Civic Intelligence

Bethesda Inc.

990 • Fiscal year 2013 • EIN 31-1108895

Jul 01, 2012 to Jun 30, 2013 • Filed on May 14, 2014

Organization ProfileWWW.BETHESDAINC.ORG

View Organization Page

619 Oak Street - Accounting 3 West45206
Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

33rd percentile

3.7%

Faster asset growth than 33% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$441,908,192

Up $15,707,822 (+3.7%) from 2012

Net Assets

Up

$440,747,146

Up $18,282,683 (+4.3%) from 2012

Liabilities

Down

$1,161,046

Down $2,574,861 (-69%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,727,056

Down $954,756 (-20%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$600M$400M$200M$0Assets 2010: $379,408,301Liabilities 2010: $6,330,981Net Assets 2010: $373,077,3202010Assets 2011: $421,797,466Liabilities 2011: $4,014,142Net Assets 2011: $417,783,3242011Assets 2012: $426,200,370Liabilities 2012: $3,735,907Net Assets 2012: $422,464,4632012Assets 2013: $441,908,192Liabilities 2013: $1,161,046Net Assets 2013: $440,747,1462013Assets 2014: $464,452,743Liabilities 2014: $2,554,884Net Assets 2014: $461,897,8592014Assets 2015: $144,210,653Liabilities 2015: $328,076Net Assets 2015: $143,882,5772015Assets 2016: $147,097,693Liabilities 2016: $1,916,729Net Assets 2016: $145,180,9642016Assets 2017: $169,172,307Liabilities 2017: $2,437,362Net Assets 2017: $166,734,9452017Assets 2018: $187,217,699Liabilities 2018: $6,996,050Net Assets 2018: $180,221,6492018Assets 2019: $188,509,934Liabilities 2019: $218,078Net Assets 2019: $188,291,8562019Assets 2020: $187,938,288Liabilities 2020: $2,593,551Net Assets 2020: $185,344,7372020Assets 2021: $223,681,263Liabilities 2021: $276,063Net Assets 2021: $223,405,2002021Assets 2022: $201,605,928Liabilities 2022: $228,524Net Assets 2022: $201,377,4042022Assets 2023: $207,595,897Liabilities 2023: $237,553Net Assets 2023: $207,358,3442023Assets 2024: $215,270,097Liabilities 2024: $105,256Net Assets 2024: $215,164,8412024

Highlighted filing

2013

Assets$441,908,192
Liabilities$1,161,046
Net Assets$440,747,146
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $856,6122010Expenses 2011: $4,023,1792011Expenses 2012: $4,681,8122012Expenses 2013: $3,727,0562013Revenue 2014: $17,631,585Expenses 2014: $3,085,726Net Income 2014: $14,545,8592014Revenue 2015: $5,589,437Expenses 2015: $2,207,038Net Income 2015: $3,382,3992015Revenue 2016: -$5,124,341Expenses 2016: $4,259,797Net Income 2016: -$9,384,1382016Revenue 2017: $16,801,673Expenses 2017: $8,793,436Net Income 2017: $8,008,2372017Revenue 2018: $13,911,898Expenses 2018: $8,932,360Net Income 2018: $4,979,5382018Revenue 2019: $5,247,379Expenses 2019: $10,994,740Net Income 2019: -$5,747,3612019Revenue 2020: $2,121,549Expenses 2020: $16,033,707Net Income 2020: -$13,912,1582020Revenue 2021: $53,259,567Expenses 2021: $14,725,379Net Income 2021: $38,534,1882021Revenue 2022: -$2,753,744Expenses 2022: $16,634,098Net Income 2022: -$19,387,8422022Revenue 2023: $1,334,320Expenses 2023: $15,766,767Net Income 2023: -$14,432,4472023Revenue 2024: $21,118,374Expenses 2024: $17,707,518Net Income 2024: $3,410,8562024

Highlighted filing

2013

Revenue-
Expenses$3,727,056
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 14, 2014
Return Version
2012v2.1
Gross Receipts
$80,778,296
Filing and Contact Details

