Civic Intelligence

Allete Inc & Affiliated Companies Non-Union Life Insurance Trust

990 • Fiscal year 2016 • EIN 41-6426496

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization ProfileN/A

Refreshing map…

30 West Superior StreetDuluth, MN 55802-2191

(218) 722-2641

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.12x

Higher debt load relative to revenue than 73% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

6th percentile

-63%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$4,482

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

33rd percentile

-1.9%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

7.2%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$6,976,031

Down $134,592 (-1.9%) from 2015

Net Assets

Down

$6,921,723

Down $144,125 (-2.0%) from 2015

Liabilities

Up

$54,308

Up $9,533 (+21%) from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin6th percentile

Revenue

Up

$444,444

Up $29,847 (+7.2%) from 2015

Expenses

Down

$722,314

Down $131,512 (-15%) from 2015

Net Income

Up

-$277,870

Up $161,359 (+37%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$10M$5.0M$0Assets 2010: $6,617,090Liabilities 2010: $0Net Assets 2010: $6,617,0902010Assets 2011: $6,127,359Liabilities 2011: $0Net Assets 2011: $6,127,3592011Assets 2012: $6,611,195Liabilities 2012: $29,750Net Assets 2012: $6,581,4452012Assets 2013: $7,935,596Liabilities 2013: $31,257Net Assets 2013: $7,904,3392013Assets 2014: $8,046,714Liabilities 2014: $37,427Net Assets 2014: $8,009,2872014Assets 2015: $7,110,623Liabilities 2015: $44,775Net Assets 2015: $7,065,8482015Assets 2016: $6,976,031Liabilities 2016: $54,308Net Assets 2016: $6,921,7232016Assets 2017: $7,340,122Liabilities 2017: $51,863Net Assets 2017: $7,288,2592017Assets 2018: $6,261,613Liabilities 2018: $52,351Net Assets 2018: $6,209,2622018Assets 2019: $6,696,856Liabilities 2019: $51,591Net Assets 2019: $6,645,2652019Assets 2020: $6,767,972Liabilities 2020: $48,952Net Assets 2020: $6,719,0202020Assets 2021: $6,778,814Liabilities 2021: $47,438Net Assets 2021: $6,731,3762021Assets 2022: $5,188,875Liabilities 2022: $46,305Net Assets 2022: $5,142,5702022Assets 2023: $5,188,492Liabilities 2023: $45,147Net Assets 2023: $5,143,3452023Assets 2024: $5,164,876Liabilities 2024: $44,222Net Assets 2024: $5,120,6542024

Highlighted filing

2016

Assets$6,976,031
Liabilities$54,308
Net Assets$6,921,723
Open 2016 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $386,0662010Revenue 2011: $168,257Expenses 2011: $334,063Net Income 2011: -$165,8062011Expenses 2012: $376,1162012Revenue 2013: $745,958Expenses 2013: $403,283Net Income 2013: $342,6752013Revenue 2014: $698,580Expenses 2014: $488,037Net Income 2014: $210,5432014Revenue 2015: $414,597Expenses 2015: $853,826Net Income 2015: -$439,2292015Revenue 2016: $444,444Expenses 2016: $722,314Net Income 2016: -$277,8702016Revenue 2017: $333,449Expenses 2017: $676,483Net Income 2017: -$343,0342017Revenue 2018: $493,720Expenses 2018: $722,796Net Income 2018: -$229,0762018Revenue 2019: $451,557Expenses 2019: $764,623Net Income 2019: -$313,0662019Revenue 2020: $570,468Expenses 2020: $691,282Net Income 2020: -$120,8142020Revenue 2021: $255,200Expenses 2021: $714,186Net Income 2021: -$458,9862021Revenue 2022: $171,728Expenses 2022: $662,684Net Income 2022: -$490,9562022Revenue 2023: $221,009Expenses 2023: $707,618Net Income 2023: -$486,6092023Revenue 2024: $411,782Expenses 2024: $576,539Net Income 2024: -$164,7572024

Highlighted filing

2016

Revenue$444,444
Expenses$722,314
Net Income-$277,870
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$1,419,305
Mission and Program Overview

Mission

Provide life insurance benefits for non-union retirees.

