Civic Intelligence

Allis Chalmers Retirees'

EIN 39-6491360 • 501(c)9 • Milwaukee, WI

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Profile

The plan is a health reimbursement arrangement and medical reimbursement plan that provides a subsidy to all retirees, spouses, surviving spouses and certain dependents who were enrolled in the plan as of december 31, 2012 and subsequently enrolled in a plan on one exchange's platform.

One Park Plaza Suite 950Milwaukee, WI 53224

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

93rd percentile

0.45x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-37797%

Higher net margin than 1% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

61st percentile

$2,500

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 44.8% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

18th percentile

-47%

Faster asset growth than 18% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-38%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$2,332,859

Down $2,061,417 (-47%) from 2014

Liabilities

Flat

$2,500

Flat from 2014

Net Assets

Down

$2,330,359

Down $2,061,417 (-47%) from 2014

Operations
Liabilities / Revenue93rd percentileNet Margin1st percentile

Revenue

Down

$5,575

Down $3,398 (-38%) from 2014

Expenses

Down

$2,112,733

Down $122,968 (-5.5%) from 2014

Net Income

Up

-$2,107,158

Up $119,570 (+5.4%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$15M$10M$5.0M$0Assets 2010: $14,649,516Liabilities 2010: $130,824Net Assets 2010: $14,518,6922010Assets 2011: $12,133,615Liabilities 2011: $122,288Net Assets 2011: $12,011,3272011Assets 2012: $9,357,127Liabilities 2012: $2,500Net Assets 2012: $9,354,6272012Assets 2013: $6,460,244Liabilities 2013: $2,500Net Assets 2013: $6,457,7442013Assets 2014: $4,394,276Liabilities 2014: $2,500Net Assets 2014: $4,391,7762014Assets 2015: $2,332,859Liabilities 2015: $2,500Net Assets 2015: $2,330,3592015

Highlighted filing

2015

Assets$2,332,859
Liabilities$2,500
Net Assets$2,330,359
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $5,613,3532010Expenses 2011: $5,122,5462011Expenses 2012: $4,820,7372012Revenue 2013: $4,765Expenses 2013: $2,840,044Net Income 2013: -$2,835,2792013Revenue 2014: $8,973Expenses 2014: $2,235,701Net Income 2014: -$2,226,7282014Revenue 2015: $5,575Expenses 2015: $2,112,733Net Income 2015: -$2,107,1582015

Highlighted filing

2015

Revenue$5,575
Expenses$2,112,733
Net Income-$2,107,158
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,332,859
Liabilities
$2,500
Net assets
$2,330,359
Revenue
$5,575
Expenses
$2,112,733
Net income
-$2,107,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.01$2.11$2.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.00$4.39$0.01$2.24$2.23
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.46$0.00$6.46$0.00$2.84$2.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.36$0.00$9.35$4.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.12$12.0$5.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.13$14.5$5.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 15, 2016
Return Version
2015v2.1
Gross Receipts
$5,575
Mission and Program Overview

Mission

Provides health care and life insurance benefits to a-c retirees.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,391,776$2,330,359▼ $2,061,417
Investments in Publicly Traded Securities$3,808,967$1,729,709▼ $2,079,258
Cash and Non-Interest-Bearing Accounts$570,159$591,870▲ $21,711
Accounts Receivable$6,805$11,280▲ $4,475
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$4,394,276$2,332,859▼ $2,061,417
Other Assets Total$8,345$0▼ $8,345
Liabilities
Other Liabilities$2,500$2,500→ $0
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,500$2,500→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,391,776$2,330,359▼ $2,061,417
Total Liabilities and Net Assets / Fund Balance$4,394,276$2,332,859▼ $2,061,417
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleBaseTotal
William L VaitlAdm Committee$2,500$2,500
Jerry T JohnsonAdm Committee$1,250$1,250
Robert W BelcherAdm Committee$1,250$1,250
Ron KolzAdm Committee$1,250$1,250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,471
Investment Income
$2,104
Other Revenue
$0
Change in Net Assets
$-2,107,158

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,575
Total Revenue per Audited Statements
$5,575
Total Revenue per Form 990
$5,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$293,011
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---$1,819,722
Other Expenses---$10,000
Total Functional Expenses$0$0$0$2,112,733

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,112,733
Total Expenses per Audited Statements$2,112,733
Total Expenses per Form 990$2,112,733
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
ALLIS CHALMERS RETIREES'
EIN
39-6491360
In Care Of
% SUE HANSEN
Phone
4145773700
Address
ONE PARK PLAZA SUITE 950, MILWAUKEE, WI 53224

Signing Officer

Name
William L Vaitl
Title
chairman
Phone
4145773700
Signed
2016-08-15

Organization Details

Principal Officer
William Vaitl
Formed
1988
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE SUITE 4000, INDIANAPOLIS, IN 46204
Preparer
Benjamin Pitchkites
Phone
3176817000
Supplemental Narrative

Additional Explanations

Mission Statement

“FORM 990, PART I, LINE 1 The Plan is a health reimbursement arrangement and medical reimbursement plan that provides a subsidy to all retirees, spouses, surviving spouses and certain dependents who were enrolled in the Plan as of December 31, 2012 and subsequently enrolled in a plan on One Exchange's platform. ROVISION OF FORM 990 TO GOVERNING BODY BEFORE FILING FORM 990, PART VI, LINE 11B A COPY OF THE FORM 990 WILL BE PROVIDED TO THE CHAIRMAN BEFORE IT IS FILED AND IT WILL BE REVIEWED BY THE CHAIRMAN AND BPA PRIOR TO FILING.”

Availability of Governing Docs

“Form 990, part vi, line 19 the organization makes its governing documents available upon request.”

Raw XML Appendix348 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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ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM L VAITL
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ReturnHeader/PreparerPersonGrp/PhoneNum03176817000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN PITCHKITES
ReturnHeader/ReturnTs02016-08-16T12:31:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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