Civic Intelligence

Cioc Funded Medical Plan Trust

990 • Fiscal year 2017 • EIN 25-1494888

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 17, 2017

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

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.32x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

1st percentile

-1763%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

60th percentile

$14,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

14th percentile

-9.7%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-18%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$19,998,003

Down $2,145,781 (-9.7%) from 2016

Net Assets

Down

$19,964,969

Down $2,144,219 (-9.7%) from 2016

Liabilities

Down

$33,034

Down $1,562 (-4.5%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin1st percentile

Revenue

Down

$104,735

Down $23,072 (-18%) from 2016

Expenses

Down

$1,950,863

Down $70,939 (-3.5%) from 2016

Net Income

Up

-$1,846,128

Up $47,867 (+2.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2017

Assets$19,998,003
Liabilities$33,034
Net Assets$19,964,969
Open 2017 Filing

Operations Trend

Revenue Growth8th 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

2017

Revenue$104,735
Expenses$1,950,863
Net Income-$1,846,128
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$3,298,027
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$22,109,188$19,964,969▼ $2,144,219
Investments in Publicly Traded Securities$19,610,400$19,403,540▼ $206,860
Investments Other Securities$1,997,360--
Savings and Temporary Cash Investments$306,897$420,607▲ $113,710
Cash and Non-Interest-Bearing Accounts$227,491$170,060▼ $57,431
Prepaid Expenses and Deferred Charges$1,233$3,176▲ $1,943
Accounts Receivable$297$330▲ $33
Total Assets$22,143,784$19,998,003▼ $2,145,781
Other Assets Total$106$290▲ $184
Liabilities
Accounts Payable and Accrued Expenses$34,596$33,034▼ $1,562
Total Liabilities$34,596$33,034▼ $1,562
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,109,188$19,964,969▼ $2,144,219
Total Liabilities and Net Assets / Fund Balance$22,143,784$19,998,003▼ $2,145,781
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Central Data ServicesAdministrative60 BLVD OF THE ALLIES 5TH FL, Pittsburgh, PA 15222$103,464
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$96,970
Investment Income
$7,765
Other Revenue
$0
Change in Net Assets
$-1,846,128

Audited Revenue Reconciliation

Revenue per Audited Statements
$104,735
Revenue Not Reported on Form 990
$-298,091
Total Revenue per Audited Statements
$-193,356
Total Revenue per Form 990
$104,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,421
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---$1,684,442
Fees for Services Other---$160,059
Current Officers, Directors, Trustees, and Key Employees---$40,000
Fees for Service Investment Mgmnt Fees---$25,000
Insurance---$13,562
Fees for Services Accounting---$13,000
Office Expenses---$9,001
Fees for Services Legal---$2,724
Other Expenses---$1,799
Conferences and Meetings---$632
Total Functional Expenses$0$0$0$1,950,863

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,950,863
Total Expenses per Audited Statements$1,950,863
Total Expenses per Form 990$1,950,863
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
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

Signing Officer

Name
S Howard Kline
Title
Chairman
Phone
4122012242
Signed
2017-10-17
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 507, 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 Appendix284 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/FilingSecurityInformation/IPTm010:32:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McElhaney & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01725 Washington Rd Ste 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsburgh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015241
ReturnHeader/PreparerPersonGrp/PhoneNum04128313812
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0F E MCELHANEY JR
ReturnHeader/ReturnTs02018-04-26T10:32:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,998,003
Liabilities
$33,034
Net assets
$19,964,969
Revenue
$104,735
Expenses
$1,950,863
Net income
-$1,846,128
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