Civic Intelligence

Northwest Airlines Section 1114 Veba Trust

990 • Fiscal year 2012 • EIN 26-0234311

May 01, 2011 to Apr 30, 2012 • Filed on Feb 28, 2013

Organization ProfileN/A

View Organization Page

304 South Victoria Avenue No C81003
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

11th percentile

-13%

Faster asset growth than 11% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$42,423,999

Down $6,119,214 (-13%) from 2011

Net Assets

Down

$42,405,905

Down $6,110,981 (-13%) from 2011

Liabilities

Down

$18,094

Down $8,233 (-31%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$7,411,355

Down $981,316 (-12%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$60M$40M$20M$0Assets 2010: $54,160,246Liabilities 2010: $20,456Net Assets 2010: $54,139,7902010Assets 2011: $48,543,213Liabilities 2011: $26,327Net Assets 2011: $48,516,8862011Assets 2012: $42,423,999Liabilities 2012: $18,094Net Assets 2012: $42,405,9052012Assets 2013: $39,997,047Liabilities 2013: $1,559,489Net Assets 2013: $38,437,5582013Assets 2014: $34,667,925Liabilities 2014: $403,721Net Assets 2014: $34,264,2042014Assets 2015: $31,166,976Liabilities 2015: $56,441Net Assets 2015: $31,110,5352015Assets 2016: $27,788,026Liabilities 2016: $415,627Net Assets 2016: $27,372,3992016Assets 2017: $24,782,503Liabilities 2017: $385,668Net Assets 2017: $24,396,8352017Assets 2018: $21,944,703Liabilities 2018: $314,039Net Assets 2018: $21,630,6642018Assets 2019: $19,742,620Liabilities 2019: $48,001Net Assets 2019: $19,694,6192019Assets 2020: $18,041,672Liabilities 2020: $50,381Net Assets 2020: $17,991,2912020Assets 2021: $17,157,982Liabilities 2021: $61,055Net Assets 2021: $17,096,9272021Assets 2022: $14,295,959Liabilities 2022: $29,398Net Assets 2022: $14,266,5612022Assets 2023: $12,683,457Liabilities 2023: $29,455Net Assets 2023: $12,654,0022023Assets 2024: $11,215,660Liabilities 2024: $30,920Net Assets 2024: $11,184,7402024Assets 2025: $10,554,904Liabilities 2025: $58,056Net Assets 2025: $10,496,8482025

Highlighted filing

2012

Assets$42,423,999
Liabilities$18,094
Net Assets$42,405,905
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $9,973,0402010Expenses 2011: $8,392,6712011Expenses 2012: $7,411,3552012Expenses 2013: $5,922,3102013Revenue 2014: $834,223Expenses 2014: $5,063,073Net Income 2014: -$4,228,8502014Revenue 2015: $733,076Expenses 2015: $4,245,111Net Income 2015: -$3,512,0352015Revenue 2016: $389,911Expenses 2016: $3,802,206Net Income 2016: -$3,412,2952016Revenue 2017: $1,021,116Expenses 2017: $3,876,982Net Income 2017: -$2,855,8662017Revenue 2018: $792,201Expenses 2018: $3,375,350Net Income 2018: -$2,583,1492018Revenue 2019: $757,684Expenses 2019: $2,814,983Net Income 2019: -$2,057,2992019Revenue 2020: $2,419,518Expenses 2020: $2,551,852Net Income 2020: -$132,3342020Revenue 2021: $472,631Expenses 2021: $2,382,342Net Income 2021: -$1,909,7112021Revenue 2022: $465,152Expenses 2022: $2,098,609Net Income 2022: -$1,633,4572022Revenue 2023: $267,868Expenses 2023: $1,810,312Net Income 2023: -$1,542,4442023Revenue 2024: $619,686Expenses 2024: $2,026,940Net Income 2024: -$1,407,2542024Revenue 2025: $556,242Expenses 2025: $1,566,553Net Income 2025: -$1,010,3112025

Highlighted filing

2012

Revenue-
Expenses$7,411,355
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Feb 28, 2013
Return Version
2011v1.5
Gross Receipts
$7,514,647
Mission and Program Overview

Mission

The plan was established to provide premium subsidy benefits to retired employees and their eligible dependents.

