Civic Intelligence

Fogelman Properties Inc Employee Benefit Trust

990 • Fiscal year 2016 • EIN 58-1749514

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 25, 2017

Organization ProfileN/A
6060 Poplar Avenue Suite 200Memphis, TN 38119-3612

(901) 767-6500

Siviq Scores

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

Liabilities / Assets

76th percentile

0.19x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.06x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

97th percentile

99%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

34%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$1,561,692

Up $778,610 (+99%) from 2015

Net Assets

Up

$1,268,659

Up $820,535 (+183%) from 2015

Liabilities

Down

$293,033

Down $41,925 (-13%) from 2015

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin75th percentile

Revenue

Up

$4,749,423

Up $1,205,554 (+34%) from 2015

Expenses

Up

$3,928,888

Up $225,446 (+6.1%) from 2015

Net Income

Up

$820,535

Up $980,108 (+614%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,904,012Liabilities 2011: $171,973Net Assets 2011: $1,732,0392011Assets 2012: $1,200,093Liabilities 2012: $285,986Net Assets 2012: $914,1072012Assets 2013: $836,756Liabilities 2013: $327,634Net Assets 2013: $509,1222013Assets 2014: $791,006Liabilities 2014: $183,309Net Assets 2014: $607,6972014Assets 2015: $783,082Liabilities 2015: $334,958Net Assets 2015: $448,1242015Assets 2016: $1,561,692Liabilities 2016: $293,033Net Assets 2016: $1,268,6592016Assets 2017: $2,369,183Liabilities 2017: $238,343Net Assets 2017: $2,130,8402017Assets 2018: $2,837,525Liabilities 2018: $616,675Net Assets 2018: $2,220,8502018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$1,561,692
Liabilities$293,033
Net Assets$1,268,659
Open 2016 Filing

Operations Trend

Revenue Growth89th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $2,163,4962011Expenses 2012: $3,347,5802012Revenue 2013: $2,633,298Expenses 2013: $3,038,283Net Income 2013: -$404,9852013Revenue 2014: $3,315,241Expenses 2014: $3,216,666Net Income 2014: $98,5752014Revenue 2015: $3,543,869Expenses 2015: $3,703,442Net Income 2015: -$159,5732015Revenue 2016: $4,749,423Expenses 2016: $3,928,888Net Income 2016: $820,5352016Revenue 2017: $5,614,892Expenses 2017: $4,752,711Net Income 2017: $862,1812017Revenue 2018: $6,085,438Expenses 2018: $5,995,428Net Income 2018: $90,0102018Revenue 2019: $134,918Expenses 2019: $2,341,529Net Income 2019: -$2,206,6112019

Highlighted filing

2016

Revenue$4,749,423
Expenses$3,928,888
Net Income$820,535
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$4,749,423
Mission and Program Overview

Mission

SEE PART III 4A

SEE "PART III 4A".

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$754,381$1,489,259▲ $734,878
Rtn Earn Endowment Incm Other Fnds$448,124$1,268,659▲ $820,535
Accounts Receivable$28,701$72,433▲ $43,732
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$783,082$1,561,692▲ $778,610
Liabilities
Other Liabilities$322,431$280,506▼ $41,925
Accounts Payable and Accrued Expenses$12,527$12,527→ $0
Total Liabilities$334,958$293,033▼ $41,925
Net Assets / Fund Balance
Total Net Assets Fund Balance$448,124$1,268,659▲ $820,535
Total Liabilities and Net Assets / Fund Balance$783,082$1,561,692▲ $778,610
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
John a Randles IiiTrustee
Richard L FogelmanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,749,423
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$820,535

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,749,423
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,749,423
Total Revenue per Form 990
$4,749,423
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$677,163
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$3,251,725--$3,251,725
Insurance$308,376--$308,376
Fees for Services Management$293,740--$293,740
Fees for Services Other$25,600--$25,600
Fees for Services Accounting$14,943--$14,943
Other Expenses$6,700--$6,700
Total Functional Expenses$3,928,888$0$0$3,928,888

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,970,813
Total Expenses per Audited Statements$3,970,813
Total Expenses per Form 990$3,928,888
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-41,925
Other Expense Adjustments$-41,925
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$280,506
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

“Because both trustees work for the trust's related company, all organizational decisions are made during the normal course of business. The meetings were not considered separate from the daily operations of the company and therefore were not documented.”

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

“Not applicable - no separate committees.”

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

“A draft copy of the 990 is given to the trustees, at which time they review and approve the form 990.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents and financial statements are not available to the public. This entity is a veba trust which provides medical benefits to or on behalf of the employees of the plan sponsor which is a private enterprise.”

Filing and Contact Details

Filer

Filer Name
Fogelman Properties Inc Employee
EIN
58-1749514
Phone
9017676500
Address
6060 POPLAR AVENUE SUITE 200, MEMPHIS, TN 38119-3612

Signing Officer

Name
Melissa L Smith
Title
CAO
Phone
9017676500
Signed
2017-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa L Smith
Formed
1985
Legal Domicile
Tn
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Mhm LLC
Address
5100 Poplar Avenue Thirtieth Floor, Memphis, TN 38137
Preparer
Bryan J Koch
Phone
9016855575
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No change in oversight process or selection process during the tax year”

Financial Statement Notes

Part XII, Line 4B - Other Adjustments:

“Changes in benefit obligations -41,925.”

Raw XML Appendix327 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGES IN BENEFIT OBLIGATIONS -41,925.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b - Other Adjustments:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Because both trustees work for the trust's related company, all organizational decisions are made during the normal course of business. The meetings were not considered separate from the daily operations of the company and therefore were not documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Not applicable - no separate committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A draft copy of the 990 is given to the trustees, at which time they review and approve the form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization's governing documents and financial statements are not available to the public. This entity is a veba trust which provides medical benefits to or on behalf of the employees of the plan sponsor which is a private enterprise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGE IN OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA L SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CAO
ReturnHeader/BusinessOfficerGrp/PhoneNum09017676500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOGELMAN PROPERTIES INC EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FOGE
ReturnHeader/Filer/EIN0581749514
ReturnHeader/Filer/PhoneNum09017676500
ReturnHeader/Filer/USAddress/AddressLine1Txt06060 POPLAR AVENUE SUITE 200
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0381193612
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId073FDF5AFA87D673AEB6D21236F631263C1282C02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.40.40.36
ReturnHeader/FilingSecurityInformation/IPDt02017-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:06:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274080201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 Poplar Avenue Thirtieth Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Memphis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038137
ReturnHeader/PreparerPersonGrp/PhoneNum09016855575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bryan J Koch
ReturnHeader/ReturnTs02017-10-26T09:07:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,561,692
Liabilities
$293,033
Net assets
$1,268,659
Revenue
$4,749,423
Expenses
$3,928,888
Net income
$820,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$2.34$2.21
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.62$2.22$6.09$6.00$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.24$2.13$5.61$4.75$0.86
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.29$1.27$4.75$3.93$0.82
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.33$0.45$3.54$3.70$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.18$0.61$3.32$3.22$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.33$0.51$2.63$3.04$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.29$0.91$3.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.17$1.73$2.16