Civic Intelligence

Btllmr Employee Benefit Plan Trust

990 • Fiscal year 2014 • EIN 62-1605290

Jun 01, 2013 to May 31, 2014 • Filed on Feb 18, 2015

Organization ProfileN/A

View Organization Page

PO Box 416Greeneville, TN 37744

(423) 639-0187

Siviq Scores

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

Liabilities / Assets

75th percentile

0.19x

Higher debt load relative to assets than 75% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

67th percentile

0.08x

Higher debt load relative to revenue than 67% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

65th percentile

7.5%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Asset Growth

88th percentile

35%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-4.4%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$868,015

Up $222,779 (+35%) from 2013

Net Assets

Up

$703,066

Up $177,130 (+34%) from 2013

Liabilities

Up

$164,949

Up $45,649 (+38%) from 2013

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin65th percentile

Revenue

$1,946,145

No earlier filing loaded for comparison.

Expenses

Up

$1,799,409

Up $277,545 (+18%) from 2013

Net Income

$146,736

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $162,514Liabilities 2011: $133,018Net Assets 2011: $29,4962011Assets 2012: $165,066Liabilities 2012: $153,553Net Assets 2012: $11,5132012Assets 2013: $645,236Liabilities 2013: $119,300Net Assets 2013: $525,9362013Assets 2014: $868,015Liabilities 2014: $164,949Net Assets 2014: $703,0662014Assets 2015: $1,006,966Liabilities 2015: $193,179Net Assets 2015: $813,7872015Assets 2016: $1,012,001Liabilities 2016: $273,104Net Assets 2016: $738,8972016Assets 2017: $883,708Liabilities 2017: $127,970Net Assets 2017: $755,7382017Assets 2018: $597,208Liabilities 2018: $27,499Net Assets 2018: $569,7092018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$868,015
Liabilities$164,949
Net Assets$703,066
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,762,440Expenses 2011: $1,929,762Net Income 2011: -$167,3222011Expenses 2012: $1,934,4132012Expenses 2013: $1,521,8642013Revenue 2014: $1,946,145Expenses 2014: $1,799,409Net Income 2014: $146,7362014Revenue 2015: $1,908,109Expenses 2015: $1,793,920Net Income 2015: $114,1892015Revenue 2016: $1,936,118Expenses 2016: $2,004,223Net Income 2016: -$68,1052016Revenue 2017: $1,735,563Expenses 2017: $1,755,032Net Income 2017: -$19,4692017Revenue 2018: $702,437Expenses 2018: $897,354Net Income 2018: -$194,9172018Revenue 2019: $148,910Expenses 2019: $718,619Net Income 2019: -$569,7092019

Highlighted filing

2014

Revenue$1,946,145
Expenses$1,799,409
Net Income$146,736
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Feb 18, 2015
Return Version
2013v4.0
Gross Receipts
$1,946,145
Mission and Program Overview

Mission

To provide medical, dental and life insurance for employees of leonard associates, leonard associates manufacturing, btl industries, inc. And leonard industries manufacturing.

To provide medical, dental and life insurance for employees of leonard associates, leonard associates manufacturing, btl, inc. And lmr industries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$471,544-
Savings and Temporary Cash Investments$634,015$313,852▼ $320,163
Accounts Receivable$9,221$76,808▲ $67,587
Prepaid Expenses and Deferred Charges-$3,811-
Cash and Non-Interest-Bearing Accounts$2,000$2,000→ $0
Total Assets$645,236$868,015▲ $222,779
Liabilities
Other Liabilities$119,300$164,949▲ $45,649
Total Liabilities$119,300$164,949▲ $45,649
Net Assets / Fund Balance
Unrestricted Net Assets$525,936$703,066▲ $177,130
Total Net Assets Fund Balance$525,936$703,066▲ $177,130
Total Liabilities and Net Assets / Fund Balance$645,236$868,015▲ $222,779
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Robert LeonardTrustee
Terry LeonardTrustee
Watson LeonardTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,941,511
Investment Income
$4,634
Other Revenue
$0
Change in Net Assets
$146,736

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,946,145
Revenue Not Reported on Form 990
$30,394
Total Revenue per Audited Statements
$1,976,539
Total Revenue per Form 990
$1,946,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$283,249
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---$1,516,160
Fees for Services Accounting---$6,450
Other Expenses---$571
Total Functional Expenses$0$0$0$1,799,409

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,799,409
Total Expenses per Form 990$1,799,409
Total Expenses per Audited Statements$1,766,376
Expenses Not Reported on Form 990$-33,033
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
Claims Incurred But Not Reported$102,194
Premiums Payable$62,755
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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 2

“Terry leonard robert leonard trustee trustee father/son terry leonard watson leonard trustee trustee father/son robert leonard watson leonard trustee trustee brothers”

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

“The form 990 is reviewed by the trustees prior to being filed.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are not made available to the public. Plan documents are available to plan participants upon request.”

