Civic Intelligence

Navistar Inc Retiree Supplemental Benefit Trust

990 • Fiscal year 2014 • EIN 34-1778431

Nov 01, 2013 to Oct 31, 2014 • Filed on Feb 26, 2015

Organization ProfileN/A
26301 Curtiss Wright Parkway No 10544143

(216) 261-8414

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2014 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2014

Liabilities / Revenue

22nd percentile

0.00x

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

2014 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2014

Net Margin

48th percentile

1.6%

Higher net margin than 48% of similar nonprofits.

2014 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2014

Top Officer Pay

42nd percentile

$38,600

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2014 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2014

Asset Growth

31st percentile

0.3%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$494,159,263

Up $1,300,496 (+0.3%) from 2013

Net Assets

Up

$494,159,263

Up $1,300,496 (+0.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin48th percentile

Revenue

$57,661,047

No earlier filing loaded for comparison.

Expenses

Up

$56,711,038

Up $11,100,160 (+24%) from 2013

Net Income

$950,009

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$1.0B$500M$0Assets 2010: $552,474,831Liabilities 2010: $0Net Assets 2010: $552,474,8312010Assets 2011: $525,163,289Liabilities 2011: $0Net Assets 2011: $525,163,2892011Assets 2012: $511,742,541Liabilities 2012: $0Net Assets 2012: $511,742,5412012Assets 2013: $492,858,767Liabilities 2013: $0Net Assets 2013: $492,858,7672013Assets 2014: $494,159,263Liabilities 2014: $0Net Assets 2014: $494,159,2632014Assets 2015: $469,783,405Liabilities 2015: $0Net Assets 2015: $469,783,4052015Assets 2016: $447,849,080Liabilities 2016: $0Net Assets 2016: $447,849,0802016Assets 2017: $430,025,769Liabilities 2017: $0Net Assets 2017: $430,025,7692017Assets 2018: $400,761,570Liabilities 2018: $0Net Assets 2018: $400,761,5702018Assets 2019: $438,390,939Liabilities 2019: $0Net Assets 2019: $438,390,9392019Assets 2020: $402,732,186Liabilities 2020: $0Net Assets 2020: $402,732,1862020Assets 2021: $427,957,061Liabilities 2021: $0Net Assets 2021: $427,957,0612021Assets 2022: $829,043,257Liabilities 2022: $0Net Assets 2022: $829,043,2572022Assets 2023: $789,608,528Liabilities 2023: $0Net Assets 2023: $789,608,5282023Assets 2024: $882,968,315Liabilities 2024: $15,568,746Net Assets 2024: $867,399,5692024

Highlighted filing

2014

Assets$494,159,263
Liabilities$0
Net Assets$494,159,263
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600M$400M$200M$0-$200MExpenses 2010: $53,837,0092010Expenses 2011: $17,236,2282011Expenses 2012: $42,993,8972012Expenses 2013: $45,610,8782013Revenue 2014: $57,661,047Expenses 2014: $56,711,038Net Income 2014: $950,0092014Revenue 2015: $26,744,455Expenses 2015: $52,059,052Net Income 2015: -$25,314,5972015Revenue 2016: $32,449,751Expenses 2016: $54,384,076Net Income 2016: -$21,934,3252016Revenue 2017: $33,490,569Expenses 2017: $51,313,880Net Income 2017: -$17,823,3112017Revenue 2018: $51,608,216Expenses 2018: $80,872,415Net Income 2018: -$29,264,1992018Revenue 2019: $55,337,760Expenses 2019: $43,372,100Net Income 2019: $11,965,6602019Revenue 2020: $21,095,998Expenses 2020: $56,754,751Net Income 2020: -$35,658,7532020Revenue 2021: $4,402,632Expenses 2021: $7,180,911Net Income 2021: -$2,778,2792021Revenue 2022: $413,202,220Expenses 2022: $12,116,024Net Income 2022: $401,086,1962022Revenue 2023: $40,470,148Expenses 2023: $78,013,630Net Income 2023: -$37,543,4822023Revenue 2024: $53,581,434Expenses 2024: $78,371,356Net Income 2024: -$24,789,9222024

Highlighted filing

2014

Revenue$57,661,047
Expenses$56,711,038
Net Income$950,009
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Feb 26, 2015
Return Version
2013v4.0
Gross Receipts
$989,376,899
Mission and Program Overview

