Civic Intelligence

Talen Energy Bargaining Unit Retiree

990 • Fiscal year 2017 • EIN 47-7009840

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
C/O The Bnym PO Box 535007Pittsburgh, PA 15253-5007

(412) 236-7175

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.00x

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$2,194

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

41%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$47,149,363

Up $5,641,230 (+14%) from 2016

Net Assets

Up

$47,149,363

Up $5,641,230 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin95th percentile

Revenue

Up

$3,695,872

Up $1,083,123 (+41%) from 2016

Expenses

Up

$977,087

Up $733,691 (+301%) from 2016

Net Income

Up

$2,718,785

Up $349,432 (+15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$80M$60M$40M$20M$0Assets 2015: $5,342,260Liabilities 2015: $0Net Assets 2015: $5,342,2602015Assets 2016: $41,508,133Liabilities 2016: $0Net Assets 2016: $41,508,1332016Assets 2017: $47,149,363Liabilities 2017: $0Net Assets 2017: $47,149,3632017Assets 2018: $45,020,327Liabilities 2018: $0Net Assets 2018: $45,020,3272018Assets 2019: $54,718,326Liabilities 2019: $0Net Assets 2019: $54,718,3262019Assets 2020: $60,989,997Liabilities 2020: $0Net Assets 2020: $60,989,9972020Assets 2021: $62,549,800Liabilities 2021: $110,326Net Assets 2021: $62,439,4742021Assets 2022: $54,012,925Liabilities 2022: $343,249Net Assets 2022: $53,669,6762022Assets 2023: $58,822,376Liabilities 2023: $0Net Assets 2023: $58,822,3762023Assets 2024: $58,364,266Liabilities 2024: $0Net Assets 2024: $58,364,2662024

Highlighted filing

2017

Assets$47,149,363
Liabilities$0
Net Assets$47,149,363
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

$6.0M$4.0M$2.0M$0Revenue 2015: $5,521,306Expenses 2015: $5,697Net Income 2015: $5,515,6092015Revenue 2016: $2,612,749Expenses 2016: $243,396Net Income 2016: $2,369,3532016Revenue 2017: $3,695,872Expenses 2017: $977,087Net Income 2017: $2,718,7852017Revenue 2018: $2,700,745Expenses 2018: $656,382Net Income 2018: $2,044,3632018Revenue 2019: $5,298,136Expenses 2019: $108,467Net Income 2019: $5,189,6692019Revenue 2020: $4,036,857Expenses 2020: $130,254Net Income 2020: $3,906,6032020Revenue 2021: $3,888,999Expenses 2021: $179,023Net Income 2021: $3,709,9762021Revenue 2022: $1,838,851Expenses 2022: $180,033Net Income 2022: $1,658,8182022Revenue 2023: $5,331,064Expenses 2023: $178,364Net Income 2023: $5,152,7002023Revenue 2024: $3,491,317Expenses 2024: $3,177,162Net Income 2024: $314,1552024

Highlighted filing

2017

Revenue$3,695,872
Expenses$977,087
Net Income$2,718,785
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$8,497,284
Mission and Program Overview

Mission

A 501 (c) (9) trust established for the funding and payment of covered retiree medical costs to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$41,508,133$47,149,363▲ $5,641,230
Investments in Publicly Traded Securities$41,374,169$46,921,720▲ $5,547,551
Savings and Temporary Cash Investments$133,944$227,624▲ $93,680
Accounts Receivable$20$19▼ $1
Total Assets$41,508,133$47,149,363▲ $5,641,230
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$41,508,133$47,149,363▲ $5,641,230
Total Liabilities and Net Assets / Fund Balance$41,508,133$47,149,363▲ $5,641,230
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
-Trustee (see Schedule O)$2,194$2,194
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,695,872
Other Revenue
$0
Change in Net Assets
$2,718,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,794
Salaries, Compensation, and Employee Benefits$2,194
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$867,099--$867,099
Fees for Service Investment Mgmnt Fees$55,831--$55,831
Other Expenses$43,330--$43,330
Fees for Services Legal$8,633--$8,633
Current Officers, Directors, Trustees, and Key Employees$2,194--$2,194
Total Functional Expenses$977,087$0$0$977,087
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Lines 1A & 1B

“The bank of new york mellon serves as the sole directed trustee of this trust. The plan sponsor is talen energy supply llc. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such, the veba does not have a governing body that exercises discretion.”

