Civic Intelligence

Welfare Tr of Pa Power & Light Bft Pl Umwa-Rep Empl Pa Mines

990 • Fiscal year 2013 • EIN 23-2806496

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization ProfileN/A
C/O The Bnym PO Box 535007Suite15253-5007

(412) 236-7175

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

22nd percentile

0.00x

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

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$4,852

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Asset Growth

44th percentile

3.9%

Faster asset growth than 44% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$30,553,965

Up $1,135,024 (+3.9%) from 2012

Net Assets

Up

$30,553,965

Up $1,135,024 (+3.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin97th percentile

Revenue

$1,153,561

No earlier filing loaded for comparison.

Expenses

Up

$18,537

Up $4,063 (+28%) from 2012

Net Income

$1,135,024

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$80M$60M$40M$20M$0Assets 2011: $28,272,104Liabilities 2011: $0Net Assets 2011: $28,272,1042011Assets 2012: $29,418,941Liabilities 2012: $0Net Assets 2012: $29,418,9412012Assets 2013: $30,553,965Liabilities 2013: $0Net Assets 2013: $30,553,9652013Assets 2014: $31,799,151Liabilities 2014: $0Net Assets 2014: $31,799,1512014Assets 2015: $42,072,521Liabilities 2015: $0Net Assets 2015: $42,072,5212015Assets 2016: $44,848,816Liabilities 2016: $0Net Assets 2016: $44,848,8162016Assets 2017: $49,850,711Liabilities 2017: $0Net Assets 2017: $49,850,7112017Assets 2018: $52,772,443Liabilities 2018: $0Net Assets 2018: $52,772,4432018Assets 2019: $60,722,079Liabilities 2019: $0Net Assets 2019: $60,722,0792019Assets 2020: $41,443,128Liabilities 2020: $0Net Assets 2020: $41,443,1282020Assets 2021: $30,534,742Liabilities 2021: $76,097Net Assets 2021: $30,458,6452021Assets 2022: $30,658,093Liabilities 2022: $96,167Net Assets 2022: $30,561,9262022Assets 2023: $30,281,482Liabilities 2023: $0Net Assets 2023: $30,281,4822023Assets 2024: $20,915,876Liabilities 2024: $0Net Assets 2024: $20,915,8762024

Highlighted filing

2013

Assets$30,553,965
Liabilities$0
Net Assets$30,553,965
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $12,3192011Expenses 2012: $14,4742012Revenue 2013: $1,153,561Expenses 2013: $18,537Net Income 2013: $1,135,0242013Revenue 2014: $1,264,744Expenses 2014: $19,558Net Income 2014: $1,245,1862014Revenue 2015: $10,518,709Expenses 2015: $245,339Net Income 2015: $10,273,3702015Revenue 2016: $2,985,870Expenses 2016: $209,575Net Income 2016: $2,776,2952016Revenue 2017: $5,217,621Expenses 2017: $215,726Net Income 2017: $5,001,8952017Revenue 2018: $3,195,251Expenses 2018: $273,519Net Income 2018: $2,921,7322018Revenue 2019: $8,158,059Expenses 2019: $208,423Net Income 2019: $7,949,6362019Revenue 2020: $2,835,562Expenses 2020: $353,029Net Income 2020: $2,482,5332020Revenue 2021: $4,301,247Expenses 2021: $285,730Net Income 2021: $4,015,5172021Revenue 2022: $380,286Expenses 2022: $277,005Net Income 2022: $103,2812022Revenue 2023: -$12,294Expenses 2023: $268,150Net Income 2023: -$280,4442023Revenue 2024: $363,020Expenses 2024: $228,624Net Income 2024: $134,3962024

Highlighted filing

2013

Revenue$1,153,561
Expenses$18,537
Net Income$1,135,024
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$1,846,691
Mission and Program Overview

Mission

A 501(c)(9) trust established for the funding and payment of retiree medical and life insurance costs.

Provide benefits for eligible members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$29,418,941$30,553,965▲ $1,135,024
Investments in Publicly Traded Securities$29,309,317$30,448,887▲ $1,139,570
Cash and Non-Interest-Bearing Accounts$101,528$99,107▼ $2,421
Savings and Temporary Cash Investments$8,096$5,971▼ $2,125
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
Rtn Earn Endowment Incm Other Fnds$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$29,418,941$30,553,965▲ $1,135,024
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
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$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,418,941$30,553,965▲ $1,135,024
Total Liabilities and Net Assets / Fund Balance$29,418,941$30,553,965▲ $1,135,024
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
The Bank of New York MellonTrustee (see Schedule O)$4,852$4,852
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,153,561
Other Revenue
$0
Change in Net Assets
$1,135,024
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,685
Salaries, Compensation, and Employee Benefits$4,852
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees---$13,685
Current Officers, Directors, Trustees, and Key Employees---$4,852
Total Functional Expenses$0$0$0$18,537
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
No
Management duties delegated
No

Governance Explanations

Form 990 Part VI Section A Line 1A & B

“The bank of new york mellon serves as the sole directed trustee of this trust. The plan sponsor is ppl corporation. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such the veba does not have a governing body that exercises discretion.”

