Civic Intelligence

Nrlca Veba Trust

990 • Fiscal year 2017 • EIN 46-5090278

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileWWW.NRLCA.ORG
1630 Duke Street 4th FloorAlexandria, VA 22314-3465

(703) 684-5545

Siviq Scores

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

Liabilities / Assets

87th percentile

0.50x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.13x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Net Margin

14th percentile

-6.9%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

61st percentile

$192,483

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Asset Growth

56th percentile

11%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

6.6%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$90,863,239

Up $8,882,092 (+11%) from 2016

Net Assets

Down

$45,384,684

Down $1,706,063 (-3.6%) from 2016

Liabilities

Up

$45,478,555

Up $10,588,155 (+30%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin14th percentile

Revenue

Up

$339,497,186

Up $20,878,525 (+6.6%) from 2016

Expenses

Up

$363,071,219

Up $29,725,817 (+8.9%) from 2016

Net Income

Down

-$23,574,033

Down $8,847,292 (-60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$200M$150M$100M$50M$0Assets 2014: $94,460,815Liabilities 2014: $20,640,102Net Assets 2014: $73,820,7132014Assets 2015: $97,217,500Liabilities 2015: $31,970,053Net Assets 2015: $65,247,4472015Assets 2016: $81,981,147Liabilities 2016: $34,890,400Net Assets 2016: $47,090,7472016Assets 2017: $90,863,239Liabilities 2017: $45,478,555Net Assets 2017: $45,384,6842017Assets 2018: $85,617,871Liabilities 2018: $52,033,403Net Assets 2018: $33,584,4682018Assets 2019: $91,730,975Liabilities 2019: $27,495,517Net Assets 2019: $64,235,4582019Assets 2020: $168,417,883Liabilities 2020: $25,700,228Net Assets 2020: $142,717,6552020Assets 2021: $116,252,948Liabilities 2021: $11,525,410Net Assets 2021: $104,727,5382021Assets 2022: $131,608,191Liabilities 2022: $3,940,954Net Assets 2022: $127,667,2372022Assets 2023: $132,598,889Liabilities 2023: $3,746,065Net Assets 2023: $128,852,8242023Assets 2024: $144,397,810Liabilities 2024: $7,533,599Net Assets 2024: $136,864,2112024

Highlighted filing

2017

Assets$90,863,239
Liabilities$45,478,555
Net Assets$45,384,684
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$600M$400M$200M$0-$200MRevenue 2014: $305,011,698Expenses 2014: $304,434,848Net Income 2014: $576,8502014Revenue 2015: $302,999,300Expenses 2015: $312,284,770Net Income 2015: -$9,285,4702015Revenue 2016: $318,618,661Expenses 2016: $333,345,402Net Income 2016: -$14,726,7412016Revenue 2017: $339,497,186Expenses 2017: $363,071,219Net Income 2017: -$23,574,0332017Revenue 2018: $368,205,248Expenses 2018: $407,381,263Net Income 2018: -$39,176,0152018Revenue 2019: $392,269,297Expenses 2019: $427,830,499Net Income 2019: -$35,561,2022019Revenue 2020: $437,172,867Expenses 2020: $431,535,265Net Income 2020: $5,637,6022020Revenue 2021: $432,672,998Expenses 2021: $460,313,463Net Income 2021: -$27,640,4652021Revenue 2022: $422,302,896Expenses 2022: $448,117,548Net Income 2022: -$25,814,6522022Revenue 2023: $424,569,967Expenses 2023: $450,225,227Net Income 2023: -$25,655,2602023Revenue 2024: $423,780,744Expenses 2024: $448,566,298Net Income 2024: -$24,785,5542024

Highlighted filing

2017

Revenue$339,497,186
Expenses$363,071,219
Net Income-$23,574,033
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$339,497,186
Mission and Program Overview

Mission

The nrlca veba trust provides the funding for the rural carrier benefit plan that serves the nrlca's membership and the nrlca staff health plan which serves its employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$47,090,747$45,384,684▼ $1,706,063
Accounts Receivable$27,177,369$25,033,410▼ $2,143,959
Cash and Non-Interest-Bearing Accounts$907,405$109,987▼ $797,418
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$81,981,147$90,863,239▲ $8,882,092
Other Assets Total$53,896,373$65,719,842▲ $11,823,469
Liabilities
Accounts Payable and Accrued Expenses$34,740,734$41,026,089▲ $6,285,355
Other Liabilities$149,666$4,452,466▲ $4,302,800
Total Liabilities$34,890,400$45,478,555▲ $10,588,155
Net Assets / Fund Balance
Total Net Assets Fund Balance$47,090,747$45,384,684▼ $1,706,063
Total Liabilities and Net Assets / Fund Balance$81,981,147$90,863,239▲ $8,882,092

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$65,719,842--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cameron DemlDirector of Insurance ProgrFT$105,340$13,120$118,460

