{"success":true,"data":{"_id":752517498,"filings":[{"Organization":{"value":null,"Person":["THE BANK OF NEW YORK MELLON"],"Title":["TRUSTEE (SEE SCHEDULE O)"],"Hours":[0.0],"Total Compensation":[125714],"Direct compensation":[125714],"Other compensation":[0]},"Basic":{"value":null,"mission":"To provide funding for obligations for retiree welfare benefits offered through the american electric power system comprehensive medical plan and dental plan.","year":2013,"name":"American Electric Power System Retiree Medical Trust for Certain Union Employees","phone":4122367175,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"THE BANK OF NEW YORK MELLON","year_formation":1993,"state_legal_domicile":"PA","total_volunteers":0,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"C/O THE BNYM PO BOX 535007 Suite, PITTSBURGH, PA, 152535007, USA","city":"PITTSBURGH","state":"PA","country":"USA","zip_code":152535007},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":1,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":30201693,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":2222119,"Total revenue":2222119,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":29014699,"Investment income total":13454509,"Net investment gain":15560190,"Income from invest bond proceeds":0},"Other revenues":{"value":-1035125,"Other total":-1035125,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":19389003,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":16630422,"Benefits paid to members Total":16630422},"Salaries":{"value":125714,"Current officers":125714,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2632867,"Management services":0,"Legal":0,"Accounting":4976,"Lobbying services":0,"Investment management fees":1494582,"Other services":46510,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1086799,"ADMINISTRATIVE FEES":1075832,"COMMISSION ON FUTURES CNTRCT":5688,"ADR FEES":4689,"MISCELLANEOUS FEES":590},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":437259500,"Non-interest bearing cash":15338,"Savings and temp cash investments":11520317,"Pledges and grants receivable":0,"Accounts receivable":3364898,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":421824795,"Investments other":534152,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":984243,"Sum of Total Liabilities":0,"Accounts payable, accrued":984243,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":436275257,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.3580160224792696,"percentile":0.8666199684144815},"Liabilities to Assets Ratio":{"score":0.002250935657201273,"percentile":0.5536786768332752},"Operating Reserve Ratio":{"score":22.55193317572853,"percentile":0.953220516549356},"Officer Compensation Ratio":{"score":0.00648377845936689,"percentile":0.9753168059145895},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6301407612575857,"percentile":0.6904699100048937}},"source_xml":"201443219349309489_public.xml"},{"Organization":{"value":null,"Person":["THE BANK OF NEW YORK MELLON"],"Title":["TRUSTEE (SEE SCHEDULE O)"],"Hours":[0.0],"Total Compensation":[54812],"Direct compensation":[54812],"Other compensation":[0]},"Basic":{"value":null,"mission":"To provide funding for obligations for retiree welfare benefits offered through the american electric power system comprehensive medical plan and dental plan.","year":2016,"name":"American Electric Power System Retiree Medical Trust for Certain Union Employees","phone":4122367175,"website":null,"type":"990","affiliation":null,"foreign_countries":["Afghanistan","Bangladesh","Bhutan","India","Iran","Maldives","Nepal","Pakistan","Sri Lanka"],"principal_officer":"THE BANK OF NEW YORK MELLON","year_formation":1993,"state_legal_domicile":"PA","total_volunteers":0,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"C/O THE BNYM PO BOX 535007, PITTSBURGH, PA, 152535007, USA","city":"PITTSBURGH","state":"PA","country":"USA","zip_code":152535007},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":1,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":27079477,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":7056746,"Total revenue":7056746,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":22655731,"Investment income total":13203832,"Net investment gain":9451899,"Income from invest bond proceeds":0},"Other revenues":{"value":-2633000,"Other total":-2633000,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":24901380,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":22208276,"Benefits paid to members Total":22208276},"Salaries":{"value":54812,"Current officers":54812,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2638292,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":1058760,"Other services":26127,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1552101,"ADMINISTRATIVE FEES":1495253,"MISCELLANEOUS FEES":47036,"COMMISSION ON FUTURES CNTRCT":7050,"TAXES AND INSURANCE":2762},"All other