Civic Intelligence

Gen Dynamics Advanced Tech Sys Rep Emplys Postretirement Health Benefit Trust

990 • Fiscal year 2020 • EIN 36-7237991

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 25, 2021

Organization ProfileN/A
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

20th percentile

0.00x

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

13th percentile

-16%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$102,664

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

27th percentile

1.7%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

14%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$103,955,974

Up $1,737,111 (+1.7%) from 2019

Net Assets

Up

$103,955,974

Up $1,737,111 (+1.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin13th percentile

Revenue

Up

$12,836,914

Up $1,569,429 (+14%) from 2019

Expenses

Down

$14,908,195

Down $1,284,297 (-7.9%) from 2019

Net Income

Up

-$2,071,281

Up $2,853,726 (+58%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$150M$100M$50M$0Assets 2010: $3,648,799Liabilities 2010: $0Net Assets 2010: $3,648,7992010Assets 2011: $3,947,755Liabilities 2011: $0Net Assets 2011: $3,947,7552011Assets 2012: $4,338,019Liabilities 2012: $0Net Assets 2012: $4,338,0192012Assets 2013: $5,433,588Liabilities 2013: $0Net Assets 2013: $5,433,5882013Assets 2014: $5,519,535Liabilities 2014: $8,806Net Assets 2014: $5,510,7292014Assets 2015: $5,432,090Liabilities 2015: $4,151Net Assets 2015: $5,427,9392015Assets 2017: $30,209,083Liabilities 2017: $0Net Assets 2017: $30,209,0832017Assets 2019: $102,218,863Liabilities 2019: $0Net Assets 2019: $102,218,8632019Assets 2020: $103,955,974Liabilities 2020: $0Net Assets 2020: $103,955,9742020Assets 2021: $104,439,191Liabilities 2021: $0Net Assets 2021: $104,439,1912021Assets 2022: $82,634,331Liabilities 2022: $0Net Assets 2022: $82,634,3312022Assets 2023: $74,550,742Liabilities 2023: $837,421Net Assets 2023: $73,713,3212023Assets 2024: $65,761,165Liabilities 2024: $0Net Assets 2024: $65,761,1652024

Highlighted filing

2020

Assets$103,955,974
Liabilities$0
Net Assets$103,955,974
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

$40M$20M$0-$20MExpenses 2010: $627,6422010Expenses 2011: $255,2322011Expenses 2012: $422,0502012Revenue 2013: $323,769Expenses 2013: $380,191Net Income 2013: -$56,4222013Revenue 2014: $424,871Expenses 2014: $648,710Net Income 2014: -$223,8392014Revenue 2015: $1,248,667Expenses 2015: $248,388Net Income 2015: $1,000,2792015Revenue 2017: $3,078,582Expenses 2017: $6,220,134Net Income 2017: -$3,141,5522017Revenue 2019: $11,267,485Expenses 2019: $16,192,492Net Income 2019: -$4,925,0072019Revenue 2020: $12,836,914Expenses 2020: $14,908,195Net Income 2020: -$2,071,2812020Revenue 2021: $15,120,294Expenses 2021: $15,761,646Net Income 2021: -$641,3522021Revenue 2022: $34,550,972Expenses 2022: $18,182,966Net Income 2022: $16,368,0062022Revenue 2023: $6,391,400Expenses 2023: $17,622,090Net Income 2023: -$11,230,6902023Revenue 2024: $5,580,872Expenses 2024: $12,153,202Net Income 2024: -$6,572,3302024

Highlighted filing

2020

Revenue$12,836,914
Expenses$14,908,195
Net Income-$2,071,281
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 25, 2021
Return Version
2020v4.1
Gross Receipts
$37,144,028
Mission and Program Overview

Mission

To provide employee health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$102,218,863$103,955,974▲ $1,737,111
Investments in Publicly Traded Securities$97,929,487$100,749,855▲ $2,820,368
Savings and Temporary Cash Investments$3,399,929$2,348,558▼ $1,051,371
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$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$102,218,863$103,955,974▲ $1,737,111
Other Assets Total$889,447$857,561▼ $31,886
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$102,218,863$103,955,974▲ $1,737,111
Total Liabilities and Net Assets / Fund Balance$102,218,863$103,955,974▲ $1,737,111
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
The Northern Trust CompanyTrustee$102,664$102,664
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,923,250
Investment Income
$7,856,457
Other Revenue
$1,057,207
Change in Net Assets
$-2,071,281
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,057,858
Salaries, Compensation, and Employee Benefits$102,664
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$11,747,673
Fees for Service Investment Mgmnt Fees---$147,805
Other Expenses---$130,304
Current Officers, Directors, Trustees, and Key Employees---$102,664
Fees for Services Accounting---$77,748
Fees for Services Other---$2,625
All Other Expenses---$83
Total Functional Expenses$0$0$0$14,908,195
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
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 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.”

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

“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, 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

“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 'the general dynamics is&t retiree 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 Retiree
EIN
36-7237991
In Care Of
% NORTHERN TRUST CO
Phone
7038763000
Address
C/O NORTHERN TRUST 50 S LASALLE ST, CHICAGO, IL 60603

Signing Officer

Name
Elizabeth Nehf
Title
Sr. Vice President
Phone
3125572840
Signed
2021-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randall Miller
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 Appendix378 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 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW 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, 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/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 'THE GENERAL DYNAMICS IS&T RETIREE 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/ExplanationTxt3METHOD 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, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 1
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0131673581
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TECHNOLOGY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0GENERAL DYNAMICS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt011011 SUNSET HILLS ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0RESTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd020190
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransferToOtherOrgInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0102218863
IRS990/TotalAssetsEOYAmt0103955974
IRS990/TotalAssetsGrp/BOYAmt0102218863
IRS990/TotalAssetsGrp/EOYAmt0103955974
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt014908195
IRS990/TotalGrossUBIAmt05518523
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0103955974
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IRS990/TotalProgramServiceRevenueAmt03923250
IRS990/TotalReportableCompFromOrgAmt0102664
IRS990/TotalRevenueGrp/ExclusionAmt01057207
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06261184
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012836914
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05518523
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0102218863
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0103955974
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011011 SUNSET HILLS ROAD
IRS990/USAddress/CityNm0RESTON
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd020190
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH NEHF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR. VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03125572840
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GENERAL DYNAMICS IS&T RETIREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0367237991
ReturnHeader/Filer/InCareOfNm0% NORTHERN TRUST CO
ReturnHeader/Filer/PhoneNum07038763000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O NORTHERN TRUST 50 S LASALLE ST
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
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/ReturnTs02021-10-26T14:24:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEHF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,955,974
Liabilities
$0
Net assets
$103,955,974
Revenue
$12,836,914
Expenses
$14,908,195
Net income
-$2,071,281
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.8$0.00$65.8$5.58$12.2$6.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.6$0.84$73.7$6.39$17.6$11.2
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.6$0.00$82.6$34.6$18.2$16.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$0.00$104$15.1$15.8$0.64
2020Detailed filing. Detailed filing data is available for this year.$104$0.00$104$12.8$14.9$2.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$102$0.00$102$11.3$16.2$4.93
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$0.00$30.2$3.08$6.22$3.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.00$5.43$1.25$0.25$1.00
2014Detailed filing. Detailed filing data is available for this year.$5.52$0.01$5.51$0.42$0.65$0.22
2013Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.32$0.38$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.00$4.34$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.00$3.95$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.00$3.65$0.63