Civic Intelligence

Euclid Hitachi Hourly Retirees Welfare Plan Veba Trust

990 • Fiscal year 2012 • EIN 01-6242128

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 18, 2013

Organization ProfileN/A

View Organization Page

19520 Nottingham Road44110
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.07x

Higher debt load relative to assets than 63% of similar nonprofits.

2012 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

18th percentile

-12%

Faster asset growth than 18% of similar nonprofits.

2012 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$2,295,781

Down $323,260 (-12%) from 2011

Net Assets

Down

$2,136,298

Down $476,709 (-18%) from 2011

Liabilities

Up

$159,483

Up $153,449 (+2543%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$987,377

Down $578,311 (-37%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,619,041Liabilities 2011: $6,034Net Assets 2011: $2,613,0072011Assets 2012: $2,295,781Liabilities 2012: $159,483Net Assets 2012: $2,136,2982012Assets 2013: $2,049,979Liabilities 2013: $178,902Net Assets 2013: $1,871,0772013Assets 2014: $1,954,285Liabilities 2014: $135,545Net Assets 2014: $1,818,7402014Assets 2015: $1,769,092Liabilities 2015: $135,545Net Assets 2015: $1,633,5472015Assets 2016: $1,621,120Liabilities 2016: $135,545Net Assets 2016: $1,485,5752016Assets 2017: $1,464,383Liabilities 2017: $135,545Net Assets 2017: $1,328,8382017Assets 2018: $1,383,507Liabilities 2018: $135,545Net Assets 2018: $1,247,9622018Assets 2019: $1,445,832Liabilities 2019: $135,545Net Assets 2019: $1,310,2872019Assets 2020: $1,465,182Liabilities 2020: $135,545Net Assets 2020: $1,329,6372020Assets 2021: $1,358,967Liabilities 2021: $135,545Net Assets 2021: $1,223,4222021Assets 2022: $1,124,616Liabilities 2022: $135,545Net Assets 2022: $989,0712022Assets 2023: $1,107,681Liabilities 2023: $135,985Net Assets 2023: $971,6962023Assets 2024: $1,055,148Liabilities 2024: $0Net Assets 2024: $1,055,1482024

Highlighted filing

2012

Assets$2,295,781
Liabilities$159,483
Net Assets$2,136,298
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $990,904Expenses 2011: $1,565,688Net Income 2011: -$574,7842011Expenses 2012: $987,3772012Revenue 2013: $123,060Expenses 2013: $234,243Net Income 2013: -$111,1832013Revenue 2014: $86,480Expenses 2014: $203,831Net Income 2014: -$117,3512014Revenue 2015: $73,341Expenses 2015: $212,237Net Income 2015: -$138,8962015Revenue 2016: $52,465Expenses 2016: $202,518Net Income 2016: -$150,0532016Revenue 2017: $41,405Expenses 2017: $216,639Net Income 2017: -$175,2342017Revenue 2018: $45,195Expenses 2018: $83,914Net Income 2018: -$38,7192018Revenue 2019: $46,969Expenses 2019: $76,138Net Income 2019: -$29,1692019Revenue 2020: $59,027Expenses 2020: $117,103Net Income 2020: -$58,0762020Revenue 2021: $55,104Expenses 2021: $73,084Net Income 2021: -$17,9802021Revenue 2022: $26,765Expenses 2022: $58,789Net Income 2022: -$32,0242022Revenue 2023: $31,105Expenses 2023: $83,182Net Income 2023: -$52,0772023Revenue 2024: $172,569Expenses 2024: $68,573Net Income 2024: $103,9962024

Highlighted filing

2012

Revenue-
Expenses$987,377
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 18, 2013
Return Version
2012v2.3
Gross Receipts
$481,091
Mission and Program Overview

Mission

To provide insurance benefits for retired members.

