Civic Intelligence

1992 Benefit Plan Retiree Health Benefit Reserve Trust

EIN 22-3462890 • 501(c)9 • Washington, DC

Profile

Secure the provision of health benefits.

2121 K Street NW 350Washington, DC 20037

www.umwafunds.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2023

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$74,948

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 114.9% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2023

Asset Growth

55th percentile

4.9%

Faster asset growth than 55% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

250%

Faster revenue growth than 97% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$1,386,719

Up $65,235 (+4.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$1,386,719

Up $65,235 (+4.9%) from 2022

Operations
Liabilities / Revenue52nd percentileNet Margin99th percentile

Revenue

Up

$65,235

Up $46,610 (+250%) from 2022

Expenses

Down

$0

Down $108,527 (-100%) from 2022

Net Income

Up

$65,235

Up $155,137 (+173%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $1,892,789Liabilities 2010: $0Net Assets 2010: $1,892,7892010Assets 2011: $4,587,622Liabilities 2011: $0Net Assets 2011: $4,587,6222011Assets 2012: $3,694,390Liabilities 2012: $0Net Assets 2012: $3,694,3902012Assets 2013: $3,695,621Liabilities 2013: $0Net Assets 2013: $3,695,6212013Assets 2014: $1,741,618Liabilities 2014: $0Net Assets 2014: $1,741,6182014Assets 2015: $1,740,618Liabilities 2015: $0Net Assets 2015: $1,740,6182015Assets 2016: $1,744,634Liabilities 2016: $0Net Assets 2016: $1,744,6342016Assets 2017: $1,604,898Liabilities 2017: $0Net Assets 2017: $1,604,8982017Assets 2018: $1,631,806Liabilities 2018: $0Net Assets 2018: $1,631,8062018Assets 2019: $1,407,248Liabilities 2019: $1,182Net Assets 2019: $1,406,0662019Assets 2020: $1,413,064Liabilities 2020: $1,826Net Assets 2020: $1,411,2382020Assets 2021: $1,411,387Liabilities 2021: $1Net Assets 2021: $1,411,3862021Assets 2022: $1,321,484Liabilities 2022: $0Net Assets 2022: $1,321,4842022Assets 2023: $1,386,719Liabilities 2023: $0Net Assets 2023: $1,386,7192023

Highlighted filing

2023

Assets$1,386,719
Liabilities$0
Net Assets$1,386,719
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $8602010Expenses 2011: $5,0392011Expenses 2012: $920,7142012Revenue 2013: $3,640Expenses 2013: $2,409Net Income 2013: $1,2312013Revenue 2014: $1,653Expenses 2014: $1,955,656Net Income 2014: -$1,954,0032014Revenue 2015: $750Expenses 2015: $1,750Net Income 2015: -$1,0002015Revenue 2016: $4,016Expenses 2016: $0Net Income 2016: $4,0162016Revenue 2017: $12,607Expenses 2017: $152,343Net Income 2017: -$139,7362017Revenue 2018: $26,908Expenses 2018: $0Net Income 2018: $26,9082018Revenue 2019: $29,260Expenses 2019: $255,000Net Income 2019: -$225,7402019Revenue 2020: $5,172Expenses 2020: $0Net Income 2020: $5,1722020Revenue 2021: $144Expenses 2021: $0Net Income 2021: $1442021Revenue 2022: $18,625Expenses 2022: $108,527Net Income 2022: -$89,9022022Revenue 2023: $65,235Expenses 2023: $0Net Income 2023: $65,2352023

