Civic Intelligence

Cwm Employee Benefit Trust

990 • Fiscal year 2019 • EIN 58-1584846

May 01, 2018 to Apr 30, 2019 • Filed on Sep 16, 2019

Organization ProfileN/A
PO Drawer 970Marietta, GA 30061

(770) 422-7520

Siviq Scores

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

Liabilities / Assets

74th percentile

0.20x

Higher debt load relative to assets than 74% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.07x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

97th percentile

71%

Faster asset growth than 97% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

34%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$3,552,674

Up $1,473,831 (+71%) from 2018

Net Assets

Up

$2,832,498

Up $1,477,303 (+109%) from 2018

Liabilities

Down

$720,176

Down $3,472 (-0.5%) from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin68th percentile

Revenue

Up

$10,659,377

Up $2,692,627 (+34%) from 2018

Expenses

Up

$9,182,074

Up $1,018,192 (+12%) from 2018

Net Income

Up

$1,477,303

Up $1,674,435 (+849%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1,084,234Liabilities 2012: $0Net Assets 2012: $1,084,2342012Assets 2013: $343,175Liabilities 2013: $0Net Assets 2013: $343,1752013Assets 2014: $234,310Liabilities 2014: $0Net Assets 2014: $234,3102014Assets 2015: $541,512Liabilities 2015: $0Net Assets 2015: $541,5122015Assets 2016: $640,787Liabilities 2016: $0Net Assets 2016: $640,7872016Assets 2017: $1,735,046Liabilities 2017: $0Net Assets 2017: $1,735,0462017Assets 2018: $2,078,843Liabilities 2018: $723,648Net Assets 2018: $1,355,1952018Assets 2019: $3,552,674Liabilities 2019: $720,176Net Assets 2019: $2,832,4982019Assets 2020: $3,131,290Liabilities 2020: $237,759Net Assets 2020: $2,893,5312020Assets 2021: $2,913,278Liabilities 2021: $89,968Net Assets 2021: $2,823,3102021Assets 2022: $2,501,146Liabilities 2022: $227,180Net Assets 2022: $2,273,9662022Assets 2023: $2,527,895Liabilities 2023: $372,170Net Assets 2023: $2,155,7252023Assets 2024: $3,016,550Liabilities 2024: $563,067Net Assets 2024: $2,453,4832024Assets 2025: $3,754,192Liabilities 2025: $81,686Net Assets 2025: $3,672,5062025

Highlighted filing

2019

Assets$3,552,674
Liabilities$720,176
Net Assets$2,832,498
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2012: $7,693,438Expenses 2012: $7,288,375Net Income 2012: $405,0632012Revenue 2013: $5,370,456Expenses 2013: $6,111,515Net Income 2013: -$741,0592013Revenue 2014: $6,977,944Expenses 2014: $7,345,937Net Income 2014: -$367,9932014Revenue 2015: $9,768,106Expenses 2015: $9,460,904Net Income 2015: $307,2022015Revenue 2016: $8,070,377Expenses 2016: $7,971,102Net Income 2016: $99,2752016Revenue 2017: $8,241,357Expenses 2017: $7,147,098Net Income 2017: $1,094,2592017Revenue 2018: $7,966,750Expenses 2018: $8,163,882Net Income 2018: -$197,1322018Revenue 2019: $10,659,377Expenses 2019: $9,182,074Net Income 2019: $1,477,3032019Revenue 2020: $10,462,568Expenses 2020: $10,328,635Net Income 2020: $133,9332020Revenue 2021: $11,844,381Expenses 2021: $11,775,081Net Income 2021: $69,3002021Revenue 2022: $11,280,737Expenses 2022: $11,761,807Net Income 2022: -$481,0702022Revenue 2023: $12,925,124Expenses 2023: $13,015,749Net Income 2023: -$90,6252023Revenue 2024: $12,608,650Expenses 2024: $13,926,137Net Income 2024: -$1,317,4872024Revenue 2025: $18,664,556Expenses 2025: $17,751,111Net Income 2025: $913,4452025

Highlighted filing

2019

Revenue$10,659,377
Expenses$9,182,074
Net Income$1,477,303
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 16, 2019
Return Version
2018v3.1
Gross Receipts
$10,659,377
Mission and Program Overview