Board Members and Trustees

NameTitle
Clifford DailingTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$339,491,582
Investment Income
$5,604
Other Revenue
$0
Change in Net Assets
$-23,574,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,965,250
Salaries, Compensation, and Employee Benefits$400,525
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$334,705,444
Fees for Services Management---$10,300,132
Information Technology---$5,249,665
Office Expenses---$1,110,438
Insurance---$863,395
Occupancy---$454,369
Fees for Services Accounting---$223,000
Fees for Services Other---$217,809
Other Salaries and Wages---$166,664
Other Expenses---$126,557
Current Officers, Directors, Trustees, and Key Employees---$118,460
Other Employee Benefits---$115,401
Fees for Services Legal---$85,516
Travel---$54,072
Depreciation Depletion---$2,063
Total Functional Expenses$0$0$0$363,071,219
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
Cash Overdraft$4,342,479
Other Liabilities$109,987
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has engaged claims administration corp. (cac), an aetna subsidiary, to administer the insurance plans. United states fire insurance company provides stop loss insurance for the plans.”

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

“Once the initial 990 draft is completed, it is reviewed by the trustee of the organization. Once approved, the 990 and any related schedules are filed timely.”

Form 990, Part VI, Section B, Line 15

“The finance committee of the related organization, national rural letter carriers' association, reviews salary data and establishes the compensation of the manager of insurance programs.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy , and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Nrlca Veba Trust
EIN
46-5090278
Phone
7036845545
Address
1630 DUKE STREET 4TH FLOOR, ALEXANDRIA, VA 22314-3465

Signing Officer

Name
Clifford Dailing
Title
Trustee
Phone
7036845545
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clifford Dailing
Formed
2014
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
7501 WISCONSIN AVENUE SUITE 400E, BETHESDA, MD 20814
Preparer
DANIEL O'SHEA
Phone
3016529100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Contingency reserve payments 21,923,867.”

Raw XML Appendix331 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/AccountsReceivableGrp/EOYAmt025033410
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE NRLCA VEBA TRUST PROVIDES THE FUNDING FOR THE RURAL CARRIER BENEFIT PLAN THAT SERVES THE NRLCA'S MEMBERSHIP AND THE NRLCA STAFF HEALTH PLAN WHICH SERVES ITS EMPLOYEES.
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IRS990/MissionDesc0THE NRLCA VEBA TRUST PROVIDES THE FUNDING FOR THE RURAL CARRIER BENEFIT PLAN THAT SERVES THE NRLCA'S MEMBERSHIP AND THE NRLCA STAFF HEALTH PLAN WHICH SERVES ITS EMPLOYEES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ENGAGED CLAIMS ADMINISTRATION CORP. (CAC), AN AETNA SUBSIDIARY, TO ADMINISTER THE INSURANCE PLANS. UNITED STATES FIRE INSURANCE COMPANY PROVIDES STOP LOSS INSURANCE FOR THE PLANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONCE THE INITIAL 990 DRAFT IS COMPLETED, IT IS REVIEWED BY THE TRUSTEE OF THE ORGANIZATION. ONCE APPROVED, THE 990 AND ANY RELATED SCHEDULES ARE FILED TIMELY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCE COMMITTEE OF THE RELATED ORGANIZATION, NATIONAL RURAL LETTER CARRIERS' ASSOCIATION, REVIEWS SALARY DATA AND ESTABLISHES THE COMPENSATION OF THE MANAGER OF INSURANCE PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY , AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTINGENCY RESERVE PAYMENTS 21,923,867.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
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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
$90,863,239
Liabilities
$45,478,555
Net assets
$45,384,684
Revenue
$339,497,186
Expenses
$363,071,219
Net income
-$23,574,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$144$7.53$137$424$449$24.8
2023Detailed filing. Detailed filing data is available for this year.$133$3.75$129$425$450$25.7
2022Detailed filing. Detailed filing data is available for this year.$132$3.94$128$422$448$25.8
2021Detailed filing. Detailed filing data is available for this year.$116$11.5$105$433$460$27.6
2020Detailed filing. Detailed filing data is available for this year.$168$25.7$143$437$432$5.64
2019Detailed filing. Detailed filing data is available for this year.$91.7$27.5$64.2$392$428$35.6
2018Detailed filing. Detailed filing data is available for this year.$85.6$52.0$33.6$368$407$39.2
2017Detailed filing. Detailed filing data is available for this year.$90.9$45.5$45.4$339$363$23.6
2016Detailed filing. Detailed filing data is available for this year.$82.0$34.9$47.1$319$333$14.7
2015Detailed filing. Detailed filing data is available for this year.$97.2$32.0$65.2$303$312$9.29
2014Detailed filing. Detailed filing data is available for this year.$94.5$20.6$73.8$305$304$0.58