Civic Intelligence

Pacific Gas & Electric Long-Term Disability Trust for Non-Union Employees

990 • Fiscal year 2018 • EIN 94-3226580

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

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

17th percentile

0.00x

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

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

16th percentile

0.00x

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

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

6th percentile

-31%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$7,706

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

16th percentile

-10%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-13%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$26,864,761

Down $3,028,828 (-10%) from 2017

Net Assets

Down

$26,864,761

Down $3,028,828 (-10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin6th percentile

Revenue

Down

$7,394,157

Down $1,091,751 (-13%) from 2017

Expenses

Down

$9,687,927

Down $705,850 (-6.8%) from 2017

Net Income

Down

-$2,293,770

Down $385,901 (-20%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$40M$30M$20M$10M$0Assets 2011: $31,996,907Liabilities 2011: $0Net Assets 2011: $31,996,9072011Assets 2012: $29,868,087Liabilities 2012: $0Net Assets 2012: $29,868,0872012Assets 2013: $29,022,408Liabilities 2013: $0Net Assets 2013: $29,022,4082013Assets 2014: $28,103,032Liabilities 2014: $0Net Assets 2014: $28,103,0322014Assets 2015: $27,501,375Liabilities 2015: $0Net Assets 2015: $27,501,3752015Assets 2016: $30,159,414Liabilities 2016: $0Net Assets 2016: $30,159,4142016Assets 2017: $29,893,589Liabilities 2017: $0Net Assets 2017: $29,893,5892017Assets 2018: $26,864,761Liabilities 2018: $0Net Assets 2018: $26,864,7612018Assets 2019: $28,841,121Liabilities 2019: $7,380Net Assets 2019: $28,833,7412019Assets 2020: $34,033,231Liabilities 2020: $7,380Net Assets 2020: $34,025,8512020Assets 2021: $32,740,519Liabilities 2021: $7,380Net Assets 2021: $32,733,1392021Assets 2022: $26,478,147Liabilities 2022: $0Net Assets 2022: $26,478,1472022Assets 2023: $25,265,385Liabilities 2023: $1,200,000Net Assets 2023: $24,065,3852023Assets 2024: $24,215,930Liabilities 2024: $65Net Assets 2024: $24,215,8652024

Highlighted filing

2018

Assets$26,864,761
Liabilities$0
Net Assets$26,864,761
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,865,039Expenses 2011: $8,462,532Net Income 2011: $402,5072011Revenue 2012: $4,522,796Expenses 2012: $8,306,345Net Income 2012: -$3,783,5492012Revenue 2013: $7,599,590Expenses 2013: $8,475,155Net Income 2013: -$875,5652013Revenue 2014: $6,783,745Expenses 2014: $8,803,294Net Income 2014: -$2,019,5492014Revenue 2015: $9,133,242Expenses 2015: $9,057,033Net Income 2015: $76,2092015Revenue 2016: $11,722,717Expenses 2016: $9,802,203Net Income 2016: $1,920,5142016Revenue 2017: $8,485,908Expenses 2017: $10,393,777Net Income 2017: -$1,907,8692017Revenue 2018: $7,394,157Expenses 2018: $9,687,927Net Income 2018: -$2,293,7702018Revenue 2019: $9,286,098Expenses 2019: $9,356,028Net Income 2019: -$69,9302019Revenue 2020: $13,563,877Expenses 2020: $9,980,219Net Income 2020: $3,583,6582020Revenue 2021: $8,478,882Expenses 2021: $9,693,901Net Income 2021: -$1,215,0192021Revenue 2022: $7,382,874Expenses 2022: $9,994,726Net Income 2022: -$2,611,8522022Revenue 2023: $6,722,846Expenses 2023: $10,523,581Net Income 2023: -$3,800,7352023Revenue 2024: $12,555,627Expenses 2024: $11,376,239Net Income 2024: $1,179,3882024

Highlighted filing

2018

Revenue$7,394,157
Expenses$9,687,927
Net Income-$2,293,770
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$11,573,784
Mission and Program Overview

Mission

Provision of welfare benefits to eligible members.

Provision of welfare benefits to eligible members. Members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$29,893,589$26,864,761▼ $3,028,828
Investments in Publicly Traded Securities$28,425,697$25,439,479▼ $2,986,218
Savings and Temporary Cash Investments$1,467,892$1,422,276▼ $45,616
Accounts Receivable$0$3,006▲ $3,006
Cash and Non-Interest-Bearing Accounts$0$0→ $0
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 Other Securities$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$29,893,589$26,864,761▼ $3,028,828
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
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$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$29,893,589$26,864,761▼ $3,028,828
Total Liabilities and Net Assets / Fund Balance$29,893,589$26,864,761▼ $3,028,828
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
The Bank of New York MellonTrustee (see Schedule O)$7,706$7,706
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,018,090
Investment Income
$376,067
Other Revenue
$0
Change in Net Assets
$-2,293,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$452,985
Salaries, Compensation, and Employee Benefits$7,706
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,227,236
Other Expenses---$355,733
Fees for Services Other---$55,302
Fees for Services Accounting---$19,703
Fees for Services Legal---$14,514
Fees for Service Investment Mgmnt Fees---$7,733
Current Officers, Directors, Trustees, and Key Employees---$7,706
Total Functional Expenses$0$0$0$9,687,927
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
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

