Civic Intelligence

Voluntary Benefits Plan for Uaw Retired Employees of Allis-Chalmers Corporation

990 • Fiscal year 2016 • EIN 94-3101366

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 04, 2017

Organization ProfileN/A

View Organization Page

26301 CURTISS-WRIGHT PARKWAY SuiteRichmond Hts, OH 44143

(216) 261-8414

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.07x

Higher debt load relative to revenue than 54% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

2nd percentile

-296%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$68,420

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

16th percentile

-7.3%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-62%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$46,633,711

Down $3,675,765 (-7.3%) from 2015

Net Assets

Down

$46,520,264

Down $3,677,061 (-7.3%) from 2015

Liabilities

Up

$113,447

Up $1,296 (+1.2%) from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin2nd percentile

Revenue

Down

$1,628,238

Down $2,685,366 (-62%) from 2015

Expenses

Down

$6,440,713

Down $605,213 (-8.6%) from 2015

Net Income

Down

-$4,812,475

Down $2,080,153 (-76%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$60M$40M$20M$0Assets 2010: $58,159,356Liabilities 2010: $269,253Net Assets 2010: $57,890,1032010Assets 2011: $54,384,332Liabilities 2011: $229,887Net Assets 2011: $54,154,4452011Assets 2012: $55,058,084Liabilities 2012: $253,674Net Assets 2012: $54,804,4102012Assets 2013: $59,887,702Liabilities 2013: $130,883Net Assets 2013: $59,756,8192013Assets 2014: $57,368,802Liabilities 2014: $351,398Net Assets 2014: $57,017,4042014Assets 2015: $50,309,476Liabilities 2015: $112,151Net Assets 2015: $50,197,3252015Assets 2016: $46,633,711Liabilities 2016: $113,447Net Assets 2016: $46,520,2642016Assets 2017: $47,169,796Liabilities 2017: $81,783Net Assets 2017: $47,088,0132017Assets 2018: $43,906,001Liabilities 2018: $41,888Net Assets 2018: $43,864,1132018Assets 2019: $43,863,736Liabilities 2019: $48,772Net Assets 2019: $43,814,9642019Assets 2020: $41,053,727Liabilities 2020: $39,683Net Assets 2020: $41,014,0442020Assets 2021: $37,899,688Liabilities 2021: $43,780Net Assets 2021: $37,855,9082021Assets 2022: $32,662,462Liabilities 2022: $19,885Net Assets 2022: $32,642,5772022Assets 2023: $32,102,751Liabilities 2023: $11,376Net Assets 2023: $32,091,3752023Assets 2024: $30,921,718Liabilities 2024: $4,132Net Assets 2024: $30,917,5862024

Highlighted filing

2016

Assets$46,633,711
Liabilities$113,447
Net Assets$46,520,264
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,829,2772010Expenses 2011: $6,433,1172011Expenses 2012: $6,397,8052012Revenue 2013: $7,185,898Expenses 2013: $5,749,865Net Income 2013: $1,436,0332013Revenue 2014: $4,921,569Expenses 2014: $6,461,881Net Income 2014: -$1,540,3122014Revenue 2015: $4,313,604Expenses 2015: $7,045,926Net Income 2015: -$2,732,3222015Revenue 2016: $1,628,238Expenses 2016: $6,440,713Net Income 2016: -$4,812,4752016Revenue 2017: $2,992,277Expenses 2017: $5,914,155Net Income 2017: -$2,921,8782017Revenue 2018: $10,207,195Expenses 2018: $5,236,129Net Income 2018: $4,971,0662018Revenue 2019: $1,504,601Expenses 2019: $4,563,425Net Income 2019: -$3,058,8242019Revenue 2020: $3,994,574Expenses 2020: $4,131,031Net Income 2020: -$136,4572020Revenue 2021: $1,212,266Expenses 2021: $4,226,794Net Income 2021: -$3,014,5282021Revenue 2022: $815,296Expenses 2022: $3,561,623Net Income 2022: -$2,746,3272022Revenue 2023: $1,334,699Expenses 2023: $2,412,499Net Income 2023: -$1,077,8002023Revenue 2024: -$739,913Expenses 2024: $2,320,041Net Income 2024: -$3,059,9542024

Highlighted filing

2016

Revenue$1,628,238
Expenses$6,440,713
Net Income-$4,812,475
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 4, 2017
Return Version
2016v3.1
Gross Receipts
$31,008,028
Mission and Program Overview

Mission

To provide heath and death benefits to retirees of allis-chalmers corporation.

