Civic Intelligence

Cwm Employee Benefit Trust

990 • Fiscal year 2025 • EIN 58-1584846

May 01, 2024 to Apr 30, 2025 • Filed on Sep 16, 2025

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

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2025 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2025 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

47th percentile

4.9%

Higher net margin than 47% of similar nonprofits.

2025 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2025 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

89th percentile

24%

Faster asset growth than 89% of similar nonprofits.

2025 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

48%

Faster revenue growth than 93% of similar nonprofits.

2025 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$3,754,192

Up $737,642 (+24%) from 2024

Net Assets

Up

$3,672,506

Up $1,219,023 (+50%) from 2024

Liabilities

Down

$81,686

Down $481,381 (-85%) from 2024

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin47th percentile

Revenue

Up

$18,664,556

Up $6,055,906 (+48%) from 2024

Expenses

Up

$17,751,111

Up $3,824,974 (+27%) from 2024

Net Income

Up

$913,445

Up $2,230,932 (+169%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2025

Assets$3,754,192
Liabilities$81,686
Net Assets$3,672,506
Open 2025 Filing

Operations Trend

Revenue Growth93rd 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

2025

Revenue$18,664,556
Expenses$17,751,111
Net Income$913,445
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Sep 16, 2025
Return Version
2024v5.2
Gross Receipts
$18,664,556
Mission and Program Overview

Mission

Provide medical and disability coverage for members and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,453,483$3,672,506▲ $1,219,023
Accounts Receivable$105,434$3,007,356▲ $2,901,922
Savings and Temporary Cash Investments$2,911,116$746,836▼ $2,164,280
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,016,550$3,754,192▲ $737,642
Liabilities
Accounts Payable and Accrued Expenses$563,067$81,686▼ $481,381
Total Liabilities$563,067$81,686▼ $481,381
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,453,483$3,672,506▲ $1,219,023
Total Liabilities and Net Assets / Fund Balance$3,016,550$3,754,192▲ $737,642
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Daniel P GarciaTrustee
Matthew D BurtonTrustee
Michael D BellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,664,556
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$913,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$734,948
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$17,016,163--$17,016,163
Fees for Services Other$643,990--$643,990
Other Expenses$90,958--$90,958
Total Functional Expenses$17,751,111$0$0$17,751,111
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, Section A, Line 2

“Trustee #3, matthew burton, has 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
2025-09-16

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 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE #3, MATTHEW BURTON, HAS 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/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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07704227520
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CWM EMPLOYEE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CWME
ReturnHeader/Filer/EIN0581584846
ReturnHeader/Filer/PhoneNum07704227520
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ReturnHeader/ReturnTs02025-09-16T09:11:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,754,192
Liabilities
$81,686
Net assets
$3,672,506
Revenue
$18,664,556
Expenses
$17,751,111
Net income
$913,445
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