Civic Intelligence

Patriot Retirees Voluntary Employees' Beneficiary Association

EIN 46-5643526 • 501(c)9 • Triangle, VA

Profile

Provide health and welfare benefits.

18354 Quantico Gateway Drive 200Triangle, VA 22172

n/A

Siviq Scores

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

Liabilities / Assets

61st percentile

0.02x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

57th percentile

6.4%

Higher net margin than 57% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$224,364

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

2.3%

Faster revenue growth than 44% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$1,092,406

Up $124,612 (+13%) from 2023

Liabilities

Up

$17,363

Up $17,363 from 2023

Net Assets

Up

$1,075,043

Up $107,249 (+11%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin57th percentile

Revenue

Up

$1,673,144

Up $37,210 (+2.3%) from 2023

Expenses

Down

$1,565,895

Down $60,886 (-3.7%) from 2023

Net Income

Up

$107,249

Up $98,096 (+1072%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$150M$100M$50M$0Assets 2015: $100,944,900Liabilities 2015: $8,750Net Assets 2015: $100,936,1502015Assets 2016: $45,931,289Liabilities 2016: $0Net Assets 2016: $45,931,2892016Assets 2017: $3,341,462Liabilities 2017: $141,986Net Assets 2017: $3,199,4762017Assets 2018: $519,678Liabilities 2018: $9,079Net Assets 2018: $510,5992018Assets 2019: $565,344Liabilities 2019: $26,458Net Assets 2019: $538,8862019Assets 2020: $550,120Liabilities 2020: $20,017Net Assets 2020: $530,1032020Assets 2021: $695,170Liabilities 2021: $7,524Net Assets 2021: $687,6462021Assets 2022: $958,641Liabilities 2022: $0Net Assets 2022: $958,6412022Assets 2023: $967,794Liabilities 2023: $0Net Assets 2023: $967,7942023Assets 2024: $1,092,406Liabilities 2024: $17,363Net Assets 2024: $1,075,0432024

Highlighted filing

2024

Assets$1,092,406
Liabilities$17,363
Net Assets$1,075,043
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$150M$100M$50M$0-$50M-$100MRevenue 2015: $93,094,002Expenses 2015: $91,807,233Net Income 2015: $1,286,7692015Revenue 2016: $63,979,514Expenses 2016: $118,984,375Net Income 2016: -$55,004,8612016Revenue 2017: $7,753,930Expenses 2017: $2,285,743Net Income 2017: $5,468,1872017Revenue 2018: $2,109,909Expenses 2018: $1,798,786Net Income 2018: $311,1232018Revenue 2019: $2,198,137Expenses 2019: $2,034,602Net Income 2019: $163,5352019Revenue 2020: $1,746,988Expenses 2020: $1,565,930Net Income 2020: $181,0582020Revenue 2021: $1,776,641Expenses 2021: $1,605,675Net Income 2021: $170,9662021Revenue 2022: $1,787,880Expenses 2022: $1,516,885Net Income 2022: $270,9952022Revenue 2023: $1,635,934Expenses 2023: $1,626,781Net Income 2023: $9,1532023Revenue 2024: $1,673,144Expenses 2024: $1,565,895Net Income 2024: $107,2492024

Highlighted filing

2024

Revenue$1,673,144
Expenses$1,565,895
Net Income$107,249
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,092,406
Liabilities
$17,363
Net assets
$1,075,043
Revenue
$1,673,144
Expenses
$1,565,895
Net income
$107,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.02$1.08$1.67$1.57$0.11
2023Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$1.64$1.63$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$1.79$1.52$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.01$0.69$1.78$1.61$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.02$0.53$1.75$1.57$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.03$0.54$2.20$2.03$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.01$0.51$2.11$1.80$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.14$3.20$7.75$2.29$5.47
2016Summary only. Only limited summary data is available for this year.$45.9$0.00$45.9$64.0$119$55.0
2015Summary only. Only limited summary data is available for this year.$101$0.01$101$93.1$91.8$1.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,673,144
Mission and Program Overview

Mission

Provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$927,629$1,054,140▲ $126,511
Cash and Non-Interest-Bearing Accounts$32,557$31,040▼ $1,517
Total Assets$967,794$1,092,406▲ $124,612
Other Assets Total$7,608$7,226▼ $382
Liabilities
Accounts Payable and Accrued Expenses-$17,363-
Total Liabilities$0$17,363▲ $17,363
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$967,794$1,075,043▲ $107,249
Total Net Assets Fund Balance$967,794$1,075,043▲ $107,249
Total Liabilities and Net Assets / Fund Balance$967,794$1,092,406▲ $124,612
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleBaseOtherTotal
Micheal BucknerTrustee$18,000$6,000$24,000

Board Members and Trustees

NameTitle
Jason HaughtChairman
Kevin FaganTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,643,376
Investment Income
$29,768
Other Revenue
$0
Change in Net Assets
$107,249

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,673,144
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,673,144
Total Revenue per Form 990
$1,673,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,633
Salaries, Compensation, and Employee Benefits$18,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,468,262
Fees for Services Management---$34,407
Fees for Services Accounting---$20,600
Current Officers, Directors, Trustees, and Key Employees---$18,000
Fees for Services Other---$16,781
Insurance---$7,208
Other Expenses---$25
Total Functional Expenses$0$0$0$1,565,895

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,565,895
Total Expenses per Audited Statements$1,565,895
Total Expenses per Form 990$1,565,895
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
No
Backup withholding compliance
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 8B

“The board of trustees does not have any committees.”

