Civic Intelligence

Umwa Bcoa Rod Agreement and Declaration of Trust

990 • Fiscal year 2015 • EIN 52-1945879

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 02, 2016

Organization ProfileN/A

View Organization Page

PO Box 940Edgewater, MD 21037-0940

(410) 798-4500

Siviq Scores

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

Liabilities / Assets

89th percentile

0.20x

Higher debt load relative to assets than 89% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

95th percentile

1.03x

Higher debt load relative to revenue than 95% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Net Margin

57th percentile

4.0%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Asset Growth

64th percentile

3.3%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-14%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$317,575

Up $10,212 (+3.3%) from 2014

Net Assets

Up

$253,607

Up $2,446 (+1.0%) from 2014

Liabilities

Up

$63,968

Up $7,766 (+14%) from 2014

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin57th percentile

Revenue

Down

$61,901

Down $9,794 (-14%) from 2014

Expenses

Down

$59,455

Down $5,155 (-8.0%) from 2014

Net Income

Down

$2,446

Down $4,639 (-65%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$600K$400K$200K$0Assets 2010: $555,995Liabilities 2010: $26,823Net Assets 2010: $529,1722010Assets 2011: $488,487Liabilities 2011: $54,380Net Assets 2011: $434,1072011Assets 2012: $363,178Liabilities 2012: $49,390Net Assets 2012: $313,7882012Assets 2013: $275,746Liabilities 2013: $31,670Net Assets 2013: $244,0762013Assets 2014: $307,363Liabilities 2014: $56,202Net Assets 2014: $251,1612014Assets 2015: $317,575Liabilities 2015: $63,968Net Assets 2015: $253,6072015Assets 2016: $276,485Liabilities 2016: $54,313Net Assets 2016: $222,1722016Assets 2017: $308,729Liabilities 2017: $5,769Net Assets 2017: $302,9602017Assets 2018: $190,097Liabilities 2018: $1,960Net Assets 2018: $188,1372018Assets 2019: $113,009Liabilities 2019: $648Net Assets 2019: $112,3612019Assets 2020: $51,295Liabilities 2020: $0Net Assets 2020: $51,2952020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2015

Assets$317,575
Liabilities$63,968
Net Assets$253,607
Open 2015 Filing

Operations Trend

Revenue Growth35th percentile

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

$200K$100K$0-$100K-$200KRevenue 2010: $4,782Expenses 2010: $98,302Net Income 2010: -$93,5202010Revenue 2011: $2,782Expenses 2011: $97,847Net Income 2011: -$95,0652011Expenses 2012: $121,1792012Revenue 2013: $331Expenses 2013: $70,043Net Income 2013: -$69,7122013Revenue 2014: $71,695Expenses 2014: $64,610Net Income 2014: $7,0852014Revenue 2015: $61,901Expenses 2015: $59,455Net Income 2015: $2,4462015Revenue 2016: $53,674Expenses 2016: $85,109Net Income 2016: -$31,4352016Revenue 2017: $52,389Expenses 2017: $168,556Net Income 2017: -$116,1672017Revenue 2018: $12,480Expenses 2018: $127,303Net Income 2018: -$114,8232018Revenue 2019: $52,127Expenses 2019: $127,903Net Income 2019: -$75,7762019Revenue 2020: $43,110Expenses 2020: $104,176Net Income 2020: -$61,0662020Revenue 2021: $1,411Expenses 2021: $52,706Net Income 2021: -$51,2952021

Highlighted filing

2015

Revenue$61,901
Expenses$59,455
Net Income$2,446
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 2, 2016
Return Version
2015v2.1
Gross Receipts
$61,901
Mission and Program Overview

Mission

To fund resolution of disputes process.

See page 2, part iii line 1 for details

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$210,475$210,646▲ $171
Cash and Non-Interest-Bearing Accounts$83,406$98,785▲ $15,379
Accounts Receivable$13,482$8,144▼ $5,338
Total Assets$307,363$317,575▲ $10,212
Liabilities
Other Liabilities$37,876$53,950▲ $16,074
Accounts Payable and Accrued Expenses$18,326$10,018▼ $8,308
Total Liabilities$56,202$63,968▲ $7,766
Net Assets / Fund Balance
Unrestricted Net Assets$251,161$253,607▲ $2,446
Total Net Assets Fund Balance$251,161$253,607▲ $2,446
Total Liabilities and Net Assets / Fund Balance$307,363$317,575▲ $10,212
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Jerry D JonesTrustee
Michael O MckownTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$61,730
Investment Income
$171
Other Revenue
$0
Change in Net Assets
$2,446

Audited Revenue Reconciliation

Revenue per Audited Statements
$61,901
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$61,901
Total Revenue per Form 990
$61,901
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,455
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
Other Expenses---$10,018
Fees for Services Accounting---$8,650
Total Functional Expenses$0$0$0$59,455

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$59,455
Total Expenses per Audited Statements$59,455
Total Expenses per Form 990$59,455
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
Due to Umwa-bcoa Lmpcp Fund$39,897
Due to Umwa-bcoa 1974 Pension Fund$14,053
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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 B, Line 11

“The trustees receive the form 990 from the independent public accounting firm and review the form for accuracy and disclosure.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Umwa-bcoa Rod Trust
EIN
52-1945879
Phone
4107984500
Address
PO BOX 940, EDGEWATER, MD 21037-0940

Signing Officer

Name
Michael O Mckown
Title
Trustee
Phone
4107984500
Signed
2016-09-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael O Mckown
Formed
1995
Legal Domicile
Md
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Joann Woodson CPA
Phone
2023319880
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust accounts for income taxes in accordance with the accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribed a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The trust performed an evaluation of uncertain tax positions for the year ended december 31, 2015, and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax-exempt status. As of december 31, 2015, the statue of limitations for tax years 2012 through 2014 remains open with the u. S. Federal jurisdiction and the various states and local jurisdictions in which the trust files returns.”

Raw XML Appendix292 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBED A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2015, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2015, THE STATUE OF LIMITATIONS FOR TAX YEARS 2012 THROUGH 2014 REMAINS OPEN WITH THE U. S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE TRUST FILES RETURNS.
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANN WOODSON CPA
ReturnHeader/ReturnTs02016-09-02T08:45:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,575
Liabilities
$63,968
Net assets
$253,607
Revenue
$61,901
Expenses
$59,455
Net income
$2,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.01$0.53$0.51
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.43$1.04$0.61
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.12$0.52$1.28$0.76
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.02$1.88$0.12$1.27$1.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.06$3.03$0.52$1.69$1.16
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.54$2.22$0.54$0.85$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.18$0.64$2.54$0.62$0.59$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.07$0.56$2.51$0.72$0.65$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.76$0.32$2.44$0.00$0.70$0.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.49$3.14$1.21
2011Summary only. Only limited summary data is available for this year.$4.88$0.54$4.34$0.03$0.98$0.95
2010Summary only. Only limited summary data is available for this year.$5.56$0.27$5.29$0.05$0.98$0.94