Civic Intelligence

The Procter & Gamble Benefit Plan Trust

990 • Fiscal year 2020 • EIN 31-1018491

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 21, 2020

Organization ProfileN/A
Two Procter Gamble PlazaCincinnati, OH 45202

(513) 983-7777

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

35th percentile

0.2%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

31st percentile

3.4%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-2.4%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$79,415,790

Up $2,596,958 (+3.4%) from 2019

Net Assets

Up

$79,402,860

Up $2,749,875 (+3.6%) from 2019

Liabilities

Down

$12,930

Down $152,917 (-92%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin35th percentile

Revenue

Down

$87,358,038

Down $2,168,025 (-2.4%) from 2019

Expenses

Up

$87,182,087

Up $2,241,116 (+2.6%) from 2019

Net Income

Down

$175,951

Down $4,409,141 (-96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$150M$100M$50M$0Assets 2011: $89,067,695Liabilities 2011: $322,078Net Assets 2011: $88,745,6172011Assets 2012: $100,961,016Liabilities 2012: $1,440,745Net Assets 2012: $99,520,2712012Assets 2013: $55,342,832Liabilities 2013: $0Net Assets 2013: $55,342,8322013Assets 2014: $59,844,334Liabilities 2014: $156,910Net Assets 2014: $59,687,4242014Assets 2015: $60,120,461Liabilities 2015: $549,372Net Assets 2015: $59,571,0892015Assets 2016: $61,487,402Liabilities 2016: $76,557Net Assets 2016: $61,410,8452016Assets 2017: $70,861,554Liabilities 2017: $16,743Net Assets 2017: $70,844,8112017Assets 2018: $73,145,936Liabilities 2018: $208,387Net Assets 2018: $72,937,5492018Assets 2019: $76,818,832Liabilities 2019: $165,847Net Assets 2019: $76,652,9852019Assets 2020: $79,415,790Liabilities 2020: $12,930Net Assets 2020: $79,402,8602020Assets 2021: $71,483,601Liabilities 2021: $0Net Assets 2021: $71,483,6012021Assets 2022: $69,184,153Liabilities 2022: $28,723Net Assets 2022: $69,155,4302022

Highlighted filing

2020

Assets$79,415,790
Liabilities$12,930
Net Assets$79,402,860
Open 2020 Filing

Operations Trend

Revenue Growth39th percentile

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

$600M$400M$200M$0-$200MExpenses 2011: $546,682,1042011Expenses 2012: $565,687,4002012Expenses 2013: $95,562,1322013Revenue 2014: $58,454,006Expenses 2014: $55,627,733Net Income 2014: $2,826,2732014Revenue 2015: $61,483,717Expenses 2015: $61,935,270Net Income 2015: -$451,5532015Revenue 2016: $80,028,791Expenses 2016: $79,072,394Net Income 2016: $956,3972016Revenue 2017: $84,886,809Expenses 2017: $76,844,348Net Income 2017: $8,042,4612017Revenue 2018: $85,364,085Expenses 2018: $83,281,685Net Income 2018: $2,082,4002018Revenue 2019: $89,526,063Expenses 2019: $84,940,971Net Income 2019: $4,585,0922019Revenue 2020: $87,358,038Expenses 2020: $87,182,087Net Income 2020: $175,9512020Revenue 2021: $99,051,599Expenses 2021: $99,271,167Net Income 2021: -$219,5682021Revenue 2022: $97,679,425Expenses 2022: $99,408,042Net Income 2022: -$1,728,6172022

Highlighted filing

2020

Revenue$87,358,038
Expenses$87,182,087
Net Income$175,951
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 21, 2020
Return Version
2019v5.1
Gross Receipts
$106,774,158
Mission and Program Overview