Highlighted filing

2023

Revenue$65,235
Expenses$0
Net Income$65,235
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,386,719
Liabilities
$0
Net assets
$1,386,719
Revenue
$65,235
Expenses
$0
Net income
$65,235
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07$0.00$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.02$0.11$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.01$0.00$0.01
2019Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$0.03$0.26$0.23
2018Summary only. Only limited summary data is available for this year.$1.63$0.00$1.63$0.03$0.00$0.03
2017Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.01$0.15$0.14
2016Summary only. Only limited summary data is available for this year.$1.74$0.00$1.74$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$1.74$0.00$1.74$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.00$1.96$1.95
2013Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.00$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.00$3.69$0.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$0.00$4.59$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.00$1.89$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 21, 2024
Return Version
2023v5.1
Gross Receipts
$65,235
Mission and Program Overview

Mission

Secure the provision of health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,321,484$1,386,719▲ $65,235
Rtn Earn Endowment Incm Other Fnds$1,321,484$1,386,719▲ $65,235
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,321,484$1,386,719▲ $65,235
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,321,484$1,386,719▲ $65,235
Total Liabilities and Net Assets / Fund Balance$1,321,484$1,386,719▲ $65,235
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleOtherTotal
Lorraine LewisExecutive Director$74,948$74,948
Anna AmselleDirector of Fin$14,711$14,711

Board Members and Trustees

NameTitle
Northern Trust TrusteeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$65,235
Other Revenue
$0
Change in Net Assets
$65,235
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The 1992 benefit plan retireee health benefit reserve trust does not have any committees.”

Form 990, Part VI, Section B, Line 11B

“The management and staff of the plan have reviewed the prepared form 990 prior to signing and filling the form with the Internal Revenue Service.”

Form 990, Part VI, Section B, Line 12C

“The 1992 benefit plan as trust settler and sponsor requests staff, on annual basis, to review the organization's conflict of interest policy, to provide a list of potential conflicts of interest to management and to declare that, to the best of their knowledge, they have no other potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, whistle blowing, conflict of interest and financial statements available to the public by providing copies upon request or inspection at the office of the organization.”

Filing and Contact Details

Filer

Filer Name
1992 Benefit Plan Retiree
EIN
22-3462890
Phone
2025212200
Address
2121 K STREET NW 350, WASHINGTON, DC 20037

Signing Officer

Name
Anna Amselle
Title
Director of Fin
Signed
2024-10-21

Organization Details

Principal Officer
Lorraine Lewis
Formed
2008
Legal Domicile
Dc
Voting Board Members
1
Independent Board Members
1
Employees
0
Raw XML Appendix308 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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IRS990/EmployeeCnt00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt074948
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt114711
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director of Fin
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt065235
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
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IRS990/InvestmentIncomeGrp/ExclusionAmt065235
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt065235
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 1992 benefit plan retireee health benefit reserve trust does not have any committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The management and staff of the plan have reviewed the prepared form 990 prior to signing and filling the form with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 1992 benefit plan as trust settler and sponsor requests staff, on annual basis, to review the organization's conflict of interest policy, to provide a list of potential conflicts of interest to management and to declare that, to the best of their knowledge, they have no other potential conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, whistle blowing, conflict of interest and financial statements available to the public by providing copies upon request or inspection at the office of the organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BOARD OF TRUSTEES - UMWA 1992 BENEFIT PL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0521805437
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1521805437
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTH BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MANAGEMENT
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12121 K STREET NW SUITE 350
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01321484
IRS990/TotalAssetsEOYAmt01386719
IRS990/TotalAssetsGrp/BOYAmt01321484
IRS990/TotalAssetsGrp/EOYAmt01386719
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01321484
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01386719
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt065235
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065235
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01321484
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01386719
IRS990/TotReportableCompRltdOrgAmt089659
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02121 K STREET NW 350
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd0200371879
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.UMWAFUNDS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA AMSELLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director of Fin
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt01992 BENEFIT PLAN RETIREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH BENEFIT RESERVE TRUST
ReturnHeader/Filer/BusinessNameControlTxt01992
ReturnHeader/Filer/EIN0223462890
ReturnHeader/Filer/PhoneNum02025212200
ReturnHeader/Filer/USAddress/AddressLine1Txt02121 K STREET NW 350
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-10-21T07:13:43-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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