Form 990 Part VI Section A Lines 1A & B

“The bank of new york mellon serves as as the sole directed trustee of this trust. The plan sponsor is pacific gas & electric (pg&e) corporation. The trust is administered by pg&e corporation in accordance with the terms of the trust agreement. As such the veba does not have a governing body that exercises discretion.”

Form 990 Part VI Section A & B 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.”

Form 990 Part VI Section B 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.”

Form 990 Part VI Section C 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.”

Form 990 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 pg&e long term disability trust for non union employees. These services required numerous individual 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 pg&e corporation.”

Filing and Contact Details

Filer

Filer Name
Pacific Gas & Electric Long-Term Disability
EIN
94-3226580
In Care Of
% THE BANK OF NEW YORK MELLON
Phone
4122367175
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Brent Heintzelman
Title
VP, Bnym, as Trustee
Phone
4122367175
Signed
2019-11-14

Organization Details

Principal Officer
The Bank of New York Mellon
Formed
1995
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Shawn Hoffmann
Phone
4126447800
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 1

“MODIFIED CASH BASIS”

Raw XML Appendix380 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/AdvertisingGrp/TotalAmt00
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IRS990/BooksInCareOfDetail/PersonNm0THE BANK OF NEW YORK MELLON
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07733
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt07706
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (SEE SCHEDULE O)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0348947
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04528574
IRS990/GrossReceiptsAmt011573784
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt00
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IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentIncomeGrp/ExclusionAmt027120
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt028425697
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IRS990/IRPDocumentCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
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IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04179627
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MissionDesc0PROVISION OF WELFARE BENEFITS TO ELIGIBLE MEMBERS.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS PACIFIC GAS & ELECTRIC (PG&E) CORPORATION. THE TRUST IS ADMINISTERED BY PG&E CORPORATION 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/ExplanationTxt3AS 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/ExplanationTxt4AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR PG&E LONG TERM DISABILITY TRUST FOR NON UNION EMPLOYEES. THESE SERVICES REQUIRED NUMEROUS INDIVIDUAL 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 PG&E CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI SECTION A LINES 1A & B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART VI SECTION A & B LINES 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI SECTION B LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART VI SECTION C LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VII SECTION A LINE 1A COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART XII LINE 1
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0943358729
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0UTILITY SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PG&E CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0One Market Spear Tower Ste 2400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd094105
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt029893589
IRS990/TotalAssetsEOYAmt026864761
IRS990/TotalAssetsGrp/BOYAmt029893589
IRS990/TotalAssetsGrp/EOYAmt026864761
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026864761
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt07018090
IRS990/TotalReportableCompFromOrgAmt07706
IRS990/TotalRevenueGrp/ExclusionAmt0376067
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07018090
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07394157
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029893589
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026864761
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
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IRS990/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0152535007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT HEINTZELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, BNYM, AS TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122367175
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pacific Gas & Electric Long-Term Disability
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust For Non-Union Employees
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0943226580
ReturnHeader/Filer/InCareOfNm0% THE BANK OF NEW YORK MELLON
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D4D299E12165F788327BF503627363427E845D5D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B7856F93E1FE286AA9E05E777D02CCD0323C704
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId025553720193185000011
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0164.57.159.253
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/PreparerPersonNm0Shawn Hoffmann
ReturnHeader/ReturnTs02019-11-14T11:12:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,864,761
Liabilities
$0
Net assets
$26,864,761
Revenue
$7,394,157
Expenses
$9,687,927
Net income
-$2,293,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$0.00$24.2$12.6$11.4$1.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$1.20$24.1$6.72$10.5$3.80
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$0.00$26.5$7.38$9.99$2.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$0.01$32.7$8.48$9.69$1.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.0$0.01$34.0$13.6$9.98$3.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.8$0.01$28.8$9.29$9.36$0.07
2018Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$7.39$9.69$2.29
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.9$0.00$29.9$8.49$10.4$1.91
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$0.00$30.2$11.7$9.80$1.92
2015Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$9.13$9.06$0.08
2014Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$6.78$8.80$2.02
2013Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$7.60$8.48$0.88
2012Summary only. Only limited summary data is available for this year.$29.9$0.00$29.9$4.52$8.31$3.78
2011Summary only. Only limited summary data is available for this year.$32.0$0.00$32.0$8.87$8.46$0.40