Civic Intelligence

New Doehler Jarvis Retiree Benefits Trust

990 • Fiscal year 2013 • EIN 32-0052906

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 29, 2014

Organization ProfileN/A

View Organization Page

8000 S Jefferson48214-3963

(313) 926-5321

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

51st percentile

0.00x

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

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Net Margin

3rd percentile

-982%

Higher net margin than 3% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M 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 / Assets46th percentile

Assets

Up

$928,740

Up $130,939 (+16%) from 2012

Net Assets

Up

$928,740

Up $130,939 (+16%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin3rd percentile

Revenue

$1,735

No earlier filing loaded for comparison.

Expenses

Down

$18,775

Down $37 (-0.2%) from 2012

Net Income

-$17,040

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$1.0M$500K$0Assets 2010: $620,072Liabilities 2010: $0Net Assets 2010: $620,0722010Assets 2011: $813,395Liabilities 2011: $0Net Assets 2011: $813,3952011Assets 2012: $797,801Liabilities 2012: $0Net Assets 2012: $797,8012012Assets 2013: $928,740Liabilities 2013: $0Net Assets 2013: $928,7402013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2013

Assets$928,740
Liabilities$0
Net Assets$928,740
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $418,2892010Expenses 2011: -$183,6512011Expenses 2012: $18,8122012Revenue 2013: $1,735Expenses 2013: $18,775Net Income 2013: -$17,0402013Revenue 2014: $3,978Expenses 2014: $930,286Net Income 2014: -$926,3082014

Highlighted filing

2013

Revenue$1,735
Expenses$18,775
Net Income-$17,040
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 29, 2014
Return Version
2013v3.0
Gross Receipts
$1,735
Mission and Program Overview

Mission

The plan is a contributory voluntary employee benefits plan available to certain uaw-represented retirees and their dependents and certain disabled former employees and their dependents who were previously eligible under a 1992 settlement agreement between liam ventures, nl industries & the uaw.

To provide prescription drug and medical insurance benefits to certain retirees of liam venture and nl industries, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$797,801$928,740▲ $130,939
Accounts Receivable$700,179$850,152▲ $149,973
Savings and Temporary Cash Investments$97,622$78,588▼ $19,034
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$797,801$928,740▲ $130,939
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$797,801$928,740▲ $130,939
Total Liabilities and Net Assets / Fund Balance$797,801$928,740▲ $130,939
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Jp Morgan Chase Bank NaTrustee
Kim TownsendBenefits Committee Member
Roger J McclowBenefits Committee Member
Sarah W DoyleBenefits Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,735
Other Revenue
$0
Change in Net Assets
$-17,040

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,735
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-2,021
Total Revenue per Audited Statements
$-286
Total Revenue per Form 990
$1,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,775
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
Fees for Services Accounting---$12,500
Fees for Services Management---$3,065
Insurance---$3,002
Fees for Service Investment Mgmnt Fees---$208
Total Functional Expenses$0$0$0$18,775

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,775
Total Expenses per Audited Statements$18,775
Total Expenses per Form 990$18,775
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
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 8B

“The organization does not have separate committees.”

Form 990, Part VI, Section B, Line 11

“Tax return is reviewed by the responsible members of the governing body prior to filing”

Form 990, Part VI, Section C, Line 19

“The organization makes its financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
32-0052906
Phone
3139265321

Signing Officer

Name
Sarah W Doyle
Title
Member
Phone
3139265321
Signed
2014-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah W Doyle
Formed
2003
Legal Domicile
Mi
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Preparer
Kenneth L Levine
Phone
4402488787
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Increase in value of contributions receivable 150,000.”

FORM 990, PART XII, LINE 2C:

