Civic Intelligence

Valley Detroit Diesel Allison Employee Benefit Trust

990 • Fiscal year 2017 • EIN 95-3670040

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 18, 2018

Organization ProfileN/A
425 South Hacienda BoulevardCity Of Industry, CA 91745-1123

(626) 333-1243

Siviq Scores

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

Liabilities / Assets

76th percentile

0.18x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.03x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

59th percentile

5.4%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

92nd percentile

44%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-15%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$455,421

Up $138,697 (+44%) from 2016

Net Assets

Up

$375,228

Up $149,414 (+66%) from 2016

Liabilities

Down

$80,193

Down $10,717 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin59th percentile

Revenue

Down

$2,792,528

Down $504,747 (-15%) from 2016

Expenses

Down

$2,643,114

Down $696,465 (-21%) from 2016

Net Income

Up

$149,414

Up $191,718 (+453%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$600K$400K$200K$0Assets 2011: $335,969Liabilities 2011: $58,459Net Assets 2011: $277,5102011Assets 2012: $373,075Liabilities 2012: $85,005Net Assets 2012: $288,0702012Assets 2013: $410,616Liabilities 2013: $57,458Net Assets 2013: $353,1582013Assets 2014: $405,135Liabilities 2014: $35,006Net Assets 2014: $370,1292014Assets 2015: $336,243Liabilities 2015: $68,125Net Assets 2015: $268,1182015Assets 2016: $316,724Liabilities 2016: $90,910Net Assets 2016: $225,8142016Assets 2017: $455,421Liabilities 2017: $80,193Net Assets 2017: $375,2282017Assets 2018: $315,025Liabilities 2018: $68,658Net Assets 2018: $246,3672018Assets 2019: $349,669Liabilities 2019: $57,398Net Assets 2019: $292,2712019Assets 2020: $219,799Liabilities 2020: $36,993Net Assets 2020: $182,8062020Assets 2021: $160,837Liabilities 2021: $34,075Net Assets 2021: $126,7622021Assets 2022: $247,333Liabilities 2022: $31,776Net Assets 2022: $215,5572022Assets 2023: $215,442Liabilities 2023: $36,196Net Assets 2023: $179,2462023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$455,421
Liabilities$80,193
Net Assets$375,228
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $3,013,827Expenses 2011: $3,056,008Net Income 2011: -$42,1812011Revenue 2012: $3,146,391Expenses 2012: $3,135,831Net Income 2012: $10,5602012Revenue 2013: $3,085,818Expenses 2013: $3,020,730Net Income 2013: $65,0882013Revenue 2014: $3,097,336Expenses 2014: $3,080,365Net Income 2014: $16,9712014Revenue 2015: $3,378,113Expenses 2015: $3,480,124Net Income 2015: -$102,0112015Revenue 2016: $3,297,275Expenses 2016: $3,339,579Net Income 2016: -$42,3042016Revenue 2017: $2,792,528Expenses 2017: $2,643,114Net Income 2017: $149,4142017Revenue 2018: $1,909,814Expenses 2018: $2,038,675Net Income 2018: -$128,8612018Revenue 2019: $1,805,665Expenses 2019: $1,759,761Net Income 2019: $45,9042019Revenue 2020: $1,526,666Expenses 2020: $1,636,131Net Income 2020: -$109,4652020Revenue 2021: $1,441,998Expenses 2021: $1,498,042Net Income 2021: -$56,0442021Revenue 2022: $1,497,647Expenses 2022: $1,408,852Net Income 2022: $88,7952022Revenue 2023: $1,648,595Expenses 2023: $1,679,533Net Income 2023: -$30,9382023Revenue 2024: $1,490,734Expenses 2024: $1,519,275Net Income 2024: -$28,5412024

Highlighted filing

2017

Revenue$2,792,528
Expenses$2,643,114
Net Income$149,414
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 18, 2018
Return Version
2017v2.3
Gross Receipts
$2,792,528
Mission and Program Overview

Mission

To provide health benefits to eligible employees and their dependents.

To provide health benefits to employees and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$225,814$375,228▲ $149,414
Cash and Non-Interest-Bearing Accounts$260,957$223,275▼ $37,682
Prepaid Expenses and Deferred Charges$6,206$181,443▲ $175,237
Accounts Receivable$4,111$5,253▲ $1,142
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$316,724$455,421▲ $138,697
Other Assets Total$45,450$45,450→ $0
Liabilities
Accounts Payable and Accrued Expenses$39,669$42,920▲ $3,251
Other Liabilities$51,241$37,273▼ $13,968
Total Liabilities$90,910$80,193▼ $10,717
Net Assets / Fund Balance
Total Net Assets Fund Balance$225,814$375,228▲ $149,414
Total Liabilities and Net Assets / Fund Balance$316,724$455,421▲ $138,697

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$45,450--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
H Clark LeeTrustee
Robert K HumphryesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,792,528
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$149,414

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,792,528
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,792,528
Total Revenue per Form 990
$2,792,528
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,436,042
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---$207,072
Other Expenses---$9
Total Functional Expenses$0$0$0$2,643,114

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,657,082
Expenses per Audited Statements$2,643,114
Total Expenses per Form 990$2,643,114
Expenses Not Reported on Form 990$13,968
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Claims Payable$37,273
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 A, Line 8A

“The governing body held no meetings and there were no written actions undertaken during the year.”

Form 990, Part VI, Section A, Line 8B

“No committee had authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the advisory committee prior to filing with the irs.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Valley Detroit Diesel Allison
EIN
95-3670040
Phone
6263331243
Address
425 SOUTH HACIENDA BOULEVARD, CITY OF INDUSTRY, CA 91745-1123

Signing Officer

Name
Robert K Humphryes
Title
CFO
Phone
6263331243
Signed
2018-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert K Humphryes
Formed
1977
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ltsp Inc
Address
4685 MACARTHUR COURT SUITE 300, NEWPORT BEACH, CA 92660
Preparer
Mark D Murphy
Phone
9496502771
Raw XML Appendix309 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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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0953670040
ReturnHeader/Filer/PhoneNum06263331243
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 SOUTH HACIENDA BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0CITY OF INDUSTRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0917451123
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E5082CBDCCC87A153F660F72D3F2CF0EAC67B2F4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE8FAAA6B6F613C40E8B2D9155218719CE9E4D66
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-10-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:42:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953864890
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LTSP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04685 MACARTHUR COURT SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09496502771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK D MURPHY
ReturnHeader/ReturnTs02018-11-05T12:12:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$455,421
Liabilities
$80,193
Net assets
$375,228
Revenue
$2,792,528
Expenses
$2,643,114
Net income
$149,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.49$1.52$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.04$0.18$1.65$1.68$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.03$0.22$1.50$1.41$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.13$1.44$1.50$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.04$0.18$1.53$1.64$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.06$0.29$1.81$1.76$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.07$0.25$1.91$2.04$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.08$0.38$2.79$2.64$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.09$0.23$3.30$3.34$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.07$0.27$3.38$3.48$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.04$0.37$3.10$3.08$0.02
2013Summary only. Only limited summary data is available for this year.$0.41$0.06$0.35$3.09$3.02$0.07
2012Summary only. Only limited summary data is available for this year.$0.37$0.09$0.29$3.15$3.14$0.01
2011Summary only. Only limited summary data is available for this year.$0.34$0.06$0.28$3.01$3.06$0.04