Civic Intelligence

Panhandle Non-Union Veba Life Ins

990 • Fiscal year 2011 • EIN 30-6090484

Jan 01, 2011 to Dec 31, 2011 • Filed on May 02, 2012

340 S Cleveland Ave Bldg 35043081
Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2011 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

2011 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,472,177

Up $222,141 (+18%) from 2010

Net Assets

Up

$1,472,177

Up $222,141 (+18%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$50,729

Up $36,147 (+248%) from 2010

Net Income

-

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.

$3.0M$2.0M$1.0M$0Assets 2010: $1,250,036Liabilities 2010: $0Net Assets 2010: $1,250,0362010Assets 2011: $1,472,177Liabilities 2011: $0Net Assets 2011: $1,472,1772011Assets 2012: $1,733,571Liabilities 2012: $0Net Assets 2012: $1,733,5712012Assets 2013: $1,976,041Liabilities 2013: $0Net Assets 2013: $1,976,0412013Assets 2014: $2,173,709Liabilities 2014: $0Net Assets 2014: $2,173,7092014Assets 2020: $2,602,985Liabilities 2020: $0Net Assets 2020: $2,602,9852020Assets 2021: $2,669,656Liabilities 2021: $0Net Assets 2021: $2,669,6562021Assets 2022: $2,533,173Liabilities 2022: $0Net Assets 2022: $2,533,1732022

Highlighted filing

2011

Assets$1,472,177
Liabilities$0
Net Assets$1,472,177

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $14,5822010Expenses 2011: $50,7292011Expenses 2012: $37,0892012Revenue 2013: $298,638Expenses 2013: $56,153Net Income 2013: $242,4852013Revenue 2014: $298,644Expenses 2014: $100,961Net Income 2014: $197,6832014Revenue 2020: $364,767Expenses 2020: $250,570Net Income 2020: $114,1972020Revenue 2021: $354,924Expenses 2021: $288,190Net Income 2021: $66,7342021Revenue 2022: $117,805Expenses 2022: $252,543Net Income 2022: -$134,7382022

Highlighted filing

2011

Revenue-
Expenses$50,729
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 2, 2012
Return Version
2011v1.2
Gross Receipts
$272,870
Mission and Program Overview

Mission

The veba trust is the funding vehicle for the plan sponsors to provide life insurance benefits for non-union employees and retirees

Filing and Contact Details

Filer

EIN
30-6090484
Raw XML Appendix218 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/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE PLAN SPONSORS TO PROVIDE LIFE INSURANCE BENEFITS FOR NON-UNION EMPLOYEES AND RETIREES.
IRS990/AddressPrincipalOfficerUS/AddressLine10340 S CLEVELAND AVE BLDG 350
IRS990/AddressPrincipalOfficerUS/City0WESTERVILLE
IRS990/AddressPrincipalOfficerUS/State0OH
IRS990/AddressPrincipalOfficerUS/ZIPCode043081
IRS990/BenefitsPaidToMembersCY034594
IRS990/BenefitsPaidToMembersPriorYear07731
IRS990/BenefitsToMembers/ProgramServices034594
IRS990/BenefitsToMembers/Total034594
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IRS990/CapStckTrstPrinCurrentFunds/BOY01250036
IRS990/CapStckTrstPrinCurrentFunds/EOY01472177
IRS990/ChangesToOrganizingDocs0false
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IRS990/DescribedIn501C30false
IRS990/Description0THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE PLAN SPONSORS TO PROVIDE LIFE INSURANCE BENEFITS FOR NON-UNION EMPLOYEES AND RETIREES.
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IRS990/DocumentRetentionPolicy0false
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IRS990/DoNotFollowSFAS1170X
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
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IRS990/GrantsAndSimilarAmntsCY00
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IRS990/GrantsToOrganizations0false
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IRS990/InvestmentIncomePriorYear0548
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IRS990/MissionDescription0THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE PLAN SPONSORS TO PROVIDE LIFE INSURANCE BENEFITS FOR NON-UNION EMPLOYEES AND RETIREES.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerBusiness/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers00
IRS990/NbrVotingMembersGoverningBody00
IRS990/NetAssetsOrFundBalancesBOY01250036
IRS990/NetAssetsOrFundBalancesEOY01472177
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear06013
IRS990/OtherExpensesCurrentYear016135
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900001
IRS990/ProgramServiceRevenueCY0272760
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear0271199
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0272760
IRS990/ProgramServiceRevenue/TotalRevenueColumn0272760
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses0222141
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0222141
IRS990/RevenuesLessExpensesPriorYear0257165
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear0838
IRS990/SavingsAndTempCashInvestments/BOY01250036
IRS990/SavingsAndTempCashInvestments/EOY01472177
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0THE VEBA TRUST MAKES AVAILABLE UPON REQUEST DOCUMENTS SUBMITTED WITH FORM 1024
IRS990ScheduleO/GeneralExplanation/Explanation1AS TRUSTEE OF THE VEBA TRUST, A FIDUCIARY DUTY IS OWED THE VEBA TRUST. COMPLYING WITH THE TERMS AND CONDITIONS OF THE TRUST INSTRUMENT, IN CONJUNCTION WITH THE INTERNAL POLICIES AND PROCEDURES OF THE TRUSTEE, WHICH INCLUDES THE PREPARATION, REVIEW, AND FILING OF FORM 990 TO SATISFY THE TRUSTEE'S DUTY OF CARE.
IRS990ScheduleO/GeneralExplanation/Explanation2THE VEBA TRUST MAKES AVAILABLE UPON REQUEST DOCUMENTS SUBMITTED WITH FORM 1024.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/GeneralExplanation/Identifier2DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 18
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0OH
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine105444 WESTHEIMER ROAD
IRS990/TheBooksAreInCareOf/AddressUS/City0HOUSTON
IRS990/TheBooksAreInCareOf/AddressUS/State0TX
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode077056
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10PANHANDLE EASTERN PIPELINE
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine20CO LLC
IRS990/TheBooksAreInCareOf/TelephoneNumber05124941314
IRS990/TotalAssets/BOY01250036
IRS990/TotalAssetsBOY01250036
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IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear050729
IRS990/TotalExpensesPriorYear014582
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral016135
IRS990/TotalFunctionalExpenses/ProgramServices034594
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IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI0110
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IRS990/TotalNbrEmployees00
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IRS990/TotalOtherCompensation00
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IRS990/TotalProgramServiceRevenue0272760
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0272870
IRS990/TotalRevenuePriorYear0271747
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0272760
IRS990/TotalRevenue/TotalRevenueColumn0272870
IRS990/TotalRevenue/UnrelatedBusinessRevenue0110
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02003
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0306090484
ReturnHeader/Filer/Name/BusinessNameLine10PANHANDLE NON-UNION VEBA TO PROVIDE FOR
ReturnHeader/Filer/NameControl0PANH
ReturnHeader/Filer/Phone06142481343
ReturnHeader/Filer/USAddress/AddressLine10340 S CLEVELAND AVE BLDG 350
ReturnHeader/Filer/USAddress/City0WESTERVILLE
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ReturnHeader/Filer/USAddress/ZIPCode043081
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-02
ReturnHeader/Officer/Name0JPMORGAN CHASE BANK NA
ReturnHeader/Officer/Phone06142481343
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-05-02
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THOMSON REUTERS (TAX & ACCOUNTING)
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102 EASTON OVAL SUITE 425
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0COLUMBUS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode043219
ReturnHeader/Preparer/Name0LORI COX
ReturnHeader/Preparer/Phone06144185007
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-08T09:42:38-06:00

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Filings