Civic Intelligence

Aba Veba

990 • Fiscal year 2019 • EIN 52-1767808

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 12, 2020

Organization ProfileN/A

View Organization Page

1120 Connecticut Ave NWWashington, DC 20036

(202) 663-5054

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.19x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

0.97x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

5th percentile

-50%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

13th percentile

-11%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

34%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$10,241,224

Down $1,226,377 (-11%) from 2018

Net Assets

Down

$8,272,320

Down $2,224,536 (-21%) from 2018

Liabilities

Up

$1,968,904

Up $998,159 (+103%) from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin5th percentile

Revenue

Up

$2,035,745

Up $514,263 (+34%) from 2018

Expenses

Up

$3,059,062

Up $37,043 (+1.2%) from 2018

Net Income

Up

-$1,023,317

Up $477,220 (+32%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,103,817Liabilities 2011: $59,142Net Assets 2011: $13,044,6752011Assets 2012: $14,172,918Liabilities 2012: $23,056Net Assets 2012: $14,149,8622012Assets 2013: $15,827,731Liabilities 2013: $134,322Net Assets 2013: $15,693,4092013Assets 2014: $16,845,773Liabilities 2014: $58,970Net Assets 2014: $16,786,8032014Assets 2015: $15,808,001Liabilities 2015: $1,096,431Net Assets 2015: $14,711,5702015Assets 2016: $14,123,088Liabilities 2016: $742,351Net Assets 2016: $13,380,7372016Assets 2017: $12,443,669Liabilities 2017: $655,339Net Assets 2017: $11,788,3302017Assets 2018: $11,467,601Liabilities 2018: $970,745Net Assets 2018: $10,496,8562018Assets 2019: $10,241,224Liabilities 2019: $1,968,904Net Assets 2019: $8,272,3202019Assets 2020: $7,953,328Liabilities 2020: $402,817Net Assets 2020: $7,550,5112020Assets 2021: $7,309,440Liabilities 2021: $104,762Net Assets 2021: $7,204,6782021Assets 2022: $15,420,645Liabilities 2022: $64,302Net Assets 2022: $15,356,3432022Assets 2023: $16,181,371Liabilities 2023: $106,903Net Assets 2023: $16,074,4682023Assets 2024: $16,610,421Liabilities 2024: $77,999Net Assets 2024: $16,532,4222024

Highlighted filing

2019

Assets$10,241,224
Liabilities$1,968,904
Net Assets$8,272,320
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,721,807Expenses 2011: $1,543,818Net Income 2011: $1,177,9892011Revenue 2012: $2,325,421Expenses 2012: $1,863,111Net Income 2012: $462,3102012Revenue 2013: $2,868,138Expenses 2013: $1,458,176Net Income 2013: $1,409,9622013Revenue 2014: $2,025,991Expenses 2014: $2,158,794Net Income 2014: -$132,8032014Revenue 2015: $1,975,978Expenses 2015: $2,186,881Net Income 2015: -$210,9032015Revenue 2016: $1,449,578Expenses 2016: $3,029,363Net Income 2016: -$1,579,7852016Revenue 2017: $2,008,917Expenses 2017: $3,438,851Net Income 2017: -$1,429,9342017Revenue 2018: $1,521,482Expenses 2018: $3,022,019Net Income 2018: -$1,500,5372018Revenue 2019: $2,035,745Expenses 2019: $3,059,062Net Income 2019: -$1,023,3172019Revenue 2020: $330,374Expenses 2020: $486,273Net Income 2020: -$155,8992020Revenue 2021: $938,595Expenses 2021: $1,342,288Net Income 2021: -$403,6932021Revenue 2022: $10,351,544Expenses 2022: $1,542,407Net Income 2022: $8,809,1372022Revenue 2023: $779,358Expenses 2023: $1,696,963Net Income 2023: -$917,6052023Revenue 2024: $956,140Expenses 2024: $1,438,811Net Income 2024: -$482,6712024

Highlighted filing

2019

Revenue$2,035,745
Expenses$3,059,062
Net Income-$1,023,317
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 12, 2020
Return Version
2018v3.2
Gross Receipts
$6,726,889
Mission and Program Overview

Mission

Aba veba is a voluntary employees' beneficiary association of the american bankers association. The main activities of aba veba is to provide medical and insurance benefits to aba's retirees and their beneficiaries.

