Civic Intelligence

Guy C Lee Benefit Plan Tr

990 • Fiscal year 2015 • EIN 56-1670983

Oct 01, 2014 to Sep 30, 2015 • Filed on Jul 12, 2016

Organization Profile
Post Office Box 150Smithfield, NC 27577

(919) 934-6195

Siviq Scores

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

Liabilities / Assets

80th percentile

0.25x

Higher debt load relative to assets than 80% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.06x

Higher debt load relative to revenue than 64% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

11th percentile

-30%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

5.7%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$465,922

Down $200,818 (-30%) from 2014

Net Assets

Down

$349,878

Down $163,282 (-32%) from 2014

Liabilities

Down

$116,044

Down $37,536 (-24%) from 2014

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin22nd percentile

Revenue

Up

$1,856,507

Up $99,989 (+5.7%) from 2014

Expenses

Up

$2,057,325

Up $246,296 (+14%) from 2014

Net Income

Down

-$200,818

Down $146,307 (-268%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$1.0M$500K$0-$500KAssets 2010: $183,083Liabilities 2010: $517,174Net Assets 2010: -$334,0912010Assets 2011: $162,498Liabilities 2011: $250,761Net Assets 2011: -$88,2632011Assets 2012: $251,396Liabilities 2012: $81,866Net Assets 2012: $169,5302012Assets 2013: $721,251Liabilities 2013: $78,214Net Assets 2013: $643,0372013Assets 2014: $666,740Liabilities 2014: $153,580Net Assets 2014: $513,1602014Assets 2015: $465,922Liabilities 2015: $116,044Net Assets 2015: $349,8782015Assets 2016: $344,116Liabilities 2016: $187,378Net Assets 2016: $156,7382016Assets 2017: $451,065Liabilities 2017: $194,035Net Assets 2017: $257,0302017Assets 2018: $421,414Liabilities 2018: $180,820Net Assets 2018: $240,5942018Assets 2019: $214,313Liabilities 2019: $226,555Net Assets 2019: -$12,2422019Assets 2020: $309,760Liabilities 2020: $193,938Net Assets 2020: $115,8222020Assets 2021: $413,048Liabilities 2021: $430,459Net Assets 2021: -$17,4112021Assets 2022: $51,364Liabilities 2022: $373,426Net Assets 2022: -$322,0622022Assets 2023: $847,460Liabilities 2023: $664,806Net Assets 2023: $182,6542023Assets 2024: $897,131Liabilities 2024: $530,627Net Assets 2024: $366,5042024

Highlighted filing

2015

Assets$465,922
Liabilities$116,044
Net Assets$349,878
Open 2015 Filing

Operations Trend

Revenue Growth59th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,230,1602010Expenses 2011: $1,307,7732011Expenses 2012: $1,258,5372012Expenses 2013: $1,165,9632013Revenue 2014: $1,756,518Expenses 2014: $1,811,029Net Income 2014: -$54,5112014Revenue 2015: $1,856,507Expenses 2015: $2,057,325Net Income 2015: -$200,8182015Revenue 2016: $2,018,006Expenses 2016: $2,139,812Net Income 2016: -$121,8062016Revenue 2017: $2,320,746Expenses 2017: $2,213,797Net Income 2017: $106,9492017Revenue 2018: $2,463,856Expenses 2018: $2,493,507Net Income 2018: -$29,6512018Revenue 2019: $2,735,760Expenses 2019: $2,942,860Net Income 2019: -$207,1002019Revenue 2020: $3,271,758Expenses 2020: $3,176,312Net Income 2020: $95,4462020Revenue 2021: $3,287,673Expenses 2021: $3,184,385Net Income 2021: $103,2882021Revenue 2022: $3,959,066Expenses 2022: $4,320,750Net Income 2022: -$361,6842022Revenue 2023: $5,013,654Expenses 2023: $4,217,558Net Income 2023: $796,0962023Revenue 2024: $5,675,942Expenses 2024: $5,626,271Net Income 2024: $49,6712024

Highlighted filing

2015

Revenue$1,856,507
Expenses$2,057,325
Net Income-$200,818
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Jul 12, 2016
Return Version
2014v6.0
Gross Receipts
$1,856,507
Mission and Program Overview

Mission

Please see attached independent accountant's audit report.

