Civic Intelligence

Johnson Controls World Services Inc Retiree Benefits Trust

990 • Fiscal year 2012 • EIN 39-6630218

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 06, 2013

Organization ProfileN/A
5757 N Green Bay Avenue53209-4408
Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2012 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

25th percentile

-4.2%

Faster asset growth than 25% of similar nonprofits.

2012 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$15,163,404

Down $667,113 (-4.2%) from 2011

Net Assets

Down

$15,111,624

Down $651,816 (-4.1%) from 2011

Liabilities

Down

$51,780

Down $15,297 (-23%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,403,595

Down $209,535 (-13%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $17,369,065Liabilities 2010: $93,310Net Assets 2010: $17,275,7552010Assets 2011: $15,830,517Liabilities 2011: $67,077Net Assets 2011: $15,763,4402011Assets 2012: $15,163,404Liabilities 2012: $51,780Net Assets 2012: $15,111,6242012Assets 2013: $14,131,791Liabilities 2013: $56,916Net Assets 2013: $14,074,8752013Assets 2014: $13,115,081Liabilities 2014: $120,307Net Assets 2014: $12,994,7742014Assets 2015: $12,055,754Liabilities 2015: $119,545Net Assets 2015: $11,936,2092015Assets 2016: $11,278,993Liabilities 2016: $74,099Net Assets 2016: $11,204,8942016Assets 2017: $10,718,871Liabilities 2017: $154,276Net Assets 2017: $10,564,5952017Assets 2018: $9,820,642Liabilities 2018: $59,535Net Assets 2018: $9,761,1072018Assets 2019: $9,566,797Liabilities 2019: $155,124Net Assets 2019: $9,411,6732019Assets 2020: $9,083,438Liabilities 2020: $19,693Net Assets 2020: $9,063,7452020Assets 2021: $8,643,420Liabilities 2021: $97,770Net Assets 2021: $8,545,6502021Assets 2022: $7,856,245Liabilities 2022: $59,750Net Assets 2022: $7,796,4952022Assets 2023: $7,766,785Liabilities 2023: $78,820Net Assets 2023: $7,687,9652023Assets 2024: $7,654,154Liabilities 2024: $103,264Net Assets 2024: $7,550,8902024

Highlighted filing

2012

Assets$15,163,404
Liabilities$51,780
Net Assets$15,111,624
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,509,4652010Expenses 2011: $1,613,1302011Expenses 2012: $1,403,5952012Revenue 2013: $280,699Expenses 2013: $1,317,448Net Income 2013: -$1,036,7492013Revenue 2014: $122,093Expenses 2014: $1,202,194Net Income 2014: -$1,080,1012014Revenue 2015: $78,932Expenses 2015: $1,137,497Net Income 2015: -$1,058,5652015Revenue 2016: $236,424Expenses 2016: $967,739Net Income 2016: -$731,3152016Revenue 2017: $200,268Expenses 2017: $809,112Net Income 2017: -$608,8442017Revenue 2018: $208,834Expenses 2018: $956,780Net Income 2018: -$747,9462018Revenue 2019: $247,333Expenses 2019: $743,841Net Income 2019: -$496,5082019Revenue 2020: $169,199Expenses 2020: $656,128Net Income 2020: -$486,9292020Revenue 2021: $123,118Expenses 2021: $527,766Net Income 2021: -$404,6482021Revenue 2022: $182,284Expenses 2022: $514,604Net Income 2022: -$332,3202022Revenue 2023: $271,170Expenses 2023: $511,398Net Income 2023: -$240,2282023Revenue 2024: $324,350Expenses 2024: $521,298Net Income 2024: -$196,9482024

Highlighted filing

2012

Revenue-
Expenses$1,403,595
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 6, 2013
Return Version
2012v2.1
Gross Receipts
$751,779
Mission and Program Overview

Mission

To provide medical, dental, and life insurance benefits under designated benefits programs to eligible retired employees of Johnson Controls World Services, Inc.

Filing and Contact Details

Filer

EIN
39-6630218
Raw XML Appendix281 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/MoreThan5000KToIndividuals00
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IRS990ScheduleO/GeneralExplanation/Explanation0The Form 990 is reviewed by the Senior Corporate Accountant, who reports to the Trustees of the Trust. The Form is also reviewed by the Domestic Tax Director, who ensures all tax filings of the organization, before it is filed.
IRS990ScheduleO/GeneralExplanation/Explanation1The ethics policy of the sponsor requires individuals to make immediate disclosure to the Audit Committee on issues relating to conflicts of interest.
IRS990ScheduleO/GeneralExplanation/Explanation2The organization's governing documents, conflicts of interest policy and financial statements are made available to the public upon request and on the sponsor's website www.johnsoncontrols.com.
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ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Coleman & Williams Ltd
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053209
ReturnHeader/Preparer/Name0William B Coleman
ReturnHeader/Preparer/Phone04142780170
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-06T12:21:02-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,163,404
Liabilities
$51,780
Net assets
$15,111,624
Revenue
-
Expenses
$1,403,595
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.65$0.10$7.55$0.32$0.52$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.77$0.08$7.69$0.27$0.51$0.24
2022Detailed filing. Detailed filing data is available for this year.$7.86$0.06$7.80$0.18$0.51$0.33
2021Detailed filing. Detailed filing data is available for this year.$8.64$0.10$8.55$0.12$0.53$0.40
2020Detailed filing. Detailed filing data is available for this year.$9.08$0.02$9.06$0.17$0.66$0.49
2019Detailed filing. Detailed filing data is available for this year.$9.57$0.16$9.41$0.25$0.74$0.50
2018Detailed filing. Detailed filing data is available for this year.$9.82$0.06$9.76$0.21$0.96$0.75
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.15$10.6$0.20$0.81$0.61
2016Detailed filing. Detailed filing data is available for this year.$11.3$0.07$11.2$0.24$0.97$0.73
2015Detailed filing. Detailed filing data is available for this year.$12.1$0.12$11.9$0.08$1.14$1.06
2014Detailed filing. Detailed filing data is available for this year.$13.1$0.12$13.0$0.12$1.20$1.08
2013Detailed filing. Detailed filing data is available for this year.$14.1$0.06$14.1$0.28$1.32$1.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$0.05$15.1$1.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$0.07$15.8$1.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$0.09$17.3$1.51