Civic Intelligence

Careall Management LLC Employment Benefit Fund

EIN 62-1591522 • 501(c)9 • Brentwood, TN

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Profile

This Trust is established for the sole and exclusive benefit of the employees and owners of the Employer and certain of its affiliates for the purpose of holding assets of the Plan in trust in accordance with Section 403 of ERISA, pending the payment of self-insured medical benefits.

750 Old Hickory BlvdBrentwood, TN 37027

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

96th percentile

100%

Higher net margin than 96% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2019

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-96%

Faster revenue growth than 23% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $125,028 (-100%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$0

Up $38,055 (+100%) from 2018

Operations
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Down

$38,138

Down $868,791 (-96%) from 2018

Expenses

Down

$83

Down $1,063,962 (-100%) from 2018

Net Income

Up

$38,055

Up $195,171 (+124%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0-$200KAssets 2010: $384,065Liabilities 2010: $171,944Net Assets 2010: $212,1212010Assets 2011: $423,026Liabilities 2011: $162,021Net Assets 2011: $261,0052011Assets 2012: $313,096Liabilities 2012: $113,413Net Assets 2012: $199,6832012Assets 2013: $289,000Liabilities 2013: $50,808Net Assets 2013: $238,1922013Assets 2014: $252,428Liabilities 2014: $94,249Net Assets 2014: $158,1792014Assets 2015: $367,442Liabilities 2015: $114,920Net Assets 2015: $252,5222015Assets 2016: $278,862Liabilities 2016: $186,979Net Assets 2016: $91,8832016Assets 2017: $288,868Liabilities 2017: $169,807Net Assets 2017: $119,0612017Assets 2018: $125,028Liabilities 2018: $163,083Net Assets 2018: -$38,0552018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities-
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth23rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,062,0312010Expenses 2011: $2,235,0952011Expenses 2012: $1,834,0452012Revenue 2013: $1,941,984Expenses 2013: $1,903,475Net Income 2013: $38,5092013Revenue 2014: $1,041,047Expenses 2014: $1,121,060Net Income 2014: -$80,0132014Revenue 2015: $1,634,537Expenses 2015: $1,540,194Net Income 2015: $94,3432015Revenue 2016: $1,722,436Expenses 2016: $1,883,075Net Income 2016: -$160,6392016Revenue 2017: $1,666,672Expenses 2017: $1,639,494Net Income 2017: $27,1782017Revenue 2018: $906,929Expenses 2018: $1,064,045Net Income 2018: -$157,1162018Revenue 2019: $38,138Expenses 2019: $83Net Income 2019: $38,0552019

Highlighted filing

2019

Revenue$38,138
Expenses$83
Net Income$38,055
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$38,138
Expenses
$83
Net income
$38,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.04$0.00$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.16$0.04$0.91$1.06$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.17$0.12$1.67$1.64$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.19$0.09$1.72$1.88$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.11$0.25$1.63$1.54$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.09$0.16$1.04$1.12$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.05$0.24$1.94$1.90$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.11$0.20$1.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.16$0.26$2.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.17$0.21$2.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 30, 2020
Return Version
2019v5.0
Gross Receipts
$38,138
Mission and Program Overview

Mission

This Trust is established for the sole and exclusive benefit of the employees and owners of the Employer and certain of its affiliates for the purpose of holding assets of the Plan in trust in accordance with Section 403 of ERISA, pending the payment of self-insured medical benefits.

Program Services

DescriptionGrantsExpenses
This Trust is established for the sole and exclusive benefit of the employees and owners of the Employer and certain of its affiliates for the purpose of holding assets of the Plan in trust in accordance with Section 403 of ERISA, pending the payment of self-insured medical benefits to Participants and their dependents and designated beneficiaries of the Plan.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRAVIS ANDERSONVice Chairman-$0--
WILLIAM RAMSEYChairman-$0--
CHRISTINE PALMERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Careall Management LLC Employment
EIN
62-1591522
Phone
6156476238
Address
750 OLD HICKORY BLVD, BRENTWOOD, TN 37027

Signing Officer

Name
Travis Anderson
Title
Vice Chairman
Signed
2020-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Joel D Collum Jr CPA
Address
226 GRAEME DR, NASHVILLE, TN 37214-1917
Preparer
Joel D Collum Jr
Phone
6159742918
Supplemental Narrative

Additional Explanations

Other Expenses.1

“FEES $83”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $163083 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix120 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANDY WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum06156476238
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0750 OLD HICKORY BLVD - STE 2-270
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRENTWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0125028
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt038055
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0125028
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt038138
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0Liquidation
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-38055
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-38055
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRAVIS ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM RAMSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt083
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0This Trust is established for the sole and exclusive benefit of the employees and owners of the Employer and certain of its affiliates for the purpose of holding assets of the Plan in trust in accordance with Section 403 of ERISA, pending the payment of self-insured medical benefits.
IRS990EZ/ProgramServiceRevenueAmt038138
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0This Trust is established for the sole and exclusive benefit of the employees and owners of the Employer and certain of its affiliates for the purpose of holding assets of the Plan in trust in accordance with Section 403 of ERISA, pending the payment of self-insured medical benefits to Participants and their dependents and designated beneficiaries of the Plan.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0163083
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt083
IRS990EZ/TotalRevenueAmt038138
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02019-10-07
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0320188322
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0123362
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0LLC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cost
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt02811 Tyne Blvd
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Nashville
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0TN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd037215
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FEES $83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Payable and Accrued Expenses - Beginning $163083 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1001
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRAVIS ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAREALL MANAGEMENT LLC EMPLOYMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0CARE
ReturnHeader/Filer/EIN0621591522
ReturnHeader/Filer/PhoneNum06156476238
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 OLD HICKORY BLVD
ReturnHeader/Filer/USAddress/CityNm0BRENTWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453444365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOEL D COLLUM JR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0226 GRAEME DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0372141917
ReturnHeader/PreparerPersonGrp/PhoneNum06159742918
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joel D Collum Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-30T13:27:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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