Civic Intelligence

Altria Long-Term Disability & Survivor Benefit Trust

990 • Fiscal year 2018 • EIN 51-0194366

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

Organization ProfileN/A

View Organization Page

8181 Communications Pkwybldg A FL 3Plano, TX 75024

(212) 552-2992

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.08x

Higher debt load relative to revenue than 57% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Net Margin

4th percentile

-57%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

46th percentile

$12,852

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Asset Growth

8th percentile

-14%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-4.5%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$75,868,597

Down $12,797,559 (-14%) from 2017

Net Assets

Down

$75,249,158

Down $13,370,675 (-15%) from 2017

Liabilities

Up

$619,439

Up $573,116 (+1237%) from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Down

$7,818,804

Down $367,372 (-4.5%) from 2017

Expenses

Down

$12,298,448

Down $5,400,924 (-31%) from 2017

Net Income

Up

-$4,479,644

Up $5,033,552 (+53%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2018

Assets$75,868,597
Liabilities$619,439
Net Assets$75,249,158
Open 2018 Filing

Operations Trend

Revenue Growth19th 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

2018

Revenue$7,818,804
Expenses$12,298,448
Net Income-$4,479,644
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$41,096,835
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$88,619,833$75,249,158▼ $13,370,675
Investments in Publicly Traded Securities$86,009,185$71,679,451▼ $14,329,734
Cash and Non-Interest-Bearing Accounts$1,446,185$3,738,909▲ $2,292,724
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$88,666,156$75,868,597▼ $12,797,559
Other Assets Total$1,210,786$450,237▼ $760,549
Liabilities
Other Liabilities$46,323$619,439▲ $573,116
Total Liabilities$46,323$619,439▲ $573,116
Net Assets / Fund Balance
Total Net Assets Fund Balance$88,619,833$75,249,158▼ $13,370,675
Total Liabilities and Net Assets / Fund Balance$88,666,156$75,868,597▼ $12,797,559
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$12,852$12,852
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$7,818,804
Other Revenue
$0
Change in Net Assets
$-4,479,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$874,225
Salaries, Compensation, and Employee Benefits$12,852
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$11,411,371--$11,411,371
Fees for Service Investment Mgmnt Fees-$390,448-$390,448
Other Expenses-$16,355-$16,355
Current Officers, Directors, Trustees, and Key Employees-$12,852-$12,852
Total Functional Expenses$11,411,371$887,077$0$12,298,448
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$619,439
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 1,034,695 dividends - preferred 157,449 dividends - common 758,849 totals 1,950,994”

Filing and Contact Details

Filer

Filer Name
Altria Long-term Disability & Survivor
EIN
51-0194366
Phone
2125522992
Address
8181 COMMUNICATIONS PKWYBLDG A FL 3, PLANO, TX 75024

Signing Officer

Name
Greg Caneco
Title
Assistant Secretary
Phone
2125522992
Signed
2019-11-06
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
399 THORNALL STREET 1ST FLOOR, EDISON, NJ 08837
Preparer
Kevin M Fuller
Phone
7322893550
Supplemental Narrative

Additional Explanations

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

“Benefit payments 11,411,371 totals 11,411,371”

Form 990 , Part X - Investments - Publicly Traded Securities

“Description ending book value equities u.s.dollar 46,633,083 government bonds 6,722,689 corporate bonds 5,752,799 municipal bonds 7,598,344 treasury bills 4,972,536 total 71,679,451”

Part XII Line 1

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

Raw XML Appendix304 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE PART III, 1
IRS990/BenefitsToMembersGrp/ProgramServicesAmt011411371
IRS990/BenefitsToMembersGrp/TotalAmt011411371
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRITTON WISE CO JP MORGAN CHASE BANK
IRS990/BooksInCareOfDetail/PhoneNum09723248874
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08181 COMMUNICATIONS PKWY
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLANO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075024
IRS990/BusinessRlnWithFamMemInd00
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012852
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt012852
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt0874225
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-4479644
IRS990/CYSalariesCompEmpBnftPaidAmt012852
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IRS990/CYTotalRevenueAmt07818804
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/ExpenseAmt011411371
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0390448
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0390448
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/ReportableCompFromOrgAmt012852
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt05867811
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt039145842
IRS990/GrossReceiptsAmt041096835
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01950993
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01950993
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt086009185
IRS990/InvestmentsPubTradedSecGrp/EOYAmt071679451
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt033278031
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/NetAssetsOrFundBalancesBOYAmt088619833
IRS990/NetAssetsOrFundBalancesEOYAmt075249158
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt05867811
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05867811
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-8891031
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01210786
IRS990/OtherAssetsTotalGrp/EOYAmt0450237
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1AUDITING FEES
IRS990/OtherExpensesGrp/Desc2ACTUARIAL FEE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0325187
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt195334
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt246901
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt316355
IRS990/OtherExpensesGrp/TotalAmt0325187
IRS990/OtherExpensesGrp/TotalAmt195334
IRS990/OtherExpensesGrp/TotalAmt246901
IRS990/OtherExpensesGrp/TotalAmt316355
IRS990/OtherLiabilitiesGrp/BOYAmt046323
IRS990/OtherLiabilitiesGrp/EOYAmt0619439
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREG CANECO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt016693172
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt01002254
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-9513196
IRS990/PYSalariesCompEmpBnftPaidAmt03946
IRS990/PYTotalExpensesAmt017699372
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08186176
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-4479644
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0619439
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE FOR SECURITIES PURCHASED
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0619439
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 1,034,695 DIVIDENDS - PREFERRED 157,449 DIVIDENDS - COMMON 758,849 TOTALS 1,950,994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BENEFIT PAYMENTS 11,411,371 TOTALS 11,411,371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION ENDING BOOK VALUE EQUITIES U.S.DOLLAR 46,633,083 GOVERNMENT BONDS 6,722,689 CORPORATE BONDS 5,752,799 MUNICIPAL BONDS 7,598,344 TREASURY BILLS 4,972,536 TOTAL 71,679,451
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 LINE 1
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALTRIA GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06601 W BROAD ST
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IRS990ScheduleR/PaidEmployeesSharingInd00
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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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt075868597
IRS990/TotalAssetsGrp/BOYAmt088666156
IRS990/TotalAssetsGrp/EOYAmt075868597
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt046323
IRS990/TotalLiabilitiesEOYAmt0619439
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt088619833
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IRS990/TotalReportableCompFromOrgAmt012852
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07818804
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07818804
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt088666156
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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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG CANECO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02125522992
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTRIA LONG-TERM DISABILITY & SURVIVOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST C/O JPMORGAN CHASE BANK
ReturnHeader/Filer/BusinessNameControlTxt0ALTR
ReturnHeader/Filer/EIN0510194366
ReturnHeader/Filer/PhoneNum02125522992
ReturnHeader/Filer/USAddress/AddressLine1Txt08181 COMMUNICATIONS PKWYBLDG A FL 3
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId041114BE78F9267D8857AD0643F4D09414A798F58
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05D794220C68C161820A811785299AFD302F4C684
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.60.130.226
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:33:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0399 THORNALL STREET 1ST FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008837
ReturnHeader/PreparerPersonGrp/PhoneNum07322893550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M FULLER
ReturnHeader/ReturnTs02019-11-06T12:33:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,868,597
Liabilities
$619,439
Net assets
$75,249,158
Revenue
$7,818,804
Expenses
$12,298,448
Net income
-$4,479,644
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