Civic Intelligence

Macy'S Inc Welfare Benefits Trust

990 • Fiscal year 2012 • EIN 51-0160964

Feb 01, 2011 to Jan 31, 2012 • Filed on Sep 14, 2012

Organization ProfileN/A
C/O Macys Corporate Srvcs Inc7 West Seventh Street45202
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2012 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

92nd percentile

30%

Faster asset growth than 92% of similar nonprofits.

2012 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$22,295,310

No earlier filing loaded for comparison.

Net Assets

$22,295,310

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$150,682,967

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$30M$20M$10M$0Assets 2012: $22,295,310Liabilities 2012: $0Net Assets 2012: $22,295,3102012Assets 2013: $23,661,740Liabilities 2013: $0Net Assets 2013: $23,661,7402013Assets 2014: $28,810,365Liabilities 2014: $0Net Assets 2014: $28,810,3652014Assets 2015: $19,760,710Liabilities 2015: $0Net Assets 2015: $19,760,7102015Assets 2016: $12,238,360Liabilities 2016: $0Net Assets 2016: $12,238,3602016Assets 2017: $23,438,853Liabilities 2017: $0Net Assets 2017: $23,438,8532017Assets 2018: $28,854,038Liabilities 2018: $0Net Assets 2018: $28,854,0382018Assets 2019: $19,604,264Liabilities 2019: $353,912Net Assets 2019: $19,250,3522019Assets 2020: $8,408,118Liabilities 2020: $0Net Assets 2020: $8,408,1182020Assets 2021: $7,295,266Liabilities 2021: $0Net Assets 2021: $7,295,2662021Assets 2022: $6,783,336Liabilities 2022: $0Net Assets 2022: $6,783,3362022Assets 2023: $13,480,833Liabilities 2023: $0Net Assets 2023: $13,480,8332023Assets 2024: $3,918,138Liabilities 2024: $0Net Assets 2024: $3,918,1382024Assets 2025: $3,764,217Liabilities 2025: $0Net Assets 2025: $3,764,2162025

Highlighted filing

2012

Assets$22,295,310
Liabilities$0
Net Assets$22,295,310
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200M$150M$100M$50M$0-$50MExpenses 2012: $150,682,9672012Expenses 2013: $153,639,0272013Revenue 2014: $149,649,576Expenses 2014: $154,480,389Net Income 2014: -$4,830,8132014Revenue 2015: $153,005,855Expenses 2015: $162,055,510Net Income 2015: -$9,049,6552015Revenue 2016: $115,946,563Expenses 2016: $123,468,913Net Income 2016: -$7,522,3502016Revenue 2017: $132,482,406Expenses 2017: $121,281,913Net Income 2017: $11,200,4932017Revenue 2018: $113,824,227Expenses 2018: $108,409,042Net Income 2018: $5,415,1852018Revenue 2019: $103,501,124Expenses 2019: $113,104,810Net Income 2019: -$9,603,6862019Revenue 2020: $77,319,451Expenses 2020: $88,161,685Net Income 2020: -$10,842,2342020Revenue 2021: $85,356,698Expenses 2021: $86,469,550Net Income 2021: -$1,112,8522021Revenue 2022: $75,741,479Expenses 2022: $76,253,409Net Income 2022: -$511,9302022Revenue 2023: $74,335,720Expenses 2023: $67,638,223Net Income 2023: $6,697,4972023Revenue 2024: $2,911,965Expenses 2024: $12,474,660Net Income 2024: -$9,562,6952024Revenue 2025: $156,385Expenses 2025: $310,306Net Income 2025: -$153,9212025

Highlighted filing

2012

Revenue-
Expenses$150,682,967
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2011 to Jan 31, 2012
Signed
Sep 14, 2012
Return Version
2011v1.2
Gross Receipts
$291,526,378
Mission and Program Overview

