Civic Intelligence

Johnson Controls Union Retiree Medical Trust

990 • Fiscal year 2015 • EIN 45-6420054

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

42nd percentile

0.01x

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

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

100th percentile

1684%

Higher net margin than 100% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Asset Growth

14th percentile

-11%

Faster asset growth than 14% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$190,682,820

Down $24,242,401 (-11%) from 2014

Net Assets

Down

$188,448,848

Down $24,920,722 (-12%) from 2014

Liabilities

Up

$2,233,972

Up $678,321 (+44%) from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,479,899

Down $82,699,285 (-102%) from 2014

Expenses

Up

$23,440,840

Up $11,003,117 (+88%) from 2014

Net Income

Down

-$24,920,739

Down $93,702,402 (-136%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2015

Assets$190,682,820
Liabilities$2,233,972
Net Assets$188,448,848
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2015

Revenue-$1,479,899
Expenses$23,440,840
Net Income-$24,920,739
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
$1,479,899
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$214,789,708$190,528,864▼ $24,260,844
Cap Stk Tr Prin Current Funds$213,369,587$188,448,848▼ $24,920,739
Prepaid Expenses and Deferred Charges$135,510$153,912▲ $18,402
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$214,925,225$190,682,820▼ $24,242,405
Other Assets Total$7$44▲ $37
Liabilities
Other Liabilities$1,555,638$2,233,972▲ $678,334
Total Liabilities$1,555,638$2,233,972▲ $678,334
Net Assets / Fund Balance
Total Net Assets Fund Balance$213,369,587$188,448,848▼ $24,920,739
Total Liabilities and Net Assets / Fund Balance$214,925,225$190,682,820▼ $24,242,405

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$190,528,864--
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,659,222
Investment Income
$17,113
Other Revenue
$-7,156,234
Change in Net Assets
$-24,920,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,650,821
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$21,790,019--$21,790,019
Other Expenses$1,650,821--$1,650,821
Total Functional Expenses$23,440,840$0$0$23,440,840
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$2,027,622
Accrued administrative expenses$206,350
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

Filer Name
Johnson Controls Union Retiree
EIN
45-6420054
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
2011
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 Appendix288 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.
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ReturnHeader/ReturnTs02016-11-14T10:36:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$190,682,820
Liabilities
$2,233,972
Net assets
$188,448,848
Revenue
-$1,479,899
Expenses
$23,440,840
Net income
-$24,920,739
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