Civic Intelligence

Lucent Tech Inc Post Retirement Welfare Benefits Trust for Represented Employees

990 • Fiscal year 2015 • EIN 22-3463671

Oct 01, 2014 to Sep 30, 2015 • Filed on Mar 17, 2016

Organization ProfileN/A
C/O Karen Alexander 600 Mountain AvMurray Hill, NJ 07974

(908) 582-8500

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Net Margin

56th percentile

5.1%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$10,000

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Asset Growth

54th percentile

1.2%

Faster asset growth than 54% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-7.4%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$176,988,994

Up $2,164,687 (+1.2%) from 2014

Net Assets

Up

$176,901,094

Up $2,182,537 (+1.2%) from 2014

Liabilities

Down

$87,900

Down $17,850 (-17%) from 2014

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin56th percentile

Revenue

Down

$141,047,537

Down $11,248,963 (-7.4%) from 2014

Expenses

Down

$133,836,919

Down $7,542,941 (-5.3%) from 2014

Net Income

Down

$7,210,618

Down $3,706,022 (-34%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$300M$200M$100M$0Assets 2011: $166,240,549Liabilities 2011: $104,000Net Assets 2011: $166,136,5492011Assets 2012: $132,670,722Liabilities 2012: $367,700Net Assets 2012: $132,303,0222012Assets 2013: $152,954,940Liabilities 2013: $140,600Net Assets 2013: $152,814,3402013Assets 2014: $174,824,307Liabilities 2014: $105,750Net Assets 2014: $174,718,5572014Assets 2015: $176,988,994Liabilities 2015: $87,900Net Assets 2015: $176,901,0942015Assets 2016: $198,708,800Liabilities 2016: $107,855Net Assets 2016: $198,600,9452016Assets 2017: $263,462,071Liabilities 2017: $104,021Net Assets 2017: $263,358,0502017Assets 2018: $223,947,275Liabilities 2018: $120,882Net Assets 2018: $223,826,3932018Assets 2019: $236,071,981Liabilities 2019: $108,534Net Assets 2019: $235,963,4472019Assets 2020: $232,878,808Liabilities 2020: $95,535Net Assets 2020: $232,783,2732020Assets 2021: $233,482,578Liabilities 2021: $107,113Net Assets 2021: $233,375,4652021Assets 2022: $205,451,944Liabilities 2022: $98,879Net Assets 2022: $205,353,0652022Assets 2023: $234,500,318Liabilities 2023: $185,262Net Assets 2023: $234,315,0562023Assets 2024: $261,427,729Liabilities 2024: $217,250Net Assets 2024: $261,210,4792024

Highlighted filing

2015

Assets$176,988,994
Liabilities$87,900
Net Assets$176,901,094
Open 2015 Filing

Operations Trend

Revenue Growth22nd percentile

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

$200M$100M$0-$100MRevenue 2011: $79,863,422Expenses 2011: $121,894,258Net Income 2011: -$42,030,8362011Expenses 2012: $119,029,7412012Expenses 2013: $124,069,1542013Revenue 2014: $152,296,500Expenses 2014: $141,379,860Net Income 2014: $10,916,6402014Revenue 2015: $141,047,537Expenses 2015: $133,836,919Net Income 2015: $7,210,6182015Revenue 2016: $143,161,649Expenses 2016: $131,668,043Net Income 2016: $11,493,6062016Revenue 2017: $59,999,012Expenses 2017: $29,440,801Net Income 2017: $30,558,2112017Revenue 2018: $113,275,385Expenses 2018: $140,656,143Net Income 2018: -$27,380,7582018Revenue 2019: $126,110,091Expenses 2019: $137,809,978Net Income 2019: -$11,699,8872019Revenue 2020: $114,599,389Expenses 2020: $129,238,071Net Income 2020: -$14,638,6822020Revenue 2021: $187,732,247Expenses 2021: $123,537,186Net Income 2021: $64,195,0612021Revenue 2022: $106,138,902Expenses 2022: $104,754,890Net Income 2022: $1,384,0122022Revenue 2023: $97,113,689Expenses 2023: $95,550,398Net Income 2023: $1,563,2912023Revenue 2024: $91,890,972Expenses 2024: $86,137,831Net Income 2024: $5,753,1412024

Highlighted filing

2015

Revenue$141,047,537
Expenses$133,836,919
Net Income$7,210,618
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Mar 17, 2016
Return Version
2014v6.0
Gross Receipts
$172,339,021
Mission and Program Overview

Mission

To provide funding for the payment of post-retirement life insurance benefits and health benefits to eligible retirees of nokia of america corporation.

