Civic Intelligence

Hourly Nummi Retiree Supp Health Ins Plan

EIN 94-6699820 • 501(c)9 • Dallas, TX

Profile

The purpose of the hourly nummi retiree supplemental insurance plan is to provide supplemental health insurance reimbursements to former employees, who were union members with at least 10 years of union seniority, and who retire after 1994 from employment with nummi at age 65 or older, and their eligible spouses.

PO Box 653067Dallas, TX 75265-3067

n/A

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

1st percentile

-503%

Higher net margin than 1% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$124,115

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 54.3% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

22nd percentile

-2.1%

Faster asset growth than 22% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-19%

Faster revenue growth than 8% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$53,354,410

Down $1,124,374 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$53,354,410

Down $1,124,374 (-2.1%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin1st percentile

Revenue

Down

$228,453

Down $52,067 (-19%) from 2023

Expenses

Up

$1,378,451

Up $247,414 (+22%) from 2023

Net Income

Down

-$1,149,998

Down $299,481 (-35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$60M$40M$20M$0Assets 2010: $29,499,341Liabilities 2010: $0Net Assets 2010: $29,499,3412010Assets 2011: $27,525,074Liabilities 2011: $0Net Assets 2011: $27,525,0742011Assets 2012: $25,700,659Liabilities 2012: $0Net Assets 2012: $25,700,6592012Assets 2013: $54,758,216Liabilities 2013: $0Net Assets 2013: $54,758,2162013Assets 2014: $52,370,589Liabilities 2014: $0Net Assets 2014: $52,370,5892014Assets 2015: $52,088,595Liabilities 2015: $0Net Assets 2015: $52,088,5952015Assets 2016: $52,372,798Liabilities 2016: $0Net Assets 2016: $52,372,7982016Assets 2017: $52,951,295Liabilities 2017: $0Net Assets 2017: $52,951,2952017Assets 2018: $52,811,109Liabilities 2018: $0Net Assets 2018: $52,811,1092018Assets 2019: $53,750,194Liabilities 2019: $0Net Assets 2019: $53,750,1942019Assets 2020: $55,312,154Liabilities 2020: $0Net Assets 2020: $55,312,1542020Assets 2021: $56,949,052Liabilities 2021: $0Net Assets 2021: $56,949,0522021Assets 2022: $55,310,344Liabilities 2022: $0Net Assets 2022: $55,310,3442022Assets 2023: $54,478,784Liabilities 2023: $0Net Assets 2023: $54,478,7842023Assets 2024: $53,354,410Liabilities 2024: $0Net Assets 2024: $53,354,4102024

Highlighted filing

2024

Assets$53,354,410
Liabilities$0
Net Assets$53,354,410
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2010: $2,281,383Expenses 2010: $3,718,423Net Income 2010: -$1,437,0402010Revenue 2011: $2,743,482Expenses 2011: $4,595,403Net Income 2011: -$1,851,9212011Revenue 2012: $2,575,870Expenses 2012: $4,500,461Net Income 2012: -$1,924,5912012Revenue 2013: $33,859,730Expenses 2013: $4,748,815Net Income 2013: $29,110,9152013Revenue 2014: $2,018,358Expenses 2014: $4,441,604Net Income 2014: -$2,423,2462014Revenue 2015: $1,421,413Expenses 2015: $1,692,469Net Income 2015: -$271,0562015Revenue 2016: $1,877,694Expenses 2016: $1,589,311Net Income 2016: $288,3832016Revenue 2017: $2,149,189Expenses 2017: $1,575,024Net Income 2017: $574,1652017Revenue 2018: $1,420,948Expenses 2018: $1,579,934Net Income 2018: -$158,9862018Revenue 2019: $2,491,737Expenses 2019: $1,544,680Net Income 2019: $947,0572019Revenue 2020: $2,985,755Expenses 2020: $1,412,093Net Income 2020: $1,573,6622020Revenue 2021: $3,042,071Expenses 2021: $1,434,663Net Income 2021: $1,607,4082021Revenue 2022: -$293,731Expenses 2022: $1,294,597Net Income 2022: -$1,588,3282022Revenue 2023: $280,520Expenses 2023: $1,131,037Net Income 2023: -$850,5172023Revenue 2024: $228,453Expenses 2024: $1,378,451Net Income 2024: -$1,149,9982024

