Civic Intelligence

Budd E&A Veba

990 • Fiscal year 2023 • EIN 81-2446302

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 17, 2024

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

22nd percentile

0.00x

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

7th percentile

-63%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

40th percentile

$600

Higher top officer pay than 40% of similar nonprofits.

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

45th percentile

6.2%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

149%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$74,110,667

Up $4,346,653 (+6.2%) from 2022

Net Assets

Up

$74,072,195

Up $4,503,700 (+6.5%) from 2022

Liabilities

Down

$38,472

Down $157,047 (-80%) from 2022

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin7th percentile

Revenue

Up

$2,927,545

Up $1,752,284 (+149%) from 2022

Expenses

Up

$4,759,364

Up $263,863 (+5.9%) from 2022

Net Income

Up

-$1,831,819

Up $1,488,421 (+45%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2023

Assets$74,110,667
Liabilities$38,472
Net Assets$74,072,195
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$2,927,545
Expenses$4,759,364
Net Income-$1,831,819
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 17, 2024
Return Version
2023v5.1
Gross Receipts
$5,922,235
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$69,568,495$74,072,195▲ $4,503,700
Investments Other Securities$69,049,630$73,763,251▲ $4,713,621
Cash and Non-Interest-Bearing Accounts$81,856$239,440▲ $157,584
Savings and Temporary Cash Investments$12,230$90,024▲ $77,794
Prepaid Expenses and Deferred Charges$20,298$17,952▼ $2,346
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$69,764,014$74,110,667▲ $4,346,653
Other Assets Total$600,000$0▼ $600,000
Liabilities
Accounts Payable and Accrued Expenses$195,519$38,472▼ $157,047
Total Liabilities$195,519$38,472▼ $157,047
Net Assets / Fund Balance
Total Net Assets Fund Balance$69,568,495$74,072,195▲ $4,503,700
Total Liabilities and Net Assets / Fund Balance$69,764,014$74,110,667▲ $4,346,653

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$73,763,251--
Compensation and Service Providers
Top Officer Pay40th percentile

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
$46,059
Investment Income
$2,881,486
Other Revenue
$0
Change in Net Assets
$-1,831,819

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,793,877
Revenue Not Reported on Financial Statements
$133,668
Revenue Not Reported on Form 990
$6,335,519
Total Revenue per Audited Statements
$9,129,396
Total Revenue per Form 990
$2,927,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$364,571
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---$4,392,993
Fees for Service Investment Mgmnt Fees---$133,668
Fees for Services Management---$78,000
Fees for Services Legal---$41,636
Insurance---$26,275
Fees for Services Accounting---$19,752
Current Officers, Directors, Trustees, and Key Employees---$1,800
Other Expenses---$593
Total Functional Expenses$0$0$0$4,759,364

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,759,364
Expenses per Audited Statements$4,625,696
Total Expenses per Audited Statements$4,625,696
Expenses Not Reported on Financial Statements$133,668
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
2024-10-17
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 Appendix307 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/TotalNetAssetsFundBalanceGrp/EOYAmt074072195
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt046059
IRS990/TotalReportableCompFromOrgAmt01800
IRS990/TotalRevenueGrp/ExclusionAmt02881486
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt046059
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02927545
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt069764014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt074110667
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015222
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M KROGER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122012242
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-17
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ReturnHeader/Filer/BusinessNameControlTxt0BUDD
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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/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M HERISHEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-05T16:10:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,110,667
Liabilities
$38,472
Net assets
$74,072,195
Revenue
$2,927,545
Expenses
$4,759,364
Net income
-$1,831,819
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
2023Detailed filing. Detailed filing data is available for this year.$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