Civic Intelligence

Capreit Welfare Benefit Trust

EIN 52-1927939 • 501(c)9 • Rockville, MD

Profile

Capreit welfare benefit plan (the plan) was formed to serve as the funding vehicle for health and other benefits to be paid to the eligible employees of capreit operating lp, capreit residential corporation, and capreit management, llc and their respective eligible dependents pursuant to the capreit welfare benefit plan the plan is engaged in no activities other than those required to maintain its existence.

6116 Executive Blvd 100Rockville, MD 20852

n/A

Siviq Scores

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

Liabilities / Assets

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.03x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

21st percentile

-31%

Faster asset growth than 21% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-16%

Faster revenue growth than 19% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$1,670,016

Down $747,129 (-31%) from 2024

Liabilities

Up

$91,049

Up $57,632 (+172%) from 2024

Net Assets

Down

$1,578,967

Down $804,761 (-34%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin15th percentile

Revenue

Down

$3,579,106

Down $683,875 (-16%) from 2024

Expenses

Up

$4,383,867

Up $587,044 (+15%) from 2024

Net Income

Down

-$804,761

Down $1,270,919 (-273%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,221,851Liabilities 2011: $0Net Assets 2011: $1,221,8512011Assets 2012: $1,368,202Liabilities 2012: $0Net Assets 2012: $1,368,2022012Assets 2013: $1,292,915Liabilities 2013: $0Net Assets 2013: $1,292,9152013Assets 2014: $838,981Liabilities 2014: $0Net Assets 2014: $838,9812014Assets 2015: $731,083Liabilities 2015: $59,473Net Assets 2015: $671,6102015Assets 2016: $705,475Liabilities 2016: $78,446Net Assets 2016: $627,0292016Assets 2017: $1,253,489Liabilities 2017: $100,362Net Assets 2017: $1,153,1272017Assets 2018: $1,143,491Liabilities 2018: $0Net Assets 2018: $1,143,4912018Assets 2019: $1,618,532Liabilities 2019: $11,621Net Assets 2019: $1,606,9112019Assets 2020: $2,275,097Liabilities 2020: $299,881Net Assets 2020: $1,975,2162020Assets 2021: $2,684,057Liabilities 2021: $19,079Net Assets 2021: $2,664,9782021Assets 2022: $2,407,315Liabilities 2022: $21,813Net Assets 2022: $2,385,5022022Assets 2023: $2,039,851Liabilities 2023: $122,281Net Assets 2023: $1,917,5702023Assets 2024: $2,417,145Liabilities 2024: $33,417Net Assets 2024: $2,383,7282024Assets 2025: $1,670,016Liabilities 2025: $91,049Net Assets 2025: $1,578,9672025

Highlighted filing

2025

Assets$1,670,016
Liabilities$91,049
Net Assets$1,578,967
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,719,495Expenses 2011: $2,763,570Net Income 2011: -$44,0752011Expenses 2012: $2,328,6182012Expenses 2013: $2,371,4112013Revenue 2014: $2,190,757Expenses 2014: $2,644,691Net Income 2014: -$453,9342014Revenue 2015: $2,725,697Expenses 2015: $2,893,068Net Income 2015: -$167,3712015Revenue 2016: $3,457,557Expenses 2016: $3,502,138Net Income 2016: -$44,5812016Revenue 2017: $4,056,191Expenses 2017: $3,530,093Net Income 2017: $526,0982017Revenue 2018: $4,092,179Expenses 2018: $4,101,815Net Income 2018: -$9,6362018Revenue 2019: $4,797,474Expenses 2019: $4,334,054Net Income 2019: $463,4202019Revenue 2020: $5,085,524Expenses 2020: $4,717,219Net Income 2020: $368,3052020Revenue 2021: $5,318,218Expenses 2021: $4,628,456Net Income 2021: $689,7622021Revenue 2022: $4,732,042Expenses 2022: $5,011,518Net Income 2022: -$279,4762022Revenue 2023: $4,360,536Expenses 2023: $4,828,468Net Income 2023: -$467,9322023Revenue 2024: $4,262,981Expenses 2024: $3,796,823Net Income 2024: $466,1582024Revenue 2025: $3,579,106Expenses 2025: $4,383,867Net Income 2025: -$804,7612025

Highlighted filing

2025

Revenue$3,579,106
Expenses$4,383,867
Net Income-$804,761
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,670,016
Liabilities
$91,049
Net assets
$1,578,967
Revenue
$3,579,106
Expenses
$4,383,867
Net income
-$804,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.67$0.09$1.58$3.58$4.38$0.80
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.03$2.38$4.26$3.80$0.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.12$1.92$4.36$4.83$0.47
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.02$2.39$4.73$5.01$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.68$0.02$2.66$5.32$4.63$0.69
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.30$1.98$5.09$4.72$0.37
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$4.80$4.33$0.46
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$4.09$4.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.10$1.15$4.06$3.53$0.53
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.08$0.63$3.46$3.50$0.04
2015Summary only. Only limited summary data is available for this year.$0.73$0.06$0.67$2.73$2.89$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$2.19$2.64$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$2.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$2.33
2011Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$2.72$2.76$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Dec 22, 2025
Return Version
2024v5.2
Gross Receipts
$3,579,106
Mission and Program Overview

