Civic Intelligence

Ufcw Region 5 Educational Trust

990PF • Fiscal year 2019 • EIN 75-2035368

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 27, 2020

Organization Profile
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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

2.0%

Faster asset growth than 52% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

93rd percentile

105%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$101,046

Up $3,876 (+4.0%) from 2017

Net Assets

Up

$101,046

Up $3,876 (+4.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin99th percentile

Revenue

Up

$2,287

Up $1,745 (+322%) from 2017

Expenses

Flat

$0

Flat from 2017

Net Income

Up

$2,287

Up $1,745 (+322%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2019

Assets$101,046
Liabilities$0
Net Assets$101,046
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

2019

Revenue$2,287
Expenses$0
Net Income$2,287
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 27, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

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
2020-07-27
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 Appendix156 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Grapewine
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt023
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
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
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt040 Burton Hills Blvd Ste 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Nashville
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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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
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0Unrealized Appreciation of Investments
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0140
ReturnHeader/BuildTS02020-11-19 02:30:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Greg Stallings
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
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ReturnHeader/Filer/BusinessNameControlTxt0UFCW
ReturnHeader/Filer/EIN0752035368
ReturnHeader/Filer/PhoneNum06158859060
ReturnHeader/Filer/USAddress/AddressLine1Txt04207 Lebanon Rd Room 100
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ReturnHeader/FilingSecurityInformation/IPTm017:18:54
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01690 Stone Village Lane Suite 501
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-27T01:20:10-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,046
Liabilities
$0
Net assets
$101,046
Revenue
$2,287
Expenses
$0
Net income
$2,287
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