Filing and Contact Details

Filer

EIN
62-1605290
Phone
4236390187

Signing Officer

Name
Ivy Leonard
Title
Trustee
Phone
4236390187
Signed
2015-02-18

Organization Details

Principal Officer
Ivy Leonard
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Preparer
Barry M Wright
Phone
4236388144
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Change in amounts incurred but not reported -33,033”

Raw XML Appendix255 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/AccountsReceivableGrp/BOYAmt09221
IRS990/AccountsReceivableGrp/EOYAmt076808
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE MEDICAL, DENTAL AND LIFE INSURANCE FOR EMPLOYEES OF LEONARD ASSOCIATES, LEONARD ASSOCIATES MANUFACTURING, BTL, INC. AND LMR INDUSTRIES.
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt01516160
IRS990/BooksInCareOfDetail/PersonNm0IVY LEONARD
IRS990/BooksInCareOfDetail/PhoneNum04236390187
IRS990/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 416
IRS990/BooksInCareOfDetail/USAddress/City0GREENEVILLE
IRS990/BooksInCareOfDetail/USAddress/State0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCode037744
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02000
IRS990/CashNonInterestBearingGrp/EOYAmt02000
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01516160
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04634
IRS990/CYOtherExpensesAmt0283249
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01941511
IRS990/CYRevenuesLessExpensesAmt0146736
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01799409
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01946145
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVISION FOR COMPREHENSIVE MAJOR MEDICAL, LIFE, AND DENTAL INSURANCE COVERAGE FOR PLAN PARTICIPANTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt06450
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0TERRY LEONARD
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT LEONARD
IRS990/Form990PartVIISectionAGrp/PersonNm2WATSON LEONARD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01946145
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt04634
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04634
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0471544
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE MEDICAL, DENTAL AND LIFE INSURANCE FOR EMPLOYEES OF LEONARD ASSOCIATES, LEONARD ASSOCIATES MANUFACTURING, BTL, INC. AND LMR INDUSTRIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0525936
IRS990/NetAssetsOrFundBalancesEOYAmt0703066
IRS990/NetUnrlzdGainsLossesInvstAmt030394
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2MISC EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0146909
IRS990/OtherExpensesGrp/TotalAmt1129319
IRS990/OtherExpensesGrp/TotalAmt2571
IRS990/OtherLiabilitiesGrp/BOYAmt0119300
IRS990/OtherLiabilitiesGrp/EOYAmt0164949
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03811
IRS990/PrincipalOfficerNm0IVY LEONARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01570851
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1370660
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01570851
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1370660
IRS990/ProgSrvcAccomActy2Grp/Desc0PREMIUMS FOR STOP-LOSS, AND TERM LIFE INSURANCE BENEFITS
IRS990/ProgSrvcAccomActy3Grp/Desc0ADMINISTRATIVE AND ACCOUNTING
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01250470
IRS990/PYInvestmentIncomeAmt01932
IRS990/PYOtherExpensesAmt0271394
IRS990/PYProgramServiceRevenueAmt02034355
IRS990/PYRevenuesLessExpensesAmt0514423
IRS990/PYTotalExpensesAmt01521864
IRS990/PYTotalRevenueAmt02036287
IRS990/ReconcilationRevenueExpnssAmt0146736
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0634015
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0313852
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0-33033
IRS990ScheduleD/ExpensesSubtotalAmt01799409
IRS990ScheduleD/NetUnrealizedGainsInvstAmt030394
IRS990ScheduleD/OtherExpensesIncludedAmt0-33033
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0102194
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt162755
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREMIUMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt030394
IRS990ScheduleD/RevenueSubtotalAmt01946145
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN AMOUNTS INCURRED BUT NOT REPORTED -33,033
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalExpensesPerForm990Amt01799409
IRS990ScheduleD/TotalLiabilityAmt0164949
IRS990ScheduleD/TotalRevenuePerForm990Amt01946145
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01976539
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01766376
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TERRY LEONARD ROBERT LEONARD TRUSTEE TRUSTEE FATHER/SON TERRY LEONARD WATSON LEONARD TRUSTEE TRUSTEE FATHER/SON ROBERT LEONARD WATSON LEONARD TRUSTEE TRUSTEE BROTHERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE TRUSTEES PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. PLAN DOCUMENTS ARE AVAILABLE TO PLAN PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0645236
IRS990/TotalAssetsEOYAmt0868015
IRS990/TotalAssetsGrp/BOYAmt0645236
IRS990/TotalAssetsGrp/EOYAmt0868015
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01799409
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0119300
IRS990/TotalLiabilitiesEOYAmt0164949
IRS990/TotalLiabilitiesGrp/BOYAmt0119300
IRS990/TotalLiabilitiesGrp/EOYAmt0164949
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0525936
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0703066
IRS990/TotalProgramServiceRevenueAmt01941511
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01946145
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01946145
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0645236
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0868015
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0525936
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0703066
IRS990/USAddress/AddressLine10PO BOX 416
IRS990/USAddress/City0GREENEVILLE
IRS990/USAddress/State0TN
IRS990/USAddress/ZIPCode037744
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0IVY LEONARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04236390187
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10BTLLMR EMPLOYEE BENEFIT PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BTLL
ReturnHeader/Filer/EIN0621605290
ReturnHeader/Filer/PhoneNum04236390187
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 416
ReturnHeader/Filer/USAddress/City0GREENEVILLE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037744
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621690032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RODEFER MOSS & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10185 SERRAL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREENEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode037745
ReturnHeader/PreparerPersonGrp/PhoneNum04236388144
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY M WRIGHT
ReturnHeader/ReturnTs02015-02-20T15:07:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$868,015
Liabilities
$164,949
Net assets
$703,066
Revenue
$1,946,145
Expenses
$1,799,409
Net income
$146,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.15$0.72$0.57
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.03$0.57$0.70$0.90$0.19
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.13$0.76$1.74$1.76$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.27$0.74$1.94$2.00$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.19$0.81$1.91$1.79$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.16$0.70$1.95$1.80$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.12$0.53$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.15$0.01$1.93
2011Summary only. Only limited summary data is available for this year.$0.16$0.13$0.03$1.76$1.93$0.17