Civic Intelligence

Nation Chrysler Retirement Organization LLC

990 • Fiscal year 2013 • EIN 26-2642003

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 09, 2014

6001 N Adams Road Room 20548304

(248) 647-8400

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2013 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

32nd percentile

0.00x

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

2013 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2013

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2013

Asset Growth

80th percentile

14%

Faster asset growth than 80% of similar nonprofits.

2013 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$680,109

Up $84,414 (+14%) from 2012

Net Assets

Up

$680,109

Up $84,414 (+14%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$192,578

No earlier filing loaded for comparison.

Expenses

Down

$108,165

Down $25,405 (-19%) from 2012

Net Income

$84,413

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $417,721Liabilities 2010: $12,836Net Assets 2010: $404,8852010Assets 2011: $535,539Liabilities 2011: $0Net Assets 2011: $535,5392011Assets 2012: $595,695Liabilities 2012: $0Net Assets 2012: $595,6952012Assets 2013: $680,109Liabilities 2013: $0Net Assets 2013: $680,1092013Assets 2014: $780,435Liabilities 2014: $0Net Assets 2014: $780,4352014Assets 2015: $823,428Liabilities 2015: $0Net Assets 2015: $823,4282015Assets 2016: $922,100Liabilities 2016: $0Net Assets 2016: $922,1002016Assets 2017: $1,091,187Liabilities 2017: $0Net Assets 2017: $1,091,1872017Assets 2018: $1,113,726Liabilities 2018: $0Net Assets 2018: $1,113,7262018Assets 2019: $1,314,790Liabilities 2019: $0Net Assets 2019: $1,314,7902019Assets 2020: $1,486,678Liabilities 2020: $0Net Assets 2020: $1,486,6782020Assets 2021: $1,610,373Liabilities 2021: $0Net Assets 2021: $1,610,3732021Assets 2022: $1,420,581Liabilities 2022: $0Net Assets 2022: $1,420,5812022Assets 2023: $1,613,393Liabilities 2023: $0Net Assets 2023: $1,613,3932023Assets 2024: $1,663,200Liabilities 2024: $0Net Assets 2024: $1,663,2002024Assets 2025: $1,835,911Liabilities 2025: $0Net Assets 2025: $1,835,9112025

Highlighted filing

2013

Assets$680,109
Liabilities$0
Net Assets$680,109

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $267,8522010Expenses 2011: $242,2332011Expenses 2012: $133,5702012Revenue 2013: $192,578Expenses 2013: $108,165Net Income 2013: $84,4132013Revenue 2014: $198,908Expenses 2014: $98,582Net Income 2014: $100,3262014Revenue 2015: $144,764Expenses 2015: $101,771Net Income 2015: $42,9932015Revenue 2016: $184,344Expenses 2016: $85,672Net Income 2016: $98,6722016Revenue 2017: $255,590Expenses 2017: $86,503Net Income 2017: $169,0872017Revenue 2018: $179,334Expenses 2018: $156,795Net Income 2018: $22,5392018Revenue 2019: $286,715Expenses 2019: $85,651Net Income 2019: $201,0642019Revenue 2020: $284,093Expenses 2020: $112,205Net Income 2020: $171,8882020Revenue 2021: $237,943Expenses 2021: $114,248Net Income 2021: $123,6952021Revenue 2022: $123,877Expenses 2022: $313,669Net Income 2022: -$189,7922022Revenue 2023: $281,287Expenses 2023: $88,475Net Income 2023: $192,8122023Revenue 2024: $183,984Expenses 2024: $134,177Net Income 2024: $49,8072024Revenue 2025: $271,415Expenses 2025: $98,704Net Income 2025: $172,7112025

Highlighted filing

2013

Revenue$192,578
Expenses$108,165
Net Income$84,413
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 9, 2014
Return Version
2013v3.1
Gross Receipts
$192,578
Mission and Program Overview

Mission

To organize, educate and update members regarding any and all issues relating to Chrysler Non-Union Retirees and future retirees.

To organize, educate and update members regarding issues pertaining to Chrysler Retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$595,695$680,109▲ $84,414
Rtn Earn Endowment Incm Other Fnds$595,695$680,109▲ $84,414
Total Assets$595,695$680,109▲ $84,414
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$595,695$680,109▲ $84,414
Total Liabilities and Net Assets / Fund Balance$595,695$680,109▲ $84,414
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jay KuhniePresident
Mike KaneVice President
Pete PiccinatoVice President
Chris DyrdaDirector
David SlatesDirector
Deb MorrissettDirector
John GlotzbachDirector
Pete HollinsheadDirector
Rick GolpeDirector
Terry CrockattDirector
Doran SamplesDirector Emeritus
Roy SjobergDirector Emeritus
Dana OliverDirector/Counsel
William HurstDirector/Counsel
Chuck AustinDirector/Founder
Vicki Bonus ProutSecretary
Mike CipponeriTreasuer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$185,480
Investment Income
$7,098
Other Revenue
$0
Change in Net Assets
$84,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,165
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
Conferences and Meetings$48,555--$48,555
Travel$13,864--$13,864
Office Expenses$10,856--$10,856
Other Expenses$5,344--$5,344
Insurance-$2,650-$2,650
Fees for Service Investment Mgmnt Fees-$991-$991
Fees for Services Accounting-$950-$950
Fees for Services Legal-$20-$20
Total Functional Expenses$103,554$4,611$0$108,165
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
Annual disclosure for covered persons
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Non-Union retirees and future retirees, including their spouses and surviving spouses, of Chrysler LLC, or its predecessors or successors, or any subsidiary whose pensions and or benefits are funded, controlled or administered by Chrysler LLC or its predecessors and successors, are eligible to be regular members of the National Chrysler Retirement Organization, providing they support the mission and pay the membership fee and annual dues, as set by the board of directors.