expenses":1304},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":445408251,"Non-interest bearing cash":80012,"Savings and temp cash investments":8725185,"Pledges and grants receivable":0,"Accounts receivable":2630572,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":429728703,"Investments other":4243779,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1005179,"Sum of Total Liabilities":0,"Accounts payable, accrued":1005179,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":444403072,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.08043349581677667,"percentile":0.5878232507160138},"Liabilities to Assets Ratio":{"score":0.00225675882236856,"percentile":0.5536116942217153},"Operating Reserve Ratio":{"score":17.886890244637044,"percentile":0.9386471080030371},"Officer Compensation Ratio":{"score":0.00220116314838776,"percentile":0.9915767501307662},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.08283117695281236,"percentile":0.16481538563618695},"Asset Growth":{"score":-0.0008941451194670031,"percentile":0.31531975057943656},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5117587480257424,"percentile":0.351777053877673}},"source_xml":"201743179349307234_public.xml"},{"Organization":{"value":null,"Person":["THE BANK OF NEW YORK MELLON"],"Title":["TRUSTEE (SEE SCHEDULE O)"],"Hours":[0.0],"Total Compensation":[183150],"Direct compensation":[183150],"Other compensation":[0]},"Basic":{"value":null,"mission":"To provide funding for obligations for retiree welfare benefits offered through the american electric power system comprehensive medical plan and dental plan.","year":2017,"name":"American Electric Power System Retiree Medical Trust for Certain Union Employees","phone":4122367175,"website":null,"type":"990","affiliation":null,"foreign_countries":["Afghanistan","Bangladesh","Bhutan","India","Iran","Maldives","Nepal","Pakistan","Sri Lanka"],"principal_officer":"THE BANK OF NEW YORK MELLON","year_formation":1993,"state_legal_domicile":"PA","total_volunteers":0,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"C/O THE BNYM PO BOX 535007, PITTSBURGH, PA, 152535007, USA","city":"PITTSBURGH","state":"PA","country":"USA","zip_code":152535007},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":1,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":50544019,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":8039328,"Total revenue":{"value":8039328,"EMPLOYEE CONTRIBUTIONS":8039116,"FROM PLAN ADMINISTRATOR":212},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":47797535,"Investment income total":13896713,"Net investment gain":33900822,"Income from invest bond proceeds":0},"Other revenues":{"value":-5292844,"Other total":-5292844,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":28338508,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":25081707,"Benefits paid to members Total":25081707},"Salaries":{"value":183150,"Current officers":183150,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":3073651,"Management services":0,"Legal":0,"Accounting":5498,"Lobbying services":0,"Investment management fees":1489483,"Other services":38549,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1540121,"ADMINISTRATIVE FEES":1480381,"MISCELLANEOUS FEES":8209,"COMMISSION ON FUTURES CNTRCT":9677,"TAXES AND INSURANCE":41854},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":509075171,"Non-interest bearing cash":-87652,"Savings and temp cash investments":14613417,"Pledges and grants receivable":0,"Accounts receivable":7118017,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":483951175,"Investments other":3434249,"Investments program related":0,"Intangible assets":0,"Other assets":45965},"Liabilities":{"value":5535360,"Sum of Total Liabilities":0,"Accounts payable, accrued":5535360,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":503539811,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.4393301411191698,"percentile":0.8995336764438839},"Liabilities to Assets Ratio":{"score":0.010873364711790274,"percentile":0.4939291631229383},"Operating Reserve Ratio":{"score":17.964078101782917,"percentile":0.9389407466343213},"Officer Compensation Ratio":{"score":0.006462937286606621,"percentile":0.9753944598097137},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.04671994139826486,"percentile":0.5923718542570785},"Asset Growth":{"score":0.026962568243707907,"percentile":0.43323267430688395},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6156064585204886,"percentile":0.6504811731421373}},"source_xml":"201813189349304376_public.xml"},{"Organization":{"value":null,"Person":["THE BANK OF NEW YORK MELLON"],"Title":["TRUSTEE (SEE SCHEDULE O)"],"Hours":[0.0],"Total Compensation":[150486],"Direct compensation":[150486],"Other compensation":[0]},"Basic":{"value":null,"mission":"To provide funding for obligations for retiree welfare benefits offered through the american electric power system comprehensive medical plan and the american electric power system comprehensive dental