Civic Intelligence

Atlantic & Gulf Region Educational Training and Safety Fund

EIN 59-6790565 • 501(c)5 • Sparks, MD

Profile

To provide expense reimbursements for course work of approved institutions relating to maritime skills or safety training.

911 Ridgebrook RdSparks, MD 21152

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

60th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

36th percentile

-2.2%

Higher net margin than 36% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

5th percentile

-100%

Faster asset growth than 5% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $354,168 (-100%) from 2014

Liabilities

Down

$0

Down $11,906 (-100%) from 2014

Net Assets

Down

$0

Down $342,262 (-100%) from 2014

Operations
Liabilities / Revenue60th percentileNet Margin36th percentile

Revenue

Down

$3,777

Down $10,511 (-74%) from 2014

Expenses

Down

$3,860

Down $52,459 (-93%) from 2014

Net Income

Up

-$83

Up $41,948 (+100%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $314,842Liabilities 2010: $3,331Net Assets 2010: $311,5112010Assets 2011: $310,050Liabilities 2011: $9,222Net Assets 2011: $300,8282011Assets 2012: $329,537Liabilities 2012: $8,267Net Assets 2012: $321,2702012Assets 2013: $377,423Liabilities 2013: $9,391Net Assets 2013: $368,0322013Assets 2014: $354,168Liabilities 2014: $11,906Net Assets 2014: $342,2622014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2010: $25,7752010Expenses 2011: $24,0792011Expenses 2012: $20,6782012Revenue 2013: $27,756Expenses 2013: $23,767Net Income 2013: $3,9892013Revenue 2014: $14,288Expenses 2014: $56,319Net Income 2014: -$42,0312014Revenue 2015: $3,777Expenses 2015: $3,860Net Income 2015: -$832015

Highlighted filing

2015

Revenue$3,777
Expenses$3,860
Net Income-$83
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,777
Expenses
$3,860
Net income
-$83
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.54$0.12$3.42$0.14$0.56$0.42
2013Detailed filing. Detailed filing data is available for this year.$3.77$0.09$3.68$0.28$0.24$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.08$3.21$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.09$3.01$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.03$3.12$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Jun 30, 2015
Signed
May 3, 2016
Return Version
2015v2.1
Gross Receipts
$3,777
Mission and Program Overview

Mission

To provide expense reimbursements for course work of approved institutions relating to maritime skills or safety training.

To improve knowledge and skills of maritime industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$343,350$0▼ $343,350
Rtn Earn Endowment Incm Other Fnds$342,262$0▼ $342,262
Cash and Non-Interest-Bearing Accounts$9,847$0▼ $9,847
Prepaid Expenses and Deferred Charges$615$0▼ $615
Accounts Receivable$356$0▼ $356
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$354,168$0▼ $354,168
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$11,906$0▼ $11,906
Total Liabilities$11,906$0▼ $11,906
Net Assets / Fund Balance
Total Net Assets Fund Balance$342,262$0▼ $342,262
Total Liabilities and Net Assets / Fund Balance$354,168$0▼ $354,168
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
B Buckley McallisterEmployer Trustee
Jaime SantiagoEmployer Trustee
Donald MarcusUnion Trustee
Eduardo IglesiasUnion Trustee
Steve WerseUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,727
Investment Income
$2,050
Other Revenue
$0
Change in Net Assets
$-83

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,866
Revenue Not Reported on Financial Statements
$911
Revenue Not Reported on Form 990
$5,164
Total Revenue per Audited Statements
$8,030
Total Revenue per Form 990
$3,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,860
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
Fees for Service Investment Mgmnt Fees---$911
Fees for Services Management---$900
Insurance---$895
Fees for Services Legal---$728
Other Expenses---$321
Office Expenses---$105
Total Functional Expenses$0$0$0$3,860

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per 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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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 7A

“The sponsoring union and employers have authority to appoint and remove trustees.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 was provided to the trustees, as well as reviewed by the administrative manager prior to filing.”

FORM 990, PART VI, SECTION B, LINE 15:

“The organization retains a third party administrative manager and has no employees. Therefore, this question is not applicable.”

Form 990, Part VI, Section B, Line 12C

“The organization is governed by erisa, which prohibits conflicts of interest. The board of trustees monitors the organization for potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The organization makes documents available to interested parties upon request as required by erisa and the internal revenue code.”

