Liabilities / Assets
23rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
27th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
62nd percentile
Higher net margin than 62% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
100th percentile
Faster asset growth than 100% of similar nonprofits.
Revenue Growth
44th percentile
Faster revenue growth than 44% of similar nonprofits.
Balance Sheet
Assets
Up$10,346,229
Up $9,661,411 (+1411%) from 2012
Net Assets
Up$10,346,229
Up $9,661,411 (+1411%) from 2012
Liabilities
Flat$0
Flat from 2012
Revenue And Expenses
Revenue
$117,507,914
No earlier filing loaded for comparison.
Expenses
Up$107,846,503
Up $464,967 (+0.4%) from 2012
Net Income
$9,661,411
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2012 to Sep 30, 2013
- Signed
- Jul 14, 2014
- Return Version
- 2012v2.3
- Gross Receipts
- $117,507,914
Mission and Program Overview
Mission
To provide benefits to eligible members
Filing and Contact Details
Filer
- EIN
- 52-2323390
Raw XML Appendix390 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/AccountsPayableAccruedExpenses/EOY | 0 | 0 |
| IRS990/AccountsReceivable/BOY | 0 | 201 |
| IRS990/AccountsReceivable/EOY | 0 | 201 |
| IRS990/ActivitiesConductedPartnership | 0 | false |
| IRS990/ActivityOrMissionDescription | 0 | PROVISION OF WELFARE BENEFITS |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | PO BOX 535007 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | PITTSBURGH |
| IRS990/AddressPrincipalOfficerUS/State | 0 | PA |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 152535007 |
| IRS990/Advertising/Total | 0 | 0 |
| IRS990/BenefitsPaidToMembersCY | 0 | 98393432 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 100052517 |
| IRS990/BenefitsToMembers/Total | 0 | 98393432 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | false |
| IRS990/BsnssRltnshpWithOrganization | 0 | false |
| IRS990/CapStckTrstPrinCurrentFunds/BOY | 0 | 684818 |
| IRS990/CapStckTrstPrinCurrentFunds/EOY | 0 | 10346229 |
| IRS990/CashNonInterestBearing/BOY | 0 | 0 |
| IRS990/CashNonInterestBearing/EOY | 0 | 0 |
| IRS990/ChangesToOrganizingDocs | 0 | false |
| IRS990/CollectionsOfArt | 0 | false |
| IRS990/CompCurrentOfficersDirectors/Total | 0 | 5330 |
| IRS990/CompDisqualPersons/Total | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | false |
| IRS990/CompensationProcessCEO | 0 | false |
| IRS990/CompensationProcessOther | 0 | false |
| IRS990/ComplianceWithBackupWitholding | 0 | true |
| IRS990/ConferencesMeetings/Total | 0 | 0 |
| IRS990/ConflictOfInterestPolicy | 0 | false |
| IRS990/ConservationEasements | 0 | false |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | false |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | 151 FARMINGTON AVE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 1 | 311 S WACKER DR |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 2 | 550 WEST ADAMS ST 7 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 3 | N53 W24700 CORPORATE CIRCLE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 4 | 2304 INTERSTATE 20 FRONTAGE RD |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 0 | HARTFORD |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 1 | CHICAGO |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 2 | CHICAGO |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 3 | SUSSEX |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 4 | ARLINGTON |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 0 | CT |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 1 | IL |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 2 | IL |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 3 | WI |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 4 | TX |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 0 | 06156 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 1 | 60606 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 2 | 60661 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 3 | 53089 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 4 | 76017 |
| IRS990/ContractorCompensation/Compensation | 0 | 3406242 |
| IRS990/ContractorCompensation/Compensation | 1 | 1792595 |
| IRS990/ContractorCompensation/Compensation | 2 | 879170 |
