Civic Intelligence

Insurance Trust for Delta Retirees Inc

990 • Fiscal year 2011 • EIN 20-8503691

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 14, 2012

Organization ProfileWWW.ITDR.COM

View Organization Page

PO Box 75000 M/C 346248275-3462
Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2011 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets45th percentile

Assets

$576,253

No earlier filing loaded for comparison.

Net Assets

$576,253

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$131,130

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40M$30M$20M$10M$0Assets 2011: $576,253Liabilities 2011: $0Net Assets 2011: $576,2532011Assets 2012: $535,245Liabilities 2012: $0Net Assets 2012: $535,2452012Assets 2013: $476,774Liabilities 2013: $0Net Assets 2013: $476,7742013Assets 2014: $8,002,481Liabilities 2014: $11,369Net Assets 2014: $7,991,1122014Assets 2015: $10,771,805Liabilities 2015: $29,065Net Assets 2015: $10,742,7402015Assets 2016: $14,258,454Liabilities 2016: $39,340Net Assets 2016: $14,219,1142016Assets 2017: $17,556,817Liabilities 2017: $0Net Assets 2017: $17,556,8172017Assets 2018: $18,818,349Liabilities 2018: $0Net Assets 2018: $18,818,3492018Assets 2019: $24,478,058Liabilities 2019: $0Net Assets 2019: $24,478,0582019Assets 2020: $28,309,112Liabilities 2020: $0Net Assets 2020: $28,309,1122020Assets 2021: $33,886,995Liabilities 2021: $0Net Assets 2021: $33,886,9952021Assets 2022: $30,445,201Liabilities 2022: $0Net Assets 2022: $30,445,2012022Assets 2023: $35,047,627Liabilities 2023: $0Net Assets 2023: $35,047,6272023Assets 2024: $39,140,091Liabilities 2024: $0Net Assets 2024: $39,140,0912024

Highlighted filing

2011

Assets$576,253
Liabilities$0
Net Assets$576,253
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MExpenses 2011: $131,1302011Expenses 2012: $76,7532012Revenue 2013: $26,469Expenses 2013: $84,940Net Income 2013: -$58,4712013Revenue 2014: $53,047,583Expenses 2014: $50,121,415Net Income 2014: $2,926,1682014Revenue 2015: $59,672,223Expenses 2015: $56,708,025Net Income 2015: $2,964,1982015Revenue 2016: $63,021,979Expenses 2016: $59,889,843Net Income 2016: $3,132,1362016Revenue 2017: $64,465,869Expenses 2017: $61,953,829Net Income 2017: $2,512,0402017Revenue 2018: $66,376,801Expenses 2018: $62,807,400Net Income 2018: $3,569,4012018Revenue 2019: $65,646,022Expenses 2019: $62,458,262Net Income 2019: $3,187,7602019Revenue 2020: $69,072,906Expenses 2020: $66,267,277Net Income 2020: $2,805,6292020Revenue 2021: $70,980,760Expenses 2021: $67,269,559Net Income 2021: $3,711,2012021Revenue 2022: $70,657,172Expenses 2022: $69,288,925Net Income 2022: $1,368,2472022Revenue 2023: $71,095,820Expenses 2023: $69,653,907Net Income 2023: $1,441,9132023Revenue 2024: $70,120,790Expenses 2024: $67,736,047Net Income 2024: $2,384,7432024

Highlighted filing

2011

Revenue-
Expenses$131,130
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 14, 2012
Return Version
2011v1.2
Gross Receipts
$144,988
Mission and Program Overview

Mission

The trust exists to provide retirement healthcare benefits to delta air lines retirees.

