Civic Intelligence

Voluntary Benefits Plan for Retired Employees of White Motor Corporation

990 • Fiscal year 2018 • EIN 34-1388262

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A

View Organization Page

26301 CURTISS-WRIGHT PARKWAY SuiteRichmond 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.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

5th percentile

-29%

Higher net margin than 5% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

61st percentile

$36,921

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

13th percentile

-14%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

74%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$13,405,269

Down $2,156,716 (-14%) from 2017

Net Assets

Down

$13,383,381

Down $2,146,435 (-14%) from 2017

Liabilities

Down

$21,888

Down $10,281 (-32%) from 2017

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin5th percentile

Revenue

Up

$1,745,711

Up $743,394 (+74%) from 2017

Expenses

Down

$2,245,575

Down $437,739 (-16%) from 2017

Net Income

Up

-$499,864

Up $1,181,133 (+70%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2018

Assets$13,405,269
Liabilities$21,888
Net Assets$13,383,381
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$1,745,711
Expenses$2,245,575
Net Income-$499,864
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$9,142,184
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$15,529,816$13,383,381▼ $2,146,435
Investments in Publicly Traded Securities$14,932,500$13,034,967▼ $1,897,533
Cash and Non-Interest-Bearing Accounts$140,215$161,370▲ $21,155
Savings and Temporary Cash Investments$415,051$156,509▼ $258,542
Prepaid Expenses and Deferred Charges$73,641$51,919▼ $21,722
Accounts Receivable$578$504▼ $74
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$0→ $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
Total Assets$15,561,985$13,405,269▼ $2,156,716
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$23,943$17,098▼ $6,845
Deferred Revenue$8,226$4,790▼ $3,436
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$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$32,169$21,888▼ $10,281
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,529,816$13,383,381▼ $2,146,435
Total Liabilities and Net Assets / Fund Balance$15,561,985$13,405,269▼ $2,156,716
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleBaseTotal
Wells Fargo BankTrustee$36,921$36,921
John T Grigsby JrBenefits Committee Chair$27,680$27,680
Drew DavidoffBenefits Committee Member$15,670$15,670
Richard LichtensteinBenefits Committee Member$15,670$15,670
Doris RerichaBenefits Committee Member$9,320$9,320

Board Members and Trustees

NameTitle
Renee Turner BaileyBenefits Committee Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefits Administrative ServicesContract Admin.26301 CURTISS-WRIGHT PARKWAY 105, Richmond Hts, OH 44143$117,761
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$116,233
Investment Income
$1,257,887
Other Revenue
$371,591
Change in Net Assets
$-499,864

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,374,120
Revenue Not Reported on Financial Statements
$371,591
Revenue Not Reported on Form 990
$-1,646,571
Other Revenue Adjustments
$371,591
Total Revenue per Audited Statements
$-272,451
Total Revenue per Form 990
$1,745,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$294,623
Salaries, Compensation, and Employee Benefits$107,668
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,843,284
Fees for Services Other---$233,271
Current Officers, Directors, Trustees, and Key Employees---$107,668
Fees for Services Accounting---$40,255
Insurance---$15,534
Fees for Services Legal---$3,962
Other Expenses---$1,601
Total Functional Expenses$0$0$0$2,245,575

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,245,575
Expenses per Audited Statements$1,873,984
Total Expenses per Audited Statements$1,873,984
Expenses Not Reported on Financial Statements$371,591
Other Expense Adjustments$371,591
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
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

PART VI, SECTION A, LINE 8B:

“The organization does not have separate committees.”

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.”

PART VI, SECTION C, LINE 19:

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Voluntary Benefits Plan for Retired
EIN
34-1388262
In Care Of
% JANIS L BAIR
Phone
2162618414
Address
26301 CURTISS-WRIGHT PARKWAY Suite, RICHMOND HTS, OH 44143

Signing Officer

Name
John T Grigsby Jr
Title
Officer
Phone
2162618414
Signed
2019-11-15
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
1
Employees
0
Volunteers
1

Preparer

Firm
Bdo USA Llp
Address
32125 SOLON ROAD STE 200, SOLON, OH 44139
Preparer
Jacob Cook
Phone
4402488787
Supplemental Narrative

Additional Explanations

FORM 990, BOX F, ADDRESS OF PRINCIPAL OFFICER:

“26301 curtiss-wright parkway #105 richmond heights, oh 44143”

Form 990 Part IX Line 11G

“Description:benefits administration total fees:117761”

Form 990 Part IX Line 11G

“Description:actuarial & consulting total fees:76667”

Form 990 Part IX Line 11G

“Description:cds administrators total fees:28370”

Form 990 Part IX Line 11G

“Description:vision & dental total fees:10473”

Financial Statement Notes

SCH D, 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 be the tax authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require recognition of 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 period in progress.”

PART XI, LINE 4B:

“Expenses netted with revenue $371,591”

PART XII, LINE 4B:

“Expenses netted with revenue $371,591”

Raw XML AppendixShowing 400 of 415 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/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0EXPRESS SCRIPT REBATES
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt051919
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt198611
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IRS990ScheduleD/RevenueNotReportedAmt0-1646571
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0371591
IRS990ScheduleD/RevenueSubtotalAmt01374120
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 BE THE TAX AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF 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 PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EXPENSES NETTED WITH REVENUE $371,591
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES NETTED WITH REVENUE $371,591
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH D, PART X, LINE 2:
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B:
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IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01745711
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-272451
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt026301 CURTISS-WRIGHT PARKWAY #105 RICHMOND HEIGHTS, OH 44143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE SEPARATE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF THE RETURN IS PROVIDED TO THE CHAIR OF THE BENEFITS COMMITTEE FOR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION:BENEFITS ADMINISTRATION TOTAL FEES:117761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION:ACTUARIAL & CONSULTING TOTAL FEES:76667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION:CDS ADMINISTRATORS TOTAL FEES:28370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION:VISION & DENTAL TOTAL FEES:10473
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, BOX F, ADDRESS OF PRINCIPAL OFFICER:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 11:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990 PART IX LINE 11G
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01745711
IRS990/TotalVolunteersCnt01
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN T GRIGSBY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VOLUNTARY BENEFITS PLAN FOR RETIRED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES OF WHITE MOTOR CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0VOLU
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ReturnHeader/Filer/InCareOfNm0% JANIS L BAIR
ReturnHeader/Filer/PhoneNum02162618414
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,405,269
Liabilities
$21,888
Net assets
$13,383,381
Revenue
$1,745,711
Expenses
$2,245,575
Net income
-$499,864
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