Civic Intelligence

Westermaninc Veba Benefit Trust

990 • Fiscal year 2011 • EIN 31-1308085

Jun 01, 2010 to May 31, 2011 • Filed on Dec 21, 2011

Organization Profile
245 North Broad Street P O Box 12543107
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $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

59th percentile

2.0%

Faster asset growth than 59% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$380,090

Up $7,625 (+2.0%) from 2010

Net Assets

Up

$380,090

Up $7,625 (+2.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,439,688

Down $11,944 (-0.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2010: $372,465Liabilities 2010: $0Net Assets 2010: $372,4652010Assets 2011: $380,090Liabilities 2011: $0Net Assets 2011: $380,0902011Assets 2012: $337,920Liabilities 2012: $0Net Assets 2012: $337,9202012

Highlighted filing

2011

Assets$380,090
Liabilities$0
Net Assets$380,090
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Expenses 2010: $1,451,6322010Expenses 2011: $1,439,6882011Expenses 2012: $1,460,5422012

Highlighted filing

2011

Revenue-
Expenses$1,439,688
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Signed
Dec 21, 2011
Return Version
2010v3.4
Gross Receipts
$1,447,313
Filing and Contact Details

Filer

EIN
31-1308085
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/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0THE TRUST IS USED TO PROVIDE BENEFITS TO PARTICIPANTS IN THE FORM OF MEDICAL, DISABILITY, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE.
IRS990/AddressPrincipalOfficerUS/AddressLine10245 NORTH BROAD STREET P O BOX 125
IRS990/AddressPrincipalOfficerUS/City0BREMEN
IRS990/AddressPrincipalOfficerUS/State0OH
IRS990/AddressPrincipalOfficerUS/ZIPCode043107
IRS990/AnnualDisclosureCoveredPersons0true
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IRS990/BenefitsPaidToMembersCY01337407
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IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
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IRS990/Form990PartVIISectionA/NamePerson2BARRY KELLER
IRS990/Form990PartVIISectionA/NamePerson3BROOKE CONRAD
IRS990/Form990PartVIISectionA/NamePerson4JOHN SULZMAN
IRS990/Form990PartVIISectionA/NamePerson5BRIAN HOUSEHOLDER
IRS990/Form990PartVIISectionA/NamePerson6LOWELL SHELLY
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IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6TRUSTEE
IRS990/Form990PartVIISectionA/Title7INVESTMENT A
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts01447313
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear0349
IRS990/InvestmentIncomePriorYear0535
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome0349
IRS990/InvestmentIncome/TotalRevenueColumn0349
IRS990/InvestmentInJointVenture0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingOther0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MiscellaneousRevenue/ExclusionAmount011471
IRS990/MiscellaneousRevenue/TotalRevenueColumn011471
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IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0MELISSA EATON
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY0372465
IRS990/NetAssetsOrFundBalancesEOY0380090
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear0409829
IRS990/OtherExpensesCurrentYear0102281
IRS990/OtherExpenses/Description0ADMINISTRATION
IRS990/OtherExpenses/Description1TRUST FEES
IRS990/OtherExpenses/ProgramServices099691
IRS990/OtherExpenses/ProgramServices12590
IRS990/OtherExpenses/Total099691
IRS990/OtherExpenses/Total12590
IRS990/OtherRevenueCurrentYear01446964
IRS990/OtherRevenueMisc/Description0EMPLOYER CONTRIBUTIONS
IRS990/OtherRevenueMisc/Description1EMPLOYEE CONTRIBUTIONS
IRS990/OtherRevenueMisc/Description2RETIRED CONTRIBUTIONS
IRS990/OtherRevenueMisc/ExclusionAmount01094500
IRS990/OtherRevenueMisc/ExclusionAmount1312373
IRS990/OtherRevenueMisc/ExclusionAmount228620
IRS990/OtherRevenueMisc/TotalRevenueColumn01094500
IRS990/OtherRevenueMisc/TotalRevenueColumn1312373
IRS990/OtherRevenueMisc/TotalRevenueColumn228620
IRS990/OtherRevenuePriorYear01431127
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses07625
IRS990/RegularMonitoringEnforcement0false
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
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IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY0372465
IRS990/RetainedEarningsEndowmentEtc/EOY0380090
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IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY0372465
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IRS990/ScheduleBRequired0false
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IRS990ScheduleD/AreRelatedOrgsListedScheduleR0false
IRS990ScheduleD/DisclosedForCharitablePurposes0false
IRS990ScheduleD/DisclosedOrgsLegalControl0false
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/ExcessOrDeficitForYear07625
IRS990ScheduleD/ExcessOrDeficitPerFS07625
IRS990ScheduleD/ExpensesSubtotal01439688
IRS990ScheduleD/IncludedOnFS0false
IRS990ScheduleD/RevenueSubtotal01447313
IRS990ScheduleD/Sect170hRequirementsSatisfied0false
IRS990ScheduleD/SolicitedAssetsForSale0false
IRS990ScheduleD/TotalExpenses01439688
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IRS990ScheduleD/TotalRevenuePerForm99001447313
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IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUSTEES REVIEW THE FORM 990 AFTER COMPLETION AND BEFORE FILING.
IRS990ScheduleO/GeneralExplanation/Explanation1THE TRUST PROVIDES HEALTH, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO EMPLOYEES OF THE PLAN SPONSOR. THERE IS NO PUBLIC DISCLOSURE.
IRS990ScheduleO/GeneralExplanation/Explanation2NO DOCUMENTS ARE AVALIABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1NO PUBLIC DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/Identifier2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode043107
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MELISSA EATON
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine20WESTERMAN COMPANIES INC
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IRS990/TotalRevenuePriorYear01431662
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0349
IRS990/TotalRevenue/TotalRevenueColumn01447313
IRS990/TransactionRelatedEntity0false
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IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01994
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311308085
ReturnHeader/Filer/Name/BusinessNameLine10WESTERMANINC VEBA BENEFIT TRUST
ReturnHeader/Filer/NameControl0WEST
ReturnHeader/Filer/Phone07405694143
ReturnHeader/Filer/USAddress/AddressLine10245 NORTH BROAD STREET P O BOX 125
ReturnHeader/Filer/USAddress/City0BREMEN
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043107
ReturnHeader/Officer/DateSigned02011-12-21
ReturnHeader/Officer/Name0MELISSA EATON
ReturnHeader/Officer/Phone07405694143
ReturnHeader/Officer/Title0EXECUTIVE VICE PRES./ CFO
ReturnHeader/Preparer/DatePrepared02011-12-21
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JONES COCHENOUR & CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10125 W MULBERRY ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LANCASTER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0431303014
ReturnHeader/Preparer/Name0DEAN A COCHENOUR MBA CPA
ReturnHeader/Preparer/Phone07406539581
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-06-01
ReturnHeader/TaxPeriodEndDate02011-05-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-12-21T06:08:14-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$380,090
Liabilities
$0
Net assets
$380,090
Revenue
-
Expenses
$1,439,688
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$1.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$1.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$1.45