Highlighted filing

2024

Revenue$228,453
Expenses$1,378,451
Net Income-$1,149,998
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
$53,354,410
Liabilities
$0
Net assets
$53,354,410
Revenue
$228,453
Expenses
$1,378,451
Net income
-$1,149,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.4$0.00$53.4$0.23$1.38$1.15
2023Summary only. Only limited summary data is available for this year.$54.5$0.00$54.5$0.28$1.13$0.85
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.3$0.00$55.3$0.29$1.29$1.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.9$0.00$56.9$3.04$1.43$1.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.3$0.00$55.3$2.99$1.41$1.57
2019Summary only. Only limited summary data is available for this year.$53.8$0.00$53.8$2.49$1.54$0.95
2018Summary only. Only limited summary data is available for this year.$52.8$0.00$52.8$1.42$1.58$0.16
2017Summary only. Only limited summary data is available for this year.$53.0$0.00$53.0$2.15$1.58$0.57
2016Summary only. Only limited summary data is available for this year.$52.4$0.00$52.4$1.88$1.59$0.29
2015Summary only. Only limited summary data is available for this year.$52.1$0.00$52.1$1.42$1.69$0.27
2014Summary only. Only limited summary data is available for this year.$52.4$0.00$52.4$2.02$4.44$2.42
2013Summary only. Only limited summary data is available for this year.$54.8$0.00$54.8$33.9$4.75$29.1
2012Summary only. Only limited summary data is available for this year.$25.7$0.00$25.7$2.58$4.50$1.92
2011Summary only. Only limited summary data is available for this year.$27.5$0.00$27.5$2.74$4.60$1.85
2010Summary only. Only limited summary data is available for this year.$29.5$0.00$29.5$2.28$3.72$1.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$22,884,967
Mission and Program Overview

Mission

The purpose of the hourly nummi retiree supplemental insurance plan is to provide supplemental health insurance reimbursements to former employees, who were union members with at least 10 years of union seniority, and who retire after 1994 from employment with nummi at age 65 or older, and their eligible spouses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$54,478,784$53,354,410▼ $1,124,374
Investments in Publicly Traded Securities$51,616,659$52,606,298▲ $989,639
Savings and Temporary Cash Investments$2,862,125$748,112▼ $2,114,013
Total Assets$54,478,784$53,354,410▼ $1,124,374
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$54,478,784$53,354,410▼ $1,124,374
Total Liabilities and Net Assets / Fund Balance$54,478,784$53,354,410▼ $1,124,374
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
-Plan Administrator/named Fiduciary$124,115$124,115
-Trustee/invst Mgr$69,302$69,302

Highest Paid Contractors

ContractorServicesLocationCompensation
Usi Consulting Group INCPlan Admin Svcs200 N SAINT CLAIR ST FL 14, Toledo, OH 43604$171,405
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$228,453
Other Revenue
$0
Change in Net Assets
$-1,149,998

Audited Revenue Reconciliation

Revenue per Audited Statements
$697,928
Revenue Not Reported on Financial Statements
$-469,475
Revenue Not Reported on Form 990
$-880,535
Other Revenue Adjustments
$-469,475
Total Revenue per Audited Statements
$-182,607
Total Revenue per Form 990
$228,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$251,812
Salaries, Compensation, and Employee Benefits$193,417
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$933,222--$933,222
Current Officers, Directors, Trustees, and Key Employees-$193,417-$193,417
Fees for Service Investment Mgmnt Fees-$63,882-$63,882
Fees for Services Accounting-$16,485-$16,485
Other Expenses$171,405$40-$40
Total Functional Expenses$1,104,627$273,824$0$1,378,451

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,378,451
Expenses per Audited Statements$1,378,411
Total Expenses per Audited Statements$1,378,411
Expenses Not Reported on Financial Statements$40
Other Expense Adjustments$40
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The decisions related to the exempt purpose of this trust are made by and documented by the plan administrator and named fiduciary, newport trust company, n.a. (fka: evercore trust company, n.a.), who has assumed certain plan sponsor responsibilities originally held by nummi. The corporate trustee receives and follows written directions given by the authorized officers of evercore trust company, n.a. And the designated third party benefits administrator, findley davies, inc.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“THERE ARE NO COMMITTEES.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“This organization is formed as a trust under state law, and bank of america is the institutional trustee. The form 990 is prepared by bank of america tax professionals under the direct supervision of a corporate officer. Thus, the form 990 is reviewed prior to filing by an officer of the bank, the sole trustee of this trust.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Annual statement by all institutional trustee employees are signed and documented.”

Form 990, Page 6, Part VI, Line 18

“Upon request - see contact information for organization records & books below”

Form 990, Page 6, Part VI, Line 19

“The trust and/or the bank as institutional trustee makes its governance documents, conflicts of interest policy and financial statements available to the public as required by federal and state laws.”

