Civic Intelligence

Cf Real Estate Services LLC Em-

990 • Fiscal year 2020 • EIN 58-1996301

Nov 01, 2019 to Oct 31, 2020 • Filed on Aug 25, 2021

Organization ProfileN/A
710 Peachtree St NE Ste 100Atlanta, GA 30308

(404) 459-6100

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

39th percentile

0.1%

Higher net margin than 39% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$290,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

37th percentile

0.8%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$300,677

Up $2,519 (+0.8%) from 2019

Net Assets

Up

$300,677

Up $2,519 (+0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin39th percentile

Revenue

Down

$3,495,319

Down $725,156 (-17%) from 2019

Expenses

Down

$3,492,800

Down $696,338 (-17%) from 2019

Net Income

Down

$2,519

Down $28,818 (-92%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,220,249Liabilities 2011: $0Net Assets 2011: $1,220,2492011Assets 2012: $1,091,157Liabilities 2012: $0Net Assets 2012: $1,091,1572012Assets 2013: $756,910Liabilities 2013: $0Net Assets 2013: $756,9102013Assets 2014: $438,349Liabilities 2014: $0Net Assets 2014: $438,3492014Assets 2015: $594,510Liabilities 2015: $0Net Assets 2015: $594,5102015Assets 2016: $223,138Liabilities 2016: $0Net Assets 2016: $223,1382016Assets 2017: $248,660Liabilities 2017: $0Net Assets 2017: $248,6602017Assets 2018: $266,821Liabilities 2018: $0Net Assets 2018: $266,8212018Assets 2019: $298,158Liabilities 2019: $0Net Assets 2019: $298,1582019Assets 2020: $300,677Liabilities 2020: $0Net Assets 2020: $300,6772020Assets 2021: $34,410Liabilities 2021: $0Net Assets 2021: $34,4102021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$300,677
Liabilities$0
Net Assets$300,677
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,531,385Expenses 2011: $3,066,413Net Income 2011: $464,9722011Revenue 2012: $2,869,050Expenses 2012: $2,998,142Net Income 2012: -$129,0922012Revenue 2013: $2,743,912Expenses 2013: $3,078,159Net Income 2013: -$334,2472013Revenue 2014: $4,008,894Expenses 2014: $4,327,455Net Income 2014: -$318,5612014Revenue 2015: $4,753,003Expenses 2015: $4,596,842Net Income 2015: $156,1612015Revenue 2016: $3,722,782Expenses 2016: $4,094,154Net Income 2016: -$371,3722016Revenue 2017: $3,945,214Expenses 2017: $3,919,692Net Income 2017: $25,5222017Revenue 2018: $3,707,640Expenses 2018: $3,689,479Net Income 2018: $18,1612018Revenue 2019: $4,220,475Expenses 2019: $4,189,138Net Income 2019: $31,3372019Revenue 2020: $3,495,319Expenses 2020: $3,492,800Net Income 2020: $2,5192020Revenue 2021: $2,230,169Expenses 2021: $2,496,436Net Income 2021: -$266,2672021Revenue 2022: $43Expenses 2022: $34,453Net Income 2022: -$34,4102022

Highlighted filing

2020

Revenue$3,495,319
Expenses$3,492,800
Net Income$2,519
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Aug 25, 2021
Return Version
2019v5.0
Gross Receipts
$3,495,319
Mission and Program Overview

Mission

Veba trust established to accept employer and participant contributions to employee welfare benefit plans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$284,984$303,820▲ $18,836
Rtn Earn Endowment Incm Other Fnds$298,158$300,677▲ $2,519
Cash and Non-Interest-Bearing Accounts$13,174$-3,143▼ $16,317
Total Assets$298,158$300,677▲ $2,519
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$298,158$300,677▲ $2,519
Total Liabilities and Net Assets / Fund Balance$298,158$300,677▲ $2,519
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Brett L FinkelsteinTrustee
James MauckOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,470,505
Investment Income
$24,814
Other Revenue
$0
Change in Net Assets
$2,519
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$892,906
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$2,599,894--$2,599,894
Other Expenses$834,498$49,884-$49,884
Fees for Services Accounting-$8,524-$8,524
Total Functional Expenses$3,434,392$58,408$0$3,492,800
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, Page 6, Part VI, Line 8A

“N/A - NO MEETINGS HELD”

Form 990, Page 6, Part VI, Line 8B

“N/A - NO MEETINGS HELD”

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

“REVIEWED BY OFFICER”

Form 990, Page 6, Part VI, Line 19

“Documents not made available to the public”

Filing and Contact Details

Filer

Filer Name
Cf Real Estate Services LLC Em-
EIN
58-1996301
Phone
4044596100
Address
710 PEACHTREE ST NE STE 100, ATLANTA, GA 30308

Signing Officer

Name
James Mauck
Title
Officer
Phone
4044596100
Signed
2021-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brett L Finkelstein
Formed
1992
Legal Domicile
Ga
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Rand & Casey Pc
Address
2120 POWERS FERRY RD SE STE 325, ATLANTA, GA 30339-5024
Preparer
Anne R Casey
Phone
4042509053
Supplemental Narrative

Additional Explanations

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

“The organization provided medical, dental, hospitalization, life insurance, and disability benefits to eligible employees and their dependents.”

