Civic Intelligence

Southern District Arrangement Fund

990EZ • Fiscal year 2017 • EIN 59-3435312

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization ProfileN/A
2860 NW 27th AveFort Lauderdale, FL 33311

(305) 557-6100

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

62nd percentile

8.9%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

6.0%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

79%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$151,228

Up $8,567 (+6.0%) from 2016

Net Assets

Up

$151,228

Up $8,567 (+6.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin62nd percentile

Revenue

Up

$96,390

Up $42,574 (+79%) from 2016

Expenses

Up

$87,823

Up $81,152 (+1216%) from 2016

Net Income

Down

$8,567

Down $38,578 (-82%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2010: $99,733Net Assets 2010: $99,7332010Assets 2012: $190,359Liabilities 2012: $0Net Assets 2012: $190,3592012Assets 2013: $236,925Liabilities 2013: $0Net Assets 2013: $236,9252013Assets 2014: $284,680Liabilities 2014: $0Net Assets 2014: $284,6802014Assets 2015: $95,516Liabilities 2015: $0Net Assets 2015: $95,5162015Assets 2016: $142,661Liabilities 2016: $0Net Assets 2016: $142,6612016Assets 2017: $151,228Liabilities 2017: $0Net Assets 2017: $151,2282017Assets 2018: $157,518Net Assets 2018: $157,5182018Assets 2019: $129,684Net Assets 2019: $129,6842019Assets 2020: $92,711Net Assets 2020: $92,7112020Assets 2021: $224,188Net Assets 2021: $224,1882021Assets 2022: $159,680Net Assets 2022: $159,6802022Assets 2023: $187,468Net Assets 2023: $187,4682023Assets 2024: $12,356Liabilities 2024: $0Net Assets 2024: $12,3562024

Highlighted filing

2017

Assets$151,228
Liabilities$0
Net Assets$151,228
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $60,437Expenses 2010: $217,731Net Income 2010: -$157,2942010Revenue 2012: $58,091Expenses 2012: $15,835Net Income 2012: $42,2562012Revenue 2013: $50,770Expenses 2013: $4,204Net Income 2013: $46,5662013Revenue 2014: $79,149Expenses 2014: $31,394Net Income 2014: $47,7552014Revenue 2015: $75,638Expenses 2015: $264,802Net Income 2015: -$189,1642015Revenue 2016: $53,816Expenses 2016: $6,671Net Income 2016: $47,1452016Revenue 2017: $96,390Expenses 2017: $87,823Net Income 2017: $8,5672017Revenue 2018: $141,486Expenses 2018: $135,196Net Income 2018: $6,2902018Revenue 2019: $159,733Expenses 2019: $187,567Net Income 2019: -$27,8342019Revenue 2020: $177,592Expenses 2020: $214,565Net Income 2020: -$36,9732020Revenue 2021: $171,136Expenses 2021: $39,659Net Income 2021: $131,4772021Revenue 2022: $171,000Expenses 2022: $235,508Net Income 2022: -$64,5082022Revenue 2023: $182,680Expenses 2023: $154,892Net Income 2023: $27,7882023Revenue 2024: $359,252Expenses 2024: $534,364Net Income 2024: -$175,1122024

Highlighted filing

2017

Revenue$96,390
Expenses$87,823
Net Income$8,567
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Gross Receipts
$96,390
Mission and Program Overview

Mission

To fund activities for the carpenters Southern District.

Program Services

DescriptionGrantsExpenses
To fund activities for the Carpenters Southern District.$0$0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason B EngelsChairman-$0--
James BanksSecretary Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Southern District Arrangement Fund
EIN
59-3435312
Phone
3055576100
Address
2860 NW 27th Ave, Fort Lauderdale, FL 33311

Signing Officer

Name
Jason Engels
Title
Chairman
Phone
3055576100
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Needles & Associates LLC
Address
350 Interlocken Blvd STE 360, Broomfield, CO 80021
Preparer
Kurt D Needles CPA
Phone
3034304225
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest. Amount: 18.”

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: Reimbursements. Amount: 25,000.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Conference/Meeting Expenses. Amount: 47,850. Description: Marketing and Communications. Amount: 30,923. Description: Bank Service Charge. Amount: 12. Total to Form 990-EZ, line 16: 78,785.”

Raw XML Appendix110 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Executive Board
IRS990EZ/BooksInCareOfDetail/PhoneNum03055576100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02860 NW 27th Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Lauderdale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033311
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0142661
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0151228
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt08567
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08862
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0142661
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0151228
IRS990EZ/GrossReceiptsAmt096390
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142661
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0151228
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0142661
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0151228
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jason B Engels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Banks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt078785
IRS990EZ/OtherRevenueTotalAmt025000
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To fund activities for the Carpenters Southern District.
IRS990EZ/PrintingPublicationsPostageAmt0176
IRS990EZ/ProgramServiceRevenueAmt071372
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To fund activities for the Carpenters Southern District.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt087823
IRS990EZ/TotalRevenueAmt096390
IRS990EZ/TypeOfOrganizationOtherDesc0Labor Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 18.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Reimbursements. Amount: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Conference/Meeting Expenses. Amount: 47,850. Description: Marketing and Communications. Amount: 30,923. Description: Bank Service Charge. Amount: 12. Total to Form 990-EZ, line 16: 78,785.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Engels
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum03055576100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southern District Arrangement Fund
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0593435312
ReturnHeader/Filer/PhoneNum03055576100
ReturnHeader/Filer/USAddress/AddressLine1Txt02860 NW 27th Ave
ReturnHeader/Filer/USAddress/CityNm0Fort Lauderdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033311
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08ECBBA6E546A1748E43F5658B94A81202B0E3741
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08ECBBA6E546A1748E43F5658B94A81202B0E3741
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.24.139.241
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm011:05:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510435869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Needles & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 Interlocken Blvd STE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Broomfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080021
ReturnHeader/PreparerPersonGrp/PhoneNum03034304225
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02018-05-09T12:06:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,228
Liabilities
$0
Net assets
$151,228
Revenue
$96,390
Expenses
$87,823
Net income
$8,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$3.59$5.34$1.75
2023Detailed filing. Detailed filing data is available for this year.$1.87$1.87$1.83$1.55$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.60$1.60$1.71$2.36$0.65
2021Detailed filing. Detailed filing data is available for this year.$2.24$2.24$1.71$0.40$1.31
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.78$2.15$0.37
2019Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.60$1.88$0.28
2018Detailed filing. Detailed filing data is available for this year.$1.58$1.58$1.41$1.35$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.96$0.88$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.54$0.07$0.47
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.76$2.65$1.89
2014Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.79$0.31$0.48
2013Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.51$0.04$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$0.58$0.16$0.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$1.00$0.60$2.18$1.57