Civic Intelligence

Associated Universities Inc. Retiree Health Benefits Trust

990 • Fiscal year 2019 • EIN 52-6748287

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileWWW.AUI.EDU
1400 16th Street NW No 730Washington, DC 20036-2252

(202) 462-1676

Siviq Scores

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

Liabilities / Assets

90th percentile

0.53x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

99th percentile

4.61x

Higher debt load relative to revenue than 99% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

100th percentile

$502,267

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 1190.7% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$367,017

Up $55,326 (+18%) from 2018

Net Assets

Up

$172,585

Up $50,424 (+41%) from 2018

Liabilities

Up

$194,432

Up $4,902 (+2.6%) from 2018

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin100th percentile

Revenue

Up

$42,181

Up $8,650 (+26%) from 2018

Expenses

Flat

$0

Flat from 2018

Net Income

Up

$42,181

Up $8,650 (+26%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$1.0M$500K$0-$500KAssets 2011: $508,292Liabilities 2011: $767,377Net Assets 2011: -$259,0852011Assets 2012: $473,795Liabilities 2012: $848,412Net Assets 2012: -$374,6172012Assets 2013: $440,499Liabilities 2013: $826,542Net Assets 2013: -$386,0432013Assets 2014: $355,010Liabilities 2014: $358,106Net Assets 2014: -$3,0962014Assets 2015: $271,940Liabilities 2015: $337,390Net Assets 2015: -$65,4502015Assets 2016: $288,231Liabilities 2016: $403,351Net Assets 2016: -$115,1202016Assets 2017: $337,026Liabilities 2017: $192,254Net Assets 2017: $144,7722017Assets 2018: $311,691Liabilities 2018: $189,530Net Assets 2018: $122,1612018Assets 2019: $367,017Liabilities 2019: $194,432Net Assets 2019: $172,5852019Assets 2020: $406,637Liabilities 2020: $191,450Net Assets 2020: $215,1872020Assets 2021: $470,521Liabilities 2021: $234,662Net Assets 2021: $235,8592021Assets 2022: $413,555Liabilities 2022: $184,591Net Assets 2022: $228,9642022Assets 2023: $471,462Liabilities 2023: $228,640Net Assets 2023: $242,8222023Assets 2024: $541,927Liabilities 2024: $247,125Net Assets 2024: $294,8022024

Highlighted filing

2019

Assets$367,017
Liabilities$194,432
Net Assets$172,585
Open 2019 Filing

Operations Trend

Revenue Growth76th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $12,469Expenses 2011: $51,763Net Income 2011: -$39,2942011Expenses 2012: $225,1642012Revenue 2013: $16,328Expenses 2013: $111,254Net Income 2013: -$94,9262013Revenue 2014: $54,696Expenses 2014: $82,784Net Income 2014: -$28,0882014Revenue 2015: $32,362Expenses 2015: $0Net Income 2015: $32,3622015Revenue 2016: $6,663Expenses 2016: $0Net Income 2016: $6,6632016Revenue 2017: $19,867Expenses 2017: $0Net Income 2017: $19,8672017Revenue 2018: $33,531Expenses 2018: $0Net Income 2018: $33,5312018Revenue 2019: $42,181Expenses 2019: $0Net Income 2019: $42,1812019Revenue 2020: $17,116Expenses 2020: $174Net Income 2020: $16,9422020Revenue 2021: $19,567Expenses 2021: $175Net Income 2021: $19,3922021Revenue 2022: $9,385Expenses 2022: $0Net Income 2022: $9,3852022Revenue 2023: $10,935Expenses 2023: $0Net Income 2023: $10,9352023Revenue 2024: $36,691Expenses 2024: $0Net Income 2024: $36,6912024

Highlighted filing

2019

Revenue$42,181
Expenses$0
Net Income$42,181
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$42,181
Mission and Program Overview

Mission

The purpose of the trust is to provide a source of funds to satisfy the obligation of the employer (associated universities, inc.) for the payment of retiree health benefits pursuant to the terms of the plan for eligible retirees and covered dependents associated with the aui corporate office

The purpose of the trust is to provide a source of funds to satisfy the obligation of the employer (associated universitites, inc.) for the payment of retiree health benefits pursuant to the terms of the plan for eligible retirees and their covered dependents associated with the aui corporate office.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$311,691$367,017▲ $55,326
Total Assets$311,691$367,017▲ $55,326
Liabilities
Other Liabilities$189,530$194,432▲ $4,902
Total Liabilities$189,530$194,432▲ $4,902
Net Assets / Fund Balance
Net Assets With Donor Restrictions$122,161$172,585▲ $50,424
Total Net Assets Fund Balance$122,161$172,585▲ $50,424
Total Liabilities and Net Assets / Fund Balance$311,691$367,017▲ $55,326
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
Adam CohenTrustee/president
Mark KontosTrustee
John LivelyTrustee (until 10/19)
Luther LauTrustee/chief Financial Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$42,181
Other Revenue
$0
Change in Net Assets
$42,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Post Retirement Benefit Obligation$194,432
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“The 990 is reviewed by management and given to the trustees for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its organizing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Associated Universities Inc Retiree
EIN
52-6748287
Phone
2024621676
Address
1400 16TH STREET NW NO 730, WASHINGTON, DC 20036-2252

