Civic Intelligence

Aar Retiree Life Insurance Trust

990 • Fiscal year 2020 • EIN 52-1161363

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile

View Organization Page

425 Third St SW Ste 1000Washington, DC 20024

(202) 639-2118

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

1.18x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Net Margin

2nd percentile

-388%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

99th percentile

$982,122

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 2882.4% of source-year revenue.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-71%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$5,579,876

Up $597,988 (+12%) from 2019

Net Assets

Up

$5,539,551

Up $557,663 (+11%) from 2019

Liabilities

Up

$40,325

Up $40,325 from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin2nd percentile

Revenue

Down

$34,073

Down $81,625 (-71%) from 2019

Expenses

Up

$166,226

Up $6,285 (+3.9%) from 2019

Net Income

Down

-$132,153

Down $87,910 (-199%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,446,042Liabilities 2010: $0Net Assets 2010: $4,446,0422010Assets 2011: $4,216,206Liabilities 2011: $0Net Assets 2011: $4,216,2062011Assets 2012: $4,443,567Liabilities 2012: $0Net Assets 2012: $4,443,5672012Assets 2013: $4,608,199Liabilities 2013: $0Net Assets 2013: $4,608,1992013Assets 2014: $4,586,441Liabilities 2014: $0Net Assets 2014: $4,586,4412014Assets 2015: $4,372,777Liabilities 2015: $0Net Assets 2015: $4,372,7772015Assets 2016: $4,407,747Liabilities 2016: $0Net Assets 2016: $4,407,7472016Assets 2017: $4,717,292Liabilities 2017: $0Net Assets 2017: $4,717,2922017Assets 2018: $4,278,964Liabilities 2018: $0Net Assets 2018: $4,278,9642018Assets 2019: $4,981,888Liabilities 2019: $0Net Assets 2019: $4,981,8882019Assets 2020: $5,579,876Liabilities 2020: $40,325Net Assets 2020: $5,539,5512020Assets 2021: $6,073,445Liabilities 2021: $37,495Net Assets 2021: $6,035,9502021Assets 2022: $5,052,146Liabilities 2022: $93,310Net Assets 2022: $4,958,8362022Assets 2023: $5,479,939Liabilities 2023: $4,884Net Assets 2023: $5,475,0552023Assets 2024: $5,799,223Liabilities 2024: $3,785Net Assets 2024: $5,795,4382024

Highlighted filing

2020

Assets$5,579,876
Liabilities$40,325
Net Assets$5,539,551
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $180,995Expenses 2010: $235,575Net Income 2010: -$54,5802010Revenue 2011: $153,310Expenses 2011: $225,576Net Income 2011: -$72,2662011Revenue 2012: $168,082Expenses 2012: $208,697Net Income 2012: -$40,6152012Revenue 2013: $167,191Expenses 2013: $144,068Net Income 2013: $23,1232013Revenue 2014: $248,757Expenses 2014: $152,033Net Income 2014: $96,7242014Revenue 2015: $313,628Expenses 2015: $146,659Net Income 2015: $166,9692015Revenue 2016: $189,948Expenses 2016: $146,909Net Income 2016: $43,0392016Revenue 2017: $339,458Expenses 2017: $145,624Net Income 2017: $193,8342017Revenue 2018: $51,582Expenses 2018: $132,054Net Income 2018: -$80,4722018Revenue 2019: $115,698Expenses 2019: $159,941Net Income 2019: -$44,2432019Revenue 2020: $34,073Expenses 2020: $166,226Net Income 2020: -$132,1532020Revenue 2021: $517,015Expenses 2021: $161,998Net Income 2021: $355,0172021Revenue 2022: $125,583Expenses 2022: $162,607Net Income 2022: -$37,0242022Revenue 2023: $323,528Expenses 2023: $154,991Net Income 2023: $168,5372023Revenue 2024: $337,093Expenses 2024: $158,438Net Income 2024: $178,6552024

Highlighted filing

2020

Revenue$34,073
Expenses$166,226
Net Income-$132,153
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$3,060,175
Mission and Program Overview

Mission

To provide retiree life insurance to plan participants.

To provide retiree life insurance to plan participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,879,390$3,888,732▲ $9,342
Investments in Publicly Traded Securities$1,068,830$1,655,168▲ $586,338
Savings and Temporary Cash Investments$24,933$27,615▲ $2,682
Cash and Non-Interest-Bearing Accounts$8,735$8,361▼ $374
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$4,981,888$5,579,876▲ $597,988
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$40,325▲ $40,325
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$40,325▲ $40,325
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,981,888$5,539,551▲ $557,663
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$4,981,888$5,539,551▲ $557,663
Total Liabilities and Net Assets / Fund Balance$4,981,888$5,579,876▲ $597,988

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$448,819--
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Carla Garcia-harrellContact Through Organization
Jeffrey MarshContact Trough Organization
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$34,073
Other Revenue
$0
Change in Net Assets
$-132,153

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,073
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$92,430
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$126,503
Total Revenue per Form 990
$34,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,495
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$132,731--$132,731
Fees for Service Investment Mgmnt Fees$0$25,436$0$25,436
Fees for Services Accounting-$7,685$0$7,685
Other Expenses$0$374$0$374
Total Functional Expenses$132,731$33,495$0$166,226

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$166,226
Total Expenses per Form 990$166,226
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
Total Expenses per Audited Statements$-431,159
Expenses Not Reported on Form 990$-597,385
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“The aar retiree life insurance trust has no employees, its trustees are governed by, and are in compliance with, the provisions of the trust documents.”

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

“A copy of the 2020 return was provided to each of the organization's trustees. The trustees are given an opportunity to review, discuss, and ask questions prior to the return being filed with the irs.”

