Civic Intelligence

Johnson Controls Union Retiree Medical Trust

990 • Fiscal year 2013 • EIN 45-6420054

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

Organization ProfileN/A
5757 N Green Bay Avenue53209-4408

(414) 524-1200

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

62nd percentile

0.07x

Higher debt load relative to revenue than 62% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Net Margin

54th percentile

4.9%

Higher net margin than 54% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2013 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2013

Asset Growth

26th percentile

0.5%

Faster asset growth than 26% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

8th percentile

-31%

Faster revenue growth than 8% of similar nonprofits.

2013 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$145,421,319

Up $735,308 (+0.5%) from 2012

Net Assets

Up

$144,587,907

Up $546,204 (+0.4%) from 2012

Liabilities

Up

$833,412

Up $189,104 (+29%) from 2012

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin54th percentile

Revenue

Down

$11,141,800

Down $5,023,766 (-31%) from 2012

Expenses

Down

$10,595,596

Down $1,606,647 (-13%) from 2012

Net Income

Down

$546,204

Down $3,417,119 (-86%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$300M$200M$100M$0Assets 2012: $144,686,011Liabilities 2012: $644,308Net Assets 2012: $144,041,7032012Assets 2013: $145,421,319Liabilities 2013: $833,412Net Assets 2013: $144,587,9072013Assets 2014: $214,925,221Liabilities 2014: $1,555,651Net Assets 2014: $213,369,5702014Assets 2015: $190,682,820Liabilities 2015: $2,233,972Net Assets 2015: $188,448,8482015Assets 2016: $176,864,801Liabilities 2016: $1,538,551Net Assets 2016: $175,326,2502016Assets 2017: $184,653,681Liabilities 2017: $2,344,395Net Assets 2017: $182,309,2862017Assets 2018: $159,550,796Liabilities 2018: $1,223,817Net Assets 2018: $158,326,9792018Assets 2019: $167,230,260Liabilities 2019: $4,209,421Net Assets 2019: $163,020,8392019Assets 2020: $165,245,895Liabilities 2020: $2,348,871Net Assets 2020: $162,897,0242020Assets 2021: $174,046,177Liabilities 2021: $3,297,872Net Assets 2021: $170,748,3052021Assets 2022: $141,359,465Liabilities 2022: $4,526,742Net Assets 2022: $136,832,7232022Assets 2023: $149,786,768Liabilities 2023: $1,046,438Net Assets 2023: $148,740,3302023Assets 2024: $160,855,134Liabilities 2024: $1,239,387Net Assets 2024: $159,615,7472024

Highlighted filing

2013

Assets$145,421,319
Liabilities$833,412
Net Assets$144,587,907
Open 2013 Filing

Operations Trend

Revenue Growth8th percentile

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

$100M$50M$0-$50MRevenue 2012: $16,165,566Expenses 2012: $12,202,243Net Income 2012: $3,963,3232012Revenue 2013: $11,141,800Expenses 2013: $10,595,596Net Income 2013: $546,2042013Revenue 2014: $81,219,386Expenses 2014: $12,437,723Net Income 2014: $68,781,6632014Revenue 2015: -$1,479,899Expenses 2015: $23,440,840Net Income 2015: -$24,920,7392015Revenue 2016: $7,762,986Expenses 2016: $20,885,584Net Income 2016: -$13,122,5982016Revenue 2017: $4,884,282Expenses 2017: $19,689,850Net Income 2017: -$14,805,5682017Revenue 2018: $7,405,436Expenses 2018: $22,570,576Net Income 2018: -$15,165,1402018Revenue 2019: $5,548,142Expenses 2019: $21,008,059Net Income 2019: -$15,459,9172019Revenue 2020: $3,908,121Expenses 2020: $16,924,520Net Income 2020: -$13,016,3992020Revenue 2021: $3,298,684Expenses 2021: $12,808,861Net Income 2021: -$9,510,1772021Revenue 2022: $2,775,803Expenses 2022: $13,912,569Net Income 2022: -$11,136,7662022Revenue 2023: $2,559,418Expenses 2023: $12,579,200Net Income 2023: -$10,019,7822023Revenue 2024: $2,025,962Expenses 2024: $9,551,095Net Income 2024: -$7,525,1332024

Highlighted filing

2013

Revenue$11,141,800
Expenses$10,595,596
Net Income$546,204
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
$11,141,800
Mission and Program Overview

Mission

To provide medical benefits under designated benefits program to eligible union retirees of Johnson Controls International Plc. and certain affiliated companies.

To provide health benefits under designated benefits program to eligible union retirees of Johnson Controls, Inc. and certain affiliated companies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$144,312,404$145,211,364▲ $898,960
Cap Stk Tr Prin Current Funds$144,041,703$144,587,907▲ $546,204
Prepaid Expenses and Deferred Charges$373,598$209,955▼ $163,643
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$144,686,011$145,421,319▲ $735,308
Other Assets Total$9--
Liabilities
Other Liabilities$644,308$833,412▲ $189,104
Total Liabilities$644,308$833,412▲ $189,104
Net Assets / Fund Balance
Total Net Assets Fund Balance$144,041,703$144,587,907▲ $546,204
Total Liabilities and Net Assets / Fund Balance$144,686,011$145,421,319▲ $735,308

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$145,211,364--
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Brian StiefTrustee
Frank A VoltolinaTrustee
Jerome D OkarmaTrustee
Susan F DavisTrustee
US Bank NATrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$823,743
Investment Income
$7,223
Other Revenue
$10,310,834
Change in Net Assets
$546,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$764,432
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$9,831,164--$9,831,164
Other Expenses$764,432--$764,432
Total Functional Expenses$10,595,596$0$0$10,595,596
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$750,421
Accrued administrative expenses$82,991
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 disclosures 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
45-6420054
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
2011
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
William B Coleman
Phone
4142780170
Raw XML Appendix285 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 disclosures 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/BusinessOfficerGrp/PersonTitleTxt0Domestic Tax Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04145241200
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
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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
$145,421,319
Liabilities
$833,412
Net assets
$144,587,907
Revenue
$11,141,800
Expenses
$10,595,596
Net income
$546,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$161$1.24$160$2.03$9.55$7.53
2023Detailed filing. Detailed filing data is available for this year.$150$1.05$149$2.56$12.6$10.0
2022Detailed filing. Detailed filing data is available for this year.$141$4.53$137$2.78$13.9$11.1
2021Detailed filing. Detailed filing data is available for this year.$174$3.30$171$3.30$12.8$9.51
2020Detailed filing. Detailed filing data is available for this year.$165$2.35$163$3.91$16.9$13.0
2019Detailed filing. Detailed filing data is available for this year.$167$4.21$163$5.55$21.0$15.5
2018Detailed filing. Detailed filing data is available for this year.$160$1.22$158$7.41$22.6$15.2
2017Summary only. Only limited summary data is available for this year.$185$2.34$182$4.88$19.7$14.8
2016Detailed filing. Detailed filing data is available for this year.$177$1.54$175$7.76$20.9$13.1
2015Detailed filing. Detailed filing data is available for this year.$191$2.23$188$1.48$23.4$24.9
2014Detailed filing. Detailed filing data is available for this year.$215$1.56$213$81.2$12.4$68.8
2013Detailed filing. Detailed filing data is available for this year.$145$0.83$145$11.1$10.6$0.55
2012Summary only. Only limited summary data is available for this year.$145$0.64$144$16.2$12.2$3.96