Civic Intelligence

Cioc Funded Medical Plan Trust

EIN 25-1494888 • 501(c)9 • Pittsburgh, PA

View Organization Page

Profile

Health and welfare benefit provided to retired members and surviving spouses of the former midland and spring plants of colt industries.

60 Boulevard Of The Allies 5th FLPittsburgh, PA 15222

n/A

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

1.05x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

1st percentile

-5694%

Higher net margin than 1% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

56th percentile

$14,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

$10M-$25M nonprofits • Source year 2021

Asset Growth

15th percentile

-13%

Faster asset growth than 15% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$11,093,828

Down $782,941 (-6.6%) from 2023

Liabilities

Up

$41,705

Up $13,703 (+49%) from 2023

Net Assets

Down

$11,052,123

Down $796,644 (-6.7%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin1st percentile

Revenue

Up

$286,164

Up $128,117 (+81%) from 2023

Expenses

Up

$1,312,303

Up $35,888 (+2.8%) from 2023

Net Income

Up

-$1,026,139

Up $92,229 (+8.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$30M$20M$10M$0Assets 2011: $27,038,782Liabilities 2011: $31,030Net Assets 2011: $27,007,7522011Assets 2012: $28,042,361Liabilities 2012: $31,846Net Assets 2012: $28,010,5152012Assets 2013: $25,713,500Liabilities 2013: $41,046Net Assets 2013: $25,672,4542013Assets 2014: $24,210,994Liabilities 2014: $37,731Net Assets 2014: $24,173,2632014Assets 2015: $22,925,110Liabilities 2015: $31,883Net Assets 2015: $22,893,2272015Assets 2016: $22,143,784Liabilities 2016: $34,596Net Assets 2016: $22,109,1882016Assets 2017: $19,998,003Liabilities 2017: $33,034Net Assets 2017: $19,964,9692017Assets 2018: $18,184,130Liabilities 2018: $32,053Net Assets 2018: $18,152,0772018Assets 2019: $17,637,604Liabilities 2019: $39,503Net Assets 2019: $17,598,1012019Assets 2020: $16,518,738Liabilities 2020: $19,083Net Assets 2020: $16,499,6552020Assets 2021: $14,968,375Liabilities 2021: $23,781Net Assets 2021: $14,944,5942021Assets 2022: $13,020,412Liabilities 2022: $26,633Net Assets 2022: $12,993,7792022Assets 2023: $11,876,769Liabilities 2023: $28,002Net Assets 2023: $11,848,7672023Assets 2024: $11,093,828Liabilities 2024: $41,705Net Assets 2024: $11,052,1232024

Highlighted filing

2024

Assets$11,093,828
Liabilities$41,705
Net Assets$11,052,123
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $2,143,6852011Expenses 2012: $2,170,3482012Expenses 2013: $2,164,9232013Revenue 2014: $180,708Expenses 2014: $2,200,909Net Income 2014: -$2,020,2012014Revenue 2015: $158,434Expenses 2015: $2,076,030Net Income 2015: -$1,917,5962015Revenue 2016: $127,807Expenses 2016: $2,021,802Net Income 2016: -$1,893,9952016Revenue 2017: $104,735Expenses 2017: $1,950,863Net Income 2017: -$1,846,1282017Revenue 2018: $121,161Expenses 2018: $1,817,159Net Income 2018: -$1,695,9982018Revenue 2019: $170,450Expenses 2019: $1,627,654Net Income 2019: -$1,457,2042019Revenue 2020: $74,473Expenses 2020: $2,132,831Net Income 2020: -$2,058,3582020Revenue 2021: $1,097,268Expenses 2021: $1,523,983Net Income 2021: -$426,7152021Revenue 2022: $25,263Expenses 2022: $1,463,752Net Income 2022: -$1,438,4892022Revenue 2023: $158,047Expenses 2023: $1,276,415Net Income 2023: -$1,118,3682023Revenue 2024: $286,164Expenses 2024: $1,312,303Net Income 2024: -$1,026,1392024

