Civic Intelligence

Komatsu America Corp Retiree Welfare

EIN 26-1117499 • 501(c)9 • Chicago, IL

Profile

This entity is a voluntary employees' beneficiary association under irc section 501(c)(9) that solely exists to hold funds to pay for qualifying benefits incurred by employees/retirees under certain welfare benefit plans sponsored by komatsu america corp.

8770 W Bryn Mawr Ave Suite 100Chicago, IL 60631

n/A

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.04x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.27x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

43rd percentile

2.7%

Higher net margin than 43% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$25,060

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

24th percentile

-0.2%

Faster asset growth than 24% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-3.3%

Faster revenue growth than 19% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$25,714,975

Down $39,004 (-0.2%) from 2023

Liabilities

Up

$966,801

Up $344,554 (+55%) from 2023

Net Assets

Down

$24,748,174

Down $383,558 (-1.5%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin43rd percentile

Revenue

Down

$3,640,910

Down $124,057 (-3.3%) from 2023

Expenses

Down

$3,543,031

Down $1,668,663 (-32%) from 2023

Net Income

Up

$97,879

Up $1,544,606 (+107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$60M$40M$20M$0Assets 2010: $28,426,112Liabilities 2010: $0Net Assets 2010: $28,426,1122010Assets 2011: $40,372,049Liabilities 2011: $0Net Assets 2011: $40,372,0492011Assets 2016: $46,629,085Liabilities 2016: $364,058Net Assets 2016: $46,265,0272016Assets 2017: $46,561,321Liabilities 2017: $543,281Net Assets 2017: $46,018,0402017Assets 2018: $42,893,200Liabilities 2018: $173,326Net Assets 2018: $42,719,8742018Assets 2019: $45,216,315Liabilities 2019: $19,761Net Assets 2019: $45,196,5542019Assets 2020: $48,489,798Liabilities 2020: $1,572,258Net Assets 2020: $46,917,5402020Assets 2021: $37,989,668Liabilities 2021: $1,175,026Net Assets 2021: $36,814,6422021Assets 2022: $27,202,456Liabilities 2022: $681,233Net Assets 2022: $26,521,2232022Assets 2023: $25,753,979Liabilities 2023: $622,247Net Assets 2023: $25,131,7322023Assets 2024: $25,714,975Liabilities 2024: $966,801Net Assets 2024: $24,748,1742024

Highlighted filing

2024

Assets$25,714,975
Liabilities$966,801
Net Assets$24,748,174
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2010: $5,087,7422010Expenses 2011: $4,398,5692011Revenue 2016: $4,553,495Expenses 2016: $6,242,863Net Income 2016: -$1,689,3682016Revenue 2017: $5,784,306Expenses 2017: $7,460,804Net Income 2017: -$1,676,4982017Revenue 2018: $4,915,256Expenses 2018: $6,276,079Net Income 2018: -$1,360,8232018Revenue 2019: $3,594,020Expenses 2019: $7,625,699Net Income 2019: -$4,031,6792019Revenue 2020: $2,637,873Expenses 2020: $3,104,711Net Income 2020: -$466,8382020Revenue 2021: $6,516,658Expenses 2021: $12,048,661Net Income 2021: -$5,532,0032021Revenue 2022: $2,397,124Expenses 2022: $4,271,364Net Income 2022: -$1,874,2402022Revenue 2023: $3,764,967Expenses 2023: $5,211,694Net Income 2023: -$1,446,7272023Revenue 2024: $3,640,910Expenses 2024: $3,543,031Net Income 2024: $97,8792024

