Civic Intelligence

Newfields Companies LLC Voluntary Employee Benefit Assoc Trust

990 • Fiscal year 2018 • EIN 27-4182894

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileN/A
1349 W Peachtree St No 1950Atlanta, GA 30309

(404) 347-9050

Siviq Scores

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

Liabilities / Assets

79th percentile

0.25x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.17x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

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

Top Officer Pay

98th percentile

$764,338

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 42.8% of source-year revenue.

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

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

45th percentile

1.9%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$1,238,422

Up $162,126 (+15%) from 2017

Net Assets

Up

$932,960

Up $215,719 (+30%) from 2017

Liabilities

Down

$305,462

Down $53,593 (-15%) from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin68th percentile

Revenue

Up

$1,785,742

Up $32,859 (+1.9%) from 2017

Expenses

Up

$1,570,023

Up $149,194 (+11%) from 2017

Net Income

Down

$215,719

Down $116,335 (-35%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2013: $588,888Liabilities 2013: $362,821Net Assets 2013: $226,0672013Assets 2014: $252,334Liabilities 2014: $306,937Net Assets 2014: -$54,6032014Assets 2015: $464,272Liabilities 2015: $226,051Net Assets 2015: $238,2212015Assets 2016: $889,814Liabilities 2016: $504,627Net Assets 2016: $385,1872016Assets 2017: $1,076,296Liabilities 2017: $359,055Net Assets 2017: $717,2412017Assets 2018: $1,238,422Liabilities 2018: $305,462Net Assets 2018: $932,9602018Assets 2019: $1,552,022Liabilities 2019: $457,492Net Assets 2019: $1,094,5302019Assets 2020: $2,401,672Liabilities 2020: $603,075Net Assets 2020: $1,798,5972020Assets 2021: $881,943Liabilities 2021: $690,959Net Assets 2021: $190,9842021Assets 2022: $522,377Liabilities 2022: $572,430Net Assets 2022: -$50,0532022Assets 2023: $731,886Liabilities 2023: $524,600Net Assets 2023: $207,2862023Assets 2024: $242,493Liabilities 2024: $788,471Net Assets 2024: -$545,9782024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2018

Assets$1,238,422
Liabilities$305,462
Net Assets$932,960
Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $1,442,351Expenses 2013: $1,372,027Net Income 2013: $70,3242013Revenue 2014: $1,517,940Expenses 2014: $1,798,610Net Income 2014: -$280,6702014Revenue 2015: $1,530,207Expenses 2015: $1,237,383Net Income 2015: $292,8242015Revenue 2016: $1,685,975Expenses 2016: $1,539,009Net Income 2016: $146,9662016Revenue 2017: $1,752,883Expenses 2017: $1,420,829Net Income 2017: $332,0542017Revenue 2018: $1,785,742Expenses 2018: $1,570,023Net Income 2018: $215,7192018Revenue 2019: $1,972,221Expenses 2019: $1,810,651Net Income 2019: $161,5702019Revenue 2020: $2,999,217Expenses 2020: $2,295,150Net Income 2020: $704,0672020Revenue 2021: $2,842,490Expenses 2021: $4,450,103Net Income 2021: -$1,607,6132021Revenue 2022: $2,723,262Expenses 2022: $2,964,299Net Income 2022: -$241,0372022Revenue 2023: $2,472,565Expenses 2023: $2,215,226Net Income 2023: $257,3392023Revenue 2024: $2,736,410Expenses 2024: $3,489,674Net Income 2024: -$753,2642024Revenue 2025: $0Expenses 2025: $0Net Income 2025: $02025

Highlighted filing

2018

Revenue$1,785,742
Expenses$1,570,023
Net Income$215,719
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$1,785,742
Mission and Program Overview

Mission

A voluntary employees' beneficiary association organized to pay life, sick, accident, and similar benefits to members, their dependents, or designated beneficiaries.

