Civic Intelligence

Navistar Inc Retiree Supplemental

EIN 34-1778431 • 501(c)9 • Richmond Heights, OH

Profile

To provide supplemental health and life benefits for retirees.

26301 Curtiss Wright Parkway 105Richmond Heights, OH 44143

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

13th percentile

0.02x

Higher debt load relative to assets than 13% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Liabilities / Revenue

28th percentile

0.29x

Higher debt load relative to revenue than 28% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Net Margin

3rd percentile

-46%

Higher net margin than 3% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Top Officer Pay

6th percentile

$35,050

Higher top officer pay than 6% of similar nonprofits.

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

$1B+ nonprofits • Source year 2024

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

32%

Faster revenue growth than 83% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$882,968,315

Up $93,359,787 (+12%) from 2023

Liabilities

Up

$15,568,746

Up $15,568,746 from 2023

Net Assets

Up

$867,399,569

Up $77,791,041 (+9.9%) from 2023

Operations
Liabilities / Revenue28th percentileNet Margin3rd percentile

Revenue

Up

$53,581,434

Up $13,111,286 (+32%) from 2023

Expenses

Up

$78,371,356

Up $357,726 (+0.5%) from 2023

Net Income

Up

-$24,789,922

Up $12,753,560 (+34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$882,968,315
Liabilities$15,568,746
Net Assets$867,399,569
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$53,581,434
Expenses$78,371,356
Net Income-$24,789,922
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$882,968,315
Liabilities
$15,568,746
Net assets
$867,399,569
Revenue
$53,581,434
Expenses
$78,371,356
Net income
-$24,789,922
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$1,936,040,013
Mission and Program Overview

Mission

To provide supplemental health and life benefits for retirees

To provide supplemental health and life benefits for retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$789,608,528$867,399,569▲ $77,791,041
Investments in Publicly Traded Securities$776,706,221$864,789,274▲ $88,083,053
Savings and Temporary Cash Investments$12,902,307$11,231,728▼ $1,670,579
Accounts Receivable-$6,947,313-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$789,608,528$882,968,315▲ $93,359,787
Liabilities
Accounts Payable and Accrued Expenses-$15,568,746-
Total Liabilities$0$15,568,746▲ $15,568,746
Net Assets / Fund Balance
Total Net Assets Fund Balance$789,608,528$867,399,569▲ $77,791,041
Total Liabilities and Net Assets / Fund Balance$789,608,528$882,968,315▲ $93,359,787
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Wayne KrzysiakCommittee Member & Audit ChairPT$35,050$35,050
Steve SheltonCommittee MemberPT$27,600$27,600
Douglas HunterChairman (end of 06/24)PT$23,750$23,750
Stephen GoldmanCommittee MemberPT$23,100$23,100
Stuart WohlChairman (as of 07/24)PT$22,150$22,150
Robert SciottiCommittee Secretary & Audit MemberPT$7,963$7,963

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan Stanley & Co INCInvestment1300 THAMES ST WHARF 4TH FL, Baltimore, MD 21231$530,107
Metropolitan West Asset MgmtInvestment515 SOUTH FLOWER ST, Los Angeles, CA 90017$309,258
Benefits Admin Srvs INC 26301 CurtissAdministrativeWRT PKWY, Richmond Heights, OH 44143$250,826
SegalActuary1800 M STREET NW, Washington, DC 44143$163,256
Groom Law GroupLegal1701 PENNSYLVANIA AVE STE 1200, Washington, DC 20006$148,943
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$53,493,320
Other Revenue
$88,114
Change in Net Assets
$-24,789,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,830,881
Salaries, Compensation, and Employee Benefits$139,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$48,400,862
Fees for Service Investment Mgmnt Fees---$2,913,539
Fees for Services Management---$567,024
Insurance---$253,293
Fees for Services Legal---$154,903
Current Officers, Directors, Trustees, and Key Employees---$139,613
Other Expenses---$67,850
Conferences and Meetings---$39,738
Fees for Services Accounting---$7,350
Total Functional Expenses$0$0$0$78,371,356
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
Audit committee
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the tax return is provided to the audit committee of the board for review prior to the 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

Filer Name
Navistar Inc Retiree Supplemental
EIN
34-1778431
Phone
2162618414
Address
26301 CURTISS WRIGHT PARKWAY 105, RICHMOND HEIGHTS, OH 44143

Signing Officer

Name
Wayne Krzysiak
Title
Audit Chair
Phone
2162618414
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Krzysiak
Formed
1993
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Grant Thornton Advisors LLC
Address
53 STATE STREET SUITE 1600, BOSTON, MA 02109
Preparer
Erin Couture
Phone
6177237900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“Beginning with this reporting period, the organization received audited financial statements. As a result, the organization changed its method of accounting from cash to accrual.”

Financial Statement Notes

PART X, LINE 2:

“Text of footnote from organization's financial statements that reports the organization's liability for uncertain tax positions under fin 48 (asc 740). Note g - tax status the trusts established under the plan received an exemption letter from the internal revenue service (irs) dated june 14, 1993, stating that these trusts are tax exempt under the provisions of section 501(c)(9) of the internal revenue code (irc). However, as a result of the plan's funding policy, from time to time the trusts may be subject to unrelated business income taxes. No federal or state income taxes for unrelated business taxable income have been recorded in 2024. The plan and the trusts are required to operate in conformity with the irc to maintain the tax-exempt status of the trusts. The plan sponsor believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trusts are tax exempt. Us 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 administrator has analyzed the tax positions taken by the plan and has concluded that, as of december 31, 2024 and 2023, 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 the irs; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix339 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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IRS990/BenefitsToMembersGrp/TotalAmt048400862
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IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0139613
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0530107
IRS990/ContractorCompensationGrp/CompensationAmt1309258
IRS990/ContractorCompensationGrp/CompensationAmt2250826
IRS990/ContractorCompensationGrp/CompensationAmt3163256
IRS990/ContractorCompensationGrp/CompensationAmt4148943
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IRS990/CYProgramServiceRevenueAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMITTEE MEMBER & AUDIT CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE SECRETARY & AUDIT MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN (AS OF 07/24)
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IRS990/LocalChaptersInd00
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherExpensesGrp/Desc2BANK FEES
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IRS990/OtherExpensesGrp/TotalAmt1532203
IRS990/OtherExpensesGrp/TotalAmt267850
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TEXT OF FOOTNOTE FROM ORGANIZATION'S FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740). NOTE G - TAX STATUS THE TRUSTS ESTABLISHED UNDER THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JUNE 14, 1993, STATING THAT THESE TRUSTS ARE TAX EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUSTS MAY BE SUBJECT TO UNRELATED BUSINESS INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES FOR UNRELATED BUSINESS TAXABLE INCOME HAVE BEEN RECORDED IN 2024. THE PLAN AND THE TRUSTS ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUSTS. THE PLAN SPONSOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUSTS ARE TAX EXEMPT. US 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 ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, 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 THE IRS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE TAX RETURN IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW PRIOR TO THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BEGINNING WITH THIS REPORTING PERIOD, THE ORGANIZATION RECEIVED AUDITED FINANCIAL STATEMENTS. AS A RESULT, THE ORGANIZATION CHANGED ITS METHOD OF ACCOUNTING FROM CASH TO ACCRUAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 1:
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE KRZYSIAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUDIT CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAVISTAR INC RETIREE SUPPLEMENTAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0991856619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 STATE STREET SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177237900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN COUTURE
ReturnHeader/ReturnTs02025-11-12T21:00:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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