Civic Intelligence

Welfare Benefit Plan and Trust for D&M Retirees

990 • Fiscal year 2022 • EIN 35-1579293

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 15, 2023

Organization ProfileN/A
9292 N Meridian St Suite 202Indianapolis, IN 46260

(765) 825-1311

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

25th percentile

0.00x

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

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$19,792

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-56%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$10,287,950

Down $1,964,216 (-16%) from 2021

Net Assets

Down

$10,287,950

Down $1,964,216 (-16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin86th percentile

Revenue

Down

$270,473

Down $342,390 (-56%) from 2021

Expenses

Down

$174,904

Down $6,282 (-3.5%) from 2021

Net Income

Down

$95,569

Down $336,108 (-78%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2022

Assets$10,287,950
Liabilities$0
Net Assets$10,287,950
Open 2022 Filing

Operations Trend

Revenue Growth6th 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

2022

Revenue$270,473
Expenses$174,904
Net Income$95,569
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 15, 2023
Return Version
2022v4.1
Gross Receipts
$2,180,592
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$12,252,166$10,287,950▼ $1,964,216
Investments in Publicly Traded Securities$11,571,245$10,234,134▼ $1,337,111
Savings and Temporary Cash Investments$640,004$53,816▼ $586,188
Cash and Non-Interest-Bearing Accounts$40,917$0▼ $40,917
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
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$12,252,166$10,287,950▼ $1,964,216
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$12,252,166$10,287,950▼ $1,964,216
Total Liabilities and Net Assets / Fund Balance$12,252,166$10,287,950▼ $1,964,216
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleOtherTotal
Robert B WingerterCo-trustee$19,792$19,792
Daniel AppelCo-trustee$15,667$15,667
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$143
Investment Income
$270,330
Other Revenue
$0
Change in Net Assets
$95,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,965
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
Fees for Services Other---$67,196
Benefits to Members---$64,939
Fees for Service Investment Mgmnt Fees---$24,954
Fees for Services Legal---$10,009
Fees for Services Accounting---$6,693
Occupancy---$779
Insurance---$299
Office Expenses---$35
Total Functional Expenses$0$0$0$174,904
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
9292 N MERIDIAN ST SUITE 202, INDIANAPOLIS, IN 46260

Signing Officer

Name
Robert Wingerter
Title
Co-Trustee
Phone
7658251311
Signed
2023-03-15
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Forvis Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Steven J Kritzmire
Phone
3173834000
Raw XML Appendix358 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/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/FormAndLineReferenceDesc0PART VI SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI SECTION C, LINES 18 & 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI SECTION A, LINE 7A
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WINGERTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-15
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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/ReturnTs02023-03-14T12:47:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINGERTER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,287,950
Liabilities
$0
Net assets
$10,287,950
Revenue
$270,473
Expenses
$174,904
Net income
$95,569
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