Civic Intelligence

Heafner Tire Group Inc Employee Welfare

EIN 58-1669170 • 501(c)9 • Huntersville, NC

Profile

Voluntary employee beneficiary association tax exempt trust with the purpose of providing funding for the payment of health benefits to full-time employees of american tire distributors, inc.

12200 Herbert Wayne CT Ste 150Huntersville, NC 28070-3145

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

24th percentile

-3.5%

Higher net margin than 24% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

98th percentile

$996,692

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

6th percentile

-100%

Faster asset growth than 6% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2021

Revenue Growth

10th percentile

-16%

Faster revenue growth than 10% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2021

Assets

Down

$0

Down $1,145,542 (-100%) from 2019

Liabilities

Down

$0

Down $696,263 (-100%) from 2019

Net Assets

Down

$0

Down $449,279 (-100%) from 2019

Revenue

Down

$22,176,445

Down $9,162,545 (-29%) from 2019

Expenses

Down

$22,956,904

Down $8,540,585 (-27%) from 2019

Net Income

Down

-$780,459

Down $621,960 (-392%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $352,478Liabilities 2011: $352,478Net Assets 2011: $02011Assets 2012: $416,588Liabilities 2012: $416,588Net Assets 2012: $02012Assets 2013: $388,871Liabilities 2013: $388,871Net Assets 2013: $02013Assets 2014: $472,537Liabilities 2014: $472,537Net Assets 2014: $02014Assets 2015: $593,892Liabilities 2015: $593,892Net Assets 2015: $02015Assets 2016: $780,283Liabilities 2016: $326,489Net Assets 2016: $453,7942016Assets 2017: $1,609,744Liabilities 2017: $1,376,506Net Assets 2017: $233,2382017Assets 2018: $1,004,330Liabilities 2018: $381,184Net Assets 2018: $623,1462018Assets 2019: $1,145,542Liabilities 2019: $696,263Net Assets 2019: $449,2792019Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $20,040,983Expenses 2011: $20,040,983Net Income 2011: $02011Revenue 2012: $22,950,725Expenses 2012: $22,950,725Net Income 2012: $02012Revenue 2013: $23,690,507Expenses 2013: $23,690,507Net Income 2013: $02013Revenue 2014: $25,727,734Expenses 2014: $25,727,734Net Income 2014: $02014Revenue 2015: $33,768,965Expenses 2015: $33,768,965Net Income 2015: $02015Revenue 2016: $36,675,147Expenses 2016: $36,221,353Net Income 2016: $453,7942016Revenue 2017: $41,092,234Expenses 2017: $41,312,790Net Income 2017: -$220,5562017Revenue 2018: $29,040,766Expenses 2018: $28,650,858Net Income 2018: $389,9082018Revenue 2019: $31,338,990Expenses 2019: $31,497,489Net Income 2019: -$158,4992019Revenue 2021: $22,176,445Expenses 2021: $22,956,904Net Income 2021: -$780,4592021

Highlighted filing

2021

Revenue$22,176,445
Expenses$22,956,904
Net Income-$780,459

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Sep 28, 2021
Signed
Feb 17, 2023
Return Version
2021v4.2
Gross Receipts
$22,176,445
Mission and Program Overview

Mission

Voluntary employee beneficiary association tax exempt trust with the purpose of providing funding for the payment of health benefits to full-time employees of american tire distributors, inc.

Veba tax exempt trust with the purpose of providing funding for the payment of health benefits to full-time employees of american tire distributors, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$813,808$0▼ $813,808
Cap Stk Tr Prin Current Funds$780,459$0▼ $780,459
Cash and Non-Interest-Bearing Accounts$398,417$0▼ $398,417
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,212,225$0▼ $1,212,225
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$431,766--
Total Liabilities$431,766$0▼ $431,766
Net Assets / Fund Balance
Total Net Assets Fund Balance$780,459$0▼ $780,459
Total Liabilities and Net Assets / Fund Balance$1,212,225$0▼ $1,212,225
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bill WilliamsTrustee
Rebecca SinclairTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,176,445
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-780,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,433,876
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$21,523,028--$21,523,028
Other Expenses$1,433,876--$1,433,876
Total Functional Expenses$22,956,904$0$0$22,956,904
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

There were no actions undertaken during the year for the plan.

