Civic Intelligence

Btllmr Employee Benefit Plan Trust

990 • Fiscal year 2015 • EIN 62-1605290

Jun 01, 2014 to May 31, 2015 • Filed on Mar 14, 2016

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

76th percentile

0.19x

Higher debt load relative to assets than 76% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.10x

Higher debt load relative to revenue than 71% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

62nd percentile

6.0%

Higher net margin than 62% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-2.0%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$1,006,966

Up $138,951 (+16%) from 2014

Net Assets

Up

$813,787

Up $110,721 (+16%) from 2014

Liabilities

Up

$193,179

Up $28,230 (+17%) from 2014

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin62nd percentile

Revenue

Down

$1,908,109

Down $38,036 (-2.0%) from 2014

Expenses

Down

$1,793,920

Down $5,489 (-0.3%) from 2014

Net Income

Down

$114,189

Down $32,547 (-22%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2015

Assets$1,006,966
Liabilities$193,179
Net Assets$813,787
Open 2015 Filing

Operations Trend

Revenue Growth38th 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

2015

Revenue$1,908,109
Expenses$1,793,920
Net Income$114,189
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Mar 14, 2016
Return Version
2014v6.0
Gross Receipts
$1,908,109
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$471,544$708,100▲ $236,556
Savings and Temporary Cash Investments$313,852$260,013▼ $53,839
Accounts Receivable$76,809$32,166▼ $44,643
Prepaid Expenses and Deferred Charges$3,811$4,687▲ $876
Cash and Non-Interest-Bearing Accounts$2,000$2,000→ $0
Total Assets$868,016$1,006,966▲ $138,950
Liabilities
Other Liabilities$164,949$186,611▲ $21,662
Accounts Payable and Accrued Expenses-$6,568-
Total Liabilities$164,949$193,179▲ $28,230
Net Assets / Fund Balance
Unrestricted Net Assets$703,067$813,787▲ $110,720
Total Net Assets Fund Balance$703,067$813,787▲ $110,720
Total Liabilities and Net Assets / Fund Balance$868,016$1,006,966▲ $138,950
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Robert LeonardTrustee
Terry LeonardTrustee
Watson LeonardTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,888,205
Investment Income
$19,904
Other Revenue
$0
Change in Net Assets
$114,189

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,908,109
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-3,469
Total Revenue per Audited Statements
$1,904,640
Total Revenue per Form 990
$1,908,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$312,870
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---$1,481,050
Fees for Services Other---$312,870
Total Functional Expenses$0$0$0$1,793,920

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,793,920
Expenses per Audited Statements$1,772,258
Total Expenses per Audited Statements$1,772,258
Expenses Not Reported on Financial Statements$21,662
Other Expense Adjustments$21,662
Expenses Not Reported on 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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred But Not Reported$123,856
Premiums Payable$62,755
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
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 2

“Terry leonard and robert leonard are father and son. Terry leonard and watson leonard are father and son. Robert leonard and watson leonard are brothers.”

Form 990, Part VI, Section B, Line 11

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

Form 990, Part VI, Section C, Line 18

“Form 990 is not made available to the public.”

Form 990, Part VI, Section C, 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

Filer Name
Btllmr Employee Benefit Plan Trust
EIN
62-1605290
Phone
4236390187
Address
PO BOX 416, GREENEVILLE, TN 37744

Signing Officer

Name
Ivy Leonard
Title
Plan Administrator
Phone
4236390187
Signed
2016-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ivy Leonard
Formed
1992
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Blackburn Childers & Steagall Plc
Address
801B SUNSET DRIVE, JOHNSON CITY, TN 37604-3033
Preparer
Melissa Steagall Jones
Phone
4232824511
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Insurance premiums 159,375. Administrative fees 153,495.”

FORM 990, PART XII, LINE 2C:

“There have been no changes to the oversight process or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The plan administrator has analyzed the tax positions taken by the plan, and has concluded that, as of may 31, 2015 and 2014, there are no uncertain tax positions taken or expected to be taken that would require disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in amounts incurred but not reported 21,662.”

