Civic Intelligence

Retiree Benefits Trust

990 • Fiscal year 2013 • EIN 43-2118351

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 16, 2014

Organization ProfileN/A

View Organization Page

PO Box 328277566

(281) 488-0100

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.00x

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Net Margin

3rd percentile

-278%

Higher net margin than 3% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

70th percentile

$16,000

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 37.4% of source-year revenue.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Asset Growth

63rd percentile

9.1%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Flat

$2,447,791

Flat from 2013

Net Assets

Flat

$2,447,791

Flat from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin3rd percentile

Revenue

Flat

$42,815

Flat from 2013

Expenses

Flat

$161,980

Flat from 2013

Net Income

Flat

-$119,165

Flat from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,248,449Liabilities 2010: $2,887Net Assets 2010: $2,245,5622010Assets 2011: $2,172,886Liabilities 2011: $0Net Assets 2011: $2,172,8862011Assets 2012: $2,243,198Liabilities 2012: $0Net Assets 2012: $2,243,1982012Assets 2013: $2,447,791Liabilities 2013: $0Net Assets 2013: $2,447,7912013Assets 2013: $2,447,791Liabilities 2013: $0Net Assets 2013: $2,447,7912013Assets 2014: $2,561,576Liabilities 2014: $16,000Net Assets 2014: $2,545,5762014Assets 2015: $2,462,563Liabilities 2015: $25,482Net Assets 2015: $2,437,0812015Assets 2016: $2,500,346Liabilities 2016: $17,600Net Assets 2016: $2,482,7462016Assets 2017: $2,748,361Liabilities 2017: $98,600Net Assets 2017: $2,649,7612017Assets 2018: $2,447,034Liabilities 2018: $34,481Net Assets 2018: $2,412,5532018Assets 2019: $2,776,716Liabilities 2019: $21,067Net Assets 2019: $2,755,6492019Assets 2020: $2,970,459Liabilities 2020: $38,601Net Assets 2020: $2,931,8582020Assets 2021: $3,343,388Liabilities 2021: $60,887Net Assets 2021: $3,282,5012021Assets 2022: $2,583,293Liabilities 2022: $41,887Net Assets 2022: $2,541,4062022Assets 2023: $2,734,661Liabilities 2023: $20,000Net Assets 2023: $2,714,6612023Assets 2024: $2,762,323Liabilities 2024: $91,678Net Assets 2024: $2,670,6452024

Highlighted filing

2013

Assets$2,447,791
Liabilities$0
Net Assets$2,447,791
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $156,4202010Expenses 2011: $143,9672011Expenses 2012: $134,2062012Revenue 2013: $42,815Expenses 2013: $161,980Net Income 2013: -$119,1652013Revenue 2013: $42,815Expenses 2013: $161,980Net Income 2013: -$119,1652013Revenue 2014: $46,721Expenses 2014: $136,991Net Income 2014: -$90,2702014Revenue 2015: $55,879Expenses 2015: $148,403Net Income 2015: -$92,5242015Revenue 2016: $54,091Expenses 2016: $143,769Net Income 2016: -$89,6782016Revenue 2017: $770,391Expenses 2017: $732,223Net Income 2017: $38,1682017Revenue 2018: $634,987Expenses 2018: $669,408Net Income 2018: -$34,4212018Revenue 2019: $464,215Expenses 2019: $557,139Net Income 2019: -$92,9242019Revenue 2020: $442,977Expenses 2020: $571,735Net Income 2020: -$128,7582020Revenue 2021: $399,488Expenses 2021: $561,867Net Income 2021: -$162,3792021Revenue 2022: $49,775Expenses 2022: $280,029Net Income 2022: -$230,2542022Revenue 2023: $54,182Expenses 2023: $289,247Net Income 2023: -$235,0652023Revenue 2024: $56,085Expenses 2024: $472,710Net Income 2024: -$416,6252024

Highlighted filing

2013

Revenue$42,815
Expenses$161,980
Net Income-$119,165
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 16, 2014
Return Version
2013v3.0
Gross Receipts
$42,815
Mission and Program Overview