Filer

EIN
31-1108895
Raw XML AppendixShowing 400 of 970 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY01307018
IRS990/AccountsPayableAccruedExpenses/EOY0325716
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO BE A LEADER IN CONTRIBUTING TO THE IMPROVEMENT OF HEALTH/WELL-BEING IN THE CINCINNATI COMMUNITY.
IRS990/AddressPrincipalOfficerUS/AddressLine10619 OAK STREET - ACCOUNTING 3 WEST
IRS990/AddressPrincipalOfficerUS/City0CINCINNATI
IRS990/AddressPrincipalOfficerUS/State0OH
IRS990/AddressPrincipalOfficerUS/ZIPCode045206
IRS990/AllOtherExpenses/ProgramServices0420
IRS990/AllOtherExpenses/Total0420
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY0313394
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO01
IRS990/CompensationProcessOther01
IRS990/ComplianceWithBackupWitholding01
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval01
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/ProgramServices05197
IRS990/DepreciationDepletion/Total05197
IRS990/DescribedIn501C301
IRS990/Description0SEE SCHEDULE O
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/ExcessBenefitTransaction00
IRS990/Expense03232319
IRS990/FamilyOrBusinessRelationship01
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral011500
IRS990/FeesForServicesAccounting/Total011500
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral0316167
IRS990/FeesForServicesInvstMgmntFees/Total0316167
IRS990/FeesForServicesLegal/ManagementAndGeneral0109700
IRS990/FeesForServicesLegal/Total0109700
IRS990/FeesForServicesOther/ProgramServices0212215
IRS990/FeesForServicesOther/Total0212215
IRS990/FollowSFAS1170X
IRS990/ForeignActivities01
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek111.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek121.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek131.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek141.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek151.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek161.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek171.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek181.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek191.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek201.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek2160.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek221.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek2360.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek2460.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek2560.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek260.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated00.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated10.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated33.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated40.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated50.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated60.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated73.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated80.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated90.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated101.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated110.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated120.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated130.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated148.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated153.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated160.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated170.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated180.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated1960.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated2060.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated210.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated2260.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated230.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated240.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated250.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated2660.00
IRS990/Form990PartVIISectionA/Former0X
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee0X
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee1X
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector13X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector14X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector15X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector16X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector17X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector18X
IRS990/Form990PartVIISectionA/KeyEmployee0X
IRS990/Form990PartVIISectionA/NamePerson0PHILLIP COX
IRS990/Form990PartVIISectionA/NamePerson1DAVID DILLON
IRS990/Form990PartVIISectionA/NamePerson2RANCE DUKE
IRS990/Form990PartVIISectionA/NamePerson3CRAIG EISENTROUT MD
IRS990/Form990PartVIISectionA/NamePerson4MICHAEL HAVERKAMP
IRS990/Form990PartVIISectionA/NamePerson5MICHAEL KOETTERS
