Civic Intelligence

Milwaukee Teachers Education Association Veba Trust Plan

990 • Fiscal year 2017 • EIN 39-1757572

Sep 01, 2016 to Aug 31, 2017 • Filed on Jun 13, 2018

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

(414) 270-0212

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

4th percentile

-121%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

38th percentile

3.5%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

93%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,660,594

Up $189,683 (+3.5%) from 2016

Net Assets

Up

$5,660,594

Up $189,683 (+3.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin4th percentile

Revenue

Up

$239,288

Up $115,291 (+93%) from 2016

Expenses

Up

$527,660

Up $172,324 (+48%) from 2016

Net Income

Down

-$288,372

Down $57,033 (-25%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2017

Assets$5,660,594
Liabilities$0
Net Assets$5,660,594
Open 2017 Filing

Operations Trend

Revenue Growth95th 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

2017

Revenue$239,288
Expenses$527,660
Net Income-$288,372
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jun 13, 2018
Return Version
2016v3.1
Gross Receipts
$239,288
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,470,763$5,570,993▲ $100,230
Savings and Temporary Cash Investments-$89,601-
Cash and Non-Interest-Bearing Accounts$148--
Total Assets$5,470,911$5,660,594▲ $189,683
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$5,470,911$5,660,594▲ $189,683
Total Net Assets Fund Balance$5,470,911$5,660,594▲ $189,683
Total Liabilities and Net Assets / Fund Balance$5,470,911$5,660,594▲ $189,683
Compensation and Service Providers
Top Officer Pay49th percentile

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
$30,457
Investment Income
$208,831
Other Revenue
$0
Change in Net Assets
$-288,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,650
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$513,010--$513,010
Fees for Services Other$14,650--$14,650
Total Functional Expenses$527,660$0$0$527,660
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 members. The members vote on whether to accept the board recommendations or not. Two examples where the members vote on whether to accept board recommendations are: 1) a change in the asset allocation for the investments and 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 cpas) prepares a draft of the form 990 based on financial informaiton obtained from vanguard. 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
4142700212
Address
C/O BARRY GILBERT 1112 EAST LYON ST, MILWAUKEE, WI 53202

Signing Officer

Name
Barry Gilbert
Title
Chairman, Admin
Phone
4142260003
Signed
2018-06-13
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 & Company Sc
Address
611 N BARKER RD STE 200, BROOKFIELD, WI 53045
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 Appendix226 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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IRS990/ActivityOrMissionDesc0MILWAUKEE 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.
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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 MEMBERS. THE MEMBERS VOTE ON WHETHER TO ACCEPT THE BOARD RECOMMENDATIONS OR NOT. TWO EXAMPLES WHERE THE MEMBERS VOTE ON WHETHER TO ACCEPT BOARD RECOMMENDATIONS ARE: 1) A CHANGE IN THE ASSET ALLOCATION FOR THE INVESTMENTS AND 2) A CHANGE IN THE HEALTH INSURANCE PLAN OFFERED TO THE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OUTSIDE CPA FIRM (SITZBERGER CPAS) PREPARES A DRAFT OF THE FORM 990 BASED ON FINANCIAL INFORMAITON OBTAINED FROM VANGUARD. 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/PreparationDt02018-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HABLEWITZ CPA
ReturnHeader/ReturnTs02018-06-13T14:53:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,660,594
Liabilities
$0
Net assets
$5,660,594
Revenue
$239,288
Expenses
$527,660
Net income
-$288,372
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