Civic Intelligence

Transcanada USA Cpg Non-Union Post-65 Retiree Medical Benefits Veba Trust

990 • Fiscal year 2020 • EIN 37-1782834

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

5th percentile

-48%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

50th percentile

8.3%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

19%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$36,799,974

Up $2,818,664 (+8.3%) from 2019

Net Assets

Up

$36,767,073

Up $2,823,792 (+8.3%) from 2019

Liabilities

Down

$32,901

Down $5,128 (-13%) from 2019

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin5th percentile

Revenue

Up

$1,984,830

Up $318,082 (+19%) from 2019

Expenses

Up

$2,937,098

Up $702,141 (+31%) from 2019

Net Income

Down

-$952,268

Down $384,059 (-68%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$40M$30M$20M$10M$0Assets 2015: $37,115,949Liabilities 2015: $115,644Net Assets 2015: $37,000,3052015Assets 2016: $35,978,825Liabilities 2016: $29,680Net Assets 2016: $35,949,1452016Assets 2017: $35,528,236Liabilities 2017: $38,457Net Assets 2017: $35,489,7792017Assets 2018: $31,216,651Liabilities 2018: $40,092Net Assets 2018: $31,176,5592018Assets 2019: $33,981,310Liabilities 2019: $38,029Net Assets 2019: $33,943,2812019Assets 2020: $36,799,974Liabilities 2020: $32,901Net Assets 2020: $36,767,0732020Assets 2021: $34,270,113Liabilities 2021: $31,820Net Assets 2021: $34,238,2932021Assets 2022: $24,688,391Liabilities 2022: $0Net Assets 2022: $24,688,3912022Assets 2024: $23,998,194Liabilities 2024: $36,090Net Assets 2024: $23,962,1042024

Highlighted filing

2020

Assets$36,799,974
Liabilities$32,901
Net Assets$36,767,073
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $4,350,695Expenses 2015: $958,074Net Income 2015: $3,392,6212015Revenue 2016: $1,806,874Expenses 2016: $3,816,855Net Income 2016: -$2,009,9812016Revenue 2017: $12,107,655Expenses 2017: $5,327,568Net Income 2017: $6,780,0872017Revenue 2018: $1,173,720Expenses 2018: $2,293,803Net Income 2018: -$1,120,0832018Revenue 2019: $1,666,748Expenses 2019: $2,234,957Net Income 2019: -$568,2092019Revenue 2020: $1,984,830Expenses 2020: $2,937,098Net Income 2020: -$952,2682020Revenue 2021: $1,763,986Expenses 2021: $3,810,160Net Income 2021: -$2,046,1742021Revenue 2022: $1,021,528Expenses 2022: $3,263,086Net Income 2022: -$2,241,5582022Revenue 2024: $787,434Expenses 2024: $1,090,414Net Income 2024: -$302,9802024

Highlighted filing

2020

Revenue$1,984,830
Expenses$2,937,098
Net Income-$952,268
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$2,323,491
Mission and Program Overview

Mission

PROVIDE MEDICAL BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$33,943,281$36,767,073▲ $2,823,792
Investments in Publicly Traded Securities$32,934,390$36,014,208▲ $3,079,818
Savings and Temporary Cash Investments$1,007,398$752,829▼ $254,569
Accounts Receivable$39,522$32,937▼ $6,585
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$33,981,310$36,799,974▲ $2,818,664
Liabilities
Accounts Payable and Accrued Expenses$38,029$32,901▼ $5,128
Total Liabilities$38,029$32,901▼ $5,128
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,943,281$36,767,073▲ $2,823,792
Total Liabilities and Net Assets / Fund Balance$33,981,310$36,799,974▲ $2,818,664
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Burton ColeMember
Caroline LafondMember
Craig RutkunasMember
Gillian EirikssonMember
Jennifer PierceMember
Jon DobsonMember
Stephanie ParisMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,862,834
Other Revenue
$121,996
Change in Net Assets
$-952,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$514,506
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---$2,422,592
Other Expenses---$357,580
Fees for Services Accounting---$155,755
Fees for Service Investment Mgmnt Fees---$1,171
Total Functional Expenses$0$0$0$2,937,098
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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 B, Line 11B

“The completed form 990 is provided to certain agents of the plan administrator and the sponsor of the trust funds. They review the form and discuss any matters about which they are uncertain. Upon completion of the review, the form is approved and submitted to the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Each associate is required to read and acknowledge receipt of the company's code of conduct on an annual basis. In addition, an on-line learning management system ensures that course work is assigned throughout the year to reinforce the tenets of the company's code of conduct, including conflicts of interest. An ethics and compliance hotline is maintained to provide a 24 hour, independently operated service to report matters to the ethics and compliance department.”

Form 990, Part VI, Section C, Line 19

“A summary plan description, code of conduct and plan financial statements are available upon request at the office of the plan sponsor.”

Filing and Contact Details

Filer

Filer Name
Columbia Pipeline Group Non-union Post
EIN
37-1782834
Phone
5879333185
Address
700 LOUISIANA STREET SUITE 700, HOUSTON, TX 77002-2761

Signing Officer

Name
Craig Rutkunas
Title
Committee Member
Phone
5879333185
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig Rutkunas
Formed
2015
Legal Domicile
Oh
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
Jonathan List
Phone
7032868000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrelated business income 357,580.”

