Civic Intelligence

1992 Benefit Plan Retiree Health Benefit Reserve Trust

990 • Fiscal year 2022 • EIN 22-3462890

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 12, 2023

Organization ProfileWWW.UMWAFUNDS.ORG
2121 K Street NW 350Washington, DC 20037

(202) 521-2200

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

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

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

43rd percentile

0.00x

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

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-483%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

77th percentile

$74,266

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 398.7% of source-year revenue.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Asset Growth

45th percentile

-6.4%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

12834%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$1,321,484

Down $89,903 (-6.4%) from 2021

Net Assets

Down

$1,321,484

Down $89,902 (-6.4%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin3rd percentile

Revenue

Up

$18,625

Up $18,481 (+12834%) from 2021

Expenses

Up

$108,527

Up $108,527 from 2021

Net Income

Down

-$89,902

Down $90,046 (-62532%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

2022

Assets$1,321,484
Liabilities$0
Net Assets$1,321,484
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$18,625
Expenses$108,527
Net Income-$89,902
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 12, 2023
Return Version
2022v5.0
Gross Receipts
$18,625
Mission and Program Overview

Mission

Secure the provision of health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,411,385$1,321,484▼ $89,901
Rtn Earn Endowment Incm Other Fnds$1,411,386$1,321,484▼ $89,902
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$1,411,387$1,321,484▼ $89,903
Other Assets Total$2$0▼ $2
Liabilities
Accounts Payable and Accrued Expenses$1--
Total Liabilities$1$0▼ $1
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,411,386$1,321,484▼ $89,902
Total Liabilities and Net Assets / Fund Balance$1,411,387$1,321,484▼ $89,903
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleOtherTotal
Lorraine LewisExecutive Director$74,266$74,266
Samuel RodriguezDirector of Fin$25,673$25,673

Board Members and Trustees

NameTitle
Northern Trust TrusteeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$18,625
Other Revenue
$0
Change in Net Assets
$-89,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,527
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$108,527
Total Functional Expenses$0$0$0$108,527
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
Dale Stover
Title
Director of Finance
Signed
2023-06-12

Organization Details

Principal Officer
Lorraine Lewis
Formed
2008
Legal Domicile
Dc
Voting Board Members
1
Independent Board Members
1
Employees
0
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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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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd0200371879
IRS990/VotingMembersGoverningBodyCnt01
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IRS990/WebsiteAddressTxt0WWW.UMWAFUNDS.ORG
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE STOVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director of Finance
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-12
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/ReturnTs02023-06-12T11:02:11-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DALE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOVER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,321,484
Liabilities
$0
Net assets
$1,321,484
Revenue
$18,625
Expenses
$108,527
Net income
-$89,902
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