Fringe Benefit Plan for Service Contract Act Employees of Maximus Services

990EZ • Fiscal year 2013 • EIN 20-7150043

Jan 01, 2013 to Dec 31, 2013 • Filed on May 30, 2014

Organization Profile N/A

1111 Polaris Parkway Oh1-018743240

(614) 213-6944

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

-19638%

Higher net margin than 4% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Higher top officer pay than 72% of similar nonprofits.

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

-2.0%

Faster asset growth than 46% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

-100%

Faster revenue growth than 2% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$77,528

Down $1,571 (-2.0%) from 2012

Net Assets

Down

$77,528

Down $1,571 (-2.0%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin4th percentile

Revenue

Down

Down $400,003 (-100%) from 2012

Expenses

Down

$1,579

Down $414,874 (-100%) from 2012

Net Income

-$1,571

Up $14,871 (+90%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

Highlighted filing

2013

Assets$77,528

Liabilities$0

Net Assets$77,528

Open 2013 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2013

Revenue$8

Expenses$1,579

Net Income-$1,571

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 30, 2014
Return Version: 2013v3.1
Gross Receipts: $8

Mission and Program Overview

Mission

The veba trust is the funding vehicle to provide health and welfare benefits to employees and retirees of the plan.

Program Services

Description	Grants	Expenses
THE TRUST IS THE FUNDING VEHICLE FOR THE PLAN'S PAYMENT OF HEALTH AND WELFARE BENEFITS TO EMPLOYEES AND RETIREES OF THE PLAN	-	$1,079

Compensation and Service Providers

Top Officer Pay72nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$0	-	-

Governance and Compliance

Governance Explanations

Form 990, Part VI, Section C, Line 19

“The trust makes available upon request documents submitted with form 1024.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“As trustee of the veba trust, a fiduciary duty is owed the veba trust. Duties include complying with the terms and conditions of the trust instrument in conjunction with the internal policies and procedures of the trustee, which includes the preparation, review, and filing of form 990 to satisfy the trustee's duty of care.”

Filing and Contact Details

Filer

EIN: 20-7150043
Phone: 6142136944

Signing Officer

Name: Jpmorgan Chase Bank Na
Title: Trustee
Phone: 6142136944
Signed: 2014-05-30
Discuss with paid preparer: Yes

Preparer

Preparer: Ronald Shoemaker
Phone: 4193216096

Supplemental Narrative

Additional Explanations

Description for Making Documents Public

“The trust makes available upon request documents submitted with from 1024.”

Form 990-EZ, Part I, Line 16

“Tax Preparation Fee (allocable) 500”

Raw XML Appendix100 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/AddressChangeInd	0	X
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	1079
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	JPMORGAN CHASE BANK NA
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6142136944
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	1111 POLARIS PARKWAY OH1-0187
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	COLUMBUS
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	43240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	79099
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	77528
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-1571
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	79099
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	77528
IRS990EZ/GrossReceiptsAmt	0	8
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	8
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	79099
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	77528
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	79099
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	77528
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1	0	JPMORGAN CHASE BANK NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	500
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	THE VEBA TRUST IS THE FUNDING VEHICLE TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES AND RETIREES OF THE PLAN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	THE TRUST IS THE FUNDING VEHICLE FOR THE PLAN'S PAYMENT OF HEALTH AND WELFARE BENEFITS TO EMPLOYEES AND RETIREES OF THE PLAN
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	1079
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	1579
IRS990EZ/TotalProgramServiceExpensesAmt	0	1079
IRS990EZ/TotalRevenueAmt	0	8
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	THE TRUST MAKES AVAILABLE UPON REQUEST DOCUMENTS SUBMITTED WITH FORM 1024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	AS TRUSTEE OF THE VEBA TRUST, A FIDUCIARY DUTY IS OWED THE VEBA TRUST. DUTIES INCLUDE COMPLYING WITH THE TERMS AND CONDITIONS OF THE TRUST INSTRUMENT IN CONJUNCTION WITH THE INTERNAL POLICIES AND PROCEDURES OF THE TRUSTEE, WHICH INCLUDES THE PREPARATION, REVIEW, AND FILING OF FORM 990 TO SATISFY THE TRUSTEE'S DUTY OF CARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	THE TRUST MAKES AVAILABLE UPON REQUEST DOCUMENTS SUBMITTED WITH FROM 1024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Tax Preparation Fee (allocable) 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JPMORGAN CHASE BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6142136944
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	FRINGE BENEFIT TRUST FOR SERVICE CONTRACT ACT
ReturnHeader/Filer/BusinessNameControlTxt	0	VANG
ReturnHeader/Filer/EIN	0	207150043
ReturnHeader/Filer/PhoneNum	0	6142136944
ReturnHeader/Filer/USAddress/AddressLine1	0	1111 POLARIS PARKWAY OH1-0187
ReturnHeader/Filer/USAddress/City	0	COLUMBUS
ReturnHeader/Filer/USAddress/State	0	OH
ReturnHeader/Filer/USAddress/ZIPCode	0	43240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1100 HUNTINGTON CENTER 41 S HIGH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	43215
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4193216096
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RONALD SHOEMAKER
ReturnHeader/ReturnTs	0	2014-07-09T08:35:11-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $77,528
Liabilities: $0
Net assets: $77,528
Revenue: $8
Expenses: $1,579
Net income: -$1,571

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$35.0	$1.65	$33.3	$75.9	$88.6	$12.6
2023Summary only. Only limited summary data is available for this year.	$44.8	$1.36	$43.5	$82.5	$81.0	$1.50
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.	$45.8	$1.00	$44.8	$95.2	$83.0	$12.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$33.3	$2.45	$30.8	$84.0	$68.9	$15.1
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.	$19.3	$17.7	$1.67	$85.3	$87.0	$1.75
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.	$17.4	$13.9	$3.42	$63.7	$63.9	$0.17
2018Summary only. Only limited summary data is available for this year.	$24.8	$21.2	$3.59	$71.3	$0.00	$71.3
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$25.1	$21.9	$3.20	$91.8	$91.7	$0.17
2016Summary only. Only limited summary data is available for this year.	$29.5	$26.4	$3.04	$82.5	$91.2	$8.70
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.00	$0.00	$0.00	$0.00	$0.08	$0.08
2014Detailed filing. Detailed filing data is available for this year.	$34.2	$22.9	$11.2	$69.9	$69.6	$0.30
2013Detailed filing. Detailed filing data is available for this year.	$0.08	$0.00	$0.08	$0.00	$0.00	$0.00
2012Summary only. Only limited summary data is available for this year.	$0.08	$0.00	$0.08	$0.40	$0.42	$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$6.63	$5.29	$1.34		$19.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.08	$0.00	$0.08		$1.34