Civic Intelligence

Budco Group Inc Employee Benefits Program

990 • Fiscal year 2013 • EIN 31-1256796

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 03, 2014

Organization ProfileN/A
1100 Gest Street45203

(513) 621-6111

Siviq Scores

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

Liabilities / Assets

100th percentile

76.98x

Higher debt load relative to assets than 100% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.13x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Net Margin

19th percentile

-13%

Higher net margin than 19% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Asset Growth

1st percentile

-99%

Faster asset growth than 1% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$16,335

Down $1,236,244 (-99%) from 2012

Net Assets

Down

-$1,241,155

Down $1,772,242 (-334%) from 2012

Liabilities

Up

$1,257,490

Up $535,998 (+74%) from 2012

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin19th percentile

Revenue

$9,439,323

No earlier filing loaded for comparison.

Expenses

Up

$10,675,567

Up $2,642,065 (+33%) from 2012

Net Income

-$1,236,244

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2010: $2,334,119Liabilities 2010: $937,548Net Assets 2010: $1,396,5712010Assets 2011: $2,688,740Liabilities 2011: $826,405Net Assets 2011: $1,862,3352011Assets 2012: $1,252,579Liabilities 2012: $721,492Net Assets 2012: $531,0872012Assets 2013: $16,335Liabilities 2013: $1,257,490Net Assets 2013: -$1,241,1552013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2013

Assets$16,335
Liabilities$1,257,490
Net Assets-$1,241,155
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,576,6252010Expenses 2011: $7,575,4562011Expenses 2012: $8,033,5022012Revenue 2013: $9,439,323Expenses 2013: $10,675,567Net Income 2013: -$1,236,2442013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014

Highlighted filing

2013

Revenue$9,439,323
Expenses$10,675,567
Net Income-$1,236,244
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 3, 2014
Return Version
2013v3.0
Gross Receipts
$9,439,323
Mission and Program Overview

Mission

NONE

Providing health and dental benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,222,257--
Accounts Receivable$30,322$16,335▼ $13,987
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$531,087$-1,241,155▼ $1,772,242
Total Assets$1,252,579$16,335▼ $1,236,244
Liabilities
Accounts Payable and Accrued Expenses$721,492$1,257,490▲ $535,998
Total Liabilities$721,492$1,257,490▲ $535,998
Net Assets / Fund Balance
Total Net Assets Fund Balance$531,087$-1,241,155▼ $1,772,242
Total Liabilities and Net Assets / Fund Balance$1,252,579$16,335▼ $1,236,244
Compensation and Service Providers
Top Officer Pay45th percentile

Board Members and Trustees

NameTitle
George J BudigTrustee
Otto M BudigTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,436,686
Investment Income
$2,637
Other Revenue
$0
Change in Net Assets
$-1,236,244

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,439,323
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,439,323
Total Revenue per Form 990
$9,439,323
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,241,726
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---$9,433,841
Other Expenses---$537,181
Total Functional Expenses$0$0$0$10,675,567

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,675,567
Total Expenses per Audited Statements$10,675,567
Total Expenses per Form 990$10,675,567
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Audit committee
Yes
Backup withholding compliance
Yes
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

Form 990, Part VI, Section A, Line 2

“George and otto have a family relationship and a business relationship.”

Form 990, Part VI, Section A, Line 8A

“Board minutes are not kept. Any new actions undertaken are documented in amendments to the summary plan description.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any governing committees.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the george and otto budig, plan trustees, before it is filed with the irs.”

Form 990, Part VI, Section B, Line 12

“The organization is subject to and complies with provisions of erisa.”

Form 990, Part VI, Section C, Line 19

“The organization will provide printed copies of its governing documents at the time of request.”

Filing and Contact Details

Filer

EIN
31-1256796
Phone
5136216111

Signing Officer

Name
George Budig
Title
Plan Trustee
Phone
5136216111
Signed
2014-07-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Budig
Formed
1990
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Jane E Pfeifer
Phone
5132413111
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net increase in benefit obligations -535,998.”

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501(c)(9) of the internal revenue code (irc), and, accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax determination letter dated may 7, 1990 from the internal revenue service and has since been amended. The plan sponsor believes that the trust, as amended, continues to qualify and to operate in accordance with applicable provisions of irc. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain positions that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2010.”

Raw XML Appendix298 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/TotalAmt09433841
IRS990/BooksInCareOfDetail/PersonNm0MARK BUDIG
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IRS990/Desc0THE SOLE PURPOSE OF THE BUDCO GROUP, INC. EMPLOYEE BENEFIT PLAN IS TO PROVIDE HEALTH & DENTAL BENEFITS TO PLAN PARTICIPANTS
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IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02637
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02637
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0531087
IRS990/NetAssetsOrFundBalancesEOYAmt0-1241155
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-535998
IRS990/OtherExpensesGrp/Desc0UTILIZATION REVIEW AND
IRS990/OtherExpensesGrp/Desc1INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/TotalAmt0704545
IRS990/OtherExpensesGrp/TotalAmt1537181
IRS990/PartialLiquidationInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED MAY 7, 1990 FROM THE INTERNAL REVENUE SERVICE AND HAS SINCE BEEN AMENDED. THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt010675567
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GEORGE AND OTTO HAVE A FAMILY RELATIONSHIP AND A BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MINUTES ARE NOT KEPT. ANY NEW ACTIONS UNDERTAKEN ARE DOCUMENTED IN AMENDMENTS TO THE SUMMARY PLAN DESCRIPTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE ANY GOVERNING COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE GEORGE AND OTTO BUDIG, PLAN TRUSTEES, BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION IS SUBJECT TO AND COMPLIES WITH PROVISIONS OF ERISA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION WILL PROVIDE PRINTED COPIES OF ITS GOVERNING DOCUMENTS AT THE TIME OF REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NET INCREASE IN BENEFIT OBLIGATIONS -535,998.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROVIDES TRAILER LOADING/UNLOADING SERVICES TO THE RAILROADS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10BUDCO GROUP INC
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IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
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IRS990/USAddress/City0CINCINNATI
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IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE BUDIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05136216111
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10BUDCO GROUP INC EMPLOYEE BENEFITS PROGRAM
ReturnHeader/Filer/BusinessNameControlTxt0BUDC
ReturnHeader/Filer/EIN0311256796
ReturnHeader/Filer/PhoneNum05136216111
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ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10ONE EAST FOURTH ST SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode045202
ReturnHeader/PreparerPersonGrp/PhoneNum05132413111
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE E PFEIFER
ReturnHeader/ReturnTs02014-07-03T16:22:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,335
Liabilities
$1,257,490
Net assets
-$1,241,155
Revenue
$9,439,323
Expenses
$10,675,567
Net income
-$1,236,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.02$1.26$1.24$9.44$10.7$1.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.72$0.53$8.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.83$1.86$7.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.94$1.40$6.58