Civic Intelligence

Consumers Power Company Union Welfare Tr to Provide for Retiree

990 • Fiscal year 2020 • EIN 38-3250137

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 27, 2021

Organization ProfileN/A
P O Box 804358Chicago, IL 60680

(800) 477-5050

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Net Margin

2nd percentile

-271%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

49th percentile

$37,438

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-49%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$842,941,390

Up $87,999,557 (+12%) from 2019

Net Assets

Up

$842,941,390

Up $87,999,557 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin2nd percentile

Revenue

Down

$34,981,122

Down $33,540,056 (-49%) from 2019

Expenses

Up

$129,753,858

Up $110,320,399 (+568%) from 2019

Net Income

Down

-$94,772,736

Down $143,860,455 (-293%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$1.0B$500M$0Assets 2010: $499,861,903Liabilities 2010: $0Net Assets 2010: $499,861,9032010Assets 2011: $522,960,100Liabilities 2011: $0Net Assets 2011: $522,960,1002011Assets 2012: $553,918,343Liabilities 2012: $0Net Assets 2012: $553,918,3432012Assets 2013: $619,103,871Liabilities 2013: $0Net Assets 2013: $619,103,8712013Assets 2014: $634,813,182Liabilities 2014: $0Net Assets 2014: $634,813,1822014Assets 2015: $601,762,292Liabilities 2015: $0Net Assets 2015: $601,762,2922015Assets 2016: $630,329,267Liabilities 2016: $0Net Assets 2016: $630,329,2672016Assets 2018: $719,199,235Liabilities 2018: $0Net Assets 2018: $719,199,2352018Assets 2019: $754,941,833Liabilities 2019: $0Net Assets 2019: $754,941,8332019Assets 2020: $842,941,390Liabilities 2020: $0Net Assets 2020: $842,941,3902020Assets 2021: $931,830,308Liabilities 2021: $0Net Assets 2021: $931,830,3082021Assets 2022: $762,171,727Liabilities 2022: $0Net Assets 2022: $762,171,7272022Assets 2023: $837,732,185Liabilities 2023: $21,953Net Assets 2023: $837,710,2322023Assets 2024: $868,399,970Liabilities 2024: $5,487Net Assets 2024: $868,394,4832024

Highlighted filing

2020

Assets$842,941,390
Liabilities$0
Net Assets$842,941,390
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$200M$100M$0-$100M-$200MRevenue 2010: $50,902,213Expenses 2010: $21,656,156Net Income 2010: $29,246,0572010Revenue 2011: $55,058,942Expenses 2011: $22,389,742Net Income 2011: $32,669,2002011Revenue 2012: $73,933,743Expenses 2012: $21,306,354Net Income 2012: $52,627,3892012Revenue 2013: $25,982,577Expenses 2013: $20,353,009Net Income 2013: $5,629,5682013Revenue 2014: $63,550,770Expenses 2014: $20,633,005Net Income 2014: $42,917,7652014Revenue 2015: $47,330,699Expenses 2015: $23,367,463Net Income 2015: $23,963,2362015Revenue 2016: $28,079,735Expenses 2016: $22,794,348Net Income 2016: $5,285,3872016Revenue 2018: $41,431,951Expenses 2018: $21,666,913Net Income 2018: $19,765,0382018Revenue 2019: $68,521,178Expenses 2019: $19,433,459Net Income 2019: $49,087,7192019Revenue 2020: $34,981,122Expenses 2020: $129,753,858Net Income 2020: -$94,772,7362020Revenue 2021: $101,248,447Expenses 2021: $20,537,014Net Income 2021: $80,711,4332021Revenue 2022: $61,218,331Expenses 2022: $18,907,577Net Income 2022: $42,310,7542022Revenue 2023: -$79,431,111Expenses 2023: $21,137,316Net Income 2023: -$100,568,4272023Revenue 2024: $14,862,318Expenses 2024: $23,420,962Net Income 2024: -$8,558,6442024

Highlighted filing

2020

Revenue$34,981,122
Expenses$129,753,858
Net Income-$94,772,736
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 27, 2021
Return Version
2020v4.1
Gross Receipts
$82,430,491
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$754,941,833$842,941,390▲ $87,999,557
Investments in Publicly Traded Securities$494,983,842$831,956,678▲ $336,972,836
Investments Other Securities$258,985,375$0▼ $258,985,375
Savings and Temporary Cash Investments$972,616$9,673,113▲ $8,700,497
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$754,941,833$842,941,390▲ $87,999,557
Other Assets Total$0$1,311,599▲ $1,311,599
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$754,941,833$842,941,390▲ $87,999,557
Total Liabilities and Net Assets / Fund Balance$754,941,833$842,941,390▲ $87,999,557
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$37,438$37,438

Board Members and Trustees

NameTitle
HERB KOPS RETIRED '20Director of Employee Benefits
Lora B ChristopherDirector of Employee Benefits
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$34,981,122
Other Revenue
$0
Change in Net Assets
$-94,772,736

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,981,122
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$182,772,293
Total Revenue per Audited Statements
$217,753,415
Total Revenue per Form 990
$34,981,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$115,524,163
Salaries, Compensation, and Employee Benefits$37,438
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$14,192,257
Fees for Service Investment Mgmnt Fees---$152,022
Current Officers, Directors, Trustees, and Key Employees---$37,438
Other Expenses---$33,895
Total Functional Expenses$0$0$0$129,753,858

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$129,753,858
Total Expenses per Audited Statements$129,753,858
Total Expenses per Form 990$129,753,858
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

