Civic Intelligence

Mrt Welfare Benefit Trust

990 • Fiscal year 2014 • EIN 36-7374467

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization ProfileN/A
1111 Louisiana St 4150 C/O K NhanHouston, TX 77002-5230

(713) 207-1111

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

25th percentile

0.00x

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

5th percentile

-59%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

59th percentile

$3,060

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

39th percentile

0.9%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-54%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$7,396,460

Up $63,735 (+0.9%) from 2013

Net Assets

Up

$7,396,460

Up $63,735 (+0.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Down

$423,777

Down $503,635 (-54%) from 2013

Expenses

Up

$673,898

Up $38,266 (+6.0%) from 2013

Net Income

Down

-$250,121

Down $541,901 (-186%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,224,035Liabilities 2011: $0Net Assets 2011: $6,224,0352011Assets 2012: $6,888,372Liabilities 2012: $0Net Assets 2012: $6,888,3722012Assets 2013: $7,332,725Liabilities 2013: $0Net Assets 2013: $7,332,7252013Assets 2014: $7,396,460Liabilities 2014: $0Net Assets 2014: $7,396,4602014Assets 2015: $7,093,379Liabilities 2015: $0Net Assets 2015: $7,093,3792015Assets 2016: $6,683,030Liabilities 2016: $0Net Assets 2016: $6,683,0302016Assets 2017: $6,870,451Liabilities 2017: $0Net Assets 2017: $6,870,4512017Assets 2018: $6,532,161Liabilities 2018: $0Net Assets 2018: $6,532,1612018Assets 2019: $7,108,167Liabilities 2019: $0Net Assets 2019: $7,108,1672019Assets 2020: $7,596,652Liabilities 2020: $0Net Assets 2020: $7,596,6522020Assets 2021: $7,946,011Liabilities 2021: $0Net Assets 2021: $7,946,0112021Assets 2022: $7,092,581Liabilities 2022: $0Net Assets 2022: $7,092,5812022Assets 2023: $7,637,518Liabilities 2023: $0Net Assets 2023: $7,637,5182023Assets 2024: $7,984,802Liabilities 2024: $0Net Assets 2024: $7,984,8022024

Highlighted filing

2014

Assets$7,396,460
Liabilities$0
Net Assets$7,396,460
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500KExpenses 2011: $776,6332011Expenses 2012: $657,8382012Revenue 2013: $927,412Expenses 2013: $635,632Net Income 2013: $291,7802013Revenue 2014: $423,777Expenses 2014: $673,898Net Income 2014: -$250,1212014Revenue 2015: $422,333Expenses 2015: $630,929Net Income 2015: -$208,5962015Revenue 2016: $425,254Expenses 2016: $775,138Net Income 2016: -$349,8842016Revenue 2017: $564,955Expenses 2017: $428,856Net Income 2017: $136,0992017Revenue 2018: $330,035Expenses 2018: $435,722Net Income 2018: -$105,6872018Revenue 2019: $303,353Expenses 2019: $276,197Net Income 2019: $27,1562019Revenue 2020: $292,216Expenses 2020: $199,081Net Income 2020: $93,1352020Revenue 2021: $291,067Expenses 2021: $183,551Net Income 2021: $107,5162021Revenue 2022: $254,972Expenses 2022: $228,668Net Income 2022: $26,3042022Revenue 2023: $258,964Expenses 2023: $207,422Net Income 2023: $51,5422023Revenue 2024: $300,305Expenses 2024: $171,198Net Income 2024: $129,1072024

Highlighted filing

2014

Revenue$423,777
Expenses$673,898
Net Income-$250,121
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$964,026
Mission and Program Overview

Mission

The trust was established in order to receive contributions from the company and to pay for health and welfare benefits for eligible retired employees of the company and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,332,725$7,396,460▲ $63,735
Cap Stk Tr Prin Current Funds$7,332,725$7,396,460▲ $63,735
Total Assets$7,332,725$7,396,460▲ $63,735
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,332,725$7,396,460▲ $63,735
Total Liabilities and Net Assets / Fund Balance$7,332,725$7,396,460▲ $63,735

