Civic Intelligence

The Procter & Gamble Retiree Benefit Trust

990 • Fiscal year 2019 • EIN 31-1383353

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 05, 2020

Organization ProfileN/A
Two Procter Gamble PlazaCincinnati, OH 45202

(513) 983-7777

Siviq Scores

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

Liabilities / Assets

64th percentile

0.14x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

97th percentile

59%

Faster asset growth than 97% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

3.7%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$15,652,049

Up $5,807,416 (+59%) from 2018

Net Assets

Up

$13,528,227

Up $5,969,770 (+79%) from 2018

Liabilities

Down

$2,123,822

Down $162,354 (-7.1%) from 2018

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin50th percentile

Revenue

Up

$187,075,022

Up $6,636,462 (+3.7%) from 2018

Expenses

Up

$181,105,252

Up $295,052 (+0.2%) from 2018

Net Income

Up

$5,969,770

Up $6,341,410 (+1706%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$80M$60M$40M$20M$0Assets 2011: $21,156,640Liabilities 2011: $0Net Assets 2011: $21,156,6402011Assets 2012: $16,470,111Liabilities 2012: $3,765,696Net Assets 2012: $12,704,4152012Assets 2013: $74,957,995Liabilities 2013: $3,623,199Net Assets 2013: $71,334,7962013Assets 2014: $69,401,626Liabilities 2014: $3,492,590Net Assets 2014: $65,909,0362014Assets 2015: $51,613,336Liabilities 2015: $3,333,302Net Assets 2015: $48,280,0342015Assets 2016: $42,961,514Liabilities 2016: $3,157,225Net Assets 2016: $39,804,2892016Assets 2017: $10,344,572Liabilities 2017: $2,414,475Net Assets 2017: $7,930,0972017Assets 2018: $9,844,633Liabilities 2018: $2,286,176Net Assets 2018: $7,558,4572018Assets 2019: $15,652,049Liabilities 2019: $2,123,822Net Assets 2019: $13,528,2272019Assets 2020: $24,073,670Liabilities 2020: $2,086,643Net Assets 2020: $21,987,0272020Assets 2021: $27,143,478Liabilities 2021: $1,980,482Net Assets 2021: $25,162,9962021Assets 2022: $18,467,431Liabilities 2022: $1,665,345Net Assets 2022: $16,802,0862022

Highlighted filing

2019

Assets$15,652,049
Liabilities$2,123,822
Net Assets$13,528,227
Open 2019 Filing

Operations Trend

Revenue Growth45th percentile

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

$200M$100M$0-$100MExpenses 2011: $176,549,5382011Expenses 2012: $187,832,4802012Expenses 2013: $125,602,9612013Revenue 2014: $161,691,326Expenses 2014: $167,354,656Net Income 2014: -$5,663,3302014Revenue 2015: $153,581,294Expenses 2015: $171,284,758Net Income 2015: -$17,703,4642015Revenue 2016: $163,040,721Expenses 2016: $171,515,861Net Income 2016: -$8,475,1402016Revenue 2017: $144,028,913Expenses 2017: $175,901,015Net Income 2017: -$31,872,1022017Revenue 2018: $180,438,560Expenses 2018: $180,810,200Net Income 2018: -$371,6402018Revenue 2019: $187,075,022Expenses 2019: $181,105,252Net Income 2019: $5,969,7702019Revenue 2020: $191,480,131Expenses 2020: $183,021,331Net Income 2020: $8,458,8002020Revenue 2021: $187,884,661Expenses 2021: $184,708,692Net Income 2021: $3,175,9692021Revenue 2022: $181,903,633Expenses 2022: $190,264,543Net Income 2022: -$8,360,9102022

Highlighted filing

2019

Revenue$187,075,022
Expenses$181,105,252
Net Income$5,969,770
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 5, 2020
Return Version
2018v3.1
Gross Receipts
$187,075,022
Mission and Program Overview

