Civic Intelligence

Csr Post Retirement Medical Benefit Veba

EIN 91-1914549 • 501(c)9 • New York, NY

Profile

Voluntary Employees Beneficiary Association (VEBA trust) to provide certain post retirement employee welfare benefits to its eligible participants.

NewportTrust 570 Lexington Ave 150New York, NY 10022

www.veba.org

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-174%

Higher net margin than 3% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

NTEE Y • $1M-$5M nonprofits • Source year 2024

Asset Growth

14th percentile

-4.9%

Faster asset growth than 14% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

74%

Faster revenue growth than 91% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$3,409,878

Down $175,037 (-4.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,409,878

Down $175,037 (-4.9%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin3rd percentile

Revenue

Up

$104,398

Up $44,482 (+74%) from 2023

Expenses

Up

$286,016

Up $42,568 (+17%) from 2023

Net Income

Up

-$181,618

Up $1,914 (+1.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$10M$5.0M$0Assets 2010: $6,199,423Liabilities 2010: $204,051Net Assets 2010: $5,995,3722010Assets 2011: $7,276,016Liabilities 2011: $178,011Net Assets 2011: $7,098,0052011Assets 2012: $8,540,636Liabilities 2012: $732,741Net Assets 2012: $7,807,8952012Assets 2013: $8,293,017Liabilities 2013: $240,826Net Assets 2013: $8,052,1912013Assets 2014: $8,407,607Liabilities 2014: $229,238Net Assets 2014: $8,178,3692014Assets 2015: $7,816,627Liabilities 2015: $475,342Net Assets 2015: $7,341,2852015Assets 2016: $6,123,239Liabilities 2016: $0Net Assets 2016: $6,123,2392016Assets 2017: $5,741,288Liabilities 2017: $0Net Assets 2017: $5,741,2882017Assets 2018: $5,158,491Liabilities 2018: $0Net Assets 2018: $5,158,4912018Assets 2019: $5,063,990Liabilities 2019: $0Net Assets 2019: $5,063,9902019Assets 2020: $4,940,982Liabilities 2020: $0Net Assets 2020: $4,940,9822020Assets 2021: $4,428,663Liabilities 2021: $0Net Assets 2021: $4,428,6632021Assets 2022: $3,642,503Liabilities 2022: $0Net Assets 2022: $3,642,5032022Assets 2023: $3,584,915Liabilities 2023: $0Net Assets 2023: $3,584,9152023Assets 2024: $3,409,878Liabilities 2024: $0Net Assets 2024: $3,409,8782024

Highlighted filing

2024

Assets$3,409,878
Liabilities$0
Net Assets$3,409,878
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $1,319,331Expenses 2010: $561,600Net Income 2010: $757,7312010Revenue 2011: $1,452,677Expenses 2011: $350,044Net Income 2011: $1,102,6332011Revenue 2012: $1,615,110Expenses 2012: $905,220Net Income 2012: $709,8902012Revenue 2013: $823,314Expenses 2013: $579,018Net Income 2013: $244,2962013Revenue 2014: $780,863Expenses 2014: $539,200Net Income 2014: $241,6632014Revenue 2015: $688,987Expenses 2015: $1,506,539Net Income 2015: -$817,5522015Revenue 2016: $7,764Expenses 2016: $769,691Net Income 2016: -$761,9272016Revenue 2017: $3,041Expenses 2017: $610,747Net Income 2017: -$607,7062017Revenue 2018: $3,743Expenses 2018: $594,097Net Income 2018: -$590,3542018Revenue 2019: $138,064Expenses 2019: $548,089Net Income 2019: -$410,0252019Revenue 2020: $8,725Expenses 2020: $494,429Net Income 2020: -$485,7042020Revenue 2021: $501Expenses 2021: $419,186Net Income 2021: -$418,6852021Revenue 2022: $9,495Expenses 2022: $417,853Net Income 2022: -$408,3582022Revenue 2023: $59,916Expenses 2023: $243,448Net Income 2023: -$183,5322023Revenue 2024: $104,398Expenses 2024: $286,016Net Income 2024: -$181,6182024

Highlighted filing

2024

Revenue$104,398
Expenses$286,016
Net Income-$181,618
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
$3,409,878
Liabilities
$0
Net assets
$3,409,878
Revenue
$104,398
Expenses
$286,016
Net income
-$181,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.00$3.41$0.10$0.29$0.18
2023Summary only. Only limited summary data is available for this year.$3.58$0.00$3.58$0.06$0.24$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.00$3.64$0.01$0.42$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.43$0.00$4.43$0.00$0.42$0.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$0.00$4.94$0.01$0.49$0.49
2019Summary only. Only limited summary data is available for this year.$5.06$0.00$5.06$0.14$0.55$0.41
2018Summary only. Only limited summary data is available for this year.$5.16$0.00$5.16$0.00$0.59$0.59
2017Summary only. Only limited summary data is available for this year.$5.74$0.00$5.74$0.00$0.61$0.61
2016Summary only. Only limited summary data is available for this year.$6.12$0.00$6.12$0.01$0.77$0.76
2015Summary only. Only limited summary data is available for this year.$7.82$0.48$7.34$0.69$1.51$0.82
2014Summary only. Only limited summary data is available for this year.$8.41$0.23$8.18$0.78$0.54$0.24
2013Summary only. Only limited summary data is available for this year.$8.29$0.24$8.05$0.82$0.58$0.24
2012Summary only. Only limited summary data is available for this year.$8.54$0.73$7.81$1.62$0.91$0.71
2011Summary only. Only limited summary data is available for this year.$7.28$0.18$7.10$1.45$0.35$1.10
2010Summary only. Only limited summary data is available for this year.$6.20$0.20$6.00$1.32$0.56$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 7, 2025
Return Version
2024v5.2
Gross Receipts
$301,369
Mission and Program Overview

