Civic Intelligence

Piedmont Natural Gas 501(C)(9) Retired Bargaining Unit Employees

990 • Fiscal year 2013 • EIN 56-1895438

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileN/A
C/O Wells Fargo 401 S Tryon St NoTh-1428288

(704) 374-3292

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

22nd percentile

0.00x

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

87th percentile

47%

Higher net margin than 87% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

86th percentile

26%

Faster revenue growth than 86% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$13,652,858

Up $1,260,387 (+10%) from 2012

Net Assets

Up

$13,652,858

Up $1,260,387 (+10%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin87th percentile

Revenue

Up

$664,668

Up $136,088 (+26%) from 2012

Expenses

Down

$352,037

Down $12,655 (-3.5%) from 2012

Net Income

Up

$312,631

Up $148,743 (+91%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$30M$20M$10M$0Assets 2010: $11,658,809Liabilities 2010: $0Net Assets 2010: $11,658,8092010Assets 2011: $11,227,602Liabilities 2011: $0Net Assets 2011: $11,227,6022011Assets 2012: $12,392,471Liabilities 2012: $0Net Assets 2012: $12,392,4712012Assets 2013: $13,652,858Liabilities 2013: $0Net Assets 2013: $13,652,8582013Assets 2014: $13,940,840Liabilities 2014: $0Net Assets 2014: $13,940,8402014Assets 2015: $13,185,573Liabilities 2015: $0Net Assets 2015: $13,185,5732015Assets 2016: $13,725,165Liabilities 2016: $0Net Assets 2016: $13,725,1652016Assets 2017: $15,193,279Liabilities 2017: $0Net Assets 2017: $15,193,2792017Assets 2018: $14,217,152Liabilities 2018: $0Net Assets 2018: $14,217,1522018Assets 2019: $16,715,134Liabilities 2019: $0Net Assets 2019: $16,715,1342019Assets 2020: $18,935,252Liabilities 2020: $0Net Assets 2020: $18,935,2522020Assets 2021: $20,902,870Liabilities 2021: $0Net Assets 2021: $20,902,8702021Assets 2022: $16,884,716Liabilities 2022: $0Net Assets 2022: $16,884,7162022Assets 2023: $17,236,006Liabilities 2023: $0Net Assets 2023: $17,236,0062023Assets 2024: $18,393,428Liabilities 2024: $0Net Assets 2024: $18,393,4282024

Highlighted filing

2013

Assets$13,652,858
Liabilities$0
Net Assets$13,652,858
Open 2013 Filing

Operations Trend

Revenue Growth86th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $572,418Expenses 2010: $881,991Net Income 2010: -$309,5732010Revenue 2011: $642,358Expenses 2011: $619,588Net Income 2011: $22,7702011Revenue 2012: $528,580Expenses 2012: $364,692Net Income 2012: $163,8882012Revenue 2013: $664,668Expenses 2013: $352,037Net Income 2013: $312,6312013Revenue 2014: $1,090,026Expenses 2014: $243,085Net Income 2014: $846,9412014Revenue 2015: $791,410Expenses 2015: $213,226Net Income 2015: $578,1842015Revenue 2016: $680,723Expenses 2016: $0Net Income 2016: $680,7232016Revenue 2017: $681,985Expenses 2017: $29,278Net Income 2017: $652,7072017Revenue 2018: $832,549Expenses 2018: $302,086Net Income 2018: $530,4632018Revenue 2019: $924,277Expenses 2019: $358,785Net Income 2019: $565,4922019Revenue 2020: $902,442Expenses 2020: $427,716Net Income 2020: $474,7262020Revenue 2021: $1,512,012Expenses 2021: $317,017Net Income 2021: $1,194,9952021Revenue 2022: $888,337Expenses 2022: $316,652Net Income 2022: $571,6852022Revenue 2023: $1,974,294Expenses 2023: $307,616Net Income 2023: $1,666,6782023Revenue 2024: $911,657Expenses 2024: $323,695Net Income 2024: $587,9622024

Highlighted filing

2013

Revenue$664,668
Expenses$352,037
Net Income$312,631
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$1,816,407
Mission and Program Overview

Mission

Payment of employee benefits for eligible employees and dependents.

Voluntary employees' beneficiary association: piedmont natural gas 501(c)(9) retired bargaining unit employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$12,392,471$13,652,858▲ $1,260,387
Investments in Publicly Traded Securities$12,312,212$13,453,610▲ $1,141,398
Savings and Temporary Cash Investments$80,253$199,246▲ $118,993
Accounts Receivable$6$2▼ $4
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0--
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$12,392,471$13,652,858▲ $1,260,387
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0--
Grants Payable$0--
Mortgage Notes Payable Secured by Investment Property$0--
Unsecured Notes Loans Payable$0--
Other Liabilities$0--
Deferred Revenue$0--
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,392,471$13,652,858▲ $1,260,387
Total Liabilities and Net Assets / Fund Balance$12,392,471$13,652,858▲ $1,260,387
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Jose SimonDirector
KEVIN O'HARADirector
Karl NewlinDirector
Kim HeffernanDirector
Lori BarberDirector
Renee H MetzlerDirector
Robert O PritchardDirector
T Minh TranDirector
Wells Fargo Bank NaInstitutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,869
Investment Income
$641,799
Other Revenue
$0
Change in Net Assets
$312,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91
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---$351,946
Fees for Services Other---$91
Total Functional Expenses$0$0$0$352,037
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0--
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Wells fargo bank is trustee of piedmont natural gas 501(c)9 retired bargaining unit employees and as such manages and administers the plan as an institutional trustee.”