A voluntary employees' beneficiary association organized to pay life, sick, accident, and similar benefits to members or their dependents or designated beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$969,407-
Rtn Earn Endowment Incm Other Fnds$717,241$932,960▲ $215,719
Cash and Non-Interest-Bearing Accounts$1,010,714$202,394▼ $808,320
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,076,296$1,238,422▲ $162,126
Other Assets Total$65,582$66,621▲ $1,039
Liabilities
Other Liabilities$359,055$305,462▼ $53,593
Total Liabilities$359,055$305,462▼ $53,593
Net Assets / Fund Balance
Total Net Assets Fund Balance$717,241$932,960▲ $215,719
Total Liabilities and Net Assets / Fund Balance$1,076,296$1,238,422▲ $162,126

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$20,548--
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Ginger L HicksTrustee
William L HallTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,785,560
Investment Income
$182
Other Revenue
$0
Change in Net Assets
$215,719

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,785,742
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,785,742
Total Revenue per Form 990
$1,785,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$43,764
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$1,526,259--$1,526,259
Fees for Services Other-$94,755-$94,755
Other Expenses$-41,034--$-41,034
Total Functional Expenses$1,475,268$94,755$0$1,570,023

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,570,023
Total Expenses per Audited Statements$1,570,023
Total Expenses per Form 990$1,570,023
Expenses Not Reported on Financial Statements$0
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
Health Benefit Claims Payable$192,156
Post-retirement Benefit Obligations$113,306
Governance and Compliance

Governance Checklist

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

“The 990 is reviewed in its entirety for its accuracy and completeness before filing by the governing body, which consists of the two trustees, william l. Hall and ginger hicks.”

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

“The president of the board of directors monitors discussion and board action during all meetings regarding conflict of interest issues if any.”

Form 990, Part VI, Section C, line 19

“Documents are disclosed upon request.”

Filing and Contact Details

Filer

Filer Name
NewFields Companies LLC
EIN
27-4182894
Phone
4043479050
Address
1349 W Peachtree St No 1950, Atlanta, GA 30309

Signing Officer

Name
William L Hall
Title
Co-Trustee
Phone
4043479050
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William L Hall
Formed
2011
Legal Domicile
Ga
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Mersereau Lazenby & Rockas LLC
Address
3469-B Lawrenceville-Suwanee Rd, Suwanee, GA 30024
Preparer
Laura E Rockas
Phone
7706146800
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liablility (or asset) if the organization has taken an uncertain position that more likely than not would be sustained upon examination by a federal or state tax jurisdiction. The plan administrator believes that as of december 31, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

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.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum04043479050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01349 W Peachtree St 1950
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABLILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY A FEDERAL OR STATE TAX JURISDICTION. THE PLAN ADMINISTRATOR BELIEVES THAT AS OF DECEMBER 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0William L Hall
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Ginger L Hicks
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED IN ITS ENTIRETY FOR ITS ACCURACY AND COMPLETENESS BEFORE FILING BY THE GOVERNING BODY, WHICH CONSISTS OF THE TWO TRUSTEES, WILLIAM L. HALL AND GINGER HICKS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OF THE BOARD OF DIRECTORS MONITORS DISCUSSION AND BOARD ACTION DURING ALL MEETINGS REGARDING CONFLICT OF INTEREST ISSUES IF ANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE DISCLOSED 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 C, line 19
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IRS990/TaxablePartyNotificationInd00
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IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094755
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01475268
IRS990/TotalFunctionalExpensesGrp/TotalAmt01570023
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IRS990/UnrelatedBusIncmOverLimitInd00
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ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William L Hall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04043479050
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NewFields Companies LLC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Voluntary Employee Benefit Assoc Trust
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.91.141.189
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:21:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582115374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mersereau Lazenby & Rockas LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03469-B Lawrenceville-Suwanee Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Suwanee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
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ReturnHeader/PreparerPersonGrp/PhoneNum07706146800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA E ROCKAS
ReturnHeader/ReturnTs02019-11-14T08:21:47-06:00
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
$1,238,422
Liabilities
$305,462
Net assets
$932,960
Revenue
$1,785,742
Expenses
$1,570,023
Net income
$215,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.79$0.55$2.74$3.49$0.75
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.52$0.21$2.47$2.22$0.26
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.57$0.05$2.72$2.96$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.69$0.19$2.84$4.45$1.61
2020Detailed filing. Detailed filing data is available for this year.$2.40$0.60$1.80$3.00$2.30$0.70
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.46$1.09$1.97$1.81$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.31$0.93$1.79$1.57$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.36$0.72$1.75$1.42$0.33
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.50$0.39$1.69$1.54$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.23$0.24$1.53$1.24$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.31$0.05$1.52$1.80$0.28
2013Detailed filing. Detailed filing data is available for this year.$0.59$0.36$0.23$1.44$1.37$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)9 • $1M-$5M nonprofits