Mission

To provide supplemental health and life benefits for retirees

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$687,996,664$687,996,664→ $0
Investments in Publicly Traded Securities$209,690,343$476,027,515▲ $266,337,172
Investments Other Securities$275,170,735--
Savings and Temporary Cash Investments$7,997,689$18,131,748▲ $10,134,059
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-187,169,929$-193,837,401▼ $6,667,472
Total Assets$492,858,767$494,159,263▲ $1,300,496
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$492,858,767$494,159,263▲ $1,300,496
Total Liabilities and Net Assets / Fund Balance$492,858,767$494,159,263▲ $1,300,496
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Donn ViolaChairmanPT$38,600$38,600
Michael LacourCommittee MemberPT$28,450$28,450
Wayne KrzysiakCommittee MemberPT$25,200$25,200
Douglas HunterCommittee MemberPT$20,000$20,000

Board Members and Trustees

NameTitle
Robert SciottiSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan Stanley Smith BarneyConsulting Services-$1,339,256
ComericaInvestment Management-$739,517
Groom Law GroupLegal And Consulting-$681,323
Sands Capital ManagementInvestment Management-$173,692
Segal CompanyConsulting Services-$167,614
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$120,000
Investment Income
$57,541,047
Other Revenue
$0
Change in Net Assets
$950,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,842,924
Salaries, Compensation, and Employee Benefits$112,250
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$52,755,864
Fees for Service Investment Mgmnt Fees---$1,624,938
Fees for Services Other---$1,318,363
Fees for Services Legal---$299,813
Current Officers, Directors, Trustees, and Key Employees---$112,250
Other Expenses---$83,655
Fees for Services Management---$76,605
All Other Expenses---$38,386
Fees for Services Accounting---$7,350
Total Functional Expenses$0$0$0$56,711,038
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Copy of the tax return is provided to a member of the board for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and conflict of interest policy available to the public upon request.”

Filing and Contact Details

Filer

EIN
34-1778431
Phone
2162618414

Signing Officer

Name
Officer
Title
Officer
Phone
2162618414
Signed
2015-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donn J Viola
Formed
1993
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Preparer
Kenneth L Levine
Phone
4402488787
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:

“Increase in investment value, net of transfers and prior and current pending purchases”

