Civic Intelligence

Local 4911 Veba C/O Benefits Administrative Services

990 • Fiscal year 2014 • EIN 42-1572846

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 06, 2015

Organization ProfileN/A

View Organization Page

26301 Curtiss-wright Parkway No 105Richmond Heights, OH 44143

(216) 261-8414

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

58th percentile

$13,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

12th percentile

-14%

Faster revenue growth than 12% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$13,800,411

Up $1,280,852 (+10%) from 2013

Net Assets

Up

$13,791,320

Up $1,283,131 (+10%) from 2013

Liabilities

Down

$9,091

Down $2,279 (-20%) from 2013

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin92nd percentile

Revenue

Down

$1,667,340

Down $265,927 (-14%) from 2013

Expenses

Down

$685,401

Down $126,446 (-16%) from 2013

Net Income

Down

$981,939

Down $139,481 (-12%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$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

2014

Assets$13,800,411
Liabilities$9,091
Net Assets$13,791,320
Open 2014 Filing

Operations Trend

Revenue Growth12th percentile

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

2014

Revenue$1,667,340
Expenses$685,401
Net Income$981,939
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 6, 2015
Return Version
2014v5.0
Gross Receipts
$10,254,984
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$12,508,189$13,791,320▲ $1,283,131
Investments in Publicly Traded Securities$11,531,439$12,706,278▲ $1,174,839
Savings and Temporary Cash Investments$650,201$767,313▲ $117,112
Cash and Non-Interest-Bearing Accounts$329,422$271,584▼ $57,838
Prepaid Expenses and Deferred Charges-$47,687-
Accounts Receivable$8,497$623▼ $7,874
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$12,519,559$13,800,411▲ $1,280,852
Other Assets Total$0$6,926▲ $6,926
Liabilities
Accounts Payable and Accrued Expenses$11,370$9,091▼ $2,279
Total Liabilities$11,370$9,091▼ $2,279
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,508,189$13,791,320▲ $1,283,131
Total Liabilities and Net Assets / Fund Balance$12,519,559$13,800,411▲ $1,280,852
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
Richard Lichtenstein PhdTrustee$13,000$13,000

Board Members and Trustees

NameTitle
Edward BruunElection Committee
Joseph DouglasElection Committee
Rose Van SchoickElection Committee
Scott DedicElection Committee
Teresa VerscheureElection Committee
William HoweElection Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,392,381
Investment Income
$274,959
Other Revenue
$0
Change in Net Assets
$981,939

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,667,340
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$301,192
Total Revenue per Audited Statements
$1,968,532
Total Revenue per Form 990
$1,667,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,582
Salaries, Compensation, and Employee Benefits$81,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$516,093
Current Officers, Directors, Trustees, and Key Employees---$81,726
Other Expenses---$54,570
Fees for Services Accounting---$25,000
Insurance---$8,012
Total Functional Expenses$0$0$0$685,401

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$685,401
Total Expenses per Audited Statements$685,401
Total Expenses per Form 990$685,401
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“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, conflict of interest policy and financial statements available upon written request.”

Filing and Contact Details

Filer

Filer Name
Local 4911 Veba
EIN
42-1572846
Phone
2162618414
Address
26301 CURTISS-WRIGHT PARKWAY NO 105, RICHMOND HEIGHTS, OH 44143

Signing Officer

Name
Richard Lichtenstein
Title
Trustee
Phone
2162618414
Signed
2015-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Lichtenstein
Formed
2002
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Bdo USA Llp
Address
32125 SOLON ROAD, SOLON, OH 44139-2284
Preparer
Kenneth L Levine
Phone
4402488787
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The audit oversight or selection of an independent accountant 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 dated march 22, 2004, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (the code) as a voluntary employee beneficiary association. The plan and trust are required to operate in conformity with the code to maintain the tax-exempt status of the trust. The plan administrator believes the plan is being operated in compliance with the applicable requirements of the code and therefore, believes the related trust is tax exempt. Accounting principles generally accepted in the united states of america require 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 tax authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2011.”

Raw XML Appendix307 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED MARCH 22, 2004, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (THE CODE) AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE AND THEREFORE, BELIEVES THE RELATED TRUST IS TAX EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE 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 TAX AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0685401
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE TAX RETURN IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE AUDIT OVERSIGHT OR SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012519559
IRS990/TotalAssetsEOYAmt013800411
IRS990/TotalAssetsGrp/BOYAmt012519559
IRS990/TotalAssetsGrp/EOYAmt013800411
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0685401
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011370
IRS990/TotalLiabilitiesEOYAmt09091
IRS990/TotalLiabilitiesGrp/BOYAmt011370
IRS990/TotalLiabilitiesGrp/EOYAmt09091
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012508189
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013791320
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01392381
IRS990/TotalReportableCompFromOrgAmt013000
IRS990/TotalRevenueGrp/ExclusionAmt0274959
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01392381
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01667340
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012519559
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013800411
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY NO 105
IRS990/USAddress/CityNm0RICHMOND HEIGHTS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044143
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD LICHTENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 4911 VEBA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BENEFITS ADMINISTRATIVE SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0VOLU
ReturnHeader/Filer/EIN0421572846
ReturnHeader/Filer/PhoneNum02162618414
ReturnHeader/Filer/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY NO 105
ReturnHeader/Filer/USAddress/CityNm0RICHMOND HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044143
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032125 SOLON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441392284
ReturnHeader/PreparerPersonGrp/PhoneNum04402488787
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L LEVINE
ReturnHeader/ReturnTs02015-11-09T14:16:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,800,411
Liabilities
$9,091
Net assets
$13,791,320
Revenue
$1,667,340
Expenses
$685,401
Net income
$981,939
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