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

Form 990, Part VI, Section C, Line 19

“These documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Consumers Energy Co Union Wbt
EIN
38-3250137
Phone
8004775050
Address
P O BOX 804358, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Trustee
Phone
8004775050
Signed
2021-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
The Northern Trust Co
Formed
1994
Legal Domicile
Mi
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
1100 WALNUT STREET SUITE 3300, KANSAS CITY, MO 64106
Preparer
Elizabeth Wiltfong
Phone
8164746180
Supplemental Narrative

Additional Explanations

FORM 990, PART IV, LINE 12A:

“The plan is audited and a report is filed which contains a review of the trust activity and its assets.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The plan administrator has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2020 and 2019, 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 Appendix346 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER BENEFITS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt014192257
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum03126306000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 804358
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060680
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0754941833
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0842941390
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt037438
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt014192257
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt034981122
IRS990/CYOtherExpensesAmt0115524163
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-94772736
IRS990/CYSalariesCompEmpBnftPaidAmt037438
IRS990/CYTotalExpensesAmt0129753858
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt034981122
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER BENEFITS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0129753858
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0152022
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0HERB KOPS RETIRED '20
IRS990/Form990PartVIISectionAGrp/PersonNm1LORA B CHRISTOPHER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt237438
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR OF EMPLOYEE BENEFITS
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF EMPLOYEE BENEFITS
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0535188
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt047984557
IRS990/GrossReceiptsAmt082430491
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt034445934
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034445934
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0258985375
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0494983842
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0831956678
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt047449369
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0754941833
IRS990/NetAssetsOrFundBalancesEOYAmt0842941390
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0535188
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0535188
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0182772293
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01311599
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ABC
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS ADJUSTMEN
IRS990/OtherExpensesGrp/TotalAmt0115338246
IRS990/OtherExpensesGrp/TotalAmt133895
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THE NORTHERN TRUST CO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018641548
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt068521178
IRS990/PYOtherExpensesAmt0631085
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt049087719
IRS990/PYSalariesCompEmpBnftPaidAmt0160826
IRS990/PYTotalExpensesAmt019433459
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt068521178
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-94772736
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt034981122
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0972616
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09673113
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0129753858
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0182772293
IRS990ScheduleD/RevenueNotReportedAmt0182772293
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt034981122
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020 AND 2019, 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0129753858
IRS990ScheduleD/TotalRevenuePerForm990Amt034981122
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0217753415
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0129753858
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS AUDITED AND A REPORT IS FILED WHICH CONTAINS A REVIEW OF THE TRUST ACTIVITY AND ITS ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN IS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINE 12A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0CONSUMER ENERGY CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0380442310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0NATURAL GAS AND ELECTRICITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CONSUMERS ENERGY CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01 ENERGY PLAZA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0JACKSON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd049201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CONSUMERS ENERGY CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1CONSUMERS ENERGY CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2CONSUMERS ENERGY CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSUMERS ENERGY CO NON-UNION WBT TO PROV RETIREE HEALTH CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONSUMERS ENERGY NON-UNION WBT TO PROV FOR RETIREE LIFE INS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CONSUMERS ENERGY CO UNION WBT TO PROV FOR RETIREE LIFE INS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0383250135
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1383250623
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2383269155
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE FOR RETIREE LIFE INSURANCE & OTHER BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE FOR RETIREE LIFE INSURANCE & OTHER BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0P O BOX 804358
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1P O BOX 804358
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2P O BOX 804358
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060680
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd160680
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd260680
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0754941833
IRS990/TotalAssetsEOYAmt0842941390
IRS990/TotalAssetsGrp/BOYAmt0754941833
IRS990/TotalAssetsGrp/EOYAmt0842941390
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0129753858
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0754941833
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IRS990/TotalProgramServiceExpensesAmt0129753858
IRS990/TotalReportableCompFromOrgAmt037438
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034981122
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034981122
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0842941390
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0CHICAGO
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IRS990/USAddress/ZIPCd060680
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08004775050
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSUMERS ENERGY CO UNION WBT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TO PROVIDE FOR RETIREE HEALTH CARE
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0383250137
ReturnHeader/Filer/PhoneNum08004775050
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 804358
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 WALNUT STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064106
ReturnHeader/PreparerPersonGrp/PhoneNum08164746180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH WILTFONG
ReturnHeader/ReturnTs02021-07-27T08:42:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NORTHERN TRUST COMPA
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
$842,941,390
Liabilities
$0
Net assets
$842,941,390
Revenue
$34,981,122
Expenses
$129,753,858
Net income
-$94,772,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$868$0.01$868$14.9$23.4$8.56
2023Detailed filing. Detailed filing data is available for this year.$838$0.02$838$79.4$21.1$101
2022Detailed filing. Detailed filing data is available for this year.$762$0.00$762$61.2$18.9$42.3
2021Detailed filing. Detailed filing data is available for this year.$932$0.00$932$101$20.5$80.7
2020Detailed filing. Detailed filing data is available for this year.$843$0.00$843$35.0$130$94.8
2019Detailed filing. Detailed filing data is available for this year.$755$0.00$755$68.5$19.4$49.1
2018Summary only. Only limited summary data is available for this year.$719$0.00$719$41.4$21.7$19.8
2016Detailed filing. Detailed filing data is available for this year.$630$0.00$630$28.1$22.8$5.29
2015Detailed filing. Detailed filing data is available for this year.$602$0.00$602$47.3$23.4$24.0
2014Summary only. Only limited summary data is available for this year.$635$0.00$635$63.6$20.6$42.9
2013Summary only. Only limited summary data is available for this year.$619$0.00$619$26.0$20.4$5.63
2012Summary only. Only limited summary data is available for this year.$554$0.00$554$73.9$21.3$52.6
2011Summary only. Only limited summary data is available for this year.$523$0.00$523$55.1$22.4$32.7
2010Summary only. Only limited summary data is available for this year.$500$0.00$500$50.9$21.7$29.2