Civic Intelligence

Cioc Funded Medical Plan Trust

990 • Fiscal year 2015 • EIN 25-1494888

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 15, 2015

Organization ProfileN/A

View Organization Page

60 Boulevard Of The Allies 5th FLPittsburgh, PA 15222

(412) 201-2242

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

78th percentile

0.20x

Higher debt load relative to revenue than 78% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

1st percentile

-1210%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

58th percentile

$14,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

27th percentile

-5.3%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-12%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$22,925,110

Down $1,285,884 (-5.3%) from 2014

Net Assets

Down

$22,893,227

Down $1,280,036 (-5.3%) from 2014

Liabilities

Down

$31,883

Down $5,848 (-15%) from 2014

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin1st percentile

Revenue

Down

$158,434

Down $22,274 (-12%) from 2014

Expenses

Down

$2,076,030

Down $124,879 (-5.7%) from 2014

Net Income

Up

-$1,917,596

Up $102,605 (+5.1%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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

2015

Assets$22,925,110
Liabilities$31,883
Net Assets$22,893,227
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

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

2015

Revenue$158,434
Expenses$2,076,030
Net Income-$1,917,596
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 15, 2015
Return Version
2014v6.0
Gross Receipts
$2,556,506
Mission and Program Overview

Mission

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$24,173,263$22,893,227▼ $1,280,036
Investments in Publicly Traded Securities$19,544,434$18,909,532▼ $634,902
Investments Other Securities$3,965,940$3,586,760▼ $379,180
Cash and Non-Interest-Bearing Accounts$96,564$271,375▲ $174,811
Savings and Temporary Cash Investments$602,881$156,130▼ $446,751
Prepaid Expenses and Deferred Charges$1,150$1,141▼ $9
Accounts Receivable-$147-
Total Assets$24,210,994$22,925,110▼ $1,285,884
Other Assets Total$25$25→ $0
Liabilities
Accounts Payable and Accrued Expenses$37,731$31,883▼ $5,848
Total Liabilities$37,731$31,883▼ $5,848
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,173,263$22,893,227▼ $1,280,036
Total Liabilities and Net Assets / Fund Balance$24,210,994$22,925,110▼ $1,285,884

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,987,240--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
S Howard KlineChairman$14,000$14,000
Beaufort B Longest JrTrustee$13,000$13,000
John B MallonTrustee$9,750$9,750
Steve SpradlingTrustee$3,250$3,250

Highest Paid Contractors

ContractorServicesLocationCompensation
Central Data ServicesAdministrative60 BLVD OF THE ALLIES 5TH FL, Pittsburgh, PA 15222$109,188
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$156,826
Investment Income
$1,608
Other Revenue
$0
Change in Net Assets
$-1,917,596

Audited Revenue Reconciliation

Revenue per Audited Statements
$158,434
Revenue Not Reported on Form 990
$637,560
Total Revenue per Audited Statements
$795,994
Total Revenue per Form 990
$158,434
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$256,436
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---$1,779,594
Fees for Services Other---$187,727
Current Officers, Directors, Trustees, and Key Employees---$40,000
Fees for Service Investment Mgmnt Fees---$25,000
Office Expenses---$13,257
Fees for Services Accounting---$13,000
Insurance---$12,704
Fees for Services Legal---$1,826
Conferences and Meetings---$1,126
Other Expenses---$920
Total Functional Expenses$0$0$0$2,076,030

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,076,030
Total Expenses per Audited Statements$2,076,030
Total Expenses per Form 990$2,076,030
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
Lobbying 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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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

Signing Officer

Name
S Howard Kline
Title
Chairman
Phone
4122012242
Signed
2015-10-15
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 602, 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 15A

“Determined by the trustees”

Pt VI, Line 15B

“Determined by the trustees”

Pt VI, Line 19

“AVAILABLE UPON REQUEST”

Raw XML Appendix295 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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0S HOWARD KLINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04122012242
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CIOC FUNDED MEDICAL PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CIOC
ReturnHeader/Filer/EIN0251494888
ReturnHeader/Filer/PhoneNum04122012242
ReturnHeader/Filer/USAddress/AddressLine1Txt060 BOULEVARD OF THE ALLIES 5TH FL
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McElhaney & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01725 Washington Rd Ste 602
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsburgh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015241
ReturnHeader/PreparerPersonGrp/PhoneNum04128313812
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0F E MCELHANEY JR
ReturnHeader/ReturnTs02016-04-07T12:23:58-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,925,110
Liabilities
$31,883
Net assets
$22,893,227
Revenue
$158,434
Expenses
$2,076,030
Net income
-$1,917,596
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