Civic Intelligence

Navistar Inc Retiree Supplemental Benefit Trust

990 • Fiscal year 2019 • EIN 34-1778431

Nov 01, 2018 to Oct 31, 2019 • Filed on May 31, 2020

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

23rd percentile

0.00x

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

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.00x

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

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$40,400

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Asset Growth

40th percentile

9.4%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

7.2%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$438,390,939

Up $37,629,369 (+9.4%) from 2018

Net Assets

Up

$438,390,939

Up $37,629,369 (+9.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin76th percentile

Revenue

Up

$55,337,760

Up $3,729,544 (+7.2%) from 2018

Expenses

Down

$43,372,100

Down $37,500,315 (-46%) from 2018

Net Income

Up

$11,965,660

Up $41,229,859 (+141%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2019

Assets$438,390,939
Liabilities$0
Net Assets$438,390,939
Open 2019 Filing

Operations Trend

Revenue Growth61st 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

2019

Revenue$55,337,760
Expenses$43,372,100
Net Income$11,965,660
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
May 31, 2020
Return Version
2018v3.3
Gross Receipts
$660,892,384
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$396,923,931$412,184,156▲ $15,260,225
Savings and Temporary Cash Investments$3,837,639$26,206,783▲ $22,369,144
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→ $0
Rtn Earn Endowment Incm Other Fnds$-287,235,094$-249,605,725▲ $37,629,369
Total Assets$400,761,570$438,390,939▲ $37,629,369
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$400,761,570$438,390,939▲ $37,629,369
Total Liabilities and Net Assets / Fund Balance$400,761,570$438,390,939▲ $37,629,369
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Donn ViolaChairmanPT$40,400$40,400
Wayne KrzysiakCommittee MemberPT$30,600$30,600
Steve SheltonCommittee MemberPT$25,300$25,300
Douglas HunterCommittee MemberPT$20,700$20,700

Board Members and Trustees

NameTitle
Robert SciottiSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan StanleyConsulting Services1585 BROADWAY, New York, NY 10036$1,085,322
Groom Law GroupLegal & Consulting1701 PENNSYLVANIA AVE NW, Washington, DC 20006$651,448
Sands Capital ManagementInvestment Mgmt1101 WILSON BLVD 2300, Arlington, VA 22209$261,939
Westfield Capital ManagementInvestment Mgmt1717 MAIN ST, Dallas, TX 75201$256,119
Eascolaw PllcLegal2756 STEPHENSON LANE NW, Washington, DC 20015$225,623
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$27,658,374
Other Revenue
$27,679,386
Change in Net Assets
$11,965,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,596,382
Salaries, Compensation, and Employee Benefits$117,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$40,658,218
Fees for Services Legal---$1,530,928
Fees for Service Investment Mgmnt Fees---$902,322
Current Officers, Directors, Trustees, and Key Employees---$117,500
Other Expenses---$83,229
Conferences and Meetings---$8,640
Fees for Services Accounting---$3,800
Fees for Services Management---$750
Total Functional Expenses$0$0$0$43,372,100
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
2020-05-31
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
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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/OtherRevenueMiscGrp/ExclusionAmt19090
IRS990/OtherRevenueMiscGrp/ExclusionAmt226075053
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt226075053
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IRS990/ReconcilationRevenueExpnssAmt011965660
IRS990/RegularMonitoringEnfrcInd0false
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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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/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-09-10 13:11:23Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DONN J VIOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAVISTAR INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE SUPPLEMENTAL BENEFIT TRUST
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ReturnHeader/Filer/InCareOfNm0% BENEFITS ADMINSVC CO
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.89.216.123
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/ReturnTs02020-09-14T13:39:20-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$438,390,939
Liabilities
$0
Net assets
$438,390,939
Revenue
$55,337,760
Expenses
$43,372,100
Net income
$11,965,660
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