Form 990, Part VI, Section A, Line 8B

There were no actions undertaken during the year for the plan.

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

The form 990 was prepared by a public accounting firm. The plan's trustee reviewed the form 990 along with any requested changes before the form 990 was filed with the irs.

Form 990, Part VI, Section B, Line 15

The trustee of the veba trust receives no compensation from the trust.

Form 990, Part VI, Section C, Line 19

The trust makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Heafner Tire Group Inc Employee Welfare
EIN
58-1669170
Phone
7049922000
Address
12200 HERBERT WAYNE CT STE 150, HUNTERSVILLE, NC 28070-3145

Signing Officer

Name
Rebecca Sinclair
Title
Trustee
Phone
7049922000
Signed
2023-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Williams
Formed
1983
Legal Domicile
Nc
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Forvis Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Raw XML Appendix353 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/BOYAmt0431766
IRS990/AccountsReceivableGrp/BOYAmt0813808
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0VEBA TAX EXEMPT TRUST WITH THE PURPOSE OF PROVIDING FUNDING FOR THE PAYMENT OF HEALTH BENEFITS TO FULL-TIME EMPLOYEES OF AMERICAN TIRE DISTRIBUTORS, INC.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BenefitsToMembersGrp/ProgramServicesAmt021523028
IRS990/BenefitsToMembersGrp/TotalAmt021523028
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIAM WILLIAMS
IRS990/BooksInCareOfDetail/PhoneNum07049922000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012200 HERBERT WAYNE CT STE 150
IRS990/BooksInCareOfDetail/USAddress/CityNm0HUNTERSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028078
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0780459
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0398417
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt021523028
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01433876
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt022176445
IRS990/CYRevenuesLessExpensesAmt0-780459
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt022956904
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022176445
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE TRUST PROVIDES FUNDING FOR THE PAYMENT OF HEALTH BENEFITS TO FULL-TIME EMPLOYEES OF AMERICAN TIRE DISTRIBUTORS, INC. (FORMERLY HEAFNER TIRE GROUP, INC.). EFFECTIVE JULY 26, 2021, THE BOARD OF AMERICAN TIRE DISTRIBUTORS, INC. APPROVED THE TERMINATION OF THE MEDICAL VEBA TRUST. NO FURTHER CONTRIBUTIONS HAVE BEEN MADE AND THE REMAINING ASSETS WERE USED TO PAY MEMBER CLAIMS PRIOR TO JULY 26, 2021.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt022956904
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0BILL WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1REBECCA SINCLAIR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0996692
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1807432
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt022176445
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TAX EXEMPT TRUST WITH THE PURPOSE OF PROVIDING FUNDING FOR THE PAYMENT OF HEALTH BENEFITS TO FULL-TIME EMPLOYEES OF AMERICAN TIRE DISTRIBUTORS, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0780459
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLAIMS ADMINISTRATOR FE
IRS990/OtherExpensesGrp/ProgramServicesAmt01433876
IRS990/OtherExpensesGrp/TotalAmt01433876
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0WILLIAM WILLIAMS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022176445
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022176445
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02934480
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0131799
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02931996
IRS990/PYRevenuesLessExpensesAmt0-134283
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03066279
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02931996
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-780459
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt022176445
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0996692
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1807432
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BILL WILLIAMS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1REBECCA SINCLAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0996692
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1807432
