Civic Intelligence

Nation Chrysler Retirement Organization LLC

990 • Fiscal year 2019 • EIN 26-2642003

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 29, 2020

901 Tower Drive Room 420Troy, MI 48098

(248) 647-8400

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.00x

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

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

60%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,314,790

Up $201,064 (+18%) from 2018

Net Assets

Up

$1,314,790

Up $201,064 (+18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$286,715

Up $107,381 (+60%) from 2018

Expenses

Down

$85,651

Down $71,144 (-45%) from 2018

Net Income

Up

$201,064

Up $178,525 (+792%) from 2018

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

2019

Assets$1,314,790
Liabilities$0
Net Assets$1,314,790

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

2019

Revenue$286,715
Expenses$85,651
Net Income$201,064
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 29, 2020
Return Version
2019v5.1
Gross Receipts
$286,715
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$1,113,726$1,314,790▲ $201,064
Rtn Earn Endowment Incm Other Fnds$1,113,726$1,314,790▲ $201,064
Total Assets$1,113,726$1,314,790▲ $201,064
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,113,726$1,314,790▲ $201,064
Total Liabilities and Net Assets / Fund Balance$1,113,726$1,314,790▲ $201,064
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jay KuhniePresident
Deb MorrissettVice President
Pete PiccinatoVice President
Chris DyrdaDirector
Dale KochDirector
David SlatesDirector
Joe HuberDirector
John GlotzbachDirector
John KaiserDirector
Pete HollinsheadDirector
Ray PasternakDirector
Rick GolpeDirector
Ted GrayDirector
Terry CrockattDirector
Doran SamplesDirector Emeritus
Roy SjobergDirector Emeritus
Dana OliverDirector/Counsel
Grainger GoodmanDirector/Counsel
Chuck AustinDirector/Founder
Judy Shumaker-HollandGeneral Counsel
Vicki Bonus ProutSecretary
Mike CipponeriTreasuer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$144,250
Investment Income
$142,465
Other Revenue
$0
Change in Net Assets
$201,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,651
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$23,982--$23,982
Office Expenses$18,497--$18,497
Travel$10,680--$10,680
Fees for Service Investment Mgmnt Fees-$8,953-$8,953
Insurance-$2,923-$2,923
Other Expenses$2,236--$2,236
Fees for Services Accounting-$750-$750
Fees for Services Legal-$140-$140
Total Functional Expenses$72,885$12,766$0$85,651
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
Backup withholding compliance
No
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
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

Filer Name
National Chrysler Retirement Organization
EIN
26-2642003
Phone
2486478400
Address
901 Tower Drive Room 420, Troy, MI 48098

Signing Officer

Name
Mike Cipponeri
Title
Treasurer
Signed
2020-03-29
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

Preparer

Firm
Patrick J McCarty CPA PLLC
Address
10523 Wedgewood Drive, Clarkston, MI 48348
Preparer
Patrick J McCarty
Phone
2483108401
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0286715
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02923
IRS990/InsuranceGrp/TotalAmt02923
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0142465
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0142465
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To organize, educate and update members regarding any and all issues relating to Chrysler Non-Union Retirees and future retirees.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01113726
IRS990/NetAssetsOrFundBalancesEOYAmt01314790
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt018497
IRS990/OfficeExpensesGrp/TotalAmt018497
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Membership Dues NRLN
IRS990/OtherExpensesGrp/Desc1Membership Recruitment
IRS990/OtherExpensesGrp/ProgramServicesAmt017490
IRS990/OtherExpensesGrp/ProgramServicesAmt12236
IRS990/OtherExpensesGrp/TotalAmt017490
IRS990/OtherExpensesGrp/TotalAmt12236
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Mike Cipponeri
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Meetings Programs
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt040890
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1103360
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040890
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1103360
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt040888
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0156795
IRS990/PYProgramServiceRevenueAmt0138446
IRS990/PYRevenuesLessExpensesAmt022539
IRS990/PYTotalExpensesAmt0156795
IRS990/PYTotalRevenueAmt0179334
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0201064
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0144250
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01113726
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01314790
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01113726
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01314790
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01113726
IRS990/TotalAssetsEOYAmt01314790
IRS990/TotalAssetsGrp/BOYAmt01113726
IRS990/TotalAssetsGrp/EOYAmt01314790
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012766
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072885
IRS990/TotalFunctionalExpensesGrp/TotalAmt085651
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01113726
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01314790
IRS990/TotalProgramServiceExpensesAmt072885
IRS990/TotalProgramServiceRevenueAmt0144250
IRS990/TotalRevenueGrp/ExclusionAmt0142465
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0144250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0286715
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01113726
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01314790
IRS990/TravelGrp/ProgramServicesAmt010680
IRS990/TravelGrp/TotalAmt010680
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0901 Tower Drive Suite 420
IRS990/USAddress/CityNm0Troy
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048098
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0www.ncro.org
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Cipponeri

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