plan.","year":2019,"name":"AMERICAN ELECTRIC POWER SYSTEM RETIREE","phone":4122367175,"website":null,"type":"990","affiliation":null,"foreign_countries":["Afghanistan","Bangladesh","Bhutan","India","Iran","Maldives","Nepal","Pakistan","Sri Lanka"],"principal_officer":"BRENT HEINTZELMAN","year_formation":1993,"state_legal_domicile":"PA","total_volunteers":null,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"C/O THE BNYM PO BOX 535007, PITTSBURGH, PA, 152535007, USA","city":"PITTSBURGH","state":"PA","country":"USA","zip_code":152535007},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":1,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":36843160,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":7749445,"Total revenue":7749445,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":29948203,"Investment income total":14850932,"Net investment gain":15097271,"Income from invest bond proceeds":0},"Other revenues":{"value":-854488,"Other total":-854488,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":24967559,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":22244756,"Benefits paid to members Total":22244756},"Salaries":{"value":150486,"Current officers":150486,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2572317,"Management services":0,"Legal":0,"Accounting":6147,"Lobbying services":0,"Investment management fees":1458470,"Other services":33763,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1073937,"ADMINISTRATIVE FEES":1042033,"MISCELLANEOUS FEES":19808,"COMMISSION ON FUTURES CONTRACTS":9589,"TAXES AND INSURANCE":2507},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":24967559,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":543271915,"Non-interest bearing cash":133775,"Savings and temp cash investments":13179825,"Pledges and grants receivable":0,"Accounts receivable":9292783,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":515296238,"Investments other":4424485,"Investments program related":0,"Intangible assets":944809,"Other assets":0},"Liabilities":{"value":7806206,"Sum of Total Liabilities":0,"Accounts payable, accrued":7806206,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":535465709,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.3223285136236957,"percentile":0.8483234790782116},"Liabilities to Assets Ratio":{"score":0.014368874562565966,"percentile":0.4783095145624704},"Operating Reserve Ratio":{"score":21.75911209421794,"percentile":0.951140795176647},"Officer Compensation Ratio":{"score":0.006027261215243348,"percentile":0.9771458237588685},"Program Expense Growth":{"score":0.7499999999999999,"percentile":0.966595144305789},"Revenue Growth":{"score":0.03202686315650326,"percentile":0.5245943909754355},"Asset Growth":{"score":0.02875672940108888,"percentile":0.44078756833454497},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7952543574718436,"percentile":0.9559185766370296}},"source_xml":"202033189349310513_public.xml"},{"Organization":{"value":null,"Person":["THE BANK OF NEW YORK MELLON"],"Title":["TRUSTEE (SEE SCHEDULE O)"],"Hours":[0.0],"Total Compensation":[90575],"Direct compensation":[90575],"Other compensation":[0]},"Basic":{"value":null,"mission":"To provide funding for obligations for retiree welfare benefits offered through the american electric power system comprehensive medical plan and dental plan.","year":2014,"name":"American Electric Power System Retiree Medical Trust for Certain Union Employees","phone":4122367175,"website":null,"type":"990","affiliation":null,"foreign_countries":["Angola","Benin","Botswana","Burkina Faso","Burundi","Cameroon","Cape Verde","Central African Republic","Chad","Comoros","Congo","Congo, Democratic Republic of the","Cote d'Ivoire","Djibouti","Equatorial Guinea","Eritrea","Ethiopia","Gabon","Gambia","Ghana","Guinea","Guinea-Bissau","Kenya","Lesotho","Liberia","Madagascar","Malawi","Mali","Mauritania","Mauritius","Mayotte","Mozambique","Namibia","Niger","Nigeria","Rwanda","Saint Helena","Sao Tome and Principe","Senegal","Seychelles","Sierra Leone","Somalia","South Africa","South Sudan","Sudan","Swaziland","Tanzania","Togo","Uganda","Zambia","Zimbabwe"],"principal_officer":"THE BANK OF NEW YORK MELLON","year_formation":1993,"state_legal_domicile":"PA","total_volunteers":0,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"C/O THE BNYM PO BOX 535007, PITTSBURGH, PA, 152535007, USA","city":"PITTSBURGH","state":"PA","country":"USA","zip_code":152535007},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":1,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":50122181,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":4053801,"Total revenue":4053801,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":49695682,"Investment income total":14281975,"Net investment gain":35413707,"Income from invest bond proceeds":0},"Other revenues":{"value":-3627302,"Other total":-3627302,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":25133293,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":22041054,"Benefits