Civic Intelligence

Mrt Welfare Benefit Trust

990 • Fiscal year 2016 • EIN 36-7374467

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

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

27th percentile

0.00x

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.00x

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

6th percentile

-82%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$3,040

Higher top officer pay than 57% of similar nonprofits.

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

22nd percentile

-5.8%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

0.7%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$6,683,030

Down $410,349 (-5.8%) from 2015

Net Assets

Down

$6,683,030

Down $410,349 (-5.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin6th percentile

Revenue

Up

$425,254

Up $2,921 (+0.7%) from 2015

Expenses

Up

$775,138

Up $144,209 (+23%) from 2015

Net Income

Down

-$349,884

Down $141,288 (-68%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2016

Assets$6,683,030
Liabilities$0
Net Assets$6,683,030
Open 2016 Filing

Operations Trend

Revenue Growth41st 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

2016

Revenue$425,254
Expenses$775,138
Net Income-$349,884
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$1,061,920
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$7,093,379$6,683,030▼ $410,349
Cap Stk Tr Prin Current Funds$7,093,379$6,683,030▼ $410,349
Total Assets$7,093,379$6,683,030▼ $410,349
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,093,379$6,683,030▼ $410,349
Total Liabilities and Net Assets / Fund Balance$7,093,379$6,683,030▼ $410,349

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,720,287--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee$3,040$3,040

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
$152,627
Investment Income
$272,627
Other Revenue
$0
Change in Net Assets
$-349,884

Audited Revenue Reconciliation

Revenue per Audited Statements
$425,254
Revenue Not Reported on Form 990
$-57,113
Total Revenue per Audited Statements
$368,141
Total Revenue per Form 990
$425,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,644
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$752,494--$752,494
Fees for Services Accounting-$7,822-$7,822
Other Expenses$753--$753
Total Functional Expenses$767,316$7,822$0$775,138

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$775,138
Total Expenses per Audited Statements$775,138
Total Expenses per Form 990$775,138
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
2017-11-09
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

“-3,352”

Raw XML Appendix337 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/ExplanationTxt5-3,352
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IRS990/TotalAssetsGrp/BOYAmt07093379
IRS990/TotalAssetsGrp/EOYAmt06683030
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07822
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0767316
IRS990/TotalFunctionalExpensesGrp/TotalAmt0775138
IRS990/TotalGrossUBIAmt0123216
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0767316
IRS990/TotalProgramServiceRevenueAmt0152627
IRS990/TotalReportableCompFromOrgAmt03040
IRS990/TotalRevenueGrp/ExclusionAmt0149411
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0152627
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0425254
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0123216
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07093379
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06683030
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IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077002
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA KNEIPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMITTEE MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132071111
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
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/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TENE THOMAS
ReturnHeader/ReturnTs02017-11-10T16:04:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,683,030
Liabilities
$0
Net assets
$6,683,030
Revenue
$425,254
Expenses
$775,138
Net income
-$349,884
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