Civic Intelligence

Bae Systems Funded Retiree Benefit Trust

990 • Fiscal year 2017 • EIN 04-6957993

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A

View Organization Page

1101 Wilson Boulevard 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.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Net Margin

91st percentile

43%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$71,123

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Asset Growth

55th percentile

10%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.7%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$207,692,665

Up $18,926,102 (+10%) from 2016

Net Assets

Up

$207,692,665

Up $18,926,102 (+10%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin91st percentile

Revenue

Up

$22,886,844

Up $1,824,567 (+8.7%) from 2016

Expenses

Down

$13,134,862

Down $3,295,188 (-20%) from 2016

Net Income

Up

$9,751,982

Up $5,119,755 (+111%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2017

Assets$207,692,665
Liabilities$0
Net Assets$207,692,665
Open 2017 Filing

Operations Trend

Revenue Growth60th 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

2017

Revenue$22,886,844
Expenses$13,134,862
Net Income$9,751,982
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$22,886,844
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$188,766,563$207,692,665▲ $18,926,102
Rtn Earn Endowment Incm Other Fnds$188,766,563$207,692,665▲ $18,926,102
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$188,766,563$207,692,665▲ $18,926,102
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$188,766,563$207,692,665▲ $18,926,102
Total Liabilities and Net Assets / Fund Balance$188,766,563$207,692,665▲ $18,926,102
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jp Morgan Chase Bank NaTrusteePT$71,123$71,123

Highest Paid Contractors

ContractorServicesLocationCompensation
Alight Solutions LLCActuarial/admin SvcsPO BOX 95135, Chicago, IL 60694-5135$245,371
Aon Consulting INCActuarial Services29695 NETWORK PLACE, Chicago, IL 60673-1296$171,721
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,089,055
Investment Income
$20,797,789
Other Revenue
$0
Change in Net Assets
$9,751,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,904,184
Salaries, Compensation, and Employee Benefits$71,123
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$9,159,555--$9,159,555
Other Expenses-$538,730-$538,730
Current Officers, Directors, Trustees, and Key Employees-$71,123-$71,123
Fees for Service Investment Mgmnt Fees-$42,867-$42,867
Total Functional Expenses$9,159,555$3,975,307$0$13,134,862
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 Boulevard Suite 2000, Arlington, VA 22209

Signing Officer

Name
D Scott Howat
Title
Chairman Admin CMT
Phone
7033126100
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D Scott Howat
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

“The trust's financial holdings consists of three health and welfare plans that are separately audited by independent auditors by plan. Three audit opinions are issued which cover the trust's financial position. A single audit opinion is not issued for the trust.”

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 Appendix399 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/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019548095
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IRS990/PYOtherExpensesAmt04797918
IRS990/PYOtherRevenueAmt02991
IRS990/PYProgramServiceRevenueAmt01511191
IRS990/PYRevenuesLessExpensesAmt04632227
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
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IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST'S FINANCIAL HOLDINGS CONSISTS OF THREE HEALTH AND WELFARE PLANS THAT ARE SEPARATELY AUDITED BY INDEPENDENT AUDITORS BY PLAN. THREE AUDIT OPINIONS ARE ISSUED WHICH COVER THE TRUST'S FINANCIAL POSITION. A SINGLE AUDIT OPINION IS NOT ISSUED FOR THE TRUST.
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
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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/TransactionsRelatedOrgGrp/InvolvedAmt0720134
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11610718
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0BOOK
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1BOOK
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BAE SYSTEMS INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1BAE SYSTEMS INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
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
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03975307
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09159555
IRS990/TotalFunctionalExpensesGrp/TotalAmt013134862
IRS990/TotalGrossUBIAmt09177250
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0188766563
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0207692665
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt09159555
IRS990/TotalProgramServiceRevenueAmt02089055
IRS990/TotalReportableCompFromOrgAmt071123
IRS990/TotalRevenueGrp/ExclusionAmt011620539
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02089055
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022886844
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt09177250
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0207692665
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
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IRS990/USAddress/ZIPCd022209
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0D SCOTT HOWAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN ADMIN CMT
ReturnHeader/BusinessOfficerGrp/PhoneNum07033126100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
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 Boulevard Suite 2000
ReturnHeader/Filer/USAddress/CityNm0Arlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F424FC23ADB57CF957A20618B0087B27F5683B37
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0618ACE5A638F5610B23A87A01F7C418F45FC2D61
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013049920183175000044
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.32
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/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA J PARELLO
ReturnHeader/ReturnTs02018-11-13T15:24:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$207,692,665
Liabilities
$0
Net assets
$207,692,665
Revenue
$22,886,844
Expenses
$13,134,862
Net income
$9,751,982
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