Civic Intelligence

Caney Fork Electric Cooperative Inc Veba Trust

990EZ • Fiscal year 2020 • EIN 82-1493421

Jul 01, 2019 to Jun 30, 2020 • Filed on May 20, 2021

Organization ProfileN/A
920 Smithville HwyMcminnville, TN 37110

(931) 473-3116

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2020: $0Net Assets 2020: $02020Assets 2021: $514,002Liabilities 2021: $0Net Assets 2021: $514,0022021Assets 2022: $907,935Liabilities 2022: $0Net Assets 2022: $907,9352022Assets 2023: $967,596Liabilities 2023: $0Net Assets 2023: $967,5962023Assets 2024: $1,036,778Liabilities 2024: $0Net Assets 2024: $1,036,7782024Assets 2025: $1,190,703Liabilities 2025: $0Net Assets 2025: $1,190,7032025

Highlighted filing

2020

Assets$0
Liabilities-
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2020: $02020Revenue 2021: $503,269Expenses 2021: $1,867Net Income 2021: $501,4022021Revenue 2022: $527,343Expenses 2022: $6,632Net Income 2022: $520,7112022Revenue 2023: $13,539Expenses 2023: $6,324Net Income 2023: $7,2152023Revenue 2024: $44,810Expenses 2024: $11,468Net Income 2024: $33,3422024Revenue 2025: $81,078Expenses 2025: $9,786Net Income 2025: $71,2922025

Highlighted filing

2020

Revenue$0
Expenses-
Net Income-
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 20, 2021
Return Version
2019v5.0
Mission and Program Overview

Mission

The Caney Fork Electric Cooperative Inc. VEBA Trust was formed to provide post retirement health benefits to the retiring employees of Caney Fork Electric.

The trust is established by Caney Fork Electric Cooperative, Inc. an electrical cooperative. The trustees are officers of Caney form and are appointed by Caney Fork's Board of Directors.

Program Services

DescriptionGrantsExpenses
The trust is established by Caney Fork Electric Cooperative, Inc. an electrical cooperative. The trustees are officers of Caney Fork and are appointed by Caney Fork's board of directors. Membership is limited to individuals eligible for retiree medical benefits under Caney Frok's retiree medical plan. The trust may reimburse participants directly for covered expenses or directly to the provider. All amounts will be determined by the terms of the retiree medical plan.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY HENRYDirectorPT$0--
WILLAM S ROGERSDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Caney Fork Electric Cooperative Inc Veba
EIN
82-1493421
Phone
9314733116
Address
920 SMITHVILLE HWY, MCMINNVILLE, TN 37110

Signing Officer

Name
Willam S Rogers
Title
Director
Signed
2021-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Totherow Haile & Welch CPAs PLLC
Address
2355 South Chancery St, McMinnville, TN 37110
Preparer
Kellie M Rowland CPA
Phone
9316681272
Raw XML Appendix81 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIMBERLY HENRY
IRS990EZ/BooksInCareOfDetail/PhoneNum09314733116
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0920 SMITHVILLE HWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MCMINNVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037110
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/InitialReturnInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMBERLY HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLAM S ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The trust is established by Caney Fork Electric Cooperative, Inc. an electrical cooperative. The trustees are officers of Caney form and are appointed by Caney Fork's Board of Directors.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The trust is established by Caney Fork Electric Cooperative, Inc. an electrical cooperative. The trustees are officers of Caney Fork and are appointed by Caney Fork's board of directors. Membership is limited to individuals eligible for retiree medical benefits under Caney Frok's retiree medical plan. The trust may reimburse participants directly for covered expenses or directly to the provider. All amounts will be determined by the terms of the retiree medical plan.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLAM S ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CANEY FORK ELECTRIC COOPERATIVE INC VEBA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CANE
ReturnHeader/Filer/EIN0821493421
ReturnHeader/Filer/PhoneNum09314733116
ReturnHeader/Filer/USAddress/AddressLine1Txt0920 SMITHVILLE HWY
ReturnHeader/Filer/USAddress/CityNm0MCMINNVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620693408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Totherow Haile & Welch CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02355 South Chancery St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0McMinnville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037110
ReturnHeader/PreparerPersonGrp/PhoneNum09316681272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kellie M Rowland CPA
ReturnHeader/ReturnTs02021-05-20T06:17:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$0
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08$0.01$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.04$0.01$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.01$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.53$0.01$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.50$0.00$0.50
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00