Civic Intelligence

Tate Company Employee Benefit Trust

EIN 52-1271262 • 501(c)9 • Glen Burnie, MD

View Organization Page

Profile

Participant Health & Welfare Benefits

7401 Ritchie HighwayGlen Burnie, MD 21061

n/A

Siviq Scores

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

Liabilities / Assets

85th percentile

0.29x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.26x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

22nd percentile

-29%

Higher net margin than 22% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

501(c)9 • $500k-$1M nonprofits • Source year 2024

Asset Growth

34th percentile

-11%

Faster asset growth than 34% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

3.7%

Faster revenue growth than 56% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$708,985

Down $86,398 (-11%) from 2023

Liabilities

Up

$202,976

Up $142,128 (+234%) from 2023

Net Assets

Down

$506,009

Down $228,526 (-31%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin22nd percentile

Revenue

Up

$789,751

Up $28,497 (+3.7%) from 2023

Expenses

Up

$1,018,277

Up $285,991 (+39%) from 2023

Net Income

Down

-$228,526

Down $257,494 (-889%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $45,932Liabilities 2011: $161,500Net Assets 2011: -$115,5682011Assets 2012: $98,161Liabilities 2012: $43,000Net Assets 2012: $55,1612012Assets 2013: $239,030Liabilities 2013: $67,000Net Assets 2013: $172,0302013Assets 2014: $534,571Liabilities 2014: $23,000Net Assets 2014: $511,5712014Assets 2015: $883,280Liabilities 2015: $53,000Net Assets 2015: $830,2802015Assets 2016: $1,219,801Liabilities 2016: $26,659Net Assets 2016: $1,193,1422016Assets 2017: $1,363,189Liabilities 2017: $30,324Net Assets 2017: $1,332,8652017Assets 2018: $1,574,955Liabilities 2018: $44,197Net Assets 2018: $1,530,7582018Assets 2019: $1,026,563Liabilities 2019: $44,197Net Assets 2019: $982,3662019Assets 2020: $692,222Liabilities 2020: $81,226Net Assets 2020: $610,9962020Assets 2021: $312,309Liabilities 2021: $24,808Net Assets 2021: $287,5012021Assets 2022: $815,550Liabilities 2022: $109,983Net Assets 2022: $705,5672022Assets 2023: $795,383Liabilities 2023: $60,848Net Assets 2023: $734,5352023Assets 2024: $708,985Liabilities 2024: $202,976Net Assets 2024: $506,0092024

Highlighted filing

2024

Assets$708,985
Liabilities$202,976
Net Assets$506,009
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $749,270Expenses 2011: $837,705Net Income 2011: -$88,4352011Revenue 2012: $841,107Expenses 2012: $670,378Net Income 2012: $170,7292012Revenue 2013: $887,068Expenses 2013: $769,703Net Income 2013: $117,3652013Revenue 2014: $871,776Expenses 2014: $532,235Net Income 2014: $339,5412014Revenue 2015: $911,052Expenses 2015: $592,343Net Income 2015: $318,7092015Revenue 2016: $853,130Expenses 2016: $490,267Net Income 2016: $362,8632016Revenue 2017: $808,192Expenses 2017: $668,469Net Income 2017: $139,7232017Revenue 2018: $860,548Expenses 2018: $662,655Net Income 2018: $197,8932018Revenue 2019: $308,879Expenses 2019: $857,271Net Income 2019: -$548,3922019Revenue 2020: $256,165Expenses 2020: $603,431Net Income 2020: -$347,2662020Revenue 2021: $499,174Expenses 2021: $866,162Net Income 2021: -$366,9882021Revenue 2022: $908,400Expenses 2022: $510,516Net Income 2022: $397,8842022Revenue 2023: $761,254Expenses 2023: $732,286Net Income 2023: $28,9682023Revenue 2024: $789,751Expenses 2024: $1,018,277Net Income 2024: -$228,5262024

Highlighted filing

2024

Revenue$789,751
Expenses$1,018,277
Net Income-$228,526
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$708,985
Liabilities
$202,976
Net assets
$506,009
Revenue
$789,751
Expenses
$1,018,277
Net income
-$228,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.20$0.51$0.79$1.02$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.06$0.73$0.76$0.73$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.11$0.71$0.91$0.51$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.02$0.29$0.50$0.87$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.08$0.61$0.26$0.60$0.35
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.04$0.98$0.31$0.86$0.55
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.04$1.53$0.86$0.66$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.36$0.03$1.33$0.81$0.67$0.14
2016Summary only. Only limited summary data is available for this year.$1.22$0.03$1.19$0.85$0.49$0.36
2015Summary only. Only limited summary data is available for this year.$0.88$0.05$0.83$0.91$0.59$0.32
2014Summary only. Only limited summary data is available for this year.$0.53$0.02$0.51$0.87$0.53$0.34
2013Summary only. Only limited summary data is available for this year.$0.24$0.07$0.17$0.89$0.77$0.12
2012Summary only. Only limited summary data is available for this year.$0.10$0.04$0.06$0.84$0.67$0.17
2011Summary only. Only limited summary data is available for this year.$0.05$0.16$0.12$0.75$0.84$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 11, 2025
Return Version
2023v6.0
Gross Receipts
$789,751
Mission and Program Overview

Mission

Participant Health & Welfare Benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$690,156$653,113▼ $37,043
Accounts Receivable$105,227$55,872▼ $49,355
Total Assets$795,383$708,985▼ $86,398
Liabilities
Accounts Payable and Accrued Expenses$60,848$202,976▲ $142,128
Total Liabilities$60,848$202,976▲ $142,128
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$734,535$506,009▼ $228,526
Total Net Assets Fund Balance$734,535$506,009▼ $228,526
Total Liabilities and Net Assets / Fund Balance$795,383$708,985▼ $86,398
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Amy TateTrustee
Creston G TateTrustee
Patrick PhelpsController
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$789,751
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-228,526

Audited Revenue Reconciliation

Revenue per Audited Statements
$789,751
Total Revenue per Audited Statements
$789,751
Total Revenue per Form 990
$789,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,100
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$1,001,177--$1,001,177
Other Expenses$0$17,100$0$17,100
Total Functional Expenses$1,001,177$17,100$0$1,018,277

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,018,277
Total Expenses per Audited Statements$1,018,277
Total Expenses per Form 990$1,018,277
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
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Tate Company Employee Benefit Trust
EIN
52-1271262
Phone
4108635440
Address
7401 Ritchie Highway, Glen Burnie, MD 21061

Signing Officer

Name
Amy B Tate
Title
Trustee
Phone
4108635440
Signed
2025-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Creston G Tate
Formed
1982
Legal Domicile
Md
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Clark & Anderson PA
Address
7678 Quarterfield Road Suite 101, Glen Burnie, MD 21061
Preparer
Michael W Maultsby CPA
Phone
4107665400
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“One of the Trustees is the Owner of the Dealerships for which the Plan exists.”

Pt VI, Line 3

“The Company delegated Management of the Plan to the Dealerships Controller.”

Pt VI, Line 8A

“The two Trustees did not document meetings.”

Pt VI, Line 8B

“Not Applicable”

Pt VI, Line 11B

“The Controller and the Trustees sit down and review the Form 990.”

Pt VI, Line 15A

“The Plan does not compensate the Trustees or Controller, the Dealerships cover this.”

Pt VI, Line 15B

“The Plan does not compensate the Officers or Employees, the Dealerships cover this.”

Pt VI, Line 19

“Documents are available upon request.”

Raw XML Appendix262 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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