Civic Intelligence

Euclid Hitachi Hourly Retirees Welfare Plan Veba Trust

990 • Fiscal year 2013 • EIN 01-6242128

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 25, 2014

Organization ProfileN/A

View Organization Page

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19520 Nottingham RoadCleveland, OH 44110

(216) 531-9632

Siviq Scores

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

Liabilities / Assets

66th percentile

0.09x

Higher debt load relative to assets than 66% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

98th percentile

1.45x

Higher debt load relative to revenue than 98% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Net Margin

6th percentile

-90%

Higher net margin than 6% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Asset Growth

19th percentile

-11%

Faster asset growth than 19% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

2nd percentile

-65%

Faster revenue growth than 2% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$2,049,979

Down $245,802 (-11%) from 2012

Net Assets

Down

$1,871,077

Down $265,221 (-12%) from 2012

Liabilities

Up

$178,902

Up $19,419 (+12%) from 2012

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin6th percentile

Revenue

$123,060

No earlier filing loaded for comparison.

Expenses

Down

$234,243

Down $753,134 (-76%) from 2012

Net Income

-$111,183

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2013

Assets$2,049,979
Liabilities$178,902
Net Assets$1,871,077
Open 2013 Filing

Operations Trend

Revenue Growth2nd percentile

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

2013

Revenue$123,060
Expenses$234,243
Net Income-$111,183
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 25, 2014
Return Version
2013v3.1
Gross Receipts
$268,563
Mission and Program Overview

Mission

To provide insurance benefits for retired members.

To provide insurance benefits for retired employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,254,018$2,034,809▼ $219,209
Cash and Non-Interest-Bearing Accounts$36,736$10,059▼ $26,677
Total Assets$2,295,781$2,049,979▼ $245,802
Other Assets Total$5,027$5,111▲ $84
Liabilities
Other Liabilities$154,456$159,428▲ $4,972
Accounts Payable and Accrued Expenses$5,027$19,474▲ $14,447
Total Liabilities$159,483$178,902▲ $19,419
Net Assets / Fund Balance
Unrestricted Net Assets$2,136,298$1,871,077▼ $265,221
Total Net Assets Fund Balance$2,136,298$1,871,077▼ $265,221
Total Liabilities and Net Assets / Fund Balance$2,295,781$2,049,979▼ $245,802
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Juan RobertsTrustee
Robert WolfeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$38,230
Investment Income
$84,830
Other Revenue
$0
Change in Net Assets
$-111,183

Audited Revenue Reconciliation

Revenue per Audited Statements
$123,060
Revenue Not Reported on Form 990
$-154,038
Total Revenue per Audited Statements
$-30,978
Total Revenue per Form 990
$123,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,808
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$186,435--$186,435
Fees for Services Legal$23,847--$23,847
Fees for Services Management$7,620--$7,620
Fees for Services Accounting$7,500--$7,500
Fees for Service Investment Mgmnt Fees$3,420--$3,420
Other Expenses$420--$420
Total Functional Expenses$234,243$0$0$234,243

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$234,243
Total Expenses per Audited Statements$234,243
Total Expenses per Form 990$234,243
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposit - Run-out Claims$159,428
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Administration has be delegated to quality benefit services, ltd.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by attorney and third party administrator prior to filing.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
01-6242128
Phone
2165319632

Signing Officer

Name
Lorraine Ray
Title
Administrator
Phone
2165319632
Signed
2014-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Quality Benefit Services Ltd
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Preparer
Jeffery J Barber
Phone
2167658110
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“INSURANCE PREMIUMS PAID”

Raw XML Appendix264 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/ActivityOrMissionDesc0TO PROVIDE INSURANCE BENEFITS FOR RETIRED EMPLOYEES.
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0186435
IRS990/BenefitsToMembersGrp/TotalAmt0186435
IRS990/BooksInCareOfDetail/PersonNm0EUCLID HITACHI RETIREES VEBA TRUST
IRS990/BooksInCareOfDetail/PhoneNum02165319632
IRS990/BooksInCareOfDetail/USAddress/AddressLine1019520 NOTTINGHAM ROAD
IRS990/BooksInCareOfDetail/USAddress/City0CLEVELAND
IRS990/BooksInCareOfDetail/USAddress/State0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCode044110
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IRS990/CompensationProcessOtherInd0false
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IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-111183
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IRS990/Desc0PROVIDE RETIREE HEALTH BENEFITS TO MEMBERS.
IRS990/DescribedInSection501c3Ind0false
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/FSAuditedInd0true
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IRS990/GainOrLossGrp/SecuritiesAmt04497
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0150000
IRS990/GrossReceiptsAmt0268563
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt080333
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080333
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02254018
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02034809
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0145503
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE INSURANCE BENEFITS FOR RETIRED EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02136298
IRS990/NetAssetsOrFundBalancesEOYAmt01871077
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt04497
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04497
IRS990/NetUnrlzdGainsLossesInvstAmt0-154038
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05027
IRS990/OtherAssetsTotalGrp/EOYAmt05111
IRS990/OtherExpensesGrp/Desc0INSURANCE
IRS990/OtherExpensesGrp/Desc1TRUSTEE FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt05001
IRS990/OtherExpensesGrp/ProgramServicesAmt1420
IRS990/OtherExpensesGrp/TotalAmt05001
IRS990/OtherExpensesGrp/TotalAmt1420
IRS990/OtherLiabilitiesGrp/BOYAmt0154456
IRS990/OtherLiabilitiesGrp/EOYAmt0159428
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0QUALITY BENEFIT SERVICES LTD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RDS INCOME
IRS990/ProgramServiceRevenueGrp/Desc1REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc2EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024200
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt047808
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0795963
IRS990/PYInvestmentIncomeAmt0104918
IRS990/PYOtherExpensesAmt0191414
IRS990/PYProgramServiceRevenueAmt0376173
IRS990/PYRevenuesLessExpensesAmt0-506286
IRS990/PYTotalExpensesAmt0987377
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IRS990/ReconcilationRevenueExpnssAmt0-111183
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0234243
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-154038
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0159428
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSIT - RUN-OUT CLAIMS
IRS990ScheduleD/RevenueNotReportedAmt0-154038
IRS990ScheduleD/RevenueSubtotalAmt0123060
IRS990ScheduleD/TotalExpensesPerForm990Amt0234243
IRS990ScheduleD/TotalLiabilityAmt0159428
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE PREMIUMS PAID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATION HAS BE DELEGATED TO QUALITY BENEFIT SERVICES, LTD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY ATTORNEY AND THIRD PARTY ADMINISTRATOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/ZIPCode044110
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IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-25
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ReturnHeader/Filer/BusinessName/BusinessNameLine20BENEFIT PLAN
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ReturnHeader/Filer/PhoneNum02165319632
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ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0441225836
ReturnHeader/PreparerPersonGrp/PhoneNum02167658110
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY J BARBER
ReturnHeader/ReturnTs02014-07-29T12:37:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,049,979
Liabilities
$178,902
Net assets
$1,871,077
Revenue
$123,060
Expenses
$234,243
Net income
-$111,183
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. 2013 filings • 501(c)9 • $1M-$5M nonprofits