paid to members Total":22041054},"Salaries":{"value":90575,"Current officers":90575,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":3001664,"Management services":0,"Legal":0,"Accounting":3186,"Lobbying services":0,"Investment management fees":1676913,"Other services":44399,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1277166,"ADMINISTRATIVE FEES":1179994,"MISCELLANEOUS FEES":86978,"COMMISSION ON FUTURES CNTRCT":5922,"ADR FEES":4272},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":465336429,"Non-interest bearing cash":0,"Savings and temp cash investments":18014080,"Pledges and grants receivable":0,"Accounts receivable":4547676,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":436980891,"Investments other":5793782,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":3299084,"Sum of Total Liabilities":0,"Accounts payable, accrued":3299084,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":462037345,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.49855947010765556,"percentile":0.9179300296595722},"Liabilities to Assets Ratio":{"score":0.0070896748984163455,"percentile":0.5148506799861692},"Operating Reserve Ratio":{"score":18.514741741163803,"percentile":0.9409798476595506},"Officer Compensation Ratio":{"score":0.0036037856241122085,"percentile":0.9865028739267035},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6386517751389642,"percentile":0.7129591873262509}},"source_xml":"201620699349300707_public.xml"},{"Organization":{"value":null,"Person":["THE BANK OF NEW YORK MELLON"],"Title":["TRUSTEE (SEE SCHEDULE O)"],"Hours":[0.0],"Total Compensation":[126505],"Direct compensation":[126505],"Other compensation":[0]},"Basic":{"value":null,"mission":"To provide funding for obligations for retiree welfare benefits offered through the american electric power system comprehensive medical plan and dental plan.","year":2015,"name":"American Electric Power System Retiree Medical Trust for Certain Union Employees","phone":4122367175,"website":null,"type":"990","affiliation":null,"foreign_countries":["Afghanistan","Bangladesh","Bhutan","India","Iran","Maldives","Nepal","Pakistan","Sri Lanka"],"principal_officer":"THE BANK OF NEW YORK MELLON","year_formation":1993,"state_legal_domicile":"PA","total_volunteers":0,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"C/O THE BNYM PO BOX 535007, PITTSBURGH, PA, 152535007, USA","city":"PITTSBURGH","state":"PA","country":"USA","zip_code":152535007},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":1,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":30857961,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":6272486,"Total revenue":6272486,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":28853660,"Investment income total":13423280,"Net investment gain":15430380,"Income from invest bond proceeds":0},"Other revenues":{"value":-4268185,"Other total":-4268185,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":26169528,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":23201439,"Benefits paid to members Total":23201439},"Salaries":{"value":126505,"Current officers":126505,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2841584,"Management services":0,"Legal":0,"Accounting":7227,"Lobbying services":0,"Investment management fees":1464356,"Other services":43458,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1326543,"ADMINISTRATIVE FEES":1258169,"MISCELLANEOUS FEES":59790,"COMMISSION ON FUTURES CNTRCT":6660,"ADR FEES":1924},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":436900267,"Non-interest bearing cash":17230,"Savings and temp cash investments":12425659,"Pledges and grants receivable":0,"Accounts receivable":2922207,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":416648060,"Investments other":4887111,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":895250,"Sum of Total Liabilities":0,"Accounts payable, accrued":895250,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":436005017,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.1519359299209692,"percentile":0.7010990529439566},"Liabilities to Assets Ratio":{"score":0.002049094650702056,"percentile":0.5558934046503549},"Operating Reserve Ratio":{"score":16.69499988689135,"percentile":0.9338908897048437},"Officer Compensation Ratio":{"score":0.004834057381546966,"percentile":0.9818680596831233},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.008853982307451573,"percentile":0.4095954730474479},"Asset Growth":{"score":-0.00040227773815939975,"percentile":0.31733891214796794},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5568407173878162,"percentile":0.477553019438711}},"source_xml":"201613209349308521_public.xml"},{"Organization":{"value":null,"Person":["THE BANK OF NEW YORK MELLON"],"Title":["TRUSTEE (SEE SCHEDULE O)"],"Hours":[0.0],"Total Compensation":[240396],"Direct compensation":[240396],"Other compensation":[0]},"Basic":{"value":null,"mission":"To provide