Civic Intelligence

Btllmr Employee Benefit Plan Trust

990 • Fiscal year 2018 • EIN 62-1605290

Jun 01, 2017 to May 31, 2018 • Filed on Feb 06, 2019

Organization ProfileN/A

View Organization Page

PO Box 416Greeneville, TN 37744

(423) 639-0187

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Balance Sheet

Assets

Flat

$597,208

Flat from 2018

Net Assets

Flat

$569,709

Flat from 2018

Liabilities

Flat

$27,499

Flat from 2018

Revenue And Expenses

Revenue

Flat

$702,437

Flat from 2018

Expenses

Flat

$897,354

Flat from 2018

Net Income

Flat

-$194,917

Flat from 2018

Historical Trend

Balance Sheet Trend

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 2018: $597,208Liabilities 2018: $27,499Net Assets 2018: $569,7092018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2018

Assets$597,208
Liabilities$27,499
Net Assets$569,709
Open 2018 Filing

Operations Trend

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 2018: $702,437Expenses 2018: $897,354Net Income 2018: -$194,9172018Revenue 2019: $148,910Expenses 2019: $718,619Net Income 2019: -$569,7092019

Highlighted filing

2018

Revenue$702,437
Expenses$897,354
Net Income-$194,917
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Feb 6, 2019
Return Version
2017v2.3
Gross Receipts
$702,437
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 industries, inc., 1team clinic, llc and leonard industries manufacturing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$422,005$595,208▲ $173,203
Investments in Publicly Traded Securities$459,703--
Cash and Non-Interest-Bearing Accounts$2,000$2,000→ $0
Total Assets$883,708$597,208▼ $286,500
Liabilities
Other Liabilities$127,970$27,499▼ $100,471
Total Liabilities$127,970$27,499▼ $100,471
Net Assets / Fund Balance
Unrestricted Net Assets$755,738$569,709▼ $186,029
Total Net Assets Fund Balance$755,738$569,709▼ $186,029
Total Liabilities and Net Assets / Fund Balance$883,708$597,208▼ $286,500
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert LeonardTrustee
Terry LeonardTrustee
Watson LeonardTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$698,366
Investment Income
$4,071
Other Revenue
$0
Change in Net Assets
$-194,917

Audited Revenue Reconciliation

Revenue per Audited Statements
$702,437
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$186,453
Total Revenue per Audited Statements
$888,890
Total Revenue per Form 990
$702,437
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$311,340
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---$586,014
Fees for Services Other---$311,340
Total Functional Expenses$0$0$0$897,354

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,166,612
Expenses per Audited Statements$989,047
Total Expenses per Form 990$897,354
Expenses Not Reported on Form 990$177,565
Expenses Not Reported on Financial Statements$-91,693
Other Expense Adjustments$-91,693
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$27,499
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 11B

“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
2019-02-06
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 198,869. Administrative fees 112,471.”

FORM 990, PART XII, LINE 2C:

“There have been no changes to the oversight or selection process used for the audit.”

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, 2018 and 2017, 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 XI, LINE 2D - OTHER ADJUSTMENTS:

“Contributions in the plan that occurred outside of the veba trust 177,565.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses of the plan that occurred outside of the veba trust 177,565.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in amounts incurred but not reported -91,693.”

Raw XML Appendix291 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT, AS OF MAY 31, 2018 AND 2017, 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/ExplanationTxt1CONTRIBUTIONS IN THE PLAN THAT OCCURRED OUTSIDE OF THE VEBA TRUST 177,565.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES OF THE PLAN THAT OCCURRED OUTSIDE OF THE VEBA TRUST 177,565.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3CHANGE IN AMOUNTS INCURRED BUT NOT REPORTED -91,693.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
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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 198,869. ADMINISTRATIVE FEES 112,471.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAVE BEEN NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESS USED FOR THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
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ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$597,208
Liabilities
$27,499
Net assets
$569,709
Revenue
$702,437
Expenses
$897,354
Net income
-$194,917
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
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.03$0.57$0.70$0.90$0.19
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