Civic Intelligence

Johnson Controls Union Retiree Medical Trust

990 • Fiscal year 2016 • EIN 45-6420054

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.20x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Net Margin

4th percentile

-169%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

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.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Asset Growth

12th percentile

-7.2%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$176,864,801

Down $13,818,019 (-7.2%) from 2015

Net Assets

Down

$175,326,250

Down $13,122,598 (-7.0%) from 2015

Liabilities

Down

$1,538,551

Down $695,421 (-31%) from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin4th percentile

Revenue

Up

$7,762,986

Up $9,242,885 (+625%) from 2015

Expenses

Down

$20,885,584

Down $2,555,256 (-11%) from 2015

Net Income

Up

-$13,122,598

Up $11,798,141 (+47%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2016

Assets$176,864,801
Liabilities$1,538,551
Net Assets$175,326,250
Open 2016 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

2016

Revenue$7,762,986
Expenses$20,885,584
Net Income-$13,122,598
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$7,762,986
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 International Plc. and certain affiliated companies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$190,528,864$176,656,263▼ $13,872,601
Cap Stk Tr Prin Current Funds$188,448,848$175,326,250▼ $13,122,598
Prepaid Expenses and Deferred Charges$153,912$206,006▲ $52,094
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$190,682,820$176,864,801▼ $13,818,019
Other Assets Total$44$2,532▲ $2,488
Liabilities
Other Liabilities$2,233,972$1,538,551▼ $695,421
Total Liabilities$2,233,972$1,538,551▼ $695,421
Net Assets / Fund Balance
Total Net Assets Fund Balance$188,448,848$175,326,250▼ $13,122,598
Total Liabilities and Net Assets / Fund Balance$190,682,820$176,864,801▼ $13,818,019

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$176,656,263--
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
$4,823,396
Investment Income
$40,509
Other Revenue
$2,899,081
Change in Net Assets
$-13,122,598

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,762,986
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,762,986
Total Revenue per Form 990
$7,762,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,336,584
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$19,549,000--$19,549,000
Other Expenses$1,336,584--$1,336,584
Total Functional Expenses$20,885,584$0$0$20,885,584

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,885,584
Total Expenses per Audited Statements$20,885,584
Total Expenses per Form 990$20,885,584
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$1,315,488
Accrued administrative expenses$223,063
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 B, line 11B

“The Form 990 is reviewed by the Lead Analyst, External Reporting 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
2017-11-14
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 Appendix310 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 Lead Analyst, External Reporting 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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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Patty Bakke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Domestic Tax Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04145241200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSON CONTROLS UNION RETIREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEDICAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0456420054
ReturnHeader/Filer/PhoneNum04145241200
ReturnHeader/Filer/USAddress/AddressLine1Txt05757 N GREEN BAY AVENUE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532094408
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0476938A5490FCD4156A8F85ACD3E6B26CE5DACC6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0761416DBEE3C414CD7CB1565089A00CC0969FAD7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.103.195.162
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:01:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391658905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Coleman & Williams Ltd
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/PreparerPersonNm0William B Coleman
ReturnHeader/ReturnTs02017-11-10T15:05:17-06:00
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
$176,864,801
Liabilities
$1,538,551
Net assets
$175,326,250
Revenue
$7,762,986
Expenses
$20,885,584
Net income
-$13,122,598
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