Civic Intelligence

Supplemental Unemployment Benefit Plan of Xerox Corp & the Xerographic Division

990 • Fiscal year 2017 • EIN 06-1002325

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization ProfileN/A
201 Merritt 7Norwalk, CT 06851

(203) 849-2459

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.08x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

1st percentile

-1508%

Higher net margin than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

55th percentile

$1,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

13th percentile

-11%

Faster asset growth than 13% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

288%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$779,809

Down $94,935 (-11%) from 2016

Net Assets

Down

$779,309

Down $95,185 (-11%) from 2016

Liabilities

Up

$500

Up $250 (+100%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Up

$6,310

Up $4,683 (+288%) from 2016

Expenses

Down

$101,495

Down $4,279 (-4.0%) from 2016

Net Income

Up

-$95,185

Up $8,962 (+8.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,188,208Liabilities 2011: $2,000Net Assets 2011: $1,186,2082011Assets 2012: $1,136,030Liabilities 2012: $1,000Net Assets 2012: $1,135,0302012Assets 2013: $1,060,309Liabilities 2013: $1,000Net Assets 2013: $1,059,3092013Assets 2014: $1,021,695Liabilities 2014: $1,000Net Assets 2014: $1,020,6952014Assets 2015: $978,891Liabilities 2015: $250Net Assets 2015: $978,6412015Assets 2016: $874,744Liabilities 2016: $250Net Assets 2016: $874,4942016Assets 2017: $779,809Liabilities 2017: $500Net Assets 2017: $779,3092017Assets 2018: $735,197Liabilities 2018: $750Net Assets 2018: $734,4472018Assets 2019: $712,800Liabilities 2019: $8,917Net Assets 2019: $703,8832019Assets 2020: $704,196Liabilities 2020: $39,652Net Assets 2020: $664,5442020Assets 2021: $621,496Liabilities 2021: $1,750Net Assets 2021: $619,7462021Assets 2022: $590,025Liabilities 2022: $1,667Net Assets 2022: $588,3582022Assets 2023: $575,499Liabilities 2023: $1,917Net Assets 2023: $573,5822023Assets 2024: $562,125Liabilities 2024: $1,917Net Assets 2024: $560,2082024

Highlighted filing

2017

Assets$779,809
Liabilities$500
Net Assets$779,309
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $47,9522011Expenses 2012: $51,1832012Revenue 2013: $18Expenses 2013: $75,739Net Income 2013: -$75,7212013Revenue 2014: $6Expenses 2014: $38,620Net Income 2014: -$38,6142014Revenue 2015: $0Expenses 2015: $42,054Net Income 2015: -$42,0542015Revenue 2016: $1,627Expenses 2016: $105,774Net Income 2016: -$104,1472016Revenue 2017: $6,310Expenses 2017: $101,495Net Income 2017: -$95,1852017Revenue 2018: $13,056Expenses 2018: $57,918Net Income 2018: -$44,8622018Revenue 2019: $15,103Expenses 2019: $45,667Net Income 2019: -$30,5642019Revenue 2020: $2,816Expenses 2020: $42,155Net Income 2020: -$39,3392020Revenue 2021: $1,192Expenses 2021: $45,990Net Income 2021: -$44,7982021Revenue 2022: $9,612Expenses 2022: $41,000Net Income 2022: -$31,3882022Revenue 2023: $29,224Expenses 2023: $44,000Net Income 2023: -$14,7762023Revenue 2024: $30,626Expenses 2024: $44,000Net Income 2024: -$13,3742024

Highlighted filing

2017

Revenue$6,310
Expenses$101,495
Net Income-$95,185
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$6,310
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$874,494$779,309▼ $95,185
Savings and Temporary Cash Investments$874,536$779,108▼ $95,428
Accounts Receivable$208$701▲ $493
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$874,744$779,809▼ $94,935
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$250$500▲ $250
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$250$500▲ $250
Net Assets / Fund Balance
Total Net Assets Fund Balance$874,494$779,309▼ $95,185
Total Liabilities and Net Assets / Fund Balance$874,744$779,809▼ $94,935
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
State Street Bank Trust CompanyTrustee$1,000$1,000

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,791
Other Revenue
$519
Change in Net Assets
$-95,185

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,310
Total Revenue per Audited Statements
$6,310
Total Revenue per Form 990
$6,310
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,000
Salaries, Compensation, and Employee Benefits$1,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$67,495
Fees for Services Accounting---$33,000
Current Officers, Directors, Trustees, and Key Employees---$1,000
Total Functional Expenses$0$0$0$101,495

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$101,495
Total Expenses per Audited Statements$101,495
Total Expenses per Form 990$101,495
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
No
Filing and Contact Details

Filer

Filer Name
Supplemental Unemployment Benefit Plan of
EIN
06-1002325
In Care Of
% CHRISTOPHER REIGLE
Phone
2038492459
Address
201 Merritt 7, Norwalk, CT 06851

Signing Officer

Name
Christopher Reigle
Title
Director
Phone
2038492459
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Reigle
Formed
1977
Legal Domicile
Ct
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
PricewaterhouseCoopers LLP
Address
101 SEAPORT BLVD SUITE 500, BOSTON, MA 02210
Preparer
paul j tanis
Phone
6175305000
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Box C - Name

