Civic Intelligence

Local 4911 Veba C/O Benefits Administrative Services

990 • Fiscal year 2017 • EIN 42-1572846

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A

View Organization Page

26301 CURTISS-WRIGHT PARKWAY SuiteRichmond Heights, OH 44143

(216) 261-8414

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

60th percentile

$13,500

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-13%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$19,282,568

Up $3,118,919 (+19%) from 2016

Net Assets

Up

$19,279,068

Up $3,121,927 (+19%) from 2016

Liabilities

Down

$3,500

Down $3,008 (-46%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin91st percentile

Revenue

Down

$2,144,387

Down $327,642 (-13%) from 2016

Expenses

Up

$1,032,668

Up $137,784 (+15%) from 2016

Net Income

Down

$1,111,719

Down $465,426 (-30%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2017

Assets$19,282,568
Liabilities$3,500
Net Assets$19,279,068
Open 2017 Filing

Operations Trend

Revenue Growth11th 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

2017

Revenue$2,144,387
Expenses$1,032,668
Net Income$1,111,719
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$8,534,415
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$16,157,141$19,279,068▲ $3,121,927
Investments in Publicly Traded Securities$14,798,964$18,292,900▲ $3,493,936
Savings and Temporary Cash Investments$1,032,021$712,470▼ $319,551
Cash and Non-Interest-Bearing Accounts$215,514$139,022▼ $76,492
Prepaid Expenses and Deferred Charges$53,783$74,051▲ $20,268
Accounts Receivable$53,273$52,064▼ $1,209
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$0→ $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
Total Assets$16,163,649$19,282,568▲ $3,118,919
Other Assets Total$10,094$12,061▲ $1,967
Liabilities
Accounts Payable and Accrued Expenses$6,508$3,500▼ $3,008
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$6,508$3,500▼ $3,008
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,157,141$19,279,068▲ $3,121,927
Total Liabilities and Net Assets / Fund Balance$16,163,649$19,282,568▲ $3,118,919
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
Richard Lichtenstein PhdTrustee$13,500$13,500

Board Members and Trustees

NameTitle
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
$1,467,358
Investment Income
$677,029
Other Revenue
$0
Change in Net Assets
$1,111,719

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,144,387
Revenue Not Reported on Form 990
$2,010,208
Total Revenue per Audited Statements
$4,154,595
Total Revenue per Form 990
$2,144,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$198,582
Salaries, Compensation, and Employee Benefits$13,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$820,586
Fees for Services Other---$159,556
Fees for Services Accounting---$28,700
Current Officers, Directors, Trustees, and Key Employees---$13,500
Insurance---$10,326
Total Functional Expenses$0$0$0$1,032,668

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,032,668
Total Expenses per Audited Statements$1,032,668
Total Expenses per Form 990$1,032,668
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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

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 and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Local 4911 Veba
EIN
42-1572846
In Care Of
% JAN BAIR
Phone
2162618414
Address
26301 CURTISS-WRIGHT PARKWAY Suite, RICHMOND HEIGHTS, OH 44143

Signing Officer

Name
Richard Lichtenstein
Title
trustee
Phone
2162618414
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Lichtenstein
Formed
2002
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bdo USA Llp
Address
32125 SOLON ROAD STE 200, SOLON, OH 44139
Preparer
Jacob Cook
Phone
4402488787
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:trustee fees total fees:110717”

Form 990 Part IX Line 11G

“Description:actuary expenses total fees:21103”

Form 990 Part IX Line 11G

“Description:basc (administration) total fees:27736”

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 beeficiary 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 state 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, 2017 and 2016, there are not uncertain positions taken or expected to be taken that would require recognitioin 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.”

Raw XML Appendix383 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/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleD/RevenueNotReportedAmt02010208
IRS990ScheduleD/RevenueSubtotalAmt02144387
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 BEEFICIARY 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 STATE 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, 2017 AND 2016, THERE ARE NOT UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITIOIN 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt00
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04154595
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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 AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION:TRUSTEE FEES TOTAL FEES:110717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION:ACTUARY EXPENSES TOTAL FEES:21103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION:BASC (ADMINISTRATION) TOTAL FEES:27736
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 IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART IX LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt016163649
IRS990/TotalAssetsGrp/EOYAmt019282568
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01032668
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06508
IRS990/TotalLiabilitiesEOYAmt03500
IRS990/TotalLiabilitiesGrp/BOYAmt06508
IRS990/TotalLiabilitiesGrp/EOYAmt03500
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019279068
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IRS990/TotalProgramServiceRevenueAmt01467358
IRS990/TotalReportableCompFromOrgAmt013500
IRS990/TotalRevenueGrp/ExclusionAmt0677029
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01467358
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02144387
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016163649
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019282568
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IRS990/TravelGrp/TotalAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
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IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD LICHTENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 4911 VEBA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BENEFITS ADMINISTRATIVE SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0421572846
ReturnHeader/Filer/InCareOfNm0% JAN BAIR
ReturnHeader/Filer/PhoneNum02162618414
ReturnHeader/Filer/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY Suite
ReturnHeader/Filer/USAddress/CityNm0RICHMOND HEIGHTS
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0871DF954D879B60D983E468FEED0967A539A383C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0861B7346D439F59920B3ABD33A61BF6DC4A00CC1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034986820183135000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.59.41.210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032125 SOLON ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044139
ReturnHeader/PreparerPersonGrp/PhoneNum04402488787
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacob Cook
ReturnHeader/ReturnTs02018-11-09T09:55:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$19,282,568
Liabilities
$3,500
Net assets
$19,279,068
Revenue
$2,144,387
Expenses
$1,032,668
Net income
$1,111,719
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