Civic Intelligence

The David Edward Company Ltd Voluntary Employee Beneficiary Asso

990 • Fiscal year 2017 • EIN 52-1367707

Jun 01, 2016 to May 31, 2017 • Filed on Mar 19, 2018

Organization ProfileN/A

View Organization Page

1407 Parker RoadBaltimore, MD 21227

(410) 242-2222

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.00x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$172,337

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

97th percentile

142%

Faster asset growth than 97% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

28%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$388,522

Up $228,191 (+142%) from 2016

Net Assets

Up

$388,522

Up $228,191 (+142%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin72nd percentile

Revenue

Up

$1,538,287

Up $333,407 (+28%) from 2016

Expenses

Down

$1,310,096

Down $186,102 (-12%) from 2016

Net Income

Up

$228,191

Up $519,509 (+178%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$600K$400K$200K$0Assets 2010: $178,928Liabilities 2010: $0Net Assets 2010: $178,9282010Assets 2011: $121,675Liabilities 2011: $0Net Assets 2011: $121,6752011Assets 2012: $48,943Liabilities 2012: $0Net Assets 2012: $48,9432012Assets 2013: $110,727Liabilities 2013: $0Net Assets 2013: $110,7272013Assets 2014: $221,695Liabilities 2014: $0Net Assets 2014: $221,6952014Assets 2015: $451,649Liabilities 2015: $0Net Assets 2015: $451,6492015Assets 2016: $160,331Liabilities 2016: $0Net Assets 2016: $160,3312016Assets 2017: $388,522Liabilities 2017: $0Net Assets 2017: $388,5222017Assets 2018: $125,682Liabilities 2018: $0Net Assets 2018: $125,6822018Assets 2019: $14,088Liabilities 2019: $0Net Assets 2019: $14,0882019Assets 2020: $33,838Net Assets 2020: $33,8382020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$388,522
Liabilities$0
Net Assets$388,522
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,169,9832010Expenses 2011: $1,780,2482011Expenses 2012: $1,873,3472012Expenses 2013: $1,344,8832013Revenue 2014: $1,884,047Expenses 2014: $1,773,079Net Income 2014: $110,9682014Revenue 2015: $1,374,335Expenses 2015: $1,144,381Net Income 2015: $229,9542015Revenue 2016: $1,204,880Expenses 2016: $1,496,198Net Income 2016: -$291,3182016Revenue 2017: $1,538,287Expenses 2017: $1,310,096Net Income 2017: $228,1912017Revenue 2018: $944,867Expenses 2018: $1,207,707Net Income 2018: -$262,8402018Revenue 2019: $212,551Expenses 2019: $324,145Net Income 2019: -$111,5942019Revenue 2020: $57,559Expenses 2020: $37,809Net Income 2020: $19,7502020Revenue 2021: $18,1222021

Highlighted filing

2017

Revenue$1,538,287
Expenses$1,310,096
Net Income$228,191
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Mar 19, 2018
Return Version
2016v3.1
Gross Receipts
$1,538,287
Mission and Program Overview

Mission

Administration of health and life benefits.

Administration of health and life benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$160,331$388,522▲ $228,191
Rtn Earn Endowment Incm Other Fnds$160,331$388,522▲ $228,191
Total Assets$160,331$388,522▲ $228,191
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$160,331$388,522▲ $228,191
Total Liabilities and Net Assets / Fund Balance$160,331$388,522▲ $228,191
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
David E PittsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,538,287
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$228,191

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,538,287
Total Revenue per Audited Statements
$1,538,287
Total Revenue per Form 990
$1,538,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$224,554
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$1,085,542--$1,085,542
Other Expenses$5,427--$5,427
Total Functional Expenses$1,310,096$0$0$1,310,096

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,310,096
Total Expenses per Audited Statements$1,310,096
Total Expenses per Form 990$1,310,096
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
The David Edward Company LtdPlan Sponser/emThe Plan SponsorNo$1,166,496
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8A

“The governing body did not hold any meetings during fiscal year 2016-2017”

Form 990, Page 6, Part VI, Line 8B

“There are no active committees with authority to act on behalf of the governing body.”

