Civic Intelligence

Associates Health Trust

990 • Fiscal year 2013 • EIN 34-6817365

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization ProfileN/A

View Organization Page

6262 Cochran RoadSuite44139

(440) 349-5836

Siviq Scores

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

Liabilities / Assets

98th percentile

1.12x

Higher debt load relative to assets than 98% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

68th percentile

0.11x

Higher debt load relative to revenue than 68% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Net Margin

28th percentile

-2.4%

Higher net margin than 28% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$500

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Asset Growth

28th percentile

-2.5%

Faster asset growth than 28% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$3,709,962

Down $96,611 (-2.5%) from 2012

Net Assets

Down

-$452,008

Down $962,860 (-188%) from 2012

Liabilities

Up

$4,161,970

Up $866,249 (+26%) from 2012

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin28th percentile

Revenue

$38,783,209

No earlier filing loaded for comparison.

Expenses

Up

$39,709,136

Up $840,381 (+2.2%) from 2012

Net Income

-$925,927

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2012: $3,806,573Liabilities 2012: $3,295,721Net Assets 2012: $510,8522012Assets 2013: $3,709,962Liabilities 2013: $4,161,970Net Assets 2013: -$452,0082013Assets 2014: $6,221,607Liabilities 2014: $5,519,715Net Assets 2014: $701,8922014Assets 2015: $8,604,639Liabilities 2015: $3,871,535Net Assets 2015: $4,733,1042015Assets 2016: $6,635,486Liabilities 2016: $4,483,572Net Assets 2016: $2,151,9142016Assets 2017: $7,747,898Liabilities 2017: $5,149,663Net Assets 2017: $2,598,2352017Assets 2018: $7,495,882Liabilities 2018: $3,824,739Net Assets 2018: $3,671,1432018Assets 2019: $7,503,469Liabilities 2019: $4,878,595Net Assets 2019: $2,624,8742019Assets 2020: $7,705,648Liabilities 2020: $4,656,064Net Assets 2020: $3,049,5842020Assets 2021: $8,159,190Liabilities 2021: $7,564,676Net Assets 2021: $594,5142021Assets 2022: $10,802,796Liabilities 2022: $7,077,265Net Assets 2022: $3,725,5312022Assets 2023: $14,768,121Liabilities 2023: $9,651,264Net Assets 2023: $5,116,8572023Assets 2024: $14,471,803Liabilities 2024: $7,994,474Net Assets 2024: $6,477,3292024

Highlighted filing

2013

Assets$3,709,962
Liabilities$4,161,970
Net Assets-$452,008
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MExpenses 2012: $38,868,7552012Revenue 2013: $38,783,209Expenses 2013: $39,709,136Net Income 2013: -$925,9272013Revenue 2014: $48,633,246Expenses 2014: $47,475,052Net Income 2014: $1,158,1942014Revenue 2015: $46,740,271Expenses 2015: $42,674,589Net Income 2015: $4,065,6822015Revenue 2016: $42,036,558Expenses 2016: $44,587,941Net Income 2016: -$2,551,3832016Revenue 2017: $46,536,481Expenses 2017: $46,089,303Net Income 2017: $447,1782017Revenue 2018: $46,415,906Expenses 2018: $45,342,998Net Income 2018: $1,072,9082018Revenue 2019: $47,568,405Expenses 2019: $48,614,674Net Income 2019: -$1,046,2692019Revenue 2020: $43,148,234Expenses 2020: $42,723,524Net Income 2020: $424,7102020Revenue 2021: $46,591,493Expenses 2021: $49,046,563Net Income 2021: -$2,455,0702021Revenue 2022: $61,442,192Expenses 2022: $58,311,175Net Income 2022: $3,131,0172022Revenue 2023: $58,619,869Expenses 2023: $57,228,543Net Income 2023: $1,391,3262023Revenue 2024: $61,781,090Expenses 2024: $60,420,618Net Income 2024: $1,360,4722024

Highlighted filing

2013

Revenue$38,783,209
Expenses$39,709,136
Net Income-$925,927
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.1
Gross Receipts
$38,783,209
Mission and Program Overview

Mission

Sec.501 (c)(9) veba trust that provides hospitalization & dental to approximately 3,912 employees of the swagelok company.

Sec. 501 (c)(9) veba trust that provides hospitalization, dental and vision benefits to employees of the swagelok company. The plan provided benefits to 3,621 employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,656,362$1,519,427▼ $136,935
Accounts Receivable$309,742$1,217,859▲ $908,117
Savings and Temporary Cash Investments$1,840,469$972,676▼ $867,793
Cash and Non-Interest-Bearing Accounts$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--
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
Total Assets$3,806,573$3,709,962▼ $96,611
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,295,721$4,161,970▲ $866,249
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$3,295,721$4,161,970▲ $866,249
Net Assets / Fund Balance
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$510,852$-452,008▼ $962,860
Total Net Assets Fund Balance$510,852$-452,008▼ $962,860
Total Liabilities and Net Assets / Fund Balance$3,806,573$3,709,962▼ $96,611
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleBaseTotal
AllegiantTrustee$500$500

Highest Paid Contractors

ContractorServicesLocationCompensation
United Healthcare Insurance CompanyAdministrative-$2,140,181
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$38,708,954
Investment Income
$74,255
Other Revenue
$0
Change in Net Assets
$-925,927