Filing and Contact Details

Filer

Filer Name
Atlantic & Gulf Region Educational
EIN
59-6790565
Phone
3014593020
Address
911 RIDGEBROOK RD, SPARKS, MD 21152

Signing Officer

Name
Donald Marcus
Title
Trustee
Phone
3014593020
Signed
2016-05-03

Organization Details

Principal Officer
Donald Marcus
Formed
1985
Legal Domicile
Md
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Salter & Company LLC
Address
4600 EAST-WEST HIGHWAY SUITE 300, BETHESDA, MD 20814-3415
Preparer
Joseph M Herishen CPA
Phone
3018307400
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“Effective june 30, 2015, the organization merged into the mm&p maritime advancement, training, education and safety program ("mates program"), which is also a training plan in the maritime industry. Pursuant to the merger agreement, a copy of which is attached, on june 30, 2015 all of the assets and liabilities of the organization became assets and liabilities of the mates program and the organization ceased its operations.”

FORM 990, PART XI, LINE 9:

“Transfer of assets and liabilities to mm&p (mates plan) -347,343.”

FORM 990, PART XII, LINE 2(C):

“There was no change in the oversight or selection process during the year 2015.”

Part XI, Line 9

“This reflects the merger and transfer of assets and liabilities to the mm&p maritime advancement, education and safety program pursuant to the merger agreement.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination. The plan adminstrator is not aware of any uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements as of june 30, 2015.”

Raw XML Appendix336 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION. THE PLAN ADMINSTRATOR IS NOT AWARE OF ANY UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF JUNE 30, 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ALL ASSETS AND LIABILITIES WERE TRANSFERRED TO MM&P MARITIME ADVANCEMENT, TRAINING, EDUCATION AND SAFETY PROGRAM
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0MMP MARITIME ADVTRG EDUC & SAFETY PROGRAM (MATES PROGRAM)
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0692 MARITIME BLVD
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: DON MARCUS AND STEVE WERSE ARE TRUSTEES OF THE MATES PROGRAM (SUCCESSOR ORGANIZATION).
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE JUNE 30, 2015, THE ORGANIZATION MERGED INTO THE MM&P MARITIME ADVANCEMENT, TRAINING, EDUCATION AND SAFETY PROGRAM ("MATES PROGRAM"), WHICH IS ALSO A TRAINING PLAN IN THE MARITIME INDUSTRY. PURSUANT TO THE MERGER AGREEMENT, A COPY OF WHICH IS ATTACHED, ON JUNE 30, 2015 ALL OF THE ASSETS AND LIABILITIES OF THE ORGANIZATION BECAME ASSETS AND LIABILITIES OF THE MATES PROGRAM AND THE ORGANIZATION CEASED ITS OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SPONSORING UNION AND EMPLOYERS HAVE AUTHORITY TO APPOINT AND REMOVE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO THE TRUSTEES, AS WELL AS REVIEWED BY THE ADMINISTRATIVE MANAGER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION RETAINS A THIRD PARTY ADMINISTRATIVE MANAGER AND HAS NO EMPLOYEES. THEREFORE, THIS QUESTION IS NOT APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION IS GOVERNED BY ERISA, WHICH PROHIBITS CONFLICTS OF INTEREST. THE BOARD OF TRUSTEES MONITORS THE ORGANIZATION FOR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST AS REQUIRED BY ERISA AND THE INTERNAL REVENUE CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRANSFER OF ASSETS AND LIABILITIES TO MM&P (MATES PLAN) -347,343.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THERE WAS NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS DURING THE YEAR 2015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THIS REFLECTS THE MERGER AND TRANSFER OF ASSETS AND LIABILITIES TO THE MM&P MARITIME ADVANCEMENT, EDUCATION AND SAFETY PROGRAM PURSUANT TO THE MERGER AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2(C):
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART XI, LINE 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0354168
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0354168
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03860
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011906
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt011906
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0342262
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01727
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02050
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01727
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03777
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0354168
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0911 RIDGEBROOK RD
IRS990/USAddress/CityNm0SPARKS
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021152
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD MARCUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03014593020
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATLANTIC & GULF REGION EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAINING AND SAFETY FUND
ReturnHeader/Filer/BusinessNameControlTxt0ATLA
ReturnHeader/Filer/EIN0596790565
ReturnHeader/Filer/PhoneNum03014593020
ReturnHeader/Filer/USAddress/AddressLine1Txt0911 RIDGEBROOK RD
ReturnHeader/Filer/USAddress/CityNm0SPARKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021152
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208078757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALTER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 EAST-WEST HIGHWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208143415
ReturnHeader/PreparerPersonGrp/PhoneNum03018307400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M HERISHEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-11T14:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02015

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