Mission

To provide certain welfare benefits for the u.s. Procter & gamble company employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$76,652,985$79,402,860▲ $2,749,875
Investments in Publicly Traded Securities$47,234,882$48,212,489▲ $977,607
Savings and Temporary Cash Investments$23,977,437$24,997,403▲ $1,019,966
Accounts Receivable$5,456,513$6,055,898▲ $599,385
Prepaid Expenses and Deferred Charges$150,000$150,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$76,818,832$79,415,790▲ $2,596,958
Liabilities
Accounts Payable and Accrued Expenses$165,847$12,930▼ $152,917
Total Liabilities$165,847$12,930▼ $152,917
Net Assets / Fund Balance
Total Net Assets Fund Balance$76,652,985$79,402,860▲ $2,749,875
Total Liabilities and Net Assets / Fund Balance$76,818,832$79,415,790▲ $2,596,958
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Kevin WhithamChairperson, Trustee
Colleen HelkerTrustee
Matt JanzaurkTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Healthcare Insurance CompanyClaims Processing5901 LINCOLN DRIVE, Minneapolis, MN 55436$24,887,878
Cigna Health And Life Insurance CompanyClaims Processing900 COTTAGE GROVE RD, Bloomfield, CT 06002$1,391,886
Cigna Health And Life Insurance CompanyAdministration Svcs.900 COTTAGE GROVE RD, Bloomfield, CT 06002$1,080,250
Best DoctorsClaims Processing60 STATE STREET SUITE 600, Boston, MA 02109$638,234
Genex Services LLCClaims Processing1329 E KEMPER RD 4218, Springdale, OH 45246$577,491
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$86,900,142
Investment Income
$457,896
Other Revenue
$0
Change in Net Assets
$175,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,790,613
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---$66,391,474
Other Expenses---$323,030
Total Functional Expenses$0$0$0$87,182,087
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Governing body delegates day to day management responsibilities to the vice president global treasury for the procter & gamble company.”

Form 990, Part VI, Section A, Line 7A

“The procter & gamble company board of directors delegated the trustee appointment authority to the treasurer of the procter & gamble company, who in turn appointed the procter & gamble investment committee as the trustee.”

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

“The veba trust has no committees.”

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

“Upon completion, the financial managers review and approve the form 990, and the return is presented to the trustees for final review and approval before filing.”

Form 990, Part VI, Section B, Line 12C

“All employees, if any, and trustees are required to take periodical training regarding the conflict of interest policy. They are reminded of their continuing responsibility to observe the policy and disclose any possible conflicts of interest. All employees, if any, and trustees are responsible for assessing possible conflicts of interest, recommending appropriate actions to resolve or eliminate any conflicts of interest, ensuring appropriate levels of management are aware of the possible conflict, monitoring any previously identified conflicts of interest and following up on any new conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are posted on the procter & gamble internal websites. The documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Procter & Gamble Benefit Plan
EIN
31-1018491
Phone
5139837777
Address
TWO PROCTER GAMBLE PLAZA, CINCINNATI, OH 45202