| IRS990/ContractorCompensation/Compensation | 3 | 1313293 |
| IRS990/ContractorCompensation/Compensation | 4 | 670734 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | ADMINISTRATION |
| IRS990/ContractorCompensation/DescriptionOfServices | 1 | MISCELLANEOUS |
| IRS990/ContractorCompensation/DescriptionOfServices | 2 | ADMINISTRATION |
| IRS990/ContractorCompensation/DescriptionOfServices | 3 | MISCELLANEOUS |
| IRS990/ContractorCompensation/DescriptionOfServices | 4 | MISCELLANEOUS |
| IRS990/ContractorCompensation/NameOfContractor/NamePerson | 0 | AETNA |
| IRS990/ContractorCompensation/NameOfContractor/NamePerson | 1 | HEWITT ASSOCIATES |
| IRS990/ContractorCompensation/NameOfContractor/NamePerson | 2 | HUMANA |
| IRS990/ContractorCompensation/NameOfContractor/NamePerson | 3 | QUADMED |
| IRS990/ContractorCompensation/NameOfContractor/NamePerson | 4 | PARTNERCOMM INC |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/ContributionsGrantsPriorYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | false |
| IRS990/DecisionsSubjectToApproval | 0 | false |
| IRS990/DeductibleContributionsOfArt | 0 | false |
| IRS990/DeductibleNonCashContributions | 0 | false |
| IRS990/DeferredRevenue/BOY | 0 | 0 |
| IRS990/DeferredRevenue/EOY | 0 | 0 |
| IRS990/DelegationOfManagementDuties | 0 | false |
| IRS990/DepreciationDepletion/Total | 0 | 0 |
| IRS990/DescribedIn501C3 | 0 | false |
| IRS990/Description | 0 | TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS |
| IRS990/DisregardedEntity | 0 | false |
| IRS990/DocumentRetentionPolicy | 0 | false |
| IRS990/DonorAdvisedFunds | 0 | false |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | false |
| IRS990/EscrowAccountLiability/BOY | 0 | 0 |
| IRS990/EscrowAccountLiability/EOY | 0 | 0 |
| IRS990/Expense | 0 | 0 |
| IRS990/FamilyOrBusinessRelationship | 0 | false |
| IRS990/FederalGrantAuditRequired | 0 | false |
| IRS990/FeesForServicesAccounting/Total | 0 | 25000 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 0 |
| IRS990/FeesForServicesLegal/Total | 0 | 28681 |
| IRS990/FeesForServicesLobbying/Total | 0 | 0 |
| IRS990/FeesForServicesManagement/Total | 0 | 0 |
| IRS990/FeesForServicesOther/Total | 0 | 4036670 |
| IRS990/FeesForServicesProfFundraising/Total | 0 | 0 |
| IRS990/ForeignActivities | 0 | false |
| IRS990/ForeignFinancialAccount | 0 | false |
| IRS990/ForeignGrants/Total | 0 | 0 |
| IRS990/ForeignOffice | 0 | false |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 0.0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 0 | 0.0 |
| IRS990/Form990PartVIISectionA/InstitutionalTrustee | 0 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | THE BANK OF NEW YORK MELLON |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 5330 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | TRUSTEE (SEE SCHEDULE O) |
| IRS990/Form990ProvidedToGoverningBody | 0 | true |
| IRS990/FormersListed | 0 | false |
| IRS990/FSAudited | 0 | false |
| IRS990/FundraisingActivities | 0 | false |
| IRS990/Gaming | 0 | false |
| IRS990/Grants | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsPayable/BOY | 0 | 0 |
| IRS990/GrantsPayable/EOY | 0 | 0 |
| IRS990/GrantsToDomesticIndividuals/Total | 0 | 0 |
| IRS990/GrantsToDomesticOrgs/Total | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | false |
| IRS990/GrantsToOrganizations | 0 | false |
| IRS990/GrantToRelatedPerson | 0 | false |
| IRS990/GrossReceipts | 0 | 117507914 |
| IRS990/GroupReturnForAffiliates | 0 | false |
| IRS990/Hospital | 0 | false |
| IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | false |
| IRS990/IndoorTanningServices | 0 | false |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartVII | 0 | X |
| IRS990/InfoInScheduleOPartXII | 0 | X |
| IRS990/InformationTechnology/Total | 0 | 0 |
| IRS990/Insurance/Total | 0 | 0 |
| IRS990/IntangibleAssets/BOY | 0 | 0 |
| IRS990/IntangibleAssets/EOY | 0 | 0 |
| IRS990/Interest/Total | 0 | 0 |
| IRS990/InventoriesForSaleOrUse/BOY | 0 | 0 |
| IRS990/InventoriesForSaleOrUse/EOY | 0 | 0 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 2231 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 2231 |
| IRS990/InvestmentIncomePriorYear | 0 | 1604 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 2231 |
