Civic Intelligence

Milwaukee Teachers Education Association Veba Trust Plan

990 • Fiscal year 2016 • EIN 39-1757572

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 16, 2017

Organization Profile
C/O Barry Gilbert 1112 East Lyon StMilwaukee, WI 53202

(414) 226-0003

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.00x

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

4th percentile

-187%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

44th percentile

1.9%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-84%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$5,470,911

Up $100,032 (+1.9%) from 2015

Net Assets

Up

$5,470,911

Up $100,032 (+1.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin4th percentile

Revenue

Down

$123,997

Down $660,372 (-84%) from 2015

Expenses

Down

$355,336

Down $17,564 (-4.7%) from 2015

Net Income

Down

-$231,339

Down $642,808 (-156%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,482,214Liabilities 2011: $0Net Assets 2011: $4,482,2142011Assets 2012: $4,913,579Liabilities 2012: $0Net Assets 2012: $4,913,5792012Assets 2013: $5,275,342Liabilities 2013: $0Net Assets 2013: $5,275,3422013Assets 2014: $5,694,589Liabilities 2014: $0Net Assets 2014: $5,694,5892014Assets 2015: $5,370,879Liabilities 2015: $0Net Assets 2015: $5,370,8792015Assets 2016: $5,470,911Liabilities 2016: $0Net Assets 2016: $5,470,9112016Assets 2017: $5,660,594Liabilities 2017: $0Net Assets 2017: $5,660,5942017Assets 2018: $5,965,805Liabilities 2018: $0Net Assets 2018: $5,965,8052018Assets 2019: $6,015,514Liabilities 2019: $0Net Assets 2019: $6,015,5142019Assets 2020: $6,470,845Liabilities 2020: $0Net Assets 2020: $6,470,8452020Assets 2021: $6,997,877Liabilities 2021: $0Net Assets 2021: $6,997,8772021Assets 2022: $5,736,340Liabilities 2022: $0Net Assets 2022: $5,736,3402022

Highlighted filing

2016

Assets$5,470,911
Liabilities$0
Net Assets$5,470,911
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KExpenses 2011: $118,9742011Revenue 2012: $499,883Expenses 2012: $162,118Net Income 2012: $337,7652012Revenue 2013: $811,742Expenses 2013: $247,752Net Income 2013: $563,9902013Revenue 2014: $181,801Expenses 2014: $347,826Net Income 2014: -$166,0252014Revenue 2015: $784,369Expenses 2015: $372,900Net Income 2015: $411,4692015Revenue 2016: $123,997Expenses 2016: $355,336Net Income 2016: -$231,3392016Revenue 2017: $239,288Expenses 2017: $527,660Net Income 2017: -$288,3722017Revenue 2018: $118,190Expenses 2018: $304,059Net Income 2018: -$185,8692018Revenue 2019: $136,137Expenses 2019: $275,656Net Income 2019: -$139,5192019Revenue 2020: $138,981Expenses 2020: $318,806Net Income 2020: -$179,8252020Revenue 2021: $134,079Expenses 2021: $322,552Net Income 2021: -$188,4732021Revenue 2022: $244,327Expenses 2022: $336,512Net Income 2022: -$92,1852022

Highlighted filing

2016

Revenue$123,997
Expenses$355,336
Net Income-$231,339
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 16, 2017
Return Version
2015v3.0
Gross Receipts
$496,962
Mission and Program Overview

Mission

Milwaukee teachers' education association veba trust was created on august 3, 2012 by amendment of the original mtea veba trust in order to provide funding of post retirement health care benefits for retirees of the milwaukee teachers' education association.

