Civic Intelligence

The Coca-Cola Company Postretirement Benefits Trust 22-51788

EIN 27-1449206 • 501(c)9 • Chicago, IL

Profile

Payment of health and dental benefits to retirees and survivors.

Attn Fausto Ponce 333 S Wabash W-Chicago, IL 60604

n/A

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

8th percentile

-21%

Higher net margin than 8% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$7,000

Higher top officer pay than 39% of similar nonprofits.

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

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

148%

Faster revenue growth than 95% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$40,943

Down $106,996,207 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$40,943

Down $106,996,207 (-100%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin8th percentile

Revenue

Up

$28,357,295

Up $16,933,952 (+148%) from 2023

Expenses

Down

$34,439,795

Down $4,405,317 (-11%) from 2023

Net Income

Up

-$6,082,500

Up $21,339,269 (+78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$400M$300M$200M$100M$0Assets 2019: $279,727,328Liabilities 2019: $0Net Assets 2019: $279,727,3282019Assets 2020: $329,570,491Liabilities 2020: $0Net Assets 2020: $329,570,4912020Assets 2021: $344,865,777Liabilities 2021: $0Net Assets 2021: $344,865,7772021Assets 2022: $307,605,146Liabilities 2022: $0Net Assets 2022: $307,605,1462022Assets 2023: $107,037,150Liabilities 2023: $0Net Assets 2023: $107,037,1502023Assets 2024: $40,943Liabilities 2024: $0Net Assets 2024: $40,9432024

Highlighted filing

2024

Assets$40,943
Liabilities$0
Net Assets$40,943
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$40M$20M$0-$20M-$40MRevenue 2019: $33,638,551Expenses 2019: $8,209,302Net Income 2019: $25,429,2492019Revenue 2020: $20,299,838Expenses 2020: $2,811,253Net Income 2020: $17,488,5852020Revenue 2021: $38,479,381Expenses 2021: $10,110,507Net Income 2021: $28,368,8742021Revenue 2022: $17,142,398Expenses 2022: $2,023,996Net Income 2022: $15,118,4022022Revenue 2023: $11,423,343Expenses 2023: $38,845,112Net Income 2023: -$27,421,7692023Revenue 2024: $28,357,295Expenses 2024: $34,439,795Net Income 2024: -$6,082,5002024

Highlighted filing

2024

Revenue$28,357,295
Expenses$34,439,795
Net Income-$6,082,500
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
$40,943
Liabilities
$0
Net assets
$40,943
Revenue
$28,357,295
Expenses
$34,439,795
Net income
-$6,082,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$28.4$34.4$6.08
2023Detailed filing. Detailed filing data is available for this year.$107$0.00$107$11.4$38.8$27.4
2022Detailed filing. Detailed filing data is available for this year.$308$0.00$308$17.1$2.02$15.1
2021Detailed filing. Detailed filing data is available for this year.$345$0.00$345$38.5$10.1$28.4
2020Detailed filing. Detailed filing data is available for this year.$330$0.00$330$20.3$2.81$17.5
2019Detailed filing. Detailed filing data is available for this year.$280$0.00$280$33.6$8.21$25.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 26, 2025
Return Version
2024v5.2
Gross Receipts
$145,614,603
Mission and Program Overview

Mission

Payment of health and dental benefits to retirees and survivors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$100,698,170$0▼ $100,698,170
Savings and Temporary Cash Investments$6,239,848$0▼ $6,239,848
Cap Stk Tr Prin Current Funds$107,037,150$40,943▼ $106,996,207
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Other Assets Total$99,132$40,943▼ $58,189
Total Assets$107,037,150$40,943▼ $106,996,207
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$107,037,150$40,943▼ $106,996,207
Total Liabilities and Net Assets / Fund Balance$107,037,150$40,943▼ $106,996,207

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$40,943--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$7,000$7,000

