Civic Intelligence

Trustees of the MID Atlantic Regional Health Fund

990 • Fiscal year 2011 • EIN 25-1347607

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 14, 2012

7 - 9 West Mulberry Street21201
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.02x

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

2011 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

45th percentile

-0.5%

Faster asset growth than 45% of similar nonprofits.

2011 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,209,673

Down $11,439 (-0.5%) from 2010

Net Assets

Down

$2,166,462

Down $23,660 (-1.1%) from 2010

Liabilities

Up

$43,211

Up $12,221 (+39%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$499,423

Up $91,582 (+22%) from 2010

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: $2,221,112Liabilities 2010: $30,990Net Assets 2010: $2,190,1222010Assets 2011: $2,209,673Liabilities 2011: $43,211Net Assets 2011: $2,166,4622011Assets 2012: $2,289,074Liabilities 2012: $80,367Net Assets 2012: $2,208,7072012Assets 2013: $2,347,100Liabilities 2013: $162,352Net Assets 2013: $2,184,7482013Assets 2014: $2,370,863Liabilities 2014: $272,390Net Assets 2014: $2,098,4732014Assets 2015: $2,055,655Liabilities 2015: $46,886Net Assets 2015: $2,008,7692015Assets 2016: $2,070,455Liabilities 2016: $50,115Net Assets 2016: $2,020,3402016Assets 2017: $2,212,488Liabilities 2017: $48,325Net Assets 2017: $2,164,1632017Assets 2018: $2,061,238Liabilities 2018: $24,143Net Assets 2018: $2,037,0952018Assets 2019: $2,312,204Liabilities 2019: $24,464Net Assets 2019: $2,287,7402019Assets 2020: $2,523,663Liabilities 2020: $25,552Net Assets 2020: $2,498,1112020Assets 2021: $2,617,703Liabilities 2021: $24,881Net Assets 2021: $2,592,8222021Assets 2022: $2,345,761Liabilities 2022: $37,721Net Assets 2022: $2,308,0402022Assets 2023: $2,586,119Liabilities 2023: $22,529Net Assets 2023: $2,563,5902023Assets 2024: $2,742,828Liabilities 2024: $10,034Net Assets 2024: $2,732,7942024

Highlighted filing

2011

Assets$2,209,673
Liabilities$43,211
Net Assets$2,166,462

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $407,8412010Expenses 2011: $499,4232011Expenses 2012: $599,4202012Revenue 2013: $453,221Expenses 2013: $617,925Net Income 2013: -$164,7042013Revenue 2014: $359,528Expenses 2014: $496,450Net Income 2014: -$136,9222014Revenue 2015: $226,620Expenses 2015: $232,345Net Income 2015: -$5,7252015Revenue 2016: $120,723Expenses 2016: $170,387Net Income 2016: -$49,6642016Revenue 2017: $150,007Expenses 2017: $160,032Net Income 2017: -$10,0252017Revenue 2018: $146,970Expenses 2018: $130,300Net Income 2018: $16,6702018Revenue 2019: $136,931Expenses 2019: $133,258Net Income 2019: $3,6732019Revenue 2020: $168,162Expenses 2020: $127,039Net Income 2020: $41,1232020Revenue 2021: $822,142Expenses 2021: $149,777Net Income 2021: $672,3652021Revenue 2022: $114,421Expenses 2022: $203,052Net Income 2022: -$88,6312022Revenue 2023: $221,206Expenses 2023: $203,311Net Income 2023: $17,8952023Revenue 2024: $314,542Expenses 2024: $195,619Net Income 2024: $118,9232024

Highlighted filing

2011

Revenue-
Expenses$499,423
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 14, 2012
Return Version
2011v1.2
Gross Receipts
$487,990
Mission and Program Overview

Mission

To provide supplemental health benefits covering eligible participants employed under collective bargaining agreements with various employers.