Mission

To provide retiree medical benefits for the u.s. Procter & gamble company retired employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,558,457$13,528,227▲ $5,969,770
Cash and Non-Interest-Bearing Accounts$4,745,494$10,715,825▲ $5,970,331
Accounts Receivable$4,598,432$4,435,305▼ $163,127
Investments in Publicly Traded Securities$500,000$500,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$9,844,633$15,652,049▲ $5,807,416
Other Assets Total$707$919▲ $212
Liabilities
Other Liabilities$2,286,176$2,123,822▼ $162,354
Total Liabilities$2,286,176$2,123,822▼ $162,354
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,558,457$13,528,227▲ $5,969,770
Total Liabilities and Net Assets / Fund Balance$9,844,633$15,652,049▲ $5,807,416
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Kevin WhithamChairperson
Colleen HelkerTrustee
Matt JanzaurkTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$187,064,388
Investment Income
$10,634
Other Revenue
$0
Change in Net Assets
$5,969,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$181,105,252
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting---$8,506,268
Other Expenses---$1,390,188
Total Functional Expenses$0$0$0$181,105,252
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Part. Contr. Received in Advance$2,123,822
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Governing body delegates day to day management responsibilities to the health and welfare plan management organization.”

Form 990, Part VI, Section A, Line 7A

“The 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.”

Form 990, Part VI, Section A, Line 8B

“The veba trust has no committees.”

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

“Upon completion, the financial managers review and approve the form 990, and the return is presented to the trustees for final review and approval before filing.”

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

“All 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.”

Form 990, Part VI, Section C, Line 19

“Governing 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.”

Filing and Contact Details

Filer

Filer Name
The Procter & Gamble Retiree Benefit
EIN
31-1383353
Phone
5139837777
Address
TWO PROCTER GAMBLE PLAZA, CINCINNATI, OH 45202

Signing Officer

Name
Kevin Whitham
Title
Trustee
Phone
5139837777
Signed
2020-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Whitham
Formed
1993
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
1100 WALNUT STREET SUITE 3300, KANSAS CITY, MO 64106
Preparer
Elizabeth Wiltfong
Phone
8164746180
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/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KELLEY MCCABE - PROCTER & GAMBLE
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0TWO PROCTER GAMBLE PLAZA
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IRS990/GrantsToIndividualsInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/OtherExpensesGrp/Desc1COST OF INSURANCE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOVERNING BODY DELEGATES DAY TO DAY MANAGEMENT RESPONSIBILITIES TO THE HEALTH AND WELFARE PLAN MANAGEMENT ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/SupplementalInformationDetail/ExplanationTxt2THE VEBA TRUST HAS NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON COMPLETION, THE FINANCIAL MANAGERS REVIEW AND APPROVE THE FORM 990, AND THE RETURN IS PRESENTED TO THE TRUSTEES FOR FINAL REVIEW AND APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL 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/SupplementalInformationDetail/ExplanationTxt5GOVERNING 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/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONSUMER PRODUCTS, MANUFACTURING AND DISTRIBUTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PROCTER & GAMBLE COMPANY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE PROCTER & GAMBLE BENEFIT PLAN TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE GILLETTE COMPANY EMPLOYEE BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0311018491
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1223055220
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE WELFARE BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE HEALTH, LIFE AND DISABILITY BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0TWO PROCTER GAMBLE PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1TWO PROCTER GAMBLE PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CINCINNATI
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OH
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd145202
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IRS990ScheduleR/SharingOfFacilitiesInd00
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH WILTFONG
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ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,652,049
Liabilities
$2,123,822
Net assets
$13,528,227
Revenue
$187,075,022
Expenses
$181,105,252
Net income
$5,969,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$1.67$16.8$182$190$8.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.1$1.98$25.2$188$185$3.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.1$2.09$22.0$191$183$8.46
2019Detailed filing. Detailed filing data is available for this year.$15.7$2.12$13.5$187$181$5.97
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.84$2.29$7.56$180$181$0.37
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$2.41$7.93$144$176$31.9
2016Detailed filing. Detailed filing data is available for this year.$43.0$3.16$39.8$163$172$8.48
2015Detailed filing. Detailed filing data is available for this year.$51.6$3.33$48.3$154$171$17.7
2014Detailed filing. Detailed filing data is available for this year.$69.4$3.49$65.9$162$167$5.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.0$3.62$71.3$126
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$3.77$12.7$188
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$0.00$21.2$177
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • $100M-$250M nonprofits