Filing and Contact Details

Filer

Filer Name
Hourly Nummi Retiree Supp Health Ins Plan
EIN
94-6699820
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-10-30

Organization Details

Principal Officer
Bank of America N a
Formed
1996
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“10,304 net income adjustment; 16,120 year-end sales adjustment; (3,059) purchased accrued interest - 2024; 1,216 purchased accrued interest - 2023; 410 roc basis adjustment; (532) basis adjustment - sales; 1,182 net timing adjustment; (17) net rounding; total net adjustment = 25,624”

Financial Statement Notes

EXPLANATION FOR SCHEDULE D, PART XI, LINE 2D

“Accrued dividends and interest = (829,393)”

EXPLANATION FOR SCHEDULE D, PART XI, LINE 4B

“NET YEAREND TIMING DIFFERENCE-SALES = (469,515) and OTHER NET GAIN/LOSS DIFFERENCE = 40”

EXPLANATION FOR SCHEDULE D, PART XII, LINE 4B

“STATE FILING FEE = 40”

Raw XML Appendix274 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
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/GrantsToIndividualsInd0false
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IRS990/GrantToRelatedPersonInd0false
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR SCHEDULE D, PART XI, LINE 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR SCHEDULE D, PART XI, LINE 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR SCHEDULE D, PART XII, LINE 4b
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-182607
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01378411
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DECISIONS RELATED TO THE EXEMPT PURPOSE OF THIS TRUST ARE MADE BY AND DOCUMENTED BY THE PLAN ADMINISTRATOR AND NAMED FIDUCIARY, NEWPORT TRUST COMPANY, N.A. (FKA: EVERCORE TRUST COMPANY, N.A.), WHO HAS ASSUMED CERTAIN PLAN SPONSOR RESPONSIBILITIES ORIGINALLY HELD BY NUMMI. THE CORPORATE TRUSTEE RECEIVES AND FOLLOWS WRITTEN DIRECTIONS GIVEN BY THE AUTHORIZED OFFICERS OF EVERCORE TRUST COMPANY, N.A. AND THE DESIGNATED THIRD PARTY BENEFITS ADMINISTRATOR, FINDLEY DAVIES, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ORGANIZATION IS FORMED AS A TRUST UNDER STATE LAW, AND BANK OF AMERICA IS THE INSTITUTIONAL TRUSTEE. THE FORM 990 IS PREPARED BY BANK OF AMERICA TAX PROFESSIONALS UNDER THE DIRECT SUPERVISION OF A CORPORATE OFFICER. THUS, THE FORM 990 IS REVIEWED PRIOR TO FILING BY AN OFFICER OF THE BANK, THE SOLE TRUSTEE OF THIS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL STATEMENT BY ALL INSTITUTIONAL TRUSTEE EMPLOYEES ARE SIGNED AND DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST - SEE CONTACT INFORMATION FOR ORGANIZATION RECORDS & BOOKS BELOW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUST AND/OR THE BANK AS INSTITUTIONAL TRUSTEE MAKES ITS GOVERNANCE DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY FEDERAL AND STATE LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt610,304 NET INCOME ADJUSTMENT; 16,120 YEAR-END SALES ADJUSTMENT; (3,059) PURCHASED ACCRUED INTEREST - 2024; 1,216 PURCHASED ACCRUED INTEREST - 2023; 410 ROC BASIS ADJUSTMENT; (532) BASIS ADJUSTMENT - SALES; 1,182 NET TIMING ADJUSTMENT; (17) NET ROUNDING; TOTAL NET ADJUSTMENT = 25,624
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt054478784
IRS990/TotalAssetsEOYAmt053354410
IRS990/TotalAssetsGrp/BOYAmt054478784
IRS990/TotalAssetsGrp/EOYAmt053354410
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0273824
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01104627
IRS990/TotalFunctionalExpensesGrp/TotalAmt01378451
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt054478784
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt053354410
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0933222
IRS990/TotalReportableCompFromOrgAmt0193417
IRS990/TotalRevenueGrp/ExclusionAmt0228453
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0228453
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054478784
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt053354410
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01400 AMERICAN BLVD BLDG 4
IRS990/USAddress/CityNm0PENNINGTON
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008534
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOURLY NUMMI RETIREE SUPP HEALTH INS PLAN
ReturnHeader/Filer/BusinessNameControlTxt0UAWN
ReturnHeader/Filer/EIN0946699820
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-03T10:01:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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