Civic Intelligence

Allied Trust Fund

990 • Fiscal year 2023 • EIN 22-6063410

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 10, 2024

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

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

0.24x

Higher debt load relative to revenue than 89% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Net Margin

11th percentile

-103%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Asset Growth

15th percentile

-22%

Faster asset growth than 15% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

34%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$630,255

Down $182,243 (-22%) from 2022

Net Assets

Down

$612,922

Down $160,954 (-21%) from 2022

Liabilities

Down

$17,333

Down $21,289 (-55%) from 2022

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin11th percentile

Revenue

Up

$72,401

Up $18,246 (+34%) from 2022

Expenses

Down

$146,702

Down $32,931 (-18%) from 2022

Net Income

Up

-$74,301

Up $51,177 (+41%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2023

Assets$630,255
Liabilities$17,333
Net Assets$612,922
Open 2023 Filing

Operations Trend

Revenue Growth83rd 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

2023

Revenue$72,401
Expenses$146,702
Net Income-$74,301
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$325,894
Mission and Program Overview

Mission

Welfare Fund

The plan covers its eligible employees and retirees' premiums on policies of group life, accident, health and disability insurance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$773,876$612,922▼ $160,954
Investments in Publicly Traded Securities$731,556$568,296▼ $163,260
Savings and Temporary Cash Investments$79,989$61,154▼ $18,835
Prepaid Expenses and Deferred Charges$155$0▼ $155
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$812,498$630,255▼ $182,243
Other Assets Total$798$805▲ $7
Liabilities
Accounts Payable and Accrued Expenses$38,622$17,333▼ $21,289
Total Liabilities$38,622$17,333▼ $21,289
Net Assets / Fund Balance
Total Net Assets Fund Balance$773,876$612,922▼ $160,954
Total Liabilities and Net Assets / Fund Balance$812,498$630,255▼ $182,243

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$25,044$25,044
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Linda B GlazerTrustee
Richard GlazerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$72,401
Other Revenue
$0
Change in Net Assets
$-74,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,437
Salaries, Compensation, and Employee Benefits$11,574
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$110,691
Comp Disqual Persons---$11,574
Fees for Services Accounting---$8,789
Fees for Services Other---$8,296
Fees for Service Investment Mgmnt Fees---$6,527
Office Expenses---$825
Total Functional Expenses$0$0$0$146,702
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Richard glazer, trustee, and linda glazer, trustee have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“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, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“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
Phone
2015698180
Signed
2024-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda B Glazer
Formed
1964
Legal Domicile
Nj
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
300 TICE BOULEVARD SUITE 315, WOODCLIFF LAKE, NJ 07677
Preparer
Garrett M Higgins
Phone
2017129800
Raw XML Appendix288 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.

Path#Value
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IRS990/ActivityOrMissionDesc0THE PLAN COVERS ITS ELIGIBLE EMPLOYEES AND RETIREES' PREMIUMS ON POLICIES OF GROUP LIFE, ACCIDENT, HEALTH AND DISABILITY INSURANCE.
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BooksInCareOfDetail/PersonNm0LINDA B GLAZER
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0298125
IRS990/GrossReceiptsAmt0325894
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0731556
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IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025044
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt025044
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0253493
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MissionDesc0THE PLAN COVERS ITS ELIGIBLE EMPLOYEES AND RETIREES' PREMIUMS ON POLICIES OF GROUP LIFE, ACCIDENT, HEALTH AND DISABILITY INSURANCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0773876
IRS990/NetAssetsOrFundBalancesEOYAmt0612922
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt044632
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt044632
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-86653
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0825
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0798
IRS990/OtherAssetsTotalGrp/EOYAmt0805
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0155
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IRS990/PYRevenuesLessExpensesAmt0-125478
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IRS990/PYTotalExpensesAmt0179633
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IRS990/PYTotalRevenueAmt054155
IRS990/ReconcilationRevenueExpnssAmt0-74301
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IRS990/RelatedEntityInd01
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IRS990/ReportOtherLiabilitiesInd00
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025044
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RICHARD GLAZER, TRUSTEE, AND LINDA GLAZER, TRUSTEE HAVE A FAMILY RELATIONSHIP.
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, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA B GLAZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02015698180
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLIED TRUST FUND
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ReturnHeader/Filer/EIN0226063410
ReturnHeader/Filer/PhoneNum02015698180
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ReturnHeader/Filer/USAddress/CityNm0TENAFLY
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ReturnHeader/Filer/USAddress/ZIPCd007670
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873231666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 TICE BOULEVARD SUITE 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODCLIFF LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007677
ReturnHeader/PreparerPersonGrp/PhoneNum02017129800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARRETT M HIGGINS
ReturnHeader/ReturnTs02024-10-10T17:59:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$630,255
Liabilities
$17,333
Net assets
$612,922
Revenue
$72,401
Expenses
$146,702
Net income
-$74,301
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