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0N/A
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02021-09-28
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE JULY 26, 2021, THE BOARD OF AMERICAN TIRE DISTRIBUTORS, INC. APPROVED THE TERMINATION OF THE MEDICAL VEBA TRUST. NO FURTHER CONTRIBUTIONS HAVE BEEN MADE AND THE REMAINING ASSETS WERE USED TO PAY MEMBER CLAIMS PRIOR TO JULY 26, 2021. THE REMAINING ASSETS WERE USED TO PAY MEMBER CLAIMS AND ALL AFFAIRS WERE CONCLUDED ON SEPTEMBER 28, 2021.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WERE NO ACTIONS UNDERTAKEN DURING THE YEAR FOR THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE WERE NO ACTIONS UNDERTAKEN DURING THE YEAR FOR THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS PREPARED BY A PUBLIC ACCOUNTING FIRM. THE PLAN'S TRUSTEE REVIEWED THE FORM 990 ALONG WITH ANY REQUESTED CHANGES BEFORE THE FORM 990 WAS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE OF THE VEBA TRUST RECEIVES NO COMPENSATION FROM THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0593796143
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TIRE DISTRIBUTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AMERICAN TIRE DISTRIBUTORS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt012200 HERBERT WAYNE CT STE 150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HUNTERSVILLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd028708
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt022176445
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AMERICAN TIRE DISTRIBUTORS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt01212225
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01212225
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022956904
IRS990/TotalFunctionalExpensesGrp/TotalAmt022956904
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0431766
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0431766
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0780459
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt022956904
IRS990/TotalProgramServiceRevenueAmt022176445
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022176445
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022176445
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01212225
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt01804124
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012200 HERBERT WAYNE CT STE 150
IRS990/USAddress/CityNm0HUNTERSVILLE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd0280703145
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd01
ReasonableCauseExplanation/ExplanationTxt0LATE FILING REASONABLE CAUSE STATEMENT THE PURPOSE OF THIS STATEMENT IS TO EXPLAIN THAT THE COMPANY HAD REASONABLE CAUSE FOR NOT TIMELY FILING THE FORM 990. THERE ARE SIGNIFICANT MITIGATING CIRCUMSTANCES FOR THE PLAN'S FAILURE TO FILE AUDITED FINANCIAL STATEMENTS WITH THE 2021 FORM 990, NAMELY, BETWEEN JANUARY 1, 2021 AND SEPTEMBER 28, 2021:(I) THERE WAS SIGNIFICANT TURNOVER WITHIN THE COMPANY'S PAYROLLDEPARTMENT IN TERMS OF THE PERSONNEL RESPONSIBLE FOR PROVIDING DATA TOTHE PLAN'S AUDITOR IN THE PARTICULAR FORMAT REQUIRED.(II) THERE WAS SIGNIFICANT TURNOVER WITHIN THE COMPANY'S BENEFITSDEPARTMENT IN TERMS OF THE PERSONNEL RESPONSIBLE FOR ENGAGING WITH THEPLAN'S AUDITOR AND ENSURING THAT THE AUDITOR HAD ALL INFORMATIONNECESSARY TO COMPLETE ITS AUDIT OF THE PLAN.(III) NEW EMPLOYEES NEEDED TIME TO GET UP TO SPEED ON WHAT NEEDED TO BEDONE AND HOW TO GATHER THE NECESSARY DATA FROM THE COMPANY'S SYSTEMS.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA SINCLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07049922000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEAFNER TIRE GROUP INC EMPLOYEE WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0HEAF
ReturnHeader/Filer/EIN0581669170
ReturnHeader/Filer/PhoneNum07049922000
ReturnHeader/Filer/USAddress/AddressLine1Txt012200 HERBERT WAYNE CT STE 150
ReturnHeader/Filer/USAddress/CityNm0HUNTERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0280703145
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 RIDGEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028806
ReturnHeader/PreparerPersonGrp/PhoneNum08282542254
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY BIBBY
ReturnHeader/ReturnTs02023-02-22T15:42:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REBECCA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SINCLAIR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-09-28
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.