funding for obligations for retiree medical and dental benefits offered through the american electric power system comprehensive medical plan.","year":2022,"name":"AMERICAN ELECTRIC POWER SYSTEM RETIREE","phone":4122342242,"website":null,"type":"990","affiliation":null,"foreign_countries":["Afghanistan","Bangladesh","Bhutan","India","Iran","Maldives","Nepal","Pakistan","Sri Lanka"],"principal_officer":"BRENT HEINTZELMAN","year_formation":1993,"state_legal_domicile":"PA","total_volunteers":null,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"C/O THE BNYM PO BOX 535007, PITTSBURGH, PA, 152535007, USA","city":"PITTSBURGH","state":"PA","country":"USA","zip_code":152535007},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":1,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":11008965,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":9768011,"Total revenue":9768011,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3526536,"Investment income total":14222952,"Net investment gain":-10696416,"Income from invest bond proceeds":0},"Other revenues":{"value":-2285582,"Other total":-2285582,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":31064695,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":28068222,"Benefits paid to members Total":28068222},"Salaries":{"value":240396,"Current officers":240396,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2756077,"Management services":0,"Legal":0,"Accounting":97338,"Lobbying services":0,"Investment management fees":1724209,"Other services":38466,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":896064,"ADMINISTRATIVE FEES":858921,"COMMISSION ON FUTURES CONTRACTS":7310,"TAXES AND INSURANCE":29210,"OTHER FEES":623},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":31064695,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":466362861,"Non-interest bearing cash":12262,"Savings and temp cash investments":6190583,"Pledges and grants receivable":0,"Accounts receivable":5754558,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":450372335,"Investments other":3980889,"Investments program related":0,"Intangible assets":52234,"Other assets":0},"Liabilities":{"value":3390412,"Sum of Total Liabilities":0,"Accounts payable, accrued":3390412,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":462972449,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-1.821763444610824,"percentile":0.02615761088100526},"Liabilities to Assets Ratio":{"score":0.007269901365494882,"percentile":0.5137373757236989},"Operating Reserve Ratio":{"score":15.012632861838817,"percentile":0.9262415326279404},"Officer Compensation Ratio":{"score":0.007738559802373724,"percentile":0.9702424413212493},"Program Expense Growth":{"score":0.43462437100416285,"percentile":0.9139088141312647},"Revenue Growth":{"score":-0.028585087744748373,"percentile":0.27102558309403163},"Asset Growth":{"score":0.024491087649761392,"percentile":0.4228573463192916},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6290385039501067,"percentile":0.6875031372596859}},"source_xml":"202323149349305897_public.xml"},{"Organization":{"value":null,"Person":["THE BANK OF NEW YORK MELLON"],"Title":["TRUSTEE (SEE SCHEDULE O)"],"Hours":[0.0],"Total Compensation":[3031],"Direct compensation":[3031],"Other compensation":[0]},"Basic":{"value":null,"mission":"To provide funding for obligations for retiree medical and dental benefits offered through the american electric power system comprehensive medical plan.","year":2020,"name":"AMERICAN ELECTRIC POWER SYSTEM RETIREE","phone":4122367175,"website":null,"type":"990","affiliation":null,"foreign_countries":["Afghanistan","Bangladesh","Bhutan","India","Iran","Maldives","Nepal","Pakistan","Sri Lanka"],"principal_officer":"BRENT HEINTZELMAN","year_formation":1993,"state_legal_domicile":"PA","total_volunteers":null,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"C/O THE BNYM PO BOX 535007, PITTSBURGH, PA, 152535007, USA","city":"PITTSBURGH","state":"PA","country":"USA","zip_code":152535007},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":1,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":49157613,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":8189527,"Total revenue":8189527,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":41539405,"Investment income total":13017592,"Net investment gain":28521813,"Income from invest bond proceeds":0},"Other revenues":{"value":-571319,"Other total":-571319,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":28838160,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":26058856,"Benefits paid to members Total":26058856},"Salaries":{"value":3031,"Current officers":3031,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2776273,"Management services":0,"Legal":0,"Accounting":31388,"Lobbying services":0,"Investment management fees":1527331,"Other services":33002,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1184552,"ADMINISTRATIVE FEES":1155475,"COMMISSION ON FUTURES