Civic Intelligence

Central Employees Benefit Veba Tr

990 • Fiscal year 2015 • EIN 31-1607892

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 31, 2016

Organization ProfileN/A

Refreshing map…

800 S Washington StVan Wert, OH 45891

(419) 238-1010

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

51st percentile

2.5%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

50th percentile

1.2%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

4.0%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$15,636,362

Up $1,238,690 (+8.6%) from 2013

Net Assets

Up

$15,635,550

Up $1,238,474 (+8.6%) from 2013

Liabilities

Up

$812

Up $216 (+36%) from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin51st percentile

Revenue

Down

$7,612,919

Down $609,673 (-7.4%) from 2013

Expenses

Up

$7,421,881

Up $390,742 (+5.6%) from 2013

Net Income

Down

$191,038

Down $1,000,415 (-84%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$30M$20M$10M$0Assets 2011: $12,950,846Liabilities 2011: $1,368Net Assets 2011: $12,949,4782011Assets 2012: $13,207,511Liabilities 2012: $1,888Net Assets 2012: $13,205,6232012Assets 2013: $14,397,672Liabilities 2013: $596Net Assets 2013: $14,397,0762013Assets 2015: $15,636,362Liabilities 2015: $812Net Assets 2015: $15,635,5502015Assets 2016: $17,790,689Liabilities 2016: $2,262Net Assets 2016: $17,788,4272016Assets 2017: $19,815,247Liabilities 2017: $4,796Net Assets 2017: $19,810,4512017Assets 2018: $21,358,632Liabilities 2018: $1,112,194Net Assets 2018: $20,246,4382018Assets 2019: $22,013,949Liabilities 2019: $1,587Net Assets 2019: $22,012,3622019Assets 2020: $23,732,823Liabilities 2020: $3,403Net Assets 2020: $23,729,4202020Assets 2021: $23,872,575Liabilities 2021: $2,399Net Assets 2021: $23,870,1762021Assets 2022: $22,341,618Liabilities 2022: $2,945Net Assets 2022: $22,338,6732022Assets 2024: $23,171,504Liabilities 2024: $3,468Net Assets 2024: $23,168,0362024

Highlighted filing

2015

Assets$15,636,362
Liabilities$812
Net Assets$15,635,550
Open 2015 Filing

Operations Trend

Revenue Growth53rd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,484,0682011Expenses 2012: $7,497,8112012Revenue 2013: $8,222,592Expenses 2013: $7,031,139Net Income 2013: $1,191,4532013Revenue 2015: $7,612,919Expenses 2015: $7,421,881Net Income 2015: $191,0382015Revenue 2016: $10,469,538Expenses 2016: $8,316,661Net Income 2016: $2,152,8772016Revenue 2017: $11,467,211Expenses 2017: $9,445,187Net Income 2017: $2,022,0242017Revenue 2018: $11,364,104Expenses 2018: $10,120,414Net Income 2018: $1,243,6902018Revenue 2019: $12,323,038Expenses 2019: $10,557,114Net Income 2019: $1,765,9242019Revenue 2020: $12,398,328Expenses 2020: $10,681,269Net Income 2020: $1,717,0592020Revenue 2021: $12,055,872Expenses 2021: $11,915,115Net Income 2021: $140,7572021Revenue 2022: $10,612,747Expenses 2022: $12,144,250Net Income 2022: -$1,531,5032022Revenue 2024: $11,440,462Expenses 2024: $12,139,710Net Income 2024: -$699,2482024

Highlighted filing

2015

Revenue$7,612,919
Expenses$7,421,881
Net Income$191,038
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 31, 2016
Return Version
2015v2.1
Gross Receipts
$7,612,919
Mission and Program Overview

Mission

Voluntary Employee Benefits - Medical, Life, Dental and Vision Benefits

Voluntary Employee Benefits - Medical, Life, Dental and Vision Benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$15,444,512$15,635,550▲ $191,038
Investments in Publicly Traded Securities$14,814,426$15,081,733▲ $267,307
Cash and Non-Interest-Bearing Accounts$458,123$282,266▼ $175,857
Accounts Receivable$0$108,000▲ $108,000
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$15,445,374$15,636,362▲ $190,988
Other Assets Total$172,825$164,363▼ $8,462
Liabilities
Accounts Payable and Accrued Expenses$862$812▼ $50
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$862$812▼ $50
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,444,512$15,635,550▲ $191,038
Total Liabilities and Net Assets / Fund Balance$15,445,374$15,636,362▲ $190,988
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,037,870
Investment Income
$575,049
Other Revenue
$0
Change in Net Assets
$191,038
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$374,633
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$7,047,248--$7,047,248
Fees for Services Management$0$349,241$0$349,241
Other Expenses$0$25,392$0$25,392
Total Functional Expenses$7,047,248$374,633$0$7,421,881
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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 7A

