Civic Intelligence

Burgess & Niple Employee Benefit Trust

EIN 31-1040732 • 501(c)9 • Columbus, OH

Profile

To provide medical, dental, prescription drugs, disability and lifeinsurance to employees of burgess & niple, inc.

330 Rush Alley 700Columbus, OH 43215-3932

www.burgessniple.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

24th percentile

-5.9%

Higher net margin than 24% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

17th percentile

-20%

Faster asset growth than 17% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

24%

Faster revenue growth than 79% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,342,353

Down $811,065 (-38%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$1,342,353

Down $811,065 (-38%) from 2022

Operations
Liabilities / Revenue38th percentileNet Margin24th percentile

Revenue

Up

$7,226,012

Up $2,525,561 (+54%) from 2022

Expenses

Up

$7,651,687

Up $2,376,353 (+45%) from 2022

Net Income

Up

-$425,675

Up $149,208 (+26%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,241,676Liabilities 2010: $0Net Assets 2010: $1,241,6762010Assets 2011: $1,083,734Liabilities 2011: $0Net Assets 2011: $1,083,7342011Assets 2012: $997,168Liabilities 2012: $0Net Assets 2012: $997,1682012Assets 2013: $1,251,432Liabilities 2013: $0Net Assets 2013: $1,251,4322013Assets 2014: $1,564,815Liabilities 2014: $0Net Assets 2014: $1,564,8152014Assets 2015: $1,783,006Liabilities 2015: $0Net Assets 2015: $1,783,0062015Assets 2016: $1,699,532Liabilities 2016: $0Net Assets 2016: $1,699,5322016Assets 2017: $1,923,895Liabilities 2017: $0Net Assets 2017: $1,923,8952017Assets 2018: $1,876,569Liabilities 2018: $0Net Assets 2018: $1,876,5692018Assets 2020: $2,490,585Liabilities 2020: $0Net Assets 2020: $2,490,5852020Assets 2021: $2,728,301Liabilities 2021: $0Net Assets 2021: $2,728,3012021Assets 2022: $2,153,418Liabilities 2022: $0Net Assets 2022: $2,153,4182022Assets 2024: $1,342,353Liabilities 2024: $0Net Assets 2024: $1,342,3532024

Highlighted filing

2024

Assets$1,342,353
Liabilities$0
Net Assets$1,342,353
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $4,890,4932010Expenses 2011: $3,800,5592011Expenses 2012: $3,315,1172012Revenue 2013: $4,143,653Expenses 2013: $3,889,389Net Income 2013: $254,2642013Revenue 2014: $4,268,947Expenses 2014: $3,955,564Net Income 2014: $313,3832014Revenue 2015: $4,039,953Expenses 2015: $3,821,762Net Income 2015: $218,1912015Revenue 2016: $3,901,789Expenses 2016: $3,985,212Net Income 2016: -$83,4232016Revenue 2017: $3,767,958Expenses 2017: $3,543,595Net Income 2017: $224,3632017Revenue 2018: $3,914,247Expenses 2018: $3,961,573Net Income 2018: -$47,3262018Revenue 2020: $4,573,976Expenses 2020: $3,961,826Net Income 2020: $612,1502020Revenue 2021: $5,024,010Expenses 2021: $4,915,087Net Income 2021: $108,9232021Revenue 2022: $4,700,451Expenses 2022: $5,275,334Net Income 2022: -$574,8832022Revenue 2024: $7,226,012Expenses 2024: $7,651,687Net Income 2024: -$425,6752024

Highlighted filing

2024

Revenue$7,226,012
Expenses$7,651,687
Net Income-$425,675
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,342,353
Liabilities
$0
Net assets
$1,342,353
Revenue
$7,226,012
Expenses
$7,651,687
Net income
-$425,675
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$7.23$7.65$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$4.70$5.28$0.57
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.00$2.73$5.02$4.92$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$4.57$3.96$0.61
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$3.91$3.96$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$3.77$3.54$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$3.90$3.99$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$4.04$3.82$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$4.27$3.96$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$4.14$3.89$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$3.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$3.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$4.89
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$4,700,451
Mission and Program Overview

Mission

To provide medical, dental, prescription drugs, disability and lifeinsurance to employees of burgess & niple, inc.

To provide medical, dental, prescription drugs, disability and life insurance to employees of burgess & niple, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,728,301$2,153,418▼ $574,883
Savings and Temporary Cash Investments$2,220,137$1,721,001▼ $499,136
Cash and Non-Interest-Bearing Accounts$440,134$364,387▼ $75,747
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,728,301$2,153,418▼ $574,883
Other Assets Total$68,030$68,030→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,728,301$2,153,418▼ $574,883
Total Liabilities and Net Assets / Fund Balance$2,728,301$2,153,418▼ $574,883
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Ken SponaugleExecutive Vice President
Benjamin NyeDirector, Accounting
Michelle JenksDirector, Human Resources

Highest Paid Contractors

ContractorServicesLocationCompensation
Aetna Life Insurance Co3rd Party Administrator7400 WEST CAMPUS BLVD, New Albany, OH 43054$218,087
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,031,218
Investment Income
$-330,767
Other Revenue
$0
Change in Net Assets
$-574,883

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,700,451
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,700,451
Total Revenue per Form 990
$4,700,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,866
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---$5,232,468
Fees for Services Accounting---$12,650
Other Expenses---$555
Total Functional Expenses$0$0$0$5,275,334

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,275,334
Total Expenses per Audited Statements$5,275,334
Total Expenses per Form 990$5,275,334
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“Officers of this organization have a business relationship with each other as they are all officers of the plan sponsor.”

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

“The 990 is reviewed by the director of the accounting division of burgess and niple, inc., a related party.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public. Participants of the plan may request documents from the director of human resources.”

