Civic Intelligence

Johnson Controls World Services Inc Retiree Benefits Trust

990 • Fiscal year 2017 • EIN 39-6630218

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 20, 2018

Organization ProfileN/A
5757 North Green Bay AvenueGlendale, WI 53209

(414) 524-1200

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

0.77x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

1st percentile

-304%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

19th percentile

-5.0%

Faster asset growth than 19% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-15%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$10,718,871

Down $560,122 (-5.0%) from 2016

Net Assets

Down

$10,564,595

Down $640,299 (-5.7%) from 2016

Liabilities

Up

$154,276

Up $80,177 (+108%) from 2016

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin1st percentile

Revenue

Down

$200,268

Down $36,156 (-15%) from 2016

Expenses

Down

$809,112

Down $158,627 (-16%) from 2016

Net Income

Up

-$608,844

Up $122,471 (+17%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2017

Assets$10,718,871
Liabilities$154,276
Net Assets$10,564,595
Open 2017 Filing

Operations Trend

Revenue Growth10th 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

2017

Revenue$200,268
Expenses$809,112
Net Income-$608,844
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 20, 2018
Return Version
2017v2.3
Gross Receipts
$200,268
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, prescription drug & dental, vision, & life insurance benefits under designated benefits programs to eligible retired employees of johnson controls world services, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,198,384$10,618,267▼ $580,117
Cap Stk Tr Prin Current Funds$11,204,894$10,564,595▼ $640,299
Savings and Temporary Cash Investments$80,609$100,604▲ $19,995
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$11,278,993$10,718,871▼ $560,122
Liabilities
Other Liabilities$74,099$100,564▲ $26,465
Accounts Payable and Accrued Expenses$0$53,712▲ $53,712
Total Liabilities$74,099$154,276▲ $80,177
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,204,894$10,564,595▼ $640,299
Total Liabilities and Net Assets / Fund Balance$11,278,993$10,718,871▼ $560,122
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
-Trustee
Brian StiefTrustee
Frank a VoltolinaTrustee
JOHN D'ONOFRIOTrustee
Lynn MinellaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$200,268
Other Revenue
$0
Change in Net Assets
$-608,844

Audited Revenue Reconciliation

Revenue per Audited Statements
$200,268
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-31,455
Total Revenue per Audited Statements
$168,813
Total Revenue per Form 990
$200,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,117
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---$756,995
Other Expenses---$12,093
Total Functional Expenses$0$0$0$809,112

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$809,112
Total Expenses per Audited Statements$809,112
Total Expenses per Form 990$809,112
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Benefit Payments$100,564
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 A, Line 7A

“The trustee of the organization is designated by the johnson controls world services pension committee.”

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

“The form 990 is reviewed by the lead analyst, external reporting who reports to the trustees of the trust. The form 990 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. Employees must avoid any relationship or activity that could affect their independent judgement in the conduct of johnson controls' interests. In assessing whether a situation poses a conflict of interest, employees should examine whether their interest or activity could influence, or could give the appearance of influencing, their decisions on behalf of the company. All employees must provide written notice to the company of an actual or potential conflict of interest.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request and on the sponsors' website www.johnsoncontrols.com.”

Filing and Contact Details

Filer

Filer Name
Johnson Controls World Services Inc
EIN
39-6630218
Phone
4145241200
Address
5757 NORTH GREEN BAY AVENUE, GLENDALE, WI 53209

Signing Officer

Name
Patti Bakke
Title
Domestic Tax Director
Phone
4145241200
Signed
2018-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Bakke
Formed
1984
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Wipfli Llp
Address
PO BOX 8700, MADISON, WI 53708-8700
Preparer
Amanda Vannatta
Phone
6082741980
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or department of labor. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2017 and 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix319 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
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IRS990/GrantsToOrganizationsInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt035539
IRS990/InvestmentInJointVentureInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR DEPARTMENT OF LABOR. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2017 AND 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE OF THE ORGANIZATION IS DESIGNATED BY THE JOHNSON CONTROLS WORLD SERVICES PENSION COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE LEAD ANALYST, EXTERNAL REPORTING WHO REPORTS TO THE TRUSTEES OF THE TRUST. THE FORM 990 IS ALSO REVIEWED BY THE DOMESTIC TAX DIRECTOR, WHO ENSURES ALL TAX FILINGS OF THE ORGANIZATION, BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ETHICS POLICY OF THE SPONSOR REQUIRES INDIVIDUALS TO MAKE IMMEDIATE DISCLOSURE TO THE AUDIT COMMITTEE ON ISSUES RELATING TO CONFLICTS OF INTEREST. EMPLOYEES MUST AVOID ANY RELATIONSHIP OR ACTIVITY THAT COULD AFFECT THEIR INDEPENDENT JUDGEMENT IN THE CONDUCT OF JOHNSON CONTROLS' INTERESTS. IN ASSESSING WHETHER A SITUATION POSES A CONFLICT OF INTEREST, EMPLOYEES SHOULD EXAMINE WHETHER THEIR INTEREST OR ACTIVITY COULD INFLUENCE, OR COULD GIVE THE APPEARANCE OF INFLUENCING, THEIR DECISIONS ON BEHALF OF THE COMPANY. ALL EMPLOYEES MUST PROVIDE WRITTEN NOTICE TO THE COMPANY OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE SPONSORS' WEBSITE WWW.JOHNSONCONTROLS.COM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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ReasonableCauseExplanation/ExplanationTxt0THE ORGANIZATION RELIED UPON THE SYSTEMS ENLISTED FROM THEIR CERTIFIED PUBLIC ACCOUNTANT TO TRACK THE PREPARATION AND FILING OF THE EXTENSION TO FILE AS WELL AS THE 990. DURING 2017 THE ORGANIZATION WAS IN THE PROCESS OF SWITCHING ACCOUNTING FIRMS AND FILING OF THE EXTENSION TO FILE WAS MISSED. THE ORGANIZATION WORKED WITH THEIR NEW CERTIFIED PUBLIC ACCOUNTANT TO FILE THE 990 AS SOON AS POSSIBLE. THE ORGANIZATION HAS ALWAYS FILED THEIR FORM 990 TIMELY. THE ORGANIZATION RESPECTFULLY REQUESTS THAT THE INTERNAL REVENUE SERVICE ACCEPT THIS EXPLANATION AS REASONABLE CAUSE FOR LATE FILING.
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTI BAKKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DOMESTIC TAX DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04145241200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSON CONTROLS WORLD SERVICES INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE BENEFITS TRUST
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ReturnHeader/FilingSecurityInformation/IPDt02018-11-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:49:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerPersonGrp/PhoneNum06082741980
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA VANNATTA
ReturnHeader/ReturnTs02018-11-20T16:09:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,718,871
Liabilities
$154,276
Net assets
$10,564,595
Revenue
$200,268
Expenses
$809,112
Net income
-$608,844
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