Civic Intelligence

Retiree Benefits Trust

990 • Fiscal year 2018 • EIN 43-2118351

Jan 01, 2018 to Dec 31, 2018 • Filed on Dec 04, 2019

Organization ProfileN/A

View Organization Page

PO Box 3282Lake Jackson, TX 77566

(281) 488-0100

Siviq Scores

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

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.05x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

26th percentile

-5.4%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

69th percentile

$17,600

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

22nd percentile

-11%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-18%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$2,447,034

Down $301,327 (-11%) from 2017

Net Assets

Down

$2,412,553

Down $237,208 (-9.0%) from 2017

Liabilities

Down

$34,481

Down $64,119 (-65%) from 2017

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin26th percentile

Revenue

Down

$634,987

Down $135,404 (-18%) from 2017

Expenses

Down

$669,408

Down $62,815 (-8.6%) from 2017

Net Income

Down

-$34,421

Down $72,589 (-190%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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 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

2018

Assets$2,447,034
Liabilities$34,481
Net Assets$2,412,553
Open 2018 Filing

Operations Trend

Revenue Growth15th percentile

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 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

2018

Revenue$634,987
Expenses$669,408
Net Income-$34,421
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Dec 4, 2019
Return Version
2018v3.1
Gross Receipts
$796,118
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$2,445,857$2,100,341▼ $345,516
Savings and Temporary Cash Investments$300,098$342,830▲ $42,732
Total Assets$2,748,361$2,447,034▼ $301,327
Other Assets Total$2,406$3,863▲ $1,457
Liabilities
Accounts Payable and Accrued Expenses$17,600$17,600→ $0
Other Liabilities$81,000$16,881▼ $64,119
Total Liabilities$98,600$34,481▼ $64,119
Net Assets / Fund Balance
Unrestricted Net Assets$2,649,761$2,412,553▼ $237,208
Total Net Assets Fund Balance$2,649,761$2,412,553▼ $237,208
Total Liabilities and Net Assets / Fund Balance$2,748,361$2,447,034▼ $301,327
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleBaseTotal
-Chairman$17,600$17,600
Glenda CzaplewskiAdministrative Officer$17,600$17,600
Kenneth ProchaskaSecretary/compliance Offic$17,600$17,600
Larry ReynoldsInvestment Officer$17,600$17,600

Board Members and Trustees

NameTitle
Kenneth DorlandTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$486,821
Investment Income
$148,166
Other Revenue
$0
Change in Net Assets
$-34,421

Audited Revenue Reconciliation

Revenue per Audited Statements
$634,987
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-202,787
Total Revenue per Audited Statements
$432,200
Total Revenue per Form 990
$634,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,187
Salaries, Compensation, and Employee Benefits$70,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$486,821--$486,821
Current Officers, Directors, Trustees, and Key Employees-$70,400-$70,400
Fees for Services Legal-$31,625-$31,625
Fees for Services Accounting-$20,600-$20,600
Fees for Service Investment Mgmnt Fees-$20,135-$20,135
Insurance-$13,370-$13,370
Fees for Services Other-$5,550-$5,550
Conferences and Meetings-$2,185-$2,185
Other Expenses-$750-$750
Office Expenses-$130-$130
Total Functional Expenses$486,821$182,587$0$669,408

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$669,408
Total Expenses per Audited Statements$669,408
Total Expenses per Form 990$669,408
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
Accrued Unrelated Business Income Tax$16,881
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 11B

“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 financial statements of the organization are available upon request.”

Filing and Contact Details

Filer

Filer Name
Retiree Benefits Trust
EIN
43-2118351
Phone
2814880100
Address
PO BOX 3282, LAKE JACKSON, TX 77566

Signing Officer

Name
Glenda Czaplewski
Title
Compliance Officer
Phone
2814880100
Signed
2019-12-04
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

Firm
Weaver and Tidwell Llp
Address
24 GREENWAY PLAZA SUITE 1800, HOUSTON, TX 77046
Preparer
Jon Pezzi
Phone
7138508787
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There has been no change in the oversight process or selection process of the independent auditors.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined and informed the plan 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, 2018 and 2017 the plan administrator has determined that some of the plan's 2018 and 2017 receipts will be taxed as unrelated business income. Accordingly, there was approximately $16,881 and $81,000 of taxes incurred on unrelated business income for the years ended december 31, 2018 and 2017, respectively.”

Raw XML Appendix320 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
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE PLAN 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, 2018 AND 2017 THE PLAN ADMINISTRATOR HAS DETERMINED THAT SOME OF THE PLAN'S 2018 AND 2017 RECEIPTS WILL BE TAXED AS UNRELATED BUSINESS INCOME. ACCORDINGLY, THERE WAS APPROXIMATELY $16,881 AND $81,000 OF TAXES INCURRED ON UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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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 FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS OF THE INDEPENDENT AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
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ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,447,034
Liabilities
$34,481
Net assets
$2,412,553
Revenue
$634,987
Expenses
$669,408
Net income
-$34,421
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
2018Detailed filing. Detailed filing data is available for this year.$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
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