Civic Intelligence

Voluntary Benefits Plan for Retired Employees of White Motor Corporation

990 • Fiscal year 2014 • EIN 34-1388262

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 04, 2015

Organization ProfileN/A

View Organization Page

26301 Curtiss-wright Parkway No 105Richmond Hts, OH 44143

(216) 261-8414

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

6th percentile

-55%

Higher net margin than 6% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

63rd percentile

$66,792

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

21st percentile

-8.2%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-7.8%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$21,071,467

Down $1,873,919 (-8.2%) from 2013

Net Assets

Down

$21,016,530

Down $1,845,622 (-8.1%) from 2013

Liabilities

Down

$54,937

Down $28,297 (-34%) from 2013

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin6th percentile

Revenue

Down

$2,439,627

Down $205,651 (-7.8%) from 2013

Expenses

Down

$3,770,095

Down $69,631 (-1.8%) from 2013

Net Income

Down

-$1,330,468

Down $136,020 (-11%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$30M$20M$10M$0Assets 2010: $25,607,660Liabilities 2010: $59,661Net Assets 2010: $25,547,9992010Assets 2011: $23,040,901Liabilities 2011: $65,202Net Assets 2011: $22,975,6992011Assets 2013: $22,945,386Liabilities 2013: $83,234Net Assets 2013: $22,862,1522013Assets 2014: $21,071,467Liabilities 2014: $54,937Net Assets 2014: $21,016,5302014Assets 2015: $17,893,389Liabilities 2015: $74,837Net Assets 2015: $17,818,5522015Assets 2016: $16,242,336Liabilities 2016: $71,373Net Assets 2016: $16,170,9632016Assets 2017: $15,561,985Liabilities 2017: $32,169Net Assets 2017: $15,529,8162017Assets 2018: $13,405,269Liabilities 2018: $21,888Net Assets 2018: $13,383,3812018Assets 2019: $13,156,995Liabilities 2019: $15,945Net Assets 2019: $13,141,0502019Assets 2020: $12,472,762Liabilities 2020: $11,663Net Assets 2020: $12,461,0992020Assets 2021: $11,587,940Liabilities 2021: $7,388Net Assets 2021: $11,580,5522021Assets 2022: $9,326,394Liabilities 2022: $29,468Net Assets 2022: $9,296,9262022Assets 2023: $8,958,504Liabilities 2023: $1,839Net Assets 2023: $8,956,6652023Assets 2024: $8,309,716Liabilities 2024: $4,139Net Assets 2024: $8,305,5772024

Highlighted filing

2014

Assets$21,071,467
Liabilities$54,937
Net Assets$21,016,530
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,559,6692010Expenses 2011: $3,401,0042011Revenue 2013: $2,645,278Expenses 2013: $3,839,726Net Income 2013: -$1,194,4482013Revenue 2014: $2,439,627Expenses 2014: $3,770,095Net Income 2014: -$1,330,4682014Revenue 2015: $1,926,759Expenses 2015: $3,519,555Net Income 2015: -$1,592,7962015Revenue 2016: $2,095,662Expenses 2016: $3,176,645Net Income 2016: -$1,080,9832016Revenue 2017: $1,002,317Expenses 2017: $2,683,314Net Income 2017: -$1,680,9972017Revenue 2018: $1,745,711Expenses 2018: $2,245,575Net Income 2018: -$499,8642018Revenue 2019: $6,512,912Expenses 2019: $2,110,711Net Income 2019: $4,402,2012019Revenue 2020: $599,127Expenses 2020: $1,678,625Net Income 2020: -$1,079,4982020Revenue 2021: $1,642,016Expenses 2021: $1,344,221Net Income 2021: $297,7952021Revenue 2022: $59,410Expenses 2022: $1,283,820Net Income 2022: -$1,224,4102022Revenue 2023: $205,411Expenses 2023: $873,191Net Income 2023: -$667,7802023Revenue 2024: -$520,187Expenses 2024: $885,310Net Income 2024: -$1,405,4972024

Highlighted filing

2014

Revenue$2,439,627
Expenses$3,770,095
Net Income-$1,330,468
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$16,528,189
Mission and Program Overview

Mission

To provide health benefits and death benefits to retirees of white motor corporation.

To provide health and death benefits to retirees of white motor corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$22,862,152$21,016,530▼ $1,845,622
Investments in Publicly Traded Securities$20,091,880$19,684,746▼ $407,134
Savings and Temporary Cash Investments$2,514,252$1,115,871▼ $1,398,381
Cash and Non-Interest-Bearing Accounts$238,833$197,359▼ $41,474
Prepaid Expenses and Deferred Charges$48,645$72,430▲ $23,785
Accounts Receivable$51,776$1,061▼ $50,715
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$22,945,386$21,071,467▼ $1,873,919
Liabilities
Accounts Payable and Accrued Expenses$69,946$45,968▼ $23,978
Deferred Revenue$13,288$8,969▼ $4,319
Total Liabilities$83,234$54,937▼ $28,297
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,862,152$21,016,530▼ $1,845,622
Total Liabilities and Net Assets / Fund Balance$22,945,386$21,071,467▼ $1,873,919
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleBaseTotal
-Trustee$66,792$66,792
John T Grigsby JrBenefits Committee Chair$25,400$25,400
Donald LongneckerBenefits Committee Member$9,350$9,350
Chester MusielBenefits Committee Member$8,500$8,500
Doris RerichaBenefits Committee Member$8,500$8,500

