Civic Intelligence

Navistar Inc Retiree Supplemental Benefit Trust

990 • Fiscal year 2017 • EIN 34-1778431

Nov 01, 2016 to Oct 31, 2017 • Filed on Jun 01, 2018

Organization ProfileN/A
26301 CURTISS WRIGHT PARKWAY SuiteRichmond Heights, OH 44143

(216) 261-8414

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2017 filings • $1B+ nonprofits • Source year 2017

Liabilities / Revenue

2nd percentile

0.00x

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

2017 filings • $1B+ nonprofits • Source year 2017

Net Margin

2nd percentile

-53%

Higher net margin than 2% of similar nonprofits.

2017 filings • $1B+ nonprofits • Source year 2017

Top Officer Pay

4th percentile

$43,850

Higher top officer pay than 4% of similar nonprofits.

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

2017 filings • $1B+ nonprofits • Source year 2017

Asset Growth

7th percentile

-4.0%

Faster asset growth than 7% of similar nonprofits.

2017 filings • $1B+ nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

3.2%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • $1B+ nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Down

$430,025,769

Down $17,823,311 (-4.0%) from 2016

Net Assets

Down

$430,025,769

Down $17,823,311 (-4.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin2nd percentile

Revenue

Up

$33,490,569

Up $1,040,818 (+3.2%) from 2016

Expenses

Down

$51,313,880

Down $3,070,196 (-5.6%) from 2016

Net Income

Up

-$17,823,311

Up $4,111,014 (+19%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2017

Assets$430,025,769
Liabilities$0
Net Assets$430,025,769
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

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

2017

Revenue$33,490,569
Expenses$51,313,880
Net Income-$17,823,311
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jun 1, 2018
Return Version
2016v3.1
Gross Receipts
$1,055,301,444
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$430,561,050$418,915,332▼ $11,645,718
Savings and Temporary Cash Investments$17,288,030$11,110,437▼ $6,177,593
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
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
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-240,147,584$-257,970,895▼ $17,823,311
Total Assets$447,849,080$430,025,769▼ $17,823,311
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
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
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$447,849,080$430,025,769▼ $17,823,311
Total Liabilities and Net Assets / Fund Balance$447,849,080$430,025,769▼ $17,823,311
Compensation and Service Providers
Top Officer Pay4th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Donn ViolaChairmanPT$43,850$43,850
Wayne KrzysiakCommittee MemberPT$26,850$26,850
Steve SheltonCommittee MemberPT$22,900$22,900
Douglas HunterCommittee MemberPT$20,500$20,500
Michael LacourCommittee MemberPT$5,713$5,713

Board Members and Trustees

NameTitle
Robert SciottiSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan StanleyConsulting Services1585 BROADWAY, New York, NY 10036$939,221
Groom Law GroupLegal & Consulting1701 PENNSYLVANIA AVE NW, Washington, DC 20006$859,834
Westfield Capital ManagementInvestment Mgmt1717 MAIN ST, Dallas, TX 75201$270,717
Sands Capital ManagementInvestment Mgmt1101 WILSON BLVD 2300, Arlington, VA 22209$187,744
Tcw-metwestInvestment Mgmt865 SOUTH FIGUEROA ST STE 1800, Los Angeles, CA 90017$140,208
Revenue and Support

Revenue Composition

Contributions and Grants
$120,000
Program Service Revenue
$0
Investment Income
$32,391,728
Other Revenue
$978,841
All Other Contributions
$120,000
Change in Net Assets
$-17,823,311
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,549,129
Salaries, Compensation, and Employee Benefits$119,813
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$47,644,938
Fees for Service Investment Mgmnt Fees---$1,658,550
Fees for Services Legal---$891,950
Fees for Services Other---$700,591
Current Officers, Directors, Trustees, and Key Employees---$119,813
Fees for Services Accounting---$50,975
Fees for Services Management---$45,057
Other Expenses---$33,741
Total Functional Expenses$0$0$0$51,313,880
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
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:

“A 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

Filer Name
Navistar Inc
EIN
34-1778431
In Care Of
% BENEFITS ADMINSVC CO
Phone
2162618414
Address
26301 CURTISS WRIGHT PARKWAY Suite, RICHMOND HEIGHTS, OH 44143

Signing Officer

Name
Donn J Viola
Title
Chairman
Phone
2162618414
Signed
2018-06-01
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

Firm
Bdo USA Llp
Address
32125 SOLON ROAD, SOLON, OH 44139
Preparer
Kenneth L Levine
Phone
4402488787
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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/OtherExpensesGrp/TotalAmt195701
IRS990/OtherExpensesGrp/TotalAmt233741
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt050884074
IRS990/PYContributionsGrantsAmt0120000
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt031700976
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IRS990/PYOtherRevenueAmt0628775
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IRS990/PYRevenuesLessExpensesAmt0-21934325
IRS990/PYSalariesCompEmpBnftPaidAmt0123850
IRS990/PYTotalExpensesAmt054384076
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-17823311
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IRS990/RelatedEntityInd0false
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-240147584
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-257970895
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt011110437
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19:
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONN J VIOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-01
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE SUPPLEMENTAL BENEFIT TRUST
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-06-20

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$430,025,769
Liabilities
$0
Net assets
$430,025,769
Revenue
$33,490,569
Expenses
$51,313,880
Net income
-$17,823,311
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