Civic Intelligence

Dsra Benefit Trust Inc-Membership

990 • Fiscal year 2020 • EIN 26-4594868

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization ProfileWWW.DSRABENEFITTRUST.NET

View Organization Page

150 Bastian RoadRochester, NY 14623

(585) 424-2079

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$6,000

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

40th percentile

2.0%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-71%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$1,266,540

Up $24,460 (+2.0%) from 2019

Net Assets

Up

$1,266,540

Up $24,460 (+2.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin17th percentile

Revenue

Down

$174,935

Down $432,800 (-71%) from 2019

Expenses

Down

$204,275

Down $208,622 (-51%) from 2019

Net Income

Down

-$29,340

Down $224,178 (-115%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2020

Assets$1,266,540
Liabilities$0
Net Assets$1,266,540
Open 2020 Filing

Operations Trend

Revenue Growth5th 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

2020

Revenue$174,935
Expenses$204,275
Net Income-$29,340
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.1
Gross Receipts
$493,674
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$1,242,080$1,266,540▲ $24,460
Investments in Publicly Traded Securities$1,172,348$1,234,830▲ $62,482
Savings and Temporary Cash Investments$69,732$31,710▼ $38,022
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,242,080$1,266,540▲ $24,460
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,242,080$1,266,540▲ $24,460
Total Liabilities and Net Assets / Fund Balance$1,242,080$1,266,540▲ $24,460
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lori OstranderTreasurerPT$6,000$6,000
Paul BeiterChairpersonPT$6,000$6,000
Sharon DelezenneSecretaryPT$6,000$6,000
Stephen DucaMember at LargePT$5,500$5,500
Greg WhiteMember at LargePT$5,000$5,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$80,490
Other Revenue
$94,445
Change in Net Assets
$-29,340

Audited Revenue Reconciliation

Revenue per Audited Statements
$228,735
Revenue Not Reported on Financial Statements
$-53,800
Revenue Not Reported on Form 990
$13,377,386
Other Revenue Adjustments
$-53,800
Total Revenue per Audited Statements
$13,606,121
Total Revenue per Form 990
$174,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,340
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$118,935--$118,935
Other Expenses-$28,500-$28,500
Fees for Services Accounting-$24,500-$24,500
Fees for Service Investment Mgmnt Fees-$16,854-$16,854
Insurance-$9,455-$9,455
Fees for Services Other-$4,200-$4,200
Fees for Services Management-$1,831-$1,831
Total Functional Expenses$118,935$85,340$0$204,275

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,581,661
Expenses Not Reported on Form 990$13,377,386
Expenses per Audited Statements$204,275
Total Expenses per Form 990$204,275
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 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
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

“Paul beiter - 150 bastian road, rochester, ny 14623. Stephen duca - 800 the greens ne, warren, oh 44484. Lori ostrander - 2742 huntington hills drive, lakeland, fl 33810. Greg white - 611 magnolia drive, greenville, oh 45331. Sharon delezenne - 1034 moran drive, rochester, mi 48307.”

Filing and Contact Details

Filer

Filer Name
Dsra Benefit Trust Inc
EIN
26-4594868
Phone
5854242079
Address
150 BASTIAN ROAD, ROCHESTER, NY 14623

Signing Officer

Name
Lori Ostrander
Title
Treasurer
Phone
8103472829
Signed
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Ostrander
Formed
2009
Legal Domicile
De
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Somerset Cpas and Advisors
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
Matthew W Utterback CPA
Phone
3174722200
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Participant contributions $13,377,386”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Unrealized gain included in financial statement net gains $53,800”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Insurance premiums paid for participants $12,789,451 contract administration fees $587,935”

Raw XML Appendix313 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/BenefitsToMembersGrp/TotalAmt0118935
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LORI OSTRANDER (TREASURER)
IRS990/BooksInCareOfDetail/PhoneNum08103472829
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/PartialLiquidationInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PARTICIPANT CONTRIBUTIONS $13,377,386
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN INCLUDED IN FINANCIAL STATEMENT NET GAINS $53,800
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INSURANCE PREMIUMS PAID FOR PARTICIPANTS $12,789,451 CONTRACT ADMINISTRATION FEES $587,935
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/TotalExpensesPerForm990Amt0204275
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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/ExplanationTxt3PAUL BEITER - 150 BASTIAN ROAD, ROCHESTER, NY 14623. STEPHEN DUCA - 800 THE GREENS NE, WARREN, OH 44484. LORI OSTRANDER - 2742 HUNTINGTON HILLS DRIVE, LAKELAND, FL 33810. GREG WHITE - 611 MAGNOLIA DRIVE, GREENVILLE, OH 45331. 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
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01242080
IRS990/TotalAssetsEOYAmt01266540
IRS990/TotalAssetsGrp/BOYAmt01242080
IRS990/TotalAssetsGrp/EOYAmt01266540
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085340
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0118935
IRS990/TotalFunctionalExpensesGrp/TotalAmt0204275
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01242080
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01266540
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0118935
IRS990/TotalReportableCompFromOrgAmt028500
IRS990/TotalRevenueGrp/ExclusionAmt079826
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt095109
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174935
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01266540
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033810
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.DSRABENEFITTRUST.NET
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW W UTTERBACK CPA
ReturnHeader/ReturnTs02021-11-08T08:02:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORI
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,266,540
Liabilities
$0
Net assets
$1,266,540
Revenue
$174,935
Expenses
$204,275
Net income
-$29,340
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