Civic Intelligence

Fogelman Properties Inc Employee Benefit Trust

990 • Fiscal year 2018 • EIN 58-1749514

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

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

0.22x

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

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.10x

Higher debt load relative to revenue than 71% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

43rd percentile

1.5%

Higher net margin than 43% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

8.4%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$2,837,525

Up $468,342 (+20%) from 2017

Net Assets

Up

$2,220,850

Up $90,010 (+4.2%) from 2017

Liabilities

Up

$616,675

Up $378,332 (+159%) from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin43rd percentile

Revenue

Up

$6,085,438

Up $470,546 (+8.4%) from 2017

Expenses

Up

$5,995,428

Up $1,242,717 (+26%) from 2017

Net Income

Down

$90,010

Down $772,171 (-90%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2018

Assets$2,837,525
Liabilities$616,675
Net Assets$2,220,850
Open 2018 Filing

Operations Trend

Revenue Growth65th 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

2018

Revenue$6,085,438
Expenses$5,995,428
Net Income$90,010
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$6,085,438
Mission and Program Overview

Mission

SEE PART III 4A

SEE "PART III 4A".

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,076,180$2,731,215▲ $655,035
Rtn Earn Endowment Incm Other Fnds$2,130,840$2,220,850▲ $90,010
Accounts Receivable$293,003$106,310▼ $186,693
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,369,183$2,837,525▲ $468,342
Liabilities
Other Liabilities$226,820$605,675▲ $378,855
Accounts Payable and Accrued Expenses$11,523$11,000▼ $523
Total Liabilities$238,343$616,675▲ $378,332
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,130,840$2,220,850▲ $90,010
Total Liabilities and Net Assets / Fund Balance$2,369,183$2,837,525▲ $468,342
Compensation and Service Providers
Top Officer Pay49th 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
$6,085,438
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$90,010

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,085,438
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,085,438
Total Revenue per Form 990
$6,085,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,220,882
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$4,774,546--$4,774,546
Insurance$809,683--$809,683
Fees for Services Management$395,220--$395,220
Fees for Services Accounting$15,979--$15,979
Total Functional Expenses$5,995,428$0$0$5,995,428

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,995,428
Expenses per Audited Statements$5,616,573
Total Expenses per Audited Statements$5,616,573
Expenses Not Reported on Financial Statements$378,855
Other Expense Adjustments$378,855
Expenses Not Reported on Form 990$0
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$605,675
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
2019-11-06
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
Kathy Pennella
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 378,855.”

Raw XML Appendix325 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGES IN BENEFIT OBLIGATIONS 378,855.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PhoneNum09017676500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
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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
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:16:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274080201
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038137
ReturnHeader/PreparerPersonGrp/PhoneNum09016855575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHY PENNELLA
ReturnHeader/ReturnTs02019-11-06T11:59:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,837,525
Liabilities
$616,675
Net assets
$2,220,850
Revenue
$6,085,438
Expenses
$5,995,428
Net income
$90,010
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