Civic Intelligence

Voluntary Benefits Plan for Retired Employees of White Motor Corporation

990 • Fiscal year 2020 • EIN 34-1388262

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 12, 2021

Organization ProfileN/A

View Organization Page

26301 Curtiss-wright Parkway 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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.02x

Higher debt load relative to revenue than 49% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

2nd percentile

-180%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

64th percentile

$30,619

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

19th percentile

-5.2%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$12,472,762

Down $684,233 (-5.2%) from 2019

Net Assets

Down

$12,461,099

Down $679,951 (-5.2%) from 2019

Liabilities

Down

$11,663

Down $4,282 (-27%) from 2019

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin2nd percentile

Revenue

Down

$599,127

Down $5,913,785 (-91%) from 2019

Expenses

Down

$1,678,625

Down $432,086 (-20%) from 2019

Net Income

Down

-$1,079,498

Down $5,481,699 (-125%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2020

Assets$12,472,762
Liabilities$11,663
Net Assets$12,461,099
Open 2020 Filing

Operations Trend

Revenue Growth1st 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

2020

Revenue$599,127
Expenses$1,678,625
Net Income-$1,079,498
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 12, 2021
Return Version
2020v4.1
Gross Receipts
$9,435,357
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$13,141,050$12,461,099▼ $679,951
Investments in Publicly Traded Securities$12,906,148$12,137,750▼ $768,398
Savings and Temporary Cash Investments$37,365$122,848▲ $85,483
Cash and Non-Interest-Bearing Accounts$157,812$111,875▼ $45,937
Prepaid Expenses and Deferred Charges$51,361$80,814▲ $29,453
Accounts Receivable$4,309$19,475▲ $15,166
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$13,156,995$12,472,762▼ $684,233
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$11,495$8,993▼ $2,502
Deferred Revenue$4,450$2,670▼ $1,780
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$15,945$11,663▼ $4,282
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,141,050$12,461,099▼ $679,951
Total Liabilities and Net Assets / Fund Balance$13,156,995$12,472,762▼ $684,233
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleBaseTotal
Wells Fargo BankTrustee$30,619$30,619
John T Grigsby JrBenefits Committee Chair$30,500$30,500
Drew DavidoffBenefits Committee Member$18,200$18,200
Richard LichtensteinBenefits Committee Member$18,200$18,200
Doris RerichaBenefits Committee Member$11,650$11,650

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$126,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$71,766
Investment Income
$526,845
Other Revenue
$516
Change in Net Assets
$-1,079,498

Audited Revenue Reconciliation

Revenue per Audited Statements
$598,611
Revenue Not Reported on Financial Statements
$516
Revenue Not Reported on Form 990
$399,547
Other Revenue Adjustments
$516
Total Revenue per Audited Statements
$998,158
Total Revenue per Form 990
$599,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$245,650
Salaries, Compensation, and Employee Benefits$116,313
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,316,662
Fees for Services Other---$186,764
Current Officers, Directors, Trustees, and Key Employees---$116,313
Fees for Services Accounting---$40,950
Insurance---$12,052
Fees for Services Legal---$5,850
Other Expenses---$34
Total Functional Expenses$0$0$0$1,678,625

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,678,625
Expenses per Audited Statements$1,678,109
Total Expenses per Audited Statements$1,678,109
Expenses Not Reported on Financial Statements$516
Other Expense Adjustments$516
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 35% controlled entity
No
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 105, RICHMOND HTS, OH 44143

Signing Officer

Name
John T GriGsby Jr
Title
Officer
Phone
2162618414
Signed
2021-10-12
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
1300 EAST NINTH STREET SUITE 1301, CLEVELAND, OH 44114
Preparer
Jacob Cook
Phone
2163251700
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:100752”

Form 990 Part IX Line 11G

“Description:actuarial & consulting total fees:61019”

Form 990 Part IX Line 11G

“Description:cds administrators total fees:18868”

Form 990 Part IX Line 11G

“Description:vision & dental total fees:6125”

Financial Statement Notes

SCH D, PART X, LINE 2:

“The trust funding the plan has received an exemption letter from the internal revenue service (irs) dated january 22, 1992, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (irc) as a voluntary employee beneficiary association. Once qualified, the plan and trust are required to operate in conformity with the irc to maintain its qualification. The plan sponsor is responsible for reviewing the annual required amendments list (ral) issued by the irs for individually-designed plans to retain qualified tax status. The plan administrator believes the plan is designed and operated in compliance with the applicable requirements of the irc and therefore, believes the plan, as amended, is qualified, and the related trust is tax exempt. Therefore, no provision for income taxes has been included in the plan's financial statements. Gaap requires 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 irs. 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.”

PART XI, LINE 4B:

“Expenses netted with revenue $516”

PART XII, LINE 4B:

“Expenses netted with revenue $516”

Raw XML AppendixShowing 400 of 412 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/SavingsAndTempCashInvstGrp/BOYAmt037365
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IRS990ScheduleD/OtherRevenuesNotIncludedAmt0516
IRS990ScheduleD/RevenueNotReportedAmt0399547
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0516
IRS990ScheduleD/RevenueSubtotalAmt0598611
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JANUARY 22, 1992, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. ONCE QUALIFIED, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFICATION. THE PLAN SPONSOR IS RESPONSIBLE FOR REVIEWING THE ANNUAL REQUIRED AMENDMENTS LIST (RAL) ISSUED BY THE IRS FOR INDIVIDUALLY-DESIGNED PLANS TO RETAIN QUALIFIED TAX STATUS. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS DESIGNED AND OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND THEREFORE, BELIEVES THE PLAN, AS AMENDED, IS QUALIFIED, AND THE RELATED TRUST IS TAX EXEMPT. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. GAAP REQUIRES 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 IRS. 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/ExplanationTxt1EXPENSES NETTED WITH REVENUE $516
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES NETTED WITH REVENUE $516
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH D, PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B:
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IRS990ScheduleD/TotalLiabilityAmt00
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IRS990/ScheduleORequiredInd0true
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:100752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION:ACTUARIAL & CONSULTING TOTAL FEES:61019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION:CDS ADMINISTRATORS TOTAL FEES:18868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION:VISION & DENTAL TOTAL FEES:6125
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/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John T GriGsby Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VOLUNTARY BENEFITS PLAN FOR RETIRED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES OF WHITE MOTOR CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0VOLU
ReturnHeader/Filer/EIN0341388262
ReturnHeader/Filer/InCareOfNm0% JANIS L BAIR
ReturnHeader/Filer/PhoneNum02162618414
ReturnHeader/Filer/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY 105
ReturnHeader/Filer/USAddress/CityNm0RICHMOND HTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 EAST NINTH STREET SUITE 1301

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,472,762
Liabilities
$11,663
Net assets
$12,461,099
Revenue
$599,127
Expenses
$1,678,625
Net income
-$1,079,498
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