Civic Intelligence

Ufcw Region 5 Educational Trust

990PF • Fiscal year 2016 • EIN 75-2035368

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 24, 2017

4207 Lebanon Rd Room 100Hermitage, TN 37076

(615) 885-9060

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

49th percentile

0.0%

Faster asset growth than 49% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.0%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$96,628

Up $11 (+0.0%) from 2015

Net Assets

Up

$96,628

Up $11 (+0.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Flat

$11

Flat from 2015

Expenses

Flat

$0

Flat from 2015

Net Income

Flat

$11

Flat from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $120,708Liabilities 2010: $0Net Assets 2010: $120,7082010Assets 2011: $114,565Liabilities 2011: $0Net Assets 2011: $114,5652011Assets 2012: $99,118Liabilities 2012: $0Net Assets 2012: $99,1182012Assets 2013: $97,345Liabilities 2013: $0Net Assets 2013: $97,3452013Assets 2014: $96,606Liabilities 2014: $0Net Assets 2014: $96,6062014Assets 2015: $96,617Liabilities 2015: $0Net Assets 2015: $96,6172015Assets 2016: $96,628Liabilities 2016: $0Net Assets 2016: $96,6282016Assets 2017: $97,170Liabilities 2017: $0Net Assets 2017: $97,1702017Assets 2019: $101,046Liabilities 2019: $0Net Assets 2019: $101,0462019Assets 2020: $101,693Liabilities 2020: $0Net Assets 2020: $101,6932020Assets 2021: $101,671Liabilities 2021: $0Net Assets 2021: $101,6712021Assets 2022: $102,134Liabilities 2022: $0Net Assets 2022: $102,1342022Assets 2023: $106,188Liabilities 2023: $0Net Assets 2023: $106,1882023Assets 2024: $111,265Liabilities 2024: $0Net Assets 2024: $111,2652024

Highlighted filing

2016

Assets$96,628
Liabilities$0
Net Assets$96,628

Operations Trend

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

$20K$15K$10K$5.0K$0-$5.0KExpenses 2010: $10,7742010Expenses 2011: $12,3812011Expenses 2012: $17,4062012Revenue 2013: $12,230Expenses 2013: $14,003Net Income 2013: -$1,7732013Revenue 2014: $11Expenses 2014: $750Net Income 2014: -$7392014Revenue 2015: $11Expenses 2015: $0Net Income 2015: $112015Revenue 2016: $11Expenses 2016: $0Net Income 2016: $112016Revenue 2017: $542Expenses 2017: $0Net Income 2017: $5422017Revenue 2019: $2,287Expenses 2019: $0Net Income 2019: $2,2872019Revenue 2020: $647Expenses 2020: $0Net Income 2020: $6472020Revenue 2021: -$22Expenses 2021: $0Net Income 2021: -$222021Revenue 2022: $463Expenses 2022: $0Net Income 2022: $4632022Revenue 2023: $4,054Expenses 2023: $0Net Income 2023: $4,0542023Revenue 2024: $5,077Expenses 2024: $0Net Income 2024: $5,0772024

Highlighted filing

2016

Revenue$11
Expenses$0
Net Income$11
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 24, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ricky BurrisTrustee-$0--
Greg StallingsTrustee-$0--
Filing and Contact Details

Filer

Filer Name
UFCW Region 5 Educational Trust
EIN
75-2035368
Phone
6158859060
Address
4207 Lebanon Rd Room 100, Hermitage, TN 37076

Signing Officer

Name
Greg Stallings
Title
Trustee
Signed
2017-10-24
Discuss with paid preparer
No

Preparer

Firm
Dennis G Jenkins CPA LLC
Address
1690 Stone Village Lane Suite 501, Kennesaw, GA 30152
Preparer
Dennis G Jenkins
Phone
7704245755
Raw XML Appendix166 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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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Nashville
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Cumberland Trust
IRS990PF/StatementsRegardingActyGrp/PhoneNum06157832544
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0To provide educational scholarships to qualified individuals.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Greg Stallings
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UFCW Region 5 Educational Trust
ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0752035368
ReturnHeader/Filer/PhoneNum06158859060
ReturnHeader/Filer/USAddress/AddressLine1Txt04207 Lebanon Rd Room 100
ReturnHeader/Filer/USAddress/CityNm0Hermitage
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ReturnHeader/FilingSecurityInformation/IPDt02017-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:48:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dennis G Jenkins CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01690 Stone Village Lane Suite 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kennesaw
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
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ReturnHeader/PreparerPersonGrp/PhoneNum07704245755
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis G Jenkins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-24T12:02:10-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.00$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.00$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.02$0.00$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.12$0.14$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.17
2011Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.11