Civic Intelligence

Nm Group Global LLC Health Benefit Trust

990 • Fiscal year 2020 • EIN 46-7518358

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

Organization ProfileN/A
161 Greenfield StreetTiffin, OH 44883-2499

(312) 322-9800

Siviq Scores

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

Liabilities / Assets

71st percentile

0.08x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.02x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$5,000

Higher top officer pay than 66% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

8th percentile

-31%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-4.4%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$988,110

Down $447,055 (-31%) from 2019

Net Assets

Down

$913,129

Down $408,390 (-31%) from 2019

Liabilities

Down

$74,981

Down $38,665 (-34%) from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin21st percentile

Revenue

Down

$3,775,302

Down $173,854 (-4.4%) from 2019

Expenses

Down

$4,183,692

Down $2,956 (-0.1%) from 2019

Net Income

Down

-$408,390

Down $170,898 (-72%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $449,001Liabilities 2014: $0Net Assets 2014: $449,0012014Assets 2015: $1,233,426Liabilities 2015: $0Net Assets 2015: $1,233,4262015Assets 2016: $540,172Liabilities 2016: $0Net Assets 2016: $540,1722016Assets 2017: $602,906Liabilities 2017: $0Net Assets 2017: $602,9062017Assets 2018: $1,660,802Liabilities 2018: $0Net Assets 2018: $1,660,8022018Assets 2019: $1,435,165Liabilities 2019: $113,646Net Assets 2019: $1,321,5192019Assets 2020: $988,110Liabilities 2020: $74,981Net Assets 2020: $913,1292020Assets 2021: $732,402Liabilities 2021: $185,434Net Assets 2021: $546,9682021Assets 2022: $374,848Liabilities 2022: $78,631Net Assets 2022: $296,2172022Assets 2023: $1,851,576Liabilities 2023: $98,528Net Assets 2023: $1,753,0482023Assets 2024: $880,107Liabilities 2024: $217,350Net Assets 2024: $662,7572024

Highlighted filing

2020

Assets$988,110
Liabilities$74,981
Net Assets$913,129
Open 2020 Filing

Operations Trend

Revenue Growth42nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $6,028,396Expenses 2014: $5,579,395Net Income 2014: $449,0012014Revenue 2015: $7,786,389Expenses 2015: $7,001,964Net Income 2015: $784,4252015Revenue 2016: $7,646,213Expenses 2016: $8,339,467Net Income 2016: -$693,2542016Revenue 2017: $9,039,653Expenses 2017: $8,976,919Net Income 2017: $62,7342017Revenue 2018: $6,227,479Expenses 2018: $5,169,583Net Income 2018: $1,057,8962018Revenue 2019: $3,949,156Expenses 2019: $4,186,648Net Income 2019: -$237,4922019Revenue 2020: $3,775,302Expenses 2020: $4,183,692Net Income 2020: -$408,3902020Revenue 2021: $3,915,609Expenses 2021: $4,281,770Net Income 2021: -$366,1612021Revenue 2022: $4,750,871Expenses 2022: $5,001,622Net Income 2022: -$250,7512022Revenue 2023: $6,035,466Expenses 2023: $4,578,635Net Income 2023: $1,456,8312023Revenue 2024: $5,051,751Expenses 2024: $6,142,042Net Income 2024: -$1,090,2912024

Highlighted filing

2020

Revenue$3,775,302
Expenses$4,183,692
Net Income-$408,390
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$3,775,302
Mission and Program Overview

Mission

The Organization was formed to act as a funding mechanism for the medical, dental and vision benefits offered to the eligible employees of NM Group Global and its eligible related entities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,435,165$988,110▼ $447,055
Rtn Earn Endowment Incm Other Fnds$1,321,519$913,129▼ $408,390
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,435,165$988,110▼ $447,055
Liabilities
Accounts Payable and Accrued Expenses$113,646$74,981▼ $38,665
Total Liabilities$113,646$74,981▼ $38,665
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,321,519$913,129▼ $408,390
Total Liabilities and Net Assets / Fund Balance$1,435,165$988,110▼ $447,055
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleBaseTotal
-Trustee$5,000$5,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,767,623
Investment Income
$7,679
Other Revenue
$0
Change in Net Assets
$-408,390

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,775,302
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,775,302
Total Revenue per Form 990
$3,775,302
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$221,975
Salaries, Compensation, and Employee Benefits$5,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,956,717
Fees for Services Other---$189,039
Fees for Services Accounting---$28,290
Current Officers, Directors, Trustees, and Key Employees---$5,000
Fees for Services Legal---$4,646
Total Functional Expenses$0$0$0$4,183,692

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,183,692
Total Expenses per Audited Statements$4,183,692
Total Expenses per Form 990$4,183,692
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 35% controlled entity
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
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

“No review was conducted.”

Form 990, Part VI, Section B, line 12

“Due to the nature and small size of this organization, a conflict of interest policy is not warranted, and therefore, this question has been answered "No."”

Form 990, Part VI, Section C, line 19

“Governing documents, conflict of interest policies, and financial statements are not required disclosures pursuant to Internal Revenue code (IRC) Section 6104, Therefore, these documents are not made available to the public at this time.”

