Coleman Professional Services - Veba: FY2022 Nonprofit Profile & Form 990 (EIN 81-4619210)

Revenue by fiscal year
FY2019	$4.3M
FY2020	$4.7M
FY2021	$4.2M
FY2022	$4.5M
FY2023	$4.5M
FY2024	$6.8M

Expenses by fiscal year
FY2019	$4.4M
FY2020	$4.8M
FY2021	$4.1M
FY2022	$4.1M
FY2023	$5.2M
FY2024	$6.8M

Net assets by fiscal year
FY2019	−$40K
FY2020	−$47K
FY2021	$35K
FY2022	$371K
FY2023	−$348K
FY2024	−$298K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2017.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $4.1M

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation

Hattie Tracy

President

$0Pt VII · Sec A

Melissa Devlin

Vice President and Secretary

$0Pt VII · Sec A

See Coleman Professional Services - Veba executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds employee health benefits for Coleman Professional Services.

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Provided by the organization

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1 program · $4.1M · in their own filed words · FY2022

01

Health and welfare plan covering eligible employees

$4.1Mprogram expense

By the numbers

The FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$4.5M

Ln 12

Fees for servicesLn 2g$4.5M

Investment incomeLn 3$4K

Money outPt IX

$4.1M

Ln 25

Programscol B$4.1M

Owns and owesPt X

$371K

net assets · Ln 32

Cash and savingsLn 1–2$186K

Total assetsLn 16$512K

LiabilitiesLn 26$141K

PeoplePt VI, VII

2

listed · VII A

PaidVII A0

Voting boardVI 1a2

IndependentVI 1b2

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$4.5M

Investment incomeLn 3$4K

Total revenueLn 12$4.5M

Assets in detailPt X, end of year

CashLn 1$186K

Cash and savings togetherLn 1–2$186K

Total assetsLn 16$512K

LiabilitiesLn 26$141K

Net assetsLn 32$371K

OperationsPt I, VI

EmployeesI 50

VolunteersI 62

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY22	End FY22
Cash and savingsLn 1–2	$75K	$186K
Total assetsLn 16	$75K	$512K
LiabilitiesLn 26	$40K	$141K
Net assetsLn 32	$35K	$371K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$3.7M	$3.7M
Legal feesLn 11b	$49K	$49K
Accounting feesLn 11c	$21K	$21K
Other fees for servicesLn 11g	$233K	$233K
Other expenses (24a–d)Ln 24	$178K	$178K
Total functional expensesLn 25	$4.1M	$4.1M	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$6.8M	$6.8M	$50K	−$298K	990 PDF
FY2023	$4.5M	$5.2M	−$719K	−$348K	990 PDF
FY2022 Viewing	$4.5M	$4.1M	$336K	$371K	990 PDF
FY2021	$4.2M	$4.1M	$82K	$35K	990 PDF
FY2020	$4.7M	$4.8M	−$8K	−$47K	990 PDF
FY2019	$4.3M	$4.4M	−$61K	−$40K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2022 990 (6 parts)

Part I · Summary $4,484,168 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $4,152,775$4,480,600

I-10 Investment incomePrior year $27$3,568

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $4,152,802$4,484,168

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $3,736,415$3,667,035

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $333,930$481,120

I-18 Total expensesPrior year $4,070,345$4,148,155

I-19 Revenue less expensesPrior year $82,457$336,013

Part VI · Governance 2 of 2 board members independent, 3 to look at

VI-1a Voting members of the governing body2

VI-1b Independent voting members2

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $4,484,168 across 3 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,480,600$4,480,600

VIII-3 Investment incomeUnrelated business $3,568$3,568

VIII-12 Total revenueRelated to mission $4,480,600 · Unrelated business $3,568 · Excluded from tax $0$4,484,168

Part IX · Statement of functional expenses $4,148,155 across 5 lines filed

IX-4 Benefits paid to or for membersPrograms $3,667,035$3,667,035

IX-11b Legal feesPrograms $48,771$48,771

IX-11c Accounting feesPrograms $20,835$20,835

IX-11g Other fees for servicesPrograms $233,464$233,464

IX-24 Other expenses (24a–d)Programs $178,050$178,050

IX-25 Total functional expensesPrograms $4,148,155 · Management $0 · Fundraising $0$4,148,155

Part X · Balance sheet $511,849 assets, 7 lines filed

X-1 Cash, non-interest-bearingStart of year $75,059$186,002

X-4 Accounts receivable$325,847

X-16 Total assetsStart of year $75,059$511,849

X-17 Accounts payable and accrued expensesStart of year $39,994$140,771

X-26 Total liabilitiesStart of year $39,994$140,771

X-32 Total net assets or fund balancesStart of year $35,065$371,078

X-33 Total liabilities and net assetsStart of year $75,059$511,849

Part XI · Reconciliation of net assets $371,078 net assets at year end

XI-1 Total revenue$4,484,168

XI-2 Total expenses$4,148,155

XI-3 Revenue less expenses$336,013

XI-4 Net assets at start of year$35,065

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$371,078

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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Coleman Professional Services - Veba FY2022 filing

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