CONTRACTS":7342,"TAXES AND INSURANCE":17403,"OTHER FEES":4332},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":28838160,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":632892955,"Non-interest bearing cash":0,"Savings and temp cash investments":11724268,"Pledges and grants receivable":0,"Accounts receivable":8913816,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":608742402,"Investments other":4392727,"Investments program related":0,"Intangible assets":-880258,"Other assets":0},"Liabilities":{"value":5763831,"Sum of Total Liabilities":0,"Accounts payable, accrued":5763831,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":627129124,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.41335312599495017,"percentile":0.8901267028065215},"Liabilities to Assets Ratio":{"score":0.009107118280373338,"percentile":0.5030519080416824},"Operating Reserve Ratio":{"score":21.94637088496631,"percentile":0.9516591593123965},"Officer Compensation Ratio":{"score":0.00010510379302979109,"percentile":0.9989499630533512},"Program Expense Growth":{"score":0.5782796771013098,"percentile":0.9467502598541047},"Revenue Growth":{"score":0.04152951969353686,"percentile":0.5693079022613206},"Asset Growth":{"score":0.04584155935748781,"percentile":0.5105722817506989},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8104827536198757,"percentile":0.9648186948879716}},"source_xml":"202113199349302491_public.xml"},{"Organization":{"value":null,"Person":["THE BANK OF NEW YORK MELLON"],"Title":["TRUSTEE (SEE SCHEDULE O)"],"Hours":[0.0],"Total Compensation":[1717],"Direct compensation":[1717],"Other compensation":[0]},"Basic":{"value":null,"mission":"To provide funding for obligations for retiree medical and dental benefits offered through the american electric power system comprehensive medical plan.","year":2023,"name":"AMERICAN ELECTRIC POWER SYSTEM RETIREE","phone":4122342242,"website":null,"type":"990","affiliation":null,"foreign_countries":["Afghanistan","Bangladesh","Bhutan","India","Iran","Maldives","Nepal","Pakistan","Sri Lanka"],"principal_officer":"BRENT HEINTZELMAN","year_formation":1993,"state_legal_domicile":"PA","total_volunteers":null,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"C/O THE BNYM PO BOX 535007, PITTSBURGH, PA, 152535007, USA","city":"PITTSBURGH","state":"PA","country":"USA","zip_code":152535007},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":1,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":38,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":13617656,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":9664845,"Total revenue":9664845,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":6815223,"Investment income total":14555465,"Net investment gain":-7740242,"Income from invest bond proceeds":0},"Other revenues":{"value":-2862412,"Other total":-2862412,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":32708055,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":30280673,"Benefits paid to members Total":30280673},"Salaries":{"value":1717,"Current officers":1717,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2425665,"Management services":0,"Legal":0,"Accounting":58560,"Lobbying services":0,"Investment management fees":1423324,"Other services":31721,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":912060,"ADMINISTRATIVE FEES":903185,"COMMISSION ON FUTURES CONTRACTS":7071,"OTHER FEES":1804},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":32708055,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":510356137,"Non-interest bearing cash":-22101,"Savings and temp cash investments":9301144,"Pledges and grants receivable":0,"Accounts receivable":8486070,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":485772444,"Investments other":4809890,"Investments program related":0,"Intangible assets":2008690,"Other assets":0},"Liabilities":{"value":4978228,"Sum of Total Liabilities":0,"Accounts payable, accrued":4978228,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":505377909,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-1.401885831159195,"percentile":0.03183741997387642},"Liabilities to Assets Ratio":{"score":0.009754419784708104,"percentile":0.49955611217354684},"Operating Reserve Ratio":{"score":15.60337773065381,"percentile":0.9290485805209469},"Officer Compensation Ratio":{"score":5.249471422253631e-05,"percentile":0.9992639973587908},"Program Expense Growth":{"score":0.34471546277445025,"percentile":0.883336003996569},"Revenue Growth":{"score":-0.0567615285962567,"percentile":0.20658364528643552},"Asset Growth":{"score":0.019139697281600327,"percentile":0.4002080841038828},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6205821030991099,"percentile":0.6643353119151073}},"source_xml":"202423189349304677_public.xml"},{"Organization":{"value":null,"Person":["THE BANK OF NEW YORK MELLON"],"Title":["TRUSTEE (SEE SCHEDULE O)"],"Hours":[0.0],"Total Compensation":[65741],"Direct compensation":[65741],"Other