Civic Intelligence

Voluntary Benefit Trust for Airline Retirees

990EZ • Fiscal year 2016 • EIN 37-1611873

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 28, 2017

5253 Aldeburgh DriveSuwanee, GA 30024

(770) 815-2728

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

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

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.00x

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

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Net Margin

28th percentile

-18%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Top Officer Pay

80th percentile

$1,198

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-2.7%

Faster asset growth than 46% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Down

$82,580

Down $2,284 (-2.7%) from 2015

Net Assets

Down

$82,580

Down $2,284 (-2.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$12,620

Up $12,620 from 2015

Expenses

Down

$14,904

Down $15,705 (-51%) from 2015

Net Income

Up

-$2,284

Up $28,325 (+93%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$82,580
Liabilities$0
Net Assets$82,580

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$12,620
Expenses$14,904
Net Income-$2,284
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 28, 2017
Return Version
2016v3.0
Gross Receipts
$12,620
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 125 BENEFICIARIES DURING 2016.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE LEATHERBURYChairman-$1,198-$1,198
MARION HINDMANAt Large-$1,198-$1,198
MICHAEL COXSecretary-$1,198-$1,198
ANTHONY PIACENTINOTreasurer-$1,198-$1,198
ROBERT BENHAMAt Large-$1,198-$1,198
Filing and Contact Details

Filer

Filer Name
Voluntary Benefit Trust for Airline
EIN
37-1611873
Phone
7708152728
Address
5253 ALDEBURGH DRIVE, SUWANEE, GA 30024

Signing Officer

Name
Anthony Piacentino
Title
Treasurer
Phone
7702714549
Signed
2017-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Holland Shipes Pennix Llp
Address
990 HAMMOND DR STE 350, ATLANTA, GA 30328
Preparer
Sean P Pennix
Phone
7703511200
Supplemental Narrative

Additional Explanations

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

Description: general and other miscellaneous expenses. Amount: 25.

Raw XML Appendix123 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/PersonNm0ANTHONY PIACENTINO
IRS990EZ/BooksInCareOfDetail/PhoneNum07708152728
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05253 ALDEBURGH DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUWANEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt084864
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082580
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2284
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08865
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084864
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082580
IRS990EZ/GrossReceiptsAmt012620
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084864
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082580
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084864
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082580
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01198
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11198
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21198
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31198
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41198
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GEORGE LEATHERBURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARION HINDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANTHONY PIACENTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT BENHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AT LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025
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/PrintingPublicationsPostageAmt024
IRS990EZ/ProgramServiceRevenueAmt012620
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION ARRANGED FOR THE PROVISION OF HEALTH INSURANCE AND RELATED BENEFIT PLANS FOR APPROXIMATELY 125 BENEFICIARIES DURING 2016.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt05990
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt014904
IRS990EZ/TotalRevenueAmt012620
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: GENERAL AND OTHER MISCELLANEOUS EXPENSES. AMOUNT: 25.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY PIACENTINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07702714549
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-28
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/PhoneNum07708152728
ReturnHeader/Filer/USAddress/AddressLine1Txt05253 ALDEBURGH DRIVE
ReturnHeader/Filer/USAddress/CityNm0SUWANEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA92720E4B43D669EB130D01394E1A775B875F84
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA92720E4B43D669EB130D01394E1A775B875F84
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.251.174.181
ReturnHeader/FilingSecurityInformation/IPDt02017-06-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:19:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471471220
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLLAND SHIPES PENNIX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0990 HAMMOND DR STE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030328
ReturnHeader/PreparerPersonGrp/PhoneNum07703511200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN P PENNIX
ReturnHeader/ReturnTs02017-06-29T07:49:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2016Detailed filing. Detailed filing data is available for this year.$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