Civic Intelligence

Post-Retirement Benefit Trust for Shared

990 • Fiscal year 2022 • EIN 83-6185617

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 28, 2023

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

(412) 234-2242

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

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

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Net Margin

9th percentile

-23%

Higher net margin than 9% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Asset Growth

2nd percentile

-62%

Faster asset growth than 2% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-5.9%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,413,716

Down $3,947,541 (-62%) from 2021

Net Assets

Down

$2,413,716

Down $3,947,541 (-62%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin9th percentile

Revenue

Down

$17,511,141

Down $1,100,026 (-5.9%) from 2021

Expenses

Up

$21,459,664

Up $3,494,708 (+19%) from 2021

Net Income

Down

-$3,948,523

Down $4,594,734 (-711%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2022

Assets$2,413,716
Liabilities$0
Net Assets$2,413,716
Open 2022 Filing

Operations Trend

Revenue Growth34th 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

2022

Revenue$17,511,141
Expenses$21,459,664
Net Income-$3,948,523
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 28, 2023
Return Version
2022v5.0
Gross Receipts
$37,854,518
Mission and Program Overview

Mission

Provide benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,361,257$2,413,716▼ $3,947,541
Savings and Temporary Cash Investments$6,361,019$2,402,905▼ $3,958,114
Accounts Receivable$238$10,811▲ $10,573
Total Assets$6,361,257$2,413,716▼ $3,947,541
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,361,257$2,413,716▼ $3,947,541
Total Liabilities and Net Assets / Fund Balance$6,361,257$2,413,716▼ $3,947,541
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
-Trustee (see Schedule O)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,452,996
Investment Income
$58,145
Other Revenue
$0
Change in Net Assets
$-3,948,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,122
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$21,312,542--$21,312,542
Other Expenses$79,539--$79,539
Fees for Services Accounting$19,255--$19,255
Fees for Services Other$13,562--$13,562
Total Functional Expenses$21,459,664$0$0$21,459,664
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 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
4122342242
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Shelly M Paletta
Title
Bnym, Trustee
Phone
4122342242
Signed
2023-08-28

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
Lindsey Pigg
Phone
4126447800
Supplemental Narrative

Additional Explanations

Part XII, Line 1

“MODIFIED CASH BASIS”

Raw XML Appendix273 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/BOYAmt0238
IRS990/AccountsReceivableGrp/EOYAmt010811
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/BenefitsToMembersGrp/ProgramServicesAmt021312542
IRS990/BenefitsToMembersGrp/TotalAmt021312542
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE BANK OF NEW YORK MELLON
IRS990/BooksInCareOfDetail/PhoneNum04122342242
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/BOYAmt06361257
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt02413716
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt021312542
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt058145
IRS990/CYOtherExpensesAmt0147122
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt017452996
IRS990/CYRevenuesLessExpensesAmt0-3948523
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt021459664
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017511141
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/ProgramServicesAmt019255
IRS990/FeesForServicesAccountingGrp/TotalAmt019255
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt013562
IRS990/FeesForServicesOtherGrp/TotalAmt013562
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/SecuritiesAmt0-737
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt020342640
IRS990/GrossReceiptsAmt037854518
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt058882
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058882
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt020343377
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/NetAssetsOrFundBalancesBOYAmt06361257
IRS990/NetAssetsOrFundBalancesEOYAmt02413716
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-737
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-737
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0982
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0OPERATING EXPENSES-PRINTING
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt034766
IRS990/OtherExpensesGrp/ProgramServicesAmt179539
IRS990/OtherExpensesGrp/TotalAmt034766
IRS990/OtherExpensesGrp/TotalAmt179539
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/RelatedOrExemptFuncIncomeAmt09810700
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17642296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09810700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17642296
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt017921045
IRS990/PYInvestmentIncomeAmt02536
IRS990/PYOtherExpensesAmt043911
IRS990/PYProgramServiceRevenueAmt018608631
IRS990/PYRevenuesLessExpensesAmt0646211
IRS990/PYTotalExpensesAmt017964956
IRS990/PYTotalRevenueAmt018611167
IRS990/ReconcilationRevenueExpnssAmt0-3948523
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06361019
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02402905
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
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06361257
IRS990/TotalAssetsEOYAmt02413716
IRS990/TotalAssetsGrp/BOYAmt06361257
IRS990/TotalAssetsGrp/EOYAmt02413716
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021459664
IRS990/TotalFunctionalExpensesGrp/TotalAmt021459664
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06361257
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02413716
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt017452996
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt058145
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017452996
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017511141
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06361257
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02413716
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY M PALETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BNYM, TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122342242
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POST-RETIREMENT BENEFIT TRUST FOR SHARED
ReturnHeader/Filer/BusinessNameControlTxt0POST
ReturnHeader/Filer/EIN0836185617
ReturnHeader/Filer/PhoneNum04122342242
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152535007
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDSEY PIGG
ReturnHeader/ReturnTs02023-11-10T16:00:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,413,716
Liabilities
$0
Net assets
$2,413,716
Revenue
$17,511,141
Expenses
$21,459,664
Net income
-$3,948,523
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