Civic Intelligence

Voluntary Local 4911 Retiree Medical

EIN 42-1572846 • 501(c)9 • Richmond Heights, OH

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Profile

The medical plan was formed to provide funding for supplemental retiree medical benefits for eligible members under the collective bargaining agreement.

26301 Curtiss-wright Parkway 105Richmond Heights, OH 44143

n/A

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$17,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

58th percentile

9.6%

Faster asset growth than 58% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

3.8%

Faster revenue growth than 36% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$33,613,515

Up $2,949,566 (+9.6%) from 2023

Liabilities

Up

$14,496

Up $5,673 (+64%) from 2023

Net Assets

Up

$33,599,019

Up $2,943,893 (+9.6%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin92nd percentile

Revenue

Up

$2,324,184

Up $84,486 (+3.8%) from 2023

Expenses

Up

$1,016,162

Up $105,855 (+12%) from 2023

Net Income

Down

$1,308,022

Down $21,369 (-1.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$40M$30M$20M$10M$0Assets 2011: $8,170,989Liabilities 2011: $7,309Net Assets 2011: $8,163,6802011Assets 2012: $10,176,892Liabilities 2012: $7,634Net Assets 2012: $10,169,2582012Assets 2013: $12,519,559Liabilities 2013: $11,370Net Assets 2013: $12,508,1892013Assets 2014: $13,800,411Liabilities 2014: $9,091Net Assets 2014: $13,791,3202014Assets 2015: $14,354,750Liabilities 2015: $3,619Net Assets 2015: $14,351,1312015Assets 2016: $16,163,649Liabilities 2016: $6,508Net Assets 2016: $16,157,1412016Assets 2017: $19,282,568Liabilities 2017: $3,500Net Assets 2017: $19,279,0682017Assets 2018: $18,568,844Liabilities 2018: $3,000Net Assets 2018: $18,565,8442018Assets 2019: $22,912,985Liabilities 2019: $62,193Net Assets 2019: $22,850,7922019Assets 2020: $27,394,835Liabilities 2020: $26,497Net Assets 2020: $27,368,3382020Assets 2021: $30,737,251Liabilities 2021: $12,024Net Assets 2021: $30,725,2272021Assets 2022: $26,060,595Liabilities 2022: $48,624Net Assets 2022: $26,011,9712022Assets 2023: $30,663,949Liabilities 2023: $8,823Net Assets 2023: $30,655,1262023Assets 2024: $33,613,515Liabilities 2024: $14,496Net Assets 2024: $33,599,0192024

Highlighted filing

2024

Assets$33,613,515
Liabilities$14,496
Net Assets$33,599,019
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2011: $2,082,671Expenses 2011: $527,730Net Income 2011: $1,554,9412011Revenue 2012: $2,117,575Expenses 2012: $688,030Net Income 2012: $1,429,5452012Revenue 2013: $1,933,267Expenses 2013: $811,847Net Income 2013: $1,121,4202013Revenue 2014: $1,667,340Expenses 2014: $685,401Net Income 2014: $981,9392014Revenue 2015: $1,674,542Expenses 2015: $785,964Net Income 2015: $888,5782015Revenue 2016: $2,472,029Expenses 2016: $894,884Net Income 2016: $1,577,1452016Revenue 2017: $2,144,387Expenses 2017: $1,032,668Net Income 2017: $1,111,7192017Revenue 2018: $1,821,466Expenses 2018: $1,193,406Net Income 2018: $628,0602018Revenue 2019: $2,568,044Expenses 2019: $1,042,312Net Income 2019: $1,525,7322019Revenue 2020: $1,784,808Expenses 2020: $1,103,640Net Income 2020: $681,1682020Revenue 2021: $2,360,370Expenses 2021: $951,697Net Income 2021: $1,408,6732021Revenue 2022: $992,302Expenses 2022: $932,807Net Income 2022: $59,4952022Revenue 2023: $2,239,698Expenses 2023: $910,307Net Income 2023: $1,329,3912023Revenue 2024: $2,324,184Expenses 2024: $1,016,162Net Income 2024: $1,308,0222024