“The audit oversight or selection of an independent accountant process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan has received a letter from the internal revenue service dated december 4, 2003, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (the code) as a voluntary employee beneficiary association. The trust is required to operate in conformity with the code to maintain the tax-exempt status of the trust. The plan administrator believes the trust is being operated in compliance with the applicable requirements of the code and, therefore, believes the trust is tax exempt. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the tax authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2013, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. 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 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt0700179
IRS990/AccountsReceivableGrp/EOYAmt0850152
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE PRESCRIPTION DRUG AND MEDICAL INSURANCE BENEFITS TO CERTAIN RETIREES OF LIAM VENTURE AND NL INDUSTRIES, INC.
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10SARAH W DOYLE
IRS990/BooksInCareOfDetail/PhoneNum03139265321
IRS990/BooksInCareOfDetail/USAddress/AddressLine108000 E JEFFERSON
IRS990/BooksInCareOfDetail/USAddress/City0DETROIT
IRS990/BooksInCareOfDetail/USAddress/State0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0482143963
IRS990/BusinessRlnWithFamMemInd00
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01735
IRS990/CYOtherExpensesAmt018775
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-17040
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt018775
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN PROVIDES PRESCRIPTION DRUG AND MEDICAL INSURANCE PROGRAM BENEFITS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt012500
IRS990/FeesForServicesManagementGrp/TotalAmt03065
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0208
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0SARAH W DOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm1KIM TOWNSEND
IRS990/Form990PartVIISectionAGrp/PersonNm2ROGER J MCCLOW
IRS990/Form990PartVIISectionAGrp/PersonNm3JP MORGAN CHASE BANK NA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0BENEFITS COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BENEFITS COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BENEFITS COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01735
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt03002
IRS990/InvestmentIncomeGrp/ExclusionAmt01735
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01735
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN IS A CONTRIBUTORY VOLUNTARY EMPLOYEE BENEFITS PLAN AVAILABLE TO CERTAIN UAW-REPRESENTED RETIREES AND THEIR DEPENDENTS AND CERTAIN DISABLED FORMER EMPLOYEES AND THEIR DEPENDENTS WHO WERE PREVIOUSLY ELIGIBLE UNDER A 1992 SETTLEMENT AGREEMENT BETWEEN LIAM VENTURES, NL INDUSTRIES & THE UAW.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0797801
IRS990/NetAssetsOrFundBalancesEOYAmt0928740
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2021
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0150000
IRS990/OtherOrganizationDsc0VBA
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SARAH W DOYLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02209
IRS990/PYOtherExpensesAmt018812
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-16603
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt018812
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02209
IRS990/ReconcilationRevenueExpnssAmt0-17040
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0797801
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt097622
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078588
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt018775
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2021
IRS990ScheduleD/RevenueNotReportedAmt0-2021
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01735
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN HAS RECEIVED A LETTER FROM THE INTERNAL REVENUE SERVICE DATED DECEMBER 4, 2003, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (THE CODE) AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. THE TRUST IS REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THE TRUST IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE AND, THEREFORE, BELIEVES THE TRUST IS TAX EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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/TotalExpensesPerForm990Amt018775
IRS990ScheduleD/TotalRevenuePerForm990Amt01735
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-286
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018775
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE SEPARATE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN IS REVIEWED BY THE RESPONSIBLE MEMBERS OF THE GOVERNING BODY PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INCREASE IN VALUE OF CONTRIBUTIONS RECEIVABLE 150,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE AUDIT OVERSIGHT OR SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER OF A VEBA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER OF A VEBA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10LIAM VENTURES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11NC INDUSTRIES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine10233 SOUTH WACKER DR STE 2150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1116825 NORTHCHASE DRIVE STE 1200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0CHICAGO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City1HOUSTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State1TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode060606
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode177060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10INTERNATIONAL UNION - UAW SOLIDARITY HOUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine108000 E JEFFERSON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0DETROIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode048214
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0797801
IRS990/TotalAssetsEOYAmt0928740
IRS990/TotalAssetsGrp/BOYAmt0797801
IRS990/TotalAssetsGrp/EOYAmt0928740
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt018775
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0797801
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0928740
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01735
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01735
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0797801
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0928740
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine108000 S JEFFERSON
IRS990/USAddress/City0DETROIT
IRS990/USAddress/State0MI
IRS990/USAddress/ZIPCode0482143963
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH W DOYLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum03139265321
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10NEW DOEHLER JARVIS RETIREE BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NEWD
ReturnHeader/Filer/EIN0320052906
ReturnHeader/Filer/PhoneNum03139265321
ReturnHeader/Filer/USAddress/AddressLine108000 S JEFFERSON
ReturnHeader/Filer/USAddress/City0DETROIT
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0482143963
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341945695
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SS&G INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1032125 SOLON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SOLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0441392284
ReturnHeader/PreparerPersonGrp/PhoneNum04402488787
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L LEVINE
ReturnHeader/ReturnTs02014-11-12T13:34:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$928,740
Liabilities
$0
Net assets
$928,740
Revenue
$1,735
Expenses
$18,775
Net income
-$17,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$9.30$9.26
2013Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.02$0.19$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.98$0.00$7.98$0.19
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.00$8.13$1.84
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.00$6.20$4.18