Civic Intelligence

Kettler Health Care Plan

EIN 27-6217765 • 501(c)9 • Mclean, VA

Profile

To provide benefits to its employees under various welfare benefit plans.

8255 Greensboro Drive 200Mclean, VA 22102

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.03x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.01x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

50th percentile

1.4%

Higher net margin than 50% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$6,675

Higher top officer pay than 60% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

47th percentile

4.8%

Faster asset growth than 47% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

2.0%

Faster revenue growth than 39% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$1,708,651

Up $78,297 (+4.8%) from 2023

Liabilities

Up

$48,475

Up $2,050 (+4.4%) from 2023

Net Assets

Up

$1,660,176

Up $76,247 (+4.8%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin50th percentile

Revenue

Up

$5,322,066

Up $105,999 (+2.0%) from 2023

Expenses

Up

$5,245,819

Up $505,010 (+11%) from 2023

Net Income

Down

$76,247

Down $399,011 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $757,043Liabilities 2011: $45,175Net Assets 2011: $711,8682011Assets 2012: $311,802Liabilities 2012: $36,450Net Assets 2012: $275,3522012Assets 2013: $350,623Liabilities 2013: $5,804Net Assets 2013: $344,8192013Assets 2014: $227,762Liabilities 2014: $5,785Net Assets 2014: $221,9772014Assets 2015: $1,138,287Liabilities 2015: $9,006Net Assets 2015: $1,129,2812015Assets 2016: $2,641,500Liabilities 2016: $13,463Net Assets 2016: $2,628,0372016Assets 2017: $3,430,426Liabilities 2017: $48,605Net Assets 2017: $3,381,8212017Assets 2018: $2,192,858Liabilities 2018: $23,829Net Assets 2018: $2,169,0292018Assets 2019: $1,654,459Liabilities 2019: $51,170Net Assets 2019: $1,603,2892019Assets 2020: $2,634,397Liabilities 2020: $40,855Net Assets 2020: $2,593,5422020Assets 2021: $1,454,003Liabilities 2021: $41,555Net Assets 2021: $1,412,4482021Assets 2022: $1,134,556Liabilities 2022: $25,885Net Assets 2022: $1,108,6712022Assets 2023: $1,630,354Liabilities 2023: $46,425Net Assets 2023: $1,583,9292023Assets 2024: $1,708,651Liabilities 2024: $48,475Net Assets 2024: $1,660,1762024

Highlighted filing

2024

Assets$1,708,651
Liabilities$48,475
Net Assets$1,660,176
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $3,139,2652011Expenses 2012: $3,381,6902012Revenue 2013: $4,971,124Expenses 2013: $4,901,657Net Income 2013: $69,4672013Revenue 2014: $6,687,517Expenses 2014: $6,810,359Net Income 2014: -$122,8422014Revenue 2015: $6,355,197Expenses 2015: $5,447,893Net Income 2015: $907,3042015Revenue 2016: $6,771,416Expenses 2016: $5,272,660Net Income 2016: $1,498,7562016Revenue 2017: $7,501,750Expenses 2017: $6,747,966Net Income 2017: $753,7842017Revenue 2018: $7,285,430Expenses 2018: $8,498,222Net Income 2018: -$1,212,7922018Revenue 2019: $5,442,234Expenses 2019: $6,007,975Net Income 2019: -$565,7412019Revenue 2020: $6,009,676Expenses 2020: $5,019,423Net Income 2020: $990,2532020Revenue 2021: $4,751,827Expenses 2021: $5,932,921Net Income 2021: -$1,181,0942021Revenue 2022: $4,222,773Expenses 2022: $4,526,550Net Income 2022: -$303,7772022Revenue 2023: $5,216,067Expenses 2023: $4,740,809Net Income 2023: $475,2582023Revenue 2024: $5,322,066Expenses 2024: $5,245,819Net Income 2024: $76,2472024

Highlighted filing

2024

Revenue$5,322,066
Expenses$5,245,819
Net Income$76,247
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,708,651
Liabilities
$48,475
Net assets
$1,660,176
Revenue
$5,322,066
Expenses
$5,245,819
Net income
$76,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.05$1.66$5.32$5.25$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.05$1.58$5.22$4.74$0.48
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.03$1.11$4.22$4.53$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.04$1.41$4.75$5.93$1.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.04$2.59$6.01$5.02$0.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.05$1.60$5.44$6.01$0.57
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.02$2.17$7.29$8.50$1.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.05$3.38$7.50$6.75$0.75
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.01$2.63$6.77$5.27$1.50
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.01$1.13$6.36$5.45$0.91
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.22$6.69$6.81$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.34$4.97$4.90$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.04$0.28$3.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.05$0.71$3.14
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$4,222,773
Mission and Program Overview

Mission

To provide benefits to its employees under various welfare benefit plans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,238,697$880,426▼ $358,271
Total Assets$1,454,003$1,134,556▼ $319,447
Other Assets Total$215,306$254,130▲ $38,824
Liabilities
Accounts Payable and Accrued Expenses$41,555$25,885▼ $15,670
Total Liabilities$41,555$25,885▼ $15,670
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,412,448$1,108,671▼ $303,777
Total Net Assets Fund Balance$1,412,448$1,108,671▼ $303,777
Total Liabilities and Net Assets / Fund Balance$1,454,003$1,134,556▼ $319,447

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$129,089--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
-Directed Trustee$5,000$5,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,212,394
Investment Income
$10,379
Other Revenue
$0
Change in Net Assets
$-303,777

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,222,773
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,222,773
Total Revenue per Form 990
$4,222,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,521,550
Salaries, Compensation, and Employee Benefits$5,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$202,346
Current Officers, Directors, Trustees, and Key Employees---$5,000
Total Functional Expenses$0$0$0$4,526,550

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,526,550
Total Expenses per Audited Statements$4,526,550
Total Expenses per Form 990$4,526,550
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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, Line 8A

“The plan does not have committees.”