Highlighted filing

2024

Revenue$2,324,184
Expenses$1,016,162
Net Income$1,308,022
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$33,613,515
Liabilities
$14,496
Net assets
$33,599,019
Revenue
$2,324,184
Expenses
$1,016,162
Net income
$1,308,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.6$0.01$33.6$2.32$1.02$1.31
2023Detailed filing. Detailed filing data is available for this year.$30.7$0.01$30.7$2.24$0.91$1.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$0.05$26.0$0.99$0.93$0.06
2021Detailed filing. Detailed filing data is available for this year.$30.7$0.01$30.7$2.36$0.95$1.41
2020Detailed filing. Detailed filing data is available for this year.$27.4$0.03$27.4$1.78$1.10$0.68
2019Detailed filing. Detailed filing data is available for this year.$22.9$0.06$22.9$2.57$1.04$1.53
2018Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.82$1.19$0.63
2017Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$2.14$1.03$1.11
2016Detailed filing. Detailed filing data is available for this year.$16.2$0.01$16.2$2.47$0.89$1.58
2015Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.67$0.79$0.89
2014Detailed filing. Detailed filing data is available for this year.$13.8$0.01$13.8$1.67$0.69$0.98
2013Summary only. Only limited summary data is available for this year.$12.5$0.01$12.5$1.93$0.81$1.12
2012Summary only. Only limited summary data is available for this year.$10.2$0.01$10.2$2.12$0.69$1.43
2011Summary only. Only limited summary data is available for this year.$8.17$0.01$8.16$2.08$0.53$1.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 24, 2025
Return Version
2024v5.2
Gross Receipts
$12,609,849
Mission and Program Overview

Mission

The medical plan was formed to provide funding for supplemental retiree medical benefits for eligible members under the collective bargaining agreement.

Provide funding for supplemental retiree medical benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$30,655,126$33,599,019▲ $2,943,893
Investments in Publicly Traded Securities$29,575,821$32,512,647▲ $2,936,826
Savings and Temporary Cash Investments$757,868$818,120▲ $60,252
Cash and Non-Interest-Bearing Accounts$313,500$274,853▼ $38,647
Prepaid Expenses and Deferred Charges$11,616$7,895▼ $3,721
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$30,663,949$33,613,515▲ $2,949,566
Other Assets Total$5,144$0▼ $5,144
Liabilities
Accounts Payable and Accrued Expenses$8,823$8,637▼ $186
Other Liabilities$0$5,859▲ $5,859
Total Liabilities$8,823$14,496▲ $5,673
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,655,126$33,599,019▲ $2,943,893
Total Liabilities and Net Assets / Fund Balance$30,663,949$33,613,515▲ $2,949,566
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
Richard Lichtenstein PhdTrustee$17,000$17,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan Stanley Smith BarneyInvestment Management40701 WOODWARD AVE STE 200, Bloomfield Hills, MI 48304$196,481
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,377,217
Investment Income
$946,967
Other Revenue
$0
Change in Net Assets
$1,308,022

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,324,184
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,635,871
Total Revenue per Audited Statements
$3,960,055
Total Revenue per Form 990
$2,324,184
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$311,060
Salaries, Compensation, and Employee Benefits$17,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$688,102
Fees for Service Investment Mgmnt Fees---$196,481
Fees for Services Other---$78,079
Fees for Services Accounting---$36,500
Current Officers, Directors, Trustees, and Key Employees---$17,000
Total Functional Expenses$0$0$0$1,016,162

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,016,162
Total Expenses per Audited Statements$1,016,162
Total Expenses per Form 990$1,016,162
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$5,859
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The election committee makes the determination of who the trustee is, who is the sole member of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A draft copy of the tax return is reviewed by the board of directors prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Voluntary Local 4911 Retiree Medical
EIN
42-1572846
Phone
2612618414
Address
26301 CURTISS-WRIGHT PARKWAY 105, RICHMOND HEIGHTS, OH 44143

Signing Officer

Name
Richard Lichtenstein
Title
Trustee
Phone
2612618414
Signed
2025-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Lichtenstein
Formed
2002
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
8

