448,205

Down $60,040 (-4.0%) from 2015

Net Assets

Down

$1,426,762

Down $50,514 (-3.4%) from 2015

Liabilities

Down

$21,443

Down $9,526 (-31%) from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin3rd percentile

Revenue

Down

$28,559

Down $30,348 (-52%) from 2015

Expenses

Down

$178,285

Down $41,295 (-19%) from 2015

Net Income

Up

-$149,726

Up $10,947 (+6.8%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2016

Assets$1,448,205
Liabilities$21,443
Net Assets$1,426,762
Open 2016 Filing

Operations Trend

Revenue Growth5th 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

2016

Revenue$28,559
Expenses$178,285
Net Income-$149,726
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 12, 2017
Return Version
2016v3.0
Gross Receipts
$1,605,448
Mission and Program Overview

Mission

Welfare Fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,472,200$1,442,173▼ $30,027
Rtn Earn Endowment Incm Other Fnds$1,477,276$1,426,762▼ $50,514
Savings and Temporary Cash Investments$33,695$2,700▼ $30,995
Prepaid Expenses and Deferred Charges$422$237▼ $185
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$1,508,245$1,448,205▼ $60,040
Other Assets Total$1,928$3,095▲ $1,167
Liabilities
Accounts Payable and Accrued Expenses$30,969$21,443▼ $9,526
Total Liabilities$30,969$21,443▼ $9,526
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,477,276$1,426,762▼ $50,514
Total Liabilities and Net Assets / Fund Balance$1,508,245$1,448,205▼ $60,040

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$25,024$25,024
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Linda B GlazerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$28,559
Other Revenue
$0
Change in Net Assets
$-149,726
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,215
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$120,070--$120,070
Fees for Services Accounting-$14,510-$14,510
Fees for Service Investment Mgmnt Fees-$11,623-$11,623
Fees for Services Management$3,588--$3,588
Fees for Services Other-$2,000-$2,000
Insurance-$184-$184
Other Expenses$26,275$35-$35
Total Functional Expenses$149,933$28,352$0$178,285
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$29,863

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

Filer Name
Allied Trust Fund
EIN
22-6063410
Phone
2015698180
Address
82 North Summit Street, Tenafly, NJ 07670

Signing Officer

Name
Linda B Glazer
Title
Trustee
Signed
2017-09-12
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Newman & Cohen CPA PC
Address
450 Seventh Avenue Suite 1500, New York, NY 10123
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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Any potential conflict of interest is documented in the official minutes of the Fund, and the resolution is likewise documented.
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda B Glazer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Allied Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0226063410
ReturnHeader/Filer/PhoneNum02015698180
ReturnHeader/Filer/USAddress/AddressLine1Txt082 North Summit Street
ReturnHeader/Filer/USAddress/CityNm0Tenafly
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Newman & Cohen CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 Seventh Avenue Suite 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010123
ReturnHeader/PreparerPersonGrp/PhoneNum02129670580
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward B Newman
ReturnHeader/ReturnTs02017-09-12T12:28:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,448,205
Liabilities
$21,443
Net assets
$1,426,762
Revenue
$28,559
Expenses
$178,285
Net income
-$149,726
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. 2016 filings • 501(c)9 • $1M-$5M nonprofits