Civic Intelligence

Voluntary Benefits Plan for Retired Employees of Kaiser Group International

990 • Fiscal year 2021 • EIN 26-1498967

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 24, 2022

Organization ProfileN/A

View Organization Page

1943 50th Street NorthBirmingham, AL 35212

(205) 876-5779

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2021

Net Margin

9th percentile

-58%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

91st percentile

$217,108

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 80.6% of source-year revenue.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2021

Asset Growth

18th percentile

-16%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-20%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$864,146

Down $281,351 (-25%) from 2019

Net Assets

Down

$864,146

Down $281,351 (-25%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin9th percentile

Revenue

Down

$269,390

Down $93,518 (-26%) from 2019

Expenses

Down

$424,962

Down $123,077 (-22%) from 2019

Net Income

Up

-$155,572

Up $29,559 (+16%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,166,947Liabilities 2010: $94,096Net Assets 2010: $3,072,8512010Assets 2011: $2,710,197Liabilities 2011: $114,096Net Assets 2011: $2,596,1012011Assets 2012: $2,347,131Liabilities 2012: $40,606Net Assets 2012: $2,306,5252012Assets 2014: $2,590,005Liabilities 2014: $31,380Net Assets 2014: $2,558,6252014Assets 2015: $2,153,594Liabilities 2015: $5,000Net Assets 2015: $2,148,5942015Assets 2016: $1,836,709Liabilities 2016: $25,000Net Assets 2016: $1,811,7092016Assets 2017: $1,587,887Liabilities 2017: $0Net Assets 2017: $1,587,8872017Assets 2018: $1,252,802Liabilities 2018: $0Net Assets 2018: $1,252,8022018Assets 2019: $1,145,497Liabilities 2019: $0Net Assets 2019: $1,145,4972019Assets 2021: $864,146Liabilities 2021: $0Net Assets 2021: $864,1462021Assets 2022: $575,316Liabilities 2022: $0Net Assets 2022: $575,3162022Assets 2024: $306,661Liabilities 2024: $0Net Assets 2024: $306,6612024

Highlighted filing

2021

Assets$864,146
Liabilities$0
Net Assets$864,146
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,626,4392010Expenses 2011: $1,511,7402011Expenses 2012: $1,255,8142012Revenue 2014: $770,942Expenses 2014: $1,129,556Net Income 2014: -$358,6142014Revenue 2015: $498,834Expenses 2015: $851,193Net Income 2015: -$352,3592015Revenue 2016: $417,695Expenses 2016: $792,869Net Income 2016: -$375,1742016Revenue 2017: $409,039Expenses 2017: $689,657Net Income 2017: -$280,6182017Revenue 2018: $357,386Expenses 2018: $634,130Net Income 2018: -$276,7442018Revenue 2019: $362,908Expenses 2019: $548,039Net Income 2019: -$185,1312019Revenue 2021: $269,390Expenses 2021: $424,962Net Income 2021: -$155,5722021Revenue 2022: $179,936Expenses 2022: $362,655Net Income 2022: -$182,7192022Revenue 2024: $108,396Expenses 2024: $216,633Net Income 2024: -$108,2372024

Highlighted filing

2021

Revenue$269,390
Expenses$424,962
Net Income-$155,572
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 24, 2022
Return Version
2021v4.2
Gross Receipts
$522,808
Mission and Program Overview

Mission

To provide health and death benefits to eligible retirees of kaiser group international.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,024,686$864,146▼ $160,540
Investments Other Securities$921,807$756,420▼ $165,387
Cash and Non-Interest-Bearing Accounts$97,482$107,726▲ $10,244
Other Notes and Loans Receivable, Net$5,397$0▼ $5,397
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,024,686$864,146▼ $160,540
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,024,686$864,146▼ $160,540
Total Liabilities and Net Assets / Fund Balance$1,024,686$864,146▼ $160,540

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$756,420--
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Doris SewellTrustee
Zach SteinfeldPlan Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$224,092
Investment Income
$45,298
Other Revenue
$0
Change in Net Assets
$-155,572

Audited Revenue Reconciliation

Revenue per Audited Statements
$269,390
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-4,968
Total Revenue per Audited Statements
$264,422
Total Revenue per Form 990
$269,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,913
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$404,049
Other Expenses---$20,913
Total Functional Expenses$0$0$0$424,962

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$424,962
Total Expenses per Audited Statements$424,962
Total Expenses per Form 990$424,962
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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 A, Line 8A

“The organization does not have a governing body.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees.”

