Civic Intelligence

The Procter & Gamble Benefit Plan Trust

990 • Fiscal year 2012 • EIN 31-1018491

Jul 01, 2011 to Jun 30, 2012 • Filed on May 08, 2013

Organization ProfileN/A
Two Procter Gamble Plaza45202
Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2012 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2012 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$100,961,016

Up $11,893,321 (+13%) from 2011

Net Assets

Up

$99,520,271

Up $10,774,654 (+12%) from 2011

Liabilities

Up

$1,440,745

Up $1,118,667 (+347%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$565,687,400

Up $19,005,296 (+3.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$150M$100M$50M$0Assets 2011: $89,067,695Liabilities 2011: $322,078Net Assets 2011: $88,745,6172011Assets 2012: $100,961,016Liabilities 2012: $1,440,745Net Assets 2012: $99,520,2712012Assets 2013: $55,342,832Liabilities 2013: $0Net Assets 2013: $55,342,8322013Assets 2014: $59,844,334Liabilities 2014: $156,910Net Assets 2014: $59,687,4242014Assets 2015: $60,120,461Liabilities 2015: $549,372Net Assets 2015: $59,571,0892015Assets 2016: $61,487,402Liabilities 2016: $76,557Net Assets 2016: $61,410,8452016Assets 2017: $70,861,554Liabilities 2017: $16,743Net Assets 2017: $70,844,8112017Assets 2018: $73,145,936Liabilities 2018: $208,387Net Assets 2018: $72,937,5492018Assets 2019: $76,818,832Liabilities 2019: $165,847Net Assets 2019: $76,652,9852019Assets 2020: $79,415,790Liabilities 2020: $12,930Net Assets 2020: $79,402,8602020Assets 2021: $71,483,601Liabilities 2021: $0Net Assets 2021: $71,483,6012021Assets 2022: $69,184,153Liabilities 2022: $28,723Net Assets 2022: $69,155,4302022

Highlighted filing

2012

Assets$100,961,016
Liabilities$1,440,745
Net Assets$99,520,271
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600M$400M$200M$0-$200MExpenses 2011: $546,682,1042011Expenses 2012: $565,687,4002012Expenses 2013: $95,562,1322013Revenue 2014: $58,454,006Expenses 2014: $55,627,733Net Income 2014: $2,826,2732014Revenue 2015: $61,483,717Expenses 2015: $61,935,270Net Income 2015: -$451,5532015Revenue 2016: $80,028,791Expenses 2016: $79,072,394Net Income 2016: $956,3972016Revenue 2017: $84,886,809Expenses 2017: $76,844,348Net Income 2017: $8,042,4612017Revenue 2018: $85,364,085Expenses 2018: $83,281,685Net Income 2018: $2,082,4002018Revenue 2019: $89,526,063Expenses 2019: $84,940,971Net Income 2019: $4,585,0922019Revenue 2020: $87,358,038Expenses 2020: $87,182,087Net Income 2020: $175,9512020Revenue 2021: $99,051,599Expenses 2021: $99,271,167Net Income 2021: -$219,5682021Revenue 2022: $97,679,425Expenses 2022: $99,408,042Net Income 2022: -$1,728,6172022

Highlighted filing

2012

Revenue-
Expenses$565,687,400
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 8, 2013
Return Version
2011v1.5
Gross Receipts
$580,169,135
Mission and Program Overview

Mission

To provide certain welfare benefits for the u.s. Procter & gamble company employees.