Form 990, Part VI, Section A, Line 8B

“The plan does not have committees.”

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

“A copy of the form 990 is made available to the trustee.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Kettler Health Care Plan
EIN
27-6217765
Phone
3016419000
Address
8255 GREENSBORO DRIVE 200, MCLEAN, VA 22102

Signing Officer

Name
Jeffrey Williams
Title
Plan Administrator
Phone
3016419000
Signed
2023-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Williams
Formed
2008
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
7501 WISCONSIN AVENUE SUITE 400E, BETHESDA, MD 20814
Preparer
Lori Rothe Yokobosky CPA
Phone
3016529100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“By letter dated may 25, 2010, the internal revenue service determined that the plan's trust is qualified and exempt from federal income taxes under sections 501(a) and 501(c)(9) of the internal revenue code. Therefore, no provision for income taxes has been included in the plan's financial statements. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by a government authority. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix335 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt041555
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025885
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE BENEFITS TO ITS EMPLOYEES UNDER VARIOUS WELFARE BENEFIT PLANS.
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROY BEACH
IRS990/BooksInCareOfDetail/PhoneNum07038525701
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08255 GREENSBORO DRIVE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0MCLEAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022102
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt05000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt010379
IRS990/CYOtherExpensesAmt04521550
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04212394
IRS990/CYRevenuesLessExpensesAmt0-303777
IRS990/CYSalariesCompEmpBnftPaidAmt05000
IRS990/CYTotalExpensesAmt04526550
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04222773
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED HEALTH CARE BENEFITS TO OVER 700 EMPLOYEES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PRINCIPAL BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTED TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04222773
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010379
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt010379
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO PROVIDE BENEFITS TO ITS EMPLOYEES UNDER VARIOUS WELFARE BENEFIT PLANS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01412448
IRS990/NetAssetsOrFundBalancesEOYAmt01108671
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01412448
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01108671
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0215306
IRS990/OtherAssetsTotalGrp/EOYAmt0254130
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EMPLOYEE CLAIM EXPENSE
IRS990/OtherExpensesGrp/Desc1INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE EXPENSE
IRS990/OtherExpensesGrp/TotalAmt03092058
IRS990/OtherExpensesGrp/TotalAmt11227146
IRS990/OtherExpensesGrp/TotalAmt2202346
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY WILLIAMS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02382281
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11830113
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02382281
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11830113
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0194
IRS990/PYOtherExpensesAmt05926216
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04751633
IRS990/PYRevenuesLessExpensesAmt0-1181094
IRS990/PYSalariesCompEmpBnftPaidAmt06705
IRS990/PYTotalExpensesAmt05932921
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04751827
IRS990/ReconcilationRevenueExpnssAmt0-303777
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01238697
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0880426
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04526550
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0125041
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1129089
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CLAIMS RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM PLAN SPONSOR
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04222773
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BY LETTER DATED MAY 25, 2010, THE INTERNAL REVENUE SERVICE DETERMINED THAT THE PLAN'S TRUST IS QUALIFIED AND EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTIONS 501(A) AND 501(C)(9) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0254130
IRS990ScheduleD/TotalExpensesPerForm990Amt04526550
IRS990ScheduleD/TotalRevenuePerForm990Amt04222773
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04222773
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04526550
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0KETTLER INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1KETTLER MANAGEMENT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2KETTLER ENTERPRISES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3KMB REALTY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt08225 GREENSBORO DRIVE 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt18225 GREENSBORO DRIVE 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt28225 GREENSBORO DRIVE 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt38225 GREENSBORO DRIVE 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MCLEAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1MCLEAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2MCLEAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm3MCLEAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd3VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd022102
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd122102
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd222102
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd322102
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1VA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0MCLEAN EASTON LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1AMERICAN COMMERCIAL FUELING LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt08225 GREENSBORO DRIVE 200
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt18225 GREENSBORO DRIVE 200
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0MCLEAN
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1MCLEAN
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1VA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd022102
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd122102
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01454003
IRS990/TotalAssetsEOYAmt01134556
IRS990/TotalAssetsGrp/BOYAmt01454003
IRS990/TotalAssetsGrp/EOYAmt01134556
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04526550
IRS990/TotalGrossUBIAmt010379
IRS990/TotalLiabilitiesBOYAmt041555
IRS990/TotalLiabilitiesEOYAmt025885
IRS990/TotalLiabilitiesGrp/BOYAmt041555
IRS990/TotalLiabilitiesGrp/EOYAmt025885
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01412448
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01108671
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04212394
IRS990/TotalReportableCompFromOrgAmt05000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04212394
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04222773
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt010379
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01454003
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01134556
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08255 GREENSBORO DRIVE 200
IRS990/USAddress/CityNm0MCLEAN
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022102
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03016419000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KETTLER HEALTH CARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0KETT
ReturnHeader/Filer/EIN0276217765
ReturnHeader/Filer/PhoneNum03016419000
ReturnHeader/Filer/USAddress/AddressLine1Txt08255 GREENSBORO DRIVE 200
ReturnHeader/Filer/USAddress/CityNm0MCLEAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 400E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum03016529100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI ROTHE YOKOBOSKY CPA
ReturnHeader/ReturnTs02023-11-08T11:13:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $5M-$10M nonprofits