“Directors of the trustee are elected by policyholder/members, as trustee is a mutual insurer”

Form 990, Part VI, Section B, Line 11B

“Completed 990 is reviewed by member of governing board with financial knowledge on behalf of all 10 members”

Form 990, Part VI, Section B, Line 12C

“Annual conflict of interest declaration forms are required”

Form 990, Part VI, Section C, Line 19

“Summarized financial statements are provided to trust beneficiaries annually. Governing documents, conflict of interest policy and more detailed financial information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Central Employees Benefit Veba Tr
EIN
31-1607892
Phone
4192381010
Address
800 S WASHINGTON ST, VAN WERT, OH 45891

Signing Officer

Name
Thad Eikenbary
Title
VP-Treasurer
Phone
4192381010
Signed
2016-03-31

Organization Details

Principal Officer
Thad R Eikenbary
Formed
1998
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
7
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Vision expense - Covers various expenses relating to preventing and diagnostic treatment: Expense $100,509 Stop Loss Premium - Reinsurance contract on large medical claims: Expense $182,837 Employee Assistance Program - Personal assessment and counseling services : Expense $10,980”

Raw XML AppendixShowing 400 of 431 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.

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IRS990/ProgramServiceRevenueGrp/Desc1Participant Contributions
IRS990/ProgramServiceRevenueGrp/Desc2Post Retirement Contributions
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgSrvcAccomActy2Grp/Desc0Dental expenses - covers various dental expenses relating to prevention and diagnostic treatment, restorative treatment and orthodontic treatment
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0412277
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Life insurance - Covers active participation of twice annual salary. Retirees at one-half coverage upon retirement (maximum of $10,000).
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0140014
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0See schedule O ,statement 1
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0294327
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05986780
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0667298
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0286039
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06652957
IRS990/PYRevenuesLessExpensesAmt01047436
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06272819
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07320255
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0191038
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015444512
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015635550
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Vision expense - Covers various expenses relating to preventing and diagnostic treatment: Expense $100,509 Stop Loss Premium - Reinsurance contract on large medical claims: Expense $182,837 Employee Assistance Program - Personal assessment and counseling services : Expense $10,980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Directors of the trustee are elected by policyholder/members, as trustee is a mutual insurer
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Completed 990 is reviewed by member of governing board with financial knowledge on behalf of all 10 members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Annual conflict of interest declaration forms are required
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Summarized financial statements are provided to trust beneficiaries annually. Governing documents, conflict of interest policy and more detailed financial information is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015445374
IRS990/TotalAssetsEOYAmt015636362
IRS990/TotalAssetsGrp/BOYAmt015445374
IRS990/TotalAssetsGrp/EOYAmt015636362
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0374633
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07047248
IRS990/TotalFunctionalExpensesGrp/TotalAmt07421881
IRS990/TotalGrossUBIAmt01045
IRS990/TotalLiabilitiesBOYAmt0862
IRS990/TotalLiabilitiesEOYAmt0812
IRS990/TotalLiabilitiesGrp/BOYAmt0862
IRS990/TotalLiabilitiesGrp/EOYAmt0812
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015444512
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015635550
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0294327
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt07047248
IRS990/TotalProgramServiceRevenueAmt07037870
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07611874
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07612919
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01045
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015445374
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015636362
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,636,362
Liabilities
$812
Net assets
$15,635,550
Revenue
$7,612,919
Expenses
$7,421,881
Net income
$191,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$0.00$23.2$11.4$12.1$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$0.00$22.3$10.6$12.1$1.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$0.00$23.9$12.1$11.9$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$0.00$23.7$12.4$10.7$1.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.0$0.00$22.0$12.3$10.6$1.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$1.11$20.2$11.4$10.1$1.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$0.00$19.8$11.5$9.45$2.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$10.5$8.32$2.15
2015Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$7.61$7.42$0.19
2013Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$8.22$7.03$1.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.00$13.2$7.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$0.00$12.9$6.48