Milwaukee teachers' education association participants' veba trust was created on august 3, 2012 by amendment of the original mtea veba trust in order to provide funding of post-retirement health care benefits for retirees of the milwaukee teachers' education association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,370,878$5,470,763▲ $99,885
Cash and Non-Interest-Bearing Accounts$1$148▲ $147
Total Assets$5,370,879$5,470,911▲ $100,032
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$5,370,879$5,470,911▲ $100,032
Total Net Assets Fund Balance$5,370,879$5,470,911▲ $100,032
Total Liabilities and Net Assets / Fund Balance$5,370,879$5,470,911▲ $100,032
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Barry GilbertChairman, Ad
PATRICK O'MAHARAdmin Commit
Sidney HatchAdmin Commit
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$123,997
Other Revenue
$0
Change in Net Assets
$-231,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,835
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$340,501--$340,501
Fees for Services Other$14,835--$14,835
Total Functional Expenses$355,336$0$0$355,336
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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

“For certain decisions, the governing board makes recommendations to the me mbers. The members vote on whether to accept the board recommendations or not. Two examples where the members vote on whether to accept board reco mmendations are: 1) a change in the asset allocation for the investments a nd 2) a change in the health insurance plan offered to the members”

Form 990, Page 6, Part VI, Line 11B

“The outside cpa firm (sitzberger hau & company, s.c.) prepares a draft of the form 990 based on financial informaiton provided by the custodian of our funds, emjay corporation. The form 990 draft is then submitted to the administrative committee for approval and signature before filing.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
MTEA PARTICIPANTS' VEBA TRUST
EIN
39-1757572
Phone
4142260003
Address
C/O BARRY GILBERT 1112 EAST LYON ST, MILWAUKEE, WI 53202

Signing Officer

Name
Barry Gilbert
Title
Chairman, Admin
Phone
4142260003
Signed
2017-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry Gilbert
Formed
1992
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Sitzberger Hau & Company Sc
Address
14640 W GREENFIELD AVE STE 200, BROOKFIELD, WI 53005-7065
Preparer
Kevin M Hablewitz CPA
Phone
2628601724
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Milwaukee teachers' education association participants' veba trust was created on august 3, 2012 by amendment of the original mtea veba trust in order to provide funding of post-retirement health care benefits for retirees of the milwaukee teachers' education association.”

Raw XML Appendix222 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/ExplanationTxt0MILWAUKEE TEACHERS' EDUCATION ASSOCIATION PARTICIPANTS' VEBA TRUST WAS CREATED ON AUGUST 3, 2012 BY AMENDMENT OF THE ORIGINAL MTEA VEBA TRUST IN ORDER TO PROVIDE FUNDING OF POST-RETIREMENT HEALTH CARE BENEFITS FOR RETIREES OF THE MILWAUKEE TEACHERS' EDUCATION ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOR CERTAIN DECISIONS, THE GOVERNING BOARD MAKES RECOMMENDATIONS TO THE ME MBERS. THE MEMBERS VOTE ON WHETHER TO ACCEPT THE BOARD RECOMMENDATIONS OR NOT. TWO EXAMPLES WHERE THE MEMBERS VOTE ON WHETHER TO ACCEPT BOARD RECO MMENDATIONS ARE: 1) A CHANGE IN THE ASSET ALLOCATION FOR THE INVESTMENTS A ND 2) A CHANGE IN THE HEALTH INSURANCE PLAN OFFERED TO THE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OUTSIDE CPA FIRM (SITZBERGER HAU & COMPANY, S.C.) PREPARES A DRAFT OF THE FORM 990 BASED ON FINANCIAL INFORMAITON PROVIDED BY THE CUSTODIAN OF OUR FUNDS, EMJAY CORPORATION. THE FORM 990 DRAFT IS THEN SUBMITTED TO THE ADMINISTRATIVE COMMITTEE FOR APPROVAL AND SIGNATURE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HABLEWITZ CPA
ReturnHeader/ReturnTs02017-01-17T13:33:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,470,911
Liabilities
$0
Net assets
$5,470,911
Revenue
$123,997
Expenses
$355,336
Net income
-$231,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.24$0.34$0.09
2021Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.13$0.32$0.19
2020Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.14$0.32$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.14$0.28$0.14
2018Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.12$0.30$0.19
2017Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.24$0.53$0.29
2016Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.12$0.36$0.23
2015Summary only. Only limited summary data is available for this year.$5.37$0.00$5.37$0.78$0.37$0.41
2014Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.18$0.35$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$0.00$5.28$0.81$0.25$0.56
2012Summary only. Only limited summary data is available for this year.$4.91$0.00$4.91$0.50$0.16$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$0.00$4.48$0.12