Civic Intelligence

Dsra Benefit Trust Inc-Membership

990 • Fiscal year 2018 • EIN 26-4594868

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 22, 2019

Organization ProfileWWW.DSRABENEFITTRUST.NET

View Organization Page

150 Bastian RoadRochester, NY 14623

(810) 347-2829

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.00x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

6th percentile

-85%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

64th percentile

$6,000

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

12th percentile

-23%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$1,089,856

Down $320,931 (-23%) from 2017

Net Assets

Down

$1,089,856

Down $320,931 (-23%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin6th percentile

Revenue

Up

$258,268

Up $30,060 (+13%) from 2017

Expenses

Down

$477,322

Down $42,244 (-8.1%) from 2017

Net Income

Up

-$219,054

Up $72,304 (+25%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $7,663,303Liabilities 2010: $0Net Assets 2010: $7,663,3032010Assets 2011: $16,476,160Liabilities 2011: $0Net Assets 2011: $16,476,1602011Assets 2012: $12,066,417Liabilities 2012: $0Net Assets 2012: $12,066,4172012Assets 2013: $5,860,314Liabilities 2013: $0Net Assets 2013: $5,860,3142013Assets 2014: $3,480,846Liabilities 2014: $0Net Assets 2014: $3,480,8462014Assets 2015: $1,786,099Liabilities 2015: $0Net Assets 2015: $1,786,0992015Assets 2016: $1,555,477Liabilities 2016: $0Net Assets 2016: $1,555,4772016Assets 2017: $1,410,787Liabilities 2017: $0Net Assets 2017: $1,410,7872017Assets 2018: $1,089,856Liabilities 2018: $0Net Assets 2018: $1,089,8562018Assets 2019: $1,242,080Liabilities 2019: $0Net Assets 2019: $1,242,0802019Assets 2020: $1,266,540Liabilities 2020: $0Net Assets 2020: $1,266,5402020Assets 2021: $1,129,873Liabilities 2021: $0Net Assets 2021: $1,129,8732021Assets 2022: $805,926Liabilities 2022: $0Net Assets 2022: $805,9262022Assets 2023: $723,763Liabilities 2023: $0Net Assets 2023: $723,7632023Assets 2024: $686,547Liabilities 2024: $0Net Assets 2024: $686,5472024

Highlighted filing

2018

Assets$1,089,856
Liabilities$0
Net Assets$1,089,856
Open 2018 Filing

Operations Trend

Revenue Growth73rd percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $956,4082010Expenses 2011: $2,661,5802011Expenses 2012: $5,571,6932012Revenue 2013: $1,078,184Expenses 2013: $7,284,287Net Income 2013: -$6,206,1032013Revenue 2014: $683,684Expenses 2014: $3,063,152Net Income 2014: -$2,379,4682014Revenue 2015: $511,158Expenses 2015: $2,205,905Net Income 2015: -$1,694,7472015Revenue 2016: $217,808Expenses 2016: $447,720Net Income 2016: -$229,9122016Revenue 2017: $228,208Expenses 2017: $519,566Net Income 2017: -$291,3582017Revenue 2018: $258,268Expenses 2018: $477,322Net Income 2018: -$219,0542018Revenue 2019: $607,735Expenses 2019: $412,897Net Income 2019: $194,8382019Revenue 2020: $174,935Expenses 2020: $204,275Net Income 2020: -$29,3402020Revenue 2021: $170,306Expenses 2021: $335,914Net Income 2021: -$165,6082021Revenue 2022: $82,642Expenses 2022: $235,683Net Income 2022: -$153,0412022Revenue 2023: $111,441Expenses 2023: $276,313Net Income 2023: -$164,8722023Revenue 2024: $111,926Expenses 2024: $196,938Net Income 2024: -$85,0122024

Highlighted filing

2018

Revenue$258,268
Expenses$477,322
Net Income-$219,054
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 22, 2019
Return Version
2018v3.1
Gross Receipts
$1,021,221
Mission and Program Overview

Mission

To provide retirement welfare benefits to eligible retirees of delphi corp and/or their survivors, dependents, and spouses.

To provide retirement welfare benefits to eligible retirees of delphi corp and/or their survivors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,410,787$1,089,856▼ $320,931
Investments in Publicly Traded Securities$1,410,681$1,046,958▼ $363,723
Savings and Temporary Cash Investments-$42,898-
Cash and Non-Interest-Bearing Accounts$106--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,410,787$1,089,856▼ $320,931
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,410,787$1,089,856▼ $320,931
Total Liabilities and Net Assets / Fund Balance$1,410,787$1,089,856▼ $320,931
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ken GarberCo-chairPT$6,000$6,000
Lori OstranderSecretaryPT$6,000$6,000
Paul BeiterCo-chairPT$6,000$6,000
Tom OlneyTreasurerPT$6,000$6,000
Sharon DelezenneMember at LargePT$5,400$5,400
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$43,367
Other Revenue
$214,901
Change in Net Assets
$-219,054

Audited Revenue Reconciliation

Revenue per Audited Statements
$249,417
Revenue Not Reported on Financial Statements
$8,851
Revenue Not Reported on Form 990
$20,429,769
Other Revenue Adjustments
$8,851
Total Revenue per Audited Statements
$20,679,186
Total Revenue per Form 990
$258,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$298,538
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
Fees for Services Management-$194,250-$194,250
Benefits to Members$178,784--$178,784
Fees for Services Accounting-$32,835-$32,835
Other Expenses-$29,400-$29,400
Fees for Service Investment Mgmnt Fees-$16,441-$16,441
Fees for Services Other-$14,994-$14,994
Insurance-$10,618-$10,618
Total Functional Expenses$178,784$298,538$0$477,322