Board Members and Trustees

NameTitle
Stacy ApterCommittee Chair
Ellie MayCommittee
Enrique RapettiCommittee
Mark EppertCommittee
Michael MurrayCommittee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,578,327
Investment Income
$16,778,968
Other Revenue
$0
Change in Net Assets
$-6,082,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,839,230
Salaries, Compensation, and Employee Benefits$7,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$32,593,565--$32,593,565
Fees for Service Investment Mgmnt Fees$704,214--$704,214
Fees for Services Accounting$19,110--$19,110
Current Officers, Directors, Trustees, and Key Employees$7,000--$7,000
Other Expenses$369--$369
Total Functional Expenses$34,439,795$0$0$34,439,795
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The coca-cola postretirement trust's form 990 is prepared based on the amounts reported in the annual trust statement provided by northern trust and information provided by the coca-cola company. The amounts included in the return are agreed to the annual trust statement by the benefits accountant at the coca-cola company. The form 990 is reviewed by reading the return and approved by the coca-cola company asset management committee prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The committee for the trust follows the same conflict of interest policy as set forth for the employees at the coca-cola company. The company provides training on conflicts of interest and also utilizes an annual certification process to solicit, collect and review all conflict of interest disclosures. Potential breaches of the company's conflict of interest policies are investigated throughly and violations are enforced with appropriate corrective action.”

Form 990, Part VI, Section C, Line 19

“PROVIDED UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
The Coca-cola Company Postretirement
EIN
27-1449206
Phone
4046761085
Address
ATTN FAUSTO PONCE 333 S WABASH W-, CHICAGO, IL 60604

Signing Officer

Name
The Northern Trust Company
Title
Trustee
Phone
4046761085
Signed
2025-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy Apter
Formed
2006
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
1100 WALNUT STREET SUITE 3300, KANSAS CITY, MO 64106
Preparer
Brett Falkner
Phone
8164746180
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Purchase of a retiree insurace with metropolitan life insurance -91,682,960.”

Raw XML Appendix341 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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IRS990/BenefitsToMembersGrp/ProgramServicesAmt032593565
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IRS990/BooksInCareOfDetail/PhoneNum03126306000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt050 SOUTH LASALLE STREET
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IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE
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IRS990/GrantsToOrganizationsInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COCA-COLA POSTRETIREMENT TRUST'S FORM 990 IS PREPARED BASED ON THE AMOUNTS REPORTED IN THE ANNUAL TRUST STATEMENT PROVIDED BY NORTHERN TRUST AND INFORMATION PROVIDED BY THE COCA-COLA COMPANY. THE AMOUNTS INCLUDED IN THE RETURN ARE AGREED TO THE ANNUAL TRUST STATEMENT BY THE BENEFITS ACCOUNTANT AT THE COCA-COLA COMPANY. THE FORM 990 IS REVIEWED BY READING THE RETURN AND APPROVED BY THE COCA-COLA COMPANY ASSET MANAGEMENT COMMITTEE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMMITTEE FOR THE TRUST FOLLOWS THE SAME CONFLICT OF INTEREST POLICY AS SET FORTH FOR THE EMPLOYEES AT THE COCA-COLA COMPANY. THE COMPANY PROVIDES TRAINING ON CONFLICTS OF INTEREST AND ALSO UTILIZES AN ANNUAL CERTIFICATION PROCESS TO SOLICIT, COLLECT AND REVIEW ALL CONFLICT OF INTEREST DISCLOSURES. POTENTIAL BREACHES OF THE COMPANY'S CONFLICT OF INTEREST POLICIES ARE INVESTIGATED THROUGHLY AND VIOLATIONS ARE ENFORCED WITH APPROPRIATE CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PURCHASE OF A RETIREE INSURACE WITH METROPOLITAN LIFE INSURANCE -91,682,960.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0THE COCA-COLA COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0580628465
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0THE COCA-COLA COMPANY
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04046761085
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COCA-COLA COMPANY POSTRETIREMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFITS TRUST 22-51788
ReturnHeader/Filer/BusinessNameControlTxt0COCA
ReturnHeader/Filer/EIN0271449206
ReturnHeader/Filer/PhoneNum04046761085
ReturnHeader/Filer/USAddress/AddressLine1Txt0ATTN FAUSTO PONCE 333 S WABASH W-
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 WALNUT STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064106
ReturnHeader/PreparerPersonGrp/PhoneNum08164746180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETT FALKNER
ReturnHeader/ReturnTs02025-09-26T13:08:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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