Civic Intelligence

Budd E&A Veba

990 • Fiscal year 2021 • EIN 81-2446302

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

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

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

47th percentile

0.03x

Higher debt load relative to revenue than 47% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Net Margin

7th percentile

-43%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

44th percentile

6.0%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-22%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$85,956,531

Up $4,881,257 (+6.0%) from 2020

Net Assets

Up

$85,876,905

Up $4,891,049 (+6.0%) from 2020

Liabilities

Down

$79,626

Down $9,792 (-11%) from 2020

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin7th percentile

Revenue

Down

$2,422,459

Down $690,846 (-22%) from 2020

Expenses

Down

$3,460,198

Down $1,606,347 (-32%) from 2020

Net Income

Up

-$1,037,739

Up $915,501 (+47%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2021

Assets$85,956,531
Liabilities$79,626
Net Assets$85,876,905
Open 2021 Filing

Operations Trend

Revenue Growth7th 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

2021

Revenue$2,422,459
Expenses$3,460,198
Net Income-$1,037,739
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.2
Gross Receipts
$2,422,459
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$80,985,856$85,876,905▲ $4,891,049
Investments Other Securities$80,723,237$85,502,023▲ $4,778,786
Cash and Non-Interest-Bearing Accounts$36,852$427,034▲ $390,182
Accounts Receivable$58,295$0▼ $58,295
Prepaid Expenses and Deferred Charges$16,855$14,465▼ $2,390
Savings and Temporary Cash Investments$240,035$13,009▼ $227,026
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$81,075,274$85,956,531▲ $4,881,257
Liabilities
Accounts Payable and Accrued Expenses$89,418$79,626▼ $9,792
Total Liabilities$89,418$79,626▼ $9,792
Net Assets / Fund Balance
Total Net Assets Fund Balance$80,985,856$85,876,905▲ $4,891,049
Total Liabilities and Net Assets / Fund Balance$81,075,274$85,956,531▲ $4,881,257

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$85,502,023--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
William Kroger JrCommittee Member$600$600
Deric RighterCommittee 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
$1,172,369
Investment Income
$1,250,090
Other Revenue
$0
Change in Net Assets
$-1,037,739

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,283,552
Revenue Not Reported on Financial Statements
$138,907
Revenue Not Reported on Form 990
$5,928,788
Total Revenue per Audited Statements
$8,212,340
Total Revenue per Form 990
$2,422,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$356,510
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---$3,101,888
Fees for Service Investment Mgmnt Fees---$138,907
Fees for Services Management---$78,000
Fees for Services Legal---$40,608
Insurance---$26,091
Fees for Services Accounting---$18,228
Current Officers, Directors, Trustees, and Key Employees---$1,800
Other Expenses---$37
Total Functional Expenses$0$0$0$3,460,198

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,460,198
Expenses per Audited Statements$3,321,291
Total Expenses per Audited Statements$3,321,291
Expenses Not Reported on Financial Statements$138,907
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
Chairman
Phone
4122012242
Signed
2022-10-31
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

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.”

Raw XML Appendix308 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.
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/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt081075274
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt085956531
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/USAddress/ZIPCd015222
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M KROGER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04122012242
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
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ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M HERISHEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-08T22:34:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KROGER JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,956,531
Liabilities
$79,626
Net assets
$85,876,905
Revenue
$2,422,459
Expenses
$3,460,198
Net income
-$1,037,739
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