Signing Officer

Name
Kevin Whitham
Title
Trustee
Phone
5139837777
Signed
2020-12-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Whitham
Formed
1981
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
1100 WALNUT STREET SUITE 3300, KANSAS CITY, MO 64106
Preparer
Elizabeth Wiltfong
Phone
8164746180
Raw XML Appendix362 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/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3BEST DOCTORS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4GENEX SERVICES LLC
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt020790613
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt086900142
IRS990/CYRevenuesLessExpensesAmt0175951
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/DescribedInSection501c3Ind00
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IRS990/EmployeeCnt00
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IRS990/FederalGrantAuditRequiredInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1MATT JANZAURK
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
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IRS990/FSAuditedInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/OtherExpensesGrp/Desc1PREMIUM EXPENSES
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOVERNING BODY DELEGATES DAY TO DAY MANAGEMENT RESPONSIBILITIES TO THE VICE PRESIDENT GLOBAL TREASURY FOR THE PROCTER & GAMBLE COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PROCTER & GAMBLE COMPANY BOARD OF DIRECTORS DELEGATED THE TRUSTEE APPOINTMENT AUTHORITY TO THE TREASURER OF THE PROCTER & GAMBLE COMPANY, WHO IN TURN APPOINTED THE PROCTER & GAMBLE INVESTMENT COMMITTEE AS THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VEBA TRUST HAS NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON COMPLETION, THE FINANCIAL MANAGERS REVIEW AND APPROVE THE FORM 990, AND THE RETURN IS PRESENTED TO THE TRUSTEES FOR FINAL REVIEW AND APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL EMPLOYEES, IF ANY, AND TRUSTEES ARE REQUIRED TO TAKE PERIODICAL TRAINING REGARDING THE CONFLICT OF INTEREST POLICY. THEY ARE REMINDED OF THEIR CONTINUING RESPONSIBILITY TO OBSERVE THE POLICY AND DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST. ALL EMPLOYEES, IF ANY, AND TRUSTEES ARE RESPONSIBLE FOR ASSESSING POSSIBLE CONFLICTS OF INTEREST, RECOMMENDING APPROPRIATE ACTIONS TO RESOLVE OR ELIMINATE ANY CONFLICTS OF INTEREST, ENSURING APPROPRIATE LEVELS OF MANAGEMENT ARE AWARE OF THE POSSIBLE CONFLICT, MONITORING ANY PREVIOUSLY IDENTIFIED CONFLICTS OF INTEREST AND FOLLOWING UP ON ANY NEW CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON THE PROCTER & GAMBLE INTERNAL WEBSITES. THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0310411980
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONSUMER PRODUCTS, MANUFACTURING AND DISTRIBUTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PROCTER & GAMBLE COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01 PG PLAZA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd045202
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE PROCTER & GAMBLE RETIREE BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE GILLETTE COMPANY EMPLOYEE BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0311383353
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1223055220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDED RETIREE MEDICAL BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDED HEALTH, LIFE AND DISABILITY BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0TWO PROCTER GAMBLE PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1TWO PROCTER GAMBLE PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CINCINNATI
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd145202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt076818832
IRS990/TotalAssetsEOYAmt079415790
IRS990/TotalAssetsGrp/BOYAmt076818832
IRS990/TotalAssetsGrp/EOYAmt079415790
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt087182087
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0165847
IRS990/TotalLiabilitiesEOYAmt012930
IRS990/TotalLiabilitiesGrp/BOYAmt0165847
IRS990/TotalLiabilitiesGrp/EOYAmt012930
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt076652985
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt079402860
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt087182087
IRS990/TotalProgramServiceRevenueAmt086900142
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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt087358038
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt087358038
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt076818832
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt079415790
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 PG PLAZA
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045202
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN WHITHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05139837777
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PROCTER & GAMBLE BENEFIT PLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PROC
ReturnHeader/Filer/EIN0311018491
ReturnHeader/Filer/PhoneNum05139837777
ReturnHeader/Filer/USAddress/AddressLine1Txt0TWO PROCTER GAMBLE PLAZA
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0124.123.164.28
ReturnHeader/FilingSecurityInformation/IPDt02020-12-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm001:43:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 WALNUT STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064106
ReturnHeader/PreparerPersonGrp/PhoneNum08164746180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH WILTFONG
ReturnHeader/ReturnTs02020-12-21T04:35:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
$79,415,790
Liabilities
$12,930
Net assets
$79,402,860
Revenue
$87,358,038
Expenses
$87,182,087
Net income
$175,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$0.03$69.2$97.7$99.4$1.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.5$0.00$71.5$99.1$99.3$0.22
2020Detailed filing. Detailed filing data is available for this year.$79.4$0.01$79.4$87.4$87.2$0.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.8$0.17$76.7$89.5$84.9$4.59
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.1$0.21$72.9$85.4$83.3$2.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.9$0.02$70.8$84.9$76.8$8.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.5$0.08$61.4$80.0$79.1$0.96
2015Detailed filing. Detailed filing data is available for this year.$60.1$0.55$59.6$61.5$61.9$0.45
2014Detailed filing. Detailed filing data is available for this year.$59.8$0.16$59.7$58.5$55.6$2.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.3$0.00$55.3$95.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$1.44$99.5$566
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.1$0.32$88.7$547