IRS990/Form990PartVIISectionA/NamePerson6J JAMES PEARCE JR
IRS990/Form990PartVIISectionA/NamePerson7MYRTIS POWELL
IRS990/Form990PartVIISectionA/NamePerson8ROBERT WALKER
IRS990/Form990PartVIISectionA/NamePerson9ELLEN KATZ
IRS990/Form990PartVIISectionA/NamePerson10EDMUND JONES MD
IRS990/Form990PartVIISectionA/NamePerson11ED OWENS
IRS990/Form990PartVIISectionA/NamePerson12WILLIAM TSACALIS
IRS990/Form990PartVIISectionA/NamePerson13YVONNE WASHINGTON
IRS990/Form990PartVIISectionA/NamePerson14STUART DONOVAN
IRS990/Form990PartVIISectionA/NamePerson15WAYNE SHIRCLIFF
IRS990/Form990PartVIISectionA/NamePerson16KATHLEEN KELLY
IRS990/Form990PartVIISectionA/NamePerson17MARK HOLCOMB
IRS990/Form990PartVIISectionA/NamePerson18BILL GRAF
IRS990/Form990PartVIISectionA/NamePerson19DONNA NIENABER ESQ
IRS990/Form990PartVIISectionA/NamePerson20CRAIG RUCKER
IRS990/Form990PartVIISectionA/NamePerson21CHARLES CROWTHER
IRS990/Form990PartVIISectionA/NamePerson22JOHN PROUT
IRS990/Form990PartVIISectionA/NamePerson23GLEN HOFMANN MD
IRS990/Form990PartVIISectionA/NamePerson24MAZEN ABDALLAH MD
IRS990/Form990PartVIISectionA/NamePerson25PRADEEP WARIKOO MD
IRS990/Form990PartVIISectionA/NamePerson26MICHAEL CROFTON
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/Officer6X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation120
IRS990/Form990PartVIISectionA/OtherCompensation130
IRS990/Form990PartVIISectionA/OtherCompensation140
IRS990/Form990PartVIISectionA/OtherCompensation150
IRS990/Form990PartVIISectionA/OtherCompensation160
IRS990/Form990PartVIISectionA/OtherCompensation170
IRS990/Form990PartVIISectionA/OtherCompensation180
IRS990/Form990PartVIISectionA/OtherCompensation19164782
IRS990/Form990PartVIISectionA/OtherCompensation20143478
IRS990/Form990PartVIISectionA/OtherCompensation2147798
IRS990/Form990PartVIISectionA/OtherCompensation22331413
IRS990/Form990PartVIISectionA/OtherCompensation2363864
IRS990/Form990PartVIISectionA/OtherCompensation2435456
IRS990/Form990PartVIISectionA/OtherCompensation2557704
IRS990/Form990PartVIISectionA/OtherCompensation2679447
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization140
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization150
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization160
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization170
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization180
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization190
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization200
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization210
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization220
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization230
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization240
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization250
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization260
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs1445000
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs150
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs160
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs170
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs180
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs19540699
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20618981
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs21254637
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs221991921
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs23511162
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs24293578
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs25276689
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs26300076
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4VICE CHAIR
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6CHAIR/PRESIDENT
IRS990/Form990PartVIISectionA/Title7TRUSTEE
IRS990/Form990PartVIISectionA/Title8TRUSTEE
IRS990/Form990PartVIISectionA/Title9SECRETARY
IRS990/Form990PartVIISectionA/Title10TRUSTEE
IRS990/Form990PartVIISectionA/Title11TRUSTEE
IRS990/Form990PartVIISectionA/Title12TREASURER
IRS990/Form990PartVIISectionA/Title13TRUSTEE
IRS990/Form990PartVIISectionA/Title14TRUSTEE/MED STAFF PRES
IRS990/Form990PartVIISectionA/Title15TRUSTEE
IRS990/Form990PartVIISectionA/Title16TRUSTEE (START 9/2012)
IRS990/Form990PartVIISectionA/Title17TRUSTEE (START 6/2013)
IRS990/Form990PartVIISectionA/Title18TRUSTEE (START 6/2013)
IRS990/Form990PartVIISectionA/Title19ASST. SECRETARY
IRS990/Form990PartVIISectionA/Title20ASST. TREASURER
IRS990/Form990PartVIISectionA/Title21VP TREASURY/INVEST SVCS
IRS990/Form990PartVIISectionA/Title22CEO-TRIHEALTH
IRS990/Form990PartVIISectionA/Title23PHYSICIAN
IRS990/Form990PartVIISectionA/Title24PHYSICIAN
IRS990/Form990PartVIISectionA/Title25PHYSICIAN
IRS990/Form990PartVIISectionA/Title26FORMER OFFICER
IRS990/Form990ProvidedToGoverningBody01
IRS990/Form990-TFiled01
IRS990/FormersListed01
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementConsolidated0X
