Civic Intelligence

Guy C Lee Benefit Plan Tr

990 • Fiscal year 2023 • EIN 56-1670983

Oct 01, 2022 to Sep 30, 2023 • Filed on Jul 15, 2024

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

90th percentile

0.78x

Higher debt load relative to assets than 90% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.13x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Asset Growth

100th percentile

1550%

Faster asset growth than 100% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

27%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$847,460

Up $796,096 (+1550%) from 2022

Net Assets

Up

$182,654

Up $504,716 (+157%) from 2022

Liabilities

Up

$664,806

Up $291,380 (+78%) from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin72nd percentile

Revenue

Up

$5,013,654

Up $1,054,588 (+27%) from 2022

Expenses

Down

$4,217,558

Down $103,192 (-2.4%) from 2022

Net Income

Up

$796,096

Up $1,157,780 (+320%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2023

Assets$847,460
Liabilities$664,806
Net Assets$182,654
Open 2023 Filing

Operations Trend

Revenue Growth83rd 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

2023

Revenue$5,013,654
Expenses$4,217,558
Net Income$796,096
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 15, 2024
Return Version
2022v5.0
Gross Receipts
$5,013,654
Mission and Program Overview

Mission

Please see attached independent accountant's audit report.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$71,533$645,045▲ $573,512
Rtn Earn Endowment Incm Other Fnds$-322,062$182,654▲ $504,716
Accounts Receivable$144,569$182,093▲ $37,524
Cash and Non-Interest-Bearing Accounts$-164,738$20,322▲ $185,060
Total Assets$51,364$847,460▲ $796,096
Liabilities
Other Liabilities$373,426$664,806▲ $291,380
Total Liabilities$373,426$664,806▲ $291,380
Net Assets / Fund Balance
Total Net Assets Fund Balance$-322,062$182,654▲ $504,716
Total Liabilities and Net Assets / Fund Balance$51,364$847,460▲ $796,096
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Dawn GloverTrustee
Ross W LampeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,013,654
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$796,096

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,013,654
Total Revenue per Audited Statements
$5,013,654
Total Revenue per Form 990
$5,013,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$972,860
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$3,244,698--$3,244,698
Fees for Services Accounting$5,400--$5,400
Other Expenses$4,754--$4,754
All Other Expenses$359--$359
Total Functional Expenses$4,217,558$0$0$4,217,558

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,217,558
Total Expenses per Audited Statements$4,217,558
Total Expenses per Form 990$4,217,558
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$664,806
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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, 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
Dawn Glover
Title
Trustee
Phone
9199346195
Signed
2024-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Glover
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 IBNR -291,380”

Raw XML Appendix256 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/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalFundraisingExpenseAmt00
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IRS990/CYTotalRevenueAmt05013654
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
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IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0DAWN GLOVER
IRS990/Form990PartVIISectionAGrp/PersonNm1ROSS W LAMPE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05013654
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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 ACCOUNTANT'S AUDIT REPORT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-322062
IRS990/NetAssetsOrFundBalancesEOYAmt0182654
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-291380
IRS990/OtherExpensesGrp/Desc0REINSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2LIFE INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc3PRINTING COSTS
IRS990/OtherExpensesGrp/ProgramServicesAmt0731095
IRS990/OtherExpensesGrp/ProgramServicesAmt1179349
IRS990/OtherExpensesGrp/ProgramServicesAmt251903
IRS990/OtherExpensesGrp/ProgramServicesAmt34754
IRS990/OtherExpensesGrp/TotalAmt0731095
IRS990/OtherExpensesGrp/TotalAmt1179349
IRS990/OtherExpensesGrp/TotalAmt251903
IRS990/OtherExpensesGrp/TotalAmt34754
IRS990/OtherLiabilitiesGrp/BOYAmt0373426
IRS990/OtherLiabilitiesGrp/EOYAmt0664806
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAWN GLOVER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SPONSOR
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS
IRS990/ProgramServiceRevenueGrp/Desc2FSA
IRS990/ProgramServiceRevenueGrp/Desc3STD PREMIUMS
IRS990/ProgramServiceRevenueGrp/Desc4COBRA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04190884
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1760800
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt316909
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03673068
IRS990/PYOtherExpensesAmt0647682
IRS990/PYProgramServiceRevenueAmt03959066
IRS990/PYRevenuesLessExpensesAmt0-361684
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-322062
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0182654
IRS990/SavingsAndTempCashInvstGrp/BOYAmt071533
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0645045
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt04217558
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0664806
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED CLAIMS INCURRED
IRS990ScheduleD/RevenueSubtotalAmt05013654
IRS990ScheduleD/TotalExpensesPerForm990Amt04217558
IRS990ScheduleD/TotalLiabilityAmt0664806
IRS990ScheduleD/TotalRevenuePerForm990Amt05013654
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05013654
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON COMPLETION, THE TRUSTEES REVIEW THE ANNUAL FINANCIAL STATEMENTS AND TAX RETURNS WITH CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN IBNR -291,380
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IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN GLOVER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-15
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ReturnHeader/Filer/BusinessNameControlTxt0LEE
ReturnHeader/Filer/EIN0561670983
ReturnHeader/Filer/PhoneNum09199346195
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275771749
ReturnHeader/PreparerPersonGrp/PhoneNum09199348452
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON Y JONES
ReturnHeader/ReturnTs02024-07-15T16:50:44-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAWN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GLOVER
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$847,460
Liabilities
$664,806
Net assets
$182,654
Revenue
$5,013,654
Expenses
$4,217,558
Net income
$796,096
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