Civic Intelligence

Graul'S Benefits Trust

990 • Fiscal year 2021 • EIN 52-1645447

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

Organization ProfileN/A

View Organization Page

7713 Bellona AvenueRuxton, MD 21204

(410) 823-6077

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

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

Liabilities / Revenue

45th percentile

0.00x

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

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

Net Margin

40th percentile

0.1%

Higher net margin than 40% 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

41st percentile

2.4%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$94,107

Up $2,170 (+2.4%) from 2020

Net Assets

Up

$94,107

Up $2,170 (+2.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin40th percentile

Revenue

Up

$2,084,239

Up $232,424 (+13%) from 2020

Expenses

Up

$2,082,069

Up $93,833 (+4.7%) from 2020

Net Income

Up

$2,170

Up $138,591 (+102%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$800K$600K$400K$200K$0Assets 2010: $236,155Liabilities 2010: $236,155Net Assets 2010: $02010Assets 2011: $453,975Liabilities 2011: $453,975Net Assets 2011: $02011Assets 2012: $600,093Liabilities 2012: $600,093Net Assets 2012: $02012Assets 2013: $578,270Liabilities 2013: $578,270Net Assets 2013: $02013Assets 2014: $179,632Liabilities 2014: $179,632Net Assets 2014: $02014Assets 2015: $98,608Liabilities 2015: $0Net Assets 2015: $98,6082015Assets 2016: $105,366Liabilities 2016: $0Net Assets 2016: $105,3662016Assets 2017: $211,603Liabilities 2017: $0Net Assets 2017: $211,6032017Assets 2018: $47,167Liabilities 2018: $0Net Assets 2018: $47,1672018Assets 2019: $228,358Liabilities 2019: $0Net Assets 2019: $228,3582019Assets 2020: $91,937Liabilities 2020: $0Net Assets 2020: $91,9372020Assets 2021: $94,107Liabilities 2021: $0Net Assets 2021: $94,1072021Assets 2022: $79,823Liabilities 2022: $0Net Assets 2022: $79,8232022Assets 2023: $223,484Liabilities 2023: $0Net Assets 2023: $223,4842023Assets 2024: $90,467Liabilities 2024: $0Net Assets 2024: $90,4672024Assets 2025: $86,060Liabilities 2025: $0Net Assets 2025: $86,0602025

Highlighted filing

2021

Assets$94,107
Liabilities$0
Net Assets$94,107
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,412,1792010Revenue 2011: $1,493,841Expenses 2011: $1,493,841Net Income 2011: $02011Revenue 2012: $1,962,753Expenses 2012: $1,962,753Net Income 2012: $02012Expenses 2013: $1,968,2392013Revenue 2014: $1,964,688Expenses 2014: $1,964,688Net Income 2014: $02014Revenue 2015: $1,911,302Expenses 2015: $1,812,694Net Income 2015: $98,6082015Revenue 2016: $1,859,242Expenses 2016: $1,852,485Net Income 2016: $6,7572016Revenue 2017: $1,949,615Expenses 2017: $1,843,378Net Income 2017: $106,2372017Revenue 2018: $1,692,288Expenses 2018: $1,856,723Net Income 2018: -$164,4352018Revenue 2019: $2,193,276Expenses 2019: $2,012,085Net Income 2019: $181,1912019Revenue 2020: $1,851,815Expenses 2020: $1,988,236Net Income 2020: -$136,4212020Revenue 2021: $2,084,239Expenses 2021: $2,082,069Net Income 2021: $2,1702021Revenue 2022: $2,042,549Expenses 2022: $2,056,833Net Income 2022: -$14,2842022Revenue 2023: $2,010,316Expenses 2023: $1,866,655Net Income 2023: $143,6612023Revenue 2024: $1,161,845Expenses 2024: $1,294,862Net Income 2024: -$133,0172024Revenue 2025: $1,565,553Expenses 2025: $1,569,960Net Income 2025: -$4,4072025

Highlighted filing

2021

Revenue$2,084,239
Expenses$2,082,069
Net Income$2,170
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$2,084,239
Mission and Program Overview