Raw XML Appendix279 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0VEBA TRUST ESTABLISHED TO ACCEPT EMPLOYER AND PARTICIPANT CONTRIBUTIONS TO EMPLOYEE WELFARE BENEFIT PLANS.
IRS990/BenefitsToMembersGrp/ProgramServicesAmt02599894
IRS990/BenefitsToMembersGrp/TotalAmt02599894
IRS990/BooksInCareOfDetail/PersonNm0JAMES MAUCK
IRS990/BooksInCareOfDetail/PhoneNum04044596100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0710 PEACHTREE ST NE STE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030308
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IRS990/CashNonInterestBearingGrp/BOYAmt013174
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
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IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02599894
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt0892906
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03470505
IRS990/CYRevenuesLessExpensesAmt02519
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03492800
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03495319
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0N/A
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08524
IRS990/FeesForServicesAccountingGrp/TotalAmt08524
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES MAUCK
IRS990/Form990PartVIISectionAGrp/PersonNm1BRETT L FINKELSTEIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0290000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1200000
IRS990/Form990PartVIISectionAGrp/TitleTxt0OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03495319
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt024814
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024814
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0284984
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0303820
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0VEBA TRUST ESTABLISHED TO ACCEPT EMPLOYER AND PARTICIPANT CONTRIBUTIONS TO EMPLOYEE WELFARE BENEFIT PLANS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0298158
IRS990/NetAssetsOrFundBalancesEOYAmt0300677
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0TPA FEES & PREMIUMS
IRS990/OtherExpensesGrp/Desc1OTHER FUNCTIONAL EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt049884
IRS990/OtherExpensesGrp/ProgramServicesAmt0834498
IRS990/OtherExpensesGrp/TotalAmt0834498
IRS990/OtherExpensesGrp/TotalAmt149884
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRETT L FINKELSTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03470505
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03470505
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ORGANIZATION PROVIDED MEDICAL, DENTAL, HOSPITALIZATION, LIFE INSURANCE, AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03338978
IRS990/PYInvestmentIncomeAmt033533
IRS990/PYOtherExpensesAmt0850160
IRS990/PYProgramServiceRevenueAmt04186942
IRS990/PYRevenuesLessExpensesAmt031337
IRS990/PYTotalExpensesAmt04189138
IRS990/PYTotalRevenueAmt04220475
IRS990/ReconcilationRevenueExpnssAmt02519
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0298158
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0300677
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0290000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1200000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES MAUCK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BRETT L FINKELSTEIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0290000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1200000
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDED MEDICAL, DENTAL, HOSPITALIZATION, LIFE INSURANCE, AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A - NO MEETINGS HELD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A - NO MEETINGS HELD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED BY OFFICER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0462247354
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0GA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0REAL ESTAT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0CF REAL ESTATE SVCS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0710 PEACHTREE ST SUITE 100
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0ATLANTA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd030308
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt043916
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11964448
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CF REAL ESTATE SERVICES LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CF REAL ESTATE SERVICES LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0298158
IRS990/TotalAssetsEOYAmt0300677
IRS990/TotalAssetsGrp/BOYAmt0298158
IRS990/TotalAssetsGrp/EOYAmt0300677
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058408
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03434392
IRS990/TotalFunctionalExpensesGrp/TotalAmt03492800
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0298158
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0300677
IRS990/TotalProgramServiceRevenueAmt03470505
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03495319
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03495319
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0298158
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0300677
IRS990/TotReportableCompRltdOrgAmt0490000
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0710 PEACHTREE STREET SUITE 100
IRS990/USAddress/CityNm0ATLANTA
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030308
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MAUCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04044596100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CF REAL ESTATE SERVICES LLC EM-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PLOYEE WELFARE BENEFIT PLANS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LANE
ReturnHeader/Filer/EIN0581996301
ReturnHeader/Filer/PhoneNum04044596100
ReturnHeader/Filer/USAddress/AddressLine1Txt0710 PEACHTREE ST NE STE 100
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030308
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581896864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAND & CASEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02120 POWERS FERRY RD SE STE 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303395024
ReturnHeader/PreparerPersonGrp/PhoneNum04042509053
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE R CASEY
ReturnHeader/ReturnTs02021-09-02T11:43:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,677
Liabilities
$0
Net assets
$300,677
Revenue
$3,495,319
Expenses
$3,492,800
Net income
$2,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$2.23$2.50$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$3.50$3.49$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$4.22$4.19$0.03
2018Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$3.71$3.69$0.02
2017Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$3.95$3.92$0.03
2016Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$3.72$4.09$0.37
2015Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$4.75$4.60$0.16
2014Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$4.01$4.33$0.32
2013Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$2.74$3.08$0.33
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$2.87$3.00$0.13
2011Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$3.53$3.07$0.46