Mission

Voluntary Employees Beneficiary Association (VEBA trust) to provide certain post retirement employee welfare benfits to its eligible participants.

Voluntary Employee Beneficiary Association (VEBA) trust to provide retiree health reimbursement accounts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,584,915$3,409,878▼ $175,037
Investments in Publicly Traded Securities$3,227,340$2,853,745▼ $373,595
Savings and Temporary Cash Investments$355,979$554,052▲ $198,073
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,584,915$3,409,878▼ $175,037
Other Assets Total$1,596$2,081▲ $485
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,584,915$3,409,878▼ $175,037
Total Liabilities and Net Assets / Fund Balance$3,584,915$3,409,878▼ $175,037
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
-CEO, President and Chief F
William RyanRelationship Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$30,209
Other Revenue
$74,189
Change in Net Assets
$-181,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,212
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$130,804--$130,804
Fees for Service Investment Mgmnt Fees$67,296--$67,296
Fees for Services Legal$30,041--$30,041
Fees for Services Other$30,000--$30,000
Fees for Services Accounting$25,625--$25,625
Other Expenses$2,250--$2,250
Total Functional Expenses$286,016$0$0$286,016
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 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 organization, as a VEBA Trust, is managed by an institutional trustee.The trust officer reviews and signs the Form 990.”

Form 990, Part VI, Section C, line 19

“Upon request, a copy of Form 990 will be provided to the public, and Form 5500 and audited financials will be provided to participants.”

Filing and Contact Details

Filer

Filer Name
CSR Post Retirement Medical Benefit VEBA
EIN
91-1914549
Phone
6463133555
Address
NewportTrust 570 Lexington Ave 150, New York, NY 10022

Signing Officer

Name
Jennifer Fullmer
Title
Relationship Manager
Phone
6463133555
Signed
2025-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Fullmer
Formed
1993
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Aprio Advisory Group LLC
Address
111 Rockville Pike Suite 600, Rockville, MD 20850
Preparer
Stacy Cullen
Phone
3012316200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Acturial Consulting Fees: Program service expenses 30,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 30,000.”

Raw XML Appendix261 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Voluntary Employee Beneficiary Association (VEBA) trust to provide retiree health reimbursement accounts.
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0130804
IRS990/BenefitsToMembersGrp/TotalAmt0130804
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Jennifer Fullmer
IRS990/BooksInCareOfDetail/PhoneNum06463133555
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0Relationship Manager
IRS990/BooksInCareOfDetail/USAddress/CityNm0New York
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010022
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0130804
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030209
IRS990/CYOtherExpensesAmt0155212
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IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-181618
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0286016
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0104398
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0This type of program does not apply to this type of organization.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0286016
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt025625
IRS990/FeesForServicesAccountingGrp/TotalAmt025625
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt030041
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IRS990/FeesForServicesOtherGrp/ProgramServicesAmt030000
IRS990/FeesForServicesOtherGrp/TotalAmt030000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt067296
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt067296
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0William Ryan
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Relationship Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt1CEO, President and Chief F
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt014856
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0211827
IRS990/GrossReceiptsAmt0301369
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt015353
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015353
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03227340
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02853745
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0196971
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt03409878
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt014856
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt014856
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06581
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01596
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Benefit Claims Manageme
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IRS990/OtherExpensesGrp/TotalAmt02250
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IRS990/OtherRevenueMiscGrp/Desc0Other Income
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IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt059916
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IRS990/ReconcilationRevenueExpnssAmt0-181618
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization, as a VEBA Trust, is managed by an institutional trustee.The trust officer reviews and signs the Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon request, a copy of Form 990 will be provided to the public, and Form 5500 and audited financials will be provided to participants.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Acturial Consulting Fees: Program service expenses 30,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 30,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
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IRS990/USAddress/CityNm0New York
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010022
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.veba.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Fullmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Relationship Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum06463133555
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CSR Post Retirement Medical Benefit VEBA
ReturnHeader/Filer/BusinessNameControlTxt0CSRP
ReturnHeader/Filer/EIN0911914549
ReturnHeader/Filer/PhoneNum06463133555
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ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Rockville Pike Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03012316200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacy Cullen
ReturnHeader/ReturnTs02025-07-14T13:38:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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