Civic Intelligence

Welfare Benefits for Nu Emp Valley

EIN 22-3368553 • 501(c)9 • Pittsburgh, PA

Profile

Provision of benefits to eligible members

C/O The Bnym PO Box 535007Pittsburgh, PA 15253-5007

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2019

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Revenue Growth

11th percentile

-100%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Flat

$0

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Flat

$0

Flat from 2018

Revenue

Down

$0

Down $5 (-100%) from 2018

Expenses

Down

$0

Down $10 (-100%) from 2018

Net Income

Up

$0

Up $5 (+100%) from 2018

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,125,568Liabilities 2011: $0Net Assets 2011: $1,125,5682011Assets 2012: $969,849Liabilities 2012: $0Net Assets 2012: $969,8492012Assets 2013: $1,011,897Liabilities 2013: $0Net Assets 2013: $1,011,8972013Assets 2014: $1,199,466Liabilities 2014: $0Net Assets 2014: $1,199,4662014Assets 2015: $1,338,584Liabilities 2015: $0Net Assets 2015: $1,338,5842015Assets 2016: $1,535,193Liabilities 2016: $0Net Assets 2016: $1,535,1932016Assets 2017: $208Liabilities 2017: $0Net Assets 2017: $2082017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $219,802Expenses 2011: $595,795Net Income 2011: -$375,9932011Expenses 2012: $446,9522012Expenses 2013: $180,7902013Revenue 2014: $199,851Expenses 2014: $71,422Net Income 2014: $128,4292014Revenue 2015: $172,159Expenses 2015: $33,909Net Income 2015: $138,2502015Revenue 2016: $160,433Expenses 2016: $11,757Net Income 2016: $148,6762016Revenue 2017: $473,963Expenses 2017: $32,961Net Income 2017: $441,0022017Revenue 2018: $5Expenses 2018: $10Net Income 2018: -$52018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019

Highlighted filing

2019

Revenue$0
Expenses$0
Net Income$0

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 10, 2020
Return Version
2018v3.3
Gross Receipts
$0
Mission and Program Overview

Mission

Provision of benefits to eligible members

Program Services

DescriptionGrantsExpenses
TO PROVIDE MEDICAL, DENTAL AND LIFE INSURANCE FOR BENEFICIARIES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE BANK OF NEW YORK MELLONTrustee (See Schedule O)-$0--
Filing and Contact Details

Filer

Filer Name
Welfare Benefits For NU Emp Valley
EIN
22-3368553
In Care Of
% THE BANK OF NEW YORK MELLON
Phone
4122367175
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Brent Heintzelman
Title
VP,the Bnym, Trustee
Phone
4122367175
Signed
2020-07-10

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Stephanie Lew
Phone
4126447800
Supplemental Narrative

Additional Explanations

Form 990EZ, Part IV, Column (B)

Average hours per week devoted to position: as trustee the bank of new york mellon provides administrative services such as acting as investment manager for welfare benefits for n/u emp valley. 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 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 national grid usa service company inc.

Raw XML Appendix119 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE BANK OF NEW YORK MELLON
IRS990EZ/BooksInCareOfDetail/PhoneNum04122367175
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 535007
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0152535007
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THE BANK OF NEW YORK MELLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVISION OF BENEFITS TO ELIGIBLE MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE MEDICAL, DENTAL AND LIFE INSURANCE FOR BENEFICIARIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0true
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0SEE PART III
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02017-08-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0020460247
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0GRANITE STATE CO POST RET BEN FOR E
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO BOX 535007
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0PITTSBURGH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0PA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd0152535007
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0THE TAXPAYER, WELFARE BENEFITS FOR N/U EMP VALLEY (EIN: 22-3368553, HAS CONSOLIDATED WITH GRANITE STATE CO POST RET BEN FOR EES NOT SUBJECT TO A COLLECTIVE BARGAINING AGRMNT (EIN: 02-0460247). THE TAXPAYER HAS TRANSFERRED ALL OF ITS ASSETS TO GRANITE STATE CO POST RET BEN FOR EES NOT SUBJECT TO A COLLECTIVE BARGAINING AGRMNT (EIN: 02-0460247) ON AUGUST 1, 2017.
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE OF WELFARE BENEFITS FOR N/U EMP VALLEY AND GRANITE STATE CO POST RET BEN FOR EES NOT SUBJECT TO COLLECTIVE BARGAINING AGRMNT IS THE BANK OF NEW YORK MELLON.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N, PART I
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE N, PART I, LINE 2A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR WELFARE BENEFITS FOR N/U EMP VALLEY. 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 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 NATIONAL GRID USA SERVICE COMPANY INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ, PART IV, COLUMN (B)
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT HEINTZELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP,THE BNYM, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122367175
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Welfare Benefits For NU Emp Valley
ReturnHeader/Filer/BusinessNameControlTxt0WELF
ReturnHeader/Filer/EIN0223368553
ReturnHeader/Filer/InCareOfNm0% THE BANK OF NEW YORK MELLON
ReturnHeader/Filer/PhoneNum04122367175
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152535007
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00B7856F93E1FE286AA9E05E777D02CCD0323C704
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07237A1E04908D4B4BF2EBE128B3D616BBF5BAACB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId025553720201925000009
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.184.247.124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie Lew
ReturnHeader/ReturnTs02020-07-10T10:57:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

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