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

“The organization does not have an organization-specific conflict of interest policy, however, its trustees, as employees of the aar, are governed by such policies of the aar and compliance with its policies is monitored by the aar. The aar's conflict of interest policy requires employees and directors, on an ongoing basis, to immediately report any conflict or potential conflict. When an employee or director reasonably believes that a conflict of interest may exist or appear to exist, the employee or director must promptly and fully disclose the conflict, refrain from participation in the matter until the question is resolved, and follow any directions given by the organization concerning the matter.”

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

“When an employee or director reasonably believes that a conflict of interest may exist or appear to exist, the employee of director must promptly and fully disclose the conflict, refrain from participation in the matter until the question is resolved, and follow any directions given by the organization concerning the matter.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public to the extent required by the law.”

Filing and Contact Details

Filer

Filer Name
Aar-nrlc Group Insurance Trust
EIN
52-1161363
Phone
2026392118
Address
425 THIRD ST SW STE 1000, Washington, DC 20024

Signing Officer

Name
Jeffrey Marsh
Title
Trustee
Phone
2026392118
Signed
2021-11-10

Organization Details

Principal Officer
Jeffrey Marsh
Formed
1981
Legal Domicile
Dc
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“ART X: FIN 48 (ASC 740) FOOTNOTE: THE TRUST, AS ESTABLISHED ON JUNE 1, 1981, HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE EXEMPT FROM INCOME TAXES PURSUANT TO THE PROVISIONS OF SECTIONS 501 (a) AND 501 (c) (9) OF THE INTERNAL REVENUE CODE (IRC). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS FOR THE STATUTORY PERIOD; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.”

Schedule D, Part XII, Line 2D

“Net unrealized gain(loss) in fair market value of investments”

Raw XML AppendixShowing 400 of 550 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-92430
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-92430
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0689816
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0374
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt0374
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jeffrey Marsh
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0128337
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0115698
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt031604
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-44243
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0159941
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0115698
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-132153
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt024933
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027615
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt0-597385
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0166226
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt092430
IRS990ScheduleD/OtherExpensesIncludedAmt0-597385
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0442857
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1451212
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21354714
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3477089
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4415162
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5298879
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6448819
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DOUBLELINE SHILLER ENHANCED CAPE FUND CLASS I (23,899 SH)
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EUROPACIFIC GROWTH FUND CLASS F3 (6,505 SH)
IRS990ScheduleD/OtherSecuritiesGrp/Desc2FIDELITY 500 INDEX FUND (10,407 SH)
IRS990ScheduleD/OtherSecuritiesGrp/Desc3FIDELITY US BOND INDEX FUND (38,320 SH)
IRS990ScheduleD/OtherSecuritiesGrp/Desc4GUGGENHEIM TOTAL RETURN BOND FUND INST (13,979 SH)
IRS990ScheduleD/OtherSecuritiesGrp/Desc5JPMORGAN LARGE-CAP GROWTH FUND CLASS I (4,969 SH)
IRS990ScheduleD/OtherSecuritiesGrp/Desc6MFS INTERNATIONAL GROWTH FUND CLASS I (9,419 SH)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt092430
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt034073
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ART X: FIN 48 (ASC 740) FOOTNOTE: THE TRUST, AS ESTABLISHED ON JUNE 1, 1981, HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE EXEMPT FROM INCOME TAXES PURSUANT TO THE PROVISIONS OF SECTIONS 501 (a) AND 501 (c) (9) OF THE INTERNAL REVENUE CODE (IRC). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS FOR THE STATUTORY PERIOD; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET UNREALIZED GAIN(LOSS) IN FAIR MARKET VALUE OF INVESTMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part XII, Line 2d
IRS990ScheduleD/TotalBookValueSecuritiesAmt03888732
IRS990ScheduleD/TotalExpensesPerForm990Amt0166226
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt034073
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0126503
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0-431159
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0119690
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt134071
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0392477
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1205889
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt0327447
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt062970
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt148039

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,579,876
Liabilities
$40,325
Net assets
$5,539,551
Revenue
$34,073
Expenses
$166,226
Net income
-$132,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.80$0.00$5.80$0.34$0.16$0.18
2023Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.32$0.15$0.17
2022Detailed filing. Detailed filing data is available for this year.$5.05$0.09$4.96$0.13$0.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$6.07$0.04$6.04$0.52$0.16$0.36
2020Detailed filing. Detailed filing data is available for this year.$5.58$0.04$5.54$0.03$0.17$0.13
2019Summary only. Only limited summary data is available for this year.$4.98$0.00$4.98$0.12$0.16$0.04
2018Summary only. Only limited summary data is available for this year.$4.28$0.00$4.28$0.05$0.13$0.08
2017Summary only. Only limited summary data is available for this year.$4.72$0.00$4.72$0.34$0.15$0.19
2016Summary only. Only limited summary data is available for this year.$4.41$0.00$4.41$0.19$0.15$0.04
2015Summary only. Only limited summary data is available for this year.$4.37$0.00$4.37$0.31$0.15$0.17
2014Summary only. Only limited summary data is available for this year.$4.59$0.00$4.59$0.25$0.15$0.10
2013Summary only. Only limited summary data is available for this year.$4.61$0.00$4.61$0.17$0.14$0.02
2012Summary only. Only limited summary data is available for this year.$4.44$0.00$4.44$0.17$0.21$0.04
2011Summary only. Only limited summary data is available for this year.$4.22$0.00$4.22$0.15$0.23$0.07
2010Summary only. Only limited summary data is available for this year.$4.45$0.00$4.45$0.18$0.24$0.05
Peer Organizations

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