Filing and Contact Details

Filer

EIN
25-1347607
Raw XML Appendix329 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/AccountsPayableAccruedExpenses/EOY08000
IRS990/AccountsReceivable/BOY058200
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IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0To provide supplemental health benefits covering eligible participants employed under collective bargaining agreements with various employers.
IRS990/ActivityOther/Description0To provide supplemental health benefits covering eligible participants employed under collective bargaining agreements with various employers.
IRS990/AddressPrincipalOfficerUS/AddressLine107 - 9 West Mulberry Street
IRS990/AddressPrincipalOfficerUS/City0Baltimore
IRS990/AddressPrincipalOfficerUS/State0MD
IRS990/AddressPrincipalOfficerUS/ZIPCode021201
IRS990/AllOtherExpenses/Total08578
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IRS990/Form990PartVIISectionA/NamePerson0Harold Bock
IRS990/Form990PartVIISectionA/NamePerson1Helen Lidgett
IRS990/Form990PartVIISectionA/NamePerson2Ted Michaelis
IRS990/Form990PartVIISectionA/NamePerson3Teresa Engleman
IRS990/Form990PartVIISectionA/NamePerson4Brad Minetree
IRS990/Form990PartVIISectionA/NamePerson5Donna Utz
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IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/Title0Chairman
IRS990/Form990PartVIISectionA/Title1Trustee
IRS990/Form990PartVIISectionA/Title2Trustee
IRS990/Form990PartVIISectionA/Title3Trustee
IRS990/Form990PartVIISectionA/Title4Trustee
IRS990/Form990PartVIISectionA/Title5Trustee
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
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IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts0487990
IRS990/GroupReturnForAffiliates00
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IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
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IRS990/InvestmentIncome/ExclusionAmount047212
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IRS990/InvestmentIncome/TotalRevenueColumn047212
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IRS990/InvestmentsPubTradedSecurities/BOY01987733
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IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0To provide supplemental health benefits covering eligible participants employed under collective bargaining agreements with various employers.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0Harold Bock
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
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IRS990/NetAssetsOrFundBalancesEOY02166462
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109605
IRS990/NumberIndependentVotingMembers06
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total021432
IRS990/OfficeExpenses/Total02707
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
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IRS990/OtherAssetsTotal/EOY0124343
IRS990/OtherExpensePriorYear0146580
IRS990/OtherExpensesCurrentYear0177573
IRS990/OtherExpenses/Description0ALLOC COMMON & PAYROLL
IRS990/OtherExpenses/Description1ADMINISTRATOR SALARY
IRS990/OtherExpenses/Description2PARKING EXPENSE
IRS990/OtherExpenses/Description3SUNDRY EXPENSES
IRS990/OtherExpenses/Total094190
IRS990/OtherExpenses/Total126472
IRS990/OtherExpenses/Total24110
IRS990/OtherExpenses/Total32490
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IRS990/OtherRevenueCurrentYear00
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IRS990/OwnWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
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IRS990/PrepaidExpensesDeferredCharges/BOY01856
IRS990/PrepaidExpensesDeferredCharges/EOY01460
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0525120
IRS990/ProgramServiceRevenue/BusinessCode1525120
IRS990/ProgramServiceRevenueCY0440778
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenuePriorYear0413436
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0438026
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome12752
IRS990/ProgramServiceRevenue/TotalRevenueColumn0438026
IRS990/ProgramServiceRevenue/TotalRevenueColumn12752
IRS990/ProhibitedTaxShelterTrans00
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IRS990/ReconcilationOtherChanges0-12227
IRS990/ReconcilationRevenueExpenses0-11433
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IRS990/RetainedEarningsEndowmentEtc/BOY02190122
IRS990/RetainedEarningsEndowmentEtc/EOY02166462
IRS990/RevenuesLessExpensesCY0-11433
IRS990/RevenuesLessExpensesPriorYear058307
IRS990/SalariesEtcCurrentYear00
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IRS990/ScheduleBRequired00
IRS990ScheduleD/ExcessOrDeficitForYear0-11433
IRS990ScheduleD/ExcessOrDeficitPerFS0-23660
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt03750