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,734,956--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
-Trustee$3,060$3,060

Board Members and Trustees

NameTitle
Joseph McgoldrickChairman
Carla KneippCommittee Me
Kristie ColvinCommittee Me
Susan OrtenstoneCommittee Me
Lynne Harkel-rumfordSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$141,988
Investment Income
$281,789
Other Revenue
$0
Change in Net Assets
$-250,121

Audited Revenue Reconciliation

Revenue per Audited Statements
$423,777
Revenue Not Reported on Form 990
$325,077
Total Revenue per Audited Statements
$748,854
Total Revenue per Form 990
$423,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,505
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
Benefits to Members$582,393--$582,393
Fees for Services Accounting-$7,529-$7,529
Other Expenses$703--$703
Total Functional Expenses$666,369$7,529$0$673,898

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$673,898
Total Expenses per Audited Statements$673,898
Total Expenses per Form 990$673,898
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“All members of the benefits committee are appointed by centerpoint energy inc. For whom the benefits of this trust are administered”

Form 990, Page 6, Part VI, Line 7B

“All members of the benefits committee are appointed by centerpoint energy inc. And are subject to removal”

Form 990, Page 6, Part VI, Line 11B

“Electronic copy provided for review.”

Form 990, Page 6, Part VI, Line 12C

“By annual ethics training.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Mrt Welfare Benefit Trust
EIN
36-7374467
Phone
7132071111
Address
1111 LOUISIANA ST 4150 C/O K NHAN, HOUSTON, TX 77002-5230

Signing Officer

Name
Carla Kneipp
Title
Committee Member
Phone
7132071111
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carla Kneipp
Formed
1997
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Mcconnell & Jones Llp
Address
4828 LOOP CENTRAL DR STE 1000, HOUSTON, TX 77081-2222
Preparer
Tene Thomas
Phone
7139681600
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Prior period adjustment 46,518 to account for the removal of non-plan cash asset 57,739”

Raw XML Appendix335 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/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS OF THE BENEFITS COMMITTEE ARE APPOINTED BY CENTERPOINT ENERGY INC. FOR WHOM THE BENEFITS OF THIS TRUST ARE ADMINISTERED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS OF THE BENEFITS COMMITTEE ARE APPOINTED BY CENTERPOINT ENERGY INC. AND ARE SUBJECT TO REMOVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELECTRONIC COPY PROVIDED FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BY ANNUAL ETHICS TRAINING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR PERIOD ADJUSTMENT 46,518 TO ACCOUNT FOR THE REMOVAL OF NON-PLAN CASH ASSET 57,739
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IRS990/TotalAssetsEOYAmt07396460
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0666369
IRS990/TotalFunctionalExpensesGrp/TotalAmt0673898
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IRS990/TotalProgramServiceExpensesAmt0666369
IRS990/TotalProgramServiceRevenueAmt0141988
IRS990/TotalReportableCompFromOrgAmt03060
IRS990/TotalRevenueGrp/ExclusionAmt0181467
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0141988
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0423777
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0100322
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IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01111 LOUISIANA STREET 4150
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0770025230
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA KNEIPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMITTEE MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132071111
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MRT WELFARE BENEFIT TRUST
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ReturnHeader/Filer/PhoneNum07132071111
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 LOUISIANA ST 4150 C/O K NHAN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04828 LOOP CENTRAL DR STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770812222
ReturnHeader/PreparerPersonGrp/PhoneNum07139681600
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TENE THOMAS
ReturnHeader/ReturnTs02015-11-13T11:32:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,396,460
Liabilities
$0
Net assets
$7,396,460
Revenue
$423,777
Expenses
$673,898
Net income
-$250,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.98$0.00$7.98$0.30$0.17$0.13
2023Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.26$0.21$0.05
2022Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.09$0.25$0.23$0.03
2021Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.29$0.18$0.11
2020Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.29$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.30$0.28$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.33$0.44$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.56$0.43$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.43$0.78$0.35
2015Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.09$0.42$0.63$0.21
2014Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.42$0.67$0.25
2013Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.93$0.64$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.89$0.00$6.89$0.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$0.00$6.22$0.78