| IRS990/InvestmentInJointVenture | 0 | false |
| IRS990/InvestmentsOtherSecurities/BOY | 0 | 0 |
| IRS990/InvestmentsOtherSecurities/EOY | 0 | 0 |
| IRS990/InvestmentsProgramRelated/BOY | 0 | 0 |
| IRS990/InvestmentsProgramRelated/EOY | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 0 |
| IRS990/LandBuildingsEquipmentBasisNet/BOY | 0 | 0 |
| IRS990/LoansFromOfficersDirectors/BOY | 0 | 0 |
| IRS990/LoansFromOfficersDirectors/EOY | 0 | 0 |
| IRS990/LoanToOfficerOrDQP | 0 | false |
| IRS990/LocalChapters | 0 | false |
| IRS990/MaterialDiversionOrMisuse | 0 | false |
| IRS990/MembersOrStockholders | 0 | false |
| IRS990/MethodOfAccountingOther | 0 | X |
| IRS990/MinutesOfCommittees | 0 | false |
| IRS990/MinutesOfGoverningBody | 0 | false |
| IRS990/MissionDescription | 0 | TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/MortNotesPyblSecuredInvestProp/BOY | 0 | 0 |
| IRS990/MortNotesPyblSecuredInvestProp/EOY | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | THE BANK OF NEW YORK MELLON |
| IRS990/NbrIndependentVotingMembers | 0 | 0 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 1 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 1 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 684818 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 10346229 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeFromGaming/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeOrLoss/TotalRevenueColumn | 0 | 0 |
| IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn | 0 | 0 |
| IRS990/NonDeductibleContributions | 0 | false |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 3 |
| IRS990/NumberIndependentVotingMembers | 0 | 0 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 9 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/Occupancy/Total | 0 | 0 |
| IRS990/OfficeExpenses/Total | 0 | 0 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | false |
| IRS990/OfficerMailingAddress | 0 | false |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherAssetsTotal/BOY | 0 | 0 |
| IRS990/OtherAssetsTotal/EOY | 0 | 0 |
| IRS990/OtherEmployeeBenefits/Total | 0 | 0 |
| IRS990/OtherExpensePriorYear | 0 | 7317899 |
| IRS990/OtherExpensesCurrentYear | 0 | 9447741 |
| IRS990/OtherExpenses/Description | 0 | ADMINISTRATION FEES |
| IRS990/OtherExpenses/Total | 0 | 5357390 |
| IRS990/OtherLiabilities/BOY | 0 | 0 |
| IRS990/OtherLiabilities/EOY | 0 | 0 |
| IRS990/OtherNotesLoansReceivableNet/BOY | 0 | 0 |
| IRS990/OtherNotesLoansReceivableNet/EOY | 0 | 0 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/OtherRevenuePriorYear | 0 | 0 |
| IRS990/OtherSalariesAndWages/Total | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/BOY | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/EOY | 0 | 0 |
| IRS990/PartialLiquidation | 0 | false |
| IRS990/PaymentsToAffiliates/Total | 0 | 0 |
| IRS990/PayrollTaxes/Total | 0 | 0 |
| IRS990/PensionPlanContributions/Total | 0 | 0 |
| IRS990/PledgesAndGrantsReceivable/BOY | 0 | 0 |
| IRS990/PledgesAndGrantsReceivable/EOY | 0 | 0 |
| IRS990/PoliticalActivities | 0 | false |
| IRS990/PrepaidExpensesDeferredCharges/BOY | 0 | 0 |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 0 |
| IRS990/ProfessionalFundraising | 0 | false |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 525100 |
| IRS990/ProgramServiceRevenue/BusinessCode | 1 | 525100 |
| IRS990/ProgramServiceRevenueCY | 0 | 117505683 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 106493719 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 82291985 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 35213698 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 82291985 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 35213698 |
| IRS990/ProhibitedTaxShelterTrans | 0 | false |
| IRS990/ReceivablesFromDisqualPersons/BOY | 0 | 0 |
| IRS990/ReceivablesFromDisqualPersons/EOY | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtc/BOY | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtc/EOY | 0 | 0 |
| IRS990/ReconcilationRevenueExpenses | 0 | 9661411 |
| IRS990/RelatedEntity | 0 | true |
| IRS990/RelatedOrgControlledEntity | 0 | false |
| IRS990/RentalIncomeOrLoss/Personal | 0 | 0 |