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$21,000,119
Expenses Not Reported on Form 990$20,522,797
Expenses per Audited Statements$477,322
Total Expenses per Form 990$477,322
Expenses Not Reported on Financial Statements$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
Annual disclosure for covered persons
Yes
Audit committee
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
No
Management duties delegated
No

Governance Explanations

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

“Each member of the governing body will review the form 990 prior to irs filing. The extent of each members review will depend upon his or her knowledge of the subject matter. However, each member will have sufficient knowledge to review the question regarding the management and governance of the organization.”

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

“The organization requires each member of the veba committee (the trustees) to review and excute a copy of the organization's conflict of interest policy each year.”

Form 990, Part VI, Section C, Line 19

“Copies of these documents are available for public inspection upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Ken garber - 6160 palomino circle, bradenton, fl 34201. Lori ostrander - 2742 huntington hills drive, lakeland, fl 33810. Tom olney - 26 ogden parma tl road, spencerport, ny 14559. Sharon delezenne - 1034 moran drive, rochester, mi 48307.”

Filing and Contact Details

Filer

Filer Name
Dsra Benefit Trust Inc
EIN
26-4594868
Phone
8103472829
Address
150 BASTIAN ROAD, ROCHESTER, NY 14623

Signing Officer

Name
Lori Ostrander
Title
Treasurer
Phone
8103472829
Signed
2019-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Olney
Formed
2009
Legal Domicile
De
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Somerset Cpas Pc
Address
3925 RIVER CROSSING PKWY, INDIANAPOLIS, IN 46240
Preparer
Matthew W Utterback CPA
Phone
3174722200
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Participant contributions $20,429,769”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Realized gains not in financial statement revenue $8,851”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Realized gain included in financial statement net loss $8,851 unrealized loss included on financial statement net loss $101,879 insurance premiums paid for participants $19,656,569 contract administration fees $773,200”

Raw XML Appendix317 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE RETIREMENT WELFARE BENEFITS TO ELIGIBLE RETIREES OF DELPHI CORP AND/OR THEIR SURVIVORS.
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IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0178784
IRS990/BenefitsToMembersGrp/TotalAmt0178784
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LORI OSTRANDER (TREASURER)
IRS990/BooksInCareOfDetail/PhoneNum08103472829
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02742 HUNTINGTON HILLS DRIVE
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/PersonNm1KEN GARBER
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IRS990/Form990PartVIISectionAGrp/PersonNm3TOM OLNEY
IRS990/Form990PartVIISectionAGrp/PersonNm4SHARON DELEZENNE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt06000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26000
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER AT LARGE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt08851
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0771804
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034516
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01410681
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IRS990/IRPDocumentCnt05
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0BOARD OF DIRECTOR FEES
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IRS990/PartialLiquidationInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/RevenueNotReportedAmt020429769
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IRS990ScheduleD/RevenueSubtotalAmt0249417
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PARTICIPANT CONTRIBUTIONS $20,429,769
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REALIZED GAINS NOT IN FINANCIAL STATEMENT REVENUE $8,851
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REALIZED GAIN INCLUDED IN FINANCIAL STATEMENT NET LOSS $8,851 UNREALIZED LOSS INCLUDED ON FINANCIAL STATEMENT NET LOSS $101,879 INSURANCE PREMIUMS PAID FOR PARTICIPANTS $19,656,569 CONTRACT ADMINISTRATION FEES $773,200
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0477322
IRS990ScheduleD/TotalRevenuePerForm990Amt0258268
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020679186
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021000119
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH MEMBER OF THE GOVERNING BODY WILL REVIEW THE FORM 990 PRIOR TO IRS FILING. THE EXTENT OF EACH MEMBERS REVIEW WILL DEPEND UPON HIS OR HER KNOWLEDGE OF THE SUBJECT MATTER. HOWEVER, EACH MEMBER WILL HAVE SUFFICIENT KNOWLEDGE TO REVIEW THE QUESTION REGARDING THE MANAGEMENT AND GOVERNANCE OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES EACH MEMBER OF THE VEBA COMMITTEE (THE TRUSTEES) TO REVIEW AND EXCUTE A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THESE DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KEN GARBER - 6160 PALOMINO CIRCLE, BRADENTON, FL 34201. LORI OSTRANDER - 2742 HUNTINGTON HILLS DRIVE, LAKELAND, FL 33810. TOM OLNEY - 26 OGDEN PARMA TL ROAD, SPENCERPORT, NY 14559. SHARON DELEZENNE - 1034 MORAN DRIVE, ROCHESTER, MI 48307.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0298538
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ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,089,856
Liabilities
$0
Net assets
$1,089,856
Revenue
$258,268
Expenses
$477,322
Net income
-$219,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.11$0.20$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.11$0.28$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.08$0.24$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.17$0.34$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.17$0.20$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.61$0.41$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.26$0.48$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.23$0.52$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.22$0.45$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.51$2.21$1.69
2014Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.68$3.06$2.38
2013Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$1.08$7.28$6.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.00$12.1$5.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$0.00$16.5$2.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.66$0.00$7.66$0.96