Civic Intelligence

Bae Systems Funded Retiree Benefit Trust

990 • Fiscal year 2016 • EIN 04-6957993

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileN/A

View Organization Page

1101 Wilson Boulveard Suite 2000Arlington, VA 22209

(703) 312-6100

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.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.00x

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

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Net Margin

84th percentile

22%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

53rd percentile

$63,707

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Asset Growth

28th percentile

-0.7%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-14%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$188,766,563

Down $1,337,282 (-0.7%) from 2015

Net Assets

Down

$188,766,563

Down $1,337,282 (-0.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Down

$21,062,277

Down $3,356,151 (-14%) from 2015

Expenses

Up

$16,430,050

Up $1,552,731 (+10%) from 2015

Net Income

Down

$4,632,227

Down $4,908,882 (-51%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$300M$200M$100M$0Assets 2010: $146,459,653Liabilities 2010: $0Net Assets 2010: $146,459,6532010Assets 2011: $146,786,120Liabilities 2011: $0Net Assets 2011: $146,786,1202011Assets 2012: $156,851,077Liabilities 2012: $0Net Assets 2012: $156,851,0772012Assets 2013: $183,264,377Liabilities 2013: $0Net Assets 2013: $183,264,3772013Assets 2014: $193,667,368Liabilities 2014: $0Net Assets 2014: $193,667,3682014Assets 2015: $190,103,845Liabilities 2015: $0Net Assets 2015: $190,103,8452015Assets 2016: $188,766,563Liabilities 2016: $0Net Assets 2016: $188,766,5632016Assets 2017: $207,692,665Liabilities 2017: $0Net Assets 2017: $207,692,6652017Assets 2018: $183,096,585Liabilities 2018: $0Net Assets 2018: $183,096,5852018Assets 2019: $214,162,514Liabilities 2019: $0Net Assets 2019: $214,162,5142019Assets 2020: $210,846,397Liabilities 2020: $0Net Assets 2020: $210,846,3972020Assets 2021: $206,400,104Liabilities 2021: $0Net Assets 2021: $206,400,1042021Assets 2022: $164,571,811Liabilities 2022: $0Net Assets 2022: $164,571,8112022Assets 2023: $161,850,365Liabilities 2023: $0Net Assets 2023: $161,850,3652023Assets 2024: $156,711,337Liabilities 2024: $0Net Assets 2024: $156,711,3372024

Highlighted filing

2016

Assets$188,766,563
Liabilities$0
Net Assets$188,766,563
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$40M$20M$0-$20M-$40MRevenue 2010: $36,490,087Expenses 2010: $20,990,859Net Income 2010: $15,499,2282010Revenue 2011: $27,227,254Expenses 2011: $26,900,787Net Income 2011: $326,4672011Revenue 2012: $20,167,883Expenses 2012: $22,143,450Net Income 2012: -$1,975,5672012Revenue 2013: $23,279,675Expenses 2013: $15,352,609Net Income 2013: $7,927,0662013Revenue 2014: $21,887,982Expenses 2014: $13,679,804Net Income 2014: $8,208,1782014Revenue 2015: $24,418,428Expenses 2015: $14,877,319Net Income 2015: $9,541,1092015Revenue 2016: $21,062,277Expenses 2016: $16,430,050Net Income 2016: $4,632,2272016Revenue 2017: $22,886,844Expenses 2017: $13,134,862Net Income 2017: $9,751,9822017Revenue 2018: $15,928,230Expenses 2018: $16,956,124Net Income 2018: -$1,027,8942018Revenue 2019: $15,371,928Expenses 2019: $11,973,626Net Income 2019: $3,398,3022019Revenue 2020: $11,535,118Expenses 2020: $11,634,987Net Income 2020: -$99,8692020Revenue 2021: $16,917,143Expenses 2021: $14,559,462Net Income 2021: $2,357,6812021Revenue 2022: -$11,839,555Expenses 2022: $13,522,181Net Income 2022: -$25,361,7362022Revenue 2023: $6,199,514Expenses 2023: $12,097,814Net Income 2023: -$5,898,3002023Revenue 2024: $7,428,494Expenses 2024: $11,415,240Net Income 2024: -$3,986,7462024

Highlighted filing

2016

Revenue$21,062,277
Expenses$16,430,050
Net Income$4,632,227
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.1
Gross Receipts
$21,062,277
Mission and Program Overview

Mission

To fund welfare benefits for retirees pursuant to irc section 501(c)(9).

