Civic Intelligence

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

990 • Fiscal year 2020 • EIN 23-2806496

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

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

(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.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.00x

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

98th percentile

88%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$11,722

Higher top officer pay than 52% of similar nonprofits.

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

3rd percentile

-32%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-65%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$41,443,128

Down $19,278,951 (-32%) from 2019

Net Assets

Down

$41,443,128

Down $19,278,951 (-32%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin98th percentile

Revenue

Down

$2,835,562

Down $5,322,497 (-65%) from 2019

Expenses

Up

$353,029

Up $144,606 (+69%) from 2019

Net Income

Down

$2,482,533

Down $5,467,103 (-69%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2020

Assets$41,443,128
Liabilities$0
Net Assets$41,443,128
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

2020

Revenue$2,835,562
Expenses$353,029
Net Income$2,482,533
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$29,692,696
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$60,722,079$41,443,128▼ $19,278,951
Investments in Publicly Traded Securities$59,158,463$40,661,723▼ $18,496,740
Savings and Temporary Cash Investments$1,299,415$659,322▼ $640,093
Cash and Non-Interest-Bearing Accounts$92,620$91,694▼ $926
Accounts Receivable$171,581$30,389▼ $141,192
Total Assets$60,722,079$41,443,128▼ $19,278,951
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$60,722,079$41,443,128▼ $19,278,951
Total Liabilities and Net Assets / Fund Balance$60,722,079$41,443,128▼ $19,278,951
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
-Trustee (see Schedule O)$11,722$11,722
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,835,562
Other Revenue
$0
Change in Net Assets
$2,482,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$341,307
Salaries, Compensation, and Employee Benefits$11,722
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$188,115--$188,115
Fees for Services Accounting$65,133--$65,133
Fees for Service Investment Mgmnt Fees$44,666--$44,666
Fees for Services Other$43,393--$43,393
Current Officers, Directors, Trustees, and Key Employees$11,722--$11,722
Total Functional Expenses$353,029$0$0$353,029
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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 talen energy supply llc. 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 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 benefit plan for umwa represented employees of pennsylvania mines corporation. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis, but are calculated based upon factors such as”

Form 990 Part VII Section A Line 1A Column (B) Continued

“The market value of the account and in accordance with the bank of new york mellon's agreement with ppl corporation.”

Form 990, Page 6, Part VI, 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.”

Filing and Contact Details

Filer

Filer Name
Benefit Plan for Umwa Represented
EIN
23-2806496
Phone
4122367175
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Brent Heintzelman Vp
Title
Bnym, Trustee
Phone
4122367175
Signed
2021-11-13

Organization Details

Formed
1993
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

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

Additional Explanations

Form 990 Part XII, Line 1

“MODIFIED CASH BASIS.”

Explanation for Form 990, Part XI, Line 9

“Adjustment for transfers: ($21,761,484)”

Raw XML Appendix281 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/ActivityOrMissionDesc0A 501(C)(9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF RETIREE MEDICAL AND LIFE INSURANCE COSTS.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/BooksInCareOfDetail/PhoneNum04122367175
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
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IRS990/EmployeeCnt00
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt011722
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
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IRS990/GainOrLossGrp/SecuritiesAmt01569325
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028426459
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01229448
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt036789
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01266237
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt059158463
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-21761484
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IRS990/OtherExpensesGrp/ProgramServicesAmt0188115
IRS990/OtherExpensesGrp/TotalAmt0188115
IRS990/PartialLiquidationInd0true
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0TALEN ENERGY HEALTH AND WELFARE BENEFIT PLAN TRUST
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02020-01-20
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0846732452
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt021761484
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(C)(9)
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0PITTSBURGH
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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd015253
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS TALEN ENERGY SUPPLY LLC. 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/ExplanationTxt3AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR BENEFIT PLAN FOR UMWA REPRESENTED EMPLOYEES OF PENNSYLVANIA MINES CORPORATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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/ExplanationTxt6AS 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/ExplanationTxt7ADJUSTMENT FOR TRANSFERS: ($21,761,484)
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 VII SECTION A LINE 1A COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VII SECTION A LINE 1A COLUMN (B) CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TypeOfOrganizationTrustInd0X
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IRS990/USAddress/CityNm0PITTSBURGH
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IRS990/USAddress/ZIPCd0152535007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT HEINTZELMAN VP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BNYM, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122367175
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEFIT PLAN FOR UMWA REPRESENTED
ReturnHeader/Filer/BusinessNameControlTxt0WELF
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ReturnHeader/Filer/PhoneNum04122367175
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE F LEW
ReturnHeader/ReturnTs02021-11-15T07:00:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,443,128
Liabilities
$0
Net assets
$41,443,128
Revenue
$2,835,562
Expenses
$353,029
Net income
$2,482,533
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