Civic Intelligence

Trustees of the MID Atlantic Regional Health Fund

990 • Fiscal year 2021 • EIN 25-1347607

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization ProfileN/A

View Organization Page

5735 Industry Lane Bldg C 101Frederick, MD 21704

(410) 659-2191

Siviq Scores

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

Liabilities / Assets

57th percentile

0.01x

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.03x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

46th percentile

3.7%

Faster asset growth than 46% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

389%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$2,617,703

Up $94,040 (+3.7%) from 2020

Net Assets

Up

$2,592,822

Up $94,711 (+3.8%) from 2020

Liabilities

Down

$24,881

Down $671 (-2.6%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin95th percentile

Revenue

Up

$822,142

Up $653,980 (+389%) from 2020

Expenses

Up

$149,777

Up $22,738 (+18%) from 2020

Net Income

Up

$672,365

Up $631,242 (+1535%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2021

Assets$2,617,703
Liabilities$24,881
Net Assets$2,592,822
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$822,142
Expenses$149,777
Net Income$672,365
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Gross Receipts
$2,770,085
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$2,498,111$2,592,822▲ $94,711
Cash and Non-Interest-Bearing Accounts$1,604$2,579,360▲ $2,577,756
Investments in Publicly Traded Securities$2,498,941$0▼ $2,498,941
Accounts Receivable$7,680$24,165▲ $16,485
Savings and Temporary Cash Investments$13,383$12,389▼ $994
Prepaid Expenses and Deferred Charges$1,466$1,444▼ $22
Land, Buildings, and Equipment, Net$589$345▼ $244
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,523,663$2,617,703▲ $94,040
Liabilities
Other Liabilities$15,352$14,681▼ $671
Accounts Payable and Accrued Expenses$10,200$10,200→ $0
Total Liabilities$25,552$24,881▼ $671
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,498,111$2,592,822▲ $94,711
Total Liabilities and Net Assets / Fund Balance$2,523,663$2,617,703▲ $94,040

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$345$5,196$5,541
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Patrick Jones SrChairperson
Joe SibaTrustee
Patrick Jones JrTrustee
Reggie TabbTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$116,510
Investment Income
$705,632
Other Revenue
$0
Change in Net Assets
$672,365

Audited Revenue Reconciliation

Revenue per Audited Statements
$817,144
Revenue Not Reported on Financial Statements
$5,000
Revenue Not Reported on Form 990
$-577,654
Total Revenue per Audited Statements
$239,490
Total Revenue per Form 990
$822,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,977
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---$48,800
Occupancy---$10,812
Fees for Services Accounting---$10,263
Fees for Services Legal---$7,000
Fees for Service Investment Mgmnt Fees---$5,000
Insurance---$3,908
Office Expenses---$2,384
Other Expenses---$1,500
All Other Expenses---$650
Depreciation Depletion---$244
Total Functional Expenses$0$0$0$149,777

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$149,778
Expenses per Audited Statements$144,778
Total Expenses per Audited Statements$144,778
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$14,528
Due to Mid Atlantic Regional Joint Board$153
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 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
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 101, FREDERICK, MD 21704

Signing Officer

Name
Patrick N Jones Sr
Title
Chairman
Phone
4106202191
Signed
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick N Jones Sr
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 Appendix324 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/AccountsPayableAccrExpnssGrp/EOYAmt010200
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IRS990/AccountsReceivableGrp/EOYAmt024165
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS COVERING ELIGIBLE PARTICIPANTS EMPLOYED UNDER COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS EMPLOYERS.
IRS990/AllOtherExpensesGrp/TotalAmt0650
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05735 INDUSTRY LANE SUITE 101
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IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICK JONES JR
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALLOCATED PAYROLL & REL
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IRS990/PoliticalCampaignActyInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/ExpensesNotReportedAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014528
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED UNPAID CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO MID ATLANTIC REGIONAL JOINT BOARD
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt02617703
IRS990/TotalAssetsGrp/BOYAmt02523663
IRS990/TotalAssetsGrp/EOYAmt02617703
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149777
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt024881
IRS990/TotalLiabilitiesGrp/BOYAmt025552
IRS990/TotalLiabilitiesGrp/EOYAmt024881
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02498111
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02592822
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0116510
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0116510
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0822142
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02523663
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02617703
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/ZIPCd021704
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IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK N JONES SR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04106202191
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUSTEES OF THE MID ATLANTIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REGIONAL HEALTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0MIDA
ReturnHeader/Filer/EIN0251347607
ReturnHeader/Filer/PhoneNum04106592191
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,617,703
Liabilities
$24,881
Net assets
$2,592,822
Revenue
$822,142
Expenses
$149,777
Net income
$672,365
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