Civic Intelligence

Transcanada USA Services Inc Gtn Bargaining Unit Employees Welfare Benefi

990 • Fiscal year 2019 • EIN 36-7178377

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization ProfileN/A
700 Louisiana Street Suite 700Houston, TX 77002-2761

(587) 933-3185

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.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

60th percentile

13%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-25%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$18,432,682

Up $2,149,662 (+13%) from 2018

Net Assets

Up

$18,427,797

Up $2,149,835 (+13%) from 2018

Liabilities

Down

$4,885

Down $173 (-3.4%) from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin98th percentile

Revenue

Down

$529,074

Down $173,537 (-25%) from 2018

Expenses

Down

$41,813

Down $88,145 (-68%) from 2018

Net Income

Down

$487,261

Down $85,392 (-15%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$30M$20M$10M$0Assets 2018: $16,283,020Liabilities 2018: $5,058Net Assets 2018: $16,277,9622018Assets 2019: $18,432,682Liabilities 2019: $4,885Net Assets 2019: $18,427,7972019Assets 2020: $19,808,373Liabilities 2020: $5,455Net Assets 2020: $19,802,9182020Assets 2021: $20,103,389Liabilities 2021: $6,817Net Assets 2021: $20,096,5722021Assets 2022: $16,634,175Liabilities 2022: $5,045Net Assets 2022: $16,629,1302022Assets 2024: $18,343,628Liabilities 2024: $6,856Net Assets 2024: $18,336,7722024

Highlighted filing

2019

Assets$18,432,682
Liabilities$4,885
Net Assets$18,427,797
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0Revenue 2018: $702,611Expenses 2018: $129,958Net Income 2018: $572,6532018Revenue 2019: $529,074Expenses 2019: $41,813Net Income 2019: $487,2612019Revenue 2020: $550,220Expenses 2020: $387,857Net Income 2020: $162,3632020Revenue 2021: $483,112Expenses 2021: $481,678Net Income 2021: $1,4342021Revenue 2022: $933,167Expenses 2022: $540,615Net Income 2022: $392,5522022Revenue 2024: $648,699Expenses 2024: $88,131Net Income 2024: $560,5682024

Highlighted filing

2019

Revenue$529,074
Expenses$41,813
Net Income$487,261
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$1,034,877
Mission and Program Overview

Mission

To provide funding for health and welfare benefits for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$16,277,962$18,427,797▲ $2,149,835
Investments in Publicly Traded Securities$15,832,461$18,015,212▲ $2,182,751
Savings and Temporary Cash Investments$444,676$412,044▼ $32,632
Accounts Receivable$5,883$5,426▼ $457
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$16,283,020$18,432,682▲ $2,149,662
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,058$4,885▼ $173
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,058$4,885▼ $173
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,277,962$18,427,797▲ $2,149,835
Total Liabilities and Net Assets / Fund Balance$16,283,020$18,432,682▲ $2,149,662
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Alex FederucciMember
Burton ColeMember
Caroline LafondMember
Deanne AllenMember
Gillian EirikssonMember
Jennifer PierceMember
John MonacoMember
Jon DobsonMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$529,074
Other Revenue
$0
Change in Net Assets
$487,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,813
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 Legal---$25,776
Fees for Services Accounting---$9,653
Fees for Service Investment Mgmnt Fees---$6,384
Total Functional Expenses$0$0$0$41,813
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Business relationship with 35% controlled entity
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The members of the investment committee are appointed by board of directors of transcanada usa services inc.”

Form 990, Part VI, Section A, Line 9

“The northern trust company trustee - 50 s. Lasalle street, chicago, il 60603”

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

“Form 990 was reviewed by the investment committee.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Form 990, Part VIII

“This veba is established under a collectively bargained plan. Pursuant to the tax reform act of 1986, this fund is not subject to the limitations of irc section 419a and section 512(a)(3)(e). Therefore, the veba does not have contributions to the fund that exceed the account limit. Accordingly, the veba is not subject to the unrelated business income tax on its investment income and no form 990t is required to be filed.”

Filing and Contact Details

Filer

Filer Name
TransCanada USA Services Inc GTN Bargaining
EIN
36-7178377
In Care Of
% CRAIG RUTKUNAS
Phone
5879333185
Address
700 Louisiana Street Suite 700, Houston, TX 77002-2761

Signing Officer

Name
Craig Rutkunas
Title
Committee Member
Phone
5879333185
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig Rutkunas
Formed
1995
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Kpmg Llp
Address
8350 Broad Street Suite 900, McLean, VA 22102
Preparer
Raymond Ly
Phone
7032868000
Supplemental Narrative

Financial Statement Notes

Part X, Line 2

“The plan administrator has analyzed any income tax assets and liabilities of the plan and has concluded that as of december 31,2019 and 2018, there are no uncertain income tax positions taken or expected to be taken that would require recognition of a liability or asset, or disclosure in the financial statements. The plan is subject to audits by taxing jurisdictions, however, there are currently no audits for any tax periods in progress.”

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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt018427797
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0412044
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED ANY INCOME TAX ASSETS AND LIABILITIES OF THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31,2019 AND 2018, THERE ARE NO UNCERTAIN INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET, OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE INVESTMENT COMMITTEE ARE APPOINTED BY BOARD OF DIRECTORS OF TRANSCANADA USA SERVICES INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE NORTHERN TRUST COMPANY TRUSTEE - 50 S. LASALLE STREET, CHICAGO, IL 60603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WAS REVIEWED BY THE INVESTMENT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS VEBA IS ESTABLISHED UNDER A COLLECTIVELY BARGAINED PLAN. PURSUANT TO THE TAX REFORM ACT OF 1986, THIS FUND IS NOT SUBJECT TO THE LIMITATIONS OF IRC SECTION 419A AND SECTION 512(A)(3)(E). THEREFORE, THE VEBA DOES NOT HAVE CONTRIBUTIONS TO THE FUND THAT EXCEED THE ACCOUNT LIMIT. ACCORDINGLY, THE VEBA IS NOT SUBJECT TO THE UNRELATED BUSINESS INCOME TAX ON ITS INVESTMENT INCOME AND NO FORM 990T IS REQUIRED TO BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VIII
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0980460263
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ENERGY INFRASTRUC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0TransCanada USA Services Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0700 LOUISIANA STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0770022761
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt016283020
IRS990/TotalAssetsGrp/EOYAmt018432682
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt041813
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05058
IRS990/TotalLiabilitiesEOYAmt04885
IRS990/TotalLiabilitiesGrp/BOYAmt05058
IRS990/TotalLiabilitiesGrp/EOYAmt04885
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016277962
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt018427797
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0529074
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0529074
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt018432682
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG RUTKUNAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMITTEE MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum05879333185
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TransCanada USA Services Inc GTN Bargaining
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Unit Employees Welfare Benefit Trust

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
$18,432,682
Liabilities
$4,885
Net assets
$18,427,797
Revenue
$529,074
Expenses
$41,813
Net income
$487,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$0.01$18.3$0.65$0.09$0.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$0.01$16.6$0.93$0.54$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$0.01$20.1$0.48$0.48$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$0.01$19.8$0.55$0.39$0.16
2019Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.53$0.04$0.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.01$16.3$0.70$0.13$0.57