Civic Intelligence

Unisys-Sperry Welfare Benefit Trust

990 • Fiscal year 2013 • EIN 13-3022826

Apr 01, 2012 to Mar 31, 2013 • Filed on Feb 13, 2014

C/O The Bnym PO Box 535007SuitePittsburgh, PA 15253-5007
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.00x

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

56th percentile

5.1%

Faster revenue growth than 56% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Up

$1,708,101

Up $85,646 (+5.3%) from 2012

Net Assets

Up

$1,708,101

Up $85,646 (+5.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$293,475

Up $14,193 (+5.1%) from 2012

Expenses

Down

$207,829

Down $34,936 (-14%) from 2012

Net Income

Up

$85,646

Up $49,129 (+135%) from 2012

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,585,938Liabilities 2011: $0Net Assets 2011: $1,585,9382011Assets 2012: $1,622,455Liabilities 2012: $0Net Assets 2012: $1,622,4552012Assets 2013: $1,708,101Liabilities 2013: $0Net Assets 2013: $1,708,1012013Assets 2014: $1,785,414Liabilities 2014: $0Net Assets 2014: $1,785,4142014Assets 2015: $35,390Liabilities 2015: $0Net Assets 2015: $35,3902015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$1,708,101
Liabilities$0
Net Assets$1,708,101

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $301,362Expenses 2011: $326,763Net Income 2011: -$25,4012011Revenue 2012: $279,282Expenses 2012: $242,765Net Income 2012: $36,5172012Revenue 2013: $293,475Expenses 2013: $207,829Net Income 2013: $85,6462013Revenue 2014: $410,991Expenses 2014: $335,642Net Income 2014: $75,3492014Revenue 2015: $111,384Expenses 2015: $1,861,408Net Income 2015: -$1,750,0242015Revenue 2016: $3Expenses 2016: $35,393Net Income 2016: -$35,3902016

Highlighted filing

2013

Revenue$293,475
Expenses$207,829
Net Income$85,646
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Feb 13, 2014
Return Version
2012v2.3
Gross Receipts
$293,475
Mission and Program Overview

Mission

To provide welfare benefits to its eligible participants.

Filing and Contact Details

Filer

EIN
13-3022826
Raw XML Appendix350 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/GeneralExplanation/Explanation0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF UNISYS-SPERRY WELFARE BENEFIT TRUST. THE PLAN SPONSOR IS UNISYS CORPORATION. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE TRUST DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/GeneralExplanation/Explanation1THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES; THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/GeneralExplanation/Explanation2A complete electronic copy of the organization's Form 990 was provided to the Trustee for review prior to filing with the IRS.
IRS990ScheduleO/GeneralExplanation/Explanation3AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation4AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR UNISYS-SPERRY WELFARE BENEFIT TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE'S FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH UNISYS CORPORATION.
IRS990ScheduleO/GeneralExplanation/Explanation5Modified Cash Basis
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990 PART VI SECTION A LINE 1A & B
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990 PART VI SECTION A & B LINE 8, 12-15
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990 PART VI SECTION B LINE 11B
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0133022826
ReturnHeader/Filer/InCareOfName0% THE BANK OF NEW YORK MELLON
ReturnHeader/Filer/Name/BusinessNameLine10UNISYS-SPERRY WELFARE BENEFIT TRUST
ReturnHeader/Filer/NameControl0UNIS
ReturnHeader/Filer/Phone04122367175
ReturnHeader/Filer/USAddress/AddressLine10C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/AddressLine20Suite
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ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152535007
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-02-13
ReturnHeader/Officer/Name0Brent Heintzelman
ReturnHeader/Officer/Phone04122367175
ReturnHeader/Officer/Title0Vice President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ERNST & YOUNG US LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102100 ONE PPG PLACE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PITTSBURGH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode015222
ReturnHeader/Preparer/Phone04126447800
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-04-01
ReturnHeader/TaxPeriodEndDate02013-03-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-14T14:03:42-06:00

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