Civic Intelligence

Upper Peninsula Power Company Union

EIN 47-1412336 • 501(c)9 • Marquette, MI

Profile

The trust was established to provide medical, dental, and life insurance benefits to certain retirees of upper peninsula power company.

1002 Harbor Hills DriveMarquette, MI 49855

n/A

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

36th percentile

3.4%

Faster asset growth than 36% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

47%

Faster revenue growth than 91% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$26,868,020

Up $872,786 (+3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$26,868,020

Up $872,786 (+3.4%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin74th percentile

Revenue

Up

$1,036,710

Up $329,285 (+47%) from 2023

Expenses

Up

$845,699

Up $80,752 (+11%) from 2023

Net Income

Up

$191,011

Up $248,533 (+432%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$40M$30M$20M$10M$0Assets 2015: $22,755,924Liabilities 2015: $0Net Assets 2015: $22,755,9242015Assets 2017: $24,142,627Liabilities 2017: $0Net Assets 2017: $24,142,6272017Assets 2018: $22,383,522Liabilities 2018: $0Net Assets 2018: $22,383,5222018Assets 2019: $25,370,288Liabilities 2019: $0Net Assets 2019: $25,370,2882019Assets 2020: $28,091,351Liabilities 2020: $0Net Assets 2020: $28,091,3512020Assets 2021: $30,043,948Liabilities 2021: $0Net Assets 2021: $30,043,9482021Assets 2022: $23,997,690Liabilities 2022: $0Net Assets 2022: $23,997,6902022Assets 2023: $25,995,234Liabilities 2023: $0Net Assets 2023: $25,995,2342023Assets 2024: $26,868,020Liabilities 2024: $0Net Assets 2024: $26,868,0202024

Highlighted filing

2024

Assets$26,868,020
Liabilities$0
Net Assets$26,868,020
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2015: $748,047Expenses 2015: $2,057,122Net Income 2015: -$1,309,0752015Revenue 2017: $800,805Expenses 2017: $1,496,762Net Income 2017: -$695,9572017Revenue 2018: $986,682Expenses 2018: $1,344,663Net Income 2018: -$357,9812018Revenue 2019: $1,294,861Expenses 2019: $1,307,879Net Income 2019: -$13,0182019Revenue 2020: $1,746,035Expenses 2020: $1,164,443Net Income 2020: $581,5922020Revenue 2021: $1,405,120Expenses 2021: $897,912Net Income 2021: $507,2082021Revenue 2022: $1,025,350Expenses 2022: $909,264Net Income 2022: $116,0862022Revenue 2023: $707,425Expenses 2023: $764,947Net Income 2023: -$57,5222023Revenue 2024: $1,036,710Expenses 2024: $845,699Net Income 2024: $191,0112024

Highlighted filing

2024

Revenue$1,036,710
Expenses$845,699
Net Income$191,011
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$26,868,020
Liabilities
$0
Net assets
$26,868,020
Revenue
$1,036,710
Expenses
$845,699
Net income
$191,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$0.00$26.9$1.04$0.85$0.19
2023Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$0.71$0.76$0.06
2022Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.03$0.91$0.12
2021Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$1.41$0.90$0.51
2020Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$1.75$1.16$0.58
2019Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$1.29$1.31$0.01
2018Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$0.99$1.34$0.36
2017Summary only. Only limited summary data is available for this year.$24.1$0.00$24.1$0.80$1.50$0.70
2015Summary only. Only limited summary data is available for this year.$22.8$0.00$22.8$0.75$2.06$1.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2015
Return Version
2024v5.2
Gross Receipts
$1,099,828
Mission and Program Overview

Mission

The trust was established to provide medical, dental, and life insurance benefits to certain retirees of upper peninsula power company.

To provide medical, dental, and life ins benefits to certain retirees of upper peninsula power co.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$25,995,234$26,868,020▲ $872,786
Investments Other Securities$25,846,135$26,746,042▲ $899,907
Cash and Non-Interest-Bearing Accounts$148,338$121,408▼ $26,930
Accounts Receivable$761$570▼ $191
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$25,995,234$26,868,020▲ $872,786
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,995,234$26,868,020▲ $872,786
Total Liabilities and Net Assets / Fund Balance$25,995,234$26,868,020▲ $872,786

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,340,680--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$290,976
Investment Income
$745,734
Other Revenue
$0
Change in Net Assets
$191,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,225
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$754,474--$754,474
Fees for Service Investment Mgmnt Fees$67,163--$67,163
Fees for Services Other$24,062--$24,062
Total Functional Expenses$845,699$0$0$845,699
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 35% controlled entity
No
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 A, line 6

“The plan has members (i.e. Participants) who are enrolled in and receiving benefits from the plan.”

Form 990, Part VI, Section B, line 11B

“The form 990 is reviewed by each of the three (3) members of the committee (the governing body), appointed by the organization to serve as the administrator of the trust, under the trust agreement.”

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

“The organization monitors and enforces the conflict of interest policy in accordance with the company's business ethic policy standards.”

Form 990, Part VI, Section C, line 19

“Governing documents and financial statements are available for public inspection at the organization's place of business or may be provided via us mail, upon request.”

Filing and Contact Details

Filer

Filer Name
Upper Peninsula Power Company Union
EIN
47-1412336
Phone
9062321425
Address
1002 HARBOR HILLS DRIVE, MARQUETTE, MI 49855

Signing Officer

Name
Nicholas Kates
Title
CFO
Phone
9062321425
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicholas Kates
Formed
2014
Legal Domicile
Mi
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Willis Towers Watson US LLC
Address
7733 Forsyth Boulevard Suite 1350, St Louis, MO 63105
Preparer
Kyle Halberg JD
Phone
4177209863
Raw XML Appendix308 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/BooksInCareOfDetail/PhoneNum08168719400
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt025846135
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS MEMBERS (I.E. PARTICIPANTS) WHO ARE ENROLLED IN AND RECEIVING BENEFITS FROM THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY EACH OF THE THREE (3) MEMBERS OF THE COMMITTEE (THE GOVERNING BODY), APPOINTED BY THE ORGANIZATION TO SERVE AS THE ADMINISTRATOR OF THE TRUST, UNDER THE TRUST AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY IN ACCORDANCE WITH THE COMPANY'S BUSINESS ETHIC POLICY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S PLACE OF BUSINESS OR MAY BE PROVIDED VIA US MAIL, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
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IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025995234
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026868020
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01002 HARBOR HILLS DRIVE
IRS990/USAddress/CityNm0MARQUETTE
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049855
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NICHOLAS KATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09062321425
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER PENINSULA POWER COMPANY UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0471412336
ReturnHeader/Filer/PhoneNum09062321425
ReturnHeader/Filer/USAddress/AddressLine1Txt01002 HARBOR HILLS DRIVE
ReturnHeader/Filer/USAddress/CityNm0MARQUETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049855
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0530181291
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIS TOWERS WATSON US LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07733 Forsyth Boulevard Suite 1350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Louis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum04177209863
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kyle Halberg JD
ReturnHeader/ReturnTs02025-11-10T15:00:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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