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

“Form 990 is reviewed by the veba administration committee consisting of two executives of kaiser group.”

Form 990, Part VI, Section C, Line 19

“Copies are provided on request or are available for inspection at an office of the organization.”

Filing and Contact Details

Filer

Filer Name
Voluntary Benefits Plan for Retired
EIN
26-1498967
Phone
2058765779
Address
1943 50TH STREET NORTH, BIRMINGHAM, AL 35212

Signing Officer

Name
Rob Cannon
Title
Chief Financial Officer
Phone
2058765779
Signed
2022-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob Cannon
Formed
2007
Legal Domicile
Md
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
James Claiborne Morris
Phone
2059794100
Supplemental Narrative

Additional Explanations

PART XII, LINE 2C:

“The organization did not change its oversight process or selection process during the year.”

Financial Statement Notes

PART X, LINE 2:

“The plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is designed to be in compliance with the applicable requirements of the irc. Accounting principles generally accepted in the united states of america require the plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix340 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND DEATH BENEFITS TO ELIGIBLE RETIREES OF KAISER GROUP INTERNATIONAL.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0404049
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROB CANNON
IRS990/BooksInCareOfDetail/PhoneNum07039343798
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01943 50TH STREET NORTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035212
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt020913
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0224092
IRS990/CYRevenuesLessExpensesAmt0-155572
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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IRS990/Desc0THE PLAN PROVIDES HEALTH BENEFITS (MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL), DEATH BENEFITS AND REIMBURSEMENT FOR A PORTION OF MEDICARE PART B PREMIUMS FOR ELIGIBLE RETIREES OF KAISER GROUP INTERNATIONAL.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1217108
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PLAN ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt035205
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0288623
IRS990/GrossReceiptsAmt0522808
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt010093
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010093
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0921807
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0756420
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0253418
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO PROVIDE HEALTH AND DEATH BENEFITS TO ELIGIBLE RETIREES OF KAISER GROUP INTERNATIONAL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01024686
IRS990/NetAssetsOrFundBalancesEOYAmt0864146
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt035205
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt035205
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4968
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt020913
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05397
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0336540
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd00
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IRS990ScheduleD/ExpensesSubtotalAmt0424962
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4968
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-4968
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0269390
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED TO BE IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE VEBA ADMINISTRATION COMMITTEE CONSISTING OF TWO EXECUTIVES OF KAISER GROUP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES ARE PROVIDED ON REQUEST OR ARE AVAILABLE FOR INSPECTION AT AN OFFICE OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0542014870
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0OFFICE OF OTHER HOLDING COMPANIES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0KAISER GROUP HOLDINGS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt09300 LEE HIGHWAY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0FAIRFAX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd022031
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01024686
IRS990/TotalAssetsEOYAmt0864146
IRS990/TotalAssetsGrp/BOYAmt01024686
IRS990/TotalAssetsGrp/EOYAmt0864146
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0424962
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01024686
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0864146
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0224092
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt045298
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0224092
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0269390
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01024686
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0864146
IRS990/TotReportableCompRltdOrgAmt0380022
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01943 50TH STREET NORTH
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035212
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROB CANNON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058765779
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VOLUNTARY BENEFITS PLAN FOR RETIRED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES OF KAISER GROUP INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0VOLU
ReturnHeader/Filer/EIN0261498967
ReturnHeader/Filer/PhoneNum02058765779
ReturnHeader/Filer/USAddress/AddressLine1Txt01943 50TH STREET NORTH
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 ACTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059794100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES CLAIBORNE MORRIS
ReturnHeader/ReturnTs02022-10-31T10:06:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CANNON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$864,146
Liabilities
$0
Net assets
$864,146
Revenue
$269,390
Expenses
$424,962
Net income
-$155,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.11$0.22$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$0.18$0.36$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.27$0.42$0.16
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.36$0.55$0.19
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.36$0.63$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.41$0.69$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.03$1.81$0.42$0.79$0.38
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.01$2.15$0.50$0.85$0.35
2014Detailed filing. Detailed filing data is available for this year.$2.59$0.03$2.56$0.77$1.13$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.04$2.31$1.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.11$2.60$1.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.09$3.07$1.63