Civic Intelligence

General Dynamics Adv Tech Inc Postretirement Life Ins Benefits Trust

990 • Fiscal year 2024 • EIN 36-7237990

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 29, 2025

Organization ProfileN/A
11011 Sunset Hills RdReston, VA 20190-5311

(703) 876-3000

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.10x

Higher debt load relative to revenue than 63% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$17,907

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

349%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$32,729,994

Up $4,623,227 (+16%) from 2023

Net Assets

Up

$32,383,662

Up $4,376,561 (+16%) from 2023

Liabilities

Up

$346,332

Up $246,666 (+247%) from 2023

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin97th percentile

Revenue

Up

$3,373,511

Up $2,622,039 (+349%) from 2023

Expenses

Up

$705,745

Up $15,824 (+2.3%) from 2023

Net Income

Up

$2,667,766

Up $2,606,215 (+4234%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$40M$30M$20M$10M$0Assets 2010: $4,276,349Liabilities 2010: $0Net Assets 2010: $4,276,3492010Assets 2011: $4,521,012Liabilities 2011: $0Net Assets 2011: $4,521,0122011Assets 2012: $5,119,539Liabilities 2012: $0Net Assets 2012: $5,119,5392012Assets 2013: $6,700,294Liabilities 2013: $0Net Assets 2013: $6,700,2942013Assets 2014: $7,521,224Liabilities 2014: $11,937Net Assets 2014: $7,509,2872014Assets 2015: $7,311,326Liabilities 2015: $134,550Net Assets 2015: $7,176,7762015Assets 2016: $7,381,278Liabilities 2016: $10,303Net Assets 2016: $7,370,9752016Assets 2017: $8,392,799Liabilities 2017: $8,891Net Assets 2017: $8,383,9082017Assets 2019: $25,131,275Liabilities 2019: $28,991Net Assets 2019: $25,102,2842019Assets 2020: $27,529,780Liabilities 2020: $28,011Net Assets 2020: $27,501,7692020Assets 2021: $31,791,339Liabilities 2021: $28,787Net Assets 2021: $31,762,5522021Assets 2022: $24,665,896Liabilities 2022: $0Net Assets 2022: $24,665,8962022Assets 2023: $28,106,767Liabilities 2023: $99,666Net Assets 2023: $28,007,1012023Assets 2024: $32,729,994Liabilities 2024: $346,332Net Assets 2024: $32,383,6622024

Highlighted filing

2024

Assets$32,729,994
Liabilities$346,332
Net Assets$32,383,662
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $219,1742010Expenses 2011: $221,0932011Expenses 2012: $207,2762012Revenue 2013: $473,514Expenses 2013: $256,566Net Income 2013: $216,9482013Revenue 2014: $519,115Expenses 2014: $293,462Net Income 2014: $225,6532014Revenue 2015: $703,804Expenses 2015: $451,581Net Income 2015: $252,2232015Revenue 2016: $338,241Expenses 2016: $488,282Net Income 2016: -$150,0412016Revenue 2017: $419,272Expenses 2017: $354,878Net Income 2017: $64,3942017Revenue 2019: $1,395,481Expenses 2019: $1,020,770Net Income 2019: $374,7112019Revenue 2020: $1,761,004Expenses 2020: $1,309,115Net Income 2020: $451,8892020Revenue 2021: $3,071,788Expenses 2021: $1,363,199Net Income 2021: $1,708,5892021Revenue 2022: $10,648,416Expenses 2022: $2,752,648Net Income 2022: $7,895,7682022Revenue 2023: $751,472Expenses 2023: $689,921Net Income 2023: $61,5512023Revenue 2024: $3,373,511Expenses 2024: $705,745Net Income 2024: $2,667,7662024

Highlighted filing

2024

Revenue$3,373,511
Expenses$705,745
Net Income$2,667,766
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.2
Gross Receipts
$14,958,150
Mission and Program Overview

Mission

Health & welfare benefits.

