Civic Intelligence

General Dynamics Adv Tech Sys Inc Mgmt & Nonrep Employees Postrtmt Hlth Trust

990 • Fiscal year 2015 • EIN 36-7231076

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 21, 2016

Organization ProfileNONE
C/O Northern Trust 50 S Lasalle StChicago, IL 60603

(703) 876-3000

Siviq Scores

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

Liabilities / Assets

55th percentile

0.06x

Higher debt load relative to assets than 55% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.22x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Net Margin

96th percentile

91%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

59th percentile

$47,789

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Asset Growth

62nd percentile

6.0%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

514%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$31,288,191

Up $1,757,757 (+6.0%) from 2014

Net Assets

Down

$29,423,175

Down $107,259 (-0.4%) from 2014

Liabilities

Up

$1,865,016

Up $1,865,016 from 2014

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin96th percentile

Revenue

Up

$8,664,014

Up $7,252,721 (+514%) from 2014

Expenses

Down

$797,561

Down $136,625 (-15%) from 2014

Net Income

Up

$7,866,453

Up $7,389,346 (+1549%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$40M$30M$20M$10M$0Assets 2010: $17,714,644Liabilities 2010: $0Net Assets 2010: $17,714,6442010Assets 2011: $17,897,853Liabilities 2011: $0Net Assets 2011: $17,897,8532011Assets 2012: $20,060,350Liabilities 2012: $0Net Assets 2012: $20,060,3502012Assets 2013: $26,070,427Liabilities 2013: $0Net Assets 2013: $26,070,4272013Assets 2014: $29,530,434Liabilities 2014: $0Net Assets 2014: $29,530,4342014Assets 2015: $31,288,191Liabilities 2015: $1,865,016Net Assets 2015: $29,423,1752015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2015

Assets$31,288,191
Liabilities$1,865,016
Net Assets$29,423,175
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,089,9862010Expenses 2011: $1,161,2322011Expenses 2012: $1,768,6522012Revenue 2013: $1,500,830Expenses 2013: $1,410,493Net Income 2013: $90,3372013Revenue 2014: $1,411,293Expenses 2014: $934,186Net Income 2014: $477,1072014Revenue 2015: $8,664,014Expenses 2015: $797,561Net Income 2015: $7,866,4532015Revenue 2016: $831,532Expenses 2016: $3,025,372Net Income 2016: -$2,193,8402016

Highlighted filing

2015

Revenue$8,664,014
Expenses$797,561
Net Income$7,866,453
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 21, 2016
Return Version
2015v2.1
Gross Receipts
$21,241,158
Mission and Program Overview

Mission

Employee health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$29,530,434$29,423,175▼ $107,259
Savings and Temporary Cash Investments$149,248$17,065,349▲ $16,916,101
Investments in Publicly Traded Securities$29,341,202$14,163,220▼ $15,177,982
Cash and Non-Interest-Bearing Accounts$0$0→ $0
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
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$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$29,530,434$31,288,191▲ $1,757,757
Other Assets Total$39,984$59,622▲ $19,638
Liabilities
Other Liabilities$0$1,865,016▲ $1,865,016
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
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$1,865,016▲ $1,865,016
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,530,434$29,423,175▼ $107,259
Total Liabilities and Net Assets / Fund Balance$29,530,434$31,288,191▲ $1,757,757
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
The Northern Trust CompanyTrustee$47,789$47,789
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$382,818
Investment Income
$8,288,502
Other Revenue
$-7,306
Change in Net Assets
$7,866,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$276,264
Salaries, Compensation, and Employee Benefits$47,789
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$473,508
Current Officers, Directors, Trustees, and Key Employees---$47,789
Fees for Services Accounting---$33,277
Fees for Service Investment Mgmnt Fees---$13,233
Other Expenses---$1,983
Fees for Services Other---$282
All Other Expenses---$75
Total Functional Expenses$0$0$0$797,561
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
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pending Trades$1,865,016
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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

Form 990, Part VI, Section A, Line 8

“MEETINGS HELD AND ACTIONS TAKEN Northern Trust Company is the institutional trustee of this Voluntary Employees' Beneficiary Association under IRC 501(c)(9) formed to fund certain welfare benefits of current and former employees of General Dynamics. There are no meetings of the governing body or committees to document. Part VI, Section B, Line, 12-15 These questions are not applicable to the trust. Additionally, the trust does not have any employees, therefore, no processes related to employee compensation are in place.”