Filing and Contact Details

Filer

EIN
26-0234311
Raw XML Appendix333 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY026327
IRS990/AccountsPayableAccruedExpenses/EOY018094
IRS990/AccountsReceivable/EOY0350000
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0THE PLAN WAS ESTABLISHED TO PROVIDE PREMIUM SUBSIDY BENEFITS TO RETIRED EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS.
IRS990/AddressPrincipalOfficerUS/AddressLine10304 SOUTH VICTORIA AVENUE
IRS990/AddressPrincipalOfficerUS/City0PUEBLO
IRS990/AddressPrincipalOfficerUS/State0CO
IRS990/AddressPrincipalOfficerUS/ZIPCode081003
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY07227593
IRS990/BenefitsPaidToMembersPriorYear08222465
IRS990/BenefitsToMembers/Total07227593
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
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IRS990/CapStckTrstPrinCurrentFunds/EOY00
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IRS990/CashNonInterestBearing/EOY082166
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IRS990/Description0THE PLAN PROVIDES PREMIUM SUBSIDY BENEFITS TO RETIRED EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS FOR QUALIFIED HEALTH CARE COVERAGE.
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IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/NamePerson0ARLO BERTSCH
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IRS990/Form990PartVIISectionA/NamePerson2EILEEN HALVERSON
IRS990/Form990PartVIISectionA/NamePerson3ROBERT KOHLS
IRS990/Form990PartVIISectionA/NamePerson4JAMES REDESKE
IRS990/Form990PartVIISectionA/NamePerson5MARVIN SANDRIN
IRS990/Form990PartVIISectionA/NamePerson6JOHN PAULY
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IRS990/Form990PartVIISectionA/OtherCompensation2949
IRS990/Form990PartVIISectionA/OtherCompensation3300
IRS990/Form990PartVIISectionA/OtherCompensation4300
IRS990/Form990PartVIISectionA/OtherCompensation51810
IRS990/Form990PartVIISectionA/OtherCompensation6300
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/Title0TRUSTEE
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IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5CHAIRMAN
IRS990/Form990PartVIISectionA/Title6TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
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IRS990/FSAudited01
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IRS990/GainOrLoss/Securities0481708
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
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IRS990/GrantsToIndividuals00
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IRS990/GrossReceipts07514647
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IRS990/InvestmentIncome/ExclusionAmount0614647
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IRS990/MissionDescription0THE PLAN WAS ESTABLISHED TO PROVIDE PREMIUM SUBSIDY BENEFITS TO RETIRED EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS.
IRS990/MoreThan5000KToIndividuals00
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IRS990/NameOfPrincipalOfficerPerson0MARVIN SANDRIN
IRS990/NbrIndependentVotingMembers07
IRS990/NbrVotingGoverningBodyMembers07
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IRS990/NetAssetsOrFundBalancesBOY048516886
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IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109602
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IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
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IRS990/OtherExpenses/Description0ACTUARY FEES
IRS990/OtherExpenses/Description1ADMINISTRATOR FEES
IRS990/OtherExpenses/Description2TRUSTEE COMPENSATION
IRS990/OtherExpenses/Description3BANK FEES
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IRS990/ReconcilationRevenueExpenses0-6315000
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IRS990/SavingsAndTempCashInvestments/BOY011395587
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IRS990ScheduleD/ExcessOrDeficitForYear0-6315000
IRS990ScheduleD/ExcessOrDeficitPerFS0-6110981
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt058448
IRS990ScheduleD/ExpensesSubtotal07352907
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE PLAN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). THE PLAN OBTAINED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JANUARY 17, 2008. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF APRIL 30, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PLAN MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
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IRS990ScheduleD/OtherSecurities/Description0PASSIVE INTERMEDIATE BOND INDEX SECURITIES LENDING CTF
IRS990ScheduleD/OtherSecurities/Description1STATE STREET BANK AND TRUST SSGA MSCI UNITED STATES INDEX SECURITIES LENDING
IRS990ScheduleD/OtherSecurities/Description2STATE STREET BANK AND TRUST COMPANY SSGA MSCI ACWI EX USA INDEX SECURITIES
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IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES BEFORE IT IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation2THE PLAN MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS AS REQUIRED BY ERISA.
IRS990ScheduleO/GeneralExplanation/Explanation3NET UNREALIZED GAINS ON INVESTMENTS: 204,019.
IRS990ScheduleO/GeneralExplanation/Explanation4PART XI LINE 2C: THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
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IRS990/TotalAssets/BOY048543213
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ReturnHeader/Filer/EIN0260234311
ReturnHeader/Filer/Name/BusinessNameLine10NORTHWEST AIRLINES SEC 1114 VEBA TRUST
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ReturnHeader/Filer/Phone07197440043
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ReturnHeader/Filer/USAddress/ZIPCode081003
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-02-28
ReturnHeader/Officer/Name0MARVIN SANDRIN
ReturnHeader/Officer/Phone07197440041
ReturnHeader/Officer/Title0CHAIRMAN
ReturnHeader/PreparerFirm/EIN0135381590
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BDO USA LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10100 PARK AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010017
ReturnHeader/Preparer/Name0JAMES WETZOLD
ReturnHeader/Preparer/Phone02128855000
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-05-01
ReturnHeader/TaxPeriodEndDate02012-04-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-28T18:40:06-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$42,423,999
Liabilities
$18,094
Net assets
$42,405,905
Revenue
-
Expenses
$7,411,355
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.6$0.06$10.5$0.56$1.57$1.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.03$11.2$0.62$2.03$1.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.03$12.7$0.27$1.81$1.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.03$14.3$0.47$2.10$1.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$0.06$17.1$0.47$2.38$1.91
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.05$18.0$2.42$2.55$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$0.05$19.7$0.76$2.81$2.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.9$0.31$21.6$0.79$3.38$2.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$0.39$24.4$1.02$3.88$2.86
2016Detailed filing. Detailed filing data is available for this year.$27.8$0.42$27.4$0.39$3.80$3.41
2015Detailed filing. Detailed filing data is available for this year.$31.2$0.06$31.1$0.73$4.25$3.51
2014Detailed filing. Detailed filing data is available for this year.$34.7$0.40$34.3$0.83$5.06$4.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.0$1.56$38.4$5.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.4$0.02$42.4$7.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.5$0.03$48.5$8.39
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.2$0.02$54.1$9.97