Form 990, Part VI, Section A, Line 7A

“The piedmont natural gas board of directors appoints members to the benefits plan committee which comprises the governing body of this veba.”

Form 990, Part VI, Section B, Line 11

“Prior to filing the 990, the following persons reviewed this form in detail: piedmont natural gas director of tax planning and management and the piedmont natural gas h.r. Business consultant of financial analysis and reporting. A copy of the form 990 was not provided to all board members as it was determined that the persons noted above are the best qualified to review the form.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are not made available to the public.”

Filing and Contact Details

Filer

EIN
56-1895438
Phone
7043743292

Signing Officer

Name
Jennifer Osborne
Title
Institutional Trustee
Phone
7043743292
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karl Newlin
Formed
1994
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
9

Preparer

Preparer
Doug Bertossi
Phone
7049985200
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management evaluated the plans tax positions in accordance with the fasb guidance on accounting for uncertainty in income taxes and concluded that the plan is subject to unrelated business income tax and thus a provision for income taxes is included in the financial statements. With few exceptions, the plan is no longer subject to income tax examinations by u.s. Federal, state, or local tax authorities for years before 2010.”

Raw XML Appendix395 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/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8INSTITUTIONAL TRUSTEE
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT EVALUATED THE PLANS TAX POSITIONS IN ACCORDANCE WITH THE FASB GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND CONCLUDED THAT THE PLAN IS SUBJECT TO UNRELATED BUSINESS INCOME TAX AND THUS A PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WELLS FARGO BANK IS TRUSTEE OF PIEDMONT NATURAL GAS 501(C)9 RETIRED BARGAINING UNIT EMPLOYEES AND AS SUCH MANAGES AND ADMINISTERS THE PLAN AS AN INSTITUTIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PIEDMONT NATURAL GAS BOARD OF DIRECTORS APPOINTS MEMBERS TO THE BENEFITS PLAN COMMITTEE WHICH COMPRISES THE GOVERNING BODY OF THIS VEBA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO FILING THE 990, THE FOLLOWING PERSONS REVIEWED THIS FORM IN DETAIL: PIEDMONT NATURAL GAS DIRECTOR OF TAX PLANNING AND MANAGEMENT AND THE PIEDMONT NATURAL GAS H.R. BUSINESS CONSULTANT OF FINANCIAL ANALYSIS AND REPORTING. A COPY OF THE FORM 990 WAS NOT PROVIDED TO ALL BOARD MEMBERS AS IT WAS DETERMINED THAT THE PERSONS NOTED ABOVE ARE THE BEST QUALIFIED TO REVIEW THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0560556998
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0UTILITIES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10PIEDMONT NATURAL GAS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine10PO BOX 33068
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0CHARLOTTE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode028233
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10PNG 501(C)9 RETIRED NON-BARGAINING EMPL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11EMPLOYEE'S BENEFICIARY ASSOCIATION PNG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0561895440
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1561481609
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VEBA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1VEBA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10C/O WELLS FARGO 401 S TRYON ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11C/O WELLS FARGO 401 S TRYON ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0CHARLOTTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1CHARLOTTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode028288
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode128288
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PIEDMONT NATURAL GAS IS THE SPONSORING COMPANY FOR THIS ORGANIZATION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012392471
IRS990/TotalAssetsEOYAmt013652858
IRS990/TotalAssetsGrp/BOYAmt012392471
IRS990/TotalAssetsGrp/EOYAmt013652858
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0352037
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012392471
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013652858
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt022869
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0641799
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022869
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0664668
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012392471
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013652858
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine104720 PIEDMONT ROW DR
IRS990/USAddress/City0CHARLOTTE
IRS990/USAddress/State0NC
IRS990/USAddress/ZIPCode028210
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER OSBORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INSTITUTIONAL TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07043743292
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10PIEDMONT NATURAL GAS 501(C)(9) RETIRED
ReturnHeader/Filer/BusinessName/BusinessNameLine20BARGAINING UNIT EMPLOYEES
ReturnHeader/Filer/BusinessNameControlTxt0PIED
ReturnHeader/Filer/EIN0561895438
ReturnHeader/Filer/PhoneNum07043743292
ReturnHeader/Filer/USAddress/AddressLine10C/O WELLS FARGO 401 S TRYON ST NO
ReturnHeader/Filer/USAddress/AddressLine20TH-14
ReturnHeader/Filer/USAddress/City0D CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028288
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10101 N TRYON STREET SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode028246
ReturnHeader/PreparerPersonGrp/PhoneNum07049985200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG BERTOSSI
ReturnHeader/ReturnTs02014-11-14T08:27:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,652,858
Liabilities
$0
Net assets
$13,652,858
Revenue
$664,668
Expenses
$352,037
Net income
$312,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.91$0.32$0.59
2023Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$1.97$0.31$1.67
2022Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.89$0.32$0.57
2021Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$1.51$0.32$1.19
2020Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$0.90$0.43$0.47
2019Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.92$0.36$0.57
2018Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.83$0.30$0.53
2017Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.68$0.03$0.65
2016Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.68$0.00$0.68
2015Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.79$0.21$0.58
2014Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.09$0.24$0.85
2013Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.66$0.35$0.31
2012Summary only. Only limited summary data is available for this year.$12.4$0.00$12.4$0.53$0.36$0.16
2011Summary only. Only limited summary data is available for this year.$11.2$0.00$11.2$0.64$0.62$0.02
2010Summary only. Only limited summary data is available for this year.$11.7$0.00$11.7$0.57$0.88$0.31