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Other02151047
IRS990/GainOrLoss/Securities05786664
IRS990/Gaming00
IRS990/Grants02594757
IRS990/GrantsAndSimilarAmntsCY02594757
IRS990/GrantsAndSimilarAmntsPriorYear03266201
IRS990/GrantsToDomesticOrgs/ProgramServices02594757
IRS990/GrantsToDomesticOrgs/Total02594757
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Other02151047
IRS990/GrossAmountSalesAssets/Securities076592197
IRS990/GrossReceipts080778296
IRS990/GrossRents/Real0551837
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartVII0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InvestmentIncomeCurrentYear09039423
IRS990/InvestmentIncome/ExclusionAmount01485659
IRS990/InvestmentIncomePriorYear01551885
IRS990/InvestmentIncome/TotalRevenueColumn01101712
IRS990/InvestmentIncome/UnrelatedBusinessRevenue0-383947
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY034823896
IRS990/InvestmentsOtherSecurities/EOY038054696
IRS990/InvestmentsPubTradedSecurities/BOY058725780
IRS990/InvestmentsPubTradedSecurities/EOY075191346
IRS990/LandBldgEquipmentAccumDeprec0543979
IRS990/LandBuildingsEquipmentBasis04967392
IRS990/LandBuildingsEquipmentBasisNet/BOY08098563
IRS990/LandBuildingsEquipmentBasisNet/EOY04423413
IRS990/LessCostOthBasisSalesExpenses/Other00
IRS990/LessCostOthBasisSalesExpenses/Securities070805533
IRS990/LessRentalExpenses/Real0385217
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0J JAMES PEARCE JR
IRS990/NbrIndependentVotingMembers018
IRS990/NbrVotingGoverningBodyMembers019
IRS990/NbrVotingMembersGoverningBody019
IRS990/NetAssetsOrFundBalancesBOY0422464463
IRS990/NetAssetsOrFundBalancesEOY0440747146
IRS990/NetGainOrLossInvestments/ExclusionAmount07937711
IRS990/NetGainOrLossInvestments/TotalRevenueColumn07937711
IRS990/NetRentalIncomeOrLoss/ExclusionAmount0166620
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn0166620
IRS990/NetUnrelatedBusinessTxblIncome0-383947
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith1096040
IRS990/NumberIndependentVotingMembers018
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ProgramServices068417
IRS990/Occupancy/Total068417
IRS990/OfficeExpenses/ManagementAndGeneral013417
IRS990/OfficeExpenses/Total013417
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0324238737
IRS990/OtherAssetsTotal/EOY0324238737
IRS990/OtherExpensePriorYear01415611
IRS990/OtherExpensesCurrentYear01132299
IRS990/OtherExpenses/Description0PAYROLL MANAGEMENT
IRS990/OtherExpenses/Description1OVERHEAD ALLOCATION
IRS990/OtherExpenses/Description2DUES & SUBSCRIPTIONS
IRS990/OtherExpenses/Description3EQUIPMENT
IRS990/OtherExpenses/ManagementAndGeneral040860
IRS990/OtherExpenses/ManagementAndGeneral13093
IRS990/OtherExpenses/ProgramServices0337741
IRS990/OtherExpenses/ProgramServices11862
IRS990/OtherExpenses/Total0337741
IRS990/OtherExpenses/Total140860
IRS990/OtherExpenses/Total23093
IRS990/OtherExpenses/Total31862
IRS990/OtherLiabilities/BOY02428889
IRS990/OtherLiabilities/EOY0835330
IRS990/OtherRevenueCurrentYear0166620
IRS990/OtherRevenuePriorYear064800
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0523920
IRS990/ProgramServiceRevenue/BusinessCode1531120
IRS990/ProgramServiceRevenueCY0381503
IRS990/ProgramServiceRevenue/Description0INVESTMENT MGMT REV.
IRS990/ProgramServiceRevenue/Description1AFFILIATED RENTAL REV.
IRS990/ProgramServiceRevenue/ExclusionAmount0179627
IRS990/ProgramServiceRevenuePriorYear0500207
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0201876
IRS990/ProgramServiceRevenue/TotalRevenueColumn0201876
IRS990/ProgramServiceRevenue/TotalRevenueColumn1179627
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$441,908,192
Liabilities
$1,161,046
Net assets
$440,747,146
Revenue
-
Expenses
$3,727,056
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$215$0.11$215$21.1$17.7$3.41
2023Detailed filing. Detailed filing data is available for this year.$208$0.24$207$1.33$15.8$14.4
2022Detailed filing. Detailed filing data is available for this year.$202$0.23$201$2.75$16.6$19.4
2021Detailed filing. Detailed filing data is available for this year.$224$0.28$223$53.3$14.7$38.5
2020Detailed filing. Detailed filing data is available for this year.$188$2.59$185$2.12$16.0$13.9
2019Detailed filing. Detailed filing data is available for this year.$189$0.22$188$5.25$11.0$5.75
2018Detailed filing. Detailed filing data is available for this year.$187$7.00$180$13.9$8.93$4.98
2017Detailed filing. Detailed filing data is available for this year.$169$2.44$167$16.8$8.79$8.01
2016Detailed filing. Detailed filing data is available for this year.$147$1.92$145$5.12$4.26$9.38
2015Detailed filing. Detailed filing data is available for this year.$144$0.33$144$5.59$2.21$3.38
2014Detailed filing. Detailed filing data is available for this year.$464$2.55$462$17.6$3.09$14.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$442$1.16$441$3.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$426$3.74$422$4.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$422$4.01$418$4.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$379$6.33$373$0.86