Civic Intelligence

Altria Long-Term Disability & Survivor Benefit Trust

990 • Fiscal year 2017 • EIN 51-0194366

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 05, 2018

Organization ProfileN/A

View Organization Page

C/O Jpmorgan Chase Bank Ny1-a156New York, NY 10005

(212) 552-2992

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

2nd percentile

-116%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

43rd percentile

$3,946

Higher top officer pay than 43% of similar nonprofits.

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

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

13th percentile

-7.7%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-11%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$88,666,156

Down $7,427,436 (-7.7%) from 2016

Net Assets

Down

$88,619,833

Down $7,473,759 (-7.8%) from 2016

Liabilities

Up

$46,323

Up $46,323 from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin2nd percentile

Revenue

Down

$8,186,176

Down $998,979 (-11%) from 2016

Expenses

Down

$17,699,372

Down $2,196,562 (-11%) from 2016

Net Income

Up

-$9,513,196

Up $1,197,583 (+11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$150M$100M$50M$0Assets 2011: $116,819,688Liabilities 2011: $273,723Net Assets 2011: $116,545,9652011Assets 2012: $122,862,093Liabilities 2012: $412,052Net Assets 2012: $122,450,0412012Assets 2013: $131,280,274Liabilities 2013: $3,117,308Net Assets 2013: $128,162,9662013Assets 2014: $121,741,428Liabilities 2014: $0Net Assets 2014: $121,741,4282014Assets 2015: $105,503,704Liabilities 2015: $451,824Net Assets 2015: $105,051,8802015Assets 2016: $96,093,592Liabilities 2016: $0Net Assets 2016: $96,093,5922016Assets 2017: $88,666,156Liabilities 2017: $46,323Net Assets 2017: $88,619,8332017Assets 2018: $75,868,597Liabilities 2018: $619,439Net Assets 2018: $75,249,1582018Assets 2019: $77,442,587Liabilities 2019: $0Net Assets 2019: $77,442,5872019Assets 2020: $73,205,456Liabilities 2020: $0Net Assets 2020: $73,205,4562020Assets 2021: $71,923,559Liabilities 2021: $0Net Assets 2021: $71,923,5592021Assets 2022: $54,936,394Liabilities 2022: $0Net Assets 2022: $54,936,3942022Assets 2023: $51,352,208Liabilities 2023: $0Net Assets 2023: $51,352,2082023Assets 2024: $43,498,710Liabilities 2024: $0Net Assets 2024: $43,498,7102024

Highlighted filing

2017

Assets$88,666,156
Liabilities$46,323
Net Assets$88,619,833
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$30M$20M$10M$0-$10M-$20MExpenses 2011: $20,815,0142011Expenses 2012: $20,954,3392012Revenue 2013: $21,073,326Expenses 2013: $20,825,621Net Income 2013: $247,7052013Revenue 2014: $16,719,529Expenses 2014: $20,453,332Net Income 2014: -$3,733,8032014Revenue 2015: $13,197,577Expenses 2015: $20,105,588Net Income 2015: -$6,908,0112015Revenue 2016: $9,185,155Expenses 2016: $19,895,934Net Income 2016: -$10,710,7792016Revenue 2017: $8,186,176Expenses 2017: $17,699,372Net Income 2017: -$9,513,1962017Revenue 2018: $7,818,804Expenses 2018: $12,298,448Net Income 2018: -$4,479,6442018Revenue 2019: $5,544,613Expenses 2019: $11,729,788Net Income 2019: -$6,185,1752019Revenue 2020: $4,858,922Expenses 2020: $11,586,987Net Income 2020: -$6,728,0652020Revenue 2021: $8,055,781Expenses 2021: $11,615,390Net Income 2021: -$3,559,6092021Revenue 2022: $4,915,335Expenses 2022: $11,875,718Net Income 2022: -$6,960,3832022Revenue 2023: $5,463,597Expenses 2023: $10,688,758Net Income 2023: -$5,225,1612023Revenue 2024: $5,585,055Expenses 2024: $11,607,929Net Income 2024: -$6,022,8742024

Highlighted filing

2017

Revenue$8,186,176
Expenses$17,699,372
Net Income-$9,513,196
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 5, 2018
Return Version
2017v2.3
Gross Receipts
$43,106,444
Mission and Program Overview

Mission

Provide for the payment of long-term disability payments to eligible employees and survivor income benefit payments to the spouses and dependents of deceased active and retired employees.

