Civic Intelligence

Navistar Inc Retiree Supplemental Benefit Trust

990 • Fiscal year 2018 • EIN 34-1778431

Nov 01, 2017 to Oct 31, 2018 • Filed on Mar 10, 2019

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

21st percentile

0.00x

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.00x

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Net Margin

8th percentile

-57%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

45th percentile

$41,100

Higher top officer pay than 45% of similar nonprofits.

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Asset Growth

31st percentile

-6.8%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

54%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$400,761,570

Down $29,264,199 (-6.8%) from 2017

Net Assets

Down

$400,761,570

Down $29,264,199 (-6.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin8th percentile

Revenue

Up

$51,608,216

Up $18,117,647 (+54%) from 2017

Expenses

Up

$80,872,415

Up $29,558,535 (+58%) from 2017

Net Income

Down

-$29,264,199

Down $11,440,888 (-64%) from 2017

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

2018

Assets$400,761,570
Liabilities$0
Net Assets$400,761,570
Open 2018 Filing

Operations Trend

Revenue Growth92nd 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

2018

Revenue$51,608,216
Expenses$80,872,415
Net Income-$29,264,199
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Mar 10, 2019
Return Version
2017v2.3
Gross Receipts
$745,615,207
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$418,915,332$396,923,931▼ $21,991,401
Savings and Temporary Cash Investments$11,110,437$3,837,639▼ $7,272,798
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→ $0
Rtn Earn Endowment Incm Other Fnds$-257,970,895$-287,235,094▼ $29,264,199
Total Assets$430,025,769$400,761,570▼ $29,264,199
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$430,025,769$400,761,570▼ $29,264,199
Total Liabilities and Net Assets / Fund Balance$430,025,769$400,761,570▼ $29,264,199
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Donn J ViolaChairmanPT$41,100$41,100
Wayne KrzysiakCommittee MemberPT$26,000$26,000
Steve SheltonCommittee MemberPT$23,650$23,650
Douglas HunterCommittee MemberPT$20,500$20,500

Board Members and Trustees

NameTitle
Robert SciottiSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan Stanleyconsulting service1585 BROADWAY, New York, NY 10036$959,458
Groom Law Grouplegal & consulting1701 PENNSYLVANIA AVE NW, Washington, DC 20006$831,917
Westfield Capital Managementinvestment mgmt1717 MAIN ST, Dallas, TX 75201$273,889
Sands Capital Managementinvestment mgmt1101 WILSON BLVD 2300, Arlington, VA 22209$213,831
Tcw-metwestinvestment mgmt865 SOUTH FIGUEROA ST STE 1800, Los Angeles, CA 90017$145,788
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$50,851,745
Other Revenue
$756,471
Change in Net Assets
$-29,264,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,991,340
Salaries, Compensation, and Employee Benefits$117,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$50,764,075
Fees for Services Other---$26,739,420
Fees for Service Investment Mgmnt Fees---$2,176,840
Fees for Services Legal---$774,728
Current Officers, Directors, Trustees, and Key Employees---$117,000
Fees for Services Management---$90,093
Conferences and Meetings---$25,268
Fees for Services Accounting---$23,500
Other Expenses---$8,300
Total Functional Expenses$0$0$0$80,872,415
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
Backup withholding compliance
Yes
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
2019-03-10
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 STE 200, SOLON, OH 44139
Preparer
Jacob Cook
Phone
4402488787
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:other fees for services total fees:26739420”

Raw XML AppendixShowing 400 of 404 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/OtherExpensesGrp/Desc2ADMINISTRATIVE
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IRS990/OtherExpensesGrp/TotalAmt184912
IRS990/OtherExpensesGrp/TotalAmt28300
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IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
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IRS990/OtherRevenueMiscGrp/ExclusionAmt13780
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13780
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2132882
IRS990/OtherRevenueTotalAmt0756471
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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-29264199
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-257970895
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-287235094
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011110437
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03837639
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt2DESCRIPTION:OTHER FEES FOR SERVICES TOTAL FEES:26739420
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 IX LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt0400761570
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt051608216
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt051608216
IRS990/TotalVolunteersCnt01
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0400761570
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DONN J VIOLA
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-10
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ReturnHeader/Filer/BusinessNameControlTxt0NAVI
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ReturnHeader/Filer/InCareOfNm0% BENEFITS ADMINSVC CO
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-09-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.13.39.123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032125 SOLON ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044139
ReturnHeader/PreparerPersonGrp/PhoneNum04402488787
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacob Cook
ReturnHeader/ReturnTs02019-09-14T08:48:20-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,761,570
Liabilities
$0
Net assets
$400,761,570
Revenue
$51,608,216
Expenses
$80,872,415
Net income
-$29,264,199
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