Civic Intelligence

Consumers Power Company Non Union Welfare Benefit Trust to Provide

990 • Fiscal year 2018 • EIN 38-3250135

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
PO Box 75000Detroit, MI 48275-3462

(313) 222-9053

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.00x

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

10.0%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$270,574,549

Down $35,443,895 (-12%) from 2017

Net Assets

Down

$270,574,549

Down $35,443,895 (-12%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin70th percentile

Revenue

Up

$20,627,409

Up $1,868,309 (+10.0%) from 2017

Expenses

Down

$17,582,366

Down $2,031,997 (-10%) from 2017

Net Income

Up

$3,045,043

Up $3,900,306 (+456%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$400M$300M$200M$100M$0Assets 2010: $194,904,449Liabilities 2010: $0Net Assets 2010: $194,904,4492010Assets 2011: $188,173,361Liabilities 2011: $0Net Assets 2011: $188,173,3612011Assets 2012: $228,772,301Liabilities 2012: $0Net Assets 2012: $228,772,3012012Assets 2013: $288,697,564Liabilities 2013: $0Net Assets 2013: $288,697,5642013Assets 2014: $290,697,384Liabilities 2014: $0Net Assets 2014: $290,697,3842014Assets 2015: $278,521,842Liabilities 2015: $0Net Assets 2015: $278,521,8422015Assets 2016: $280,678,682Liabilities 2016: $0Net Assets 2016: $280,678,6822016Assets 2017: $306,018,444Liabilities 2017: $0Net Assets 2017: $306,018,4442017Assets 2018: $270,574,549Liabilities 2018: $0Net Assets 2018: $270,574,5492018Assets 2019: $312,322,618Liabilities 2019: $0Net Assets 2019: $312,322,6182019Assets 2020: $338,586,765Liabilities 2020: $0Net Assets 2020: $338,586,7652020Assets 2021: $350,010,535Liabilities 2021: $0Net Assets 2021: $350,010,5352021Assets 2022: $270,034,205Liabilities 2022: $0Net Assets 2022: $270,034,2052022Assets 2023: $281,546,653Liabilities 2023: $0Net Assets 2023: $281,546,6532023

Highlighted filing

2018

Assets$270,574,549
Liabilities$0
Net Assets$270,574,549
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$100M$50M$0-$50MRevenue 2010: $19,938,022Expenses 2010: $26,545,079Net Income 2010: -$6,607,0572010Revenue 2011: $27,924,383Expenses 2011: $25,300,538Net Income 2011: $2,623,8452011Revenue 2012: $71,362,137Expenses 2012: $24,558,554Net Income 2012: $46,803,5832012Revenue 2013: $65,234,549Expenses 2013: $22,452,338Net Income 2013: $42,782,2112013Revenue 2014: $29,741,299Expenses 2014: $20,847,574Net Income 2014: $8,893,7252014Revenue 2015: $40,262,527Expenses 2015: $25,643,951Net Income 2015: $14,618,5762015Revenue 2016: $21,060,538Expenses 2016: $21,152,812Net Income 2016: -$92,2742016Revenue 2017: $18,759,100Expenses 2017: $19,614,363Net Income 2017: -$855,2632017Revenue 2018: $20,627,409Expenses 2018: $17,582,366Net Income 2018: $3,045,0432018Revenue 2019: $14,000,168Expenses 2019: $19,424,179Net Income 2019: -$5,424,0112019Revenue 2020: $12,267,124Expenses 2020: $9,792,409Net Income 2020: $2,474,7152020Revenue 2021: $37,980,340Expenses 2021: $32,037,642Net Income 2021: $5,942,6982021Revenue 2022: $13,367,722Expenses 2022: $20,388,939Net Income 2022: -$7,021,2172022Revenue 2023: $7,006,224Expenses 2023: $23,050,687Net Income 2023: -$16,044,4632023

Highlighted filing

2018

Revenue$20,627,409
Expenses$17,582,366
Net Income$3,045,043
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.0
Gross Receipts
$110,682,622
Mission and Program Overview

Mission

To provide for retiree health care and other benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$306,018,444$270,574,549▼ $35,443,895
Investments in Publicly Traded Securities$232,935,157$219,727,110▼ $13,208,047
Investments Other Securities$69,750,412$50,847,439▼ $18,902,973
Savings and Temporary Cash Investments$3,332,875--
Total Assets$306,018,444$270,574,549▼ $35,443,895
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$306,018,444$270,574,549▼ $35,443,895
Total Liabilities and Net Assets / Fund Balance$306,018,444$270,574,549▼ $35,443,895

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$24,937,075--
Compensation and Service Providers
Top Officer Pay28th percentile

