Civic Intelligence

Umwa Bcoa Rod Agreement and Declaration of Trust

990 • Fiscal year 2016 • EIN 52-1945879

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 18, 2017

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

88th percentile

0.20x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

1.01x

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

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Net Margin

19th percentile

-59%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Asset Growth

31st percentile

-13%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-13%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$276,485

Down $41,090 (-13%) from 2015

Net Assets

Down

$222,172

Down $31,435 (-12%) from 2015

Liabilities

Down

$54,313

Down $9,655 (-15%) from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin19th percentile

Revenue

Down

$53,674

Down $8,227 (-13%) from 2015

Expenses

Up

$85,109

Up $25,654 (+43%) from 2015

Net Income

Down

-$31,435

Down $33,881 (-1385%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2016

Assets$276,485
Liabilities$54,313
Net Assets$222,172
Open 2016 Filing

Operations Trend

Revenue Growth34th 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

2016

Revenue$53,674
Expenses$85,109
Net Income-$31,435
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 18, 2017
Return Version
2016v3.0
Gross Receipts
$53,674
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$210,646$210,802▲ $156
Cash and Non-Interest-Bearing Accounts$98,785$52,881▼ $45,904
Accounts Receivable$8,144$12,802▲ $4,658
Total Assets$317,575$276,485▼ $41,090
Liabilities
Other Liabilities$53,950$54,313▲ $363
Accounts Payable and Accrued Expenses$10,018$0▼ $10,018
Total Liabilities$63,968$54,313▼ $9,655
Net Assets / Fund Balance
Unrestricted Net Assets$253,607$222,172▼ $31,435
Total Net Assets Fund Balance$253,607$222,172▼ $31,435
Total Liabilities and Net Assets / Fund Balance$317,575$276,485▼ $41,090
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Jerry D JonesTrustee
Michael O MckownTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$53,518
Investment Income
$156
Other Revenue
$0
Change in Net Assets
$-31,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$53,674
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$53,674
Total Revenue per Form 990
$53,674
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,109
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---$76,309
Fees for Services Accounting---$8,800
Total Functional Expenses$0$0$0$85,109

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$85,109
Total Expenses per Audited Statements$85,109
Total Expenses per Form 990$85,109
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$45,100
Due to Umwa-bcoa 1974 Pension Fund$9,213
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 11B

“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
2017-09-18
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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year”

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, 2016, 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, 2016, the statue of limitations for tax years 2013 through 2015 remains open with the u. S. Federal jurisdiction and the various states and local jurisdictions in which the trust files returns.”

Raw XML Appendix300 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, 2016, 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, 2016, THE STATUE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES RECEIVE THE FORM 990 FROM THE INDEPENDENT PUBLIC ACCOUNTING FIRM AND REVIEW THE FORM FOR ACCURACY AND DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210370940
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08F72E301A453F475DDB880747CCED7D2AF7D6D45
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03B9CE5223D124B7FF5649E204527236C262C7001
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.43.98
ReturnHeader/FilingSecurityInformation/IPDt02017-09-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:57:26
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/ReturnTs02017-09-18T10:57:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,485
Liabilities
$54,313
Net assets
$222,172
Revenue
$53,674
Expenses
$85,109
Net income
-$31,435
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