Civic Intelligence

Post-Retirement Benefit Trust for Shared

990 • Fiscal year 2020 • EIN 83-6185617

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 17, 2021

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

18th percentile

0.00x

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.00x

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

53rd percentile

8.7%

Higher net margin than 53% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

96th percentile

50%

Faster asset growth than 96% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

54%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$5,715,258

Up $1,908,906 (+50%) from 2019

Net Assets

Up

$5,715,258

Up $1,908,906 (+50%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin53rd percentile

Revenue

Up

$21,925,739

Up $7,672,801 (+54%) from 2019

Expenses

Down

$20,016,018

Down $2,683,395 (-12%) from 2019

Net Income

Up

$1,909,721

Up $10,356,196 (+123%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $3,806,352Liabilities 2019: $0Net Assets 2019: $3,806,3522019Assets 2020: $5,715,258Liabilities 2020: $0Net Assets 2020: $5,715,2582020Assets 2021: $6,361,257Liabilities 2021: $0Net Assets 2021: $6,361,2572021Assets 2022: $2,413,716Liabilities 2022: $0Net Assets 2022: $2,413,7162022Assets 2023: $3,748,079Liabilities 2023: $0Net Assets 2023: $3,748,0792023Assets 2024: $3,358,369Liabilities 2024: $0Net Assets 2024: $3,358,3692024

Highlighted filing

2020

Assets$5,715,258
Liabilities$0
Net Assets$5,715,258
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$30M$20M$10M$0-$10MRevenue 2019: $14,252,938Expenses 2019: $22,699,413Net Income 2019: -$8,446,4752019Revenue 2020: $21,925,739Expenses 2020: $20,016,018Net Income 2020: $1,909,7212020Revenue 2021: $18,611,167Expenses 2021: $17,964,956Net Income 2021: $646,2112021Revenue 2022: $17,511,141Expenses 2022: $21,459,664Net Income 2022: -$3,948,5232022Revenue 2023: $20,550,291Expenses 2023: $19,215,548Net Income 2023: $1,334,7432023Revenue 2024: $18,593,289Expenses 2024: $18,983,130Net Income 2024: -$389,8412024

Highlighted filing

2020

Revenue$21,925,739
Expenses$20,016,018
Net Income$1,909,721
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 17, 2021
Return Version
2020v4.1
Gross Receipts
$43,193,684
Mission and Program Overview

Mission

Provide benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,806,352$5,715,258▲ $1,908,906
Savings and Temporary Cash Investments$3,798,838$5,714,848▲ $1,916,010
Accounts Receivable$7,514$410▼ $7,104
Total Assets$3,806,352$5,715,258▲ $1,908,906
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,806,352$5,715,258▲ $1,908,906
Total Liabilities and Net Assets / Fund Balance$3,806,352$5,715,258▲ $1,908,906
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
-Trustee (see Schedule O)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,895,585
Investment Income
$30,154
Other Revenue
$0
Change in Net Assets
$1,909,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,996
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$19,964,022--$19,964,022
Fees for Services Accounting$37,452--$37,452
Other Expenses$9,596--$9,596
Fees for Services Other$4,855--$4,855
Fees for Service Investment Mgmnt Fees$93--$93
Total Functional Expenses$20,016,018$0$0$20,016,018
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

Governance Explanations

Part VI, Lines 1A & 1B

“The bank of new york mellon serves as the sole directed trustee of this trust. The plan sponsor is oncor electric delivery company 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.”

Part VI, Lines 8, 12 - 15

“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.”

Part VI, Line 11B

“Process for reviewing form 990: a complete electronic copy of the organization's form 990 was provided to the trustee for review prior to filing with the irs.”

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 post-retirement benefit trust for shared retirees. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis,”

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

“But are calculated in accordance with the bank of new york mellon's agreement with oncor electric delivery company 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
Post-retirement Benefit Trust for Shared
EIN
83-6185617
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
2021-09-17

Organization Details

Formed
2018
Legal Domicile
Ny
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
Morgan Eads
Phone
4126447800
Supplemental Narrative

Additional Explanations

Part XII, Line 1

“MODIFIED CASH BASIS”

Raw XML Appendix270 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt07514
IRS990/AccountsReceivableGrp/EOYAmt0410
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/BenefitsToMembersGrp/ProgramServicesAmt019964022
IRS990/BenefitsToMembersGrp/TotalAmt019964022
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/BooksInCareOfDetail/PhoneNum04122367175
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0152535007
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03806352
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt05715258
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt019964022
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030154
IRS990/CYOtherExpensesAmt051996
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt021895585
IRS990/CYRevenuesLessExpensesAmt01909721
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt020016018
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021925739
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt037452
IRS990/FeesForServicesAccountingGrp/TotalAmt037452
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04855
IRS990/FeesForServicesOtherGrp/TotalAmt04855
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt093
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt093
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt03195
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt021271140
IRS990/GrossReceiptsAmt043193684
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt026959
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026959
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt021267945
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03806352
IRS990/NetAssetsOrFundBalancesEOYAmt05715258
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03195
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03195
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-815
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt09596
IRS990/OtherExpensesGrp/TotalAmt09596
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014464364
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17431221
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014464364
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17431221
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt022602744
IRS990/PYInvestmentIncomeAmt0262380
IRS990/PYOtherExpensesAmt096669
IRS990/PYProgramServiceRevenueAmt013990558
IRS990/PYRevenuesLessExpensesAmt0-8446475
IRS990/PYTotalExpensesAmt022699413
IRS990/PYTotalRevenueAmt014252938
IRS990/ReconcilationRevenueExpnssAmt01909721
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03798838
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05714848
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 ONCOR ELECTRIC DELIVERY COMPANY 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/ExplanationTxt1THESE 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/SupplementalInformationDetail/ExplanationTxt2PROCESS FOR REVIEWING FORM 990: A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
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 POST-RETIREMENT BENEFIT TRUST FOR SHARED RETIREES. 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/ExplanationTxt4BUT ARE CALCULATED IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH ONCOR ELECTRIC DELIVERY COMPANY 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/FormAndLineReferenceDesc0PART VI, LINES 1A & 1B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINES 8, 12 - 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII, SECTION A, LINE 1A, COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A, LINE 1A, COLUMN (B) CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0752967830
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0ENERGY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0ONCOR ELECTRIC DELIVERY COMPANY LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt01616 WOODALL ROGERS FREEWAY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0DALAS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/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/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03806352
IRS990/TotalAssetsEOYAmt05715258
IRS990/TotalAssetsGrp/BOYAmt03806352
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03806352
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021925739
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03806352
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05715258
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0152535007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT HEINTZELMAN VP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BNYM, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122367175
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POST-RETIREMENT BENEFIT TRUST FOR SHARED
ReturnHeader/Filer/BusinessNameControlTxt0POST
ReturnHeader/Filer/EIN0836185617
ReturnHeader/Filer/PhoneNum04122367175
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152535007
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/PreparationDt02021-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN EADS
ReturnHeader/ReturnTs02021-09-17T12:00:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,715,258
Liabilities
$0
Net assets
$5,715,258
Revenue
$21,925,739
Expenses
$20,016,018
Net income
$1,909,721
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$18.6$19.0$0.39
2023Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$20.6$19.2$1.33
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$17.5$21.5$3.95
2021Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$18.6$18.0$0.65
2020Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$21.9$20.0$1.91
2019Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$14.3$22.7$8.45