To provide health and death benefits to retirees of allis-chalmers corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$50,197,325$46,520,264▼ $3,677,061
Investments in Publicly Traded Securities$48,025,830$45,157,126▼ $2,868,704
Savings and Temporary Cash Investments$1,477,725$725,164▼ $752,561
Prepaid Expenses and Deferred Charges$339,849$389,206▲ $49,357
Cash and Non-Interest-Bearing Accounts$392,732$339,547▼ $53,185
Accounts Receivable$73,340$22,668▼ $50,672
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$50,309,476$46,633,711▼ $3,675,765
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$93,321$90,975▼ $2,346
Deferred Revenue$18,830$22,472▲ $3,642
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$112,151$113,447▲ $1,296
Net Assets / Fund Balance
Total Net Assets Fund Balance$50,197,325$46,520,264▼ $3,677,061
Total Liabilities and Net Assets / Fund Balance$50,309,476$46,633,711▼ $3,675,765
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
Wells Fargo BankTrustee$68,420$68,420
Richard L LichtensteinBenefits Committee Chair$24,580$24,580
Gerald L HalliburtonBenefits Committee Member$8,470$8,470
Jeff KosankeBenefits Committee Member$8,470$8,470

Board Members and Trustees

NameTitle
Renee Turner BaileyBenefits Committee Member
Ted SzczepaniakBenefits Committee Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefits Administrative Services CoBenefits Admin.2189 PARKWAY LAKE DR, Birmingham, AL 35244$261,022
Cds AdministratorsContract Admin.26301 CURTISS-WRIGHT PARKWAY 105, Richmond Hts, OH 44143$104,069
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$382,187
Investment Income
$1,161,842
Other Revenue
$84,209
Change in Net Assets
$-4,812,475

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,628,238
Revenue Not Reported on Form 990
$1,135,414
Total Revenue per Audited Statements
$2,763,652
Total Revenue per Form 990
$1,628,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$761,755
Salaries, Compensation, and Employee Benefits$105,560
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,573,398
Fees for Services Other---$568,507
Current Officers, Directors, Trustees, and Key Employees---$105,560
Fees for Service Investment Mgmnt Fees---$54,670
Fees for Services Legal---$53,512
Fees for Services Accounting---$44,575
Insurance---$38,916
Other Expenses---$1,575
Total Functional Expenses$0$0$0$6,440,713

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,440,713
Total Expenses per Audited Statements$6,440,713
Total Expenses per Form 990$6,440,713
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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

PART VI, SECTION A, LINE 8B:

“The organization does not have separate committees.”

PART VI, SECTION B, LINE 11:

“A copy of the return is provided to the chair of the benefits committee for review prior to filing.”

PART VI, SECTION C, LINE 19:

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Voluntary Benefits Plan for Uaw Retired
EIN
94-3101366
In Care Of
% JANIS L BAIR
Phone
2162618414
Address
26301 CURTISS-WRIGHT PARKWAY Suite, RICHMOND HTS, OH 44143