Mission

Capreit welfare benefit plan (the plan) was formed to serve as the funding vehicle for health and other benefits to be paid to the eligible employees of capreit operating lp, capreit residential corporation, and capreit management, llc and their respective eligible dependents pursuant to the capreit welfare benefit plan. The plan is engaged in no activities other than those required to maintain its existence.

To support health and other benefits to be paid to the eligible employees of capreit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,388,288$1,612,675▼ $775,613
Accounts Receivable$28,857$57,341▲ $28,484
Total Assets$2,417,145$1,670,016▼ $747,129
Liabilities
Accounts Payable and Accrued Expenses$33,417$91,049▲ $57,632
Total Liabilities$33,417$91,049▲ $57,632
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,383,728$1,578,967▼ $804,761
Total Net Assets Fund Balance$2,383,728$1,578,967▼ $804,761
Total Liabilities and Net Assets / Fund Balance$2,417,145$1,670,016▼ $747,129
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,492,438
Investment Income
$86,668
Other Revenue
$0
Change in Net Assets
$-804,761

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,579,106
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,579,106
Total Revenue per Form 990
$3,579,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$244,819
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---$4,139,048
Fees for Services Other---$225,714
Other Expenses---$11,023
Office Expenses---$4,848
Fees for Services Accounting---$3,234
Total Functional Expenses$0$0$0$4,383,867

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,383,867
Total Expenses per Audited Statements$4,383,867
Total Expenses per Form 990$4,383,867
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Capreit operating limited partnership is the plan sponsor, the administrator. They have the power to appoint the trustee and terminate the plan.”

Form 990, Part VI, Section A, Line 8B

“There are no committees that have authority to act on behalf of the trustee.”

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

“Officers of the trustee's general partner review the plan's federal form 990 for accuracy prior to filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 12

“The trustee uses the conflict of interest of its general partner. The trustee's general partner monitors and enforces compliance with the policy and any impact on plan administration.”

Form 990, Part VI, Section C, Line 19

“The plan makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Capreit Welfare Benefit Trust
EIN
52-1927939
Phone
3012318700
Address
6116 EXECUTIVE BLVD 100, ROCKVILLE, MD 20852