This organization is a voluntary employees' beneficiary association that funds medical and other welfare benefits for retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$190,103,845$188,766,563▼ $1,337,282
Rtn Earn Endowment Incm Other Fnds$190,103,845$188,766,563▼ $1,337,282
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$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
Cap Stk Tr Prin Current Funds$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$190,103,845$188,766,563▼ $1,337,282
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$190,103,845$188,766,563▼ $1,337,282
Total Liabilities and Net Assets / Fund Balance$190,103,845$188,766,563▼ $1,337,282
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jp Morgan Chase Bank NaTrusteePT$63,707$63,707

Highest Paid Contractors

ContractorServicesLocationCompensation
Hewitt Associates LLCActuarial/admin SvsPO BOX 95135, Chicago, IL 60694-5135$270,055
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,511,191
Investment Income
$19,548,095
Other Revenue
$2,991
Change in Net Assets
$4,632,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,797,918
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$11,632,132
Other Expenses---$63,707
Fees for Service Investment Mgmnt Fees---$42,748
Total Functional Expenses$0$0$0$16,430,050
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, Line 8A

“Because bae systems funded retiree benefit trust is a veba, it does not have a governing body of its own. The governing body of bae systems, inc. Has a committee which relates to its vebas. This committee has the authority to act on behalf of the bae systems, inc. Governing body.”

Form 990, Part VI, Line 11

“Form 990 was prepared and reviewed by an independent accounting firm. The plan sponsor, bae systems' management team with oversight responsibility over the veba, performed a review of form 990 before it was filed with the internal revenue service.”

Form 990, Part VI, Line 19

“The veba does not make its governing documents or internal financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
BAE Systems Funded Retiree Benefit Trust
EIN
04-6957993
In Care Of
% DOHI SHIN BAE SYSTEMS INC
Phone
7033126100
Address
1101 Wilson Boulveard Suite 2000, Arlington, VA 22209

Signing Officer

Name
D Scott Howat
Title
Chairman Admin CMT
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chandra Chudamani
Formed
1992
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
PricewaterhouseCoopers LLP
Address
300 Madison Avenue, New York, NY 10017
Preparer
Laura J Parello
Phone
6464713000
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Lines 12A & 12B

“Each of the three health and welfare plans are audited by independent auditors annually. As part of each plans' audit, the organization's financial position is audited, however, an audit opinion is not separately issued.”

Collectively Bargained Aggrement

“This VEBA is established under a collectively bargained plan. Pursuant to the Tax Reform Act of 1986, this fund is generally released from the limitations of IRC Section 419A and Section 512(a)(3)(E). For employees covered under the collective bargaining agreement, the filing VEBA does not have contributions to the fund that exceed the account limit and is therefore not subject to unrelated business income tax on such earnings. The portion of the VEBA attributed to any employees not covered by the collective bargaining agreement is subject to unrelated business income tax and is reported accordingly on Form 990-T.”

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.

