Civic Intelligence

Johnson Controls Non-Union Retiree Medical Trust

EIN 45-6420090 • 501(c)9 • Milwaukee, WI

Profile

To provide medical benefits under designated benefits programs to eligible non union retired employees of Johnson Controls, Inc. and certain affiliated companies.

5757 N Green Bay AveMilwaukee, WI 53209-4408

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

2nd percentile

-795%

Higher net margin than 2% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-13%

Faster revenue growth than 14% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $64,721,866 (-100%) from 2013

Liabilities

Down

$0

Down $868,642 (-100%) from 2013

Net Assets

Down

$0

Down $63,853,224 (-100%) from 2013

Operations
Liabilities / Revenue38th percentileNet Margin2nd percentile

Revenue

Down

$8,031,698

Down $1,242,407 (-13%) from 2013

Expenses

Up

$71,884,922

Up $60,392,683 (+526%) from 2013

Net Income

Down

-$63,853,224

Down $61,635,090 (-2779%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2012: $66,798,395Liabilities 2012: $727,037Net Assets 2012: $66,071,3582012Assets 2013: $64,721,866Liabilities 2013: $868,642Net Assets 2013: $63,853,2242013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50M-$100MRevenue 2012: $12,411,059Expenses 2012: $11,156,274Net Income 2012: $1,254,7852012Revenue 2013: $9,274,105Expenses 2013: $11,492,239Net Income 2013: -$2,218,1342013Revenue 2014: $8,031,698Expenses 2014: $71,884,922Net Income 2014: -$63,853,2242014

Highlighted filing

2014

Revenue$8,031,698
Expenses$71,884,922
Net Income-$63,853,224
Open 2014 Filing

Filings

Most recent year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$8,031,698
Expenses
$71,884,922
Net income
-$63,853,224
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$8.03$71.9$63.9
2013Detailed filing. Detailed filing data is available for this year.$64.7$0.87$63.9$9.27$11.5$2.22
2012Summary only. Only limited summary data is available for this year.$66.8$0.73$66.1$12.4$11.2$1.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$8,031,698
Mission and Program Overview

Mission

To provide medical benefits under designated benefits programs to eligible non union retired employees of Johnson Controls, Inc. and certain affiliated companies.

To provide medical benefits under designated benefits programs to eligible non-union retired employees of Johnson Controls, Inc. and certain affiliated companies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$64,721,863$0▼ $64,721,863
Cap Stk Tr Prin Current Funds$63,853,224$0▼ $63,853,224
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$64,721,866$0▼ $64,721,866
Other Assets Total$3$0▼ $3
Liabilities
Other Liabilities$868,642$0▼ $868,642
Total Liabilities$868,642$0▼ $868,642
Net Assets / Fund Balance
Total Net Assets Fund Balance$63,853,224$0▼ $63,853,224
Total Liabilities and Net Assets / Fund Balance$64,721,866$0▼ $64,721,866
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,856,396
Investment Income
$6,065
Other Revenue
$2,169,237
Change in Net Assets
$-63,853,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,312,911
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---$9,572,011
Other Expenses---$922,743
Total Functional Expenses$0$0$0$71,884,922
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
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 disclosure 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 availabe to the public upon request and on the sponsor's website www.johnsoncontrols.com”

Filing and Contact Details

Filer

Filer Name
Johnson Controls Non-union Retiree Medical Trust
EIN
45-6420090
Phone
4145241200
Address
5757 N GREEN BAY AVE, MILWAUKEE, WI 53209-4408

Signing Officer

Name
Patty Bakke
Title
Domestc Tax Director
Phone
4145241200
Signed
2015-11-11
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
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24A

“"Transfers Out" - On September 15, 2014 the trust transfer its net assets to JCI Union Retiree Medical, EIN: 45-6420054, in the amount of $61,390,168.”

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.

Path#Value
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt01. Brian Stief - Trustee2. Jerome D. Okarma - Trustee3. Susan F. Davis - Trustee4. Frank Voltolina - Trustee5. U.S. Bank N.A. - Trustee The persons listed above were already trustees of JCI Union Retiree Medical Trust, EIN: 45-6420054
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IRS990/ScheduleORequiredInd01
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 disclosure 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 availabe to the public upon request and on the sponsor's website www.johnsoncontrols.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3"Transfers Out" - On September 15, 2014 the trust transfer its net assets to JCI Union Retiree Medical, EIN: 45-6420054, in the amount of $61,390,168.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24a
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Domestc Tax Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04145241200
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSON CONTROLS NON-UNION RETIREE MEDICAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0456420090
ReturnHeader/Filer/PhoneNum04145241200
ReturnHeader/Filer/USAddress/AddressLine1Txt05757 N GREEN BAY AVE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532094408
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/ReturnTs02015-11-11T15:53:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-09-15
ReturnHeader/TaxYr02014

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