Civic Intelligence

Golden Flake Snack Foods Eb Trust

EIN 63-0832388 • 501(c)9 • Birmingham, AL

Profile

Provide death, sickness, hospitalization, disability, vacation pay, and life insurance benefits to participants.

PO Box 10566 - Gw Trust Tax DeptBirmingham, AL 35296

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2017

Net Margin

58th percentile

-1.7%

Higher net margin than 58% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$8,140

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2014

Asset Growth

58th percentile

-25%

Faster asset growth than 58% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

-37%

Faster revenue growth than 47% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$19,109

Down $6,408 (-25%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$19,109

Down $6,408 (-25%) from 2016

Operations
Liabilities / Revenue80th percentileNet Margin58th percentile

Revenue

Down

$384,367

Down $225,617 (-37%) from 2016

Expenses

Down

$390,775

Down $196,693 (-33%) from 2016

Net Income

Down

-$6,408

Down $28,924 (-128%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$150K$100K$50K$0Assets 2011: $76,632Liabilities 2011: $0Net Assets 2011: $76,6322011Assets 2012: $107,911Liabilities 2012: $0Net Assets 2012: $107,9112012Assets 2013: $96,828Liabilities 2013: $0Net Assets 2013: $96,8282013Assets 2014: $42,310Liabilities 2014: $0Net Assets 2014: $42,3102014Assets 2015: $3,001Liabilities 2015: $0Net Assets 2015: $3,0012015Assets 2016: $25,517Liabilities 2016: $0Net Assets 2016: $25,5172016Assets 2017: $19,109Liabilities 2017: $0Net Assets 2017: $19,1092017

Highlighted filing

2017

Assets$19,109
Liabilities$0
Net Assets$19,109
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,997,5182011Expenses 2012: $3,657,6422012Revenue 2013: $3,877,497Expenses 2013: $3,888,580Net Income 2013: -$11,0832013Revenue 2014: $5,025,096Expenses 2014: $5,046,712Net Income 2014: -$21,6162014Revenue 2015: $4,984,092Expenses 2015: $5,012,651Net Income 2015: -$28,5592015Revenue 2016: $609,984Expenses 2016: $587,468Net Income 2016: $22,5162016Revenue 2017: $384,367Expenses 2017: $390,775Net Income 2017: -$6,4082017

Highlighted filing

2017

Revenue$384,367
Expenses$390,775
Net Income-$6,408
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$19,109
Liabilities
$0
Net assets
$19,109
Revenue
$384,367
Expenses
$390,775
Net income
-$6,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.38$0.39$0.01
2016Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$0.61$0.59$0.02
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$4.98$5.01$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$5.03$5.05$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$3.88$3.89$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$3.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$4.00
Latest Detailed Filing

The latest 2017 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Gross Receipts
$5,025,096
Mission and Program Overview

Mission

Provide death, sickness, hospitalization, disability, vacation pay, and life insurance benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$53,176$42,310▼ $10,866
Savings and Temporary Cash Investments$53,176$31,560▼ $21,616
Accounts Receivable-$10,750-
Total Assets$53,176$42,310▼ $10,866
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$53,176$42,310▼ $10,866
Total Liabilities and Net Assets / Fund Balance$53,176$42,310▼ $10,866
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$8,140$8,140
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,025,092
Investment Income
$4
Other Revenue
$0
Change in Net Assets
$-21,616
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,181
Salaries, Compensation, and Employee Benefits$8,140
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$4,928,391--$4,928,391
Other Expenses$98,781--$98,781
Fees for Services Accounting-$11,400-$11,400
Current Officers, Directors, Trustees, and Key Employees$8,140--$8,140
Total Functional Expenses$5,035,312$11,400$0$5,046,712
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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

Part VI, Governance, Management and Disclosure

“These items are not available to the public.”

Part VI - Governance, Management, and Disclosure - Section A

“The trust document outlines how the trust is administered and the duties and powers of the trustee.”

Part VI - Governance, Management, and Disclosure - Section B

“The trust document outlines the duties and powers adhered to by the trustee.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A review was not conducted, however, a copy of the return is provided at the time of filing.”

