Civic Intelligence

Budd E&A Veba

EIN 81-2446302 • 501(c)9 • Pittsburgh, PA

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Profile

The budd e&a veba is established for the purpose of providing health and other welfare benefits to participants in accordance with the plan document, and as permissible under section 501(c)(9) of the internal revenue code as set forth herein.

60 Blvd Of The Allies 5th FloorPittsburgh, PA 15222

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

2nd percentile

-219%

Higher net margin than 2% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$600

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

37th percentile

2.8%

Faster asset growth than 37% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-48%

Faster revenue growth than 3% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$76,181,425

Up $2,070,758 (+2.8%) from 2023

Liabilities

Down

$21,389

Down $17,083 (-44%) from 2023

Net Assets

Up

$76,160,036

Up $2,087,841 (+2.8%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin2nd percentile

Revenue

Down

$1,523,001

Down $1,404,544 (-48%) from 2023

Expenses

Up

$4,852,691

Up $93,327 (+2.0%) from 2023

Net Income

Down

-$3,329,690

Down $1,497,871 (-82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$100M$50M$0Assets 2016: $69,133,084Liabilities 2016: $120,328Net Assets 2016: $69,012,7562016Assets 2017: $74,562,137Liabilities 2017: $49,300Net Assets 2017: $74,512,8372017Assets 2018: $67,771,204Liabilities 2018: $48,167Net Assets 2018: $67,723,0372018Assets 2019: $75,853,791Liabilities 2019: $57,601Net Assets 2019: $75,796,1902019Assets 2020: $81,075,274Liabilities 2020: $89,418Net Assets 2020: $80,985,8562020Assets 2021: $85,956,531Liabilities 2021: $79,626Net Assets 2021: $85,876,9052021Assets 2022: $69,764,014Liabilities 2022: $195,519Net Assets 2022: $69,568,4952022Assets 2023: $74,110,667Liabilities 2023: $38,472Net Assets 2023: $74,072,1952023Assets 2024: $76,181,425Liabilities 2024: $21,389Net Assets 2024: $76,160,0362024

Highlighted filing

2024

Assets$76,181,425
Liabilities$21,389
Net Assets$76,160,036
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2016: $71,432,669Expenses 2016: $2,687,045Net Income 2016: $68,745,6242016Revenue 2017: $3,555,148Expenses 2017: $6,007,081Net Income 2017: -$2,451,9332017Revenue 2018: $3,561,726Expenses 2018: $5,397,019Net Income 2018: -$1,835,2932018Revenue 2019: $3,489,773Expenses 2019: $5,466,327Net Income 2019: -$1,976,5542019Revenue 2020: $3,113,305Expenses 2020: $5,066,545Net Income 2020: -$1,953,2402020Revenue 2021: $2,422,459Expenses 2021: $3,460,198Net Income 2021: -$1,037,7392021Revenue 2022: $1,175,261Expenses 2022: $4,495,501Net Income 2022: -$3,320,2402022Revenue 2023: $2,927,545Expenses 2023: $4,759,364Net Income 2023: -$1,831,8192023Revenue 2024: $1,523,001Expenses 2024: $4,852,691Net Income 2024: -$3,329,6902024

Highlighted filing

2024

Revenue$1,523,001
Expenses$4,852,691
Net Income-$3,329,690
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$76,181,425
Liabilities
$21,389
Net assets
$76,160,036
Revenue
$1,523,001
Expenses
$4,852,691
Net income
-$3,329,690
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.2$0.02$76.2$1.52$4.85$3.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.1$0.04$74.1$2.93$4.76$1.83
2022Detailed filing. Detailed filing data is available for this year.$69.8$0.20$69.6$1.18$4.50$3.32
2021Detailed filing. Detailed filing data is available for this year.$86.0$0.08$85.9$2.42$3.46$1.04
2020Detailed filing. Detailed filing data is available for this year.$81.1$0.09$81.0$3.11$5.07$1.95
2019Detailed filing. Detailed filing data is available for this year.$75.9$0.06$75.8$3.49$5.47$1.98
2018Detailed filing. Detailed filing data is available for this year.$67.8$0.05$67.7$3.56$5.40$1.84
2017Detailed filing. Detailed filing data is available for this year.$74.6$0.05$74.5$3.56$6.01$2.45
2016Detailed filing. Detailed filing data is available for this year.$69.1$0.12$69.0$71.4$2.69$68.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$1,523,001
Mission and Program Overview

Mission

The budd e&a veba is established for the purpose of providing health and other welfare benefits to participants in accordance with the plan document, and as permissible under section 501(c)(9) of the internal revenue code as set forth herein.

