Civic Intelligence

Welfare Benefit Plan and Trust for D&M Retirees

990 • Fiscal year 2019 • EIN 35-1579293

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization ProfileN/A
PO Box 364Connersville, IN 47331

(765) 825-1311

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

4th percentile

-100%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

64th percentile

$12,256

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-74%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$9,913,493

Up $1,057,085 (+12%) from 2018

Net Assets

Up

$9,913,493

Up $1,057,818 (+12%) from 2018

Liabilities

Down

$0

Down $733 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin4th percentile

Revenue

Down

$110,767

Down $311,812 (-74%) from 2018

Expenses

Down

$221,132

Down $2,260 (-1.0%) from 2018

Net Income

Down

-$110,365

Down $309,552 (-155%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$20M$15M$10M$5.0M$0Assets 2016: $9,286,608Liabilities 2016: $0Net Assets 2016: $9,286,6082016Assets 2017: $9,373,135Liabilities 2017: $461Net Assets 2017: $9,372,6742017Assets 2018: $8,856,408Liabilities 2018: $733Net Assets 2018: $8,855,6752018Assets 2019: $9,913,493Liabilities 2019: $0Net Assets 2019: $9,913,4932019Assets 2020: $11,016,417Liabilities 2020: $13,164Net Assets 2020: $11,003,2532020Assets 2021: $12,252,166Liabilities 2021: $0Net Assets 2021: $12,252,1662021Assets 2022: $10,287,950Liabilities 2022: $0Net Assets 2022: $10,287,9502022Assets 2023: $11,916,058Liabilities 2023: $0Net Assets 2023: $11,916,0582023Assets 2024: $13,433,639Liabilities 2024: $0Net Assets 2024: $13,433,6392024Assets 2025: $15,176,688Liabilities 2025: $0Net Assets 2025: $15,176,6882025

Highlighted filing

2019

Assets$9,913,493
Liabilities$0
Net Assets$9,913,493
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KRevenue 2016: $261,455Expenses 2016: $267,309Net Income 2016: -$5,8542016Revenue 2017: $377,480Expenses 2017: $298,967Net Income 2017: $78,5132017Revenue 2018: $422,579Expenses 2018: $223,392Net Income 2018: $199,1872018Revenue 2019: $110,767Expenses 2019: $221,132Net Income 2019: -$110,3652019Revenue 2020: $166,258Expenses 2020: $192,150Net Income 2020: -$25,8922020Revenue 2021: $612,863Expenses 2021: $181,186Net Income 2021: $431,6772021Revenue 2022: $270,473Expenses 2022: $174,904Net Income 2022: $95,5692022Revenue 2023: $192,202Expenses 2023: $141,682Net Income 2023: $50,5202023Revenue 2024: $790,475Expenses 2024: $135,340Net Income 2024: $655,1352024Revenue 2025: $659,400Expenses 2025: $342,934Net Income 2025: $316,4662025

Highlighted filing

2019

Revenue$110,767
Expenses$221,132
Net Income-$110,365
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Gross Receipts
$1,287,651
Mission and Program Overview

Mission

Qualified non-discriminatory self-insured voluntary employee's beneficiary association which provides health and welfare benefits to retirees.

Qualified non-discriminatory self-insured voluntary employee's benefit voluntary employee's beneficiary association which provides health and welfare benefits to retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,855,675$9,913,493▲ $1,057,818
Investments in Publicly Traded Securities$6,050,787$7,258,973▲ $1,208,186
Savings and Temporary Cash Investments$2,755,715$2,614,013▼ $141,702
Accounts Receivable$46,197$39,876▼ $6,321
Cash and Non-Interest-Bearing Accounts$3,709$631▼ $3,078
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
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$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
Total Assets$8,856,408$9,913,493▲ $1,057,085
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$733$0▼ $733
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$733$0▼ $733
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,855,675$9,913,493▲ $1,057,818
Total Liabilities and Net Assets / Fund Balance$8,856,408$9,913,493▲ $1,057,085

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$9,185$9,185
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleOtherTotal
Daniel AppelCo-trustee$12,256$12,256

Board Members and Trustees

NameTitle
Robert B WingerterCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$29,490
Investment Income
$81,277
Other Revenue
$0
Change in Net Assets
$-110,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$93,745
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---$127,387
Fees for Services Other---$66,633
Fees for Service Investment Mgmnt Fees---$24,001
Occupancy---$2,519
Insurance---$467
Office Expenses---$125
Total Functional Expenses$0$0$0$221,132
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Section B, Line 11

“A draft copy of form 990 is generally reviewed by at least one member of the governing body prior to finalization. After the form is reviewed and its accuracy confirmed by individuals with direct knowledge of the operations of the organization, the form 990 is finalized and provided to a member of the governing body for signature and filing.”