Board Members and Trustees

NameTitle
Herb KopsDirector of Employee Benefits
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$20,627,409
Other Revenue
$0
Change in Net Assets
$3,045,043

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,627,409
Revenue Not Reported on Form 990
$-75,558,217
Total Revenue per Audited Statements
$-54,930,808
Total Revenue per Form 990
$20,627,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,916
Salaries, Compensation, and Employee Benefits$6,410
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$17,364,040--$17,364,040
Fees for Service Investment Mgmnt Fees-$116,591-$116,591
All Other Expenses-$95,325-$95,325
Current Officers, Directors, Trustees, and Key Employees-$6,410-$6,410
Total Functional Expenses$17,364,040$218,326$0$17,582,366

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$51,678,467
Expenses Not Reported on Form 990$34,096,101
Expenses per Audited Statements$17,582,366
Total Expenses per Form 990$17,582,366
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fin 48 (asc) Footnote-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy of the return is provided to the trustee for review prior to filing.”

Form 990, Page 6, Part VI, Line 19

“These documents are not made available to the public”

Filing and Contact Details

Filer

Filer Name
Consumers Energy Co Non-union Welfare
EIN
38-3250135
Phone
3132229053
Address
PO BOX 75000, DETROIT, MI 48275-3462

Signing Officer

Name
Sandra Miller
Title
Trust Tax Offic
Phone
3132229053
Signed
2019-11-15

Organization Details

Principal Officer
Ralph Johnston
Formed
1994
Legal Domicile
Mi
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Bradley N Sprong
Phone
8558073423
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Roc of blackrock strategic $1,949.75, timing difference between reported income and cash receipts ($939,000) and due to brokers ($1,491,951)”

Financial Statement Notes

EXPLANATION FOR SCHEDULE D, PART XI, LINE 2D

“Retiree contributions $9,351,666. Accrued income ($5,156,736). Union trust activity $48,170,800, unknown difference in the financial statements ($276,512)”

EXPLANATION FOR SCHEDULE D, PART XII, LINE 2D

“Retiree contributions $9,351,666. Union trust activity $22,021,886. Accrued expenses $(3,175,175) reclassified expenses $(452,543), misc adjustment $83”

Explanation for Schedule D, Part X

“The plan administrator has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or asset or disclosure in the financial statements.”

Raw XML Appendix272 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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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt099817799
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RALPH JOHNSTON
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RETIREE CONTRIBUTIONS $9,351,666. ACCRUED INCOME ($5,156,736). UNION TRUST ACTIVITY $48,170,800, UNKNOWN DIFFERENCE IN THE FINANCIAL STATEMENTS ($276,512)
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RETIREE CONTRIBUTIONS $9,351,666. UNION TRUST ACTIVITY $22,021,886. ACCRUED EXPENSES $(3,175,175) RECLASSIFIED EXPENSES $(452,543), MISC ADJUSTMENT $83
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR SCHEDULE D, PART XI, LINE 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR SCHEDULE D, PART XII, LINE 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR SCHEDULE D, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE RETURN IS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROC OF BLACKROCK STRATEGIC $1,949.75, TIMING DIFFERENCE BETWEEN REPORTED INCOME AND CASH RECEIPTS ($939,000) AND DUE TO BROKERS ($1,491,951)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.207.253.96
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02019-11-15T17:00:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$270,574,549
Liabilities
$0
Net assets
$270,574,549
Revenue
$20,627,409
Expenses
$17,582,366
Net income
$3,045,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$282$0.00$282$7.01$23.1$16.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$270$0.00$270$13.4$20.4$7.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$350$0.00$350$38.0$32.0$5.94
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$339$0.00$339$12.3$9.79$2.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$312$0.00$312$14.0$19.4$5.42
2018Detailed filing. Detailed filing data is available for this year.$271$0.00$271$20.6$17.6$3.05
2017Summary only. Only limited summary data is available for this year.$306$0.00$306$18.8$19.6$0.86
2016Summary only. Only limited summary data is available for this year.$281$0.00$281$21.1$21.2$0.09
2015Summary only. Only limited summary data is available for this year.$279$0.00$279$40.3$25.6$14.6
2014Summary only. Only limited summary data is available for this year.$291$0.00$291$29.7$20.8$8.89
2013Summary only. Only limited summary data is available for this year.$289$0.00$289$65.2$22.5$42.8
2012Summary only. Only limited summary data is available for this year.$229$0.00$229$71.4$24.6$46.8
2011Summary only. Only limited summary data is available for this year.$188$0.00$188$27.9$25.3$2.62
2010Summary only. Only limited summary data is available for this year.$195$0.00$195$19.9$26.5$6.61
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)9 • $250M-$1B nonprofits