Civic Intelligence

Ua Charitable Fund Trust

990 • Fiscal year 2021 • EIN 52-2345962

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

Organization ProfileN/A
Three Park PlaceAnnapolis, MD 21401

(410) 269-2000

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

71st percentile

28%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

99th percentile

$647,099

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 115.1% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

88th percentile

75%

Faster asset growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

132%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$361,614

Up $155,065 (+75%) from 2020

Net Assets

Up

$361,614

Up $155,065 (+75%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin71st percentile

Revenue

Up

$562,287

Up $319,742 (+132%) from 2020

Expenses

Down

$407,222

Down $113,776 (-22%) from 2020

Net Income

Up

$155,065

Up $433,518 (+156%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2011: $28,056Liabilities 2011: $100,000Net Assets 2011: -$71,9442011Assets 2012: $510,943Liabilities 2012: $100,000Net Assets 2012: $410,9432012Assets 2013: $115,171Liabilities 2013: $75,000Net Assets 2013: $40,1712013Assets 2014: $113,328Liabilities 2014: $25,000Net Assets 2014: $88,3282014Assets 2015: $142,702Liabilities 2015: $0Net Assets 2015: $142,7022015Assets 2016: $635,026Liabilities 2016: $55,000Net Assets 2016: $580,0262016Assets 2017: $557,249Liabilities 2017: $0Net Assets 2017: $557,2492017Assets 2018: $345,991Liabilities 2018: $0Net Assets 2018: $345,9912018Assets 2019: $485,002Liabilities 2019: $0Net Assets 2019: $485,0022019Assets 2020: $206,549Liabilities 2020: $0Net Assets 2020: $206,5492020Assets 2021: $361,614Liabilities 2021: $0Net Assets 2021: $361,6142021Assets 2022: $325,129Liabilities 2022: $0Net Assets 2022: $325,1292022Assets 2023: $272,906Liabilities 2023: $0Net Assets 2023: $272,9062023Assets 2024: $357,619Liabilities 2024: $0Net Assets 2024: $357,6192024

Highlighted filing

2021

Assets$361,614
Liabilities$0
Net Assets$361,614
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Expenses 2012: $287,2392012Revenue 2013: $256,144Expenses 2013: $626,916Net Income 2013: -$370,7722013Revenue 2014: $639,157Expenses 2014: $591,000Net Income 2014: $48,1572014Revenue 2015: $631,994Expenses 2015: $577,620Net Income 2015: $54,3742015Revenue 2016: $1,309,533Expenses 2016: $872,209Net Income 2016: $437,3242016Revenue 2017: $1,710,037Expenses 2017: $1,732,814Net Income 2017: -$22,7772017Revenue 2018: $133,758Expenses 2018: $345,016Net Income 2018: -$211,2582018Revenue 2019: $290,247Expenses 2019: $151,236Net Income 2019: $139,0112019Revenue 2020: $242,545Expenses 2020: $520,998Net Income 2020: -$278,4532020Revenue 2021: $562,287Expenses 2021: $407,222Net Income 2021: $155,0652021Revenue 2022: $225,846Expenses 2022: $262,331Net Income 2022: -$36,4852022Revenue 2023: $109,891Expenses 2023: $162,114Net Income 2023: -$52,2232023Revenue 2024: $174,618Expenses 2024: $89,905Net Income 2024: $84,7132024

Highlighted filing

2021

Revenue$562,287
Expenses$407,222
Net Income$155,065
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.2
Gross Receipts
$562,287
Mission and Program Overview

Mission

The ua emergency relief fund was established to provide contributions to victims of the september 11, 2001 terrorist attacks and related charitable organizations. The fund also makes grants to local unions that have suffered damages from any natural disasters.

PUBLIC CHARITY

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$206,549$361,614▲ $155,065
Total Assets$206,549$361,614▲ $155,065
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$206,549$361,614▲ $155,065
Total Net Assets Fund Balance$206,549$361,614▲ $155,065
Total Liabilities and Net Assets / Fund Balance$206,549$361,614▲ $155,065
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Mark McmanusTrustee
Patrick KellettTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$562,287
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$562,287
Change in Net Assets
$155,065

Audited Revenue Reconciliation

Revenue per Audited Statements
$562,287
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$562,287
Total Revenue per Form 990
$562,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$398,833
Other Expenses$8,389
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$388,833--$388,833
Grants to Domestic Orgs$10,000--$10,000
Other Expenses-$220-$220
Total Functional Expenses$398,833$8,389$0$407,222

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$407,222
Total Expenses per Audited Statements$407,222
Total Expenses per Form 990$407,222
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ua Local 166 Activity FundFort Wayne, IN5Relief Assistance$10,000
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

“The trust does review the 990 before it is filed.”

Form 990, Part VI, Section C, Line 18

“Irs form 990 and 1023 are made available upon request.”

Form 990, Part VI, Section C, Line 19

“These documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Ua Charitable Fund Trust
EIN
52-2345962
Phone
4102692000
Address
THREE PARK PLACE, ANNAPOLIS, MD 21401

Signing Officer

Name
Patrick Kellett
Title
Trustee
Phone
4102692000
Signed
2022-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Kellett
Formed
2001
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 STE 1200W, BETHESDA, MD 20814
Preparer
Michael E Warshaw 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 fund performed an evaluation of uncertain tax positions for the year ended december 31, 2021, and determined that there were no matters that would require recognition in the consolidated financial statements. As of december 31, 2020, the statute of limitations for tax years 2018 through 2020 remains open with the u.s. Federal jurisdiction and various states where a return is filed.”

Raw XML Appendix387 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/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK MCMANUS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PATRICK KELLETT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0647099
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1570504
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST DOES REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IRS FORM 990 AND 1023 ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0THREE PARK PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ANNAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd021401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0206549
IRS990/TotalAssetsEOYAmt0361614
IRS990/TotalAssetsGrp/BOYAmt0206549
IRS990/TotalAssetsGrp/EOYAmt0361614
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0562287
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08389
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0398833
IRS990/TotalFunctionalExpensesGrp/TotalAmt0407222
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0206549
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0361614
IRS990/TotalOtherCompensationAmt0322818
IRS990/TotalProgramServiceExpensesAmt0398833
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0562287
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0206549
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0361614
IRS990/TotReportableCompRltdOrgAmt0894785
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0THREE PARK PLACE
IRS990/USAddress/CityNm0ANNAPOLIS
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021401
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK KELLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04102692000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UA CHARITABLE FUND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UACH
ReturnHeader/Filer/EIN0522345962
ReturnHeader/Filer/PhoneNum04102692000
ReturnHeader/Filer/USAddress/AddressLine1Txt0THREE PARK PLACE
ReturnHeader/Filer/USAddress/CityNm0ANNAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE STE 1200W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL E WARSHAW CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-31T10:59:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLETT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$361,614
Liabilities
$0
Net assets
$361,614
Revenue
$562,287
Expenses
$407,222
Net income
$155,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.17$0.09$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.11$0.16$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.23$0.26$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.56$0.41$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.24$0.52$0.28
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.29$0.15$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.13$0.35$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$1.71$1.73$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.06$0.58$1.31$0.87$0.44
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.63$0.58$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.03$0.09$0.64$0.59$0.05
2013Summary only. Only limited summary data is available for this year.$0.12$0.08$0.04$0.26$0.63$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.10$0.41$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.10$0.07$0.00$0.00$0.00