| IRS990/RentalIncomeOrLoss/Real | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | false |
| IRS990/ReportInvestOthSecurities | 0 | false |
| IRS990/ReportLandBldgEquip | 0 | false |
| IRS990/ReportOtherAssets | 0 | false |
| IRS990/ReportOtherLiabilities | 0 | false |
| IRS990/ReportProgRelInvest | 0 | false |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 0 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 0 |
| IRS990/Revenue | 0 | 0 |
| IRS990/RevenuesLessExpensesCY | 0 | 9661411 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | -886213 |
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| IRS990/Royalties/Total | 0 | 0 |
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| IRS990/SalariesEtcPriorYear | 0 | 11120 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 684617 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 10346028 |
| IRS990/ScheduleBRequired | 0 | false |
| IRS990/ScheduleJRequired | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF THE TRUST. THE PLAN SPONSOR IS ROCKWELL AUTOMATION INC. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH THE TRUST DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | 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 THE ROCKWELL AUTOMATION VEBA. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE'S 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 ROCKWELL AUTOMATION, INC. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | MODIFIED CASH BASIS |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | FORM 990 PART VI SECTION A LINE 1A & B |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | FORM 990 PART VI SECTION B LINE 11B |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | FROM 990 PART VI SECTION B LINE 8, 12-15 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | FORM 990 PART VI SECTION C LINE 19 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 4 | FORM 990 PART VII SECTION A LINE 1A COLUMN (B) |
| IRS990ScheduleO/GeneralExplanation/Identifier | 5 | FORM 990 PART XII LINE 1 |
| IRS990/ScheduleORequired | 0 | true |
| IRS990ScheduleR/ExchangeOfAssets | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 0 | 121 S SECOND ST |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 0 | MILWAUKEE |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 0 | WI |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode | 0 | 53204 |
| IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityName/BusinessNameLine1 | 0 | NA |
| IRS990ScheduleR/Form990ScheduleRPartIV/EIN | 0 | 251797617 |
| IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState | 0 | DE |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 0 | ROCKWELL AUTOMATION INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity | 0 | INDUSTRIAL AUTO. |
| IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity | 0 | C CORP |
| IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg | 0 | false |
| IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrg | 0 | false |
| IRS990ScheduleR/OtherTransferFromOtherOrg | 0 | true |
| IRS990ScheduleR/OtherTransferToOtherOrg | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgs | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOtherOrgs | 0 | false |
| IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrg | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrg | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs | 0 | false |
| IRS990ScheduleR/SaleOfAssetsToOtherOrg | 0 | false |
| IRS990ScheduleR/SharingOfFacilities | 0 | false |
| IRS990ScheduleR/SharingOfPaidEmployees | 0 | false |
| IRS990/School | 0 | false |
| IRS990/SignificantChange | 0 | false |
| IRS990/SignificantNewProgramServices | 0 | false |
| IRS990/StateLegalDomicile | 0 | PA |
| IRS990/SubjectToProxyTax | 0 | false |
| IRS990/TaxablePartyNotification | 0 | false |
| IRS990/TaxExemptBondLiabilities/BOY | 0 | 0 |
| IRS990/TaxExemptBondLiabilities/EOY | 0 | 0 |
| IRS990/TaxExemptBonds | 0 | false |
| IRS990/Terminated | 0 | false |
| IRS990/TermOrPermanentEndowments | 0 | false |
| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | PO BOX 535007 |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | PITTSBURGH |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | PA |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 152535007 |