Filing and Contact Details

Filer

Filer Name
NM Group Global LLC Health Benefit Trust
EIN
46-7518358
Phone
3123229800
Address
161 Greenfield Street, Tiffin, OH 44883-2499

Signing Officer

Name
Jean Sommer
Title
Assistant Treasurer
Phone
3123229800
Signed
2021-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean Sommer
Formed
2014
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
30 S Wacker Dr Ste 3300, Chicago, IL 60606
Preparer
Rebekuh Eley
Phone
3126343400
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The Plan and related VEBA trust are qualified pursuant to Section 501(c)(9) of the Internal Revenue Code (IRC) and, accordingly, the Plan's net investment income is exempt from income taxes. The VEBA trust obtained a favorable tax determination letter from the IRC dated October 15, 2015 and the Plan Administrator believes that the VEBA trust, as amended, continues to qualify and to operate in accordance with applicable sections of the IRC. 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 if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix281 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0113646
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt074981
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The Organization was formed to act as a funding mechanism for the medical, dental and vision benefits offered to the eligible employees of NM Group Global and its eligible related entities.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt03956717
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Jean Sommer
IRS990/BooksInCareOfDetail/PhoneNum03123229800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011114 Harlem Ave PO Box 40
IRS990/BooksInCareOfDetail/USAddress/CityNm0Worth
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060482
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt05000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt03956717
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07679
IRS990/CYOtherExpensesAmt0221975
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03767623
IRS990/CYRevenuesLessExpensesAmt0-408390
IRS990/CYSalariesCompEmpBnftPaidAmt05000
IRS990/CYTotalExpensesAmt04183692
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03775302
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The Organization was formed to act as a funding mechanism for the medical, dental and vision benefits offered to the eligible employees of NM Group Global and its eligible related entities.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt028290
IRS990/FeesForServicesLegalGrp/TotalAmt04646
IRS990/FeesForServicesOtherGrp/TotalAmt0189039
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Fifth Third Bank
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03775302
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07679
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt07679
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Organization was formed to act as a funding mechanism for the medical, dental and vision benefits offered to the eligible employees of NM Group Global and its eligible related entities.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01321519
IRS990/NetAssetsOrFundBalancesEOYAmt0913129
IRS990/NetUnrelatedBusTxblIncmAmt06679
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Jean Sommer
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Employer/Employee Cont
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03767623
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03767623
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03863670
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt046544
IRS990/PYOtherExpensesAmt0317978
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03902612
IRS990/PYRevenuesLessExpensesAmt0-237492
IRS990/PYSalariesCompEmpBnftPaidAmt05000
IRS990/PYTotalExpensesAmt04186648
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03949156
IRS990/ReconcilationRevenueExpnssAmt0-408390
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01321519
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0913129
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01435165
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0988110
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04183692
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03775302
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan and related VEBA trust are qualified pursuant to Section 501(c)(9) of the Internal Revenue Code (IRC) and, accordingly, the Plan's net investment income is exempt from income taxes. The VEBA trust obtained a favorable tax determination letter from the IRC dated October 15, 2015 and the Plan Administrator believes that the VEBA trust, as amended, continues to qualify and to operate in accordance with applicable sections of the IRC. 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 if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination. 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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04183692
IRS990ScheduleD/TotalRevenuePerForm990Amt03775302
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03775302
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04183692
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Due to the nature and small size of this organization, a conflict of interest policy is not warranted, and therefore, this question has been answered "No."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, conflict of interest policies, and financial statements are not required disclosures pursuant to Internal Revenue code (IRC) Section 6104, Therefore, these documents are not made available to the public at this time.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Alpha Capital III Management Inc
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0300040542
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0Holding Company
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0NM Group Global LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1National Machinery LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt011114 Harlem Ave PO Box 40
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0Worth
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd060482
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01435165
IRS990/TotalAssetsEOYAmt0988110
IRS990/TotalAssetsGrp/BOYAmt01435165
IRS990/TotalAssetsGrp/EOYAmt0988110
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04183692
IRS990/TotalGrossUBIAmt07679
IRS990/TotalLiabilitiesBOYAmt0113646
IRS990/TotalLiabilitiesEOYAmt074981
IRS990/TotalLiabilitiesGrp/BOYAmt0113646
IRS990/TotalLiabilitiesGrp/EOYAmt074981
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01321519
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0913129
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03767623
IRS990/TotalReportableCompFromOrgAmt05000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03767623
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03775302
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt07679
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01435165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0988110
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011114 Harlem Ave PO Box 40
IRS990/USAddress/CityNm0Worth
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060482
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jean Sommer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03123229800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NM Group Global LLC Health Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0NMGR
ReturnHeader/Filer/EIN0467518358
ReturnHeader/Filer/PhoneNum03123229800
ReturnHeader/Filer/USAddress/AddressLine1Txt0161 Greenfield Street
ReturnHeader/Filer/USAddress/CityNm0Tiffin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0448832499
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 S Wacker Dr Ste 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03126343400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebekuh Eley
ReturnHeader/ReturnTs02021-11-05T11:53:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jean
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sommer
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$988,110
Liabilities
$74,981
Net assets
$913,129
Revenue
$3,775,302
Expenses
$4,183,692
Net income
-$408,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.22$0.66$5.05$6.14$1.09
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.10$1.75$6.04$4.58$1.46
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.08$0.30$4.75$5.00$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.19$0.55$3.92$4.28$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.07$0.91$3.78$4.18$0.41
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.11$1.32$3.95$4.19$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$6.23$5.17$1.06
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$9.04$8.98$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$7.65$8.34$0.69
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$7.79$7.00$0.78
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$6.03$5.58$0.45