Civic Intelligence

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

990 • Fiscal year 2019 • EIN 94-3101366

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 2020

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.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Net Margin

1st percentile

-203%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$74,520

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Asset Growth

20th percentile

-0.1%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$43,863,736

Down $42,265 (-0.1%) from 2018

Net Assets

Down

$43,814,964

Down $49,149 (-0.1%) from 2018

Liabilities

Up

$48,772

Up $6,884 (+16%) from 2018

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin1st percentile

Revenue

Down

$1,504,601

Down $8,702,594 (-85%) from 2018

Expenses

Down

$4,563,425

Down $672,704 (-13%) from 2018

Net Income

Down

-$3,058,824

Down $8,029,890 (-162%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2019

Assets$43,863,736
Liabilities$48,772
Net Assets$43,814,964
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$1,504,601
Expenses$4,563,425
Net Income-$3,058,824
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.1
Gross Receipts
$48,515,167
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$43,864,113$43,814,964▼ $49,149
Investments in Publicly Traded Securities$32,128,627$40,041,153▲ $7,912,526
Savings and Temporary Cash Investments$11,208,028$3,182,691▼ $8,025,337
Prepaid Expenses and Deferred Charges$206,849$300,953▲ $94,104
Cash and Non-Interest-Bearing Accounts$304,352$273,326▼ $31,026
Accounts Receivable$58,145$65,613▲ $7,468
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$43,906,001$43,863,736▼ $42,265
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$28,947$34,429▲ $5,482
Deferred Revenue$12,941$14,343▲ $1,402
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$41,888$48,772▲ $6,884
Net Assets / Fund Balance
Total Net Assets Fund Balance$43,864,113$43,814,964▼ $49,149
Total Liabilities and Net Assets / Fund Balance$43,906,001$43,863,736▼ $42,265
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Wells Fargo BankTrustee$74,520$74,520
Richard L LichtensteiBenefits Committee Chair$27,785$27,785
Gerald L HalliburtonBenefits Committee Member$10,835$10,835
Jeff KosankeBenefits Committee Member$10,835$10,835

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$205,364
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$186,365
Investment Income
$965,468
Other Revenue
$352,768
Change in Net Assets
$-3,058,824

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,161,001
Revenue Not Reported on Financial Statements
$343,600
Revenue Not Reported on Form 990
$3,009,675
Other Revenue Adjustments
$343,600
Total Revenue per Audited Statements
$4,170,676
Total Revenue per Form 990
$1,504,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$497,381
Salaries, Compensation, and Employee Benefits$129,754
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,936,290
Fees for Services Other---$412,971
Current Officers, Directors, Trustees, and Key Employees---$129,754
Fees for Services Accounting---$40,820
Insurance---$34,090
Fees for Services Legal---$7,331
Other Expenses---$1,186
Fees for Service Investment Mgmnt Fees---$983
Total Functional Expenses$0$0$0$4,563,425

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,563,425
Expenses per Audited Statements$4,219,825
Total Expenses per Audited Statements$4,219,825
Expenses Not Reported on Financial Statements$343,600
Other Expense Adjustments$343,600
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 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

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
2020-10-30
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

Additional Explanations

FORM 990, BOX F, ADDRESS OF PRINCIPAL OFFICER:

“26301 curtiss-wright parkway #105 richmond heights, oh 44143”

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. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B:

“Expenses netted with revenue $343,600”

PART XII, LINE 4B:

“Expenses netted with revenue $343,600”

Raw XML AppendixShowing 400 of 411 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/RevenueNotReportedAmt03009675
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0343600
IRS990ScheduleD/RevenueSubtotalAmt01161001
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. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EXPENSES NETTED WITH REVENUE $343,600
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES NETTED WITH REVENUE $343,600
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B:
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IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01504601
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt026301 CURTISS-WRIGHT PARKWAY #105 RICHMOND HEIGHTS, OH 44143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE SEPARATE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE RETURN IS PROVIDED TO THE CHAIR OF THE BENEFITS COMMITTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, BOX F, ADDRESS OF PRINCIPAL OFFICER:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 11:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION C, LINE 19:
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VOLUNTARY BENEFITS PLAN FOR UAW RETIRED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES OF ALLIS-CHALMERS CORPORATION
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.139.222.176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,863,736
Liabilities
$48,772
Net assets
$43,814,964
Revenue
$1,504,601
Expenses
$4,563,425
Net income
-$3,058,824
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