Provide life insurance benefits for non-union retirees

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,019,612$6,882,962▼ $136,650
Savings and Temporary Cash Investments$69,652$79,092▲ $9,440
Cash and Non-Interest-Bearing Accounts$21,359$8,363▼ $12,996
Accounts Receivable-$5,614-
Total Assets$7,110,623$6,976,031▼ $134,592
Liabilities
Accounts Payable and Accrued Expenses$44,775$54,308▲ $9,533
Total Liabilities$44,775$54,308▲ $9,533
Net Assets / Fund Balance
Unrestricted Net Assets$7,065,848$6,921,723▼ $144,125
Total Net Assets Fund Balance$7,065,848$6,921,723▼ $144,125
Total Liabilities and Net Assets / Fund Balance$7,110,623$6,976,031▼ $134,592
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
-Institutional Trustee$4,482$4,482

Board Members and Trustees

NameTitle
Alan R HodnikChair
Al Rudeck JrDirector
Bethany OwenDirector
Bob AdamsDirector
Chris FleegeDirector
Deb AmbergDirector
Josh SkeltonDirector
Lori FriskDirector
Pat MullenDirector
Steve DevinckDirector
Nicole JohnsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$66,314
Investment Income
$378,130
Other Revenue
$0
Change in Net Assets
$-277,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$63,355
Salaries, Compensation, and Employee Benefits$4,482
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$654,477--$654,477
Fees for Services Other$63,355--$63,355
Current Officers, Directors, Trustees, and Key Employees$4,482--$4,482
Total Functional Expenses$722,314$0$0$722,314
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
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 11B

“The financial statement results are discussed at the board meetings. The financial statements are used to prepare the 990.”

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

“All of the members of the employee benefit plans committee are required by the organization to attend ethics training on an annual basis and to disclose any potential conflicts of interest to the employee benefit plans committee.”

Form 990, Part VI, Section C, Line 19

“The financial statements of the trust and it's conflict of interest policy are available by written request to the employee benefit plans committee.”

Filing and Contact Details

Filer

Filer Name
Allete & Affiliated Companies
EIN
41-6426496
Phone
2187222641
Address
30 WEST SUPERIOR STREET, DULUTH, MN 55802-2191

Signing Officer

Name
Laura Krollman
Title
Manager - Compensation & Benefits
Phone
2187222641
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Krollman
Formed
1997
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Patrick Hoffert
Phone
4142717800
Supplemental Narrative

Additional Explanations

Form 990, Section XII, Line 2C

“The process for oversight of the audit has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The plan administrator has analyzed tax positions taken and has concluded that as of december 31, 2016, there are no uncertain positions taken or expected to be taken that would require reconition of a liability (or asset) or disclosure in the financial statements.”

Raw XML Appendix379 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/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11INSTITUTIONAL TRUSTEE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECONITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL STATEMENT RESULTS ARE DISCUSSED AT THE BOARD MEETINGS. THE FINANCIAL STATEMENTS ARE USED TO PREPARE THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OF THE MEMBERS OF THE EMPLOYEE BENEFIT PLANS COMMITTEE ARE REQUIRED BY THE ORGANIZATION TO ATTEND ETHICS TRAINING ON AN ANNUAL BASIS AND TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE EMPLOYEE BENEFIT PLANS COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL STATEMENTS OF THE TRUST AND IT'S CONFLICT OF INTEREST POLICY ARE AVAILABLE BY WRITTEN REQUEST TO THE EMPLOYEE BENEFIT PLANS COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, SECTION XII, LINE 2C
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0416426497
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)9
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0722314
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IRS990/TotalProgramServiceRevenueAmt066314
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA KROLLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER - COMPENSATION & BENEFITS
ReturnHeader/BusinessOfficerGrp/PhoneNum02187222641
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NON-UNION LIFE INSURANCE TRUST
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ReturnHeader/FilingSecurityInformation/IPTm011:30:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390747409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REILLY PENNER & BENTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01233 NORTH MAYFAIR RD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532263255
ReturnHeader/PreparerPersonGrp/PhoneNum04142717800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK HOFFERT
ReturnHeader/ReturnTs02017-11-10T07:36:05-06:00
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
$6,976,031
Liabilities
$54,308
Net assets
$6,921,723
Revenue
$444,444
Expenses
$722,314
Net income
-$277,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.04$5.12$0.41$0.58$0.16
2023Summary only. Only limited summary data is available for this year.$5.19$0.05$5.14$0.22$0.71$0.49
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$0.05$5.14$0.17$0.66$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.05$6.73$0.26$0.71$0.46
2020Summary only. Only limited summary data is available for this year.$6.77$0.05$6.72$0.57$0.69$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$0.05$6.65$0.45$0.76$0.31
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.05$6.21$0.49$0.72$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.34$0.05$7.29$0.33$0.68$0.34
2016Detailed filing. Detailed filing data is available for this year.$6.98$0.05$6.92$0.44$0.72$0.28
2015Detailed filing. Detailed filing data is available for this year.$7.11$0.04$7.07$0.41$0.85$0.44
2014Detailed filing. Detailed filing data is available for this year.$8.05$0.04$8.01$0.70$0.49$0.21
2013Detailed filing. Detailed filing data is available for this year.$7.94$0.03$7.90$0.75$0.40$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$0.03$6.58$0.38
2011Summary only. Only limited summary data is available for this year.$6.13$0.00$6.13$0.17$0.33$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.62$0.00$6.62$0.39