Civic Intelligence

Cleat Benefit Trust

990 • Fiscal year 2016 • EIN 74-2352970

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 31, 2017

Organization ProfileWWW.CLEAT.ORG
400 West 14th St No 100Austin, TX 78701

(512) 495-9111

Siviq Scores

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

Liabilities / Assets

58th percentile

0.03x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

45th percentile

0.00x

Higher debt load relative to revenue than 45% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

9th percentile

-42%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

6.0%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$429,828

Down $308,380 (-42%) from 2015

Net Assets

Down

$416,074

Down $304,218 (-42%) from 2015

Liabilities

Down

$13,754

Down $4,162 (-23%) from 2015

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin21st percentile

Revenue

Up

$2,821,749

Up $159,362 (+6.0%) from 2015

Expenses

Up

$3,166,549

Up $314,703 (+11%) from 2015

Net Income

Down

-$344,800

Down $155,341 (-82%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $886,890Liabilities 2010: $26,847Net Assets 2010: $860,0432010Assets 2011: $1,076,278Liabilities 2011: $15,860Net Assets 2011: $1,060,4182011Assets 2012: $1,274,100Liabilities 2012: $42,180Net Assets 2012: $1,231,9202012Assets 2013: $1,147,943Liabilities 2013: $39,428Net Assets 2013: $1,108,5152013Assets 2014: $962,730Liabilities 2014: $0Net Assets 2014: $962,7302014Assets 2015: $738,208Liabilities 2015: $17,916Net Assets 2015: $720,2922015Assets 2016: $429,828Liabilities 2016: $13,754Net Assets 2016: $416,0742016Assets 2017: $627,001Liabilities 2017: $45,149Net Assets 2017: $581,8522017Assets 2018: $533,226Liabilities 2018: $16,236Net Assets 2018: $516,9902018Assets 2019: $602,080Liabilities 2019: $43,712Net Assets 2019: $558,3682019Assets 2020: $1,351,076Liabilities 2020: $124,252Net Assets 2020: $1,226,8242020Assets 2021: $1,796,673Liabilities 2021: $127,834Net Assets 2021: $1,668,8392021Assets 2022: $1,958,219Liabilities 2022: $41,323Net Assets 2022: $1,916,8962022Assets 2023: $2,635,098Liabilities 2023: $66,507Net Assets 2023: $2,568,5912023Assets 2024: $2,968,248Liabilities 2024: $150,730Net Assets 2024: $2,817,5182024

Highlighted filing

2016

Assets$429,828
Liabilities$13,754
Net Assets$416,074
Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,309,5142010Expenses 2011: $2,528,1002011Expenses 2012: $2,542,5402012Revenue 2013: $2,654,239Expenses 2013: $2,806,969Net Income 2013: -$152,7302013Revenue 2014: $2,794,881Expenses 2014: $2,995,842Net Income 2014: -$200,9612014Revenue 2015: $2,662,387Expenses 2015: $2,851,846Net Income 2015: -$189,4592015Revenue 2016: $2,821,749Expenses 2016: $3,166,549Net Income 2016: -$344,8002016Revenue 2017: $3,524,423Expenses 2017: $3,388,570Net Income 2017: $135,8532017Revenue 2018: $3,719,624Expenses 2018: $3,754,405Net Income 2018: -$34,7812018Revenue 2019: $3,932,201Expenses 2019: $3,938,282Net Income 2019: -$6,0812019Revenue 2020: $4,242,263Expenses 2020: $3,604,779Net Income 2020: $637,4842020Revenue 2021: $4,069,500Expenses 2021: $3,679,417Net Income 2021: $390,0832021Revenue 2022: $3,981,672Expenses 2022: $3,689,984Net Income 2022: $291,6882022Revenue 2023: $4,198,484Expenses 2023: $3,652,494Net Income 2023: $545,9902023Revenue 2024: $3,894,061Expenses 2024: $3,715,584Net Income 2024: $178,4772024

Highlighted filing

2016

Revenue$2,821,749
Expenses$3,166,549
Net Income-$344,800
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$3,014,838
Mission and Program Overview

