Civic Intelligence

Voluntary Benefit Trust for Airline

EIN 37-1611873 • 501(c)9 • Canton, GA

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Profile

To arrange for the provision of health insurance and related benefit plans (such as medical, prescription drug, dental, vision care, and life insurance) for the beneficiaries

123 Ridgemoor TraceCanton, GA 30115

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

4.1%

Higher net margin than 67% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

78th percentile

$500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

1.0%

Faster asset growth than 77% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

91%

Faster revenue growth than 93% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$52,278

Up $504 (+1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$52,278

Up $504 (+1.0%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin67th percentile

Revenue

Up

$12,420

Up $5,930 (+91%) from 2023

Expenses

Down

$11,916

Down $9,251 (-44%) from 2023

Net Income

Up

$504

Up $15,181 (+103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $33,157Liabilities 2011: $02011Assets 2012: $332,380Liabilities 2012: $0Net Assets 2012: $332,3802012Assets 2013: $274,931Liabilities 2013: $02013Assets 2014: $115,473Liabilities 2014: $0Net Assets 2014: $115,4732014Assets 2015: $84,864Liabilities 2015: $0Net Assets 2015: $84,8642015Assets 2016: $82,580Liabilities 2016: $0Net Assets 2016: $82,5802016Assets 2017: $95,583Liabilities 2017: $0Net Assets 2017: $95,5832017Assets 2018: $80,327Liabilities 2018: $0Net Assets 2018: $80,3272018Assets 2019: $98,338Liabilities 2019: $0Net Assets 2019: $98,3382019Assets 2020: $87,714Liabilities 2020: $0Net Assets 2020: $87,7142020Assets 2021: $81,587Liabilities 2021: $0Net Assets 2021: $81,5872021Assets 2022: $66,451Liabilities 2022: $0Net Assets 2022: $66,4512022Assets 2023: $51,774Liabilities 2023: $0Net Assets 2023: $51,7742023Assets 2024: $52,278Liabilities 2024: $0Net Assets 2024: $52,2782024

Highlighted filing

2024

Assets$52,278
Liabilities$0
Net Assets$52,278
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $44,609Expenses 2011: $11,452Net Income 2011: $33,1572011Revenue 2012: $321,146Expenses 2012: $21,923Net Income 2012: $299,2232012Revenue 2013: $61,157Expenses 2013: $118,606Net Income 2013: -$57,4492013Revenue 2014: $5,759Expenses 2014: $165,217Net Income 2014: -$159,4582014Revenue 2015: $0Expenses 2015: $30,609Net Income 2015: -$30,6092015Revenue 2016: $12,620Expenses 2016: $14,904Net Income 2016: -$2,2842016Revenue 2017: $26,882Expenses 2017: $13,879Net Income 2017: $13,0032017Revenue 2018: $29,300Expenses 2018: $44,556Net Income 2018: -$15,2562018Revenue 2019: $36,880Expenses 2019: $18,869Net Income 2019: $18,0112019Revenue 2020: $19,440Expenses 2020: $30,064Net Income 2020: -$10,6242020Revenue 2021: $15,360Expenses 2021: $21,487Net Income 2021: -$6,1272021Revenue 2022: $13,160Expenses 2022: $28,296Net Income 2022: -$15,1362022Revenue 2023: $6,490Expenses 2023: $21,167Net Income 2023: -$14,6772023Revenue 2024: $12,420Expenses 2024: $11,916Net Income 2024: $5042024

Highlighted filing

2024

Revenue$12,420
Expenses$11,916
Net Income$504
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$52,278
Liabilities
$0
Net assets
$52,278
Revenue
$12,420
Expenses
$11,916
Net income
$504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.12$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.06$0.21$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.13$0.28$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.15$0.21$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.19$0.30$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.37$0.19$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.29$0.45$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.27$0.14$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.13$0.15$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.00$0.31$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$1.65$1.59
2013Summary only. Only limited summary data is available for this year.$2.75$0.00$0.61$1.19$0.57
2012Summary only. Only limited summary data is available for this year.$3.32$0.00$3.32$3.21$0.22$2.99
2011Summary only. Only limited summary data is available for this year.$0.33$0.00$0.45$0.11$0.33
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 25, 2024
Return Version
2023v5.1
Gross Receipts
$6,490
Mission and Program Overview

Mission

To arrange for the provision of health insurance and related benefit plans (such as medical, prescription drug, dental, vision care, and life insurance) for the beneficiaries

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION ARRANGED FOR THE PROVISION OF HEALTH INSURANCE AND RELATED BENEFIT PLANS FOR APPROXIMATELY 300 BENEFICIARIES DURING THE YEAR.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE LEATHERBURYChairman-$1,500-$1,500
MICHAEL COXSecretary-$1,500-$1,500
ANTHONY PIACENTINOAt Large-$1,500-$1,500
ROBERT BENHAMAt Large-$1,500-$1,500
ROGER ROSSTreasurer-$1,500-$1,500
WILL BUERGEYAt Large-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Voluntary Benefit Trust for Airline
EIN
37-1611873
Phone
6785225225
Address
123 RIDGEMOOR TRACE, CANTON, GA 30115

Signing Officer

Name
Roger Ross
Title
Treasurer
Phone
7702714549
Signed
2024-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
200 GALLERIA PKWY STE 1700, ATLANTA, GA 30339
Preparer
Dana E Boyer
Phone
7709558600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: e&o insurance expense. Amount: 6,549. Description: office expense . Amount: 58. Total to form 990-ez, line 16: 6,607.”

Raw XML Appendix127 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0ROGER ROSS
IRS990EZ/BooksInCareOfDetail/PhoneNum06785225225
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0123 RIDGEMOOR TRACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CANTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt066451
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051774
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-14677
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05560
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066451
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051774
IRS990EZ/GrossReceiptsAmt06490
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066451
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051774
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066451
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051774
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GEORGE LEATHERBURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANTHONY PIACENTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT BENHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROGER ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILL BUERGEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AT LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06607
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ARRANGE FOR THE PROVISION OF HEALTH INSURANCE AND RELATED BENEFIT PLANS (SUCH AS MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION CARE, AND LIFE INSURANCE) FOR THE BENEFICIARIES
IRS990EZ/ProgramServiceRevenueAmt06490
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION ARRANGED FOR THE PROVISION OF HEALTH INSURANCE AND RELATED BENEFIT PLANS FOR APPROXIMATELY 300 BENEFICIARIES DURING THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt09000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt021167
IRS990EZ/TotalRevenueAmt06490
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: E&O INSURANCE EXPENSE. AMOUNT: 6,549. DESCRIPTION: OFFICE EXPENSE . AMOUNT: 58. TOTAL TO FORM 990-EZ, LINE 16: 6,607.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07702714549
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VOLUNTARY BENEFIT TRUST FOR AIRLINE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREES F/K/A DP3 VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0VOLU
ReturnHeader/Filer/EIN0371611873
ReturnHeader/Filer/PhoneNum06785225225
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 RIDGEMOOR TRACE
ReturnHeader/Filer/USAddress/CityNm0CANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030115
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0580692043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAULDIN & JENKINS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 GALLERIA PKWY STE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030339
ReturnHeader/PreparerPersonGrp/PhoneNum07709558600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA E BOYER
ReturnHeader/ReturnTs02024-06-27T12:58:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • <$500k nonprofits