Civic Intelligence

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

990 • Fiscal year 2017 • EIN 94-3101366

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.03x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

2nd percentile

-98%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$67,831

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

26th percentile

1.1%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

84%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$47,169,796

Up $536,085 (+1.1%) from 2016

Net Assets

Up

$47,088,013

Up $567,749 (+1.2%) from 2016

Liabilities

Down

$81,783

Down $31,664 (-28%) from 2016

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin2nd percentile

Revenue

Up

$2,992,277

Up $1,364,039 (+84%) from 2016

Expenses

Down

$5,914,155

Down $526,558 (-8.2%) from 2016

Net Income

Up

-$2,921,878

Up $1,890,597 (+39%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2017

Assets$47,169,796
Liabilities$81,783
Net Assets$47,088,013
Open 2017 Filing

Operations Trend

Revenue Growth96th 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

2017

Revenue$2,992,277
Expenses$5,914,155
Net Income-$2,921,878
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$47,892,623
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$46,520,264$47,088,013▲ $567,749
Investments in Publicly Traded Securities$45,157,126$45,002,151▼ $154,975
Savings and Temporary Cash Investments$725,164$1,551,876▲ $826,712
Prepaid Expenses and Deferred Charges$389,206$291,054▼ $98,152
Cash and Non-Interest-Bearing Accounts$339,547$272,764▼ $66,783
Accounts Receivable$22,668$51,951▲ $29,283
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$46,633,711$47,169,796▲ $536,085
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$90,975$60,355▼ $30,620
Deferred Revenue$22,472$21,428▼ $1,044
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$113,447$81,783▼ $31,664
Net Assets / Fund Balance
Total Net Assets Fund Balance$46,520,264$47,088,013▲ $567,749
Total Liabilities and Net Assets / Fund Balance$46,633,711$47,169,796▲ $536,085
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Wells Fargo BankTrustee$67,831$67,831
Richard L LichtensteinBenefits Committee Chair$25,160$25,160
Gerald L HalliburtonBenefits Committee Member$8,610$8,610
Jeff KosankeBenefits Committee Member$8,610$8,610

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$239,044
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$390,216
Investment Income
$2,597,078
Other Revenue
$4,983
Change in Net Assets
$-2,921,878

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,992,277
Revenue Not Reported on Form 990
$3,489,627
Total Revenue per Audited Statements
$6,481,904
Total Revenue per Form 990
$2,992,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$631,734
Salaries, Compensation, and Employee Benefits$110,211
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,172,210
Fees for Services Other---$489,922
Current Officers, Directors, Trustees, and Key Employees---$110,211
Fees for Service Investment Mgmnt Fees---$57,050
Fees for Services Accounting---$39,302
Insurance---$39,084
Fees for Services Legal---$4,884
Other Expenses---$1,492
Total Functional Expenses$0$0$0$5,914,155

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,914,155
Total Expenses per Audited Statements$5,914,155
Total Expenses per Form 990$5,914,155
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
Backup withholding compliance
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
2018-11-15
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 STE 200, SOLON, OH 44139
Preparer
Jacob Cook
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, 2017 and 2016, 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 Appendix395 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/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NondeductibleContributionsInd0false
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/TotalAmt01492
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0CLASS ACTION LAWSUITS
IRS990/OtherRevenueMiscGrp/ExclusionAmt04983
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04983
IRS990/OtherRevenueTotalAmt04983
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0389206
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0291054
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/RelatedOrExemptFuncIncomeAmt1339310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt050906
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1339310
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt05573398
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01161842
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0761755
IRS990/PYOtherRevenueAmt084209
IRS990/PYProgramServiceRevenueAmt0382187
IRS990/PYRevenuesLessExpensesAmt0-4812475
IRS990/PYSalariesCompEmpBnftPaidAmt0105560
IRS990/PYTotalExpensesAmt06440713
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01628238
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2921878
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/BOYAmt046520264
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt047088013
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0725164
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01551876
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt05914155
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03489627
IRS990ScheduleD/RevenueNotReportedAmt03489627
IRS990ScheduleD/RevenueSubtotalAmt02992277
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, 2017 AND 2016, 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/TotalRevenuePerForm990Amt02992277
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06481904
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05914155
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/TotalAssetsBOYAmt046633711
IRS990/TotalAssetsEOYAmt047169796
IRS990/TotalAssetsGrp/BOYAmt046633711
IRS990/TotalAssetsGrp/EOYAmt047169796
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05914155
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0113447
IRS990/TotalLiabilitiesEOYAmt081783
IRS990/TotalLiabilitiesGrp/BOYAmt0113447
IRS990/TotalLiabilitiesGrp/EOYAmt081783
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt046520264
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt047088013
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0390216
IRS990/TotalReportableCompFromOrgAmt0110211
IRS990/TotalRevenueGrp/ExclusionAmt02602061
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0390216
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02992277
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046633711
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047169796
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt026301 CURTISS-WRIGHT PARKWAY105
IRS990/USAddress/CityNm0RICHMOND HTS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044143
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD L LICHTENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162618414
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/AtSubmissionCreationDeviceId0871DF954D879B60D983E468FEED0967A539A383C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0861B7346D439F59920B3ABD33A61BF6DC4A00CC1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034986820183135000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.59.41.210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032125 SOLON ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044139
ReturnHeader/PreparerPersonGrp/PhoneNum04402488787
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacob Cook
ReturnHeader/ReturnTs02018-11-09T09:54:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,169,796
Liabilities
$81,783
Net assets
$47,088,013
Revenue
$2,992,277
Expenses
$5,914,155
Net income
-$2,921,878
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