Mission

The purpose of the plan is to provide for continuing group insurance coverage for participants after termination of the former inactive plans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,812,891$2,038,743▲ $225,852
Cash and Non-Interest-Bearing Accounts$428,948$407,068▼ $21,880
Total Assets$2,243,198$2,447,791▲ $204,593
Other Assets Total$1,359$1,980▲ $621
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,243,198$2,447,791▲ $204,593
Total Net Assets Fund Balance$2,243,198$2,447,791▲ $204,593
Total Liabilities and Net Assets / Fund Balance$2,243,198$2,447,791▲ $204,593
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleBaseTotal
Glenda CzaplewskiTrustee$16,000$16,000
Kenneth DorlandTrustee$16,000$16,000
Kenneth ProchaskaTrustee$16,000$16,000
Larry ReynoldsTrustee$16,000$16,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$42,815
Other Revenue
$0
Change in Net Assets
$-119,165

Audited Revenue Reconciliation

Revenue per Audited Statements
$42,815
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$320,878
Total Revenue per Audited Statements
$363,693
Total Revenue per Form 990
$42,815
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,980
Salaries, Compensation, and Employee Benefits$64,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$64,000-$64,000
Insurance-$35,950-$35,950
Fees for Services Legal-$20,195-$20,195
Fees for Services Accounting-$19,500-$19,500
Fees for Service Investment Mgmnt Fees-$17,329-$17,329
Other Expenses-$4,835-$4,835
Fees for Services Other-$171-$171
Total Functional Expenses$0$161,980$0$161,980

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$161,980
Total Expenses per Audited Statements$161,980
Total Expenses per Form 990$161,980
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

“The trustees of the organization review the form 990 before submission to the irs.”

Form 990, Part VI, Section C, Line 18

“Copies of the application for exemption and the form 990 are available upon request.”

Form 990, Part VI, Section C, Line 19

“The organizational documents and finanicial statements of the organization are available upon request.”

Filing and Contact Details

Filer

EIN
43-2118351
Phone
2814880100

Signing Officer

Name
Glenda Czaplewski
Title
Compliance Officer
Phone
2814880100
Signed
2014-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Reynolds
Formed
2007
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Heidi J Dolan
Phone
7138508787
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The full board of trustees oversee the audit process and nothing has changed in their oversight or selection process.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined and informed the company by a letter dated january 24, 2008 and effective april 1, 2007, that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (irc) as a veba. The plan has been amended since receiving the determination letter. However, the plan administrator believes that the plan is designed and is currently being operated in compliance with the applicable requirements of the irc. For the years ended december 31, 2012, the plan administrator determined no unrelated business tax is due.”

Raw XML Appendix276 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 INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE COMPANY BY A LETTER DATED JANUARY 24, 2008 AND EFFECTIVE APRIL 1, 2007, THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A VEBA. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. FOR THE YEARS ENDED DECEMBER 31, 2012, THE PLAN ADMINISTRATOR DETERMINED NO UNRELATED BUSINESS TAX IS DUE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES OF THE ORGANIZATION REVIEW THE FORM 990 BEFORE SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE APPLICATION FOR EXEMPTION AND THE FORM 990 ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONAL DOCUMENTS AND FINANICIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FULL BOARD OF TRUSTEES OVERSEE THE AUDIT PROCESS AND NOTHING HAS CHANGED IN THEIR OVERSIGHT OR SELECTION PROCESS.
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEIDI J DOLAN
ReturnHeader/ReturnTs02014-09-25T11:32:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,447,791
Liabilities
$0
Net assets
$2,447,791
Revenue
$42,815
Expenses
$161,980
Net income
-$119,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.09$2.67$0.06$0.47$0.42
2023Summary only. Only limited summary data is available for this year.$2.73$0.02$2.71$0.05$0.29$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.04$2.54$0.05$0.28$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.06$3.28$0.40$0.56$0.16
2020Summary only. Only limited summary data is available for this year.$2.97$0.04$2.93$0.44$0.57$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.02$2.76$0.46$0.56$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.03$2.41$0.63$0.67$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.10$2.65$0.77$0.73$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.02$2.48$0.05$0.14$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.03$2.44$0.06$0.15$0.09
2014Summary only. Only limited summary data is available for this year.$2.56$0.02$2.55$0.05$0.14$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.04$0.16$0.12
2013Summary only. Only limited summary data is available for this year.$2.45$0.00$2.45$0.04$0.16$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.00$2.24$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.00$2.17$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.00$2.25$0.16