Signing Officer

Name
Richard L Lichtenstein
Title
Officer
Phone
2162618414
Signed
2017-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard L Lichtenstein
Formed
1988
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Bdo USA Llp
Address
32125 SOLON ROAD, SOLON, OH 44139
Preparer
Kenneth L Levine
Phone
4402488787
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust funding the plan has received an exemption letter from the internal revenue service dated december 2, 1988, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (the code) as a voluntary employee beneficiary association. The plan and trust are required to operate in conformity with the code to maintain the tax-exempt status of the trust. The plan administrator believes the plan is being operated in compliance with the applicable requirements of the code and therefore, believes the related trust is tax exempt. 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 plan has taken an uncertain position that more likely than not would not be sustained upon examination by the tax authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2016 and 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix400 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/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt01575
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0CLASS ACTION LAWSUITS
IRS990/OtherRevenueMiscGrp/ExclusionAmt084209
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt084209
IRS990/OtherRevenueTotalAmt084209
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0339849
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0389206
IRS990/PrincipalOfficerNm0RICHARD L LICHTENSTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1CMS SUBSIDY
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1319542
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt062645
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1319542
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt06125159
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03828863
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0814182
IRS990/PYOtherRevenueAmt011445
IRS990/PYProgramServiceRevenueAmt0473296
IRS990/PYRevenuesLessExpensesAmt0-2732322
IRS990/PYSalariesCompEmpBnftPaidAmt0106585
IRS990/PYTotalExpensesAmt07045926
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04313604
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-4812475
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt050197325
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt046520264
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01477725
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0725164
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt06440713
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01135414
IRS990ScheduleD/RevenueNotReportedAmt01135414
IRS990ScheduleD/RevenueSubtotalAmt01628238
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED DECEMBER 2, 1988, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (THE CODE) AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE AND THEREFORE, BELIEVES THE RELATED TRUST IS TAX EXEMPT. 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 PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2016 AND 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01628238
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02763652
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06440713
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE SEPARATE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN IS PROVIDED TO THE CHAIR OF THE BENEFITS COMMITTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION C, LINE 19:
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt050309476
IRS990/TotalAssetsEOYAmt046633711
IRS990/TotalAssetsGrp/BOYAmt050309476
IRS990/TotalAssetsGrp/EOYAmt046633711
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06440713
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0112151
IRS990/TotalLiabilitiesEOYAmt0113447
IRS990/TotalLiabilitiesGrp/BOYAmt0112151
IRS990/TotalLiabilitiesGrp/EOYAmt0113447
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt050197325
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt046520264
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0382187
IRS990/TotalReportableCompFromOrgAmt0109940
IRS990/TotalRevenueGrp/ExclusionAmt01246051
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0382187
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01628238
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt050309476
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt046633711
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY1
IRS990/USAddress/CityNm0RICHMOND HTS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044143
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD L LICHTENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VOLUNTARY BENEFITS PLAN FOR UAW RETIRED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES OF ALLIS-CHALMERS CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0943101366
ReturnHeader/Filer/InCareOfNm0% JANIS L BAIR
ReturnHeader/Filer/PhoneNum02162618414
ReturnHeader/Filer/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY Suite
ReturnHeader/Filer/USAddress/CityNm0RICHMOND HTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044143
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08C70FE1CCBDA104FAEB314B1D455D5075C5F4CC1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078143284080E0ED267DEFE2B4A8A3019B4683EE8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034986820173135000004
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.31.46.4
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032125 SOLON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044139
ReturnHeader/PreparerPersonGrp/PhoneNum04402488787
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth L Levine
ReturnHeader/ReturnTs02017-11-09T10:54:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
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
$46,633,711
Liabilities
$113,447
Net assets
$46,520,264
Revenue
$1,628,238
Expenses
$6,440,713
Net income
-$4,812,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.9$0.00$30.9$0.74$2.32$3.06
2023Detailed filing. Detailed filing data is available for this year.$32.1$0.01$32.1$1.33$2.41$1.08
2022Detailed filing. Detailed filing data is available for this year.$32.7$0.02$32.6$0.82$3.56$2.75
2021Detailed filing. Detailed filing data is available for this year.$37.9$0.04$37.9$1.21$4.23$3.01
2020Detailed filing. Detailed filing data is available for this year.$41.1$0.04$41.0$3.99$4.13$0.14
2019Detailed filing. Detailed filing data is available for this year.$43.9$0.05$43.8$1.50$4.56$3.06
2018Detailed filing. Detailed filing data is available for this year.$43.9$0.04$43.9$10.2$5.24$4.97
2017Detailed filing. Detailed filing data is available for this year.$47.2$0.08$47.1$2.99$5.91$2.92
2016Detailed filing. Detailed filing data is available for this year.$46.6$0.11$46.5$1.63$6.44$4.81
2015Detailed filing. Detailed filing data is available for this year.$50.3$0.11$50.2$4.31$7.05$2.73
2014Detailed filing. Detailed filing data is available for this year.$57.4$0.35$57.0$4.92$6.46$1.54
2013Detailed filing. Detailed filing data is available for this year.$59.9$0.13$59.8$7.19$5.75$1.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.1$0.25$54.8$6.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.4$0.23$54.2$6.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.2$0.27$57.9$6.83