(see schedule o)aba veba is a voluntary employees' beneficiary association of the american bankers association. The main activities of aba veba is to provide medical and insurance benefits to aba's retirees and their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,323,409$10,002,537▼ $1,320,872
Rtn Earn Endowment Incm Other Fnds$10,496,856$8,272,320▼ $2,224,536
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,467,601$10,241,224▼ $1,226,377
Other Assets Total$144,192$238,687▲ $94,495
Liabilities
Other Liabilities$872,627$1,899,457▲ $1,026,830
Accounts Payable and Accrued Expenses$98,118$69,447▼ $28,671
Total Liabilities$970,745$1,968,904▲ $998,159
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,496,856$8,272,320▼ $2,224,536
Total Liabilities and Net Assets / Fund Balance$11,467,601$10,241,224▼ $1,226,377
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseOtherTotal
-Appointed CFO-$1,035,857$1,035,857
Robert G EadyTrustee$41,200-$41,200

Board Members and Trustees

NameTitle
Robert G EadyAppointed CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$570,503
Investment Income
$1,465,242
Other Revenue
$0
Change in Net Assets
$-1,023,317

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,035,745
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,322,615
Total Revenue per Audited Statements
$713,130
Total Revenue per Form 990
$2,035,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$233,924
Salaries, Compensation, and Employee Benefits$41,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,783,938
Fees for Services Management---$161,172
Current Officers, Directors, Trustees, and Key Employees---$41,200
Fees for Services Accounting---$32,362
Fees for Service Investment Mgmnt Fees---$21,847
Fees for Services Other---$18,408
All Other Expenses---$135
Total Functional Expenses$0$0$0$3,059,062

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,059,062
Total Expenses per Audited Statements$3,059,062
Total Expenses per Form 990$3,059,062
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Plan Sponsor for Claims Paid$1,899,457
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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

“Aba veba is a voluntary employee beneficiary association established by the american bankers association (aba). The aba's management, which includes certified public accountants, conducted several internal reviews of the form 990 prepared by outside accounting firm.”

Form 990, Part VI, Section C, Line 19

“Aba veba does not make its governing documents, or its financial statements available to the public. The organization's form 990 is available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Aba Veba
EIN
52-1767808
Phone
2026635054
Address
1120 CONNECTICUT AVE NW, WASHINGTON, DC 20036