Form 990 Part VI Section A & B Line 8, 12-15

“These 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.”

Form 990 Part VI Section B Line 11B

“A complete electronic copy of the organization's form 990 was provided to the trustee for review prior to filing with the irs.”

Form 990 Part VI Section C Line 19

“As a 501(c)(9) organization, the trust is not required to make the documents referenced in question 19 available to the general public.”

Form 990 Part VII Section A Line 1A 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 tr of pa power & light bft pl umwa-rep empl pa mines. 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 ppl corporation.”

Filing and Contact Details

Filer

EIN
23-2806496
In Care Of
% THE BANK OF NEW YORK MELLON
Phone
4122367175

Signing Officer

Name
Brent Heintzelman
Title
VP Bnym, as Trustee
Phone
2122367175
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
The Bank of New York Mellon
Formed
1993
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Jennifer L Lynch
Phone
2122367175
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 1

“MODIFIED CASH BASIS.”

Raw XML Appendix347 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
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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE BENEFITS FOR ELIGIBLE MEMBERS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0THE BANK OF NEW YORK MELLON
IRS990/BooksInCareOfDetail/PhoneNum04122367175
IRS990/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 535007
IRS990/BooksInCareOfDetail/USAddress/City0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/State0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0152535007
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IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
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IRS990/FeesForServicesLegalGrp/TotalAmt00
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IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013685
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0THE BANK OF NEW YORK MELLON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt04852
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt021871
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0715001
IRS990/GrossReceiptsAmt01846691
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01131690
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01131690
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029309317
IRS990/InvestmentsPubTradedSecGrp/EOYAmt030448887
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0693130
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0A 501(C)(9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF RETIREE MEDICAL AND LIFE INSURANCE COSTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
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IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS PPL CORPORATION. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE 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/SupplementalInformationDetail/ExplanationTxt2A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVERAGE 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 TR OF PA POWER & LIGHT BFT PL UMWA-REP EMPL PA MINES. 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 PPL CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI SECTION A LINE 1A & B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART VI SECTION A & B LINE 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI SECTION B LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART VI SECTION C LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VII SECTION A LINE 1A COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART XII, LINE 1
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0232758192
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ELECTRIC UTILITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10PPL CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine102N NINTH STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0ALLENTOWN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode018101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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/TotalAssetsBOYAmt029418941
IRS990/TotalAssetsEOYAmt030553965
IRS990/TotalAssetsGrp/BOYAmt029418941
IRS990/TotalAssetsGrp/EOYAmt030553965
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt018537
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt029418941
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt030553965
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt04852
IRS990/TotalRevenueGrp/ExclusionAmt01153561
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01153561
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029418941
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030553965
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 535007
IRS990/USAddress/City0PITTSBURGH
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode0152535007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT HEINTZELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP BNYM, AS TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02122367175
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10WELFARE TR OF PA POWER & LIGHT BFT PL
ReturnHeader/Filer/BusinessName/BusinessNameLine20UMWA-REP EMPL PA MINES
ReturnHeader/Filer/BusinessNameControlTxt0WELF
ReturnHeader/Filer/EIN0232806496
ReturnHeader/Filer/InCareOfNm0% THE BANK OF NEW YORK MELLON
ReturnHeader/Filer/PhoneNum04122367175
ReturnHeader/Filer/USAddress/AddressLine10C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152535007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode015222
ReturnHeader/PreparerPersonGrp/PhoneNum02122367175
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER L LYNCH
ReturnHeader/ReturnTs02014-11-12T22:25:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,553,965
Liabilities
$0
Net assets
$30,553,965
Revenue
$1,153,561
Expenses
$18,537
Net income
$1,135,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$0.36$0.23$0.13
2023Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$0.01$0.27$0.28
2022Detailed filing. Detailed filing data is available for this year.$30.7$0.10$30.6$0.38$0.28$0.10
2021Detailed filing. Detailed filing data is available for this year.$30.5$0.08$30.5$4.30$0.29$4.02
2020Detailed filing. Detailed filing data is available for this year.$41.4$0.00$41.4$2.84$0.35$2.48
2019Detailed filing. Detailed filing data is available for this year.$60.7$0.00$60.7$8.16$0.21$7.95
2018Detailed filing. Detailed filing data is available for this year.$52.8$0.00$52.8$3.20$0.27$2.92
2017Summary only. Only limited summary data is available for this year.$49.9$0.00$49.9$5.22$0.22$5.00
2016Detailed filing. Detailed filing data is available for this year.$44.8$0.00$44.8$2.99$0.21$2.78
2015Detailed filing. Detailed filing data is available for this year.$42.1$0.00$42.1$10.5$0.25$10.3
2014Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$1.26$0.02$1.25
2013Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$1.15$0.02$1.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$0.00$29.4$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$0.00$28.3$0.01