Civic Intelligence

Dominion Resources Services Inc Retiree Medical Welfare Trust

990 • Fiscal year 2020 • EIN 26-0016346

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A
120 Tredegar StreetRichmond, VA 23219

(804) 819-2000

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.00x

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

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

8th percentile

-40%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$81,998

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

17th percentile

-2.8%

Faster asset growth than 17% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-8.6%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$51,951,578

Down $1,476,492 (-2.8%) from 2019

Net Assets

Down

$51,951,578

Down $1,473,840 (-2.8%) from 2019

Liabilities

Down

$0

Down $2,652 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin8th percentile

Revenue

Down

$3,929,345

Down $370,337 (-8.6%) from 2019

Expenses

Up

$5,518,316

Up $933,675 (+20%) from 2019

Net Income

Down

-$1,588,971

Down $1,304,012 (-458%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$60M$40M$20M$0Assets 2012: $57,671,059Liabilities 2012: $676,955Net Assets 2012: $56,994,1042012Assets 2013: $55,614,985Liabilities 2013: $1,935,606Net Assets 2013: $53,679,3792013Assets 2014: $50,546,176Liabilities 2014: $0Net Assets 2014: $50,546,1762014Assets 2015: $48,822,163Liabilities 2015: $10,375Net Assets 2015: $48,811,7882015Assets 2016: $45,432,826Liabilities 2016: $1,198Net Assets 2016: $45,431,6282016Assets 2017: $51,596,414Liabilities 2017: $0Net Assets 2017: $51,596,4142017Assets 2018: $53,317,383Liabilities 2018: $2,611Net Assets 2018: $53,314,7722018Assets 2019: $53,428,070Liabilities 2019: $2,652Net Assets 2019: $53,425,4182019Assets 2020: $51,951,578Liabilities 2020: $0Net Assets 2020: $51,951,5782020Assets 2021: $55,937,924Liabilities 2021: $26,392Net Assets 2021: $55,911,5322021Assets 2022: $53,249,606Liabilities 2022: $8,268Net Assets 2022: $53,241,3382022Assets 2023: $49,779,238Liabilities 2023: $0Net Assets 2023: $49,779,2382023Assets 2024: $57,548,945Liabilities 2024: $0Net Assets 2024: $57,548,9452024

Highlighted filing

2020

Assets$51,951,578
Liabilities$0
Net Assets$51,951,578
Open 2020 Filing

Operations Trend

Revenue Growth26th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2012: $8,493,2652012Revenue 2013: $7,114,367Expenses 2013: $9,029,243Net Income 2013: -$1,914,8762013Revenue 2014: $6,004,348Expenses 2014: $8,362,448Net Income 2014: -$2,358,1002014Revenue 2015: $5,297,721Expenses 2015: $6,933,459Net Income 2015: -$1,635,7382015Revenue 2016: $3,555,525Expenses 2016: $6,828,110Net Income 2016: -$3,272,5852016Revenue 2017: $12,995,783Expenses 2017: $6,562,318Net Income 2017: $6,433,4652017Revenue 2018: $7,820,190Expenses 2018: $6,204,878Net Income 2018: $1,615,3122018Revenue 2019: $4,299,682Expenses 2019: $4,584,641Net Income 2019: -$284,9592019Revenue 2020: $3,929,345Expenses 2020: $5,518,316Net Income 2020: -$1,588,9712020Revenue 2021: $12,483,648Expenses 2021: $9,623,319Net Income 2021: $2,860,3292021Revenue 2022: $3,025,126Expenses 2022: $6,084,655Net Income 2022: -$3,059,5292022Revenue 2023: $1,632,904Expenses 2023: $5,346,473Net Income 2023: -$3,713,5692023Revenue 2024: $9,779,631Expenses 2024: $3,302,147Net Income 2024: $6,477,4842024

Highlighted filing

2020

Revenue$3,929,345
Expenses$5,518,316
Net Income-$1,588,971
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$11,645,374
Mission and Program Overview

Mission

Provision of benefits to eligible members.

Provision of benefits to eligible members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$53,425,418$51,951,578▼ $1,473,840
Investments Other Securities$52,889,676$50,751,976▼ $2,137,700
Savings and Temporary Cash Investments$522,612$1,189,196▲ $666,584
Accounts Receivable$15,782$10,406▼ $5,376
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$53,428,070$51,951,578▼ $1,476,492
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,652$0▼ $2,652
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$2,652$0▼ $2,652
Net Assets / Fund Balance
Total Net Assets Fund Balance$53,425,418$51,951,578▼ $1,473,840
Total Liabilities and Net Assets / Fund Balance$53,428,070$51,951,578▼ $1,476,492

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,255,499--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
Keybank National AssociationTRUSTEE (See Schedule O)$81,998$81,998
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,096,993
Other Revenue
$832,352
Change in Net Assets
$-1,588,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,027,695
Salaries, Compensation, and Employee Benefits$81,998
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,408,623
Fees for Service Investment Mgmnt Fees---$114,565
Current Officers, Directors, Trustees, and Key Employees---$81,998
Fees for Services Accounting---$36,006
Fees for Services Other---$30,695
Other Expenses---$21,576
All Other Expenses---$11,368
Fees for Services Legal---$123
Total Functional Expenses$0$0$0$5,518,316
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Lines 1A & 1B

“Keybank national association served as the sole directed trustee of this trust. The plan sponsor is dominion energy, inc. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such, the veba does not have a governing body that exercises discretion.”