SEE PART III, 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$96,093,592$88,619,833▼ $7,473,759
Investments in Publicly Traded Securities$83,331,355$86,009,185▲ $2,677,830
Cash and Non-Interest-Bearing Accounts$12,412,272$1,446,185▼ $10,966,087
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$96,093,592$88,666,156▼ $7,427,436
Other Assets Total$349,965$1,210,786▲ $860,821
Liabilities
Other Liabilities$0$46,323▲ $46,323
Total Liabilities$0$46,323▲ $46,323
Net Assets / Fund Balance
Total Net Assets Fund Balance$96,093,592$88,619,833▼ $7,473,759
Total Liabilities and Net Assets / Fund Balance$96,093,592$88,666,156▼ $7,427,436
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$3,946$3,946
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,186,176
Other Revenue
$0
Change in Net Assets
$-9,513,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,002,254
Salaries, Compensation, and Employee Benefits$3,946
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$16,693,172--$16,693,172
Fees for Service Investment Mgmnt Fees-$430,884-$430,884
Current Officers, Directors, Trustees, and Key Employees-$3,946-$3,946
Other Expenses-$366-$366
Total Functional Expenses$16,693,172$1,006,200$0$17,699,372
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable for Securities Purchased$46,323
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 B, Line 11B

“Part vi, line 11b the form 990 is prepared by an independent accountant and reviewed prior to filing by the trustee and others at the sponsor who are responsible for the administration of the trust.”

Form 990, Part VI, Section C, Line 19

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

Form 990, Part VIII - Investment Income

“Description total revenue interest 996,703 dividends - preferred 137,891 dividends - common 791,221 totals 1,925,815”

Filing and Contact Details

Filer

Filer Name
Altria Long-term Disability & Survivor
EIN
51-0194366
Phone
2125522992
Address
C/O JPMORGAN CHASE BANK NY1-A156, NEW YORK, NY 10005

Signing Officer

Name
Greg Caneco
Title
Assistant Secretary
Phone
2125522992
Signed
2018-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Caneco
Formed
1974
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Andersen Tax LLC
Address
100 CAMPUS DRIVE SUITE 100, FLORHAM PARK, NJ 07932
Preparer
George Lyons
Phone
9732107062
Supplemental Narrative

Additional Explanations

Form 990 , Part IX - Benefits Paid to or for Members

“Benefit payments 16,693,172 totals 16,693,172”

Form 990 , Part X - Investments - Publicly Traded Securities

“Description ending book value equities u.s.dollar 58,392,645 government bonds 6,871,936 corporate bonds 7,988,766 municipal bonds 8,236,384 treasury bills 4,519,454 total 86,009,185”

Part XII

“The accounting method used is a modified method which is primarily a cash method but includes certain minor accruals.”