Please see attached independent accountants' audit report.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$649,366$451,072▼ $198,294
Rtn Earn Endowment Incm Other Fnds$513,160$349,878▼ $163,282
Cash and Non-Interest-Bearing Accounts$11,612$11,526▼ $86
Accounts Receivable$5,762$3,324▼ $2,438
Total Assets$666,740$465,922▼ $200,818
Liabilities
Other Liabilities$153,580$116,044▼ $37,536
Total Liabilities$153,580$116,044▼ $37,536
Net Assets / Fund Balance
Total Net Assets Fund Balance$513,160$349,878▼ $163,282
Total Liabilities and Net Assets / Fund Balance$666,740$465,922▼ $200,818
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Ross W LampeTrustee
Thomas a StephensonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,856,507
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-200,818

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,856,507
Total Revenue per Audited Statements
$1,856,507
Total Revenue per Form 990
$1,856,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,371
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$1,790,954--$1,790,954
Other Expenses$251--$251
Total Functional Expenses$2,057,325$0$0$2,057,325

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,057,325
Total Expenses per Audited Statements$2,057,325
Total Expenses per Form 990$2,057,325
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
Estimated Claims Incurred$116,044
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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 11B

“Upon completion, the trustees review the annual financial statements and tax returns with cpa.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Guy C Lee Benefit Plan Tr
EIN
56-1670983
Phone
9199346195
Address
POST OFFICE BOX 150, SMITHFIELD, NC 27577

Signing Officer

Name
Thomas Stephenson
Title
Trustee
Phone
9199346195
Signed
2016-07-12
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Watson Cooke & Jones Pa
Address
PO BOX 1749, SMITHFIELD, NC 27577-1749
Preparer
Allison Y Jones
Phone
9199348452
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in claims incurred but not reported 37,536”

Raw XML Appendix242 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/BenefitsToMembersGrp/ProgramServicesAmt01790954
IRS990/BenefitsToMembersGrp/TotalAmt01790954
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IRS990/CYContributionsGrantsAmt00
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IRS990/DescribedInSection501c3Ind0false
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IRS990/EmployeeCnt00
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01856507
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PLEASE SEE ATTACHED INDEPENDENT ACCOUNTANTS' AUDIT REPORT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0513160
IRS990/NetAssetsOrFundBalancesEOYAmt0349878
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt037536
IRS990/OtherExpensesGrp/Desc0REINSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2LIFE INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc3BANK AND OTHER CHARGES
IRS990/OtherExpensesGrp/ProgramServicesAmt0179473
IRS990/OtherExpensesGrp/ProgramServicesAmt174489
IRS990/OtherExpensesGrp/ProgramServicesAmt212158
IRS990/OtherExpensesGrp/ProgramServicesAmt3251
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IRS990/OtherExpensesGrp/TotalAmt3251
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IRS990/ProgramServiceRevenueGrp/Desc2STD PREMIUMS
IRS990/ProgramServiceRevenueGrp/Desc3FSA
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt223748
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34669
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42869
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42869
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01558940
IRS990/PYOtherExpensesAmt0252089
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IRS990/PYRevenuesLessExpensesAmt0-54511
IRS990/PYTotalExpensesAmt01811029
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IRS990/ReconcilationRevenueExpnssAmt0-200818
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0513160
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt02057325
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IRS990ScheduleD/TotalLiabilityAmt0116044
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN CLAIMS INCURRED BUT NOT REPORTED 37,536
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
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IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275771749
ReturnHeader/PreparerPersonGrp/PhoneNum09199348452
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON Y JONES
ReturnHeader/ReturnTs02016-07-13T12:16:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$465,922
Liabilities
$116,044
Net assets
$349,878
Revenue
$1,856,507
Expenses
$2,057,325
Net income
-$200,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.53$0.37$5.68$5.63$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.66$0.18$5.01$4.22$0.80
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.37$0.32$3.96$4.32$0.36
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.43$0.02$3.29$3.18$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.19$0.12$3.27$3.18$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.23$0.01$2.74$2.94$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.18$0.24$2.46$2.49$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.19$0.26$2.32$2.21$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.19$0.16$2.02$2.14$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.12$0.35$1.86$2.06$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.15$0.51$1.76$1.81$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.08$0.64$1.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.08$0.17$1.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.25$0.09$1.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.52$0.33$1.23