Form 990, Page 6, Part VI, Line 11B

“The sole trustee will review the 990 prior to filing.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents and financial information available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The David Edward Company Ltd
EIN
52-1367707
Phone
4102422222
Address
1407 PARKER ROAD, BALTIMORE, MD 21227

Signing Officer

Name
David E Pitts
Title
Trustee
Phone
4102422222
Signed
2018-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David E Pitts
Formed
1983
Legal Domicile
Md
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Bertz Hess & Co Llp
Address
36 EAST KING ST, LANCASTER, PA 17602
Preparer
Thomas a Wobber CPA
Phone
7173930767
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Management has evaluated the plan's tax returns for material uncertain tax positions that would require recognition under asc 740-10. Federal tax returns of the plan are open for examination by authorities for three years from the due date of the returns.”

Raw XML Appendix280 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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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE WAGES FOR DAVID PITTS FROM THE DAVID EDWARD COMPANY (A RELATED ENTITY) IS DETERMINED BY THE BOARD OF THE DAVID EDWARD COMPANY.
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt01166496
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE PLAN SPONSOR
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (B)RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: PLAN SPONSER / EMPLOYER (D)DESCRIPTION OF TRANSACTION: THE PLAN SPONSOR CONTRIBUTES AMOUNTS TO THE TRUST TO ENABLE THE THIRD PARTY ADMINISTRATOR TO PAY PREMIUMS AND EMPLOYEE BENEFITS. THE PLAN SPONSOR PAYS ADMINISTRATIVE EXPENSES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY DID NOT HOLD ANY MEETINGS DURING FISCAL YEAR 2016-2017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO ACTIVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOLE TRUSTEE WILL REVIEW THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReasonableCauseExplanation/ExplanationTxt0REASONABLE CAUSE FOR LATE FILING THE ORGANIZATION RESPECTFULLY REQUESTS THAT ANY PENALTIES FOR LATE FILING OF FORM 990 BE WAIVED FOR REASONABLE CAUSE. THE ORGANIZATION'S FORM 5500 WAS FILED, HOWEVER, THE FORM 990 WAS NOT FILED AT THAT TIME DUE TO AN ADMINISTRATIVE OVERSIGHT. THE EXTENSION WAS FILED FOR FORM 5500 BUT NOT FOR THE 990. AS SOON AS THE OVERSIGHT WAS DISCOVERED, THE ORGANIZATION TOOK ACTION TO RESOLVE THE FORM 990 COMPLIANCE REQUIREMENT. THE ORGANIZATION HAS FILED TIMELY FORMS 990 FOR THE PREVIOUS FILING PERIODS. THE OVERSIGHT WAS UNINTENTIONAL AND WAS NOT INTENDED TO DEFRAUD THE GOVERNMENT. THE 990 IS BEING FILED BY THE EXTENDED DUE DATE HAD AN EXTENSION BEEN FILED. BASED ON THE ABOVE INFORMATION, IRC SECTION 6652 (C) (4) AND REGULATION 301.6652-2(F), THE ORGANIZATION RESPECTFULLY REQUESTS THAT ANY PENALTY FOR LATE FILING DUE UNDER IRC SEC 6652 (C) (1) (A) AND 6652 (C) (3) BE WAIVED FOR REASONABLE CAUSE. THE ORGANIZATION ALSO QUALIFIES FOR THE FIRST-TIME PENALTY ABATEMENT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02DB098F5B5197C3CBB79D2F12CCBA4E4D2B38AD8
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231709427
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERTZ HESS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 EAST KING ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017602
ReturnHeader/PreparerPersonGrp/PhoneNum07173930767
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A WOBBER CPA
ReturnHeader/ReturnTs02018-03-26T16:08:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$388,522
Liabilities
$0
Net assets
$388,522
Revenue
$1,538,287
Expenses
$1,310,096
Net income
$228,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.06$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.21$0.32$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.94$1.21$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.54$1.31$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.20$1.50$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.37$1.14$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.88$1.77$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$1.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$1.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$1.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$2.17