Civic Intelligence

AT&T Union Welfare Benefit Trust

990 • Fiscal year 2019 • EIN 74-2697492

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

Organization ProfileN/A

View Organization Page

208 S Akard Street Room 1857Dallas, TX 75202

(214) 486-8753

Siviq Scores

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

Liabilities / Assets

14th percentile

0.03x

Higher debt load relative to assets than 14% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Liabilities / Revenue

40th percentile

0.60x

Higher debt load relative to revenue than 40% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Top Officer Pay

9th percentile

$396,199

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2019 filings • $1B+ nonprofits • Source year 2019

Asset Growth

1st percentile

-28%

Faster asset growth than 1% of similar nonprofits.

2019 filings • $1B+ nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-77%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $1B+ nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,545,940,123

Down $594,207,088 (-28%) from 2018

Net Assets

Down

$1,496,811,919

Down $562,371,747 (-27%) from 2018

Liabilities

Down

$49,128,204

Down $31,835,341 (-39%) from 2018

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin98th percentile

Revenue

Down

$81,325,378

Down $273,962,262 (-77%) from 2018

Expenses

Down

$3,587,535

Down $2,136,966 (-37%) from 2018

Net Income

Down

$77,737,843

Down $271,825,296 (-78%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$8.0B$6.0B$4.0B$2.0B$0Assets 2010: $7,722,348,608Liabilities 2010: $468,675,666Net Assets 2010: $7,253,672,9422010Assets 2011: $7,717,412,957Liabilities 2011: $277,727,453Net Assets 2011: $7,439,685,5042011Assets 2012: $7,010,453,058Liabilities 2012: $193,202,030Net Assets 2012: $6,817,251,0282012Assets 2013: $6,420,939,776Liabilities 2013: $173,941,673Net Assets 2013: $6,246,998,1032013Assets 2014: $5,463,479,761Liabilities 2014: $217,375,184Net Assets 2014: $5,246,104,5772014Assets 2015: $4,508,176,604Liabilities 2015: $140,846,825Net Assets 2015: $4,367,329,7792015Assets 2016: $3,737,155,820Liabilities 2016: $113,060,643Net Assets 2016: $3,624,095,1772016Assets 2017: $3,062,422,804Liabilities 2017: $116,678,731Net Assets 2017: $2,945,744,0732017Assets 2018: $2,140,147,211Liabilities 2018: $80,963,545Net Assets 2018: $2,059,183,6662018Assets 2019: $1,545,940,123Liabilities 2019: $49,128,204Net Assets 2019: $1,496,811,9192019Assets 2020: $924,445,545Liabilities 2020: $50,399,004Net Assets 2020: $874,046,5412020Assets 2021: $319,274,080Liabilities 2021: $67Net Assets 2021: $319,274,0132021Assets 2022: $18,835,421Liabilities 2022: $126Net Assets 2022: $18,835,2952022Assets 2023: $14,906,726Liabilities 2023: $78Net Assets 2023: $14,906,6482023Assets 2024: $16,141,383Liabilities 2024: $128Net Assets 2024: $16,141,2552024

Highlighted filing

2019

Assets$1,545,940,123
Liabilities$49,128,204
Net Assets$1,496,811,919
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$800M$600M$400M$200M$0-$200MRevenue 2010: $688,152,209Expenses 2010: $32,659,922Net Income 2010: $655,492,2872010Revenue 2011: $58,887,923Expenses 2011: $30,718,928Net Income 2011: $28,168,9952011Revenue 2012: $499,506,656Expenses 2012: $13,559,103Net Income 2012: $485,947,5532012Revenue 2013: $758,868,764Expenses 2013: $17,396,568Net Income 2013: $741,472,1962013Revenue 2014: $148,324,514Expenses 2014: $14,435,186Net Income 2014: $133,889,3282014Revenue 2015: $528,634,011Expenses 2015: $12,382,684Net Income 2015: $516,251,3272015Revenue 2016: $103,598,369Expenses 2016: $7,332,867Net Income 2016: $96,265,5022016Revenue 2017: $308,759,930Expenses 2017: $5,705,542Net Income 2017: $303,054,3882017Revenue 2018: $355,287,640Expenses 2018: $5,724,501Net Income 2018: $349,563,1392018Revenue 2019: $81,325,378Expenses 2019: $3,587,535Net Income 2019: $77,737,8432019Revenue 2020: $93,597,857Expenses 2020: $9,702,379Net Income 2020: $83,895,4782020Revenue 2021: $31,868,332Expenses 2021: $2,686,337Net Income 2021: $29,181,9952021Revenue 2022: -$4,875,322Expenses 2022: $1,021,260Net Income 2022: -$5,896,5822022Revenue 2023: $8,201,598Expenses 2023: $409,254Net Income 2023: $7,792,3442023Revenue 2024: -$15,777,649Expenses 2024: $190,091Net Income 2024: -$15,967,7402024

Highlighted filing

2019

Revenue$81,325,378
Expenses$3,587,535
Net Income$77,737,843
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$2,595,901,708
Mission and Program Overview

Mission

Payment of health and insurance benefit expenses for at&t's retirees and their dependents.

