NAVISTAR INC RETIREE SUPPLEMENTAL BENEFIT TRUST

EIN: 341778431

RICHMOND HEIGHTS, OH

Total Revenue
$40,470,148
Total Expenses
$78,013,630
Total Assets
$789,608,528
Net Assets
$789,608,528
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
OH
Principal Officer
WAYNE KRZYSIAK
Phone
2162618414
Tax Period
2023-01-01 to 2023-12-31

NAVISTAR INC RETIREE SUPPLEMENTAL BENEFIT TRUST, founded in 1993, is a mid-sized nonprofit that reported $40.5M in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $78.0M exceeded revenue, resulting in a 93% operating deficit.

Mission

TO PROVIDE SUPPLEMENTAL HEALTH AND LIFE BENEFITS FOR RETIREES.

Program Service Accomplishments

Program 1

TO PROVIDE SUPPLEMENTAL HEALTH AND LIFE BENEFITS FOR RETIREES PURSUANT TO THE SETTLEMENT REACHED IN SHY V. NAVISTAR, CASE NO. C-3-92-333 (S.D. OHIO, 1992)

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $33,584,592
Other Revenue $6,885,556
TOTAL REVENUE $40,470,148

Expense Breakdown

Grants Paid $0
Salaries & Benefits $129,263
Fundraising Expenses $0
Other Expenses $30,006,694
TOTAL EXPENSES $78,013,630

Year-over-Year Comparison

2023 2022 Change
Revenue $40,470,148 $413,202,220 -0.9%
Expenses $78,013,630 $12,116,024 +5.4%
Net Income $-37,543,482 $401,086,196 -1.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
1
Employees
N/A
Volunteers
1

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$44,800
Total Directors
5
$129,263
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DOUGLAS HUNTER CHAIRMAN 10.00
Officer Director
$44,800 $0 $44,800
WAYNE KRZYSIAK AUDIT CHAIR 10.00
Director
$35,463 $0 $35,463
STEVE SHELTON COMMITTEE MEMBER 10.00
Director
$26,300 $0 $26,300
STEPHEN GOLDMAN COMMITTEE MEMBER 10.00
Director
$22,700 $0 $22,700
ROBERT SCIOTTI SECRETARY 10.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $40,470,148 $78,013,630 $789,608,528 $-37,543,482
2022 $413,202,220 $12,116,024 $829,043,257 $401,086,196
2021 $4,402,632 $7,180,911 $427,957,061 $-2,778,279
2021 $84,519,901 $130,837,281 $406,246,814 $-46,317,380
2020 $21,095,998 $56,754,751 $402,732,186 $-35,658,753
2019 $55,337,760 $43,372,100 $438,390,939 $11,965,660
2018 $51,608,216 $80,872,415 $400,761,570 $-29,264,199
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