Mission

To provide health and welfare benefits to the participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$720,292$416,074▼ $304,218
Investments Other Securities$199,704$206,706▲ $7,002
Cash and Non-Interest-Bearing Accounts$347,269$162,701▼ $184,568
Investments in Publicly Traded Securities$191,235$35,795▼ $155,440
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$738,208$429,828▼ $308,380
Other Assets Total$0$24,626▲ $24,626
Liabilities
Accounts Payable and Accrued Expenses$17,916$13,754▼ $4,162
Total Liabilities$17,916$13,754▼ $4,162
Net Assets / Fund Balance
Total Net Assets Fund Balance$720,292$416,074▼ $304,218
Total Liabilities and Net Assets / Fund Balance$738,208$429,828▼ $308,380

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$24,626--
Other Securities$30,533--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
W Todd HarrisonManaging Trustee
Greg ShipleyTrustee
Ronald MartinTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Bay Bridge Administrators LLCThird Party Administrator1101 S CAPITAL OF TEXAS HWY STE E-2, Austin, TX 78746$209,458
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,829,802
Investment Income
$-8,053
Other Revenue
$0
Change in Net Assets
$-344,800

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,821,749
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$36,420
Total Revenue per Audited Statements
$2,858,169
Total Revenue per Form 990
$2,821,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$334,191
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---$2,832,358
Fees for Services Accounting---$12,922
Other Expenses---$4,985
Fees for Services Legal---$480
Insurance---$412
Total Functional Expenses$0$0$0$3,166,549

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,166,549
Expenses per Audited Statements$3,162,387
Total Expenses per Audited Statements$3,162,387
Expenses Not Reported on Financial Statements$4,162
Other Expense Adjustments$4,162
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“After staff review, trustees receive a draft copy of the 990 for review before filing.”

Form 990, Part VI, Section B, Line 12C

“Trustees must disclose any conflict of interest to the cleat ethics committee within 60 days. Each year, trustees sign code of ethics statement.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Cleat Benefit Trust
EIN
74-2352970
Phone
5124959111
Address
400 WEST 14TH ST NO 100, AUSTIN, TX 78701

Signing Officer

Name
W Todd Harrison
Title
Managing Trustee
Phone
5124959111
Signed
2017-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Todd Harrison
Formed
1984
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Atchley & Associates Llp
Address
1005 LA POSADA DRIVE, AUSTIN, TX 78752
Preparer
Karen E Atchley
Phone
5123462086
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Accrual to cash adjustment 4,162.”

Part XII Line 1

“The organization uses the modified cash basis method of accounting.”

Part XII Line 2C

“The organization did not change the selection process of an independent accountant or its oversight process during the year.”

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Accrual to cash adjustment 4,162.”

Raw XML Appendix358 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
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0AUSTIN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0MANAGING TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0176830
IRS990/GrossReceiptsAmt03014838
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentInJointVentureInd00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1FPA CRESCENT FD INSTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc2SPDR S&P 500 ETF TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc3VANGUARD MID CAP ETF INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc4FPA NEW INCOME FD
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCRUAL TO CASH ADJUSTMENT 4,162.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0206706
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFTER STAFF REVIEW, TRUSTEES RECEIVE A DRAFT COPY OF THE 990 FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES MUST DISCLOSE ANY CONFLICT OF INTEREST TO THE CLEAT ETHICS COMMITTEE WITHIN 60 DAYS. EACH YEAR, TRUSTEES SIGN CODE OF ETHICS STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCRUAL TO CASH ADJUSTMENT 4,162.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION USES THE MODIFIED CASH BASIS METHOD OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DID NOT CHANGE THE SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT OR ITS OVERSIGHT PROCESS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741874446
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt082331
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt113754
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01005 LA POSADA DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
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ReturnHeader/ReturnTs02017-11-01T12:29:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$429,828
Liabilities
$13,754
Net assets
$416,074
Revenue
$2,821,749
Expenses
$3,166,549
Net income
-$344,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.15$2.82$3.89$3.72$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.07$2.57$4.20$3.65$0.55
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.04$1.92$3.98$3.69$0.29
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.13$1.67$4.07$3.68$0.39
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.12$1.23$4.24$3.60$0.64
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.04$0.56$3.93$3.94$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.02$0.52$3.72$3.75$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.05$0.58$3.52$3.39$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.01$0.42$2.82$3.17$0.34
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.02$0.72$2.66$2.85$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$2.79$3.00$0.20
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.04$1.11$2.65$2.81$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.04$1.23$2.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.02$1.06$2.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.03$0.86$2.31