To provide funding for the payment of post-retirement life insurance benefits and health benefits to eligible retirees of alcatel-lucent usa inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$174,718,557$176,901,094▲ $2,182,537
Investments in Publicly Traded Securities$168,858,145$167,969,962▼ $888,183
Savings and Temporary Cash Investments$5,966,050$9,018,918▲ $3,052,868
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$174,824,307$176,988,994▲ $2,164,687
Other Assets Total$112$114▲ $2
Liabilities
Accounts Payable and Accrued Expenses$105,750$87,900▼ $17,850
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$105,750$87,900▼ $17,850
Net Assets / Fund Balance
Total Net Assets Fund Balance$174,718,557$176,901,094▲ $2,182,537
Total Liabilities and Net Assets / Fund Balance$174,824,307$176,988,994▲ $2,164,687
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
Bank of New York MellonTrustee$10,000$10,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$137,184,890
Investment Income
$3,862,647
Other Revenue
$0
Change in Net Assets
$7,210,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,603,325
Salaries, Compensation, and Employee Benefits$10,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$131,223,594
Fees for Services Other---$1,220,419
Other Expenses---$925,574
Insurance---$245,506
Fees for Service Investment Mgmnt Fees---$118,891
Fees for Services Accounting---$92,935
Current Officers, Directors, Trustees, and Key Employees---$10,000
Total Functional Expenses$0$0$0$133,836,919
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Yes
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Lucent Tech Inc Postretirement Welfare
EIN
22-3463671
In Care Of
% KAREN ALEXANDER
Phone
9085828500
Address
C/O Karen Alexander 600 Mountain Av, Murray Hill, NJ 07974

Signing Officer

Name
Steven Waters
Title
Director of Trustee
Phone
9085828500
Signed
2016-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vincent Caire
Formed
2002
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE SUITE 4000, INDIANAPOLIS, IN 46204
Preparer
Angela M Moore
Phone
3176817000
Supplemental Narrative

Additional Explanations

Description of Management Arrangement

“FORM 990, PART VI, Question 3 Alcatel-Lucent Management Investment Corporation (ALIMCO) provides fiduciary services to the trust which includes oversight of the trustee and investment managers.”

Description of members or stockholders

“Form 990, Part VI, Question 6 Alcatel-Lucent USA Inc. is the sole member.”

Description of Classes of Persons and the Nature of Their Rights

“Form 990, Part VI, Question 7a Alcatel-Lucent USA Inc. as settlor or Alcatel-Lucent Investment Management Corporation as named fiduciary of the trust has the power to appoint/terminate the trustee.”

Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights

“Form 990, Part VI, Question 7b Trustee is subject to direction from Alcatel-Lucent USA Inc. (settlor), Alcatel-Lucent Investment Management Corporation (named fiduciary) and appointed investment managers.”

DescrIPTION documentation of meetings held

“Form 990, Part VI, Questions 8a & 8b The trust operates for the exclusive purpose of funding health and life insurance benefit payments sponsored by Alcatel-Lucent USA Inc. (formerly Lucent Technologies Inc.). The trust does not operate independently with respect to conducting business and, as such, does not hold board meetings. All administrative activities involved with respect to the trust are facilitated by the Pension and Benefit Investment Committee of Alcatel-Lucent USA Inc. Mailing Address of Persons to be Contacted at a Different Address Form 990, Part VI, Question 9 Bank of New York Mellon: 135 Santilli Highway Everett, MA 02149”

Describe the Process used by Management &/or Governing Body to Review 990

“Form 990, Part VI, Question 11B THE Form 990 is sent to Trustee for authorization and signature prior to being filed.”

Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public

“Form 990, Part VI, Question 19 No documents ARE MADE available to the public.”