Filing and Contact Details

Filer

Filer Name
Golden Flake Snack Foods Eb Trust
EIN
63-0832388
Phone
7138315601
Address
PO BOX 10566 - GW TRUST TAX DEPT, BIRMINGHAM, AL 35296

Signing Officer

Name
Katherine Rider
Title
Trust Officer
Phone
7138315601
Signed
2015-05-07

Organization Details

Principal Officer
Katherine Rider
Formed
1982
Legal Domicile
Al
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Part XII, Financial Statements and Reporting

“An audit of the organization's financial statements is prepared, however, the audit is prepared on an accrual basis and the return is prepared on a cash basis.”

Description for Making Documents Public

“These items are not available to the public.”

Explanation for Form 990, Part XI, Line 9

“An audit fee ($10,750.00) was charged in error from the trust account in 2013. Fee to be reimbursed in 2015. Reflected as a receivable on the 2014 Form 990 return.”

Raw XML Appendix223 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/AccountantCompileOrReviewInd0true
IRS990/AccountsReceivableGrp/EOYAmt010750
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide death, sickness, hospitalization, disability, vacation pay, and life insurance benefits to participants.
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt04928391
IRS990/BenefitsToMembersGrp/TotalAmt04928391
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COMPASS BANK WMG
IRS990/BooksInCareOfDetail/PhoneNum07138315601
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 Post Oak Blvd 21st Floor
IRS990/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077056
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt08140
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt08140
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt04928391
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04
IRS990/CYOtherExpensesAmt0110181
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05025092
IRS990/CYRevenuesLessExpensesAmt0-21616
IRS990/CYSalariesCompEmpBnftPaidAmt08140
IRS990/CYTotalExpensesAmt05046712
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05025096
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Provide death, sickness, hospitalization, disability, vacation pay, and life insurance benefits to participants.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt05046712
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011400
IRS990/FeesForServicesAccountingGrp/TotalAmt011400
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt07.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Compass Bank Trust Division
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt08140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05025096
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt04
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide death, sickness, hospitalization, disability, vacation pay, and life insurance benefits to participants.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt053176
IRS990/NetAssetsOrFundBalancesEOYAmt042310
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt010750
IRS990/OtherExpensesGrp/Desc0Administrative Fees
IRS990/OtherExpensesGrp/ProgramServicesAmt098781
IRS990/OtherExpensesGrp/TotalAmt098781
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Katherine Rider
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05025092
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05025092
IRS990/ProgSrvcAccomActy2Grp/Desc0Employer contributions made to provide benefits as listed above to plan participants.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05025096
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02914310
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04
IRS990/PYOtherExpensesAmt073934
IRS990/PYProgramServiceRevenueAmt02948948
IRS990/PYRevenuesLessExpensesAmt0-43652
IRS990/PYSalariesCompEmpBnftPaidAmt04360
IRS990/PYTotalExpensesAmt02992604
IRS990/PYTotalRevenueAmt02948952
IRS990/ReconcilationRevenueExpnssAmt0-21616
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt053176
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt042310
IRS990/SavingsAndTempCashInvstGrp/BOYAmt053176
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031560
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0These items are not available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trust document outlines how the trust is administered and the duties and powers of the trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The trust document outlines the duties and powers adhered to by the trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3An audit of the organization's financial statements is prepared, however, the audit is prepared on an accrual basis and the return is prepared on a cash basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A review was not conducted, however, a copy of the return is provided at the time of filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5These items are not available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6An audit fee ($10,750.00) was charged in error from the trust account in 2013. Fee to be reimbursed in 2015. Reflected as a receivable on the 2014 Form 990 return.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Governance, Management and Disclosure
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI - Governance, Management, and Disclosure - Section A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI - Governance, Management, and Disclosure - Section B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Financial Statements and Reporting
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt053176
IRS990/TotalAssetsEOYAmt042310
IRS990/TotalAssetsGrp/BOYAmt053176
IRS990/TotalAssetsGrp/EOYAmt042310
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011400
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05035312
IRS990/TotalFunctionalExpensesGrp/TotalAmt05046712
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt053176
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt042310
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05046712
IRS990/TotalProgramServiceRevenueAmt05025092
IRS990/TotalReportableCompFromOrgAmt08140
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05025096
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05025096
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt053176
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt042310
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02200 Post Oak Blvd 21st Floor
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077056
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE RIDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07138315601
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOLDEN FLAKE SNACK FOODS EB TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GOLD
ReturnHeader/Filer/EIN0630832388
ReturnHeader/Filer/PhoneNum07138315601
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10566 - GW TRUST TAX DEPT
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035296
ReturnHeader/ReturnTs02015-05-11T13:00:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • <$500k nonprofits