Signing Officer

Name
Karin Petersen Flynn
Title
Appointed CFO
Phone
2026635054
Signed
2020-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alethia Baggett
Formed
1991
Legal Domicile
Dc
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
9801 WASHINGTONIAN BLVD STE 500, GAITHERSBURG, MD 20878
Preparer
William E Turco CPA
Phone
3012963600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The veba trust funding certain health benefits of the plan received an exemption letter from the internal revenue service (irs) dated june 23, 1993, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (irc). However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2019 for unrelated business taxable income. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc, and therefore, believes that the related trust is tax-exempt. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix330 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN HEALTH BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JUNE 23, 1993, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2019 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC, AND THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ABA VEBA DOES NOT COMPENSATE ITS BOARD MEMBERS AND OFFICERS. THE ORGANIZATION RELIED ON ITS RELATED ORGANIZATION, AMERICAN BANKERS ASSOCIATION (FEIN: 52-1001304), TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION BY THE FOLLOWING METHOD: ABA'S COMPENSATION COMMITTEE, COMPRISED OF BOARD OF DIRECTOR MEMBERS, IS RESPONSIBLE FOR REVIEWING THE COMPENSATION OF THE ASSOCIATION'S CEO, ITS OTHER OFFICERS AND ITS KEY EMPLOYEES AND MAKES THE FINAL COMPENSATION RECOMMENDATION TO THE BOARD OF DIRECTORS, WHICH HAS FINAL APPROVAL. THE PROCESS USED BY THE COMPENSATION COMMITTEE IS MADE IN CONJUNCTION WITH AN OUTSIDE INDEPENDENT CONSULTING FIRM THAT CONDUCTED A COMPREHENSIVE COMPENSATION STUDY FOR THE ASSOCIATION. THE METHODOLOGY USED INCLUDED THE FOLLOWING: - UTILIZING SALARY SURVEYS, INCLUDING THOSE FROM MERCER, WATSON WYATT, PRM CONSULTING, QUATT ASSOCIATES AND ASAE, JOBS WERE BENCHMARKED TO COMPARABLE POSITIONS. - THE OUTSIDE COMPENSATION CONSULTING FIRM REVIEWED APPLICABLE MARKET DATA AND THE BENCHMARKED POSITION INFORMATION AND DEVELOPED A MARKET-BASED PAY STRUCTURE. - ADDITIONAL FACTORS CONSIDERED WERE POSITION REQUIREMENTS, ORGANIZATIONAL IMPACT, AND JOB COMPLEXITY. - MINUTES ARE KEPT OF THE COMPENSATION COMMITTEE'S DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARRANGEMENTS.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT PROVIDE A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO ITS OFFICER. THERE IS ONE PERSON LISTED IN FORM 990, PART VII, SECTION A, LINE 1A, WHO PARTICIPATED IN A NONQUALIFIED SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN PROVIDED BY A RELATED ORGANIZATION, AMERICAN BANKERS ASSOCIATION. THE ACCRUED PRESENT VALUE OF ESTIMATED BENEFITS FOR THE YEAR PROVIDED BY AMERICAN BANKERS ASSOCIATION TO ROBERT G. EADY IS $88,172. ROBERT G. EADY RECEIVED A PAYMENT FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $128,128. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III).
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ABA VEBA IS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION ESTABLISHED BY THE AMERICAN BANKERS ASSOCIATION (ABA). THE ABA'S MANAGEMENT, WHICH INCLUDES CERTIFIED PUBLIC ACCOUNTANTS, CONDUCTED SEVERAL INTERNAL REVIEWS OF THE FORM 990 PREPARED BY OUTSIDE ACCOUNTING FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ABA VEBA DOES NOT MAKE ITS GOVERNING DOCUMENTS, OR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0521001304
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02783938
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL/CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AMERICAN BANKERS ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011467601
IRS990/TotalAssetsEOYAmt010241224
IRS990/TotalAssetsGrp/BOYAmt011467601
IRS990/TotalAssetsGrp/EOYAmt010241224
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03059062
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0970745
IRS990/TotalLiabilitiesEOYAmt01968904
IRS990/TotalLiabilitiesGrp/BOYAmt0970745
IRS990/TotalLiabilitiesGrp/EOYAmt01968904
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010496856
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08272320
IRS990/TotalOtherCompensationAmt0366783
IRS990/TotalProgramServiceRevenueAmt0570503
IRS990/TotalReportableCompFromOrgAmt041200
IRS990/TotalRevenueGrp/ExclusionAmt01465242
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0570503
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02035745
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011467601
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010241224
IRS990/TotReportableCompRltdOrgAmt0669074
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd020036
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KARIN PETERSEN FLYNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0APPOINTED CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02026635054
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-12
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ReturnHeader/Filer/BusinessNameControlTxt0ABAV
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ReturnHeader/Filer/PhoneNum02026635054
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.98.98.6
ReturnHeader/FilingSecurityInformation/IPDt02020-07-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:24:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09801 WASHINGTONIAN BLVD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020878
ReturnHeader/PreparerPersonGrp/PhoneNum03012963600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E TURCO CPA
ReturnHeader/ReturnTs02020-07-12T09:55:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,241,224
Liabilities
$1,968,904
Net assets
$8,272,320
Revenue
$2,035,745
Expenses
$3,059,062
Net income
-$1,023,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$0.08$16.5$0.96$1.44$0.48
2023Detailed filing. Detailed filing data is available for this year.$16.2$0.11$16.1$0.78$1.70$0.92
2022Detailed filing. Detailed filing data is available for this year.$15.4$0.06$15.4$10.4$1.54$8.81
2021Detailed filing. Detailed filing data is available for this year.$7.31$0.10$7.20$0.94$1.34$0.40
2020Detailed filing. Detailed filing data is available for this year.$7.95$0.40$7.55$0.33$0.49$0.16
2019Detailed filing. Detailed filing data is available for this year.$10.2$1.97$8.27$2.04$3.06$1.02
2018Summary only. Only limited summary data is available for this year.$11.5$0.97$10.5$1.52$3.02$1.50
2017Summary only. Only limited summary data is available for this year.$12.4$0.66$11.8$2.01$3.44$1.43
2016Summary only. Only limited summary data is available for this year.$14.1$0.74$13.4$1.45$3.03$1.58
2015Summary only. Only limited summary data is available for this year.$15.8$1.10$14.7$1.98$2.19$0.21
2014Summary only. Only limited summary data is available for this year.$16.8$0.06$16.8$2.03$2.16$0.13
2013Summary only. Only limited summary data is available for this year.$15.8$0.13$15.7$2.87$1.46$1.41
2012Summary only. Only limited summary data is available for this year.$14.2$0.02$14.1$2.33$1.86$0.46
2011Summary only. Only limited summary data is available for this year.$13.1$0.06$13.0$2.72$1.54$1.18