Board Members and Trustees

NameTitle
Renee Turner BaileyBenefits Committee Member

Highest Paid Contractors

ContractorServicesLocationCompensation
MillimanActuarial ServicesONE PENNSYLVANIA PLAZA 38TH FL, New York, NY 10119$142,095
Benefits Administrative ServicesContract Administration26301 CURTISS-WRIGHT PARKWAY 105, Richmond Hts, OH 44143$102,215
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$337,816
Investment Income
$2,101,811
Other Revenue
$0
Change in Net Assets
$-1,330,468

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,439,627
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-515,154
Total Revenue per Audited Statements
$1,924,473
Total Revenue per Form 990
$2,439,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$491,938
Salaries, Compensation, and Employee Benefits$54,336
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,223,821
Fees for Services Other---$361,696
Fees for Service Investment Mgmnt Fees---$66,792
Current Officers, Directors, Trustees, and Key Employees---$54,336
Fees for Services Accounting---$39,950
Fees for Services Legal---$14,222
Insurance---$9,278
Total Functional Expenses$0$0$0$3,770,095

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,770,095
Total Expenses per Audited Statements$3,770,095
Total Expenses per Form 990$3,770,095
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

“A draft of the return is provided to the chair of the benefits committee for review and comment prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Voluntary Benefits Plan for Retired
EIN
34-1388262
Phone
2162618414
Address
26301 CURTISS-WRIGHT PARKWAY NO 105, RICHMOND HTS, OH 44143

Signing Officer

Name
John T Grigsby Jr
Title
Chairman
Phone
2162618414
Signed
2015-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John T Grigsby Jr
Formed
1983
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
1

Preparer

Firm
Bdo USA Llp
Address
32125 SOLON ROAD, SOLON, OH 44139-2284
Preparer
Kenneth L Levine
Phone
4402488787
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

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

Financial Statement Notes

PART X, LINE 2:

“The trust funding the plan has received an exemption letter from the internal revenue service dated january 22, 1992, 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 plan and trust are required to operate in conformity with the code to maintain the tax-exempt status of the trust. The plan administrator believes the plan is being operated in compliance with the applicable requirements of the code and, therefore, believes the related trust is tax exempt. 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 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, 2014 and 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 2011.”

Raw XML Appendix320 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED JANUARY 22, 1992, 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 PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE AND, THEREFORE, BELIEVES THE RELATED TRUST IS TAX EXEMPT. 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 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, 2014 AND 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 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03770095
IRS990ScheduleD/TotalRevenuePerForm990Amt02439627
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01924473
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03770095
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE SEPARATE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE RETURN IS PROVIDED TO THE CHAIR OF THE BENEFITS COMMITTEE FOR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AUDIT OVERSIGHT AND 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 XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt022945386
IRS990/TotalAssetsEOYAmt021071467
IRS990/TotalAssetsGrp/BOYAmt022945386
IRS990/TotalAssetsGrp/EOYAmt021071467
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03770095
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt083234
IRS990/TotalLiabilitiesEOYAmt054937
IRS990/TotalLiabilitiesGrp/BOYAmt083234
IRS990/TotalLiabilitiesGrp/EOYAmt054937
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022862152
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt021016530
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0337816
IRS990/TotalReportableCompFromOrgAmt0118542
IRS990/TotalRevenueGrp/ExclusionAmt02101811
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0337816
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02439627
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022945386
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021071467
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY NO 105
IRS990/USAddress/CityNm0RICHMOND HTS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044143
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN T GRIGSBY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VOLUNTARY BENEFITS PLAN FOR RETIRED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES OF WHITE MOTOR CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0VOLU
ReturnHeader/Filer/EIN0341388262
ReturnHeader/Filer/PhoneNum02162618414
ReturnHeader/Filer/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY NO 105
ReturnHeader/Filer/USAddress/CityNm0RICHMOND HTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044143
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032125 SOLON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441392284
ReturnHeader/PreparerPersonGrp/PhoneNum04402488787
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L LEVINE
ReturnHeader/ReturnTs02015-11-10T12:58:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,071,467
Liabilities
$54,937
Net assets
$21,016,530
Revenue
$2,439,627
Expenses
$3,770,095
Net income
-$1,330,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.31$0.00$8.31$0.52$0.89$1.41
2023Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.21$0.87$0.67
2022Detailed filing. Detailed filing data is available for this year.$9.33$0.03$9.30$0.06$1.28$1.22
2021Detailed filing. Detailed filing data is available for this year.$11.6$0.01$11.6$1.64$1.34$0.30
2020Detailed filing. Detailed filing data is available for this year.$12.5$0.01$12.5$0.60$1.68$1.08
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.02$13.1$6.51$2.11$4.40
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.02$13.4$1.75$2.25$0.50
2017Detailed filing. Detailed filing data is available for this year.$15.6$0.03$15.5$1.00$2.68$1.68
2016Detailed filing. Detailed filing data is available for this year.$16.2$0.07$16.2$2.10$3.18$1.08
2015Detailed filing. Detailed filing data is available for this year.$17.9$0.07$17.8$1.93$3.52$1.59
2014Detailed filing. Detailed filing data is available for this year.$21.1$0.05$21.0$2.44$3.77$1.33
2013Detailed filing. Detailed filing data is available for this year.$22.9$0.08$22.9$2.65$3.84$1.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$0.07$23.0$3.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$0.06$25.5$3.56