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

“A complete electronic copy of the trust's form 990 was provided to the trustee for review prior to filing with the irs.”

Form 990, Part VI, Sections A & B, Lines 8, 12-15

“Not applicable to this organization, as it is a 501(c)(9) trust (voluntary employee beneficiary association). Additionally, it does not have any employees, therefore no processes related to employee compensation.”

Form 990, Part VII, Section A, Line 1A, Column (B)

“Average hours per week devoted to position: as trustee, the bank of new york mellon provides administrative services such as acting as investment manager for talen energy bargaining unit retiree health plan tr. These services require numerous individual bank employees/involvement in the activities of the organization and thus cannot be quantified on an hourly basis.”

Form 990, Part VII, Section A, Line 1A, Column (B) Continued

“Therefore, the trustee fees are not based upon an hourly basis but are calculated based upon factors such as the market value of the account and in accordance with the bank of new york mellon's agreement with talen energy supply llc.”

Form 990, Page 6, Part VI, Line 19

“As a 501(c)(9) organization the trust is not required to make the documents referenced in question 19 available to the general public.”

Filing and Contact Details

Filer

Filer Name
Talen Energy Bargaining Unit Retiree
EIN
47-7009840
Phone
4122367175
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Brent Heintzelman Vp
Title
Bnym,trustee
Phone
4122367175
Signed
2018-11-13

Organization Details

Formed
2015
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Stephanie F Lew
Phone
4126447800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“MODIFIED CASH BASIS”

Raw XML Appendix269 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/BenefitsToMembersGrp/ProgramServicesAmt0867099
IRS990/BenefitsToMembersGrp/TotalAmt0867099
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/BooksInCareOfDetail/PhoneNum04122367175
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 535007
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IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02194
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt02397589
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07199001
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
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IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01256003
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01298283
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt041374169
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04801412
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02922445
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherExpensesGrp/ProgramServicesAmt043330
IRS990/OtherExpensesGrp/TotalAmt043330
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0191468
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
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IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS TALEN ENERGY SUPPLY LLC. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COMPLETE ELECTRONIC COPY OF THE TRUST'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT APPLICABLE TO THIS ORGANIZATION, AS IT IS A 501(C)(9) TRUST (VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION). ADDITIONALLY, IT DOES NOT HAVE ANY EMPLOYEES, THEREFORE NO PROCESSES RELATED TO EMPLOYEE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR TALEN ENERGY BARGAINING UNIT RETIREE HEALTH PLAN TR. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES/INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH TALEN ENERGY SUPPLY LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINES 1A & 1B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTIONS A & B, LINES 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT HEINTZELMAN VP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BNYM,TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122367175
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TALEN ENERGY BARGAINING UNIT RETIREE
ReturnHeader/Filer/BusinessNameControlTxt0TALE
ReturnHeader/Filer/EIN0477009840
ReturnHeader/Filer/PhoneNum04122367175
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.60.220.90
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE F LEW
ReturnHeader/ReturnTs02018-11-13T15:00:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,149,363
Liabilities
$0
Net assets
$47,149,363
Revenue
$3,695,872
Expenses
$977,087
Net income
$2,718,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.4$0.00$58.4$3.49$3.18$0.31
2023Summary only. Only limited summary data is available for this year.$58.8$0.00$58.8$5.33$0.18$5.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.0$0.34$53.7$1.84$0.18$1.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.5$0.11$62.4$3.89$0.18$3.71
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.0$0.00$61.0$4.04$0.13$3.91
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.7$0.00$54.7$5.30$0.11$5.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.0$0.00$45.0$2.70$0.66$2.04
2017Detailed filing. Detailed filing data is available for this year.$47.1$0.00$47.1$3.70$0.98$2.72
2016Summary only. Only limited summary data is available for this year.$41.5$0.00$41.5$2.61$0.24$2.37
2015Summary only. Only limited summary data is available for this year.$5.34$0.00$5.34$5.52$0.01$5.52