Raw XML Appendix353 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/ExplanationTxt0FORM 990, PART VI, Question 3 Alcatel-Lucent Management Investment Corporation (ALIMCO) provides fiduciary services to the trust which includes oversight of the trustee and investment managers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990, Part VI, Question 6 Alcatel-Lucent USA Inc. is the sole member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990, Part VI, Question 7a Alcatel-Lucent USA Inc. as settlor or Alcatel-Lucent Investment Management Corporation as named fiduciary of the trust has the power to appoint/terminate the trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990, Part VI, Question 7b Trustee is subject to direction from Alcatel-Lucent USA Inc. (settlor), Alcatel-Lucent Investment Management Corporation (named fiduciary) and appointed investment managers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990, Part VI, Questions 8a & 8b The trust operates for the exclusive purpose of funding health and life insurance benefit payments sponsored by Alcatel-Lucent USA Inc. (formerly Lucent Technologies Inc.). The trust does not operate independently with respect to conducting business and, as such, does not hold board meetings. All administrative activities involved with respect to the trust are facilitated by the Pension and Benefit Investment Committee of Alcatel-Lucent USA Inc. Mailing Address of Persons to be Contacted at a Different Address Form 990, Part VI, Question 9 Bank of New York Mellon: 135 Santilli Highway Everett, MA 02149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990, Part VI, Question 11B THE Form 990 is sent to Trustee for authorization and signature prior to being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Form 990, Part VI, Question 19 No documents ARE MADE available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of Management Arrangement
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of members or stockholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of Classes of Persons and the Nature of Their Rights
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4DescrIPTION documentation of meetings held
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Describe the Process used by Management &/or Governing Body to Review 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Telecom
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALCATEL-LUCENT USA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0600 Mountain Avenue
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Murray Hill
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NJ
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IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0174824307
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0133836919
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IRS990/TotalLiabilitiesBOYAmt0105750
IRS990/TotalLiabilitiesEOYAmt087900
IRS990/TotalLiabilitiesGrp/BOYAmt0105750
IRS990/TotalLiabilitiesGrp/EOYAmt087900
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0174718557
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0176901094
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0137184890
IRS990/TotalReportableCompFromOrgAmt010000
IRS990/TotalRevenueGrp/ExclusionAmt03862647
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0137184890
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141047537
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0174824307
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0176988994
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 Mountain Avenue
IRS990/USAddress/CityNm0Murray Hill
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IRS990/USAddress/ZIPCd007974
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven Waters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09085828500
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lucent Tech Inc Postretirement Welfare
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Benefits Trust for Represented Employees
ReturnHeader/Filer/BusinessNameControlTxt0LUCE
ReturnHeader/Filer/EIN0223463671
ReturnHeader/Filer/InCareOfNm0% KAREN ALEXANDER
ReturnHeader/Filer/PhoneNum09085828500
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Karen Alexander 600 Mountain Av
ReturnHeader/Filer/USAddress/CityNm0Murray Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007974
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE SUITE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176817000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA M MOORE
ReturnHeader/ReturnTs02016-03-17T13:58:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

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
$176,988,994
Liabilities
$87,900
Net assets
$176,901,094
Revenue
$141,047,537
Expenses
$133,836,919
Net income
$7,210,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$261$0.22$261$91.9$86.1$5.75
2023Detailed filing. Detailed filing data is available for this year.$235$0.19$234$97.1$95.6$1.56
2022Detailed filing. Detailed filing data is available for this year.$205$0.10$205$106$105$1.38
2021Detailed filing. Detailed filing data is available for this year.$233$0.11$233$188$124$64.2
2020Detailed filing. Detailed filing data is available for this year.$233$0.10$233$115$129$14.6
2019Detailed filing. Detailed filing data is available for this year.$236$0.11$236$126$138$11.7
2018Detailed filing. Detailed filing data is available for this year.$224$0.12$224$113$141$27.4
2017Summary only. Only limited summary data is available for this year.$263$0.10$263$60.0$29.4$30.6
2016Detailed filing. Detailed filing data is available for this year.$199$0.11$199$143$132$11.5
2015Detailed filing. Detailed filing data is available for this year.$177$0.09$177$141$134$7.21
2014Detailed filing. Detailed filing data is available for this year.$175$0.11$175$152$141$10.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$153$0.14$153$124
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$133$0.37$132$119
2011Summary only. Only limited summary data is available for this year.$166$0.10$166$79.9$122$42.0