Signing Officer

Name
Ira Strassberg
Title
Officer
Phone
3012318700
Signed
2025-12-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ira Strassberg
Formed
2013
Legal Domicile
Md
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
6116 EXECUTIVE BLVD STE 600, ROCKVILLE, MD 20852
Preparer
Bree-ann Weidner
Phone
3015899000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. As of november 14, 2025, the date the financial statements were available to be issued, required nondiscrimination testing for the year ended january 31, 2025 had not been completed for the plan. Plan management does not believe that this will have a material impact on the plan's financial statements and will take appropriate actions, if any are required, to maintain the plan's qualified tax status. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of january 31, 2025, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix297 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033417
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt091049
IRS990/AccountsReceivableGrp/BOYAmt028857
IRS990/AccountsReceivableGrp/EOYAmt057341
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT HEALTH AND OTHER BENEFITS TO BE PAID TO THE ELIGIBLE EMPLOYEES OF CAPREIT.
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt04139048
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAPREIT OPERATING LP
IRS990/BooksInCareOfDetail/PhoneNum03012318700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06116 EXECUTIVE BLVD SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCKVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020852
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04139048
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt086668
IRS990/CYOtherExpensesAmt0244819
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03492438
IRS990/CYRevenuesLessExpensesAmt0-804761
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04383867
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03579106
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN PROVIDES BENEFITS CONSISTING OF (I) A PARTIALLY SELF-FUNDED HEALTH PROGRAM PROVIDING MEDICAL, DENTAL, AND PRESCRIPTION BENEFITS, (II) A PREMIUM CONVERSION PROGRAM DESIGNED TO ENABLE PARTICIPANTS TO PAY THEIR PORTION OF THE COST OF COVERAGE ON A PRE-TAX BASIS UNDER THE EMPLOYER'S SELF-INSURED HEALTH PROGRAM, (III) A LIFE TERM DISABILITY PROGRAM, AND (V) AN ORGAN OR TISSUE TRANSPLANT PROGRAM. CURRENT HEALTH CLAIMS OF PARTICIPANTS AND THEIR PARTICIPATING ELIGIBLE DEPENDENTS ARE PROVIDED UNDER A GROUP STOP-LOSS INSURANCE ARRANGEMENT AFTER CERTAIN INDIVIDUAL AND FAMILY LIMITS OF $150,000 AND AGGREGATE CLAIMS LIMITS WHICH ARE BASED ON AN AGREED-UPON FORMULA WITH THE INSURER ARE MET.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt03234
IRS990/FeesForServicesOtherGrp/TotalAmt0225714
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0CAPREIT OPERATING LP
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03579106
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt086668
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt086668
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CAPREIT WELFARE BENEFIT PLAN (THE PLAN) WAS FORMED TO SERVE AS THE FUNDING VEHICLE FOR HEALTH AND OTHER BENEFITS TO BE PAID TO THE ELIGIBLE EMPLOYEES OF CAPREIT OPERATING LP, CAPREIT RESIDENTIAL CORPORATION, AND CAPREIT MANAGEMENT, LLC AND THEIR RESPECTIVE ELIGIBLE DEPENDENTS PURSUANT TO THE CAPREIT WELFARE BENEFIT PLAN. THE PLAN IS ENGAGED IN NO ACTIVITIES OTHER THAN THOSE REQUIRED TO MAINTAIN ITS EXISTENCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02383728
IRS990/NetAssetsOrFundBalancesEOYAmt01578967
IRS990/NetUnrelatedBusTxblIncmAmt079556
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02383728
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01578967
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt04848
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TAXES, LICENSES & PERMI
IRS990/OtherExpensesGrp/TotalAmt011023
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0IRA STRASSBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER & EMPLOYEE CO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03492438
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03492438
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03527123
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt053218
IRS990/PYOtherExpensesAmt0269700
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04209763
IRS990/PYRevenuesLessExpensesAmt0466158
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03796823
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04262981
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-804761
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02388288
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01612675
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04383867
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03579106
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. AS OF NOVEMBER 14, 2025, THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, REQUIRED NONDISCRIMINATION TESTING FOR THE YEAR ENDED JANUARY 31, 2025 HAD NOT BEEN COMPLETED FOR THE PLAN. PLAN MANAGEMENT DOES NOT BELIEVE THAT THIS WILL HAVE A MATERIAL IMPACT ON THE PLAN'S FINANCIAL STATEMENTS AND WILL TAKE APPROPRIATE ACTIONS, IF ANY ARE REQUIRED, TO MAINTAIN THE PLAN'S QUALIFIED TAX STATUS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JANUARY 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04383867
IRS990ScheduleD/TotalRevenuePerForm990Amt03579106
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03579106
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04383867
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAPREIT OPERATING LIMITED PARTNERSHIP IS THE PLAN SPONSOR, THE ADMINISTRATOR. THEY HAVE THE POWER TO APPOINT THE TRUSTEE AND TERMINATE THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS OF THE TRUSTEE'S GENERAL PARTNER REVIEW THE PLAN'S FEDERAL FORM 990 FOR ACCURACY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE USES THE CONFLICT OF INTEREST OF ITS GENERAL PARTNER. THE TRUSTEE'S GENERAL PARTNER MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY AND ANY IMPACT ON PLAN ADMINISTRATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0522064504
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1522347515
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1MD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0INVESTMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0CAPREIT OPERATING LIMITED PARTNERSHIP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1CAPREIT RESIDENTIAL MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt06116 EXECUTIVE BLVD SUITE 100
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt16116 EXECUTIVE BLVD SUITE 100
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0ROCKVILLE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1ROCKVILLE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1MD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd020852
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd120852
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02417145
IRS990/TotalAssetsEOYAmt01670016
IRS990/TotalAssetsGrp/BOYAmt02417145
IRS990/TotalAssetsGrp/EOYAmt01670016
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04383867
IRS990/TotalGrossUBIAmt086668
IRS990/TotalLiabilitiesBOYAmt033417
IRS990/TotalLiabilitiesEOYAmt091049
IRS990/TotalLiabilitiesGrp/BOYAmt033417
IRS990/TotalLiabilitiesGrp/EOYAmt091049
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02383728
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01578967
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03492438
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03492438
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03579106
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt086668
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02417145
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01670016
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06116 EXECUTIVE BLVD 100
IRS990/USAddress/CityNm0ROCKVILLE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020852
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0IRA STRASSBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03012318700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPREIT WELFARE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CAPR
ReturnHeader/Filer/EIN0521927939
ReturnHeader/Filer/PhoneNum03012318700
ReturnHeader/Filer/USAddress/AddressLine1Txt06116 EXECUTIVE BLVD 100
ReturnHeader/Filer/USAddress/CityNm0ROCKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020852
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06116 EXECUTIVE BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03015899000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BREE-ANN WEIDNER
ReturnHeader/ReturnTs02025-12-22T10:47:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

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