Civic Intelligence

Fringe Benefit Plan for Service Contract Act Employees of Maximus Services

990EZ • Fiscal year 2014 • EIN 20-7150043

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

Organization ProfileN/A

View Organization Page

500 Stanton Christiana Ops 4 FL 2Newark, DE 19713-2107

(302) 552-6749

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$76,651

Down $877 (-1.1%) from 2013

Net Assets

Down

$76,651

Down $877 (-1.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses

Revenue

Flat

$8

Flat from 2013

Expenses

Down

$885

Down $694 (-44%) from 2013

Net Income

Up

-$877

Up $694 (+44%) from 2013

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $84,465Liabilities 2010: $0Net Assets 2010: $84,4652010Assets 2011: $6,628,466Liabilities 2011: $5,289,810Net Assets 2011: $1,338,6562011Assets 2012: $79,099Liabilities 2012: $0Net Assets 2012: $79,0992012Assets 2013: $77,528Liabilities 2013: $0Net Assets 2013: $77,5282013Assets 2014: $76,651Liabilities 2014: $0Net Assets 2014: $76,6512014Assets 2014: $34,161,211Liabilities 2014: $22,946,395Net Assets 2014: $11,214,8162014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $29,460,973Liabilities 2016: $26,422,789Net Assets 2016: $3,038,1842016Assets 2017: $25,060,787Liabilities 2017: $21,857,487Net Assets 2017: $3,203,3002017Assets 2018: $24,775,852Liabilities 2018: $21,184,527Net Assets 2018: $3,591,3252018Assets 2019: $17,356,989Liabilities 2019: $13,937,755Net Assets 2019: $3,419,2342019Assets 2020: $19,337,104Liabilities 2020: $17,663,929Net Assets 2020: $1,673,1752020Assets 2021: $33,285,235Liabilities 2021: $2,453,310Net Assets 2021: $30,831,9252021Assets 2022: $45,786,671Liabilities 2022: $999,367Net Assets 2022: $44,787,3042022Assets 2023: $44,813,703Liabilities 2023: $1,359,942Net Assets 2023: $43,453,7612023Assets 2024: $34,966,421Liabilities 2024: $1,653,835Net Assets 2024: $33,312,5862024

Highlighted filing

2014

Assets$76,651
Liabilities$0
Net Assets$76,651
Open 2014 Filing

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $1,336,3872010Expenses 2011: $18,962,8672011Revenue 2012: $400,011Expenses 2012: $416,453Net Income 2012: -$16,4422012Revenue 2013: $8Expenses 2013: $1,579Net Income 2013: -$1,5712013Revenue 2014: $8Expenses 2014: $885Net Income 2014: -$8772014Revenue 2014: $69,889,002Expenses 2014: $69,584,013Net Income 2014: $304,9892014Revenue 2015: $1Expenses 2015: $76,652Net Income 2015: -$76,6512015Revenue 2016: $82,501,938Expenses 2016: $91,199,511Net Income 2016: -$8,697,5732016Revenue 2017: $91,844,521Expenses 2017: $91,679,405Net Income 2017: $165,1162017Revenue 2018: $71,273,391Expenses 2018: $0Net Income 2018: $71,273,3912018Revenue 2019: $63,694,278Expenses 2019: $63,866,369Net Income 2019: -$172,0912019Revenue 2020: $85,257,718Expenses 2020: $87,003,777Net Income 2020: -$1,746,0592020Revenue 2021: $84,048,714Expenses 2021: $68,913,651Net Income 2021: $15,135,0632021Revenue 2022: $95,242,556Expenses 2022: $83,035,515Net Income 2022: $12,207,0412022Revenue 2023: $82,495,435Expenses 2023: $80,993,858Net Income 2023: $1,501,5772023Revenue 2024: $75,904,701Expenses 2024: $88,550,149Net Income 2024: -$12,645,4482024

Highlighted filing

2014

Revenue$8
Expenses$885
Net Income-$877
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
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

DescriptionGrantsExpenses
THE TRUST IS THE FUNDING VEHICLE FOR THE PLAN'S PAYMENT OF HEALTH AND WELFARE BENEFITS TO EMPLOYEES AND RETIREES OF THE PLAN--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$385-$385
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

Filer Name
Fringe Benefit Trust for Service Contract Act
EIN
20-7150043
Phone
3025526749
Address
500 STANTON CHRISTIANA OPS 4 FL 2, NEWARK, DE 19713-2107

Signing Officer

Name
Jpmorgan Chase Bank Na
Title
Trustee
Phone
3025526749
Signed
2015-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
1100 HUNTINGTON CENTER 41 S HIGH ST, COLUMBUS, OH 43215
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

“Trustee/Executor Fees-Principal (al 385 Tax Preparation Fee (allocable) 500”

Raw XML Appendix99 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JPMORGAN CHASE BANK NA
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0SEI TAX-MAIL CODE
IRS990EZ/BooksInCareOfDetail/PhoneNum03025526749
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 STANTON CHRISTIANA OPS 4 FL 2
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0197132107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077528
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076651
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-877
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt077528
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076651
IRS990EZ/GrossReceiptsAmt08
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077528
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076651
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077528
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076651
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0JPMORGAN CHASE BANK NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0385
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0885
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE VEBA TRUST IS THE FUNDING VEHICLE TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES AND RETIREES OF THE PLAN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUST IS THE FUNDING VEHICLE FOR THE PLAN'S PAYMENT OF HEALTH AND WELFARE BENEFITS TO EMPLOYEES AND RETIREES OF THE PLAN
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0885
IRS990EZ/TotalRevenueAmt08
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST MAKES AVAILABLE UPON REQUEST DOCUMENTS SUBMITTED WITH FORM 1024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS 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/ExplanationTxt2THE TRUST MAKES AVAILABLE UPON REQUEST DOCUMENTS SUBMITTED WITH FROM 1024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Trustee/Executor Fees-Principal (al 385 Tax Preparation Fee (allocable) 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JPMORGAN CHASE BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03025526749
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRINGE BENEFIT TRUST FOR SERVICE CONTRACT ACT
ReturnHeader/Filer/BusinessNameControlTxt0VANG
ReturnHeader/Filer/EIN0207150043
ReturnHeader/Filer/PhoneNum03025526749
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 STANTON CHRISTIANA OPS 4 FL 2
ReturnHeader/Filer/USAddress/CityNm0NEWARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0197132107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 HUNTINGTON CENTER 41 S HIGH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043215
ReturnHeader/PreparerPersonGrp/PhoneNum04193216096
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD SHOEMAKER
ReturnHeader/ReturnTs02015-05-11T19:00:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,651
Liabilities
$0
Net assets
$76,651
Revenue
$8
Expenses
$885
Net income
-$877
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.00$0.00
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)9 • <$500k nonprofits