Highlighted filing

2024

Revenue$286,164
Expenses$1,312,303
Net Income-$1,026,139
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,093,828
Liabilities
$41,705
Net assets
$11,052,123
Revenue
$286,164
Expenses
$1,312,303
Net income
-$1,026,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.04$11.1$0.29$1.31$1.03
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.03$11.8$0.16$1.28$1.12
2022Detailed filing. Detailed filing data is available for this year.$13.0$0.03$13.0$0.03$1.46$1.44
2021Detailed filing. Detailed filing data is available for this year.$15.0$0.02$14.9$1.10$1.52$0.43
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.02$16.5$0.07$2.13$2.06
2019Detailed filing. Detailed filing data is available for this year.$17.6$0.04$17.6$0.17$1.63$1.46
2018Detailed filing. Detailed filing data is available for this year.$18.2$0.03$18.2$0.12$1.82$1.70
2017Detailed filing. Detailed filing data is available for this year.$20.0$0.03$20.0$0.10$1.95$1.85
2016Detailed filing. Detailed filing data is available for this year.$22.1$0.03$22.1$0.13$2.02$1.89
2015Detailed filing. Detailed filing data is available for this year.$22.9$0.03$22.9$0.16$2.08$1.92
2014Detailed filing. Detailed filing data is available for this year.$24.2$0.04$24.2$0.18$2.20$2.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$0.04$25.7$2.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.0$0.03$28.0$2.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.0$0.03$27.0$2.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 16, 2024
Return Version
2023v6.0
Gross Receipts
$11,230,601
Mission and Program Overview

Mission

Health and welfare benefit provided

Health and welfare benefit provided to retired members and surviving spouses of the former midland and spring plants of colt industries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$11,848,767$11,052,123▼ $796,644
Investments in Publicly Traded Securities$8,143,250$9,017,676▲ $874,426
Savings and Temporary Cash Investments$3,571,273$0▼ $3,571,273
Investments Other Securities-$1,780,449-
Cash and Non-Interest-Bearing Accounts$137,847$243,670▲ $105,823
Prepaid Expenses and Deferred Charges$6,971$2,548▼ $4,423
Total Assets$11,876,769$11,093,828▼ $782,941
Other Assets Total$17,428$49,485▲ $32,057
Liabilities
Accounts Payable and Accrued Expenses$28,002$41,705▲ $13,703
Total Liabilities$28,002$41,705▲ $13,703
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,848,767$11,052,123▼ $796,644
Total Liabilities and Net Assets / Fund Balance$11,876,769$11,093,828▼ $782,941

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,780,449--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
S Howard KlineChairman$14,000$14,000
Beaufort B Longest JrTrustee$13,000$13,000
Steve SpradlingTrustee$13,000$13,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$286,164
Other Revenue
$0
Change in Net Assets
$-1,026,139

Audited Revenue Reconciliation

Revenue per Audited Statements
$261,164
Revenue Not Reported on Financial Statements
$25,000
Revenue Not Reported on Form 990
$229,495
Total Revenue per Audited Statements
$490,659
Total Revenue per Form 990
$286,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$206,505
Salaries, Compensation, and Employee Benefits$40,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$0--$1,065,798
Fees for Services Other$0$0$0$138,458
Current Officers, Directors, Trustees, and Key Employees$0$0$0$40,000
Fees for Service Investment Mgmnt Fees$0$0$0$25,000
Fees for Services Accounting$0$0$0$18,000
Insurance$0$0$0$14,764
Office Expenses$0$0$0$5,981
Fees for Services Legal$0$0$0$3,873
Other Expenses$0$0$0$429
Total Functional Expenses$0$0$0$1,312,303

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,312,303
Expenses per Audited Statements$1,287,303
Total Expenses per Audited Statements$1,287,303
Expenses Not Reported on Financial Statements$25,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Filing and Contact Details

Filer

Filer Name
Cioc Funded Medical Plan Trust
EIN
25-1494888
Phone
4122012242
Address
60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222
Doing Business As
Midland-colt Retiree Medical Plan

Signing Officer

Name
S Howard Kline
Title
Chairman
Phone
4122012242
Signed
2024-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
S Howard Kline
Formed
1985
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
McElhaney & Associates LLC
Address
1725 Washington Rd Ste 509, Pittsburgh, PA 15241
Preparer
F E McElhaney Jr
Phone
4128313812
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“All trustees are provided a copy of the completed form before it is filed”

Pt VI, Line 12C

“Areas of possible conflict reviewed by trustees as needed”

Pt VI, Line 19

“Determined by the trustees”

Raw XML Appendix304 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0S HOWARD KLINE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CIOC FUNDED MEDICAL PLAN TRUST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01725 Washington Rd Ste 509
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsburgh
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0F E McElhaney Jr
ReturnHeader/ReturnTs02025-03-26T07:39:40-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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