“the full name of this organization is Supplemental Unemployment Benefit Plan of Xerox Corporation and The Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and Other Regional Joint Boards. FORM 990, PART I, LINE 1 AND PART III, LINE 1 - ORGANIZATION'S MISSION THE PLAN IS A NONCONTRIBUTORY WELFARE PLAN COVERING SUBSTANTIALLY ALL U.S. XEROX EMPLOYEES COVERED BY UNITED COLLECTIVE BARGAINING AGREEMENTS. THE PLAN PROVIDES UNEMPLOYMENT BENEFITS WHICH ARE SUPPLEMENTAL TO BENEFITS PROVIDED UNDER ANY STATE UNEMPLOYMENT SYSTEM OR OTHER COMPENSATION AND UNEMPLOYMENT BENEFIT PROGRAMS. FORM 990, PART VI - GOVERNANCE, MANAGEMENT, AND DISCLOSURE Part VI, LINES 8 and 12-15 - The organization is a supplemental unemployment compensation benefit plan (501(c)(17) Trust). Its trustee is a bank that has a fiduciary duty to manage investments in the interest of the beneficiaries and operates pursuant to a stringent code of conduct. Additionally, the organization does not have any employees therefore there are no processes related to employee compensation. Part VI, LINE 11 - REVIEW OF FORM 990 The Form 990 is prepared by the organization's outside tax consultant from the audited financial statements. The Xerox Corporation personnel responsible for the trust receive and review the Form 990 prior to signing. Part VI, LINE 19 - PUBLIC INSPECTION COPIES OF DOCUMENTS As a 501(c)(17) organization the trust is not required to make the documents referenced in question 19 available to the general public.”

Financial Statement Notes

Other Liabilities

“Schedule d, part x, line 2 accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2011.”

Raw XML Appendix351 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHEDULE D, PART X, LINE 2 ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the full name of this organization is Supplemental Unemployment Benefit Plan of Xerox Corporation and The Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and Other Regional Joint Boards. FORM 990, PART I, LINE 1 AND PART III, LINE 1 - ORGANIZATION'S MISSION THE PLAN IS A NONCONTRIBUTORY WELFARE PLAN COVERING SUBSTANTIALLY ALL U.S. XEROX EMPLOYEES COVERED BY UNITED COLLECTIVE BARGAINING AGREEMENTS. THE PLAN PROVIDES UNEMPLOYMENT BENEFITS WHICH ARE SUPPLEMENTAL TO BENEFITS PROVIDED UNDER ANY STATE UNEMPLOYMENT SYSTEM OR OTHER COMPENSATION AND UNEMPLOYMENT BENEFIT PROGRAMS. FORM 990, PART VI - GOVERNANCE, MANAGEMENT, AND DISCLOSURE Part VI, LINES 8 and 12-15 - The organization is a supplemental unemployment compensation benefit plan (501(c)(17) Trust). Its trustee is a bank that has a fiduciary duty to manage investments in the interest of the beneficiaries and operates pursuant to a stringent code of conduct. Additionally, the organization does not have any employees therefore there are no processes related to employee compensation. Part VI, LINE 11 - REVIEW OF FORM 990 The Form 990 is prepared by the organization's outside tax consultant from the audited financial statements. The Xerox Corporation personnel responsible for the trust receive and review the Form 990 prior to signing. Part VI, LINE 19 - PUBLIC INSPECTION COPIES OF DOCUMENTS As a 501(c)(17) organization the trust is not required to make the documents referenced in question 19 available to the general public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, BOX C - NAME
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0779809
IRS990/TotalAssetsGrp/BOYAmt0874744
IRS990/TotalAssetsGrp/EOYAmt0779809
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101495
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0250
IRS990/TotalLiabilitiesEOYAmt0500
IRS990/TotalLiabilitiesGrp/BOYAmt0250
IRS990/TotalLiabilitiesGrp/EOYAmt0500
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0779309
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IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06310
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0779809
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0201 MERRITT 7
IRS990/USAddress/CityNm0Norwalk
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER REIGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02038492459
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0XEROX CORP & THE XEROGRAPHIC DIVISION
ReturnHeader/Filer/BusinessNameControlTxt0SUPP
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ReturnHeader/Filer/InCareOfNm0% CHRISTOPHER REIGLE
ReturnHeader/Filer/PhoneNum02038492459
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ReturnHeader/Filer/USAddress/CityNm0Norwalk
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ReturnHeader/Filer/USAddress/ZIPCd006851
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01818DFECDE657413DFFFFFA65F228573FF62BF80
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BF8E75C15676E6C60359B336682BBC346CBD720B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId004363820183165000013
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SEAPORT BLVD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002210
ReturnHeader/PreparerPersonGrp/PhoneNum06175305000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0paul j tanis
ReturnHeader/ReturnTs02018-11-12T13:43:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$779,809
Liabilities
$500
Net assets
$779,309
Revenue
$6,310
Expenses
$101,495
Net income
-$95,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.03$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.57$0.03$0.04$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$0.01$0.04$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.00$0.05$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.04$0.66$0.00$0.04$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.01$0.70$0.02$0.05$0.03
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.74$0.00$0.73$0.01$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.01$0.10$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.00$0.11$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.00$0.04$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.04$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.00$0.08$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.05