Civic Intelligence

Allied Trust Fund

990 • Fiscal year 2018 • EIN 22-6063410

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 19, 2019

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

57th percentile

0.02x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

100th percentile

72178%

Higher net margin than 100% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

77th percentile

$109,744

Higher top officer pay than 77% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

19th percentile

-14%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$1,211,900

Down $194,315 (-14%) from 2017

Net Assets

Down

$1,189,212

Down $196,238 (-14%) from 2017

Liabilities

Up

$22,688

Up $1,923 (+9.3%) from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$240

Down $55,283 (-100%) from 2017

Expenses

Down

$172,988

Down $16,879 (-8.9%) from 2017

Net Income

Down

-$173,228

Down $38,404 (-28%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2018

Assets$1,211,900
Liabilities$22,688
Net Assets$1,189,212
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue-$240
Expenses$172,988
Net Income-$173,228
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 19, 2019
Return Version
2018v3.1
Gross Receipts
$2,416,707
Mission and Program Overview

Mission

Welfare Fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,399,873$1,195,913▼ $203,960
Rtn Earn Endowment Incm Other Fnds$1,385,450$1,189,212▼ $196,238
Savings and Temporary Cash Investments$3,349$13,063▲ $9,714
Prepaid Expenses and Deferred Charges$54$422▲ $368
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$1,406,215$1,211,900▼ $194,315
Other Assets Total$2,939$2,502▼ $437
Liabilities
Accounts Payable and Accrued Expenses$20,765$22,688▲ $1,923
Total Liabilities$20,765$22,688▲ $1,923
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,385,450$1,189,212▼ $196,238
Total Liabilities and Net Assets / Fund Balance$1,406,215$1,211,900▼ $194,315

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$25,024$25,024
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleOtherTotal
Deborah PearlmanTrustee$109,744$109,744

Board Members and Trustees

NameTitle
Linda B GlazerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-240
Other Revenue
$0
Change in Net Assets
$-173,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,845
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$112,143--$112,143
Fees for Services Accounting-$14,635-$14,635
Fees for Service Investment Mgmnt Fees-$11,361-$11,361
Fees for Services Management$4,494--$4,494
Fees for Services Other-$1,750-$1,750
Insurance-$184-$184
Other Expenses$28,388$33-$33
Total Functional Expenses$145,025$27,963$0$172,988
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Linda B GlazerTrusteeClaims process & mgmt.No$32,881

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 one of the Fund's trustees.”

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

“The Fund's trustees 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
2019-08-19
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Zelin & Associates CPA LLC
Address
555 8th Ave Ste 1203, New York, NY 10018
Preparer
Edward B Newman
Phone
6466784496
Raw XML Appendix313 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/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
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IRS990/InsuranceGrp/TotalAmt0184
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Claims processing and related management services are delegated to an entity that is controlled by one of the Fund's trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Fund's trustees 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
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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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt082 North Summit Street
IRS990/USAddress/CityNm0Tenafly
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007670
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda B Glazer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-19
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/PreparerFirmEIN0464721814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZELIN & ASSOCIATES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 8th Ave Ste 1203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum06466784496
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward B Newman
ReturnHeader/ReturnTs02019-08-19T11:21:06-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,211,900
Liabilities
$22,688
Net assets
$1,189,212
Revenue
-$240
Expenses
$172,988
Net income
-$173,228
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. 2018 filings • 501(c)9 • $1M-$5M nonprofits