Filing and Contact Details

Filer

EIN
31-1018491
Raw XML Appendix391 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/ContractorCompensation/DescriptionOfServices1CLAIMS PROCESSING
IRS990/ContractorCompensation/DescriptionOfServices2CLAIMS PROCESSING
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IRS990/ContractorCompensation/DescriptionOfServices4ADMINSTRATION SERVICES
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IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1CHAIRMAN, TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3SECRETARY
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IRS990/OtherExpenses/Total137861
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IRS990ScheduleO/GeneralExplanation/Explanation0GOVERNING BODY DELEGATES DAY TO DAY MANAGEMENT RESPONSIBILITIES TO THE HEALTH & WELFARE PLAN MANAGEMENT ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1THE PROCTER & GAMBLE COMPANY BOARD OF DIRECTORS DELEGATED THE TRUSTEE APPOINTMENT AUTHORITY TO THE PROCTER & GAMBLE GLOBAL PENSIONS INVESTMENT POLICY COMMITTEE (GPIPC), WHO IN TURN DELEGATED THE AUTHORITY TO THE PROCTER & GAMBLE GLOBAL PENSIONS DEPARTMENT.
IRS990ScheduleO/GeneralExplanation/Explanation2UPON COMPLETION, THE MANAGERS OF THE PLANS REVIEW THE FORM 990 AND HAVE AN OPPORTUNITY TO DISCUSS ANY QUESTIONS WITH THE PREPARER. AFTER THE PLAN MANAGERS APPROVE THE FORM 990, THE RETURN IS PRESENTED TO THE TRUSTEES FOR FINAL REVIEW AND APPROVAL BEFORE FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3ALL EMPLOYEES, IF ANY, AND TRUSTEES ARE REQUIRED TO TAKE PERIODICAL TRAINING REGARDING THE CONFLICT OF INTEREST POLICY. THEY ARE REMINDED OF THEIR CONTINUING RESPONSIBILITY TO OBSERVE THE POLICY AND DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST. ALL EMPLOYEES, IF ANY, AND TRUSTEES ARE RESPONSIBLE FOR ASSESSING POSSIBLE CONFLICTS OF INTEREST, RECOMMENDING APPROPRIATE ACTIONS TO RESOLVE OR ELIMINATE ANY CONFLICTS OF INTEREST, ENSURING APPROPRIATE LEVELS OF MANAGEMENT ARE AWARE OF THE POSSIBLE CONFLICT, MONITORING ANY PREVIOUSLY IDENTIFIED CONFLICTS OF INTEREST AND FOLLOWING UP ON ANY NEW CONFLICTS OF INTEREST.
IRS990ScheduleO/GeneralExplanation/Explanation4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON THE PROCTER & GAMBLE INTERNAL WEBSITES. THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5DAVE TIERSCH - 1 P&G PLAZA, CINCINNATI, OH 45202 DEAN WUNDERLE - 1 P&G PLAZA, CINCINNATI, OH 45202 JENNIFER TING - 299 EAST SIXTH STREET, CINCINNATI, OH 45202
IRS990ScheduleO/GeneralExplanation/Explanation6NET UNREALIZED LOSSES ON INVESTMENTS: -744,648.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION A, LINE 9:
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART XI, LINE 5:
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12THE GILLETTE COMPANY EMPLOYEE BENEFIT TRUST
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0PROVIDE RETIREE MEDICAL BENEFITS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1PROVIDE DISABILITY BENEFITS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities2PROVIDE HEALTH, LIFE AND DISABILITY BENEFITS
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IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10ANDREA WEHRLE THE PROCTER & GAMBLE COMPANY
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IRS990/TotalAssets/BOY089067695
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IRS990/TotalLiabilitiesEOY01440745
IRS990/TotalLiabNetAssetsFundBalances/BOY089067695
IRS990/TotalLiabNetAssetsFundBalances/EOY0100961016
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY088745617
IRS990/TotalNetAssetsFundBalances/EOY099520271
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceRevenue0575166244
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0577206702
IRS990/TotalRevenue/ExclusionAmount02040458
IRS990/TotalRevenuePriorYear0556258728
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0575166244
IRS990/TotalRevenue/TotalRevenueColumn0577206702
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01981
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311018491
ReturnHeader/Filer/Name/BusinessNameLine10THE PROCTER & GAMBLE BENEFIT PLAN TRUST
ReturnHeader/Filer/NameControl0PROC
ReturnHeader/Filer/Phone05136984501
ReturnHeader/Filer/USAddress/AddressLine10TWO PROCTER GAMBLE PLAZA
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045202
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-08
ReturnHeader/Officer/Name0JOANN G HAGOPIAN
ReturnHeader/Officer/Phone05136984501
ReturnHeader/Officer/Title0CHAIRMAN, TRUSTEE
ReturnHeader/PreparerFirm/EIN0381357951
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PLANTE & MORAN PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102601 CAMBRIDGE CT SUITE 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0AUBURN HILLS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode048326
ReturnHeader/Preparer/Name0LYNNE M HUISMANN
ReturnHeader/Preparer/Phone02483757100
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-10T14:19:59-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$100,961,016
Liabilities
$1,440,745
Net assets
$99,520,271
Revenue
-
Expenses
$565,687,400
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$0.03$69.2$97.7$99.4$1.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.5$0.00$71.5$99.1$99.3$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.4$0.01$79.4$87.4$87.2$0.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.8$0.17$76.7$89.5$84.9$4.59
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.1$0.21$72.9$85.4$83.3$2.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.9$0.02$70.8$84.9$76.8$8.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.5$0.08$61.4$80.0$79.1$0.96
2015Detailed filing. Detailed filing data is available for this year.$60.1$0.55$59.6$61.5$61.9$0.45
2014Detailed filing. Detailed filing data is available for this year.$59.8$0.16$59.7$58.5$55.6$2.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.3$0.00$55.3$95.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$1.44$99.5$566
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.1$0.32$88.7$547