Civic Intelligence

Millercoors LLC Long-Term Disability & Survivor Income Benefit Plan Trust

990 • Fiscal year 2015 • EIN 01-0764022

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 12, 2017

Organization ProfileN/A

View Organization Page

3939 West Highland BlvdMilwaukee, WI 53208-2816

(414) 931-2000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

38th percentile

0.00x

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

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-18614%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,181,000 (-100%) from 2014

Net Assets

Down

$0

Down $1,181,000 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin1st percentile

Revenue

Down

$7,000

Down $87,000 (-93%) from 2014

Expenses

Down

$1,310,000

Down $362,000 (-22%) from 2014

Net Income

Up

-$1,303,000

Up $275,000 (+17%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,290,909Liabilities 2010: $0Net Assets 2010: $7,290,9092010Assets 2011: $5,806,000Liabilities 2011: $0Net Assets 2011: $5,806,0002011Assets 2012: $4,492,000Liabilities 2012: $0Net Assets 2012: $4,492,0002012Assets 2013: $2,759,000Liabilities 2013: $0Net Assets 2013: $2,759,0002013Assets 2014: $1,181,000Liabilities 2014: $0Net Assets 2014: $1,181,0002014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2010: -$669,102Expenses 2010: $2,047,655Net Income 2010: -$2,716,7572010Expenses 2011: $1,766,9092011Expenses 2012: $1,743,0002012Revenue 2013: -$86,000Expenses 2013: $1,647,000Net Income 2013: -$1,733,0002013Revenue 2014: $94,000Expenses 2014: $1,672,000Net Income 2014: -$1,578,0002014Revenue 2015: $7,000Expenses 2015: $1,310,000Net Income 2015: -$1,303,0002015Revenue 2015: $7,000Expenses 2015: $1,310,000Net Income 2015: -$1,303,0002015

Highlighted filing

2015

Revenue$7,000
Expenses$1,310,000
Net Income-$1,303,000
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 12, 2017
Return Version
2015v3.0
Gross Receipts
$1,188,945
Mission and Program Overview

Mission

The Trust provided survivor income benefits to spouses and dependent children of deceased salaried, non-union employees; and long term disability benefits to salaried, non-union employees who became permanently and totally disabled.

A Master Trust to provide survivor income and long-term disability payments to qualified participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,181,000$0▼ $1,181,000
Cap Stk Tr Prin Current Funds$1,181,000$0▼ $1,181,000
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,181,000$0▼ $1,181,000
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,181,000$0▼ $1,181,000
Total Liabilities and Net Assets / Fund Balance$1,181,000$0▼ $1,181,000
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
-Trustee
Kelly GrebeBenefit Admin. Co
Michael RumleyBenefit Admin. Co
Michelle NettlesBenefit Admin. Co
Tim BoucherBenefit Admin. Co
Tracey JoubertBenefit Admin. Co
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$7,000
Other Revenue
$0
Change in Net Assets
$-1,303,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,000
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$1,277,000--$1,277,000
Fees for Services Accounting-$21,600-$21,600
Other Expenses-$7,209-$7,209
Fees for Services Other-$4,191-$4,191
Total Functional Expenses$1,277,000$33,000$0$1,310,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The Form 990 is reviewed by the officer in charge of tax filings of the Trust and signed by another officer for filing.”

Form 990, Part VI, Section B, line 12C

“There is a Conflict of Interest section within the Code of Business Conduct Policy which is sent to all employees on an annual basis. The employees need to confirm that they have read the policy. At anytime an employee can report anything that they believe is, or may be, a violation of this Code to their supervisor, internal audit, HR, Legal, Director of Ethics and Business Conduct, or the confidential Helpline.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request at the offices of MillerCoors, LLC.”

Filing and Contact Details

Filer

Filer Name
MillerCoors LLC Long-Term Disability &
EIN
01-0764022
Phone
4149312000
Address
3939 West Highland Blvd, Milwaukee, WI 53208-2816

Signing Officer

Name
James Sheeran
Title
Director of Benefits
Phone
4149312000
Signed
2017-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Sheeran
Formed
2002
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
SB & Company LLC
Address
200 International Circle Suite 5500, Hunt Valley, MD 21030
Preparer
William A Seymour
Phone
4105840060
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Transfer to Plan 122,000.”

Form 990, Schedule N, Part I, Line 1

“The organization had total assets of $1,181,000 as of December 31, 2015. All of assets were investments in mutual funds. As of December 31, 2015, all of the investments were sold on publicly traded market.”

Form 990 Amendments

“The organization essentially terminated because it no longer held any assets beginning approximately Q4 2015. The form 990 is amended to reflect this change. The changes from originally filed form 990 include the following: Form 990, page 1: Line B, the box "Final return/Terminated" is checked. Form 990, page 1: Line B, the box "Amended return" is checked. Form 990, page 4: The answer to line 31 is changed to "Yes". Form 990, schedule N is completed.”

Raw XML Appendix311 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the officer in charge of tax filings of the Trust and signed by another officer for filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There is a Conflict of Interest section within the Code of Business Conduct Policy which is sent to all employees on an annual basis. The employees need to confirm that they have read the policy. At anytime an employee can report anything that they believe is, or may be, a violation of this Code to their supervisor, internal audit, HR, Legal, Director of Ethics and Business Conduct, or the confidential Helpline.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request at the offices of MillerCoors, LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transfer to Plan 122,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization had total assets of $1,181,000 as of December 31, 2015. All of assets were investments in mutual funds. As of December 31, 2015, all of the investments were sold on publicly traded market.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization essentially terminated because it no longer held any assets beginning approximately Q4 2015. The form 990 is amended to reflect this change. The changes from originally filed form 990 include the following: Form 990, page 1: Line B, the box "Final return/Terminated" is checked. Form 990, page 1: Line B, the box "Amended return" is checked. Form 990, page 4: The answer to line 31 is changed to "Yes". Form 990, schedule N is completed.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Schedule N, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 Amendments
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0James Sheeran
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director of Benefits
ReturnHeader/BusinessOfficerGrp/PhoneNum04149312000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MillerCoors LLC Long-Term Disability &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Survivor Income Benefit Plan Trust
ReturnHeader/Filer/BusinessNameControlTxt0MILL
ReturnHeader/Filer/EIN0010764022
ReturnHeader/Filer/PhoneNum04149312000
ReturnHeader/Filer/USAddress/AddressLine1Txt03939 West Highland Blvd
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532082816
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202153727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SB & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 International Circle Suite 5500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hunt Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021030
ReturnHeader/PreparerPersonGrp/PhoneNum04105840060
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William A Seymour
ReturnHeader/ReturnTs02017-11-13T13:10:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$7,000
Expenses
$1,310,000
Net income
-$1,303,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$1.31$1.30
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$1.31$1.30
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.09$1.67$1.58
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.76$0.00$2.76$0.09$1.65$1.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.49$0.00$4.49$1.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.81$0.00$5.81$1.77
2010Summary only. Only limited summary data is available for this year.$7.29$0.00$7.29$0.67$2.05$2.72
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)9 • $1M-$5M nonprofits