compensation":[0]},"Basic":{"value":null,"mission":"To provide funding for obligations for retiree welfare benefits offered through the american electric power system comprehensive medical plan and dental plan.","year":2018,"name":"American Electric Power System Retiree Medical Trust for Certain Union Employees","phone":4122367175,"website":null,"type":"990","affiliation":null,"foreign_countries":["Afghanistan","Bangladesh","Bhutan","India","Iran","Maldives","Nepal","Pakistan","Sri Lanka"],"principal_officer":"THE BANK OF NEW YORK MELLON","year_formation":1993,"state_legal_domicile":"PA","total_volunteers":0,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"C/O THE BNYM PO BOX 535007, PITTSBURGH, PA, 152535007, USA","city":"PITTSBURGH","state":"PA","country":"USA","zip_code":152535007},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":1,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":47834560,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":10070061,"Total revenue":{"value":10070061,"EMPLOYEE CONTRIBUTIONS":7999486,"FROM PLAN ADMINISTRATOR":2070575},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":42826971,"Investment income total":14886205,"Net investment gain":27940766,"Income from invest bond proceeds":0},"Other revenues":{"value":-5062472,"Other total":-5062472,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":28714976,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":25975750,"Benefits paid to members Total":25975750},"Salaries":{"value":65741,"Current officers":65741,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2673485,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":1509881,"Other services":24613,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1138991,"ADMINISTRATIVE FEES":1054186,"TAXES AND INSURANCE":66044,"COMMISSION ON FUTURES CNTRCT":9858,"MISCELLANEOUS FEES":8903},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":459858560,"Non-interest bearing cash":-110447,"Savings and temp cash investments":14901410,"Pledges and grants receivable":0,"Accounts receivable":8609417,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":432611746,"Investments other":3846598,"Investments program related":0,"Intangible assets":0,"Other assets":-164},"Liabilities":{"value":7040197,"Sum of Total Liabilities":0,"Accounts payable, accrued":7040197,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":452818363,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.3997023072857783,"percentile":0.8848110911677736},"Liabilities to Assets Ratio":{"score":0.015309483420293405,"percentile":0.4745683206250727},"Operating Reserve Ratio":{"score":16.014589738817822,"percentile":0.9309397507284886},"Officer Compensation Ratio":{"score":0.00228943252468677,"percentile":0.9912768791143745},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.06204825011036344,"percentile":0.6536608049999846},"Asset Growth":{"score":0.01573198633003648,"percentile":0.38582331018577576},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6152943199042493,"percentile":0.6496042403151918}},"source_xml":"201923189349312622_public.xml"},{"Organization":{"value":null,"Person":["THE BANK OF NEW YORK MELLON"],"Title":["TRUSTEE (SEE SCHEDULE O)"],"Hours":[0.0],"Total Compensation":[259521],"Direct compensation":[259521],"Other compensation":[0]},"Basic":{"value":null,"mission":"To provide funding for obligations for retiree medical and dental benefits offered through the american electric power system comprehensive medical plan.","year":2024,"name":"AMERICAN ELECTRIC POWER SYSTEM RETIREE","phone":4122342242,"website":null,"type":"990","affiliation":null,"foreign_countries":["Afghanistan","Bangladesh","Bhutan","India","Iran","Maldives","Nepal","Pakistan","Sri Lanka"],"principal_officer":"BRENT HEINTZELMAN","year_formation":1993,"state_legal_domicile":"PA","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"C/O THE BNYM PO BOX 535007, PITTSBURGH, PA, 152535007, USA","city":"PITTSBURGH","state":"PA","country":"USA","zip_code":152535007},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":1,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":41059078,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":9762288,"Total revenue":9762288,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":35253202,"Investment income total":15347450,"Net investment gain":19905752,"Income from invest bond proceeds":0},"Other revenues":{"value":-3956412,"Other total":-3956412,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":22458539,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":19313207,"Benefits paid to members Total":19313207},"Salaries":{"value":259521,"Current officers":259521,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2885811,"Management services":0,"Legal":0,"Accounting":99277,"Lobbying services":0,"Investment management fees":1663433,"Other services":47825,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1075276,"ADMINISTRATIVE FEES":1053228,"COMMISSION