To provide employee health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$28,007,101$32,383,662▲ $4,376,561
Investments in Publicly Traded Securities$27,599,244$32,048,147▲ $4,448,903
Savings and Temporary Cash Investments$403,951$315,082▼ $88,869
Cash and Non-Interest-Bearing Accounts$0$9▲ $9
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$0→ $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$28,106,767$32,729,994▲ $4,623,227
Other Assets Total$103,572$366,756▲ $263,184
Liabilities
Other Liabilities$99,666$346,332▲ $246,666
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$99,666$346,332▲ $246,666
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,007,101$32,383,662▲ $4,376,561
Total Liabilities and Net Assets / Fund Balance$28,106,767$32,729,994▲ $4,623,227
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
The Northern Trust CompanyTrustee$17,907$17,907
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$286
Investment Income
$1,244,068
Other Revenue
$2,129,157
Change in Net Assets
$2,667,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$687,838
Salaries, Compensation, and Employee Benefits$17,907
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting---$66,158
Current Officers, Directors, Trustees, and Key Employees---$17,907
Fees for Service Investment Mgmnt Fees---$9,470
Fees for Services Other---$4,535
Other Expenses---$10
Total Functional Expenses$0$0$0$705,745
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pending Trades$346,332
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
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 undertaken by governing body northern trust company is the institutional trustee of this voluntary employees' beneficiary association under irc 501(c)(9), which was 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.”

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

“Review of form 990 an accounting firm prepares forms 990 from data provided by trustee northern trust company. The returns are reviewed by the human capital processes group at general dynamics. The returns are sent to the trustee before filing for signature.”

Form 990, 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, Line 19

“Availability of governing documents, conflict of interest policy, and financial statements to general public 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 the general dynamics is&t postretirement life insurance benefits 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
The General Dynamics Is&t Postretirement
EIN
36-7237990
In Care Of
% NORTHERN TRUST CO
Phone
7038763000
Address
11011 SUNSET HILLS RD, RESTON, VA 20190-5311

Signing Officer

Name
Betsy L Campbell
Title
Sr. Vice President
Phone
3125577328
Signed
2025-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Macphail
Formed
1997
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Morgan Eads
Phone
3128792000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“Method of accounting modified cash.”

Raw XML Appendix380 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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IRS990ScheduleD/TotalLiabilityAmt0346332
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS HELD AND ACTIONS UNDERTAKEN BY GOVERNING BODY NORTHERN TRUST COMPANY IS THE INSTITUTIONAL TRUSTEE OF THIS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION UNDER IRC 501(C)(9), WHICH WAS 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.
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 THE HUMAN CAPITAL PROCESSES GROUP AT GENERAL DYNAMICS. THE RETURNS ARE SENT TO THE TRUSTEE BEFORE FILING FOR SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE 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/ExplanationTxt3AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO GENERAL PUBLIC AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVERAGE HOURS PER WEEK DEVOTED TO POSITION AS TRUSTEE, NORTHERN TRUST PROVIDES ADMINISTRATIVE SERVICES, SUCH AS ACTING AS INVESTMENT MANAGER FOR THE GENERAL DYNAMICS IS&T POSTRETIREMENT LIFE INSURANCE BENEFITS 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/ExplanationTxt5METHOD OF ACCOUNTING MODIFIED CASH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1, COL B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03373511
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032729994
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETSY L CAMPBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR. VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03125577328
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GENERAL DYNAMICS IS&T POSTRETIREMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LIFE INSURANCE BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GENE
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ReturnHeader/Filer/InCareOfNm0% NORTHERN TRUST CO
ReturnHeader/Filer/PhoneNum07038763000
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN EADS
ReturnHeader/ReturnTs02025-08-07T11:36:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,729,994
Liabilities
$346,332
Net assets
$32,383,662
Revenue
$3,373,511
Expenses
$705,745
Net income
$2,667,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.7$0.35$32.4$3.37$0.71$2.67
2023Detailed filing. Detailed filing data is available for this year.$28.1$0.10$28.0$0.75$0.69$0.06
2022Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$10.6$2.75$7.90
2021Detailed filing. Detailed filing data is available for this year.$31.8$0.03$31.8$3.07$1.36$1.71
2020Detailed filing. Detailed filing data is available for this year.$27.5$0.03$27.5$1.76$1.31$0.45
2019Detailed filing. Detailed filing data is available for this year.$25.1$0.03$25.1$1.40$1.02$0.37
2017Detailed filing. Detailed filing data is available for this year.$8.39$0.01$8.38$0.42$0.35$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.38$0.01$7.37$0.34$0.49$0.15
2015Detailed filing. Detailed filing data is available for this year.$7.31$0.13$7.18$0.70$0.45$0.25
2014Detailed filing. Detailed filing data is available for this year.$7.52$0.01$7.51$0.52$0.29$0.23
2013Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.47$0.26$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$0.00$5.12$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$0.00$4.52$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.00$4.28$0.22