Civic Intelligence

Welfare Benefit Plan and Trust for D&M Retirees

990 • Fiscal year 2020 • EIN 35-1579293

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 15, 2021

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.08x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

11th percentile

-16%

Higher net margin than 11% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$14,302

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

50%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$11,016,417

Up $1,102,924 (+11%) from 2019

Net Assets

Up

$11,003,253

Up $1,089,760 (+11%) from 2019

Liabilities

Up

$13,164

Up $13,164 from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Up

$166,258

Up $55,491 (+50%) from 2019

Expenses

Down

$192,150

Down $28,982 (-13%) from 2019

Net Income

Up

-$25,892

Up $84,473 (+77%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2020

Assets$11,016,417
Liabilities$13,164
Net Assets$11,003,253
Open 2020 Filing

Operations Trend

Revenue Growth94th 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

2020

Revenue$166,258
Expenses$192,150
Net Income-$25,892
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 15, 2021
Return Version
2020v4.0
Gross Receipts
$1,281,901
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,913,493$11,003,253▲ $1,089,760
Investments in Publicly Traded Securities$7,258,973$8,799,414▲ $1,540,441
Savings and Temporary Cash Investments$2,614,013$2,201,937▼ $412,076
Accounts Receivable$39,876$14,564▼ $25,312
Cash and Non-Interest-Bearing Accounts$631$502▼ $129
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$9,913,493$11,016,417▲ $1,102,924
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$13,164▲ $13,164
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$13,164▲ $13,164
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,913,493$11,003,253▲ $1,089,760
Total Liabilities and Net Assets / Fund Balance$9,913,493$11,016,417▲ $1,102,924

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$9,185$9,185
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleOtherTotal
Daniel AppelCo-trustee$14,302$14,302

Board Members and Trustees

NameTitle
Robert B WingerterCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,593
Investment Income
$160,665
Other Revenue
$0
Change in Net Assets
$-25,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,130
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---$88,020
Fees for Services Other---$70,090
Fees for Service Investment Mgmnt Fees---$24,516
Fees for Services Accounting---$6,250
Occupancy---$2,593
Insurance---$467
Office Expenses---$214
Total Functional Expenses$0$0$0$192,150
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
2021-03-15
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:34020”

Form 990 Part IX Line 11G

“Description:claims administration total fees:21768”

Form 990 Part IX Line 11G

“Description:trustee fees total fees:14302”

Raw XML Appendix363 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/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsPayableGrp/BOYAmt00
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IRS990/GrantsToIndividualsInd0false
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt0467
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
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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:34020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION:CLAIMS ADMINISTRATION TOTAL FEES:21768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION:TRUSTEE FEES TOTAL FEES:14302
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
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0D & M LIQUIDATING TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO Box 364
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CONNERSVILLE
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IRS990/TerminateOperationsInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WINGERTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELFARE BENEFIT PLAN AND TRUST
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ReturnHeader/Filer/BusinessNameControlTxt0WELF
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 N Illinois Street
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03173834000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J KRITZMIRE
ReturnHeader/ReturnTs02021-02-19T11:53:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINGERTER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,016,417
Liabilities
$13,164
Net assets
$11,003,253
Revenue
$166,258
Expenses
$192,150
Net income
-$25,892
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