Civic Intelligence

Dominion Energy Inc Transmission Union

EIN 25-1752870 • 501(c)9 • New York, NY

View Organization Page

Profile

PROVISION OF BENEFITS.

C/O BNYM 240 Greenwich StreetNew York, NY 10286

n/A

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

39th percentile

$50

Higher top officer pay than 39% of similar nonprofits.

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

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

77th percentile

12%

Faster asset growth than 77% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

279%

Faster revenue growth than 97% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$297,156,301

Up $31,435,238 (+12%) from 2023

Liabilities

Up

$105,925

Up $105,925 from 2023

Net Assets

Up

$297,050,376

Up $31,329,313 (+12%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin97th percentile

Revenue

Up

$41,230,924

Up $30,341,989 (+279%) from 2023

Expenses

Down

$4,773,779

Down $3,338,136 (-41%) from 2023

Net Income

Up

$36,457,145

Up $33,680,125 (+1213%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$300M$200M$100M$0Assets 2011: $97,729,140Liabilities 2011: $0Net Assets 2011: $97,729,1402011Assets 2012: $107,677,042Liabilities 2012: $0Net Assets 2012: $107,677,0422012Assets 2013: $132,096,376Liabilities 2013: $0Net Assets 2013: $132,096,3762013Assets 2014: $145,342,496Liabilities 2014: $0Net Assets 2014: $145,342,4962014Assets 2015: $150,143,383Liabilities 2015: $0Net Assets 2015: $150,143,3832015Assets 2016: $165,255,905Liabilities 2016: $0Net Assets 2016: $165,255,9052016Assets 2017: $190,155,029Liabilities 2017: $0Net Assets 2017: $190,155,0292017Assets 2018: $185,406,923Liabilities 2018: $0Net Assets 2018: $185,406,9232018Assets 2019: $226,732,747Liabilities 2019: $0Net Assets 2019: $226,732,7472019Assets 2020: $251,931,932Liabilities 2020: $0Net Assets 2020: $251,931,9322020Assets 2021: $284,561,590Liabilities 2021: $0Net Assets 2021: $284,561,5902021Assets 2022: $234,170,486Liabilities 2022: $0Net Assets 2022: $234,170,4862022Assets 2023: $265,721,063Liabilities 2023: $0Net Assets 2023: $265,721,0632023Assets 2024: $297,156,301Liabilities 2024: $105,925Net Assets 2024: $297,050,3762024

Highlighted filing

2024

Assets$297,156,301
Liabilities$105,925
Net Assets$297,050,376
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$60M$40M$20M$0-$20MExpenses 2011: $8,839,2722011Expenses 2012: $8,115,3202012Revenue 2013: $18,597,715Expenses 2013: $8,258,566Net Income 2013: $10,339,1492013Revenue 2014: $20,225,381Expenses 2014: $8,312,247Net Income 2014: $11,913,1342014Revenue 2015: $21,305,281Expenses 2015: $8,875,980Net Income 2015: $12,429,3012015Revenue 2016: $19,653,103Expenses 2016: $9,928,338Net Income 2016: $9,724,7652016Revenue 2017: $25,124,696Expenses 2017: $10,181,891Net Income 2017: $14,942,8052017Revenue 2018: $25,343,804Expenses 2018: $10,181,866Net Income 2018: $15,161,9382018Revenue 2019: $20,500,187Expenses 2019: $9,445,993Net Income 2019: $11,054,1942019Revenue 2020: $7,672,417Expenses 2020: $9,505,905Net Income 2020: -$1,833,4882020Revenue 2021: $39,163,048Expenses 2021: $11,136,046Net Income 2021: $28,027,0022021Revenue 2022: $9,978,787Expenses 2022: $9,178,279Net Income 2022: $800,5082022Revenue 2023: $10,888,935Expenses 2023: $8,111,915Net Income 2023: $2,777,0202023Revenue 2024: $41,230,924Expenses 2024: $4,773,779Net Income 2024: $36,457,1452024

Highlighted filing

2024

Revenue$41,230,924
Expenses$4,773,779
Net Income$36,457,145
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$297,156,301
Liabilities
$105,925
Net assets
$297,050,376
Revenue
$41,230,924
Expenses
$4,773,779
Net income
$36,457,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$297$0.11$297$41.2$4.77$36.5
2023Detailed filing. Detailed filing data is available for this year.$266$0.00$266$10.9$8.11$2.78
2022Detailed filing. Detailed filing data is available for this year.$234$0.00$234$9.98$9.18$0.80
2021Detailed filing. Detailed filing data is available for this year.$285$0.00$285$39.2$11.1$28.0
2020Detailed filing. Detailed filing data is available for this year.$252$0.00$252$7.67$9.51$1.83
2019Detailed filing. Detailed filing data is available for this year.$227$0.00$227$20.5$9.45$11.1
2018Detailed filing. Detailed filing data is available for this year.$185$0.00$185$25.3$10.2$15.2
2017Detailed filing. Detailed filing data is available for this year.$190$0.00$190$25.1$10.2$14.9
2016Detailed filing. Detailed filing data is available for this year.$165$0.00$165$19.7$9.93$9.72
2015Detailed filing. Detailed filing data is available for this year.$150$0.00$150$21.3$8.88$12.4
2014Detailed filing. Detailed filing data is available for this year.$145$0.00$145$20.2$8.31$11.9
2013Detailed filing. Detailed filing data is available for this year.$132$0.00$132$18.6$8.26$10.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$0.00$108$8.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.7$0.00$97.7$8.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$141,811,571
Mission and Program Overview