To fund benefit expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,059,183,666$1,496,811,919▼ $562,371,747
Investments in Publicly Traded Securities$2,054,549,219$1,453,645,309▼ $600,903,910
Investments Other Securities$63,120,022$50,592,805▼ $12,527,217
Accounts Receivable$18,380,237$31,846,230▲ $13,465,993
Savings and Temporary Cash Investments$4,671,334$5,823,189▲ $1,151,855
Cash and Non-Interest-Bearing Accounts$-573,601$4,032,590▲ $4,606,191
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,140,147,211$1,545,940,123▼ $594,207,088
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$80,963,545$49,128,204▼ $31,835,341
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$80,963,545$49,128,204▼ $31,835,341
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,059,183,666$1,496,811,919▼ $562,371,747
Total Liabilities and Net Assets / Fund Balance$2,140,147,211$1,545,940,123▼ $594,207,088
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bny MellonTrusteeFT$396,199$396,199

Highest Paid Contractors

ContractorServicesLocationCompensation
Western Asset ManagementInvest Mgmt Services385 EAST COLORADO BLVD, Pasadena, CA 91101$803,541
Jp Morgan Asset MgmtInvest Mgmt Services320 PARK AVENUE 15TH FLOOR NY1-U0, New York, NY 10022$559,974
Standish Mellon Asset ManagementInvest Mgmt ServicesPO BOX 371784, Pittsburgh, PA 15251-7784$420,613
Pgim Fixed IncomeInvest Mgmt ServicesPRUDENTIAL TOWER 655 BROAD STREET, Newark, NJ 07102$280,993
Bkd LLPAudit Services10001 REUNION PLAZA SUITE 400, San Antonio, TX 78216$159,208
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$80,521,029
Other Revenue
$804,349
Change in Net Assets
$77,737,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,191,336
Salaries, Compensation, and Employee Benefits$396,199
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees---$2,111,202
Current Officers, Directors, Trustees, and Key Employees---$396,199
Fees for Services Accounting---$159,208
Fees for Services Other---$52,304
All Other Expenses---$17,483
Other Expenses---$16,177
Total Functional Expenses$0$0$0$3,587,535
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
AT&T Union Welfare Benefit Trust
EIN
74-2697492
In Care Of
% AT&T INC
Phone
2144868753
Address
208 S AKARD STREET ROOM 1857, DALLAS, TX 75202

Signing Officer

Name
Paul W Stephens
Title
Sr. VP-tax
Phone
2673303000
Signed
2020-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul W Stephens
Formed
1993
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
PricewaterhouseCoopers LLP
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Erica R Mcreynolds
Phone
2673303000
Supplemental Narrative

Additional Explanations

Describe Process Used by Mgmt &/or Governing Body to Review 990

“Form 990, part vi, line 11b the form 990 is prepared by an outside firm based on the information provided by at&t inc. And is reviewed by the tax department of at&t inc. Before filing. Availability of governing documents, conflict of interest policy, & financial statemnets to general public form 990, part vi, section c, line 19 this is an irc section 501(c)(9) voluntary employees' beneficiary association which covers only eligible retirees of at&t inc. There is no solicitation of contributions or involvement of the general public. The organization's governing documents and financial statements are available to members of the veba upon written request to: veba at&t inc. 208 s. Akard street, room 1857 dallas, tx 75202 reconciliation of net assets form 990, part xi, line 9 transfer of benefit payments $(757,073,635) funds received from prior trustee $264,201 ---------------- $(756,809,434)”