IRS990ScheduleD/ExpensesSubtotal0495673
IRS990ScheduleD/InvestmentExpensesNotIncluded03750
IRS990ScheduleD/InvestmentExpensesNotIncluded203750
IRS990ScheduleD/NetUnrealizedGainsInvestments0-12227
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-12227
IRS990ScheduleD/OtherAssets/BookValue076300
IRS990ScheduleD/OtherAssets/BookValue148043
IRS990ScheduleD/OtherAssets/Description0Prescription Escrow
IRS990ScheduleD/OtherAssets/Description1Due from related entities
IRS990ScheduleD/OtherLiabilities/Amount035211
IRS990ScheduleD/OtherLiabilities/Description0Estimated unpaid claims
IRS990ScheduleD/RevenueNotRptdF9900-12227
IRS990ScheduleD/RevenueNotRptdOnFinStmt03750
IRS990ScheduleD/RevenueSubtotal0484240
IRS990ScheduleD/TotalAdjustments0-12227
IRS990ScheduleD/TotalBookValueOtherAssets0124343
IRS990ScheduleD/TotalExpenses0499423
IRS990ScheduleD/TotalExpensesPerForm9900499423
IRS990ScheduleD/TotalOfAmounts035211
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0487990
IRS990ScheduleD/TotalRevenuePerForm9900487990
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0495673
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0472013
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0The return was emailed to the fund's trustees for their review prior to its filing.
IRS990ScheduleO/GeneralExplanation/Explanation1The Organization adopted a conflict of interest policy on April 23, 2012.
IRS990ScheduleO/GeneralExplanation/Explanation2The Organization adopted a whistleblower and a document retention and destruction policies on April 23, 2012. The organization does not pay compensation to its top management or to key employees. The organization does not pay compensation to its officers or to key employees.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4Net unrealized losses on investments: -12227.
IRS990ScheduleO/GeneralExplanation/Identifier0Changes in Net Assets or Fund Balances:
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section B, line 12
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part XI, line 5:
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MD
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine107-9 West Mulberry St
IRS990/TheBooksAreInCareOf/AddressUS/City0Baltimore
IRS990/TheBooksAreInCareOf/AddressUS/State0MD
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode021201
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10The Fund Office
IRS990/TheBooksAreInCareOf/TelephoneNumber04106592191
IRS990/TotalAssets/BOY02221112
IRS990/TotalAssetsBOY02221112
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IRS990/TotalReportableCompFromOrg00
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IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0440778
IRS990/TotalRevenue/TotalRevenueColumn0487990
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01976
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0251347607
ReturnHeader/Filer/Name/BusinessNameLine10Mid Atlantic Regional Health Fund
ReturnHeader/Filer/NameControl0MIDA
ReturnHeader/Filer/Phone04106592191
ReturnHeader/Filer/USAddress/AddressLine107 - 9 West Mulberry Street
ReturnHeader/Filer/USAddress/City0Baltimore
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode021201
ReturnHeader/Officer/DateSigned02012-08-14
ReturnHeader/Officer/Name0Harold Bock
ReturnHeader/Officer/Phone04106202191
ReturnHeader/Officer/Title0Chairman
ReturnHeader/PreparerFirm/EIN0132688836
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ROGOFF & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10355 LEXINGTON AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0100176603
ReturnHeader/Preparer/Name0ABDELLATIF ELMAGHRABI
ReturnHeader/Preparer/Phone02125575666
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T10:16:41-06:00

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.$2.74$0.01$2.73$0.31$0.20$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.02$2.56$0.22$0.20$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.04$2.31$0.11$0.20$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.62$0.02$2.59$0.82$0.15$0.67
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.03$2.50$0.17$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.02$2.29$0.14$0.13$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.02$2.04$0.15$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.05$2.16$0.15$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.05$2.02$0.12$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.05$2.01$0.23$0.23$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.27$2.10$0.36$0.50$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.35$0.16$2.18$0.45$0.62$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.08$2.21$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.04$2.17$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.03$2.19$0.41