Raw XML Appendix310 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPLEMENTAL HEALTH AND LIFE BENEFITS FOR RETIREES
IRS990/AllOtherExpensesGrp/TotalAmt038386
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BenefitsToMembersGrp/TotalAmt052755864
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10BENEFITS ADMINISTRATIVE SERVICES CO
IRS990/BooksInCareOfDetail/PhoneNum02162618414
IRS990/BooksInCareOfDetail/USAddress/AddressLine1026301 CURTISS WRIGHT PARKWAY
IRS990/BooksInCareOfDetail/USAddress/City0RICHMOND HEIGHTS
IRS990/BooksInCareOfDetail/USAddress/State0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCode044143
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0687996664
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0687996664
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt06
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0112250
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01339256
IRS990/ContractorCompensationGrp/CompensationAmt1739517
IRS990/ContractorCompensationGrp/CompensationAmt2681323
IRS990/ContractorCompensationGrp/CompensationAmt3173692
IRS990/ContractorCompensationGrp/CompensationAmt4167614
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine101585 BROADWAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine111717 MAIN ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine121701 PENNSYLVANIA AVE NW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine131101 WILSON BLVD 2300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine141300 EAST NINTH ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City1DALLAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City2WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City3ARLINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City4CLEVELAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State2DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State3VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State4OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode010036
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode175201
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode220006
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode322209
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode444114
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10MORGAN STANLEY SMITH BARNEY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine11COMERICA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine12GROOM LAW GROUP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine13SANDS CAPITAL MANAGEMENT
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine14SEGAL COMPANY
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1INVESTMENT MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc2LEGAL AND CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc3INVESTMENT MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc4CONSULTING SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt052755864
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt057541047
IRS990/CYOtherExpensesAmt03842924
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0120000
IRS990/CYRevenuesLessExpensesAmt0950009
IRS990/CYSalariesCompEmpBnftPaidAmt0112250
IRS990/CYTotalExpensesAmt056711038
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt057661047
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE SUPPLEMENTAL HEALTH AND LIFE BENEFITS FOR RETIREES PURSUANT TO THE SETTLEMENT REACHED IN SHY V. NAVISTAR, CASE NO. C-3-92-333 (S.D. OHIO, 1992).
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt07350
IRS990/FeesForServicesLegalGrp/TotalAmt0299813
IRS990/FeesForServicesManagementGrp/TotalAmt076605
IRS990/FeesForServicesOtherGrp/TotalAmt01318363
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01624938
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DOUGLAS HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm1DONN VIOLA
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL LACOUR
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT SCIOTTI
IRS990/Form990PartVIISectionAGrp/PersonNm4WAYNE KRZYSIAK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt020000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt138600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt228450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt425200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt045603552
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0977319404
IRS990/GrossReceiptsAmt0989376899
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt011937495
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011937495
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0275170735
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0209690343
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0476027515
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0931715852
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPLEMENTAL HEALTH AND LIFE BENEFITS FOR RETIREES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0492858767
IRS990/NetAssetsOrFundBalancesEOYAmt0494159263
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt045603552
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt045603552
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0350487
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX
IRS990/OtherExpensesGrp/Desc1TRUSTEE FEES
IRS990/OtherExpensesGrp/Desc2AGENT FEES
IRS990/OtherExpensesGrp/Desc3ACTUARIAL FEES
IRS990/OtherExpensesGrp/TotalAmt0221670
IRS990/OtherExpensesGrp/TotalAmt187164
IRS990/OtherExpensesGrp/TotalAmt284980
IRS990/OtherExpensesGrp/TotalAmt383655
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DONN J VIOLA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0MISC. CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0120000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0120000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt042199746
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt018823679
IRS990/PYOtherExpensesAmt03293782
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0120000
IRS990/PYRevenuesLessExpensesAmt0-26667199
IRS990/PYSalariesCompEmpBnftPaidAmt0117350
IRS990/PYTotalExpensesAmt045610878
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018943679
IRS990/ReconcilationRevenueExpnssAmt0950009
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-187169929
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-193837401
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07997689
IRS990/SavingsAndTempCashInvstGrp/EOYAmt018131748
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF THE TAX RETURN IS PROVIDED TO A MEMBER OF THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCREASE IN INVESTMENT VALUE, NET OF TRANSFERS AND PRIOR AND CURRENT PENDING PURCHASES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0492858767
IRS990/TotalAssetsEOYAmt0494159263
IRS990/TotalAssetsGrp/BOYAmt0492858767
IRS990/TotalAssetsGrp/EOYAmt0494159263
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt056711038
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0492858767
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0494159263
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0120000
IRS990/TotalReportableCompFromOrgAmt0112250
IRS990/TotalRevenueGrp/ExclusionAmt057541047
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0120000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057661047
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0492858767
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0494159263
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1026301 CURTISS WRIGHT PARKWAY NO 105
IRS990/USAddress/City0RICHMOND HEIGHTS
IRS990/USAddress/State0OH
IRS990/USAddress/ZIPCode044143
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0OFFICER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10NAVISTAR INC RETIREE SUPPLEMENTAL BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NAVI
ReturnHeader/Filer/EIN0341778431
ReturnHeader/Filer/PhoneNum02162618414
ReturnHeader/Filer/USAddress/AddressLine1026301 CURTISS WRIGHT PARKWAY NO 105
ReturnHeader/Filer/USAddress/City0RICHMOND HEIGHTS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044143
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1032125 SOLON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SOLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0441392284
ReturnHeader/PreparerPersonGrp/PhoneNum04402488787
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L LEVINE
ReturnHeader/ReturnTs02015-03-10T12:51:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

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
$494,159,263
Liabilities
$0
Net assets
$494,159,263
Revenue
$57,661,047
Expenses
$56,711,038
Net income
$950,009
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$883$15.6$867$53.6$78.4$24.8
2023Detailed filing. Detailed filing data is available for this year.$790$0.00$790$40.5$78.0$37.5
2022Detailed filing. Detailed filing data is available for this year.$829$0.00$829$413$12.1$401
2021Detailed filing. Detailed filing data is available for this year.$428$0.00$428$4.40$7.18$2.78
2020Detailed filing. Detailed filing data is available for this year.$403$0.00$403$21.1$56.8$35.7
2019Detailed filing. Detailed filing data is available for this year.$438$0.00$438$55.3$43.4$12.0
2018Detailed filing. Detailed filing data is available for this year.$401$0.00$401$51.6$80.9$29.3
2017Detailed filing. Detailed filing data is available for this year.$430$0.00$430$33.5$51.3$17.8
2016Detailed filing. Detailed filing data is available for this year.$448$0.00$448$32.4$54.4$21.9
2015Detailed filing. Detailed filing data is available for this year.$470$0.00$470$26.7$52.1$25.3
2014Detailed filing. Detailed filing data is available for this year.$494$0.00$494$57.7$56.7$0.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$493$0.00$493$45.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$512$0.00$512$43.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$525$0.00$525$17.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$552$0.00$552$53.8