Mission

Employee health and welfare benefit plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$91,937$94,107▲ $2,170
Cash and Non-Interest-Bearing Accounts$66,480$63,795▼ $2,685
Accounts Receivable$25,457$24,062▼ $1,395
Prepaid Expenses and Deferred Charges-$6,250-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$91,937$94,107▲ $2,170
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$91,937$94,107▲ $2,170
Total Liabilities and Net Assets / Fund Balance$91,937$94,107▲ $2,170
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Dennis GraulTrustee/pt Time
Harold GraulTrustee/pt Time
Kate PoffenbergerTrustee/pt Time
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,084,228
Investment Income
$11
Other Revenue
$0
Change in Net Assets
$2,170

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,084,239
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,084,239
Total Revenue per Form 990
$2,084,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,065,919
Other Expenses$16,150
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Employee Benefits$2,065,919--$2,065,919
Fees for Services Accounting$16,000--$16,000
Fees for Services Other$150--$150
Total Functional Expenses$2,082,069$0$0$2,082,069

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,082,069
Total Expenses per Audited Statements$2,082,069
Total Expenses per Form 990$2,082,069
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
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
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

“Line 2 - certain officers and employees of one of the employers are administrators of the plan acting as fiduciaries and as trustees and are also participants in the plan.”

Form 990, Part VI, Section A, Line 8A

“Line 8a - not applicable since there is no board or administrative committee.”

Form 990, Part VI, Section A, Line 8B

“Line 8b - not applicable since there is no board or administrative committee.”

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

“Line 11a - the trustees review the form 990 before the return is filed.”

Form 990, Part VI, Section C, Line 19

“The governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
GRAUL'S BENEFITS TRUST
EIN
52-1645447
Phone
4108236077
Address
7713 BELLONA AVENUE, RUXTON, MD 21204

Signing Officer

Name
Kate Poffenberger
Title
Trustee/pt Time
Phone
4108236077
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Poffenberger
Formed
1989
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Gross Mendelsohn & Associates Pa
Address
1801 PORTER STREET SUITE 500, BALTIMORE, MD 21230
Preparer
Leonard B Rus
Phone
4106855512
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan, and the related trust fund established under the plan, qualify under section 501(c)(9) of the internal revenue code (the code) and are therefore not subject to tax under present income tax law. The plan and trust are required to operate in conformity with the code to maintain the tax-exempt status of the trust. The plan administrator believes the plan and trust are being operated in compliance with the applicable requirements of the code, and therefore, continue to qualify as tax-exempt. The plan's federal exempt tax returns are subject to examination by the irs, generally for a period of three years after the returns are filed. 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 liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan administrator does not believe that the plan has any uncertain tax positions. The plan is subject to routine audits by taxing authorities; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix282 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/AuditCommitteeInd00
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IRS990/BooksInCareOfDetail/PhoneNum04103082100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07713 BELLONA AVENUE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE/PT TIME
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE/PT TIME
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011
IRS990/InvestmentInJointVentureInd00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN, AND THE RELATED TRUST FUND ESTABLISHED UNDER THE PLAN, QUALIFY UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAW. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THE PLAN AND TRUST ARE BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE, AND THEREFORE, CONTINUE TO QUALIFY AS TAX-EXEMPT. THE PLAN'S FEDERAL EXEMPT TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. 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 LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR DOES NOT BELIEVE THAT THE PLAN HAS ANY UNCERTAIN TAX POSITIONS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 2 - CERTAIN OFFICERS AND EMPLOYEES OF ONE OF THE EMPLOYERS ARE ADMINISTRATORS OF THE PLAN ACTING AS FIDUCIARIES AND AS TRUSTEES AND ARE ALSO PARTICIPANTS IN THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 8A - NOT APPLICABLE SINCE THERE IS NO BOARD OR ADMINISTRATIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 8B - NOT APPLICABLE SINCE THERE IS NO BOARD OR ADMINISTRATIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 11A - THE TRUSTEES REVIEW THE FORM 990 BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$94,107
Liabilities
$0
Net assets
$94,107
Revenue
$2,084,239
Expenses
$2,082,069
Net income
$2,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.57$1.57$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.16$1.29$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$2.01$1.87$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$2.04$2.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$2.08$2.08$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.85$1.99$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$2.19$2.01$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.69$1.86$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.95$1.84$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.86$1.85$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.91$1.81$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.00$1.96$1.96$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$0.00$1.97
2012Summary only. Only limited summary data is available for this year.$0.60$0.60$0.00$1.96$1.96$0.00
2011Summary only. Only limited summary data is available for this year.$0.45$0.45$0.00$1.49$1.49$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.24$0.00$1.41