Civic Intelligence

Trustees of the MID Atlantic Regional Health Fund

990 • Fiscal year 2016 • EIN 25-1347607

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 03, 2017

Organization ProfileN/A

View Organization Page

5735 Industry Lane Bldg C No 101Frederick, MD 21704

(410) 659-2191

Siviq Scores

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

Liabilities / Assets

56th percentile

0.02x

Higher debt load relative to assets than 56% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

0.42x

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

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

Net Margin

10th percentile

-41%

Higher net margin than 10% 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

44th percentile

0.7%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$2,070,455

Up $14,800 (+0.7%) from 2015

Net Assets

Up

$2,020,340

Up $11,571 (+0.6%) from 2015

Liabilities

Up

$50,115

Up $3,229 (+6.9%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin10th percentile

Revenue

Down

$120,723

Down $105,897 (-47%) from 2015

Expenses

Down

$170,387

Down $61,958 (-27%) from 2015

Net Income

Down

-$49,664

Down $43,939 (-767%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2016

Assets$2,070,455
Liabilities$50,115
Net Assets$2,020,340
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

2016

Revenue$120,723
Expenses$170,387
Net Income-$49,664
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$175,503
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,008,769$2,020,340▲ $11,571
Investments in Publicly Traded Securities$1,952,297$2,007,498▲ $55,201
Savings and Temporary Cash Investments$13,242$13,263▲ $21
Accounts Receivable$17,500$11,900▼ $5,600
Land, Buildings, and Equipment, Net$3,188$1,910▼ $1,278
Cash and Non-Interest-Bearing Accounts$35,410$1,866▼ $33,544
Prepaid Expenses and Deferred Charges$1,218$1,218→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,055,655$2,070,455▲ $14,800
Other Assets Total$32,800$32,800→ $0
Liabilities
Other Liabilities$37,016$33,115▼ $3,901
Accounts Payable and Accrued Expenses$9,870$17,000▲ $7,130
Total Liabilities$46,886$50,115▲ $3,229
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,008,769$2,020,340▲ $11,571
Total Liabilities and Net Assets / Fund Balance$2,055,655$2,070,455▲ $14,800

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,910$3,631$5,541
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Harold BockChairman
Helen LidgettTrustee
Joe SibaTrustee
Teresa WoodTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$66,738
Investment Income
$53,985
Other Revenue
$0
Change in Net Assets
$-49,664

Audited Revenue Reconciliation

Revenue per Audited Statements
$115,723
Revenue Not Reported on Financial Statements
$5,000
Revenue Not Reported on Form 990
$61,235
Total Revenue per Audited Statements
$176,958
Total Revenue per Form 990
$120,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118,152
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---$52,235
Occupancy---$18,612
Fees for Services Accounting---$8,500
Fees for Services Legal---$5,000
Insurance---$3,217
Office Expenses---$3,109
Other Expenses---$1,901
All Other Expenses---$1,804
Information Technology---$1,500
Depreciation Depletion---$1,278
Conferences and Meetings---$42
Total Functional Expenses$0$0$0$170,387

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$170,387
Expenses per Audited Statements$165,387
Total Expenses per Audited Statements$165,387
Expenses Not Reported on Financial Statements$5,000
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated unpaid claims$26,082
Due to Mid Atlantic Regional Joint Board$7,033
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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 B, line 11B

“The return was emailed to the fund's trustees for their review prior to its filing.”

Form 990, Part VI, Section B, line 12C

“Annually, each Trustee & Administrator shall sign a statement affirming receipt of the conflict of interest policy, the fact that they understand the policy and that they have complied with the policy.”

Form 990, Part VI, Section B, line 15

“The organization does not pay compensation to its top management or to key employees.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Trustees of the Mid Atlantic
EIN
25-1347607
Phone
4106592191
Address
5735 Industry Lane Bldg C No 101, Frederick, MD 21704

Signing Officer

Name
Harold Bock
Title
Chairman
Phone
4106202191
Signed
2017-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harold Bock
Formed
1976
Legal Domicile
Md
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Rogoff & Company Pc
Address
355 LEXINGTON AVENUE 6TH FLOOR, NEW YORK, NY 10017-6603
Preparer
Abdellatif Elmaghrabi
Phone
2125575666
Raw XML Appendix327 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/ExplanationTxt0The return was emailed to the fund's trustees for their review prior to its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually, each Trustee & Administrator shall sign a statement affirming receipt of the conflict of interest policy, the fact that they understand the policy and that they have complied with the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization does not pay compensation to its top management or to key employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt066738
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt053985
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt066738
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0120723
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02055655
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02070455
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05735 Industry Lane Bldg C No 101
IRS990/USAddress/CityNm0Frederick
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021704
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Harold Bock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum04106202191
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trustees of the Mid Atlantic
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Regional Health Fund
ReturnHeader/Filer/BusinessNameControlTxt0MIDA
ReturnHeader/Filer/EIN0251347607
ReturnHeader/Filer/PhoneNum04106592191
ReturnHeader/Filer/USAddress/AddressLine1Txt05735 Industry Lane Bldg C No 101
ReturnHeader/Filer/USAddress/CityNm0Frederick
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021704
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D244D65BEBDE8FEA372D7314011873D6B2A69DFF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.136.113.242
ReturnHeader/FilingSecurityInformation/IPDt02017-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm006:43:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132688836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGOFF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 LEXINGTON AVENUE 6TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100176603
ReturnHeader/PreparerPersonGrp/PhoneNum02125575666
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABDELLATIF ELMAGHRABI
ReturnHeader/ReturnTs02017-11-15T13:06:54-06:00
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
$2,070,455
Liabilities
$50,115
Net assets
$2,020,340
Revenue
$120,723
Expenses
$170,387
Net income
-$49,664
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