Civic Intelligence

Johnson Controls World Services Inc Retiree Benefits Trust

990 • Fiscal year 2013 • EIN 39-6630218

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization ProfileN/A
5757 N Green Bay AvenueGlendale, WI 53209-4408

(414) 524-1200

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

78th percentile

0.20x

Higher debt load relative to revenue than 78% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

2nd percentile

-369%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

20th percentile

-6.8%

Faster asset growth than 20% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$14,131,791

Down $1,031,613 (-6.8%) from 2012

Net Assets

Down

$14,074,875

Down $1,036,749 (-6.9%) from 2012

Liabilities

Up

$56,916

Up $5,136 (+9.9%) from 2012

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin2nd percentile

Revenue

$280,699

No earlier filing loaded for comparison.

Expenses

Down

$1,317,448

Down $86,147 (-6.1%) from 2012

Net Income

-$1,036,749

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2013

Assets$14,131,791
Liabilities$56,916
Net Assets$14,074,875
Open 2013 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

2013

Revenue$280,699
Expenses$1,317,448
Net Income-$1,036,749
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.0
Gross Receipts
$280,699
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$15,111,624$14,074,875▼ $1,036,749
Investments Other Securities$15,081,791$14,062,476▼ $1,019,315
Savings and Temporary Cash Investments$71,597$66,158▼ $5,439
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$15,163,404$14,131,791▼ $1,031,613
Other Assets Total$10,016$3,157▼ $6,859
Liabilities
Other Liabilities$51,780$56,916▲ $5,136
Total Liabilities$51,780$56,916▲ $5,136
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,111,624$14,074,875▼ $1,036,749
Total Liabilities and Net Assets / Fund Balance$15,163,404$14,131,791▼ $1,031,613

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$14,062,476--
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Brian StiefTrustee
Frank A VoltolinaTrustee
Jerome D OkarmaTrustee
Susan DavisTrustee
U S BancorpTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$312,602
Other Revenue
$-31,903
Change in Net Assets
$-1,036,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,336
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---$1,209,112
Other Expenses---$20,159
Total Functional Expenses$0$0$0$1,317,448
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
Accrued benefit payments$52,619
Accrued administrative expenses$4,297
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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 11

“The 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.”

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

“The ethics policy of the sponsor requires individuals to make immediate disclosure to the Audit Committee on issues relating to conflicts of interest.”

Form 990, Part VI, Section C, line 19

“The 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.”

Filing and Contact Details

Filer

EIN
39-6630218
Phone
4145241200

Signing Officer

Name
Patty Bakke
Title
Domestic Tax Director
Phone
4145241200
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Bakke
Formed
1984
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
William B Coleman
Phone
4142780170
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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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/SupplementalInformationDetail/ExplanationTxt1The ethics policy of the sponsor requires individuals to make immediate disclosure to the Audit Committee on issues relating to conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 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/Filer/BusinessName/BusinessNameLine20Retiree Benefits Trust
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ReturnHeader/Filer/EIN0396630218
ReturnHeader/Filer/PhoneNum04145241200
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ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532094408
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391658905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Coleman & Williams Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107127 N Green Bay Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
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ReturnHeader/PreparerPersonGrp/PhoneNum04142780170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William B Coleman
ReturnHeader/ReturnTs02014-11-12T15:29:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,131,791
Liabilities
$56,916
Net assets
$14,074,875
Revenue
$280,699
Expenses
$1,317,448
Net income
-$1,036,749
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