To provide health and other welfare benefits to eligible participants and dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$74,072,195$76,160,036▲ $2,087,841
Investments Other Securities$73,763,251$75,229,706▲ $1,466,455
Savings and Temporary Cash Investments$90,024$695,721▲ $605,697
Cash and Non-Interest-Bearing Accounts$239,440$240,568▲ $1,128
Prepaid Expenses and Deferred Charges$17,952$15,430▼ $2,522
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$74,110,667$76,181,425▲ $2,070,758
Liabilities
Accounts Payable and Accrued Expenses$38,472$21,389▼ $17,083
Total Liabilities$38,472$21,389▼ $17,083
Net Assets / Fund Balance
Total Net Assets Fund Balance$74,072,195$76,160,036▲ $2,087,841
Total Liabilities and Net Assets / Fund Balance$74,110,667$76,181,425▲ $2,070,758

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$18,765,151--
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
William Kroger JrCommittee Member$600$600
Deric RighterCommittee Member$300$300
Thomas StuartCommittee Member$300$300
Thomas WhomsleyCommittee Member$300$300
Jim AllisonCommittee Member$125$125
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$42,798
Investment Income
$1,480,203
Other Revenue
$0
Change in Net Assets
$-3,329,690

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,386,428
Revenue Not Reported on Financial Statements
$136,573
Revenue Not Reported on Form 990
$5,417,531
Total Revenue per Audited Statements
$6,803,959
Total Revenue per Form 990
$1,523,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$367,361
Salaries, Compensation, and Employee Benefits$1,625
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,483,705
Fees for Service Investment Mgmnt Fees---$136,573
Fees for Services Management---$78,000
Fees for Services Legal---$32,574
Insurance---$26,452
Fees for Services Accounting---$20,781
Office Expenses---$4,153
Other Expenses---$1,897
Current Officers, Directors, Trustees, and Key Employees---$1,625
Fees for Services Other---$333
Total Functional Expenses$0$0$0$4,852,691

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,852,691
Expenses per Audited Statements$4,716,118
Total Expenses per Audited Statements$4,716,118
Expenses Not Reported on Financial Statements$136,573
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
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
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 form 990 was provided to the trust's administrator to be distributed to the committee members for their review prior to its filing.”

Form 990, Part VI, Section C, Line 19

“Any documents that the trust would be required to make available to the public can be obtained from the trust's third-party administrator, cds administrators.”

Filing and Contact Details

Filer

Filer Name
Budd E&a Veba
EIN
81-2446302
Phone
4122012242
Address
60 BLVD OF THE ALLIES 5TH FLOOR, PITTSBURGH, PA 15222

Signing Officer

Name
William M Kroger Jr
Title
Trustee
Phone
4122012242
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William M Kroger Jr
Formed
2016
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE STE 1200W, BETHESDA, MD 20814
Preparer
Joseph M Herishen CPA
Phone
2023319880
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“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 (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination. The plan is not aware of any uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML Appendix304 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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IRS990/Form990PartVIISectionAGrp/PersonNm3DERIC RIGHTER
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IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE MEMBER
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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 (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION. THE PLAN IS NOT AWARE OF ANY UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PROVIDED TO THE TRUST'S ADMINISTRATOR TO BE DISTRIBUTED TO THE COMMITTEE MEMBERS FOR THEIR REVIEW PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY DOCUMENTS THAT THE TRUST WOULD BE REQUIRED TO MAKE AVAILABLE TO THE PUBLIC CAN BE OBTAINED FROM THE TRUST'S THIRD-PARTY ADMINISTRATOR, CDS ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
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IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt074110667
IRS990/TotalAssetsEOYAmt076181425
IRS990/TotalAssetsGrp/BOYAmt074110667
IRS990/TotalAssetsGrp/EOYAmt076181425
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IRS990/TotalLiabilitiesEOYAmt021389
IRS990/TotalLiabilitiesGrp/BOYAmt038472
IRS990/TotalLiabilitiesGrp/EOYAmt021389
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt074072195
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt076160036
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt042798
IRS990/TotalReportableCompFromOrgAmt01625
IRS990/TotalRevenueGrp/ExclusionAmt01480203
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042798
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01523001
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt074110667
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt076181425
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015222
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M KROGER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122012242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUDD E&A VEBA
ReturnHeader/Filer/BusinessNameControlTxt0BUDD
ReturnHeader/Filer/EIN0812446302
ReturnHeader/Filer/PhoneNum04122012242
ReturnHeader/Filer/USAddress/AddressLine1Txt060 BLVD OF THE ALLIES 5TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE STE 1200W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M HERISHEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-10T11:28:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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