Civic Intelligence

Budd E&A Veba

990 • Fiscal year 2017 • EIN 81-2446302

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 29, 2018

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.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

3rd percentile

-69%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

39th percentile

$600

Higher top officer pay than 39% of similar nonprofits.

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

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

49th percentile

7.9%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$74,562,137

Up $5,429,053 (+7.9%) from 2016

Net Assets

Up

$74,512,837

Up $5,500,081 (+8.0%) from 2016

Liabilities

Down

$49,300

Down $71,028 (-59%) from 2016

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin3rd percentile

Revenue

Down

$3,555,148

Down $67,877,521 (-95%) from 2016

Expenses

Up

$6,007,081

Up $3,320,036 (+124%) from 2016

Net Income

Down

-$2,451,933

Down $71,197,557 (-104%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

2017

Assets$74,562,137
Liabilities$49,300
Net Assets$74,512,837
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

2017

Revenue$3,555,148
Expenses$6,007,081
Net Income-$2,451,933
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 29, 2018
Return Version
2017v2.2
Gross Receipts
$7,039,716
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$69,012,756$74,512,837▲ $5,500,081
Investments Other Securities$68,695,436$74,231,374▲ $5,535,938
Cash and Non-Interest-Bearing Accounts$265,685$294,755▲ $29,070
Prepaid Expenses and Deferred Charges$15,089$16,652▲ $1,563
Accounts Receivable-$14,067-
Savings and Temporary Cash Investments$156,874$5,289▼ $151,585
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$69,133,084$74,562,137▲ $5,429,053
Liabilities
Accounts Payable and Accrued Expenses$120,328$49,300▼ $71,028
Total Liabilities$120,328$49,300▼ $71,028
Net Assets / Fund Balance
Total Net Assets Fund Balance$69,012,756$74,512,837▲ $5,500,081
Total Liabilities and Net Assets / Fund Balance$69,133,084$74,562,137▲ $5,429,053

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$74,231,374--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
William Kroger JrCommittee Member$600$600
Mercedes F GodinCommittee Member$300$300
Thomas StuartCommittee Member$300$300
Thomas WhomsleyCommittee Member$300$300
Jacequenline DeloweryCommittee Member$225$225
Deric RighterCommittee Member$75$75
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,197,295
Investment Income
$1,357,853
Other Revenue
$0
Change in Net Assets
$-2,451,933

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,428,606
Revenue Not Reported on Financial Statements
$126,542
Revenue Not Reported on Form 990
$7,952,014
Total Revenue per Audited Statements
$11,380,620
Total Revenue per Form 990
$3,555,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$364,455
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---$5,640,826
Fees for Service Investment Mgmnt Fees---$126,542
Fees for Services Management---$78,000
Fees for Services Legal---$68,193
Insurance---$26,984
Fees for Services Accounting---$14,607
Current Officers, Directors, Trustees, and Key Employees---$1,800
All Other Expenses---$360
Other Expenses---$339
Conferences and Meetings---$260
Total Functional Expenses$0$0$0$6,007,081

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,007,081
Expenses per Audited Statements$5,880,539
Total Expenses per Audited Statements$5,880,539
Expenses Not Reported on Financial Statements$126,542
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
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
2018-10-29
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 Appendix319 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CDS ADMINISTRATORS INC
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IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE MEMBER
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IRS990/MissionDesc0THE 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.
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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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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06007081
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0120328
IRS990/TotalLiabilitiesEOYAmt049300
IRS990/TotalLiabilitiesGrp/BOYAmt0120328
IRS990/TotalLiabilitiesGrp/EOYAmt049300
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt069012756
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt074512837
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt014067
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt014067
IRS990/TotalProgramServiceRevenueAmt02197295
IRS990/TotalReportableCompFromOrgAmt01800
IRS990/TotalRevenueGrp/ExclusionAmt01258724
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02296424
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03555148
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt069133084
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt074562137
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015222
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M KROGER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04122012242
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-29
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A0FF8DD3CA6A967264B2D222D015CD4D22EBAC53
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F4CCF7C54A334D5C35552B614EF43FA9A541813D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.194.229.250
ReturnHeader/FilingSecurityInformation/IPDt02018-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:46:14
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/PreparationDt02018-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M HERISHEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-03T11:46:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
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
$74,562,137
Liabilities
$49,300
Net assets
$74,512,837
Revenue
$3,555,148
Expenses
$6,007,081
Net income
-$2,451,933
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