Civic Intelligence

Alex Lee Inc Voluntary Employees Beneficiary Assoc

990 • Fiscal year 2014 • EIN 57-0742607

Sep 29, 2013 to Sep 27, 2014 • Filed on May 12, 2015

Organization ProfileN/A

View Organization Page

PO Box 80028603

(828) 725-4424

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.00x

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

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

20th percentile

-5.1%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

58th percentile

$23,680

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$10,247,853

Down $1,562,046 (-13%) from 2013

Net Assets

Down

$10,247,853

Down $1,562,046 (-13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin20th percentile

Revenue

$30,681,628

No earlier filing loaded for comparison.

Expenses

Up

$32,243,674

Up $950,408 (+3.0%) from 2013

Net Income

-$1,562,046

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$15M$10M$5.0M$0Assets 2010: $13,104,290Liabilities 2010: $0Net Assets 2010: $13,104,2902010Assets 2011: $13,117,238Liabilities 2011: $0Net Assets 2011: $13,117,2382011Assets 2012: $12,612,027Liabilities 2012: $0Net Assets 2012: $12,612,0272012Assets 2013: $11,809,899Liabilities 2013: $0Net Assets 2013: $11,809,8992013Assets 2014: $10,247,853Liabilities 2014: $0Net Assets 2014: $10,247,8532014Assets 2015: $10,261,247Liabilities 2015: $0Net Assets 2015: $10,261,2472015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$10,247,853
Liabilities$0
Net Assets$10,247,853
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$20M$0-$20MExpenses 2010: $38,264,0412010Expenses 2011: $36,292,8522011Expenses 2012: $35,868,7712012Expenses 2013: $31,293,2662013Revenue 2014: $30,681,628Expenses 2014: $32,243,674Net Income 2014: -$1,562,0462014Revenue 2015: $31,505,887Expenses 2015: $31,492,493Net Income 2015: $13,3942015Revenue 2016: $16,673,649Expenses 2016: $26,934,896Net Income 2016: -$10,261,2472016Revenue 2017: $122,595Expenses 2017: $122,595Net Income 2017: $02017

Highlighted filing

2014

Revenue$30,681,628
Expenses$32,243,674
Net Income-$1,562,046
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 29, 2013 to Sep 27, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$30,681,628
Mission and Program Overview

Mission

To provide medical, dental and vision benefits to participating employees and their dependents, and to retired former employees.

To provide medical, dental and vision benefits to participating & former employees & dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,809,899$10,247,853▼ $1,562,046
Savings and Temporary Cash Investments$11,690,210$10,149,545▼ $1,540,665
Cash and Non-Interest-Bearing Accounts$119,689$98,308▼ $21,381
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,809,899$10,247,853▼ $1,562,046
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,809,899$10,247,853▼ $1,562,046
Total Liabilities and Net Assets / Fund Balance$11,809,899$10,247,853▼ $1,562,046
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
Wells FargoTrustee$23,680$23,680

Highest Paid Contractors

ContractorServicesLocationCompensation
CignaClaims Processing Fee-$2,267,082
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,673,520
Investment Income
$8,108
Other Revenue
$0
Change in Net Assets
$-1,562,046

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,681,610
Revenue Not Reported on Financial Statements
$18
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$18
Total Revenue per Audited Statements
$30,681,610
Total Revenue per Form 990
$30,681,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,400,949
Salaries, Compensation, and Employee Benefits$23,680
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$29,819,045--$29,819,045
Fees for Services Other$2,267,082--$2,267,082
Current Officers, Directors, Trustees, and Key Employees$23,680--$23,680
Fees for Services Accounting$20,300--$20,300
Other Expenses$7,088--$7,088
Total Functional Expenses$32,243,674$0$0$32,243,674

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$32,243,674
Total Expenses per Audited Statements$31,929,123
Expenses per Audited Statements$31,768,152
Expenses Not Reported on Financial Statements$475,522
Other Expense Adjustments$475,522
Expenses Not Reported on Form 990$160,971
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
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 A, Line 8A

“The organization is a voluntary employees beneficiary association (veba) and as such does not have a governing body”

Form 990, Part VI, Section A, Line 8B

“The organization is a voluntary employees beneficiary association (veba) and as such does not have a governing body or committees.”

Form 990, Part VI, Section B, Line 11

“The organization is a voluntary employees beneficiary association (veba) and as such does not have a governing body. Form 990 is prepared by an independent accounting firm. The form is completed using data received from the trustee for the specific fiscal year. Form 990 and all supporting schedules are reviewed and approved by the corporate controller of alex lee, inc.”

Form 990, Part VI, Section C, Line 19

“As a voluntary employees benefit association (veba) no documents are made available to the public.”

Form 990, Part VII

“Wells fargo - 401 s. Tryon st., charlotte, nc 28202.”

Filing and Contact Details

Filer

EIN
57-0742607
Phone
8287254424

Signing Officer

Name
Joyce Reto
Title
Chief Financial Officer
Phone
8287254424
Signed
2015-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyce Reto
Formed
1982
Legal Domicile
Nc
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Renee Clark
Phone
3367148100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There have been no changes from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The plan sponsor has determined that it does not have any material unrecognized tax benefits or obligations as of october 1, 2014.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“INTEREST RECEIVABLE”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“ADMINISTRATIVE EXPENSE”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“BENEFITS”

Sch. D, Part XI Line 4B

“Part xii, line 4b - accrued interst receivable not inlcuded on cash basis form 990 - $76; prior year accrued interest receivable included on cash basis form 990 - $94.”

Sch. D, Part XII Line 2D

“Part xii, line 2d - administrative expenses recorded on financial statements not included on cash basis form 990 in current year - $160,971.”