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

“The board of trustees reviews the form 990 prior to its filing with irs.”

Form 990, Part VI, Section C, Line 19

“The organizations form 990 and it's financial statements are available unpon request. The application for exemption will also be available upon request.”

Filing and Contact Details

Filer

Filer Name
PATRIOT RETIREES VOLUNTARY EMPLOYEES'
EIN
46-5643526
Phone
7032912428
Address
18354 QUANTICO GATEWAY DRIVE 200, TRIANGLE, VA 22172

Signing Officer

Name
Michael Buckner
Title
Trustee
Phone
7032912428
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Haught
Formed
2013
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The veba accounts for income taxes in accordance with the accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The veba performed an evaluation of uncertain tax positions for the year ended december 31, 2024 and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax-exempt status. As of december 31, 2024 the statute of limitations for tax years 2021 through 2023 remains open with the u.s. Federal jurisdiction and the various states and local jurisdictions in which the department files returns.”

Raw XML Appendix341 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/EOYAmt017363
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt01468262
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHEAL BUCKNER
IRS990/BooksInCareOfDetail/PhoneNum07032912408
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt018354 QUANTICO GATEWAY DRIVE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0TRIANGLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022172
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt032557
IRS990/CashNonInterestBearingGrp/EOYAmt031040
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt018000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01468262
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt029768
IRS990/CYOtherExpensesAmt079633
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01643376
IRS990/CYRevenuesLessExpensesAmt0107249
IRS990/CYSalariesCompEmpBnftPaidAmt018000
IRS990/CYTotalExpensesAmt01565895
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01673144
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO RETIREES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt020600
IRS990/FeesForServicesManagementGrp/TotalAmt034407
IRS990/FeesForServicesOtherGrp/TotalAmt016781
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt050234
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt129060
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0KEVIN FAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JASON HAUGHT
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHEAL BUCKNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt218000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0174130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1139667
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26000
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01673144
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt07208
IRS990/InvestmentIncomeGrp/ExclusionAmt029768
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029768
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0967794
IRS990/NetAssetsOrFundBalancesEOYAmt01075043
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0967794
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01075043
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07608
IRS990/OtherAssetsTotalGrp/EOYAmt07226
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/TotalAmt0612
IRS990/OtherExpensesGrp/TotalAmt125
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JASON HAUGHT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION REBATES
IRS990/ProgramServiceRevenueGrp/Desc2RETIREE DRUG SUBSIDIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01226460
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1323707
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01226460
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1323707
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt293209
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01553599
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011139
IRS990/PYOtherExpensesAmt073182
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01624795
IRS990/PYRevenuesLessExpensesAmt09153
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01626781
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01635934
IRS990/ReconcilationRevenueExpnssAmt0107249
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0927629
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01054140
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01565895
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01673144
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE VEBA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2024 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024 THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE DEPARTMENT FILES RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01673144
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IRS990ScheduleJ/EquityBasedCompArrngmInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1139667
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt129060
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KEVIN FAGAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JASON HAUGHT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0224364
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1168727
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES DOES NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES REVIEWS THE FORM 990 PRIOR TO ITS FILING WITH IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONS FORM 990 AND IT'S FINANCIAL STATEMENTS ARE AVAILABLE UNPON REQUEST. THE APPLICATION FOR EXEMPTION WILL ALSO BE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALCOA CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED MINE WORKERS OF AMERICA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0530159200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TRIANGLE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd022172
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/TotalAssetsBOYAmt0967794
IRS990/TotalAssetsEOYAmt01092406
IRS990/TotalAssetsGrp/BOYAmt0967794
IRS990/TotalAssetsGrp/EOYAmt01092406
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01565895
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt017363
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt017363
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0967794
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01075043
IRS990/TotalOtherCompensationAmt079294
IRS990/TotalProgramServiceRevenueAmt01643376
IRS990/TotalReportableCompFromOrgAmt018000
IRS990/TotalRevenueGrp/ExclusionAmt029768
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01643376
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01673144
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0967794
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01092406
IRS990/TotReportableCompRltdOrgAmt0319797
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt018354 QUANTICO GATEWAY DRIVE 200
IRS990/USAddress/CityNm0TRIANGLE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022172
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BUCKNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07032912428
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRIOT RETIREES VOLUNTARY EMPLOYEES'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFICIARY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0465643526
ReturnHeader/Filer/PhoneNum07032912428
ReturnHeader/Filer/USAddress/AddressLine1Txt018354 QUANTICO GATEWAY DRIVE 200
ReturnHeader/Filer/USAddress/CityNm0TRIANGLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022172
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E HALLBERG CPA
ReturnHeader/ReturnTs02025-11-17T14:35:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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