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IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/FeesForServicesLegalGrp/TotalAmt00
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IRS990/FeesForServicesManagementGrp/TotalAmt00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt042748
IRS990/ForeignActivitiesInd0false
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IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.0
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt063707
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0190103845
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0188766563
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH OF THE THREE HEALTH AND WELFARE PLANS ARE AUDITED BY INDEPENDENT AUDITORS ANNUALLY. AS PART OF EACH PLANS' AUDIT, THE ORGANIZATION'S FINANCIAL POSITION IS AUDITED, HOWEVER, AN AUDIT OPINION IS NOT SEPARATELY ISSUED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BECAUSE BAE SYSTEMS FUNDED RETIREE BENEFIT TRUST IS A VEBA, IT DOES NOT HAVE A GOVERNING BODY OF ITS OWN. THE GOVERNING BODY OF BAE SYSTEMS, INC. HAS A COMMITTEE WHICH RELATES TO ITS VEBAS. THIS COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BAE SYSTEMS, INC. GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WAS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. THE PLAN SPONSOR, BAE SYSTEMS' MANAGEMENT TEAM WITH OVERSIGHT RESPONSIBILITY OVER THE VEBA, PERFORMED A REVIEW OF FORM 990 BEFORE IT WAS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE VEBA DOES NOT MAKE ITS GOVERNING DOCUMENTS OR INTERNAL FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4This VEBA is established under a collectively bargained plan. Pursuant to the Tax Reform Act of 1986, this fund is generally released from the limitations of IRC Section 419A and Section 512(a)(3)(E). For employees covered under the collective bargaining agreement, the filing VEBA does not have contributions to the fund that exceed the account limit and is therefore not subject to unrelated business income tax on such earnings. The portion of the VEBA attributed to any employees not covered by the collective bargaining agreement is subject to unrelated business income tax and is reported accordingly on Form 990-T.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINES 12A & 12B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4COLLECTIVELY BARGAINED AGGREMENT
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0046957993
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0DEFENSE CONTR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BAE SYSTEMS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01101 WILSON BLVD STE 2000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ARLINGTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd022209
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0190103845
IRS990/TotalAssetsEOYAmt0188766563
IRS990/TotalAssetsGrp/BOYAmt0190103845
IRS990/TotalAssetsGrp/EOYAmt0188766563
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt016430050
IRS990/TotalGrossUBIAmt09321738
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0190103845
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0188766563
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01511191
IRS990/TotalReportableCompFromOrgAmt063707
IRS990/TotalRevenueGrp/ExclusionAmt010226357
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01514182
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021062277
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt09321738
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0190103845
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0188766563
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01101 Wilson Boulevard
IRS990/USAddress/CityNm0Arlington
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022209
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0D SCOTT HOWAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN ADMIN CMT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAE Systems Funded Retiree Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0BAES
ReturnHeader/Filer/EIN0046957993
ReturnHeader/Filer/InCareOfNm0% DOHI SHIN BAE SYSTEMS INC
ReturnHeader/Filer/PhoneNum07033126100
ReturnHeader/Filer/USAddress/AddressLine1Txt01101 Wilson Boulveard Suite 2000
ReturnHeader/Filer/USAddress/CityNm0Arlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09B486389694DC1413C92F68338A8BF44D4D3C6AC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0061919171EF570F7EF91D6556883685BED3C11EB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013049920173185000022
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 Madison Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum06464713000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA J PARELLO
ReturnHeader/ReturnTs02017-11-14T10:26:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$188,766,563
Liabilities
$0
Net assets
$188,766,563
Revenue
$21,062,277
Expenses
$16,430,050
Net income
$4,632,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$157$0.00$157$7.43$11.4$3.99
2023Detailed filing. Detailed filing data is available for this year.$162$0.00$162$6.20$12.1$5.90
2022Detailed filing. Detailed filing data is available for this year.$165$0.00$165$11.8$13.5$25.4
2021Detailed filing. Detailed filing data is available for this year.$206$0.00$206$16.9$14.6$2.36
2020Detailed filing. Detailed filing data is available for this year.$211$0.00$211$11.5$11.6$0.10
2019Detailed filing. Detailed filing data is available for this year.$214$0.00$214$15.4$12.0$3.40
2018Detailed filing. Detailed filing data is available for this year.$183$0.00$183$15.9$17.0$1.03
2017Detailed filing. Detailed filing data is available for this year.$208$0.00$208$22.9$13.1$9.75
2016Detailed filing. Detailed filing data is available for this year.$189$0.00$189$21.1$16.4$4.63
2015Summary only. Only limited summary data is available for this year.$190$0.00$190$24.4$14.9$9.54
2014Summary only. Only limited summary data is available for this year.$194$0.00$194$21.9$13.7$8.21
2013Summary only. Only limited summary data is available for this year.$183$0.00$183$23.3$15.4$7.93
2012Summary only. Only limited summary data is available for this year.$157$0.00$157$20.2$22.1$1.98
2011Summary only. Only limited summary data is available for this year.$147$0.00$147$27.2$26.9$0.33
2010Summary only. Only limited summary data is available for this year.$146$0.00$146$36.5$21.0$15.5