Civic Intelligence

Utilities Employees Association Inc

EIN 58-0801511 • 501(c)9 • Atlanta, GA

Profile

To provide immediate medical care for marta employees

PO Box 110204Atlanta, GA 30311
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.00x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

82nd percentile

0.01x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Net Margin

53rd percentile

-6.9%

Higher net margin than 53% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2023

Asset Growth

72nd percentile

-1.9%

Faster asset growth than 72% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

2.0%

Faster revenue growth than 73% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$374,160

Down $7,353 (-1.9%) from 2022

Liabilities

Up

$670

Up $39 (+6.2%) from 2022

Net Assets

Down

$373,490

Down $7,392 (-1.9%) from 2022

Revenue

Up

$106,424

Up $2,094 (+2.0%) from 2022

Expenses

Up

$113,816

Up $1,797 (+1.6%) from 2022

Net Income

Up

-$7,392

Up $297 (+3.9%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $487,971Liabilities 2012: $18Net Assets 2012: $487,9532012Assets 2013: $507,599Liabilities 2013: $19Net Assets 2013: $507,5802013Assets 2014: $528,177Liabilities 2014: $36Net Assets 2014: $528,1412014Assets 2015: $526,227Liabilities 2015: $125Net Assets 2015: $526,1022015Assets 2016: $508,404Liabilities 2016: $44Net Assets 2016: $508,3602016Assets 2017: $488,241Liabilities 2017: $44Net Assets 2017: $488,1972017Assets 2018: $456,118Liabilities 2018: $376Net Assets 2018: $455,7422018Assets 2019: $404,737Liabilities 2019: $376Net Assets 2019: $404,3612019Assets 2020: $380,257Liabilities 2020: $264Net Assets 2020: $379,9932020Assets 2021: $389,073Liabilities 2021: $502Net Assets 2021: $388,5712021Assets 2022: $381,513Liabilities 2022: $631Net Assets 2022: $380,8822022Assets 2023: $374,160Liabilities 2023: $670Net Assets 2023: $373,4902023

Highlighted filing

2023

Assets$374,160
Liabilities$670
Net Assets$373,490

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2012: $152,625Expenses 2012: $167,441Net Income 2012: -$14,8162012Revenue 2013: $152,513Expenses 2013: $132,886Net Income 2013: $19,6272013Revenue 2014: $142,213Expenses 2014: $121,652Net Income 2014: $20,5612014Revenue 2015: $146,804Expenses 2015: $148,843Net Income 2015: -$2,0392015Revenue 2016: $141,976Expenses 2016: $159,718Net Income 2016: -$17,7422016Revenue 2017: $129,022Expenses 2017: $149,185Net Income 2017: -$20,1632017Revenue 2018: $123,718Expenses 2018: $156,173Net Income 2018: -$32,4552018Revenue 2019: $119,758Expenses 2019: $171,139Net Income 2019: -$51,3812019Revenue 2020: $126,845Expenses 2020: $151,213Net Income 2020: -$24,3682020Revenue 2021: $116,318Expenses 2021: $107,740Net Income 2021: $8,5782021Revenue 2022: $104,330Expenses 2022: $112,019Net Income 2022: -$7,6892022Revenue 2023: $106,424Expenses 2023: $113,816Net Income 2023: -$7,3922023

Highlighted filing

2023

Revenue$106,424
Expenses$113,816
Net Income-$7,392

Filings

Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jun 28, 2022
Return Version
2021v4.0
Gross Receipts
$104,330
Mission and Program Overview

Mission

To provide immediate medical care for marta employees

Provide immediate medical assistance to marta employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$388,571$380,882▼ $7,689
Savings and Temporary Cash Investments$378,781$370,395▼ $8,386
Inventories for Sale or Use$10,292$10,968▲ $676
Other Notes and Loans Receivable, Net-$150-
Total Assets$389,073$381,513▼ $7,560
Liabilities
Accounts Payable and Accrued Expenses$502$631▲ $129
Total Liabilities$502$631▲ $129
Net Assets / Fund Balance
Total Net Assets Fund Balance$388,571$380,882▼ $7,689
Total Liabilities and Net Assets / Fund Balance$389,073$381,513▼ $7,560

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$24,472-
Compensation and Service Providers

Employees

NameTitleBaseTotal
Johnny K ThomasSecretary/tr$15,881$15,881
Kenneth KincaidDirector$6,650$6,650
Theresa Livsey LemomsDirector$5,000$5,000
Vivian HarstonDirector$4,459$4,459
Barbara HarrisDirector$3,500$3,500
Albert SearcyDirector$3,000$3,000
Jasper P Lemons JrDirector$450$450
Revenue and Support

Revenue Composition

Contributions and Grants
$98,128
Program Service Revenue
$0
Investment Income
$6,202
Other Revenue
$0
Change in Net Assets
$-7,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,334
Salaries, Compensation, and Employee Benefits$38,044
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$31,598$5,856-$37,454
Benefits to Members$29,641--$29,641
Information Technology-$9,426-$9,426
Occupancy$5,000--$5,000
Fees for Services Accounting-$3,864-$3,864
Office Expenses-$2,843-$2,843
Payroll Taxes-$590-$590
Other Expenses$20,560$421-$421
All Other Expenses-$339-$339
Total Functional Expenses$86,799$25,220$0$112,019
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
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

A copy of form 990 is reviewed at board of directors meeting prior to filing. Utilities employees assocaiton, inc. Makes its governing documents and financial statements available to the public within 30 days of receifing written requests.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Utilities Employees Association
EIN
58-0801511
Phone
4045254309
Address
PO BOX 110204, ATLANTA, GA 30311

Signing Officer

Name
Johnny K Thomas
Title
Secretary/treasurer
Phone
4045254309
Signed
2022-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Johnny K Thomas
Formed
1954
Legal Domicile
Ga
Voting Board Members
7
Independent Board Members
7
Employees
1

Preparer

Firm
Kerker & Fleisher Pc
Address
2751 BUFORD HWY NE STE 400, ATLANTA, GA 30324-5456
Preparer
Neal Fleisher
Phone
4048731636
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Provide immediate medical care for marta employees

Raw XML Appendix290 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/GrantToRelatedPersonInd0false
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IRS990/IndoorTanningServicesInd0false
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IRS990/IRPDocumentCnt07
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IRS990/LandBldgEquipAccumDeprecAmt024472
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IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt098128
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0388571
IRS990/NetAssetsOrFundBalancesEOYAmt0380882
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt05000
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc1AUTO EXPENSE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS REVIEWED AT BOARD OF DIRECTORS MEETING PRIOR TO FILING. UTILITIES EMPLOYEES ASSOCAITON, INC. MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WITHIN 30 DAYS OF RECEIFING WRITTEN REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-28
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ReturnHeader/Filer/EIN0580801511
ReturnHeader/Filer/PhoneNum04045254309
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
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ReturnHeader/PreparerPersonGrp/PhoneNum04048731636
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEAL FLEISHER
ReturnHeader/ReturnTs02022-07-07T06:51:32-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THOMAS
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • <$500k nonprofits