Civic Intelligence

Coleman Professional Services Veba

990 • Fiscal year 2018 • EIN 81-4619210

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.COLEMANSERVICES.ORG
5982 Rhodes RoadKent, OH 44240

(330) 673-1347

Siviq Scores

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

Liabilities / Assets

91st percentile

0.83x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

58th percentile

0.03x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

39th percentile

-0.1%

Higher net margin than 39% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

91st percentile

42%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

45%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$124,546

Up $36,874 (+42%) from 2017

Net Assets

Down

$21,734

Down $2,960 (-12%) from 2017

Liabilities

Up

$102,812

Up $39,834 (+63%) from 2017

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin39th percentile

Revenue

Up

$3,637,919

Up $1,137,255 (+45%) from 2017

Expenses

Up

$3,640,879

Up $1,164,909 (+47%) from 2017

Net Income

Down

-$2,960

Down $27,654 (-112%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2017: $87,672Liabilities 2017: $62,978Net Assets 2017: $24,6942017Assets 2018: $124,546Liabilities 2018: $102,812Net Assets 2018: $21,7342018Assets 2019: $45,742Liabilities 2019: $85,493Net Assets 2019: -$39,7512019Assets 2020: $49,404Liabilities 2020: $96,796Net Assets 2020: -$47,3922020Assets 2021: $75,059Liabilities 2021: $39,994Net Assets 2021: $35,0652021Assets 2022: $511,849Liabilities 2022: $140,771Net Assets 2022: $371,0782022Assets 2023: $1,254,379Liabilities 2023: $1,602,089Net Assets 2023: -$347,7102023Assets 2024: $113,894Liabilities 2024: $411,760Net Assets 2024: -$297,8662024

Highlighted filing

2018

Assets$124,546
Liabilities$102,812
Net Assets$21,734
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $2,500,664Expenses 2017: $2,475,970Net Income 2017: $24,6942017Revenue 2018: $3,637,919Expenses 2018: $3,640,879Net Income 2018: -$2,9602018Revenue 2019: $4,347,003Expenses 2019: $4,408,488Net Income 2019: -$61,4852019Revenue 2020: $4,746,036Expenses 2020: $4,753,677Net Income 2020: -$7,6412020Revenue 2021: $4,152,802Expenses 2021: $4,070,345Net Income 2021: $82,4572021Revenue 2022: $4,484,168Expenses 2022: $4,148,155Net Income 2022: $336,0132022Revenue 2023: $4,491,055Expenses 2023: $5,209,843Net Income 2023: -$718,7882023Revenue 2024: $6,813,822Expenses 2024: $6,763,978Net Income 2024: $49,8442024

Highlighted filing

2018

Revenue$3,637,919
Expenses$3,640,879
Net Income-$2,960
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$3,637,919
Mission and Program Overview

Mission

The coleman professional services - veba ("trust") is organized for the purpose of providing funding for the employee health benefits of coleman professional services, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$84,034$124,546▲ $40,512
Rtn Earn Endowment Incm Other Fnds$24,694$21,734▼ $2,960
Accounts Receivable$3,638--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$87,672$124,546▲ $36,874
Liabilities
Accounts Payable and Accrued Expenses$62,978$102,812▲ $39,834
Total Liabilities$62,978$102,812▲ $39,834
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,694$21,734▼ $2,960
Total Liabilities and Net Assets / Fund Balance$87,672$124,546▲ $36,874
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Darryl HuntTrustee
Eric WertzTrustee
Jeff FowlerTrustee
John RyanTrustee
Michael SelzerTrustee
Russell BurgettTrustee
Brian SteereTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,637,706
Investment Income
$213
Other Revenue
$0
Change in Net Assets
$-2,960

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,637,919
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,637,919
Total Revenue per Form 990
$3,637,919
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$251,862
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$3,389,017--$3,389,017
Fees for Services Other$229,271--$229,271
Fees for Services Accounting$19,922--$19,922
Other Expenses$178--$178
Total Functional Expenses$3,640,879$0$0$3,640,879

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,640,879
Total Expenses per Audited Statements$3,640,879
Total Expenses per Form 990$3,640,879
Expenses Not Reported on Financial Statements$0
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
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

“The organization has reviewed the form 990 prior to filing.”

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

“The board reviews the working relationships between individual members and the organization on an annual basis. Any time a board member may have a conflict of interest, the other members and officers review and make a determination on the possible conflict.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Coleman Professional Services - Veba
EIN
81-4619210
Phone
3306731347
Address
5982 RHODES ROAD, KENT, OH 44240

Signing Officer

Name
Nelson W Burns
Title
President and CEO
Phone
3306731347
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nelson W Burns
Formed
2017
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Ciuni & Panichi Inc
Address
25201 CHAGRIN BLVD 200, CLEVELAND, OH 44122-5683
Preparer
Jeffrey R Spencer CPA
Phone
2168317171
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The veba trust funding certain benefits of the plan received an exemption letter from the internal revenue service (irs) dated july 20, 2017, stating that the trust is tax-exempt under the provisions of section 501(c)9 of the internal revenue code (irc). However, as a result of the plan's funding policy, from time to time, the trust may be subject to income taxes. No federal or state income taxes have been recorded during the year ended december 31, 2018 for unrelated business taxable income. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the taxexempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix350 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 VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JULY 20, 2017, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME, THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED DURING THE YEAR ENDED DECEMBER 31, 2018 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAXEXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS REVIEWED THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE WORKING RELATIONSHIPS BETWEEN INDIVIDUAL MEMBERS AND THE ORGANIZATION ON AN ANNUAL BASIS. ANY TIME A BOARD MEMBER MAY HAVE A CONFLICT OF INTEREST, THE OTHER MEMBERS AND OFFICERS REVIEW AND MAKE A DETERMINATION ON THE POSSIBLE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03012127
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0COLEMAN PROFESSIONAL SERVICES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0124546
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IRS990/TotalAssetsGrp/EOYAmt0124546
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NELSON W BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03306731347
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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ReturnHeader/Filer/BusinessNameControlTxt0COLE
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ReturnHeader/Filer/PhoneNum03306731347
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ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:05:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341322309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CIUNI & PANICHI INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025201 CHAGRIN BLVD 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441225683
ReturnHeader/PreparerPersonGrp/PhoneNum02168317171
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY R SPENCER CPA
ReturnHeader/ReturnTs02019-11-15T12:52:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$124,546
Liabilities
$102,812
Net assets
$21,734
Revenue
$3,637,919
Expenses
$3,640,879
Net income
-$2,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.41$0.30$6.81$6.76$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.25$1.60$0.35$4.49$5.21$0.72
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.14$0.37$4.48$4.15$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.04$0.04$4.15$4.07$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.10$0.05$4.75$4.75$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.09$0.04$4.35$4.41$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.10$0.02$3.64$3.64$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.06$0.02$2.50$2.48$0.02