ON FUTURES CONTRACTS":21104,"OTHER FEES":944},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":22458539,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":521014264,"Non-interest bearing cash":2534211,"Savings and temp cash investments":12724055,"Pledges and grants receivable":0,"Accounts receivable":7440559,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":495498765,"Investments other":3267525,"Investments program related":0,"Intangible assets":-450851,"Other assets":0},"Liabilities":{"value":5742674,"Sum of Total Liabilities":0,"Accounts payable, accrued":5742674,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":515271590,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.4530189158168627,"percentile":0.90414127355794},"Liabilities to Assets Ratio":{"score":0.011022105145282549,"percentile":0.4932179593696178},"Operating Reserve Ratio":{"score":23.198938452764,"percentile":0.9548228983163574},"Officer Compensation Ratio":{"score":0.011555560225890028,"percentile":0.9536445317250349},"Program Expense Growth":{"score":0.26937030191451644,"percentile":0.850047686334459},"Revenue Growth":{"score":-0.0334982315598579,"percentile":0.2579617682820476},"Asset Growth":{"score":0.016576040350564196,"percentile":0.3893690386441507},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7647775239946066,"percentile":0.9318632192774033}},"source_xml":"202503169349309605_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["THE BANK OF NEW YORK MELLON"],"Title":["TRUSTEE (SEE SCHEDULE O)"],"Hours":[0.0],"Total Compensation":[259521],"Direct compensation":[259521],"Other compensation":[0]},"Basic":{"value":null,"mission":"To provide funding for obligations for retiree medical and dental benefits offered through the american electric power system comprehensive medical plan.","year":2024,"name":"AMERICAN ELECTRIC POWER SYSTEM RETIREE","phone":4122342242,"website":null,"type":"990","affiliation":null,"foreign_countries":["Afghanistan","Bangladesh","Bhutan","India","Iran","Maldives","Nepal","Pakistan","Sri Lanka"],"principal_officer":"BRENT HEINTZELMAN","year_formation":1993,"state_legal_domicile":"PA","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"C/O THE BNYM PO BOX 535007, PITTSBURGH, PA, 152535007, USA","city":"PITTSBURGH","state":"PA","country":"USA","zip_code":152535007},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":1,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":41059078,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":9762288,"Total revenue":9762288,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":35253202,"Investment income total":15347450,"Net investment gain":19905752,"Income from invest bond proceeds":0},"Other revenues":{"value":-3956412,"Other total":-3956412,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":22458539,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":19313207,"Benefits paid to members Total":19313207},"Salaries":{"value":259521,"Current officers":259521,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2885811,"Management services":0,"Legal":0,"Accounting":99277,"Lobbying services":0,"Investment management fees":1663433,"Other services":47825,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1075276,"ADMINISTRATIVE FEES":1053228,"COMMISSION ON FUTURES CONTRACTS":21104,"OTHER FEES":944},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":22458539,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":521014264,"Non-interest bearing cash":2534211,"Savings and temp cash investments":12724055,"Pledges and grants receivable":0,"Accounts receivable":7440559,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":495498765,"Investments other":3267525,"Investments program related":0,"Intangible assets":-450851,"Other assets":0},"Liabilities":{"value":5742674,"Sum of Total Liabilities":0,"Accounts payable, accrued":5742674,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":515271590,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":1.0,"percentile":0.9996999186356569},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.4530189158168627,"percentile":0.90414127355794},"Liabilities to Assets Ratio":{"score":0.011022105145282549,"percentile":0.4932179593696178},"Operating Reserve Ratio":{"score":23.198938452764,"percentile":0.9548228983163574},"Officer Compensation Ratio":{"score":0.011555560225890028,"percentile":0.9536445317250349},"Program Expense Growth":{"score":0.26937030191451644,"percentile":0.850047686334459},"Revenue Growth":{"score":-0.0334982315598579,"percentile":0.2579617682820476},"Asset Growth":{"score":0.016576040350564196,"percentile":0.3893690386441507},"Independent Voting Board Pct":{"score":0.0,"percentile":0.10798813433961453},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7647775239946066,"percentile":0.9318632192774033}},"source_xml":"202503169349309605_public.xml"},"sector":"Public, Societal Benefit","donation_categories":[],"zakat_policy":null},"error":null}