Filing and Contact Details

Filer

Filer Name
Burgess & Niple Employee Benefit Trust
EIN
31-1040732
Phone
6144597272
Address
330 RUSH ALLEY 700, COLUMBUS, OH 43215-3932

Signing Officer

Name
Benjamin Nye
Title
Trustee
Phone
6144597272
Signed
2023-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benjamin Nye
Formed
1982
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Gbq Partners LLC
Address
230 WEST STREET, COLUMBUS, OH 43215
Preparer
Tawny Flareau
Phone
6142211120
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No changes from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The plan, established to hold the plan's net assets, is qualified pursuant to section 501(c)9 of the internal revenue code, and accordingly, the plan's net investment income is exempt from income taxes. The sponsor has obtained a favorable tax exemption letter from the internal revenue service dated september 16, 1989 stating that the plan is tax-exempt under the provisions of section 501(c)9 of the internal revenue code and the sponsor believes that the plan, as amended, continues to qualify and to operate as designed. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken uncertain tax positions that more likely than not would not be sustained upon examination by applicable taxing authorities. The plan administrator has analyzed tax positions taken by the plan and has concluded that, as of december 31, 2022, there are no uncertain tax positions taken, or expected to be taken, that would require recognition of a liability or that would require disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions. However, currently no audits for any tax periods are in progress.”

Raw XML Appendix319 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE MEDICAL, DENTAL, PRESCRIPTION DRUGS, DISABILITY AND LIFE INSURANCE TO EMPLOYEES OF BURGESS & NIPLE, INC.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt05232468
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BENJAMIN NYE
IRS990/BooksInCareOfDetail/PhoneNum06144597272
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0330 RUSH ALLEY SUITE 700
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043215
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt02728301
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt02153418
IRS990/CashNonInterestBearingGrp/BOYAmt0440134
IRS990/CashNonInterestBearingGrp/EOYAmt0364387
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0218087
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07400 WEST CAMPUS BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEW ALBANY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd043054
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0AETNA LIFE INSURANCE CO
IRS990/ContractorCompensationGrp/ServicesDesc03RD PARTY ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt05232468
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-330767
IRS990/CYOtherExpensesAmt042866
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05031218
IRS990/CYRevenuesLessExpensesAmt0-574883
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05275334
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04700451
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE MEDICAL, DENTAL, PRESCRIPTION DRUGS, DISABILITY AND LIFEINSURANCE TO PARTICIPATING EMPLOYEES AND DEPENDENTS, SERVINGAPPROXIMATELY 400 INDIVIDUALS AND FAMILIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt012650
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0BENJAMIN NYE
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHELLE JENKS
IRS990/Form990PartVIISectionAGrp/PersonNm2KEN SPONAUGLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR, ACCOUNTING
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR, HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04700451
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt0-330767
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt0-330767
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAL, DENTAL, PRESCRIPTION DRUGS, DISABILITY AND LIFEINSURANCE TO EMPLOYEES OF BURGESS & NIPLE, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02728301
IRS990/NetAssetsOrFundBalancesEOYAmt02153418
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt068030
IRS990/OtherAssetsTotalGrp/EOYAmt068030
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/TotalAmt029661
IRS990/OtherExpensesGrp/TotalAmt1555
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BENJAMIN NYE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03932739
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11072231
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt226248
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03932739
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11072231
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt226248
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04891690
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt045191
IRS990/PYOtherExpensesAmt023397
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04978819
IRS990/PYRevenuesLessExpensesAmt0108923
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04915087
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05024010
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-574883
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02220137
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01721001
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05275334
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04700451
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN, ESTABLISHED TO HOLD THE PLAN'S NET ASSETS, IS QUALIFIED PURSUANT TO SECTION 501(C)9 OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE PLAN'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE SPONSOR HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED SEPTEMBER 16, 1989 STATING THAT THE PLAN IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE INTERNAL REVENUE CODE AND THE SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR THAT WOULD REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, CURRENTLY NO AUDITS FOR ANY TAX PERIODS ARE IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05275334
IRS990ScheduleD/TotalRevenuePerForm990Amt04700451
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04700451
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05275334
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS OF THIS ORGANIZATION HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER AS THEY ARE ALL OFFICERS OF THE PLAN SPONSOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE DIRECTOR OF THE ACCOUNTING DIVISION OF BURGESS AND NIPLE, INC., A RELATED PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC. PARTICIPANTS OF THE PLAN MAY REQUEST DOCUMENTS FROM THE DIRECTOR OF HUMAN RESOURCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGES FROM PRIOR YEAR.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ENGINEERING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BURGESS & NIPLE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0330 RUSH ALY STE 700
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0COLUMBUS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd043215
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03932739
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BURGESS & NIPLE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02728301
IRS990/TotalAssetsEOYAmt02153418
IRS990/TotalAssetsGrp/BOYAmt02728301
IRS990/TotalAssetsGrp/EOYAmt02153418
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05275334
IRS990/TotalGrossUBIAmt0-330767
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02728301
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02153418
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05031218
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05031218
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04700451
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-330767
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02728301
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02153418
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0330 RUSH ALLEY 700
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0432153932
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.BURGESSNIPLE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BENJAMIN NYE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06144597272
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURGESS & NIPLE EMPLOYEE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BURG
ReturnHeader/Filer/EIN0311040732
ReturnHeader/Filer/PhoneNum06144597272
ReturnHeader/Filer/USAddress/AddressLine1Txt0330 RUSH ALLEY 700
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0432153932
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202122306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GBQ PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 WEST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043215
ReturnHeader/PreparerPersonGrp/PhoneNum06142211120
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAWNY FLAREAU
ReturnHeader/ReturnTs02023-11-13T08:11:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BENJAMIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NYE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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