Liabilities / Assets
23rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Gen Dynamics Advanced Tech Sys Rep Emplys Postretirement Health Benefit Trust
990 • Fiscal year 2013 • EIN 36-7237991
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
25th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
51st percentile
Higher top officer pay than 51% of similar nonprofits.
Top officer pay equals 0.9% of source-year revenue.
Asset Growth
84th percentile
Faster asset growth than 84% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$5,433,588
Up $1,095,569 (+25%) from 2012
Net Assets
Up$5,433,588
Up $1,095,569 (+25%) from 2012
Liabilities
Flat$0
Flat from 2012
Revenue And Expenses
Revenue
$323,769
No earlier filing loaded for comparison.
Expenses
Down$380,191
Down $41,859 (-9.9%) from 2012
Net Income
-$56,422
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Oct 1, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $480,203
Mission and Program Overview
Mission
To provide employee health and welfare benefits
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $4,338,019 | $5,433,588 | ▲ $1,095,569 |
| Investments in Publicly Traded Securities | $4,184,423 | $5,333,972 | ▲ $1,149,549 |
| Savings and Temporary Cash Investments | $153,578 | $99,614 | ▼ $53,964 |
| 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 | $4,338,019 | $5,433,588 | ▲ $1,095,569 |
| Other Assets Total | $18 | $2 | ▼ $16 |
| 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 | $4,338,019 | $5,433,588 | ▲ $1,095,569 |
| Total Liabilities and Net Assets / Fund Balance | $4,338,019 | $5,433,588 | ▲ $1,095,569 |
Compensation and Service Providers
Employees
| Name | Title | Base | Total |
|---|---|---|---|
| The Northern Trust Company | Trustee | $2,950 | $2,950 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $150,663
- Investment Income
- $173,106
- Other Revenue
- $0
- Change in Net Assets
- $-56,422
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $39,964 |
| Salaries, Compensation, and Employee Benefits | $2,950 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $337,277 |
| Fees for Services Accounting | - | - | - | $27,346 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $2,950 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $226 |
| Fees for Services Legal | - | - | - | $97 |
| Other Expenses | - | - | - | $10 |
| Total Functional Expenses | $0 | $0 | $0 | $380,191 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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 Item | Beginning | End | Change |
|---|---|---|---|
| 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
- 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 BY GOVERNING BODY 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 Form 990 from data provided by trustee Northern Trust Company. The return is 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 'GEN DYNAMICS ADVANCED TECH SYS REP EMPLYS POSTRETIREMENT HEALTH BENEFIT 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
- EIN
- 36-7237991
- In Care Of
- % NORTHERN TRUST CO
- Phone
- 7038763000
Signing Officer
- Name
- Tammi A Kozlowski
- Title
- Vice President
- Signed
- 2014-10-01
Organization Details
- Principal Officer
- Henry C Eickelberg
- Formed
- 1997
- Legal Domicile
- Wi
- Voting Board Members
- 1
- Independent Board Members
- 0
- Employees
- 0
- Volunteers
- 0
Preparer
- Preparer
- Janice K Martin
- Phone
- 3176817000
Supplemental Narrative
Additional Explanations
Form 990, Part XII, Line 1
“Method of accounting modified cash.”
Raw XML Appendix352 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/ExplanationTxt | 0 | MEETINGS HELD AND ACTIONS TAKEN BY GOVERNING BODY 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/ExplanationTxt | 1 | REVIEW OF FORM 990 An accounting firm prepares Form 990 from data provided by trustee Northern Trust Company. The return is reviewed by Human Capital Processes group at General Dynamics. The return is sent to the Trustee before filing for signature. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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 'GEN DYNAMICS ADVANCED TECH SYS REP EMPLYS POSTRETIREMENT HEALTH BENEFIT 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/ExplanationTxt | 3 | METHOD OF ACCOUNTING MODIFIED CASH. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART XII, LINE 1 |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1 | 0 | GENERAL DYNAMICS |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City | 0 | FALLS CHURCH |
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| IRS990/TotalOtherCompensationAmt | 0 | 0 |
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| IRS990/TotalReportableCompFromOrgAmt | 0 | 2950 |
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| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Tammi A Kozlowski |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Vice President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-10-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | GEN DYNAMICS ADVANCED TECH SYS REP |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | EMPLYS POSTRETIREMENT HEALTH BENEFIT TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | GEND |
| ReturnHeader/Filer/EIN | 0 | 367237991 |
| ReturnHeader/Filer/InCareOfNm | 0 | % NORTHERN TRUST CO |
| ReturnHeader/Filer/PhoneNum | 0 | 7038763000 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | C/O NORTHERN TRUST CO 50 S LASALLE |
| ReturnHeader/Filer/USAddress/AddressLine2 | 0 | Suite BB-11 |
| ReturnHeader/Filer/USAddress/City | 0 | CHICAGO |
| ReturnHeader/Filer/USAddress/State | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 60603 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | ERNST & YOUNG US LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 111 MONUMENT CIRCLE STE 4000 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | INDIANAPOLIS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | IN |
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| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3176817000 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JANICE K MARTIN |
| ReturnHeader/ReturnTs | 0 | 2014-10-02T20:59:51-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $5,433,588
- Liabilities
- $0
- Net assets
- $5,433,588
- Revenue
- $323,769
- Expenses
- $380,191
- Net income
- -$56,422