Civic Intelligence

Consumers Power Company Union Welfare Tr to Provide for Retiree

990 • Fiscal year 2016 • EIN 38-3250137

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

20th percentile

0.00x

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

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

21st percentile

0.00x

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

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

60th percentile

$109,879

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Asset Growth

51st percentile

4.7%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-41%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$630,329,267

Up $28,566,975 (+4.7%) from 2015

Net Assets

Up

$630,329,267

Up $28,566,975 (+4.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin79th percentile

Revenue

Down

$28,079,735

Down $19,250,964 (-41%) from 2015

Expenses

Down

$22,794,348

Down $573,115 (-2.5%) from 2015

Net Income

Down

$5,285,387

Down $18,677,849 (-78%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2016

Assets$630,329,267
Liabilities$0
Net Assets$630,329,267
Open 2016 Filing

Operations Trend

Revenue Growth5th 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

2016

Revenue$28,079,735
Expenses$22,794,348
Net Income$5,285,387
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$120,175,609
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$601,762,292$630,329,267▲ $28,566,975
Investments in Publicly Traded Securities$317,244,289$380,395,158▲ $63,150,869
Investments Other Securities$279,067,440$241,683,661▼ $37,383,779
Savings and Temporary Cash Investments$5,450,563$8,250,448▲ $2,799,885
Total Assets$601,762,292$630,329,267▲ $28,566,975
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$601,762,292$630,329,267▲ $28,566,975
Total Liabilities and Net Assets / Fund Balance$601,762,292$630,329,267▲ $28,566,975

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$75,497,672--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
-Institutional Trustee$109,879$109,879

Board Members and Trustees

NameTitle
Herb KopsDirector of Employee Benefits
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$28,079,735
Other Revenue
$0
Change in Net Assets
$5,285,387

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,079,735
Revenue Not Reported on Form 990
$57,990,300
Total Revenue per Audited Statements
$86,070,035
Total Revenue per Form 990
$28,079,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$574,050
Salaries, Compensation, and Employee Benefits$109,879
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$22,110,419--$22,110,419
Fees for Service Investment Mgmnt Fees-$428,080-$428,080
All Other Expenses-$145,970-$145,970
Current Officers, Directors, Trustees, and Key Employees-$109,879-$109,879
Total Functional Expenses$22,110,419$683,929$0$22,794,348

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$51,557,786
Expenses Not Reported on Form 990$28,763,438
Expenses per Audited Statements$22,794,348
Total Expenses per Form 990$22,794,348
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 740) 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 this 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 Union Welfare Benefit
EIN
38-3250137
Phone
3132229053
Address
PO BOX 75000, DETROIT, MI 48275-3462

Signing Officer

Name
Sandra Miller
Title
Vice President
Phone
3132229053
Signed
2017-11-14

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
Christopher L Gillam
Phone
8558073423
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Timing difference between reportable income and cash receipts”

Financial Statement Notes

EXPLANATION FOR SCHEDULE D, PART XI. LINE 2D

“Retiree contributions $ 7,175,125. Accrued income $11,524. Non- union trust activity $21,060,539.. Unrealized gain $29,743,113. Rounding $(-1.)”

EXPLANATION FOR SCHEDULE D, PART XII, LINE 2D

“Retiree contributions $7,175,125. Accrued expenses $779,838. Non union trust activity $21,152,812. Reclassified expenses $(344,337.)”

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, 2016 and 2015, 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 Appendix266 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/ExplanationTxt0RETIREE CONTRIBUTIONS $ 7,175,125. ACCRUED INCOME $11,524. NON- UNION TRUST ACTIVITY $21,060,539.. UNREALIZED GAIN $29,743,113. ROUNDING $(-1.)
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RETIREE CONTRIBUTIONS $7,175,125. ACCRUED EXPENSES $779,838. NON UNION TRUST ACTIVITY $21,152,812. RECLASSIFIED EXPENSES $(344,337.)
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2016 AND 2015, 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 THIS RETURN IS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TIMING DIFFERENCE BETWEEN REPORTABLE INCOME AND CASH RECEIPTS
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03132229053
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSUMERS ENERGY CO UNION WELFARE BENEFIT
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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/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER L GILLAM
ReturnHeader/ReturnTs02017-11-14T19:00:15-06:00
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
$630,329,267
Liabilities
$0
Net assets
$630,329,267
Revenue
$28,079,735
Expenses
$22,794,348
Net income
$5,285,387
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