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Sections A & B, Lines 8, 12-15

“These questions are not applicable to the trust. Additionally, the trust does not have any employees, therefore, no processes related to employee compensation are in place.”

Form 990, Part VI, Section C, Line 19

“As a 501(c)(9) organization the trust is not required to make the documents referenced in question 19 available to the general public.”

Form 990, Part VII, Section A, Line 1A Column (B)

“AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE OF THE ORGANIZATION KEYBANK NATIONAL ASSOCIATION PROVIDED ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR Dominion Resources Services, Inc. Retiree Medical Welfare Trust. THESE SERVICES REQUIRED NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH KEYBANK NATIONAL ASSOCIATION'S AGREEMENT WITH DOMINION ENERGY, INC.”

Filing and Contact Details

Filer

Filer Name
Dominion Resources Services Inc Retiree
EIN
26-0016346
In Care Of
% KEYBANK NATIONAL ASSOCIATION
Phone
8048192000
Address
120 Tredegar Street, Richmond, VA 23219

Signing Officer

Name
Liza Scott
Title
Sr. Vice President - KeyBank Truste
Phone
8048192000
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keybank National Association
Formed
1994
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Emily C Cincotta
Phone
6172662000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“The total amount of $114,892 represents a fund balance adjustment due to transfers between accounts.”

Raw XML Appendix392 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIXED INCOME SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc2OTHER ASSETS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/TotalBookValueSecuritiesAmt050751976
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEYBANK NATIONAL ASSOCIATION SERVED AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS DOMINION ENERGY, INC. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE OF THE ORGANIZATION KEYBANK NATIONAL ASSOCIATION PROVIDED ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR Dominion Resources Services, Inc. Retiree Medical Welfare Trust. THESE SERVICES REQUIRED NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH KEYBANK NATIONAL ASSOCIATION'S AGREEMENT WITH DOMINION ENERGY, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The total amount of $114,892 represents a fund balance adjustment due to transfers between accounts.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINES 1A & 1B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTIONS A & B, LINES 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1A COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0541229715
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Utilities
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Dominion Energy Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0120 Tredegar Street
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Richmond
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd023219
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt053428070
IRS990/TotalAssetsEOYAmt051951578
IRS990/TotalAssetsGrp/BOYAmt053428070
IRS990/TotalAssetsGrp/EOYAmt051951578
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05518316
IRS990/TotalGrossUBIAmt04787953
IRS990/TotalLiabilitiesBOYAmt02652
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02652
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt053425418
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt051951578
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt081998
IRS990/TotalRevenueGrp/ExclusionAmt0-858608
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03929345
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt04787953
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt053428070
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt051951578
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 PUBLIC SQUARE
IRS990/USAddress/CityNm0CLEVELAND
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044113
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Liza Scott
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sr. Vice President - KeyBank Truste
ReturnHeader/BusinessOfficerGrp/PhoneNum08048192000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dominion Resources Services Inc Retiree
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Medical Welfare Trust
ReturnHeader/Filer/BusinessNameControlTxt0DOMI
ReturnHeader/Filer/EIN0260016346
ReturnHeader/Filer/InCareOfNm0% KEYBANK NATIONAL ASSOCIATION
ReturnHeader/Filer/PhoneNum08048192000
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 Tredegar Street
ReturnHeader/Filer/USAddress/CityNm0Richmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023219
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 CLARENDON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06172662000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Emily C Cincotta
ReturnHeader/ReturnTs02021-11-15T19:52:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Liza
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Scott
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,951,578
Liabilities
$0
Net assets
$51,951,578
Revenue
$3,929,345
Expenses
$5,518,316
Net income
-$1,588,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.5$0.00$57.5$9.78$3.30$6.48
2023Detailed filing. Detailed filing data is available for this year.$49.8$0.00$49.8$1.63$5.35$3.71
2022Detailed filing. Detailed filing data is available for this year.$53.2$0.01$53.2$3.03$6.08$3.06
2021Detailed filing. Detailed filing data is available for this year.$55.9$0.03$55.9$12.5$9.62$2.86
2020Detailed filing. Detailed filing data is available for this year.$52.0$0.00$52.0$3.93$5.52$1.59
2019Detailed filing. Detailed filing data is available for this year.$53.4$0.00$53.4$4.30$4.58$0.28
2018Detailed filing. Detailed filing data is available for this year.$53.3$0.00$53.3$7.82$6.20$1.62
2017Detailed filing. Detailed filing data is available for this year.$51.6$0.00$51.6$13.0$6.56$6.43
2016Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$3.56$6.83$3.27
2015Detailed filing. Detailed filing data is available for this year.$48.8$0.01$48.8$5.30$6.93$1.64
2014Detailed filing. Detailed filing data is available for this year.$50.5$0.00$50.5$6.00$8.36$2.36
2013Detailed filing. Detailed filing data is available for this year.$55.6$1.94$53.7$7.11$9.03$1.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.7$0.68$57.0$8.49
Peer Organizations

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