Civic Intelligence

Mtm Retiree Health Care Plan & Trust

EIN 27-5034344 • 501(c)9 • Detroit, MI

View Organization Page

Profile

To provide retiree accident and health care benefits to eligible former, employees of michigan cat and their spouses

PO Box 75000Detroit, MI 48275-3462

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

38%

Higher net margin than 80% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$18,914

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

4.2%

Faster asset growth than 53% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,586,015

Up $219,128 (+9.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$2,586,015

Up $219,128 (+9.3%) from 2022

Operations
Liabilities / Revenue52nd percentileNet Margin80th percentile

Revenue

Up

$226,435

Up $112,732 (+99%) from 2022

Expenses

Down

$141,498

Down $17,573 (-11%) from 2022

Net Income

Up

$84,937

Up $130,305 (+287%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,354,277Liabilities 2012: $0Net Assets 2012: $3,354,2772012Assets 2013: $3,273,540Liabilities 2013: $0Net Assets 2013: $3,273,5402013Assets 2014: $3,068,229Liabilities 2014: $0Net Assets 2014: $3,068,2292014Assets 2015: $2,824,568Liabilities 2015: $0Net Assets 2015: $2,824,5682015Assets 2018: $2,318,916Liabilities 2018: $0Net Assets 2018: $2,318,9162018Assets 2019: $2,329,645Liabilities 2019: $0Net Assets 2019: $2,329,6452019Assets 2020: $2,343,445Liabilities 2020: $0Net Assets 2020: $2,343,4452020Assets 2022: $2,366,887Liabilities 2022: $0Net Assets 2022: $2,366,8872022Assets 2024: $2,586,015Liabilities 2024: $0Net Assets 2024: $2,586,0152024

Highlighted filing

2024

Assets$2,586,015
Liabilities$0
Net Assets$2,586,015
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2012: $429,3152012Revenue 2013: $313,497Expenses 2013: $394,234Net Income 2013: -$80,7372013Revenue 2014: $165,210Expenses 2014: $370,629Net Income 2014: -$205,4192014Revenue 2015: $89,920Expenses 2015: $333,581Net Income 2015: -$243,6612015Revenue 2018: $176,552Expenses 2018: $245,085Net Income 2018: -$68,5332018Revenue 2019: $262,010Expenses 2019: $257,270Net Income 2019: $4,7402019Revenue 2020: $186,142Expenses 2020: $170,747Net Income 2020: $15,3952020Revenue 2022: $113,703Expenses 2022: $159,071Net Income 2022: -$45,3682022Revenue 2024: $226,435Expenses 2024: $141,498Net Income 2024: $84,9372024

Highlighted filing

2024

Revenue$226,435
Expenses$141,498
Net Income$84,937
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,586,015
Liabilities
$0
Net assets
$2,586,015
Revenue
$226,435
Expenses
$141,498
Net income
$84,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.00$2.59$0.23$0.14$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.00$2.37$0.11$0.16$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.19$0.17$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.26$0.26$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.18$0.25$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.09$0.33$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.17$0.37$0.21
2013Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.31$0.39$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.00$3.35$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Gross Receipts
$347,326
Mission and Program Overview

Mission

To provide retiree accident and health care benefits to eligible former, employees of michigan cat and their spouses

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,480,773$2,586,014▲ $105,241
Investments Other Securities$2,214,977$2,341,723▲ $126,746
Investments in Publicly Traded Securities$249,895$247,391▼ $2,504
Accounts Receivable$3,804$4,031▲ $227
Rtn Earn Endowment Incm Other Fnds-$1-
Savings and Temporary Cash Investments$12,097$-7,130▼ $19,227
Total Assets$2,480,773$2,586,015▲ $105,242
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,480,773$2,586,015▲ $105,242
Total Liabilities and Net Assets / Fund Balance$2,480,773$2,586,015▲ $105,242