Raw XML Appendix302 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE PART III, 1
IRS990/BenefitsToMembersGrp/ProgramServicesAmt016693172
IRS990/BenefitsToMembersGrp/TotalAmt016693172
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JP MORGAN CHASE BANK
IRS990/BooksInCareOfDetail/PhoneNum02125522992
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt028 LIBERTY STREET NY1-A156
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010005
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt096093592
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt088619833
IRS990/CashNonInterestBearingGrp/BOYAmt012412272
IRS990/CashNonInterestBearingGrp/EOYAmt01446185
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03946
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03946
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt016693172
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08186176
IRS990/CYOtherExpensesAmt01002254
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-9513196
IRS990/CYSalariesCompEmpBnftPaidAmt03946
IRS990/CYTotalExpensesAmt017699372
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08186176
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PAYMENT OF LONG-TERM DISABILITY PAYMENTS TO ELIGIBLE EMPLOYEES AND SURVIVOR INCOME BENEFIT PAYMENTS TO THE SPOUSES AND DEPENDENTS OF DECEASED ACTIVE AND RETIRED EMPLOYEES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt016693172
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0430884
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0430884
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0JPMORGAN CHASE BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03946
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt06260361
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt041180629
IRS990/GrossReceiptsAmt043106444
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01925815
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01925815
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt083331355
IRS990/InvestmentsPubTradedSecGrp/EOYAmt086009185
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt034920268
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE FOR THE PAYMENT OF LONG-TERM DISABILITY PAYMENTS TO ELIGIBLE EMPLOYEES AND SURVIVOR INCOME BENEFIT PAYMENTS TO THE SPOUSES AND DEPENDENTS OF DECEASED ACTIVE AND RETIRED EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt096093592
IRS990/NetAssetsOrFundBalancesEOYAmt088619833
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt06260361
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06260361
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02039437
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0349965
IRS990/OtherAssetsTotalGrp/EOYAmt01210786
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1AUDITING FEES
IRS990/OtherExpensesGrp/Desc2ACTUARIAL FEE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0380651
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1135636
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt254717
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3366
IRS990/OtherExpensesGrp/TotalAmt0380651
IRS990/OtherExpensesGrp/TotalAmt1135636
IRS990/OtherExpensesGrp/TotalAmt254717
IRS990/OtherExpensesGrp/TotalAmt3366
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt046323
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREG CANECO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018788147
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03119825
IRS990/PYOtherExpensesAmt01094671
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06065330
IRS990/PYRevenuesLessExpensesAmt0-10710779
IRS990/PYSalariesCompEmpBnftPaidAmt013116
IRS990/PYTotalExpensesAmt019895934
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09185155
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-9513196
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt046323
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE FOR SECURITIES PURCHASED
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt046323
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART VI, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED PRIOR TO FILING BY THE TRUSTEE AND OTHERS AT THE SPONSOR WHO ARE RESPONSIBLE FOR THE ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC UNLESS REQUIRED BY ERISA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION TOTAL REVENUE INTEREST 996,703 DIVIDENDS - PREFERRED 137,891 DIVIDENDS - COMMON 791,221 TOTALS 1,925,815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BENEFIT PAYMENTS 16,693,172 TOTALS 16,693,172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION ENDING BOOK VALUE EQUITIES U.S.DOLLAR 58,392,645 GOVERNMENT BONDS 6,871,936 CORPORATE BONDS 7,988,766 MUNICIPAL BONDS 8,236,384 TREASURY BILLS 4,519,454 TOTAL 86,009,185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ACCOUNTING METHOD USED IS A MODIFIED METHOD WHICH IS PRIMARILY A CASH METHOD BUT INCLUDES CERTAIN MINOR ACCRUALS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VIII - INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 , PART IX - BENEFITS PAID TO OR FOR MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 , PART X - INVESTMENTS - PUBLICLY TRADED SECURITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0133260245
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALTRIA GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06601 W BROAD ST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0RICHMOND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd023230
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0ALTRIA CLIENT SERVICES LLC IS THE PLAN SPONSOR TO THIS ORGANIZATION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt096093592
IRS990/TotalAssetsEOYAmt088666156
IRS990/TotalAssetsGrp/BOYAmt096093592
IRS990/TotalAssetsGrp/EOYAmt088666156
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01006200
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016693172
IRS990/TotalFunctionalExpensesGrp/TotalAmt017699372
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt046323
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt046323
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt096093592
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt088619833
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt016693172
IRS990/TotalReportableCompFromOrgAmt03946
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08186176
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08186176
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt096093592
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt088666156
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O JPMORGAN CHASE BANK
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010005
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG CANECO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02125522992
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTRIA LONG-TERM DISABILITY & SURVIVOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALTR
ReturnHeader/Filer/EIN0510194366
ReturnHeader/Filer/PhoneNum02125522992
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JPMORGAN CHASE BANK NY1-A156
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03AC66EB17C7B70D5214A9CB9D7E3F318A9B9013D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078A4C4F87B604C240469A634FCB01368FEDB2C97
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.60.130.226
ReturnHeader/FilingSecurityInformation/IPDt02018-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:19:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CAMPUS DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007932
ReturnHeader/PreparerPersonGrp/PhoneNum09732107062
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE LYONS
ReturnHeader/ReturnTs02018-10-05T16:19:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,666,156
Liabilities
$46,323
Net assets
$88,619,833
Revenue
$8,186,176
Expenses
$17,699,372
Net income
-$9,513,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.5$0.00$43.5$5.59$11.6$6.02
2023Detailed filing. Detailed filing data is available for this year.$51.4$0.00$51.4$5.46$10.7$5.23
2022Detailed filing. Detailed filing data is available for this year.$54.9$0.00$54.9$4.92$11.9$6.96
2021Detailed filing. Detailed filing data is available for this year.$71.9$0.00$71.9$8.06$11.6$3.56
2020Detailed filing. Detailed filing data is available for this year.$73.2$0.00$73.2$4.86$11.6$6.73
2019Detailed filing. Detailed filing data is available for this year.$77.4$0.00$77.4$5.54$11.7$6.19
2018Detailed filing. Detailed filing data is available for this year.$75.9$0.62$75.2$7.82$12.3$4.48
2017Detailed filing. Detailed filing data is available for this year.$88.7$0.05$88.6$8.19$17.7$9.51
2016Detailed filing. Detailed filing data is available for this year.$96.1$0.00$96.1$9.19$19.9$10.7
2015Detailed filing. Detailed filing data is available for this year.$106$0.45$105$13.2$20.1$6.91
2014Detailed filing. Detailed filing data is available for this year.$122$0.00$122$16.7$20.5$3.73
2013Detailed filing. Detailed filing data is available for this year.$131$3.12$128$21.1$20.8$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$123$0.41$122$21.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$117$0.27$117$20.8