FORM 990, PART XII - FINANCIAL STATEMENTS:

“The activity of the trust is audited at the plan level and not at the trust level. The audit of the plan is prepared in accordance with generally accepted accounting principles and may include more than one trust which participates in the plan.”

Financial Statement Notes

PART X, LINE 2:

“Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan will timely file form 5500, annual return/report of employee benefit plan, which is subject to examination by the irs until the applicable statute of limitations expires. The statute of limitations for form 5500 is three years. The columbia pipeline group non-union post-65 retiree medical benefits veba trust files form 990-t, exempt organization business income tax return. The statute of limitations for forms 990 and 990-t is three years.”

Raw XML Appendix349 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN WILL TIMELY FILE FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN, WHICH IS SUBJECT TO EXAMINATION BY THE IRS UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES. THE STATUTE OF LIMITATIONS FOR FORM 5500 IS THREE YEARS. THE COLUMBIA PIPELINE GROUP NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST FILES FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN. THE STATUTE OF LIMITATIONS FOR FORMS 990 AND 990-T IS THREE YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM 990 IS PROVIDED TO CERTAIN AGENTS OF THE PLAN ADMINISTRATOR AND THE SPONSOR OF THE TRUST FUNDS. THEY REVIEW THE FORM AND DISCUSS ANY MATTERS ABOUT WHICH THEY ARE UNCERTAIN. UPON COMPLETION OF THE REVIEW, THE FORM IS APPROVED AND SUBMITTED TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH ASSOCIATE IS REQUIRED TO READ AND ACKNOWLEDGE RECEIPT OF THE COMPANY'S CODE OF CONDUCT ON AN ANNUAL BASIS. IN ADDITION, AN ON-LINE LEARNING MANAGEMENT SYSTEM ENSURES THAT COURSE WORK IS ASSIGNED THROUGHOUT THE YEAR TO REINFORCE THE TENETS OF THE COMPANY'S CODE OF CONDUCT, INCLUDING CONFLICTS OF INTEREST. AN ETHICS AND COMPLIANCE HOTLINE IS MAINTAINED TO PROVIDE A 24 HOUR, INDEPENDENTLY OPERATED SERVICE TO REPORT MATTERS TO THE ETHICS AND COMPLIANCE DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A SUMMARY PLAN DESCRIPTION, CODE OF CONDUCT AND PLAN FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE PLAN SPONSOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNRELATED BUSINESS INCOME 357,580.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ACTIVITY OF THE TRUST IS AUDITED AT THE PLAN LEVEL AND NOT AT THE TRUST LEVEL. THE AUDIT OF THE PLAN IS PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND MAY INCLUDE MORE THAN ONE TRUST WHICH PARTICIPATES IN THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII - FINANCIAL STATEMENTS:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0980460263
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ENERGY INFRASTRUCTURE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0TRANSCANADA USA SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0700 LOUISIANA STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0770022761
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt033981310
IRS990/TotalAssetsEOYAmt036799974
IRS990/TotalAssetsGrp/BOYAmt033981310
IRS990/TotalAssetsGrp/EOYAmt036799974
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02937098
IRS990/TotalGrossUBIAmt01065920
IRS990/TotalLiabilitiesBOYAmt038029
IRS990/TotalLiabilitiesEOYAmt032901
IRS990/TotalLiabilitiesGrp/BOYAmt038029
IRS990/TotalLiabilitiesGrp/EOYAmt032901
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033943281
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt036767073
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0918910
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01984830
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01065920
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033981310
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036799974
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG RUTKUNAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMITTEE MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum05879333185
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLUMBIA PIPELINE GROUP NON-UNION POST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt065 RETIREE MEDICAL BENEFITS VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COLU
ReturnHeader/Filer/EIN0371782834
ReturnHeader/Filer/PhoneNum05879333185
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 LOUISIANA STREET SUITE 700
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770022761
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08350 BROAD STREET SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCLEAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022102
ReturnHeader/PreparerPersonGrp/PhoneNum07032868000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN LIST
ReturnHeader/ReturnTs02021-11-10T17:27:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CRAIG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUTKUNAS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,799,974
Liabilities
$32,901
Net assets
$36,767,073
Revenue
$1,984,830
Expenses
$2,937,098
Net income
-$952,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$0.04$24.0$0.79$1.09$0.30
2022Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$1.02$3.26$2.24
2021Detailed filing. Detailed filing data is available for this year.$34.3$0.03$34.2$1.76$3.81$2.05
2020Detailed filing. Detailed filing data is available for this year.$36.8$0.03$36.8$1.98$2.94$0.95
2019Detailed filing. Detailed filing data is available for this year.$34.0$0.04$33.9$1.67$2.23$0.57
2018Detailed filing. Detailed filing data is available for this year.$31.2$0.04$31.2$1.17$2.29$1.12
2017Detailed filing. Detailed filing data is available for this year.$35.5$0.04$35.5$12.1$5.33$6.78
2016Detailed filing. Detailed filing data is available for this year.$36.0$0.03$35.9$1.81$3.82$2.01
2015Detailed filing. Detailed filing data is available for this year.$37.1$0.12$37.0$4.35$0.96$3.39