Form 990, Part VI, Section A, Line 7

The board of directors will elect officers President, Vice-President, Secretary and Treasurer of the organization at the annual meeting and may elect assistant officers for each position. The directors may also appoint any other officers and agents as they deem necessary for accomplishing the purposes of the organization.

Form 990, Part VI, Section A, Line 7B

The preferred method of conducting business is to discuss an issue and work out a compromise where there is consensus general agreement of all on a direction. If consensus cannot be reached, a vote is held. The decision will be a majority rule, based on those board members who vote.

Form 990, Part VI, Section B, Line 11

The Treasurer reviews the return for accuracy and the 990 is made available to the board. After any concerns or issues presented by the board are addressed, the Treasurer signs and files the return.

Form 990, Part VI, Section B, Line 12C

When a member of the board or an officer is affiliated with an organization seeking to provide services or facilities to National Chrysler Retirement Organization, or when a member of the board or officer has any duality of interest or possible conflict of interest, real or apparent, such affiliation or conflict of interest must be disclosed to the board of directors and made a matter of record, either when the interest becomes a matter of board action or as part of a periodic procedure to be establised by the board.

Form 990, Part VI, Section C, Line 19

The organizations governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

EIN
26-2642003
Phone
2486478400

Signing Officer

Name
Mike Cipponeri
Title
Treasurer
Signed
2014-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Cipponeri
Formed
2008
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
40

Preparer

Preparer
Patrick J McCarty
Phone
2489220336
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IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1120839
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt064641
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1120839
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0894
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0133570
IRS990/PYProgramServiceRevenueAmt0192832
IRS990/PYRevenuesLessExpensesAmt060156
IRS990/PYTotalExpensesAmt0133570
IRS990/PYTotalRevenueAmt0193726
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt084413
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0185480
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0595695
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0680109
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0595695
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0680109
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Non-Union retirees and future retirees, including their spouses and surviving spouses, of Chrysler LLC, or its predecessors or successors, or any subsidiary whose pensions and or benefits are funded, controlled or administered by Chrysler LLC or its predecessors and successors, are eligible to be regular members of the National Chrysler Retirement Organization, providing they support the mission and pay the membership fee and annual dues, as set by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board of directors will elect officers President, Vice-President, Secretary and Treasurer of the organization at the annual meeting and may elect assistant officers for each position. The directors may also appoint any other officers and agents as they deem necessary for accomplishing the purposes of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The preferred method of conducting business is to discuss an issue and work out a compromise where there is consensus general agreement of all on a direction. If consensus cannot be reached, a vote is held. The decision will be a majority rule, based on those board members who vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Treasurer reviews the return for accuracy and the 990 is made available to the board. After any concerns or issues presented by the board are addressed, the Treasurer signs and files the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4When a member of the board or an officer is affiliated with an organization seeking to provide services or facilities to National Chrysler Retirement Organization, or when a member of the board or officer has any duality of interest or possible conflict of interest, real or apparent, such affiliation or conflict of interest must be disclosed to the board of directors and made a matter of record, either when the interest becomes a matter of board action or as part of a periodic procedure to be establised by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organizations governing documents, conflict of interest policy and financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0595695
IRS990/TotalAssetsEOYAmt0680109
IRS990/TotalAssetsGrp/BOYAmt0595695
IRS990/TotalAssetsGrp/EOYAmt0680109
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04611
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103554
IRS990/TotalFunctionalExpensesGrp/TotalAmt0108165
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0595695
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0680109
IRS990/TotalProgramServiceExpensesAmt0103554
IRS990/TotalProgramServiceRevenueAmt0185480
IRS990/TotalRevenueGrp/ExclusionAmt07098
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0185480
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0192578
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0595695
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0680109
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt013864
IRS990/TravelGrp/TotalAmt013864
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine106001 N Adams Road Suite 205
IRS990/USAddress/City0Bloomfield Hills
IRS990/USAddress/State0MI
IRS990/USAddress/ZIPCode048304
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0www.ncro.org
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Cipponeri
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10National Chrysler Retirement Organization
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0262642003
ReturnHeader/Filer/PhoneNum02486478400
ReturnHeader/Filer/USAddress/AddressLine106001 N Adams Road Room 205
ReturnHeader/Filer/USAddress/City0Bloomfield Hills
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048304
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Patrick J McCartyCPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010523 Wedgewood Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Clarkston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode048348
ReturnHeader/PreparerPersonGrp/PhoneNum02489220336
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick J McCarty
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-04-09T07:40:33-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.27$0.10$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.18$0.13$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.28$0.09$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.12$0.31$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.24$0.11$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.28$0.11$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.29$0.09$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.18$0.16$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.26$0.09$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.18$0.09$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.14$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.20$0.10$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.19$0.11$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.01$0.40$0.27