Part VI Section C, Lines 18 & 19

“As under regulations sections 301.6104(d)-1 through 3, the organization will make available for public inspection upon request the governing documents and each annual information return (form 990) and related schedules and attachments. In addition, a copy of this return is automatically posted on guidestar.org.”

Part VI Section A, Line 7A

“The administrative committee has been delegated the responsibility for appointing trustees.”

Filing and Contact Details

Filer

Filer Name
Welfare Benefit Plan and Trust
EIN
35-1579293
In Care Of
% ROBERT WINGERTER
Phone
7658251311
Address
PO Box 364, CONNERSVILLE, IN 47331

Signing Officer

Name
Robert Wingerter
Title
Co-Trustee
Phone
7658251311
Signed
2020-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Wingerter
Formed
1985
Legal Domicile
In
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
6

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Steven J Kritzmire
Phone
3173834000
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:administrative fees total fees:33688”

Form 990 Part IX Line 11G

“Description:claims administration total fees:21341”

Form 990 Part IX Line 11G

“Description:trustee fees total fees:11604”

Raw XML Appendix338 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/IndoorTanningServicesInd0false
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IRS990/InvestmentInJointVentureInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF FORM 990 IS GENERALLY REVIEWED BY AT LEAST ONE MEMBER OF THE GOVERNING BODY PRIOR TO FINALIZATION. AFTER THE FORM IS REVIEWED AND ITS ACCURACY CONFIRMED BY INDIVIDUALS WITH DIRECT KNOWLEDGE OF THE OPERATIONS OF THE ORGANIZATION, THE FORM 990 IS FINALIZED AND PROVIDED TO A MEMBER OF THE GOVERNING BODY FOR SIGNATURE AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS UNDER REGULATIONS SECTIONS 301.6104(D)-1 THROUGH 3, THE ORGANIZATION WILL MAKE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST THE GOVERNING DOCUMENTS AND EACH ANNUAL INFORMATION RETURN (FORM 990) AND RELATED SCHEDULES AND ATTACHMENTS. IN ADDITION, A COPY OF THIS RETURN IS AUTOMATICALLY POSTED ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ADMINISTRATIVE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR APPOINTING TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION:ADMINISTRATIVE FEES TOTAL FEES:33688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION:CLAIMS ADMINISTRATION TOTAL FEES:21341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION:TRUSTEE FEES TOTAL FEES:11604
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI SECTION C, LINES 18 & 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART IX LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08856408
IRS990/TotalAssetsEOYAmt09913493
IRS990/TotalAssetsGrp/BOYAmt08856408
IRS990/TotalAssetsGrp/EOYAmt09913493
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221132
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0733
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0733
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08855675
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09913493
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt029490
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029490
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0110767
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08856408
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09913493
IRS990/TotReportableCompRltdOrgAmt012256
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09292 N MERIDIAN ST STE 202
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046260
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WINGERTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07658251311
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELFARE BENEFIT PLAN AND TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR D&M RETIREES
ReturnHeader/Filer/BusinessNameControlTxt0WELF
ReturnHeader/Filer/EIN0351579293
ReturnHeader/Filer/InCareOfNm0% ROBERT WINGERTER
ReturnHeader/Filer/PhoneNum07658251311
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 364
ReturnHeader/Filer/USAddress/CityNm0CONNERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047331
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08B05E4B641AB81F65280BC763E252356493FCF46
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId009650CC79E311912367D22A364F42DF86D9698E0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043033020201325000007
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 N Illinois Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03173834000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J KRITZMIRE
ReturnHeader/ReturnTs02020-05-11T12:30:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,913,493
Liabilities
$0
Net assets
$9,913,493
Revenue
$110,767
Expenses
$221,132
Net income
-$110,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.66$0.34$0.32
2024Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.79$0.14$0.66
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.19$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.27$0.17$0.10
2021Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.61$0.18$0.43
2020Detailed filing. Detailed filing data is available for this year.$11.0$0.01$11.0$0.17$0.19$0.03
2019Detailed filing. Detailed filing data is available for this year.$9.91$0.00$9.91$0.11$0.22$0.11
2018Detailed filing. Detailed filing data is available for this year.$8.86$0.00$8.86$0.42$0.22$0.20
2017Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.38$0.30$0.08
2016Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.26$0.27$0.01