| IRS990/TheBooksAreInCareOf/NamePerson | 0 | THE BANK OF NEW YORK MELLON |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 4122367175 |
| IRS990/TotalAssets/BOY | 0 | 684818 |
| IRS990/TotalAssetsBOY | 0 | 684818 |
| IRS990/TotalAssets/EOY | 0 | 10346229 |
| IRS990/TotalAssetsEOY | 0 | 10346229 |
| IRS990/TotalCompGT150K | 0 | false |
| IRS990/TotalContributions | 0 | 0 |
| IRS990/TotalExpensesCurrentYear | 0 | 107846503 |
| IRS990/TotalExpensesPriorYear | 0 | 107381536 |
| IRS990/TotalFunctionalExpenses/Fundraising | 0 | 0 |
| IRS990/TotalFunctionalExpenses/ManagementAndGeneral | 0 | 0 |
| IRS990/TotalFunctionalExpenses/ProgramServices | 0 | 0 |
| IRS990/TotalFunctionalExpenses/Total | 0 | 107846503 |
| IRS990/TotalFundrsngExpCurrentYear | 0 | 0 |
| IRS990/TotalGrossUBI | 0 | 0 |
| IRS990/TotalLiabilities/BOY | 0 | 0 |
| IRS990/TotalLiabilitiesBOY | 0 | 0 |
| IRS990/TotalLiabilities/EOY | 0 | 0 |
| IRS990/TotalLiabilitiesEOY | 0 | 0 |
| IRS990/TotalLiabNetAssetsFundBalances/BOY | 0 | 684818 |
| IRS990/TotalLiabNetAssetsFundBalances/EOY | 0 | 10346229 |
| IRS990/TotalNbrEmployees | 0 | 0 |
| IRS990/TotalNbrVolunteers | 0 | 0 |
| IRS990/TotalNetAssetsFundBalances/BOY | 0 | 684818 |
| IRS990/TotalNetAssetsFundBalances/EOY | 0 | 10346229 |
| IRS990/TotalOfOtherProgramServiceExp | 0 | 0 |
| IRS990/TotalOfOtherProgramServiceGrnt | 0 | 0 |
| IRS990/TotalOfOtherProgramServiceRev | 0 | 0 |
| IRS990/TotalOtherCompensation | 0 | 0 |
| IRS990/TotalOtherRevenue | 0 | 0 |
| IRS990/TotalProfFundrsngExpCY | 0 | 0 |
| IRS990/TotalProfFundrsngExpPriorYear | 0 | 0 |
| IRS990/TotalProgramServiceExpense | 0 | 0 |
| IRS990/TotalProgramServiceRevenue | 0 | 117505683 |
| IRS990/TotalReportableCompFrmRltdOrgs | 0 | 0 |
| IRS990/TotalReportableCompFromOrg | 0 | 5330 |
| IRS990/TotalRevenueCurrentYear | 0 | 117507914 |
| IRS990/TotalRevenue/ExclusionAmount | 0 | 2231 |
| IRS990/TotalRevenuePriorYear | 0 | 106495323 |
| IRS990/TotalRevenue/RelatedOrExemptFunctionIncome | 0 | 117505683 |
| IRS990/TotalRevenue/TotalRevenueColumn | 0 | 117507914 |
| IRS990/TravelEntrtnmntPublicOfficials/Total | 0 | 0 |
| IRS990/Travel/Total | 0 | 0 |
| IRS990/TypeOfOrganizationTrust | 0 | X |
| IRS990/UnrelatedBusinessIncome | 0 | false |
| IRS990/UnsecuredNotesLoansPayable/BOY | 0 | 0 |
| IRS990/UnsecuredNotesLoansPayable/EOY | 0 | 0 |
| IRS990/UponRequest | 0 | X |
| IRS990/WebSite | 0 | N/A |
| IRS990/WhistleblowerPolicy | 0 | false |
| IRS990/YearFormation | 0 | 2001 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/Filer/EIN | 0 | 522323390 |
| ReturnHeader/Filer/InCareOfName | 0 | % THE BANK OF NEW YORK MELLON |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | ROCKWELL AUTOMATION VEBA TRUST |
| ReturnHeader/Filer/NameControl | 0 | ROCK |
| ReturnHeader/Filer/Phone | 0 | 4122367175 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | CO THE BNYM PO BOX 535007 |
| ReturnHeader/Filer/USAddress/AddressLine2 | 0 | Suite |
| ReturnHeader/Filer/USAddress/City | 0 | PITTSBURGH |
| ReturnHeader/Filer/USAddress/State | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 152535007 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | true |
| ReturnHeader/Officer/DateSigned | 0 | 2014-07-14 |
| ReturnHeader/Officer/Name | 0 | BRENT HEINTZELMAN |
| ReturnHeader/Officer/Phone | 0 | 4122367175 |
| ReturnHeader/Officer/Title | 0 | VP, THE BNYM, AS TRUSTEE |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | ERNST & YOUNG US LLP |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 2100 ONE PPG PLACE |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | PITTSBURGH |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | PA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 15222 |
| ReturnHeader/Preparer/Phone | 0 | 4126447800 |
| ReturnHeader/ReturnType | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2012-10-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2013-09-30 |
| ReturnHeader/TaxYear | 0 | 2012 |
| ReturnHeader/Timestamp | 0 | 2014-07-14T12:24:32-05:00 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $10,346,229
- Liabilities
- $0
- Net assets
- $10,346,229
- Revenue
- $117,507,914
- Expenses
- $107,846,503
- Net income
- $9,661,411