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$214,689--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleBaseTotal
-Corporate Trustee$18,914$18,914

Board Members and Trustees

NameTitle
William HodgesPresident
Michelle BramanVice President
Brian BoeyeBoard Member
Denny IngnatoskiBoard Member
Paula ThompsonBoard Member
Sylvia DwireBoard Member
Richard OlsenDirector
Jarrold M JungCEO
Ja PetersonController
Margaret BerardSecretary
Mark J ManguidwinVP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$226,435
Other Revenue
$0
Change in Net Assets
$84,937
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$18,914
Other Expenses$194
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$122,390--$122,390
Current Officers, Directors, Trustees, and Key Employees-$18,914-$18,914
All Other Expenses-$194-$194
Total Functional Expenses$122,390$19,108$0$141,498
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
Backup withholding compliance
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“There are no committees at this time.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The organization has engaged comerica bank as the trustee of the plan. One of the responbilities of the trustee is to review the 990 and make comments if determined they are required.”

Form 990, Page 6, Part VI, Line 19

“The veba plan does not make governing plans, conflict of interest policy and financial statements available to the public, but it is available to the participants of the plan.”

Filing and Contact Details

Filer

Filer Name
Mtm Retiree Health Care Plan & Trust
EIN
27-5034344
Phone
3132227921
Address
PO BOX 75000, DETROIT, MI 48275-3462

Signing Officer

Name
Matt Cleary
Title
Vice President
Phone
3132227921
Signed
2025-05-02

Organization Details

Formed
2010
Legal Domicile
Mi
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Kpmg Llp
Address
60 E RIO SALADO PKWY SUITE 800, TEMPE, AZ 85281
Preparer
Lyle J Mohler
Phone
8558073423
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Timing difference $20,305”

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/AccountsReceivableGrp/BOYAmt03804
IRS990/AccountsReceivableGrp/EOYAmt04031
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE RETIREE ACCIDENT AND HEALTH CARE BENEFITS TO ELIGIBLE FORMER, EMPLOYEES OF MICHIGAN CAT AND THEIR SPOUSES
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0194
IRS990/AllOtherExpensesGrp/TotalAmt0194
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0122390
IRS990/BenefitsToMembersGrp/TotalAmt0122390
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COMERICA BANK
IRS990/BooksInCareOfDetail/PhoneNum08774051091
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt036455 CORPORATE DRIVE M/C 3420
IRS990/BooksInCareOfDetail/USAddress/CityNm0FARMINGTON HILLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048331
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IRS990/CompensationFromOtherSrcsInd0false
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IRS990/ConservationEasementsInd0false
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IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/Desc0PAYMENT OF HEALTH CARE BENEFITS TO ELIGIBLE FORMER, EMPLOYEES OF MICHIGAN CAT AND THEIR SPOUSES.
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0JARROLD M JUNG
IRS990/Form990PartVIISectionAGrp/PersonNm1JA PETERSON
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IRS990/Form990PartVIISectionAGrp/PersonNm4MARK J MANGUIDWIN
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IRS990/Form990PartVIISectionAGrp/PersonNm9SYLVIA DWIRE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CORPORATE TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0167528
IRS990/GamingActivitiesInd0false
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IRS990/GrantAmt0122390
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0288419
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IRS990/IRPDocumentCnt00
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IRS990ScheduleD/OtherSecuritiesGrp/Desc3INTERNATIONAL EQUITY INDEX FUND
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
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IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES AT THIS TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS ENGAGED COMERICA BANK AS THE TRUSTEE OF THE PLAN. ONE OF THE RESPONBILITIES OF THE TRUSTEE IS TO REVIEW THE 990 AND MAKE COMMENTS IF DETERMINED THEY ARE REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VEBA PLAN DOES NOT MAKE GOVERNING PLANS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, BUT IT IS AVAILABLE TO THE PARTICIPANTS OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TIMING DIFFERENCE $20,305
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-05-06T08:01:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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