Civic Intelligence

Cummins Inc Long-Term Disability Trust 22-68297

990 • Fiscal year 2022 • EIN 36-6807330

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

Organization ProfileN/A
PO Box 804358Chicago, IL 60680

(812) 377-5000

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

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

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

Asset Growth

68th percentile

1.1%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

100th percentile

965%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$11,673,799

Up $130,600 (+1.1%) from 2021

Net Assets

Up

$11,673,799

Up $130,600 (+1.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin92nd percentile

Revenue

Up

$211,493

Up $191,633 (+965%) from 2021

Expenses

Down

$80,893

Down $39,334 (-33%) from 2021

Net Income

Up

$130,600

Up $230,967 (+230%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$15M$10M$5.0M$0Assets 2018: $11,607,955Liabilities 2018: $0Net Assets 2018: $11,607,9552018Assets 2019: $11,716,071Liabilities 2019: $0Net Assets 2019: $11,716,0712019Assets 2020: $11,643,566Liabilities 2020: $0Net Assets 2020: $11,643,5662020Assets 2021: $11,543,199Liabilities 2021: $0Net Assets 2021: $11,543,1992021Assets 2022: $11,673,799Liabilities 2022: $0Net Assets 2022: $11,673,7992022Assets 2023: $12,220,229Liabilities 2023: $0Net Assets 2023: $12,220,2292023Assets 2024: $7,870,040Liabilities 2024: $0Net Assets 2024: $7,870,0402024Assets 2025: $692,744Liabilities 2025: $0Net Assets 2025: $692,7442025

Highlighted filing

2022

Assets$11,673,799
Liabilities$0
Net Assets$11,673,799
Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2018: $242,328Expenses 2018: $179,923Net Income 2018: $62,4052018Revenue 2019: $280,381Expenses 2019: $172,265Net Income 2019: $108,1162019Revenue 2020: $79,224Expenses 2020: $151,729Net Income 2020: -$72,5052020Revenue 2021: $19,860Expenses 2021: $120,227Net Income 2021: -$100,3672021Revenue 2022: $211,493Expenses 2022: $80,893Net Income 2022: $130,6002022Revenue 2023: $629,153Expenses 2023: $82,723Net Income 2023: $546,4302023Revenue 2024: $586,631Expenses 2024: $4,936,820Net Income 2024: -$4,350,1892024Revenue 2025: $189,353Expenses 2025: $7,366,649Net Income 2025: -$7,177,2962025

Highlighted filing

2022

Revenue$211,493
Expenses$80,893
Net Income$130,600
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Gross Receipts
$211,493
Mission and Program Overview

Mission

Providing disability benefits for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$11,543,199$11,673,799▲ $130,600
Savings and Temporary Cash Investments$11,541,777$11,631,119▲ $89,342
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$11,543,199$11,673,799▲ $130,600
Other Assets Total$1,422$42,680▲ $41,258
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,543,199$11,673,799▲ $130,600
Total Liabilities and Net Assets / Fund Balance$11,543,199$11,673,799▲ $130,600
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
-Trustee
John GaidooAsst General Counsel-labor & Emp
Mark SmithV.p - Chief Financial Officer
Sharon BarnerV.p and Chief Admin Officer
Marvin BoakyeV.p and Chief Human Resource
Luther PetersV.p and Controller
Diana Rey-marreroV.p, Cummins Business Services
Donald JacksonV.p, Treasury & Tax
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$211,493
Other Revenue
$0
Change in Net Assets
$130,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,425
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$52,468--$52,468
Other Expenses$25,625--$25,625
Fees for Services Accounting$2,800--$2,800
Total Functional Expenses$80,893$0$0$80,893
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The members of the benefits policy committee all work for the plan sponsor, cummins inc.”

Form 990, Part VI, Section A, Line 3

“The officers delegate investment activities to the assistant treasurer, global pensions and secretary of the bpc”

Form 990, Part VI, Section A, Line 8A

“N/A”

Form 990, Part VI, Section A, Line 8B

“N/A”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by assistant treasurer, global pensions and secretary of the bpc”

Form 990, Part VI, Section B, Line 12C

“Yes, by annual certification.”

Form 990, Part VI, Section B, Line 15

“The organization is run by the officers and top management officials of cummins inc.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Cummins Inc Long-term Disability Trust
EIN
36-6807330
Phone
8123775000
Address
PO BOX 804358, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Trustee
Phone
8123775000
Signed
2023-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald G Jacksonmc 6012
Formed
1983
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
1100 WALNUT STREET SUITE 3300, KANSAS CITY, MO 64106
Preparer
Brett Falkner
Phone
8164746180
Raw XML Appendix331 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/Form990PartVIISectionAGrp/TitleTxt0V.P AND CHIEF HUMAN RESOURCE
IRS990/Form990PartVIISectionAGrp/TitleTxt1ASST GENERAL COUNSEL-LABOR & EMP
IRS990/Form990PartVIISectionAGrp/TitleTxt2V.P AND CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt3V.P - CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4V.P, TREASURY & TAX
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE BENEFITS POLICY COMMITTEE ALL WORK FOR THE PLAN SPONSOR, CUMMINS INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS DELEGATE INVESTMENT ACTIVITIES TO THE ASSISTANT TREASURER, GLOBAL PENSIONS AND SECRETARY OF THE BPC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED BY ASSISTANT TREASURER, GLOBAL PENSIONS AND SECRETARY OF THE BPC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YES, BY ANNUAL CERTIFICATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION IS RUN BY THE OFFICERS AND TOP MANAGEMENT OFFICIALS OF CUMMINS INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST.
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IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08123775000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUMMINS INC LONG-TERM DISABILITY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt022-68297
ReturnHeader/Filer/BusinessNameControlTxt0CUMM
ReturnHeader/Filer/EIN0366807330
ReturnHeader/Filer/PhoneNum08123775000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 804358
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 WALNUT STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064106
ReturnHeader/PreparerPersonGrp/PhoneNum08164746180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETT FALKNER
ReturnHeader/ReturnTs02023-05-02T12:31:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NORTHERN TRUST COMPA
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
$11,673,799
Liabilities
$0
Net assets
$11,673,799
Revenue
$211,493
Expenses
$80,893
Net income
$130,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.19$7.37$7.18
2024Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.59$4.94$4.35
2023Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.63$0.08$0.55
2022Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.21$0.08$0.13
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.02$0.12$0.10
2020Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.08$0.15$0.07
2019Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.28$0.17$0.11
2018Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.24$0.18$0.06