Civic Intelligence

Lucent Technologies Inc Post Retmt Welfare Benifits Tr for Non Rep Em

990 • Fiscal year 2012 • EIN 33-6325838

Oct 01, 2011 to Sep 30, 2012 • Filed on Apr 05, 2013

Organization ProfileN/A

View Organization Page

c/o Karen Alexander 600 Mountain A07974
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets23rd percentile

Assets

$321,619,444

No earlier filing loaded for comparison.

Net Assets

$321,594,244

No earlier filing loaded for comparison.

Liabilities

$25,200

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$119,922,680

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600M$400M$200M$0Assets 2012: $321,619,444Liabilities 2012: $25,200Net Assets 2012: $321,594,2442012Assets 2013: $321,346,159Liabilities 2013: $112,200Net Assets 2013: $321,233,9592013Assets 2014: $308,052,325Liabilities 2014: $42,300Net Assets 2014: $308,010,0252014Assets 2015: $257,912,100Liabilities 2015: $31,200Net Assets 2015: $257,880,9002015Assets 2016: $244,209,208Liabilities 2016: $36,545Net Assets 2016: $244,172,6632016Assets 2018: $173,543,047Liabilities 2018: $44,353Net Assets 2018: $173,498,6942018Assets 2019: $156,181,386Liabilities 2019: $43,438Net Assets 2019: $156,137,9482019Assets 2020: $196,928,614Liabilities 2020: $38,977Net Assets 2020: $196,889,6372020Assets 2021: $502,442,116Liabilities 2021: $40,827Net Assets 2021: $502,401,2892021Assets 2022: $372,967,567Liabilities 2022: $41,288Net Assets 2022: $372,926,2792022Assets 2023: $396,848,116Liabilities 2023: $65,002Net Assets 2023: $396,783,1142023Assets 2024: $398,238,236Liabilities 2024: $69,335Net Assets 2024: $398,168,9012024

Highlighted filing

2012

Assets$321,619,444
Liabilities$25,200
Net Assets$321,594,244
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400M$300M$200M$100M$0-$100MExpenses 2012: $119,922,6802012Expenses 2013: $115,563,7592013Revenue 2014: $100,141,777Expenses 2014: $115,678,959Net Income 2014: -$15,537,1822014Revenue 2015: $68,843,759Expenses 2015: $104,473,076Net Income 2015: -$35,629,3172015Revenue 2016: $70,224,425Expenses 2016: $93,161,616Net Income 2016: -$22,937,1912016Revenue 2018: $39,674,905Expenses 2018: $69,559,937Net Income 2018: -$29,885,0322018Revenue 2019: $42,680,176Expenses 2019: $76,213,902Net Income 2019: -$33,533,7262019Revenue 2020: $110,254,050Expenses 2020: $75,436,603Net Income 2020: $34,817,4472020Revenue 2021: $362,601,504Expenses 2021: $72,524,105Net Income 2021: $290,077,3992021Revenue 2022: $28,622,401Expenses 2022: $60,476,913Net Income 2022: -$31,854,5122022Revenue 2023: $30,726,696Expenses 2023: $57,604,482Net Income 2023: -$26,877,7862023Revenue 2024: $68,433,217Expenses 2024: $62,234,813Net Income 2024: $6,198,4042024

Highlighted filing

2012

Revenue-
Expenses$119,922,680
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Apr 5, 2013
Return Version
2011v1.5
Gross Receipts
$209,741,953
Mission and Program Overview

Mission

To provide funding for the payment of post-retirement life insurance benefits and health benefits to eligible retirees of alcatel-lucent usa inc.

Filing and Contact Details

Filer

EIN
33-6325838
Raw XML Appendix360 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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IRS990ScheduleO/GeneralExplanation/Explanation0Alcatel-Lucent Investment Management Corporation (ALIMCO) provides fiduciary services to the trust which includes oversight of the trustee and investment managers. Description of Members or Stockholders Form 990, Part VI, Question 6 Alcatel-Lucent USA Inc. is the sole member. Description of Classes of Persons and the Nature of Their Rights Form 990, Part VI, Question 7a Alcatel-Lucent USA Inc. as settlor or Alcatel-Lucent Investment Management Corporation as named fiduciary of the trust has the power to appoint/terminate the trustee. Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights Form 990, Part VI, Question 7b Trustee is subject to direction from Alcatel-Lucent USA Inc. (settlor), Alcatel-Lucent Investment Management Corporation (named fiduciary) and appointed investment managers. Description of documentation of meetings held Form 990, Part VI, Questions 8a & 8b THE TRUST OPERATES FOR THE EXCLUSIVE PURPOSE OF FUNDING HEALTH AND LIFE INSURANCE BENEFIT PAYMENTS SPONSORED BY Alcatel-Lucent USA Inc. (Formerly LUCENT TECHNOLOGIES, INC.). THE TRUST DOES NOT OPERATE INDEPENDENTLY WITH RESPECT TO CONDUCTING BUSINESS AND, AS SUCH, DOES NOT HOLD BOARD MEETINGS. ALL ADMINISTRATIVE ACTIVITIES INVOLVED WITH RESPECT TO THE TRUST ARE FACILITATED BY THE PENSION AND BENEFIT INVESTMENT COMMITTEE OF Alcatel-LUCENT USA INC. Mailing Address of Persons to be Contacted at a Different Address Form 990, Part VI, Question 9 Bank of New York Mellon: 135 Santilli Highway Everett, MA 02149
IRS990ScheduleO/GeneralExplanation/Explanation1Form 990 is sent to Trustee for authorization and signature prior to being filed.
IRS990ScheduleO/GeneralExplanation/Explanation2No documents are made available to the public. Other Changes in Net Assets Form 990, Part XI, Line 5 Unrealized Gain on Investments: $34,030,212
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ReturnHeader/TaxPeriodEndDate02012-09-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-04-08T10:39:25-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$321,619,444
Liabilities
$25,200
Net assets
$321,594,244
Revenue
-
Expenses
$119,922,680
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$398$0.07$398$68.4$62.2$6.20
2023Detailed filing. Detailed filing data is available for this year.$397$0.07$397$30.7$57.6$26.9
2022Detailed filing. Detailed filing data is available for this year.$373$0.04$373$28.6$60.5$31.9
2021Detailed filing. Detailed filing data is available for this year.$502$0.04$502$363$72.5$290
2020Detailed filing. Detailed filing data is available for this year.$197$0.04$197$110$75.4$34.8
2019Detailed filing. Detailed filing data is available for this year.$156$0.04$156$42.7$76.2$33.5
2018Detailed filing. Detailed filing data is available for this year.$174$0.04$173$39.7$69.6$29.9
2016Detailed filing. Detailed filing data is available for this year.$244$0.04$244$70.2$93.2$22.9
2015Detailed filing. Detailed filing data is available for this year.$258$0.03$258$68.8$104$35.6
2014Detailed filing. Detailed filing data is available for this year.$308$0.04$308$100$116$15.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$321$0.11$321$116
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$322$0.03$322$120