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Atlantic Telephone Membershipcorporation Retiree Welfare Trust

  • Shallotte, NC
  • Tax-exempt since Oct. 2007
  • EIN: 20-8662055

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$1.15M (2023)

Expenses
$5.02M (2023)

Total Assets
$14M (2023)

Total Liabilities
$22.4k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,149,646
Expenses
$5,018,148
Net Income
-$3,868,502
Net Assets
$13,966,501
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $784,939
68.3%
Investment Income $277,209
24.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $87,498
7.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,988,935
Total Liabilities $22,434
Net Assets $13,966,501
Compensation
Key Employees and Officers Compensation Related Other
Keith Holden (Ceo) $0 $355,392 $38,400
Kim Edwards (Vp Accounting & Finance) $0 $183,630 $10,034
Whitney King (Board President) $0 $25,800 $0

Document Links

990
Filed on Nov. 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,116,655
Expenses
$877,291
Net Income
$239,364
Net Assets
$15,902,654
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $763,349
68.4%
Investment Income $441,999
39.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$88,693
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,902,654
Total Liabilities $0
Net Assets $15,902,654
Compensation
Key Employees and Officers Compensation Related Other
Keith Holden (Trustee) $0 $334,732 $33,200
Kim Edwards (Trustee) $0 $169,724 $9,487
Jamie Milliken (Trustee (Thru 02/22)) $0 $12,083 $217
Whitney King (Trustee) $0 $22,092 $1,304
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Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,700,585
Expenses
$935,224
Net Income
$1,765,361
Net Assets
$18,926,434
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $811,283
30.0%
Investment Income $445,839
16.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,443,463
53.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,926,434
Total Liabilities $0
Net Assets $18,926,434
Compensation
Key Employees and Officers Compensation Related Other
Keith Holden (Trustee) $0 $260,705 $20,303
Kim Edwards (Trustee) $0 $162,258 $10,089
Jamie Milliken (Trustee) $0 $11,900 $0

Document Links

990
Filed on Nov. 9, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,010,292
Expenses
$986,080
Net Income
$1,024,212
Net Assets
$16,605,736
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $882,153
43.9%
Investment Income $287,487
14.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $840,652
41.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,605,736
Total Liabilities $0
Net Assets $16,605,736
Compensation
Key Employees and Officers Compensation Related Other
Keith Holden (Trustee) $0 $270,592 $76,723
Kim Edwards (Trustee) $0 $155,076 $20,465
Jamie Milliken (Trustee) $0 $14,100 $2,147

Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,457,982
Expenses
$899,291
Net Income
$1,558,691
Net Assets
$14,710,547
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $792,464
32.2%
Investment Income $362,066
14.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,303,452
53.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,710,547
Total Liabilities $0
Net Assets $14,710,547
Compensation
Key Employees and Officers Compensation Related Other
Keith Holden (Trustee) $0 $195,144 $14,318
Kim Edwards (Trustee) $0 $139,564 $11,657
Jamie Milliken (Trustee) $0 $14,700 $14,759

Document Links

990
Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,085,732
Expenses
$762,882
Net Income
$1,322,850
Net Assets
$11,876,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,138,153
54.6%
Investment Income $570,707
27.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $376,872
18.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,876,310
Total Liabilities $0
Net Assets $11,876,310
Compensation
Key Employees and Officers Compensation Related Other
Jamie Milliken (Trustee) $0 $14,700 $0
Keith Holden (Trustee) $0 $195,144 $10,539
Kim Edwards (Trustee) $0 $139,564 $8,313

Document Links

990
Filed on Nov. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,305,205
Expenses
$769,394
Net Income
$1,535,811
Net Assets
$12,414,548
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,409,999
61.2%
Investment Income $420,108
18.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $475,098
20.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,414,548
Total Liabilities $0
Net Assets $12,414,548
Compensation
Key Employees and Officers Compensation Related Other
Jamie Milliken (Trustee) $0 $18,200 $0
O'neal Miller (Trustee) $0 $288,785 $36,018
Kim Edwards (Trustee) $0 $124,008 $11,524

Document Links

990
Filed on Nov. 14, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,571,765
Expenses
$631,308
Net Income
$940,457
Net Assets
$9,755,909
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,275,400
81.1%
Investment Income $214,872
13.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $81,493
5.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,755,909
Total Liabilities $0
Net Assets $9,755,909
Compensation
Key Employees and Officers Compensation Related Other
Roger Cox (Trustee) $0 $116,910 $0
Allen Russ (Trustee) $0 $76,852 $0
Jamie Milliken (Trustee) $0 $16,442 $0
O'neal Miller (Trustee) $0 $202,908 $0
Kim Edwards (Trustee) $0 $114,517 $0
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Document Links

990
Filed on Nov. 10, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,597,616
Expenses
$605,754
Net Income
$991,862
Net Assets
$8,556,804
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,259,803
78.9%
Investment Income $220,602
13.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $117,211
7.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,556,804
Total Liabilities $0
Net Assets $8,556,804
Compensation
Key Employees and Officers Compensation Related Other
Roger Cox (Trustee) $0 $169,940 $0
Allen Russ (Trustee) $0 $392,591 $0
Jamie Milliken (Trustee) $0 $17,600 $0

Document Links

990
Filed on Nov. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,767,911
Expenses
$541,107
Net Income
$1,226,804
Net Assets
$6,702,935
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,202,906
68.0%
Program Services $0
Investment Income $99,370
5.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $93,822
5.3%
Net Inventory Sales $0
Other Revenue $371,813
21.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,102,965
Total Liabilities $1,400,030
Net Assets $6,702,935
Compensation
Key Employees and Officers Compensation Related Other
Roger Cox (Trustee) $0 $0 $0
Allen Russ (Trustee) $0 $0 $0
James H Milliken (Trustee) $0 $0 $0

Document Links

990
Filed on Aug. 12, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,165,224
Expenses
$523,985
Net Income
$641,239
Net Assets
$5,476,131
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,256,658
> 100%
Program Services $0
Investment Income $84,459
7.2%
Bond Proceeds $3,879
0.3%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $33,205
2.8%
Net Inventory Sales $0
Other Revenue -$212,977
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,974,536
Total Liabilities $1,498,405
Net Assets $5,476,131
Compensation
Key Employees and Officers Compensation Related Other
Roger Cox (Trustee) $0 $0 $0
Allen Russ (Trustee) $0 $0 $0
James H Milliken (Trustee) $0 $0 $0

Document Links

990
Filed on July 25, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,129,575
Expenses
$522,473
Net Income
$607,102
Net Assets
$4,834,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,204,100
> 100%
Program Services $0
Investment Income $77,995
6.9%
Bond Proceeds $3,304
0.3%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$155,824
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,094,918
Total Liabilities $260,026
Net Assets $4,834,892

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,646,953
Expenses
$478,238
Net Income
$1,168,715
Net Assets
$4,227,790
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,091,644
66.3%
Program Services $0
Investment Income $128,283
7.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $433,500
26.3%
Net Inventory Sales $0
Other Revenue -$6,474
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,891,031
Total Liabilities -$336,759
Net Assets $4,227,790

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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