Mission

PROVISION OF BENEFITS.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$265,721,063$297,050,376▲ $31,329,313
Investments Other Securities$253,954,770$287,313,366▲ $33,358,596
Savings and Temporary Cash Investments$11,766,293$7,663,842▼ $4,102,451
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 Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $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$265,721,063$297,156,301▲ $31,435,238
Other Assets Total$0$2,179,093▲ $2,179,093
Liabilities
Accounts Payable and Accrued Expenses$0$105,925▲ $105,925
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$105,925▲ $105,925
Net Assets / Fund Balance
Total Net Assets Fund Balance$265,721,063$297,050,376▲ $31,329,313
Total Liabilities and Net Assets / Fund Balance$265,721,063$297,156,301▲ $31,435,238

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$18,630,797--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
The Bank of New York MellonSee Schedule O)$50$50

Highest Paid Contractors

ContractorServicesLocationCompensation
JP Morgan Asset ManagementInvestment Mgmt.245 Park Avenue, New York, NY 10167$312,716
PGIM Investments LLCInvestment Mgmt.28 Liberty Street, New York, NY 10005$119,484
DeloitteAccounting30 Rockefeller Plaza, New York, NY 10112$115,673
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,540
Investment Income
$40,915,271
Other Revenue
$303,113
Change in Net Assets
$36,457,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,222,343
Salaries, Compensation, and Employee Benefits$50
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,551,386
Fees for Service Investment Mgmnt Fees---$970,782
Fees for Services Other---$100,346
Fees for Services Accounting---$45,779
Other Expenses---$4,083
All Other Expenses---$873
Current Officers, Directors, Trustees, and Key Employees---$50
Total Functional Expenses$0$0$0$4,773,779
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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 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, Lines 1A & 1B

“The Bank of New York Mellon AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS DOMINION ENERGY, INC. 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, Sections A & B, Lines 8, 12 - 15

“These questions are not applicable to this organization as it is a 501(c)(9) trust (voluntary employee benefits association). Additionally the organization does not have any employees, therefore no processes related to employee compensation.”

Form 990, Part VI, Section B Line 11B

“No review was or will be conducted.”

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 OF THE ORGANIZATION, The Bank of New York Mellon PROVIDED ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR DOMINION ENERGY INC., TRANSMISSION UNION VEBA TRUST. THESE SERVICES REQUIRED 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 THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH The Bank of New York Mellon'S AGREEMENT WITH DOMINION ENERGY, INC.”

Filing and Contact Details

Filer

Filer Name
Dominion Energy Inc Transmission Union
EIN
25-1752870
In Care Of
% C/O THE BANK OF NEW YORK
Phone
8046255516
Address
C/O BNYM 240 Greenwich Street, New York, NY 10286

Signing Officer

Name
Stephen Cordo
Title
SVP
Phone
8046255516
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
The Bank of New York Mellon
Formed
1994
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

“Fund transfer difference - ($49,979)”

Form 990, Part XII, Line 1

“MODIFIED CASH BASIS”

Raw XML AppendixShowing 400 of 424 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/ActivityOrMissionDesc0PROVISION OF BENEFITS.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt0873
IRS990/BenefitsToMembersGrp/TotalAmt03551386
IRS990/BooksInCareOfDetail/PersonNm0CO THE BANK OF NEW YORK
IRS990/BooksInCareOfDetail/PhoneNum08046255516
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0MELLON 240 GREENWICH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0New York
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
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IRS990/ContractorCompensationGrp/CompensationAmt0312716
IRS990/ContractorCompensationGrp/CompensationAmt1119484
IRS990/ContractorCompensationGrp/CompensationAmt2115673
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0245 Park Avenue
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt128 Liberty Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt230 Rockefeller Plaza
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEW YORK
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IRS990/ContractorCompensationGrp/ContractorName/PersonNm1PGIM Investments LLC
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IRS990/CYOtherExpensesAmt01222343
IRS990/CYOtherRevenueAmt0303113
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IRS990/Desc0PROVISION OF BENEFITS.
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IRS990/EmployeeCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Bank of New York Mellon AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS DOMINION ENERGY, INC. 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 THIS ORGANIZATION AS IT IS A 501(C)(9) TRUST (VOLUNTARY EMPLOYEE BENEFITS ASSOCIATION). ADDITIONALLY THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES, THEREFORE NO PROCESSES RELATED TO EMPLOYEE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No review was or will be conducted.
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 OF THE ORGANIZATION, The Bank of New York Mellon PROVIDED ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR DOMINION ENERGY INC., TRANSMISSION UNION VEBA TRUST. THESE SERVICES REQUIRED 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 THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH The Bank of New York Mellon'S AGREEMENT WITH DOMINION ENERGY, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fund transfer difference - ($49,979)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINES 1A & 1B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTIONS A & B, LINES 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 XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 1
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0120 TREDEGAR STREET
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen Cordo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum08046255516
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12

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