Civic Intelligence

Voluntary Benefits Plan for Retired Employees of White Motor Corporation

990 • Fiscal year 2023 • EIN 34-1388262

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

3rd percentile

-325%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

66th percentile

$35,270

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Asset Growth

23rd percentile

-3.9%

Faster asset growth than 23% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

246%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$8,958,504

Down $367,890 (-3.9%) from 2022

Net Assets

Down

$8,956,665

Down $340,261 (-3.7%) from 2022

Liabilities

Down

$1,839

Down $27,629 (-94%) from 2022

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin3rd percentile

Revenue

Up

$205,411

Up $146,001 (+246%) from 2022

Expenses

Down

$873,191

Down $410,629 (-32%) from 2022

Net Income

Up

-$667,780

Up $556,630 (+45%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2023

Assets$8,958,504
Liabilities$1,839
Net Assets$8,956,665
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$205,411
Expenses$873,191
Net Income-$667,780
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$4,254,867
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$9,296,926$8,956,665▼ $340,261
Investments in Publicly Traded Securities$8,913,037$8,362,858▼ $550,179
Savings and Temporary Cash Investments$200,388$348,759▲ $148,371
Prepaid Expenses and Deferred Charges$131,706$146,167▲ $14,461
Cash and Non-Interest-Bearing Accounts$77,490$95,760▲ $18,270
Accounts Receivable$3,773$4,960▲ $1,187
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,326,394$8,958,504▼ $367,890
Liabilities
Other Liabilities$23,861--
Accounts Payable and Accrued Expenses$4,252$1,839▼ $2,413
Deferred Revenue$1,355$0▼ $1,355
Total Liabilities$29,468$1,839▼ $27,629
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,296,926$8,956,665▼ $340,261
Total Liabilities and Net Assets / Fund Balance$9,326,394$8,958,504▼ $367,890
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleBaseTotal
John T Grigsby JrBenefits Committee Chair$35,270$35,270
Drew DavidoffBenefits Committee Member$21,020$21,020
Richard LichtensteinBenefits Committee Member$21,020$21,020
-Trustee$6,212$6,212

Board Members and Trustees

NameTitle
Renee Turner BaileyBenefits Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,636
Investment Income
$181,775
Other Revenue
$0
Change in Net Assets
$-667,780

Audited Revenue Reconciliation

Revenue per Audited Statements
$205,411
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$327,519
Total Revenue per Audited Statements
$532,930
Total Revenue per Form 990
$205,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,845
Salaries, Compensation, and Employee Benefits$83,464
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$524,882
Fees for Services Other---$179,701
Current Officers, Directors, Trustees, and Key Employees---$83,464
Fees for Services Accounting---$54,872
Fees for Services Legal---$15,240
Insurance---$15,032
Total Functional Expenses$0$0$0$873,191

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$873,191
Total Expenses per Audited Statements$873,191
Total Expenses per Form 990$873,191
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
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

Form 990, Part VI, Section A, Line 8B

“The organization does not have separate committees.”

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

“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 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 105, RICHMOND HTS, OH 44143

Signing Officer

Name
John T Grigsby Jr
Title
Officer
Phone
2162618414
Signed
2024-11-15
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
Ciuni & Panichi Inc
Address
25201 CHAGRIN BLVD 200, CLEVELAND, OH 44122-5683
Preparer
Jeffrey R Spencer CPA
Phone
2168317171
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Benefits admin service company 110,861. Milliman usa 41,568. Segal consulting 12,001. Delta dental 2,343. Vision service plan 1,259. Ian d. Lanoff 2,500. Cds administrators 9,169.”

FORM 990, PART XII, LINE 2C:

“The 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 (irs) dated may 12, 1983, 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 is 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.”

Raw XML Appendix311 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/Form990PartVIISectionAGrp/TitleTxt2BENEFITS COMMITTEE MEMBER
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MAY 12, 1983, 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 IS 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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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 AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BENEFITS ADMIN SERVICE COMPANY 110,861. MILLIMAN USA 41,568. SEGAL CONSULTING 12,001. DELTA DENTAL 2,343. VISION SERVICE PLAN 1,259. IAN D. LANOFF 2,500. CDS ADMINISTRATORS 9,169.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09326394
IRS990/TotalAssetsEOYAmt08958504
IRS990/TotalAssetsGrp/BOYAmt09326394
IRS990/TotalAssetsGrp/EOYAmt08958504
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0873191
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029468
IRS990/TotalLiabilitiesEOYAmt01839
IRS990/TotalLiabilitiesGrp/BOYAmt029468
IRS990/TotalLiabilitiesGrp/EOYAmt01839
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09296926
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08956665
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0873191
IRS990/TotalProgramServiceRevenueAmt023636
IRS990/TotalReportableCompFromOrgAmt083522
IRS990/TotalRevenueGrp/ExclusionAmt0181775
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023636
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0205411
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09326394
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08958504
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY 105
IRS990/USAddress/CityNm0RICHMOND HTS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044143
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN T GRIGSBY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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 105
ReturnHeader/Filer/USAddress/CityNm0RICHMOND HTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044143
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341322309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CIUNI & PANICHI INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025201 CHAGRIN BLVD 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441225683
ReturnHeader/PreparerPersonGrp/PhoneNum02168317171
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY R SPENCER CPA
ReturnHeader/ReturnTs02024-11-15T13:48:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,958,504
Liabilities
$1,839
Net assets
$8,956,665
Revenue
$205,411
Expenses
$873,191
Net income
-$667,780
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