Mission

Payment of member medical benefits

Filing and Contact Details

Filer

EIN
51-0160964
Raw XML Appendix309 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/NetAssetsOrFundBalancesEOY022295310
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IRS990ScheduleO/GeneralExplanation/Explanation0THIS ORGANIZATION'S FORM 990 IS PREPARED AND THEN SEPARATELY REVIEWED BY EMPLOYEES OF THE CORPORATE TAX DEPARTMENT OF MACY'S, INC., THE SPONSORING ORGANIZATION OF THIS TRUST. IT IS THEN PROVIDED TO ONE OF THE TRUSTEES OF THIS TRUST (WHO IS ALSO A MANAGEMENT EMPLOYEE OF THE CORPORATE TAX DEPARTMENT AND AN OFFICER OF MACY'S, INC.) FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/GeneralExplanation/Explanation1MACY'S, INC., THE SPONSORING ORGANIZATION OF THIS TRUST, HAS A WRITTEN CONFLICT OF INTEREST POLICY INCLUDED IN ITS BUSINESS ETHICS STATEMENT, WHICH IS ALSO DESCRIBED IN THE COMPANY'S ASSOCIATE GUIDE AND ITS CODE OF GOOD BUSINESS CONDUCT. ALL SALARIED ASSOCIATES ARE EXPECTED TO REVIEW AND SIGN ANNUALLY THE BUSINESS ETHICS STATEMENT. THE COMPANY ALSO CONDUCTS REGULAR TRAINING COURSES TO FURTHER REINFORCE THE ASSOCIATE'S UNDERSTANDING OF THIS POLICY. FINALLY, THE COMPANY HAS ESTABLISHED AN OFFICE OF COMPLIANCE AND HAS MADE AVAILABLE A CONFIDENTIAL EMPLOYEE HOTLINE FOR THE USE OF ANY ASSOCIATE WHO HAS A QUESTION OR INFORMATION RELATED TO A LEGAL OR POLICY ISSUE, INCLUDING KNOWLEDGE OF POLICY INFRACTIONS THAT SHOULD BE REPORTED. THIS POLICY IS ALSO FOLLOWED BY THE TRUST.
IRS990ScheduleO/GeneralExplanation/Explanation2MACY'S, INC., THE SPONSORING ORGANIZATION OF THIS TRUST, HAS EFFECTIVELY ESTABLISHED A WHISTLEBLOWER POLICY THROUGH THE WRITTEN GUIDANCE MADE AVAILABLE TO EMPLOYEES IN ITS ASSOCIATE GUIDE, CODE OF GOOD BUSINESS CONDUCT, AND BUSINESS ETHICS STATEMENT. THESE DOCUMENTS INDICATE THAT EMPLOYEES ARE ENCOURAGED TO COME FORWARD WITH CREDIBLE INFORMATION ON ILLEGAL PRACTICES OR VIOLATIONS OF ADOPTED POLICIES OF THE ORGANIZATION, SPECIFY THAT THE ORGANIZATION WILL PROTECT THE INDIVIDUAL FROM RETALIATION, AND IDENTIFIES THE PARTIES TO WHOM SUCH INFORMATION CAN BE REPORTED. THE COMPANY HAS ESTABLISHED AN OFFICE OF COMPLIANCE AND HAS MADE AVAILABLE A CONFIDENTIAL EMPLOYEE HOTLINE FOR THE USE OF ANY ASSOCIATE WHO HAS A QUESTION OR INFORMATION RELATED TO A LEGAL OR POLICY ISSUE, INCLUDING KNOWLEDGE OF POLICY INFRACTIONS THAT SHOULD BE REPORTED. THIS POLICY IS ALSO FOLLOWED BY THE TRUST.
IRS990ScheduleO/GeneralExplanation/Explanation3MACY'S, INC., THE SPONSORING ORGANIZATION OF THIS TRUST, HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. THIS POLICY IS ALSO FOLLOWED BY THE TRUST.
IRS990ScheduleO/GeneralExplanation/Explanation4THIS ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5IN FYE 1/31/11, THE MACY'S WELFARE BENEFIT TRUST REPORTED AN ADJUSTMENT TO BEGIN INCLUDING AS TRUST ASSETS THE BALANCE OF CERTAIN CASH DISBURSEMENT ACCOUNTS RELATED TO THE ADMINISTRATION OF THE MACY'S WELFARE BENEFIT PLAN. ONE OF THESE CASH DISBURSEMENT ACCOUNTS CONTAINED EMPLOYER FUNDS RELATED TO CERTAIN BLOOMINGDALE'S DISABILITY BENEFITS THAT WERE FULLY PAID BY THE EMPLOYER. DURING THE TRUST'S FYE 1/31/12, THIS CASH DISBURSEMENT BANK ACCOUNT WAS CLOSED IN ORDER TO STREAMLINE THE ADMINISTRATION OF THE TRUST. UPON CLOSING THIS ACCOUNT, EXCESS EMPLOYER FUNDS OF $15,669 WAS RETURNED TO THE EMPLOYER.
IRS990ScheduleO/GeneralExplanation/Identifier0PART VI, SECTION B, LINE 11B
IRS990ScheduleO/GeneralExplanation/Identifier1PART VI, SECTION B, LINE 12
IRS990ScheduleO/GeneralExplanation/Identifier2PART VI, SECTION B, LINE 13
IRS990ScheduleO/GeneralExplanation/Identifier3PART VI, SECTION B, LINE 14
IRS990ScheduleO/GeneralExplanation/Identifier4PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/Identifier5PART XI, LINE 5
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0510160964
ReturnHeader/Filer/InCareOfName0% MACY'S CORPORATE SERVICESIN
ReturnHeader/Filer/Name/BusinessNameLine10MACY'S INC WELFARE BENEFITS TRUST
ReturnHeader/Filer/NameControl0MACY
ReturnHeader/Filer/Phone05135797000
ReturnHeader/Filer/USAddress/AddressLine10C/O MACYS CORPORATE SRVCS INC
ReturnHeader/Filer/USAddress/AddressLine207 WEST SEVENTH STREET
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045202
ReturnHeader/Officer/DateSigned02012-09-14
ReturnHeader/Officer/Name0STEPHEN J O'BRYAN
ReturnHeader/Officer/Phone05135797744
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-02-01
ReturnHeader/TaxPeriodEndDate02012-01-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-14T14:48:43-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$22,295,310
Liabilities
$0
Net assets
$22,295,310
Revenue
-
Expenses
$150,682,967
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.00$3.76$0.16$0.31$0.15
2024Summary only. Only limited summary data is available for this year.$3.92$0.00$3.92$2.91$12.5$9.56
2023Summary only. Only limited summary data is available for this year.$13.5$0.00$13.5$74.3$67.6$6.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.00$6.78$75.7$76.3$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$85.4$86.5$1.11
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.41$0.00$8.41$77.3$88.2$10.8
2019Summary only. Only limited summary data is available for this year.$19.6$0.35$19.3$104$113$9.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.9$0.00$28.9$114$108$5.42
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$0.00$23.4$132$121$11.2
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$116$123$7.52
2015Summary only. Only limited summary data is available for this year.$19.8$0.00$19.8$153$162$9.05
2014Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$150$154$4.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$0.00$23.7$154
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$0.00$22.3$151