Raw XML Appendix286 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06568
IRS990/AccountsReceivableGrp/BOYAmt076809
IRS990/AccountsReceivableGrp/EOYAmt032166
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE MEDICAL, DENTAL AND LIFE INSURANCE FOR EMPLOYEES OF LEONARD ASSOCIATES, LEONARD ASSOCIATES MANUFACTURING, BTL INDUSTRIES, INC. AND LEONARD INDUSTRIES MANUFACTURING.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt01481050
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0IVY LEONARD
IRS990/BooksInCareOfDetail/PhoneNum04236390187
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 416
IRS990/BooksInCareOfDetail/USAddress/CityNm0GREENEVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt0312870
IRS990/CYOtherRevenueAmt00
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IRS990/Desc0PROVISION FOR COMPREHENSIVE MAJOR MEDICAL, LIFE, AND DENTAL INSURANCE COVERAGE FOR PLAN PARTICIPANTS
IRS990/DescribedInSection501c3Ind00
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IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt0312870
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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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/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01908109
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt019904
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019904
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0471544
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0708100
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAL, DENTAL AND LIFE INSURANCE FOR EMPLOYEES OF LEONARD ASSOCIATES, LEONARD ASSOCIATES MANUFACTURING, BTL INDUSTRIES, INC. AND LEONARD INDUSTRIES MANUFACTURING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0703067
IRS990/NetAssetsOrFundBalancesEOYAmt0813787
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3469
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt0164949
IRS990/OtherLiabilitiesGrp/EOYAmt0186611
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03811
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04687
IRS990/PrincipalOfficerNm0IVY LEONARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01511980
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1376225
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01511980
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1376225
IRS990/ProgSrvcAccomActy2Grp/Desc0PREMIUMS FOR STOP-LOSS AND TERM LIFE INSURANCE BENEFITS
IRS990/ProgSrvcAccomActy3Grp/Desc0ADMINSTRATIVE AND ACCOUNTING
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01516160
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04634
IRS990/PYOtherExpensesAmt0283249
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01941511
IRS990/PYRevenuesLessExpensesAmt0146736
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01799409
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01946145
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0114189
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0313852
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0260013
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt021662
IRS990ScheduleD/ExpensesSubtotalAmt01772258
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3469
IRS990ScheduleD/OtherExpensesNotIncludedAmt021662
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0123856
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt162755
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREMIUMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-3469
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01908109
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT, AS OF MAY 31, 2015 AND 2014, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN AMOUNTS INCURRED BUT NOT REPORTED 21,662.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01793920
IRS990ScheduleD/TotalLiabilityAmt0186611
IRS990ScheduleD/TotalRevenuePerForm990Amt01908109
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01904640
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01772258
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TERRY LEONARD AND ROBERT LEONARD ARE FATHER AND SON. TERRY LEONARD AND WATSON LEONARD ARE FATHER AND SON. ROBERT LEONARD AND WATSON LEONARD ARE BROTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE TRUSTEES PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. PLAN DOCUMENTS ARE AVAILABLE TO PLAN PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE PREMIUMS 159,375. ADMINISTRATIVE FEES 153,495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAVE BEEN NO CHANGES TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt01006966
IRS990/TotalAssetsGrp/BOYAmt0868016
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01793920
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0164949
IRS990/TotalLiabilitiesEOYAmt0193179
IRS990/TotalLiabilitiesGrp/BOYAmt0164949
IRS990/TotalLiabilitiesGrp/EOYAmt0193179
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0703067
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0813787
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01888205
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01908109
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01908109
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0868016
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01006966
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0703067
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0813787
IRS990/USAddress/AddressLine1Txt0PO BOX 416
IRS990/USAddress/CityNm0GREENEVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037744
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IVY LEONARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04236390187
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BTLLMR EMPLOYEE BENEFIT PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BTLL
ReturnHeader/Filer/EIN0621605290
ReturnHeader/Filer/PhoneNum04236390187
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 416
ReturnHeader/Filer/USAddress/CityNm0GREENEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037744
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620647474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKBURN CHILDERS & STEAGALL PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801B SUNSET DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOHNSON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0376043033
ReturnHeader/PreparerPersonGrp/PhoneNum04232824511
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA STEAGALL JONES
ReturnHeader/ReturnTs02016-03-15T11:02:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,006,966
Liabilities
$193,179
Net assets
$813,787
Revenue
$1,908,109
Expenses
$1,793,920
Net income
$114,189
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)9 • $1M-$5M nonprofits