Civic Intelligence

Johnson Controls World Services Inc Retiree Benefits Trust

990 • Fiscal year 2015 • EIN 39-6630218

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

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

(414) 524-1200

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

98th percentile

1.51x

Higher debt load relative to revenue than 98% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

1st percentile

-1341%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

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.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

22nd percentile

-8.1%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-35%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$12,055,754

Down $1,059,327 (-8.1%) from 2014

Net Assets

Down

$11,936,209

Down $1,058,565 (-8.1%) from 2014

Liabilities

Down

$119,545

Down $762 (-0.6%) from 2014

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin1st percentile

Revenue

Down

$78,932

Down $43,161 (-35%) from 2014

Expenses

Down

$1,137,497

Down $64,697 (-5.4%) from 2014

Net Income

Up

-$1,058,565

Up $21,536 (+2.0%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2015

Assets$12,055,754
Liabilities$119,545
Net Assets$11,936,209
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

2015

Revenue$78,932
Expenses$1,137,497
Net Income-$1,058,565
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$78,932
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
Investments Other Securities$12,884,547$11,963,338▼ $921,209
Cap Stk Tr Prin Current Funds$12,994,774$11,936,209▼ $1,058,565
Savings and Temporary Cash Investments$191,235$92,416▼ $98,819
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$13,115,081$12,055,754▼ $1,059,327
Other Assets Total$39,299$0▼ $39,299
Liabilities
Other Liabilities$120,307$119,545▼ $762
Total Liabilities$120,307$119,545▼ $762
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,994,774$11,936,209▼ $1,058,565
Total Liabilities and Net Assets / Fund Balance$13,115,081$12,055,754▼ $1,059,327

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$11,963,338--
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
-Trustee
Brian StiefTrustee
Frank A VoltolinaTrustee
Jerome D OkarmaTrustee
Susan DavisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$209,580
Other Revenue
$-130,648
Change in Net Assets
$-1,058,565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,367
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---$1,085,130
Other Expenses---$4,771
Total Functional Expenses$0$0$0$1,137,497
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$110,330
Accrued income taxes$5,334
Accrued administrative expenses$3,881
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

Filer Name
Johnson Controls World Services Inc
EIN
39-6630218
Phone
4145241200
Address
5757 N Green Bay Avenue, Milwaukee, WI 53209-4408

Signing Officer

Name
Patty Bakke
Title
Domestic Tax Director
Phone
4145241200
Signed
2016-11-14
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

Firm
Coleman & Williams Ltd
Address
7127 N Green Bay Ave, Milwaukee, WI 53209
Preparer
William B Coleman
Phone
4142780170
Raw XML Appendix284 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.
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Domestic Tax Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04145241200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Johnson Controls World Services Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Retiree Benefits Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0396630218
ReturnHeader/Filer/PhoneNum04145241200
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ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532094408
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391658905
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07127 N Green Bay Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053209
ReturnHeader/PreparerPersonGrp/PhoneNum04142780170
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William B Coleman
ReturnHeader/ReturnTs02016-11-14T10:29:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,055,754
Liabilities
$119,545
Net assets
$11,936,209
Revenue
$78,932
Expenses
$1,137,497
Net income
-$1,058,565
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