FORM 990, PART VI, SECTION B, LINE 11A

“REVIEW OF FORM 990 An accounting firm prepares Forms 990 from data provided by trustee Northern Trust Company. The returns are reviewed by Human Capital Processes group at General Dynamics. The return is sent to the Trustee before filing for signature.”

Form 990, Part VI, Line 19

“DOCUMENTS As a 501(c)(9) organization, the Trust is not required to make the documents referenced in question 19 available to the general public. FORM 990, PART VII, SECTION A, lINE 1, COL B Average hours per week devoted to position As Trustee, Northern Trust provides administrative services such as acting as investment manager for 'GENERAL DYNAMICS ADV TECH SYS INC MGMT & NONREP EMPLOYEES POSTRTMT HLTH TRUST'. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis, but are calculated based upon factors such as the market value of the account and in accordance with the Northern Trust's agreement with 'GENERAL DYNAMICS'.”

Filing and Contact Details

Filer

Filer Name
General Dynamics Adv Tech Sys Inc
EIN
36-7231076
In Care Of
% NORTHERN TRUST CO
Phone
7038763000
Address
C/O NORTHERN TRUST 50 S LASALLE ST, CHICAGO, IL 60603

Signing Officer

Name
Tammi a Kozlowski
Title
Vice President
Phone
3125572840
Signed
2016-07-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Ohrnberger
Formed
1997
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE STE 4000, INDIANAPOLIS, IN 46204
Preparer
Janice K Martin
Phone
3176817000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“Method of accounting modified cash.”

Raw XML Appendix364 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/ExplanationTxt0MEETINGS HELD AND ACTIONS TAKEN Northern Trust Company is the institutional trustee of this Voluntary Employees' Beneficiary Association under IRC 501(c)(9) formed to fund certain welfare benefits of current and former employees of General Dynamics. There are no meetings of the governing body or committees to document. Part VI, Section B, Line, 12-15 These questions are not applicable to the trust. Additionally, the trust does not have any employees, therefore, no processes related to employee compensation are in place.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW OF FORM 990 An accounting firm prepares Forms 990 from data provided by trustee Northern Trust Company. The returns are reviewed by Human Capital Processes group at General Dynamics. The return is sent to the Trustee before filing for signature.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS As a 501(c)(9) organization, the Trust is not required to make the documents referenced in question 19 available to the general public. FORM 990, PART VII, SECTION A, lINE 1, COL B Average hours per week devoted to position As Trustee, Northern Trust provides administrative services such as acting as investment manager for 'GENERAL DYNAMICS ADV TECH SYS INC MGMT & NONREP EMPLOYEES POSTRTMT HLTH TRUST'. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis, but are calculated based upon factors such as the market value of the account and in accordance with the Northern Trust's agreement with 'GENERAL DYNAMICS'.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3METHOD OF ACCOUNTING MODIFIED CASH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 1
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMI A KOZLOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
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ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-21
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ReturnHeader/ReturnTs02016-10-10T15:16:46-05:00
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ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,288,191
Liabilities
$1,865,016
Net assets
$29,423,175
Revenue
$8,664,014
Expenses
$797,561
Net income
$7,866,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.83$3.03$2.19
2015Detailed filing. Detailed filing data is available for this year.$31.3$1.87$29.4$8.66$0.80$7.87
2014Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$1.41$0.93$0.48
2013Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$1.50$1.41$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.1$0.00$20.1$1.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$0.00$17.9$1.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$0.00$17.7$1.09