Civic Intelligence

Avaya Inc Represented Employees' Postretirement Health Benefits Trust

990 • Fiscal year 2023 • EIN 36-7364496

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

Organization ProfileN/A

View Organization Page

350 MT Kemble AveMorristown, NJ 07960

(908) 953-3774

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

5th percentile

-196%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$8,762

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 34.3% of source-year revenue.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Asset Growth

45th percentile

4.7%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$7,946,990

Up $360,257 (+4.7%) from 2022

Net Assets

Up

$7,946,990

Up $372,220 (+4.9%) from 2022

Liabilities

Down

$0

Down $11,963 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

Down

$25,555

Down $7,289,609 (-100%) from 2022

Expenses

Down

$75,554

Down $8,388,732 (-99%) from 2022

Net Income

Up

-$49,999

Up $1,099,123 (+96%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$150M$100M$50M$0Assets 2010: $84,197,909Liabilities 2010: $970,049Net Assets 2010: $83,227,8602010Assets 2011: $93,532,204Liabilities 2011: $18,123Net Assets 2011: $93,514,0812011Assets 2012: $101,768,522Liabilities 2012: $15,671Net Assets 2012: $101,752,8512012Assets 2013: $102,727,842Liabilities 2013: $93,168Net Assets 2013: $102,634,6742013Assets 2014: $99,251,007Liabilities 2014: $65,252Net Assets 2014: $99,185,7552014Assets 2015: $82,328,172Liabilities 2015: $173,148Net Assets 2015: $82,155,0242015Assets 2016: $76,205,426Liabilities 2016: $72,263Net Assets 2016: $76,133,1632016Assets 2017: $78,614,641Liabilities 2017: $34,508Net Assets 2017: $78,580,1332017Assets 2018: $70,174,414Liabilities 2018: $69,406Net Assets 2018: $70,105,0082018Assets 2019: $76,978,004Liabilities 2019: $37,248Net Assets 2019: $76,940,7562019Assets 2020: $81,457,983Liabilities 2020: $24,374Net Assets 2020: $81,433,6092020Assets 2021: $11,158,632Liabilities 2021: $0Net Assets 2021: $11,158,6322021Assets 2022: $7,586,733Liabilities 2022: $11,963Net Assets 2022: $7,574,7702022Assets 2023: $7,946,990Liabilities 2023: $0Net Assets 2023: $7,946,9902023Assets 2024: $7,836,464Liabilities 2024: $0Net Assets 2024: $7,836,4642024

Highlighted filing

2023

Assets$7,946,990
Liabilities$0
Net Assets$7,946,990
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $47,767,6342010Expenses 2011: $43,694,5732011Expenses 2012: $47,197,8662012Revenue 2013: $45,491,939Expenses 2013: $47,388,934Net Income 2013: -$1,896,9952013Revenue 2014: $39,768,522Expenses 2014: $47,198,070Net Income 2014: -$7,429,5482014Revenue 2015: $27,566,743Expenses 2015: $42,133,405Net Income 2015: -$14,566,6622015Revenue 2016: $35,852,937Expenses 2016: $44,538,154Net Income 2016: -$8,685,2172016Revenue 2017: $9,203,433Expenses 2017: $13,332,096Net Income 2017: -$4,128,6632017Revenue 2018: $10,300,034Expenses 2018: $14,396,079Net Income 2018: -$4,096,0452018Revenue 2019: $11,170,584Expenses 2019: $14,664,352Net Income 2019: -$3,493,7682019Revenue 2020: $9,841,202Expenses 2020: $12,883,255Net Income 2020: -$3,042,0532020Revenue 2021: $49,188,914Expenses 2021: $9,928,303Net Income 2021: $39,260,6112021Revenue 2022: $7,315,164Expenses 2022: $8,464,286Net Income 2022: -$1,149,1222022Revenue 2023: $25,555Expenses 2023: $75,554Net Income 2023: -$49,9992023Revenue 2024: $25,325Expenses 2024: $87,993Net Income 2024: -$62,6682024

Highlighted filing

2023

Revenue$25,555
Expenses$75,554
Net Income-$49,999
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Gross Receipts
$99,107
Mission and Program Overview

Mission

To provide funding for the payment of post-retirement benefits to retired employees of avaya inc.