Filing and Contact Details

Filer

EIN
20-8503691
Raw XML Appendix231 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
IRS990/AccountantCompileOrReview0false
IRS990/AccountsReceivable/BOY09051
IRS990/AccountsReceivable/EOY07876
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0PROVIDE RETIREMENT HEALTH CARE BENEFITS TO DELTA AIRLINES EMPLOYEES
IRS990/BenefitsPaidToMembersCY049544
IRS990/BenefitsPaidToMembersPriorYear080708
IRS990/BenefitsToMembers/ProgramServices049544
IRS990/BenefitsToMembers/Total049544
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY0671840
IRS990/CapStckTrstPrinCurrentFunds/EOY0576253
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral011723
IRS990/CompCurrentOfficersDirectors/Total011723
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30false
IRS990/Description0PROVIDE RETIREMENT HEALTH CARE TO DELTA AIRLINE RETIREES
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/Expense049544
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesLegal/ProgramServices069863
IRS990/FeesForServicesLegal/Total069863
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NameBusiness/BusinessNameLine10COMERICA BANK
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization011723
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUISTEE
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/GainOrLoss/Securities03724
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0113170
IRS990/GrossReceipts0144988
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear033106
IRS990/InvestmentIncome/ExclusionAmount029382
IRS990/InvestmentIncomePriorYear032905
IRS990/InvestmentIncome/TotalRevenueColumn029382
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY0576507
IRS990/InvestmentsPubTradedSecurities/EOY0501329
IRS990/LessCostOthBasisSalesExpenses/Securities0109446
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0false
IRS990/MissionDescription0PROVIDE RETIREMENT HEALTH CARE BENEFITS TO DELTA AIRLINES EMPLOYEES
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers00
IRS990/NbrVotingMembersGoverningBody00
IRS990/NetAssetsOrFundBalancesBOY0671841
IRS990/NetAssetsOrFundBalancesEOY0576253
IRS990/NetGainOrLossInvestments/TotalRevenueColumn03724
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensesCurrentYear069863
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0525100
IRS990/ProgramServiceRevenueCY02436
IRS990/ProgramServiceRevenue/Description0CONTRIBUTION BY DALRC
IRS990/ProgramServiceRevenuePriorYear08000
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome02436
IRS990/ProgramServiceRevenue/TotalRevenueColumn02436
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses0-95588
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY01
IRS990/RevenuesLessExpensesCY0-95588
IRS990/RevenuesLessExpensesPriorYear0-51958
IRS990/SalariesEtcCurrentYear011723
IRS990/SalariesEtcPriorYear012155
IRS990/SavingsAndTempCashInvestments/BOY086283
IRS990/SavingsAndTempCashInvestments/EOY067048
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0THE ONLY VOTING MEMBER IS THE CORPORATE TRUSTEE
IRS990ScheduleO/GeneralExplanation/Explanation1THIS IS A HEALTH CARE PREMIUM PAYMENT PLAN. THE INSTITUTIONAL TRUSTEE TRANSFERS THE PAYMENTS TO MAKE THE REQUIRED PAYMENTS FOR THE RETIRED EMPLOYEES OF DELTA AIRLINES.
IRS990ScheduleO/GeneralExplanation/Explanation2THERE ARE NO SUB COMMITTEES FOR THIS PLAN.
IRS990ScheduleO/GeneralExplanation/Explanation3THE INSTITUTIONAL TRUSTEE REVIEWS THE RETURN PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/GeneralExplanation/Explanation4TRUSTEE HAS COPIES AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation5THE TRUSTEE HAS COPIES AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Identifier0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/GeneralExplanation/Identifier1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/GeneralExplanation/Identifier2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/GeneralExplanation/Identifier3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/GeneralExplanation/Identifier4DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier5DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0MI
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10411 LAFAYETTE
IRS990/TheBooksAreInCareOf/AddressUS/City0DETROIT
IRS990/TheBooksAreInCareOf/AddressUS/State0MI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode048226
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10COMERICA BANK
IRS990/TheBooksAreInCareOf/TelephoneNumber03132229053
IRS990/TotalAssets/BOY0671841
IRS990/TotalAssetsBOY0671841
IRS990/TotalAssets/EOY0576253
IRS990/TotalAssetsEOY0576253
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear0131130
IRS990/TotalExpensesPriorYear092863
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral011723
IRS990/TotalFunctionalExpenses/ProgramServices0119407
IRS990/TotalFunctionalExpenses/Total0131130
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0671841
IRS990/TotalLiabNetAssetsFundBalances/EOY0576253
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY0671841
IRS990/TotalNetAssetsFundBalances/EOY0576253
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense049544
IRS990/TotalProgramServiceRevenue02436
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg011723
IRS990/TotalRevenueCurrentYear035542
IRS990/TotalRevenue/ExclusionAmount029382
IRS990/TotalRevenuePriorYear040905
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome02436
IRS990/TotalRevenue/TotalRevenueColumn035542
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02007
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0208503691
ReturnHeader/Filer/Name/BusinessNameLine10DALRC RETIREE BENEFIT TRUST
ReturnHeader/Filer/NameControl0DALR
ReturnHeader/Filer/Phone03132229053
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 75000 M/C 3462
ReturnHeader/Filer/USAddress/City0DETROIT
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0482753462
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-06-14
ReturnHeader/Officer/Name0RALPH JOHNSTON
ReturnHeader/Officer/Phone03132229053
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02012-06-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THOMSON REUTERS TAX & ACCOUNTING
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106135 TRUST DRIVE SUITE 118
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOLLAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode043528
ReturnHeader/Preparer/Name0RICHARD F FLORADAY JR
ReturnHeader/Preparer/Phone04198612300
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-01T08:00:49-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$576,253
Liabilities
$0
Net assets
$576,253
Revenue
-
Expenses
$131,130
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$70.1$67.7$2.38
2023Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$71.1$69.7$1.44
2022Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$70.7$69.3$1.37
2021Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$71.0$67.3$3.71
2020Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$69.1$66.3$2.81
2019Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$65.6$62.5$3.19
2018Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$66.4$62.8$3.57
2017Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$64.5$62.0$2.51
2016Detailed filing. Detailed filing data is available for this year.$14.3$0.04$14.2$63.0$59.9$3.13
2015Detailed filing. Detailed filing data is available for this year.$10.8$0.03$10.7$59.7$56.7$2.96
2014Detailed filing. Detailed filing data is available for this year.$8.00$0.01$7.99$53.0$50.1$2.93
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.03$0.08$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$0.13