Highlighted filing

2024

Revenue$3,640,910
Expenses$3,543,031
Net Income$97,879
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$25,714,975
Liabilities
$966,801
Net assets
$24,748,174
Revenue
$3,640,910
Expenses
$3,543,031
Net income
$97,879
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$0.97$24.7$3.64$3.54$0.10
2023Detailed filing. Detailed filing data is available for this year.$25.8$0.62$25.1$3.76$5.21$1.45
2022Detailed filing. Detailed filing data is available for this year.$27.2$0.68$26.5$2.40$4.27$1.87
2021Detailed filing. Detailed filing data is available for this year.$38.0$1.18$36.8$6.52$12.0$5.53
2020Detailed filing. Detailed filing data is available for this year.$48.5$1.57$46.9$2.64$3.10$0.47
2019Detailed filing. Detailed filing data is available for this year.$45.2$0.02$45.2$3.59$7.63$4.03
2018Detailed filing. Detailed filing data is available for this year.$42.9$0.17$42.7$4.92$6.28$1.36
2017Detailed filing. Detailed filing data is available for this year.$46.6$0.54$46.0$5.78$7.46$1.68
2016Detailed filing. Detailed filing data is available for this year.$46.6$0.36$46.3$4.55$6.24$1.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.4$0.00$40.4$4.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$0.00$28.4$5.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 2, 2025
Return Version
2024v5.2
Gross Receipts
$23,346,137
Mission and Program Overview

Mission

This entity is a voluntary employees' beneficiary association under irc section 501(c)(9) that solely exists to hold funds to pay for qualifying benefits incurred by employees/retirees under certain welfare benefit plans sponsored by komatsu america corp.

To provide welfare benefits to its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,703,204$25,584,519▼ $118,685
Accounts Receivable$50,775$130,455▲ $79,680
Cash and Non-Interest-Bearing Accounts-$1-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-25,101,740$-25,485,298▼ $383,558
Total Assets$25,753,979$25,714,975▼ $39,004
Liabilities
Accounts Payable and Accrued Expenses$553,845$966,801▲ $412,956
Other Liabilities$68,402$0▼ $68,402
Total Liabilities$622,247$966,801▲ $344,554
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,131,732$24,748,174▼ $383,558
Total Liabilities and Net Assets / Fund Balance$25,753,979$25,714,975▼ $39,004
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Corporate Trustee$25,060$25,060
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,078,666
Investment Income
$2,562,244
Other Revenue
$0
Change in Net Assets
$97,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,545,936
Salaries, Compensation, and Employee Benefits$142,857
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$854,238
Current Officers, Directors, Trustees, and Key Employees---$142,857
Other Expenses---$7,727
Total Functional Expenses$0$0$0$3,543,031
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
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The sponsor of the organization engages an outside preparer to prepare the form 990. Once a draft is prepared it is provided to the trustee and sponsoring organization for review for accuracy and reasonableness. Once approved, the return is signed and filed.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Komatsu America Corp Retiree Welfare
EIN
26-1117499
Phone
8474375800
Address
8770 W BRYN MAWR AVE SUITE 100, CHICAGO, IL 60631

Signing Officer

Name
Megan Miller
Title
VP Corporate Tax
Phone
4146707393
Signed
2025-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Megan Miller
Formed
2007
Legal Domicile
Nv
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
205 N MICHIGAN AVE 2800, CHICAGO, IL 60601-5927
Preparer
Mark Heroux
Phone
3127298000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Interportfolio transfers 313,965.”

FORM 990, PART XII, LINE 2D:

“Komatsu america corporation has not changed either its oversight process nor selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“Us gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or other applicable taxing authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2023 and 2024, 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, the plan is not currently under audit with respect to any tax years in progress.”

Raw XML Appendix308 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
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt021513009
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0459148
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0754462
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0295314
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025703204
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019705227
IRS990/LoanOutstandingInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0US GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2024, 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, THE PLAN IS NOT CURRENTLY UNDER AUDIT WITH RESPECT TO ANY TAX YEARS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SPONSOR OF THE ORGANIZATION ENGAGES AN OUTSIDE PREPARER TO PREPARE THE FORM 990. ONCE A DRAFT IS PREPARED IT IS PROVIDED TO THE TRUSTEE AND SPONSORING ORGANIZATION FOR REVIEW FOR ACCURACY AND REASONABLENESS. ONCE APPROVED, THE RETURN IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERPORTFOLIO TRANSFERS 313,965.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KOMATSU AMERICA CORPORATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS NOR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2D:
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/PaidEmployeesSharingInd00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN MILLER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-02
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK HEROUX
ReturnHeader/ReturnTs02025-11-04T13:27:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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