Preparer

Firm
Ciuni & Panichi Inc
Address
25201 CHAGRIN BLVD 200, CLEVELAND, OH 44122-5683
Preparer
Jeffrey R Spencer CPA
Phone
2168317171
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust funding the plan has received an exemption letter from the internal revenue service (irs) dated march 22, 2004, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (irc) as a voluntary employee beneficiary association. The plan is required to operate in conformity with the irc to maintain its qualification. The plan administrator believes the plan is designed and operated in compliance with the applicable requirements of the irc and therefore, believes the plan is qualified, and the related trust is tax exempt. Therefore, no provision for income taxes has been included in the plan's financial statements. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix283 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08823
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08637
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE FUNDING FOR SUPPLEMENTAL RETIREE MEDICAL BENEFITS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0688102
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD LICHTENSTEIN
IRS990/BooksInCareOfDetail/PhoneNum02162618414
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PKY 105
IRS990/BooksInCareOfDetail/USAddress/CityNm0RICHMOND HTS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044143
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0313500
IRS990/CashNonInterestBearingGrp/EOYAmt0274853
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt017000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0196481
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt040701 WOODWARD AVE STE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BLOOMFIELD HILLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd048304
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MORGAN STANLEY SMITH BARNEY
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0688102
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0946967
IRS990/CYOtherExpensesAmt0311060
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01377217
IRS990/CYRevenuesLessExpensesAmt01308022
IRS990/CYSalariesCompEmpBnftPaidAmt017000
IRS990/CYTotalExpensesAmt01016162
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02324184
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE HEALTH BENEFITS TO RETIREES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01016162
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt036500
IRS990/FeesForServicesOtherGrp/TotalAmt078079
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0196481
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD LICHTENSTEIN PHD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt017000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0154795
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010440460
IRS990/GrossReceiptsAmt012609849
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0792172
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0792172
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029575821
IRS990/InvestmentsPubTradedSecGrp/EOYAmt032512647
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010285665
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MEDICAL PLAN WAS FORMED TO PROVIDE FUNDING FOR SUPPLEMENTAL RETIREE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS UNDER THE COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt030655126
IRS990/NetAssetsOrFundBalancesEOYAmt033599019
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0154795
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0154795
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01635871
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05144
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt05859
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07895
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01377217
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01377217
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0592317
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0865987
IRS990/PYOtherExpensesAmt0300990
IRS990/PYOtherRevenueAmt025
IRS990/PYProgramServiceRevenueAmt01373686
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IRS990/PYSalariesCompEmpBnftPaidAmt017000
IRS990/PYTotalExpensesAmt0910307
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IRS990/PYTotalRevenueAmt02239698
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01308022
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01635871
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05859
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt01635871
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02324184
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MARCH 22, 2004, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. THE PLAN IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFICATION. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS DESIGNED AND OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND THEREFORE, BELIEVES THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX EXEMPT. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ELECTION COMMITTEE MAKES THE DETERMINATION OF WHO THE TRUSTEE IS, WHO IS THE SOLE MEMBER OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF THE TAX RETURN IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt030663949
IRS990/TotalAssetsEOYAmt033613515
IRS990/TotalAssetsGrp/BOYAmt030663949
IRS990/TotalAssetsGrp/EOYAmt033613515
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01016162
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08823
IRS990/TotalLiabilitiesEOYAmt014496
IRS990/TotalLiabilitiesGrp/BOYAmt08823
IRS990/TotalLiabilitiesGrp/EOYAmt014496
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt030655126
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt033599019
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01016162
IRS990/TotalProgramServiceRevenueAmt01377217
IRS990/TotalReportableCompFromOrgAmt017000
IRS990/TotalRevenueGrp/ExclusionAmt0946967
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01377217
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02324184
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030663949
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt033613515
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY 105
IRS990/USAddress/CityNm0RICHMOND HEIGHTS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044143
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD LICHTENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02612618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VOLUNTARY LOCAL 4911 RETIREE MEDICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0VOLU
ReturnHeader/Filer/EIN0421572846
ReturnHeader/Filer/PhoneNum02612618414
ReturnHeader/Filer/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY 105
ReturnHeader/Filer/USAddress/CityNm0RICHMOND HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044143
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341322309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CIUNI & PANICHI INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025201 CHAGRIN BLVD 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441225683
ReturnHeader/PreparerPersonGrp/PhoneNum02168317171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY R SPENCER CPA
ReturnHeader/ReturnTs02025-11-17T09:32:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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