Raw XML AppendixShowing 400 of 416 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/OtherExpensesGrp/TotalAmt1179145
IRS990/OtherExpensesGrp/TotalAmt297649
IRS990/OtherExpensesGrp/TotalAmt316177
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IRS990/OtherLiabilitiesGrp/EOYAmt00
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IRS990/OtherRevenueMiscGrp/BusinessCd2900001
IRS990/OtherRevenueMiscGrp/Desc0CLASS ACTION PROCEEDS
IRS990/OtherRevenueMiscGrp/Desc1OTHER INVESTMENT INCOME
IRS990/OtherRevenueMiscGrp/Desc2FLOAT INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0429890
IRS990/OtherRevenueMiscGrp/ExclusionAmt1351706
IRS990/OtherRevenueMiscGrp/ExclusionAmt222753
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0429890
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1351706
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt222753
IRS990/OtherRevenueTotalAmt0804349
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0PAUL W STEPHENS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0352770375
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04950893
IRS990/PYOtherRevenueAmt02517265
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0349563139
IRS990/PYSalariesCompEmpBnftPaidAmt0773608
IRS990/PYTotalExpensesAmt05724501
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0355287640
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt077737843
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04671334
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05823189
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE FIRM BASED ON THE INFORMATION PROVIDED BY AT&T INC. AND IS REVIEWED BY THE TAX DEPARTMENT OF AT&T INC. BEFORE FILING. AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMNETS TO GENERAL PUBLIC FORM 990, PART VI, SECTION C, LINE 19 THIS IS AN IRC SECTION 501(C)(9) VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION WHICH COVERS ONLY ELIGIBLE RETIREES OF AT&T INC. THERE IS NO SOLICITATION OF CONTRIBUTIONS OR INVOLVEMENT OF THE GENERAL PUBLIC. THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS OF THE VEBA UPON WRITTEN REQUEST TO: VEBA AT&T INC. 208 S. AKARD STREET, ROOM 1857 DALLAS, TX 75202 RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 9 TRANSFER OF BENEFIT PAYMENTS $(757,073,635) FUNDS RECEIVED FROM PRIOR TRUSTEE $264,201 ---------------- $(756,809,434)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0DESCRIBE PROCESS USED BY MGMT &/OR GOVERNING BODY TO REVIEW 990
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0431301883
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TELECOMMUNICATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AT&T INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0208 S AKARD STREET RM 1857
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0DALLAS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd075202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0757073635
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AT&T INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02140147211
IRS990/TotalAssetsEOYAmt01545940123
IRS990/TotalAssetsGrp/BOYAmt02140147211
IRS990/TotalAssetsGrp/EOYAmt01545940123
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03587535
IRS990/TotalGrossUBIAmt0-537664
IRS990/TotalLiabilitiesBOYAmt080963545
IRS990/TotalLiabilitiesEOYAmt049128204
IRS990/TotalLiabilitiesGrp/BOYAmt080963545
IRS990/TotalLiabilitiesGrp/EOYAmt049128204
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02059183666
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01496811919
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0396199
IRS990/TotalRevenueGrp/ExclusionAmt081863042
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt081325378
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-537664
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02140147211
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01545940123
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0DALLAS
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL W STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR. VP-TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum02673303000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AT&T Union Welfare Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0AT&T
ReturnHeader/Filer/EIN0742697492
ReturnHeader/Filer/InCareOfNm0% AT&T INC
ReturnHeader/Filer/PhoneNum02144868753
ReturnHeader/Filer/USAddress/AddressLine1Txt0208 S AKARD STREET ROOM 1857
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05D86657B04133EFD86B5B0998D71DEAD23A9772A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04288F0A1BA797454035C3A79258B0E8623348C6A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId023522320203145000015

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,545,940,123
Liabilities
$49,128,204
Net assets
$1,496,811,919
Revenue
$81,325,378
Expenses
$3,587,535
Net income
$77,737,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.00$16.1$15.8$0.19$16.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$8.20$0.41$7.79
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$0.00$18.8$4.88$1.02$5.90
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$319$0.00$319$31.9$2.69$29.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$924$50.4$874$93.6$9.70$83.9
2019Detailed filing. Detailed filing data is available for this year.$1,546$49.1$1,497$81.3$3.59$77.7
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,140$81.0$2,059$355$5.72$350
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,062$117$2,946$309$5.71$303
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,737$113$3,624$104$7.33$96.3
2015Summary only. Only limited summary data is available for this year.$4,508$141$4,367$529$12.4$516
2014Summary only. Only limited summary data is available for this year.$5,463$217$5,246$148$14.4$134
2013Summary only. Only limited summary data is available for this year.$6,421$174$6,247$759$17.4$741
2012Summary only. Only limited summary data is available for this year.$7,010$193$6,817$500$13.6$486
2011Summary only. Only limited summary data is available for this year.$7,717$278$7,440$58.9$30.7$28.2
2010Summary only. Only limited summary data is available for this year.$7,722$469$7,254$688$32.7$655
Peer Organizations

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