Liabilities / Assets
64th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
66th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 625000.0% of source-year revenue.
Asset Growth
10th percentile
Faster asset growth than 10% of similar nonprofits.
Revenue Growth
17th percentile
Faster revenue growth than 17% of similar nonprofits.
Balance Sheet
Assets
Down$167
Down $18,748 (-99%) from 2015
Net Assets
Down$167
Down $18,748 (-99%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Down$3
Down $3 (-50%) from 2015
Expenses
Down$18,750
Down $6,250 (-25%) from 2015
Net Income
Up-$18,747
Up $6,247 (+25%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- May 11, 2017
- Return Version
- 2015v3.0
- Gross Receipts
- $3
Mission and Program Overview
Mission
Provision of welfare benefits
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | Trustee (See Schedule O) | - | $18,750 | - | $18,750 |
Filing and Contact Details
Filer
- Filer Name
- Hartmarx Long Term Disability Trust
- EIN
- 36-6676213
- In Care Of
- % THE BANK OF NEW YORK MELLON
- Phone
- 4122367175
- Address
- C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007
Signing Officer
- Name
- Brent Heintzelman
- Title
- VP, Bynm, as Trustee
- Phone
- 4122367175
- Signed
- 2017-05-11
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Ernst & Young US Llp
- Address
- 2100 ONE PPG PLACE, PITTSBURGH, PA 15222
- Preparer
- Inas Raouf
- Phone
- 4126447800
Supplemental Narrative
Additional Explanations
Form 990EZ, Part IV, Column B
“Average 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.”
Raw XML Appendix92 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | THE BANK OF NEW YORK MELLON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4122367175 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | C/O THE BNYM PO BOX 535007 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PITTSBURGH |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 152535007 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 18915 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 167 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -18747 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 18915 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 167 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 3 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | MODIFIED CASH |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 18915 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 167 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 18915 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 167 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 18750 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | THE BANK OF NEW YORK MELLON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE (SEE SCHEDULE O) |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVISION OF WELFARE BENEFITS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 18750 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 18750 |
| IRS990EZ/TotalRevenueAmt | 0 | 3 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | AVERAGE 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/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990EZ, PART IV, COLUMN B |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRENT HEINTZELMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VP, BYNM, AS TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4122367175 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-05-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HARTMARX LONG TERM DISABILITY TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HART |
| ReturnHeader/Filer/EIN | 0 | 366676213 |
| ReturnHeader/Filer/InCareOfNm | 0 | % THE BANK OF NEW YORK MELLON |
| ReturnHeader/Filer/PhoneNum | 0 | 4122367175 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | C/O THE BNYM PO BOX 535007 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 152535007 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ERNST & YOUNG US LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2100 ONE PPG PLACE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 15222 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4126447800 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | INAS RAOUF |
| ReturnHeader/ReturnTs | 0 | 2017-05-11T16:12:48-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $167
- Liabilities
- $0
- Net assets
- $167
- Revenue
- $3
- Expenses
- $18,750
- Net income
- -$18,747