Civic Intelligence

Hartmarx Long Term Disability Trust

990EZ • Fiscal year 2013 • EIN 36-6676213

Jul 01, 2012 to Jun 30, 2013 • Filed on May 07, 2014

Organization Profile
C/O The Bnym PO Box 535007Suite15253-5007
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Net Margin

1st percentile

-113536%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

17th percentile

-25%

Faster asset growth than 17% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$75,149

Down $24,978 (-25%) from 2012

Net Assets

Down

$75,149

Down $24,978 (-25%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin1st percentile

Revenue

$22

No earlier filing loaded for comparison.

Expenses

Up

$25,000

Up $6,250 (+33%) from 2012

Net Income

-$24,978

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$150K$100K$50K$0Assets 2012: $100,127Liabilities 2012: $0Net Assets 2012: $100,1272012Assets 2013: $75,149Liabilities 2013: $0Net Assets 2013: $75,1492013Assets 2014: $43,909Liabilities 2014: $0Net Assets 2014: $43,9092014Assets 2015: $18,915Liabilities 2015: $0Net Assets 2015: $18,9152015Assets 2016: $167Liabilities 2016: $0Net Assets 2016: $1672016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2013

Assets$75,149
Liabilities$0
Net Assets$75,149
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2012: $18,7502012Revenue 2013: $22Expenses 2013: $25,000Net Income 2013: -$24,9782013Revenue 2014: $10Expenses 2014: $31,250Net Income 2014: -$31,2402014Revenue 2015: $6Expenses 2015: $25,000Net Income 2015: -$24,9942015Revenue 2016: $3Expenses 2016: $18,750Net Income 2016: -$18,7472016Revenue 2017: $0Expenses 2017: $167Net Income 2017: -$1672017

Highlighted filing

2013

Revenue$22
Expenses$25,000
Net Income-$24,978
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 7, 2014
Return Version
2012v2.3
Mission and Program Overview

Mission

Provision of welfare benefits

Filing and Contact Details

Filer

EIN
36-6676213
Raw XML Appendix107 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
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0100125
IRS990EZ/CashSavingsAndInvestments/EOY075148
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-24978
IRS990EZ/FiledScheduleA0false
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GainOrLossFromSaleOfAssets04
IRS990EZ/GroProfitLossSalesOfInventory00
IRS990EZ/GrossAmountFromSaleOfAssets04
IRS990EZ/GrossReceipts022
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome018
IRS990EZ/LandAndBuildings/BOY00
IRS990EZ/LandAndBuildings/EOY00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingOther0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalances/BOY0100127
IRS990EZ/NetAssetsOrFundBalancesBOY0100127
IRS990EZ/NetAssetsOrFundBalances/EOY075149
IRS990EZ/NetAssetsOrFundBalancesEOY075149
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00.0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation025000
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0THE BANK OF NEW YORK MELLON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE (See Schedule O)
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY02
IRS990EZ/OtherAssetsTotal/EOY01
IRS990EZ/PrimaryExemptPurpose0PROVISION OF WELFARE BENEFITS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits025000
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10C/O THE BNYM PO BOX 535007
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0PITTSBURGH
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0PA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0152535007
IRS990EZ/TheBooksAreInCareOf/NamePerson0THE BANK OF NEW YORK MELLON
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04122367175
IRS990EZ/TotalAssets/BOY0100127
IRS990EZ/TotalAssets/EOY075149
IRS990EZ/TotalExpenses025000
IRS990EZ/TotalRevenue022
IRS990EZ/TransactionWithControlEntity0false
IRS990ScheduleO/GeneralExplanation/Explanation0THE BANK OF NEW YORK MELLON, N.A. SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS HARTMARX CORPORATION. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH THE TRUST DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/GeneralExplanation/Explanation1A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation2SUBJECT TO HARTMARX CORPORATION'S OVERALL POLICY. HARTMARX CORPORATION DOES MONITOR AND ENFORCE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation3SUBJECT TO HARTMARX CORPORATION'S OVERALL POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation4THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/GeneralExplanation/Explanation5AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation6AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE HARTMARX LONG TERM DISABILITY TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON 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 HARTMARX CORPORATION.
IRS990ScheduleO/GeneralExplanation/Explanation7MODIFIED CASH BASIS
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990 PART VI SECTION A LINE 1A & B
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990 PART VI SECTION B LINE 11B
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990 PART VI SECTION B LINE 12A
IRS990ScheduleO/GeneralExplanation/Identifier3FORM 990 PART VI SECTION B LINE 13 & 14
IRS990ScheduleO/GeneralExplanation/Identifier4FORM 990 PART VI SECTION B LINE 15
IRS990ScheduleO/GeneralExplanation/Identifier5FORM 990 PART VI SECTION C LINE 19
IRS990ScheduleO/GeneralExplanation/Identifier6FORM 990 PART VII SECTION A LINE 1A COLUMN (B)
IRS990ScheduleO/GeneralExplanation/Identifier7FORM 990 PART XII LINE 1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0366676213
ReturnHeader/Filer/InCareOfName0% THE BANK OF NEW YORK MELLON
ReturnHeader/Filer/Name/BusinessNameLine10HARTMARX LONG TERM DISABILITY TRUST
ReturnHeader/Filer/NameControl0HART
ReturnHeader/Filer/Phone04122367175
ReturnHeader/Filer/USAddress/AddressLine10C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152535007
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-05-07
ReturnHeader/Officer/Name0BRENT HEINTZELMAN
ReturnHeader/Officer/Phone04122367175
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ERNST & YOUNG US LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102100 ONE PPG PLACE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PITTSBURGH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode015222
ReturnHeader/Preparer/Phone04126447800
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-08T09:13:43-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$75,149
Liabilities
$0
Net assets
$75,149
Revenue
$22
Expenses
$25,000
Net income
-$24,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.19$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.25$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.00$0.31$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.00$0.25$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.19