Mission

Provide medical and disability coverage for members and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,378,273$3,170,669▲ $1,792,396
Rtn Earn Endowment Incm Other Fnds$1,355,195$2,832,498▲ $1,477,303
Accounts Receivable$700,570$382,005▼ $318,565
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,078,843$3,552,674▲ $1,473,831
Liabilities
Accounts Payable and Accrued Expenses$723,648$720,176▼ $3,472
Total Liabilities$723,648$720,176▼ $3,472
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,355,195$2,832,498▲ $1,477,303
Total Liabilities and Net Assets / Fund Balance$2,078,843$3,552,674▲ $1,473,831
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Charles E MatthewsTrustee
Matthew D BurtonTrustee
Michael D BellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,651,749
Investment Income
$7,628
Other Revenue
$0
Change in Net Assets
$1,477,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$585,986
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$8,596,088--$8,596,088
Fees for Services Other$533,046--$533,046
Other Expenses$51,440--$51,440
Office Expenses$1,500--$1,500
Total Functional Expenses$9,182,074$0$0$9,182,074
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 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 2

“Trustee #1, charles matthews, and trustee #3, matthew burton, have a family relationship”

Form 990, Part VI, Section B, Line 11B

“Review is conducted by signing trustee before filing.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public”

Part VII

“All trustees are volunteers of the cwm employee benefit trust. No compensation is provided for service to the trust.”

Filing and Contact Details

Filer

Filer Name
Cwm Employee Benefit Trust
EIN
58-1584846
Phone
7704227520
Address
PO DRAWER 970, MARIETTA, GA 30061

Signing Officer

Name
Michael D Bell
Title
Trustee
Phone
7704227520
Signed
2019-09-16

Organization Details

Principal Officer
Michael D Bell
Formed
1984
Legal Domicile
Ga
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0
Raw XML Appendix297 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/PersonNm1MICHAEL D BELL
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW D BURTON
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE #1, CHARLES MATTHEWS, AND TRUSTEE #3, MATTHEW BURTON, HAVE A FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW IS CONDUCTED BY SIGNING TRUSTEE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL TRUSTEES ARE VOLUNTEERS OF THE CWM EMPLOYEE BENEFIT TRUST. NO COMPENSATION IS PROVIDED FOR SERVICE TO THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0C W MATTHEWS CONTRACTING CO IS BOTH THE SPONSORING ORGANIZATION AND THE SOLE CONTRIBUTING EMPLOYER FOR THE CWM EMPLOYEE BENEFIT TRUST
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt1THE CWM EMPLOYEE BENEFIT TRUST (FILING ORGANIZATION) REIMBURSES C W MATTHEWS CONTRACTING CO(SPONSORING ORGANIZATION) FOR SHORT-TERM DISABILITY BENEFITS ROUTINELY PAID BY THE SPONSORING ORGANIZATION
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt2AS THE CONTRIBUTING EMPLOYER, C W MATTHEWS ROUTINELY MAKES CASH CONTRIBUTIONS TO THE CWM EMPLOYEE BENEFIT TRUST
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV
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IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V LINE 1 P
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07704227520
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-16
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CADA60B338780A4C33228B28E3CC01504B4B1044
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.92.166.35
ReturnHeader/FilingSecurityInformation/IPDt02019-09-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:58:29
ReturnHeader/ReturnTs02019-09-16T08:39:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,552,674
Liabilities
$720,176
Net assets
$2,832,498
Revenue
$10,659,377
Expenses
$9,182,074
Net income
$1,477,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.08$3.67$18.7$17.8$0.91
2024Detailed filing. Detailed filing data is available for this year.$3.02$0.56$2.45$12.6$13.9$1.32
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.37$2.16$12.9$13.0$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.23$2.27$11.3$11.8$0.48
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.09$2.82$11.8$11.8$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.13$0.24$2.89$10.5$10.3$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.55$0.72$2.83$10.7$9.18$1.48
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.72$1.36$7.97$8.16$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$8.24$7.15$1.09
2016Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$8.07$7.97$0.10
2015Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$9.77$9.46$0.31
2014Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$6.98$7.35$0.37
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$5.37$6.11$0.74
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$7.69$7.29$0.41