Filing and Contact Details

Filer

EIN
01-6242128
Raw XML Appendix259 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
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IRS990/AccountsPayableAccruedExpenses/BOY06034
IRS990/AccountsPayableAccruedExpenses/EOY05027
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0TO PROVIDE INSURANCE BENEFITS FOR RETIRED EMPLOYEES.
IRS990/ActivityOther/Description0INSURANCE PREMIUMS PAID
IRS990/ActivityOther/Expense0987377
IRS990/AddressChange0X
IRS990/AddressPrincipalOfficerUS/AddressLine1019520 NOTTINGHAM ROAD
IRS990/AddressPrincipalOfficerUS/City0CLEVELAND
IRS990/AddressPrincipalOfficerUS/State0OH
IRS990/AddressPrincipalOfficerUS/ZIPCode044110
IRS990/AuditCommittee0false
IRS990/BenefitsPaidToMembersCY0795963
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IRS990/BenefitsToMembers/Total0795963
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IRS990/CashNonInterestBearing/BOY043455
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IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0true
IRS990/DescribedIn501C30false
IRS990/Description0PROVIDE RETIREE HEALTH BENEFITS TO MEMBERS.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
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IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ProgramServices07550
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IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/NamePerson0ROBERT WOLFE
IRS990/Form990PartVIISectionA/NamePerson1JUAN ROBERTS
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0481091
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear0104918
IRS990/InvestmentIncomePriorYear0106783
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome0104918
IRS990/InvestmentIncome/TotalRevenueColumn0104918
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY02569552
IRS990/InvestmentsPubTradedSecurities/EOY02254018
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0TO PROVIDE INSURANCE BENEFITS FOR RETIRED EMPLOYEES.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0QUALITY BENEFIT SERVICES LTD
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers02
IRS990/NbrVotingMembersGoverningBody02
IRS990/NetAssetsOrFundBalancesBOY02613007
IRS990/NetAssetsOrFundBalancesEOY02136298
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY06034
IRS990/OtherAssetsTotal/EOY05027
IRS990/OtherExpensePriorYear0169857
IRS990/OtherExpensesCurrentYear0191414
IRS990/OtherExpenses/Description0ADMINISTRATIVE FEES
IRS990/OtherExpenses/Description1TRUSTEE FEES
IRS990/OtherExpenses/Description2ACTUARY FEES
IRS990/OtherExpenses/ProgramServices0137783
IRS990/OtherExpenses/ProgramServices14844
IRS990/OtherExpenses/ProgramServices23000
IRS990/OtherExpenses/Total0137783
IRS990/OtherExpenses/Total14844
IRS990/OtherExpenses/Total23000
IRS990/OtherLiabilities/EOY0154456
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear0884121
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY0376173
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0374733
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome11440
IRS990/ProgramServiceRevenue/TotalRevenueColumn0374733
IRS990/ProgramServiceRevenue/TotalRevenueColumn11440
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses0-506286
IRS990/ReconciliationUnrealizedInvest029577
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0-506286
IRS990/RevenuesLessExpensesPriorYear0-574784
IRS990/SalariesEtcCurrentYear00
IRS990/ScheduleBRequired0false
IRS990ScheduleD/ExpensesSubtotal0987377
IRS990ScheduleD/NetUnrealizedGainsInvestments029577
IRS990ScheduleD/OtherLiabilities/Amount0154456
IRS990ScheduleD/OtherLiabilities/Description0DEPOSIT - RUN-OUT CLAIMS
IRS990ScheduleD/RevenueNotRptdF990029577
IRS990ScheduleD/RevenueSubtotal0481091
IRS990ScheduleD/TotalExpensesPerForm9900987377
IRS990ScheduleD/TotalOfAmounts0154456
IRS990ScheduleD/TotalRevenuePerForm9900481091
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0987377
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0510668
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0INSURANCE PREMIUMS PAID
IRS990ScheduleO/GeneralExplanation/Explanation1ADMINISTRATION HAS BE DELEGATED TO QUALITY BENEFIT SERVICES, LTD.
IRS990ScheduleO/GeneralExplanation/Explanation2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/GeneralExplanation/Explanation3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier0ALL OTHER ACCOMPLISHMENT DESCRIPTION
IRS990ScheduleO/GeneralExplanation/Identifier1MANAGEMENT DELEGATED
IRS990ScheduleO/GeneralExplanation/Identifier2ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier3GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0false
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0OH
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
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IRS990/TheBooksAreInCareOf/AddressUS/City0CLEVELAND
IRS990/TheBooksAreInCareOf/AddressUS/State0OH
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode044110
IRS990/TheBooksAreInCareOf/NamePerson0EUCLID HITACHI RETIREES VEBA TRUST
IRS990/TheBooksAreInCareOf/TelephoneNumber02165319632
IRS990/TotalAssets/BOY02619041
IRS990/TotalAssetsBOY02619041
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IRS990/TotalAssetsEOY02295781
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear0987377
IRS990/TotalExpensesPriorYear01565688
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0987377
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IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
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IRS990/TotalNbrEmployees00
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IRS990/TypeOfOrganizationCorporation0X
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IRS990/UnrestrictedNetAssets/BOY02613007
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IRS990/UponRequest0X
IRS990/WhistleblowerPolicy0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0016242128
ReturnHeader/Filer/Name/BusinessNameLine10EUCLID HITACHI RETIREE VEBA
ReturnHeader/Filer/Name/BusinessNameLine20BENEFIT PLAN
ReturnHeader/Filer/NameControl0EUCL
ReturnHeader/Filer/Phone02165319632
ReturnHeader/Filer/USAddress/AddressLine1019520 NOTTINGHAM ROAD
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044110
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-11-18
ReturnHeader/Officer/Name0LORRAINE RAY
ReturnHeader/Officer/Phone02165319632
ReturnHeader/Officer/Title0ADMINISTRATOR
ReturnHeader/Preparer/DatePrepared02013-11-25
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TRAMER SHORE & ZWICK CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1023775 COMMERCE PARK RD STE 1
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CLEVELAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0441225836
ReturnHeader/Preparer/Name0JEFFERY J BARBER
ReturnHeader/Preparer/Phone02167658110
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-25T07:16:48-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,295,781
Liabilities
$159,483
Net assets
$2,136,298
Revenue
-
Expenses
$987,377
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.17$0.07$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.14$0.97$0.03$0.08$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.14$0.99$0.03$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.14$1.22$0.06$0.07$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.14$1.33$0.06$0.12$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.14$1.31$0.05$0.08$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.14$1.25$0.05$0.08$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.14$1.33$0.04$0.22$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.14$1.49$0.05$0.20$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.14$1.63$0.07$0.21$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.14$1.82$0.09$0.20$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.05$0.18$1.87$0.12$0.23$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.16$2.14$0.99
2011Summary only. Only limited summary data is available for this year.$2.62$0.01$2.61$0.99$1.57$0.57
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)9 • $1M-$5M nonprofits