Civic Intelligence

Budd E&A Veba

990 • Fiscal year 2016 • EIN 81-2446302

Aug 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

Organization ProfileN/A

View Organization Page

60 Blvd Of The Allies 5th FloorPittsburgh, PA 15222

(412) 201-2242

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

34th percentile

$600

Higher top officer pay than 34% of similar nonprofits.

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

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets27th percentile

Assets

$69,133,084

No earlier filing loaded for comparison.

Net Assets

$69,012,756

No earlier filing loaded for comparison.

Liabilities

$120,328

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin99th percentile

Revenue

$71,432,669

No earlier filing loaded for comparison.

Expenses

$2,687,045

No earlier filing loaded for comparison.

Net Income

$68,745,624

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$69,133,084
Liabilities$120,328
Net Assets$69,012,756
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$71,432,669
Expenses$2,687,045
Net Income$68,745,624
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$141,175,887
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$0$69,012,756▲ $69,012,756
Investments Other Securities-$68,695,436-
Cash and Non-Interest-Bearing Accounts-$265,685-
Savings and Temporary Cash Investments-$156,874-
Prepaid Expenses and Deferred Charges-$15,089-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$69,133,084▲ $69,133,084
Liabilities
Accounts Payable and Accrued Expenses-$120,328-
Total Liabilities$0$120,328▲ $120,328
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$69,012,756▲ $69,012,756
Total Liabilities and Net Assets / Fund Balance$0$69,133,084▲ $69,133,084

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$68,695,436--
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleBaseTotal
William Kroger JrCommittee Member$600$600
Jacequenline DeloweryCommittee Member$300$300
Mercedes F GodinCommittee Member$300$300
Thomas StuartCommittee Member$300$300
Thomas WhomsleyCommittee Member$300$300
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$70,989,120
Investment Income
$443,549
Other Revenue
$0
Change in Net Assets
$68,745,624

Audited Revenue Reconciliation

Revenue per Audited Statements
$71,387,447
Revenue Not Reported on Financial Statements
$45,222
Revenue Not Reported on Form 990
$267,132
Total Revenue per Audited Statements
$71,654,579
Total Revenue per Form 990
$71,432,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,777
Salaries, Compensation, and Employee Benefits$1,800
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,553,468
Fees for Service Investment Mgmnt Fees---$45,222
Fees for Services Management---$32,500
Fees for Services Legal---$23,002
Insurance---$10,777
Current Officers, Directors, Trustees, and Key Employees---$1,800
Other Expenses---$183
Conferences and Meetings---$93
Total Functional Expenses$0$0$0$2,687,045

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,687,045
Expenses per Audited Statements$2,641,823
Total Expenses per Audited Statements$2,641,823
Expenses Not Reported on Financial Statements$45,222
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 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
Chairman
Phone
4122012242
Signed
2017-11-02
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
Salter & Company LLC
Address
4600 EAST-WEST HIGHWAY SUITE 300, BETHESDA, MD 20814-3415
Preparer
Joseph M Herishen CPA
Phone
3018307400
Supplemental Narrative

Additional Explanations

Part XII - Line 2 (C)

“The committee has not delegated responsibility for the oversight of the audit, review, or compilation of its financial statements or the selection of an independent accountant to a subcommittee.”

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 as of december 31, 2016.”

Raw XML Appendix288 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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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 AS OF DECEMBER 31, 2016.
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/ExplanationTxt2THE COMMITTEE HAS NOT DELEGATED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS OR THE SELECTION OF AN INDEPENDENT ACCOUNTANT TO A SUBCOMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII - LINE 2 (C)
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M KROGER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0057E18E83C808AD49FBB6FE923941A2CEDFD84F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId000BE48F0AB4807CEECB136980997BAB54CC15B2A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.194.229.250
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:40:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208078757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALTER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 EAST-WEST HIGHWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208143415
ReturnHeader/PreparerPersonGrp/PhoneNum03018307400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M HERISHEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-10T12:41:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,133,084
Liabilities
$120,328
Net assets
$69,012,756
Revenue
$71,432,669
Expenses
$2,687,045
Net income
$68,745,624
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