To provide funding for payment of post-retirement benefits to retired employees of avaya inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,586,733$7,946,990▲ $360,257
Rtn Earn Endowment Incm Other Fnds$7,574,770$7,946,990▲ $372,220
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,586,733$7,946,990▲ $360,257
Liabilities
Accounts Payable and Accrued Expenses$11,963--
Total Liabilities$11,963$0▼ $11,963
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,574,770$7,946,990▲ $372,220
Total Liabilities and Net Assets / Fund Balance$7,586,733$7,946,990▲ $360,257
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
-Trustee$8,762$8,762
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$25,555
Other Revenue
$0
Change in Net Assets
$-49,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,762
Other Expenses$5,792
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$61,000
Fees for Services Other---$43,396
Fees for Service Investment Mgmnt Fees---$21,300
Current Officers, Directors, Trustees, and Key Employees---$8,762
Fees for Services Accounting---$33
Other Expenses---$-58,937
Total Functional Expenses$0$0$0$75,554
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
Audit committee
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust operates for the exclusive purpose of funding health benefit payments sponsored by avaya inc. The trust does not operate independently with respect to conducting business and, as such, does not hold board meetings. All administrative activities involved with respect to the trust are facilitated by the pension and benefit investment committee of avaya inc.”

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

“A member of the pension and benefit investment committee of avaya inc. Reviews the form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“There are no documents available to the public”

Filing and Contact Details

Filer

Filer Name
AVAYA INC REPRESENTED EMPLOYEES'
EIN
36-7364496
Phone
9089533774
Address
350 MT KEMBLE AVE, MORRISTOWN, NJ 07960

Signing Officer

Name
Monica Gumapac
Title
Officer
Phone
9089533774
Signed
2024-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monica Gumapac
Formed
2001
Legal Domicile
Nj
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Eisner Advisory Group LLC
Address
111 WOOD AVENUE SOUTH, ISELIN, NJ 08830-2700
Preparer
Paul Dougherty
Phone
7322437000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees 43,396.”

FORM 990, PART XI, LINE 9:

“Trust to trust transfers -205,491.”

Raw XML Appendix278 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.

Path#Value
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IRS990/GrantsToIndividualsInd00
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IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07586733
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST OPERATES FOR THE EXCLUSIVE PURPOSE OF FUNDING HEALTH BENEFIT PAYMENTS SPONSORED BY AVAYA INC. THE TRUST DOES NOT OPERATE INDEPENDENTLY WITH RESPECT TO CONDUCTING BUSINESS AND, AS SUCH, DOES NOT HOLD BOARD MEETINGS. ALL ADMINISTRATIVE ACTIVITIES INVOLVED WITH RESPECT TO THE TRUST ARE FACILITATED BY THE PENSION AND BENEFIT INVESTMENT COMMITTEE OF AVAYA INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A MEMBER OF THE PENSION AND BENEFIT INVESTMENT COMMITTEE OF AVAYA INC. REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER PROFESSIONAL FEES 43,396.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUST TO TRUST TRANSFERS -205,491.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
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ReturnHeader/ReturnTs02024-05-29T15:55:56-05:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,946,990
Liabilities
$0
Net assets
$7,946,990
Revenue
$25,555
Expenses
$75,554
Net income
-$49,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.03$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.03$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$7.59$0.01$7.57$7.32$8.46$1.15
2021Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$49.2$9.93$39.3
2020Detailed filing. Detailed filing data is available for this year.$81.5$0.02$81.4$9.84$12.9$3.04
2019Detailed filing. Detailed filing data is available for this year.$77.0$0.04$76.9$11.2$14.7$3.49
2018Detailed filing. Detailed filing data is available for this year.$70.2$0.07$70.1$10.3$14.4$4.10
2017Detailed filing. Detailed filing data is available for this year.$78.6$0.03$78.6$9.20$13.3$4.13
2016Detailed filing. Detailed filing data is available for this year.$76.2$0.07$76.1$35.9$44.5$8.69
2015Detailed filing. Detailed filing data is available for this year.$82.3$0.17$82.2$27.6$42.1$14.6
2014Detailed filing. Detailed filing data is available for this year.$99.3$0.07$99.2$39.8$47.2$7.43
2013Detailed filing. Detailed filing data is available for this year.$103$0.09$103$45.5$47.4$1.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$102$0.02$102$47.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.5$0.02$93.5$43.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.2$0.97$83.2$47.8