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,783,209
Revenue Not Reported on Form 990
$-36,933
Total Revenue per Audited Statements
$38,746,276
Total Revenue per Form 990
$38,783,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,544,879
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$35,164,257--$35,164,257
Other Expenses$2,403,645$2,140,181-$2,140,181
Office Expenses-$1,053-$1,053
Total Functional Expenses$37,567,902$2,141,234$0$39,709,136

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$39,709,136
Expenses per Audited Statements$39,120,887
Total Expenses per Audited Statements$39,120,887
Expenses Not Reported on Financial Statements$588,249
Other Expense Adjustments$588,249
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
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
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A9

“Address of trustee that cannot be reached at the organization's mailing address: Allegiant 5352 3rd Floor, North Annex 4100 West 150th Street Cleveland, Ohio 44135”

Part VI, Section C, 19

“The trust makes its governing documents available to the public upon request”

Part VI, Line 11B

“The Form 990 is reviewed by the Director of Tax of the VEBA Sponsoring Organization and the Accounting firm who prepared the return.”

Filing and Contact Details

Filer

EIN
34-6817365
In Care Of
% DIANE BEAVERS
Phone
4403495836

Signing Officer

Name
Diane Beavers
Title
Officer
Phone
4403495836
Signed
2014-11-06
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
David O Reyes
Phone
4403495836
Supplemental Narrative

Additional Explanations

Part XI, Line 5

“Net appreciation in fair value of investments (36,933)”

Financial Statement Notes

Part XII, 4B

“Claims incurred but not reported”

Raw XML Appendix376 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Address of trustee that cannot be reached at the organization's mailing address: Allegiant 5352 3rd Floor, North Annex 4100 West 150th Street Cleveland, Ohio 44135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Net appreciation in fair value of investments (36,933)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is reviewed by the Director of Tax of the VEBA Sponsoring Organization and the Accounting firm who prepared the return.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION C, 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Line 11B
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine10na
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0346817365
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Manufacturing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10Swagelok Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine106262 Cochran Road
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0Solon
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode044136
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0Swagelok Company is the sponsoring organization and contributing employer to this 501(c)(9) VEBA trust for its employees.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Swagelok Company
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03806573
IRS990/TotalAssetsEOYAmt03709962
IRS990/TotalAssetsGrp/BOYAmt03806573
IRS990/TotalAssetsGrp/EOYAmt03709962
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02141234
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037567902
IRS990/TotalFunctionalExpensesGrp/TotalAmt039709136
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03295721
IRS990/TotalLiabilitiesEOYAmt04161970
IRS990/TotalLiabilitiesGrp/BOYAmt03295721
IRS990/TotalLiabilitiesGrp/EOYAmt04161970
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0510852
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-452008
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt037567902
IRS990/TotalProgramServiceRevenueAmt038708954
IRS990/TotalReportableCompFromOrgAmt0500
IRS990/TotalRevenueGrp/ExclusionAmt074255
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt038708954
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt038783209
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03806573
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03709962
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0510852
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-452008
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE BEAVERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04403495836
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10ASSOCIATES HEALTH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0346817365
ReturnHeader/Filer/InCareOfNm0% DIANE BEAVERS
ReturnHeader/Filer/PhoneNum04403495836
ReturnHeader/Filer/USAddress/AddressLine106262 COCHRAN ROAD
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0SOLON
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044139
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MALONEY NOVOTNY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101111 SUPERIOR AVENUE SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode044114
ReturnHeader/PreparerPersonGrp/PhoneNum04403495836
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID O REYES
ReturnHeader/ReturnTs02014-11-11T13:33:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,709,962
Liabilities
$4,161,970
Net assets
-$452,008
Revenue
$38,783,209
Expenses
$39,709,136
Net income
-$925,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$7.99$6.48$61.8$60.4$1.36
2023Detailed filing. Detailed filing data is available for this year.$14.8$9.65$5.12$58.6$57.2$1.39
2022Detailed filing. Detailed filing data is available for this year.$10.8$7.08$3.73$61.4$58.3$3.13
2021Detailed filing. Detailed filing data is available for this year.$8.16$7.56$0.59$46.6$49.0$2.46
2020Detailed filing. Detailed filing data is available for this year.$7.71$4.66$3.05$43.1$42.7$0.42
2019Detailed filing. Detailed filing data is available for this year.$7.50$4.88$2.62$47.6$48.6$1.05
2018Detailed filing. Detailed filing data is available for this year.$7.50$3.82$3.67$46.4$45.3$1.07
2017Detailed filing. Detailed filing data is available for this year.$7.75$5.15$2.60$46.5$46.1$0.45
2016Detailed filing. Detailed filing data is available for this year.$6.64$4.48$2.15$42.0$44.6$2.55
2015Detailed filing. Detailed filing data is available for this year.$8.60$3.87$4.73$46.7$42.7$4.07
2014Detailed filing. Detailed filing data is available for this year.$6.22$5.52$0.70$48.6$47.5$1.16
2013Detailed filing. Detailed filing data is available for this year.$3.71$4.16$0.45$38.8$39.7$0.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$3.30$0.51$38.9