Sch. D, Part XII Line 4B

“Part xii, line 4b - benefit payments recorded on financial statements not included on cash basis form 990 in current year - $475,522.”

Raw XML Appendix288 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/ProgramServicesAmt029819045
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IRS990/BooksInCareOfDetail/PhoneNum07043744042
IRS990/BooksInCareOfDetail/USAddress/AddressLine10401 S TRYON ST
IRS990/BooksInCareOfDetail/USAddress/City0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/State0NC
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine10ROUTE C3FIN
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode006152
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10CIGNA
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IRS990/Desc0PROVIDED MEDICAL, DENTAL AND VISION BENEFITS TO PARTICIPATING EMPLOYEES AND THEIR DEPENDENTS, AND RETIRED FORMER EMPLOYEES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
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IRS990/EmployeeCnt00
IRS990/ExpenseAmt032243674
IRS990/FamilyOrBusinessRlnInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt023680
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt030681628
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08108
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt08108
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MethodOfAccountingCashInd0X
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IRS990/MissionDesc0TO PROVIDE MEDICAL, DENTAL AND VISION BENEFITS TO PARTICIPATING EMPLOYEES AND THEIR DEPENDENTS, AND TO RETIRED FORMER EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011809899
IRS990/NetAssetsOrFundBalancesEOYAmt010247853
IRS990/NetUnrelatedBusTxblIncmAmt05287
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ACTUARIAL FEE
IRS990/OtherExpensesGrp/Desc112 B-1 FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0106479
IRS990/OtherExpensesGrp/ProgramServicesAmt17088
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IRS990/OtherExpensesGrp/TotalAmt17088
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOYCE RETO
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IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030673520
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt028763204
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013892
IRS990/PYOtherExpensesAmt02504487
IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt0-802128
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IRS990/PYTotalRevenueAmt030491138
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IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0160971
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0475522
IRS990ScheduleD/ExpensesSubtotalAmt031768152
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherExpensesNotIncludedAmt0475522
IRS990ScheduleD/OtherRevenuesNotIncludedAmt018
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018
IRS990ScheduleD/RevenueSubtotalAmt030681610
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN SPONSOR HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF OCTOBER 1, 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INTEREST RECEIVABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE EXPENSE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3BENEFITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4PART XII, LINE 4B - ACCRUED INTERST RECEIVABLE NOT INLCUDED ON CASH BASIS FORM 990 - $76; PRIOR YEAR ACCRUED INTEREST RECEIVABLE INCLUDED ON CASH BASIS FORM 990 - $94.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt5PART XII, LINE 2D - ADMINISTRATIVE EXPENSES RECORDED ON FINANCIAL STATEMENTS NOT INCLUDED ON CASH BASIS FORM 990 IN CURRENT YEAR - $160,971.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt6PART XII, LINE 4B - BENEFIT PAYMENTS RECORDED ON FINANCIAL STATEMENTS NOT INCLUDED ON CASH BASIS FORM 990 IN CURRENT YEAR - $475,522.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4SCH. D, PART XI LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc5SCH. D, PART XII LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc6SCH. D, PART XII LINE 4B
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt031929123
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION (VEBA) AND AS SUCH DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION (VEBA) AND AS SUCH DOES NOT HAVE A GOVERNING BODY OR COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS A VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION (VEBA) AND AS SUCH DOES NOT HAVE A GOVERNING BODY. FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM IS COMPLETED USING DATA RECEIVED FROM THE TRUSTEE FOR THE SPECIFIC FISCAL YEAR. FORM 990 AND ALL SUPPORTING SCHEDULES ARE REVIEWED AND APPROVED BY THE CORPORATE CONTROLLER OF ALEX LEE, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS A VOLUNTARY EMPLOYEES BENEFIT ASSOCIATION (VEBA) NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WELLS FARGO - 401 S. TRYON ST., CHARLOTTE, NC 28202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAVE BEEN NO CHANGES FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011809899
IRS990/TotalAssetsEOYAmt010247853
IRS990/TotalAssetsGrp/BOYAmt011809899
IRS990/TotalAssetsGrp/EOYAmt010247853
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032243674
IRS990/TotalFunctionalExpensesGrp/TotalAmt032243674
IRS990/TotalGrossUBIAmt08108
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011809899
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010247853
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt032243674
IRS990/TotalProgramServiceRevenueAmt030673520
IRS990/TotalReportableCompFromOrgAmt023680
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030681628
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt08108
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011809899
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010247853
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 800
IRS990/USAddress/City0HICKORY
IRS990/USAddress/State0NC
IRS990/USAddress/ZIPCode028603
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE RETO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08287254424
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALEX LEE INC VOLUNTARY EMPLOYEES
ReturnHeader/Filer/BusinessName/BusinessNameLine20BENEFICIARY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0570742607
ReturnHeader/Filer/PhoneNum08287254424
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 800
ReturnHeader/Filer/USAddress/City0HICKORY
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DIXON HUGHES GOODMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10ONE WEST FOURTH STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WINSTONSALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027101
ReturnHeader/PreparerPersonGrp/PhoneNum03367148100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RENEE CLARK
ReturnHeader/ReturnTs02015-05-14T11:41:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-29
ReturnHeader/TaxPeriodEndDt02014-09-27
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,247,853
Liabilities
$0
Net assets
$10,247,853
Revenue
$30,681,628
Expenses
$32,243,674
Net income
-$1,562,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$0.12$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$16.7$26.9$10.3
2015Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$31.5$31.5$0.01
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$30.7$32.2$1.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.00$11.8$31.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$0.00$12.6$35.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.00$13.1$36.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.00$13.1$38.3