Signing Officer

Name
Luther Lau
Title
Chief Financial Officer
Phone
2024621676
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Luther Lau
Formed
1995
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Mhm LLC
Address
500 BOYLSTON STREET, BOSTON, MA 02116
Preparer
Craig Klein
Phone
6177610600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in postretirement obligation -4,902.”

Financial Statement Notes

PART X, LINE 2:

“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 if the plan has any uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing juridictions, however, there are currently no audits for any tax periods in process.”

Raw XML Appendix375 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE TRUST IS TO PROVIDE A SOURCE OF FUNDS TO SATISFY THE OBLIGATION OF THE EMPLOYER (ASSOCIATED UNIVERSITITES, INC.) FOR THE PAYMENT OF RETIREE HEALTH BENEFITS PURSUANT TO THE TERMS OF THE PLAN FOR ELIGIBLE RETIREES AND THEIR COVERED DEPENDENTS ASSOCIATED WITH THE AUI CORPORATE OFFICE.
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0LUTHER LAU
IRS990/BooksInCareOfDetail/PhoneNum02024621676
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IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0200362252
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IRS990/CollectionsOfArtInd00
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IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ADMINISTRATION OF THE TRUST IN ACCORDANCE WITH THE TERMS OF THE PLAN.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0122161
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0172585
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt076315
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt148228
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0ADAM COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm1LUTHER LAU
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN LIVELY
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK KONTOS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0425952
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1296640
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE/CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE (UNTIL 10/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt029179
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt029179
IRS990/GrossReceiptsAmt042181
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt013002
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013002
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0311691
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0367017
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE TRUST IS TO PROVIDE A SOURCE OF FUNDS TO SATISFY THE OBLIGATION OF THE EMPLOYER (ASSOCIATED UNIVERSITITES, INC.) FOR THE PAYMENT OF RETIREE HEALTH BENEFITS PURSUANT TO THE TERMS OF THE PLAN FOR ELIGIBLE RETIREES AND THEIR COVERED DEPENDENTS ASSOCIATED WITH THE AUI CORPORATE OFFICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0122161
IRS990/NetAssetsOrFundBalancesEOYAmt0172585
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt029179
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029179
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt013145
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-4902
IRS990/OtherLiabilitiesGrp/BOYAmt0189530
IRS990/OtherLiabilitiesGrp/EOYAmt0194432
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LUTHER LAU
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt033531
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt033531
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033531
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt042181
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0194432
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0POST RETIREMENT BENEFIT OBLIGATION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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 IF THE PLAN HAS ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURIDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0194432
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt128000
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt048315
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt120228
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt014223
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt12816
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ADAM COHEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1LUTHER LAU
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE/PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE/CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0502267
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1344868
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY MANAGEMENT AND GIVEN TO THE TRUSTEES FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS ORGANIZING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN POSTRETIREMENT OBLIGATION -4,902.
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 XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ASSOCIATED UNIVERSITIES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0111630900
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0R&D
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01400 16TH STREET NW SUITE 730
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020036
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0311691
IRS990/TotalAssetsEOYAmt0367017
IRS990/TotalAssetsGrp/BOYAmt0311691
IRS990/TotalAssetsGrp/EOYAmt0367017
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0189530
IRS990/TotalLiabilitiesEOYAmt0194432
IRS990/TotalLiabilitiesGrp/BOYAmt0189530
IRS990/TotalLiabilitiesGrp/EOYAmt0194432
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0122161
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0172585
IRS990/TotalOtherCompensationAmt0124543
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt042181
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042181
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0311691
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0367017
IRS990/TotReportableCompRltdOrgAmt0722592
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01400 16TH STREET NW NO 730
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd0200362252
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.AUI.EDU
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LUTHER LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02024621676
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATED UNIVERSITIES INC RETIREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0526748287
ReturnHeader/Filer/PhoneNum02024621676
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 16TH STREET NW NO 730
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd0200362252
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AAFE5242E44AA74A98A743050A15125E154A43A4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId060FF9891D1F5F02B6CE76569FE37055EDA903CEE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.190.191.202
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:00:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263753134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06177610600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG KLEIN
ReturnHeader/ReturnTs02020-11-13T09:27:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
$367,017
Liabilities
$194,432
Net assets
$172,585
Revenue
$42,181
Expenses
$0
Net income
$42,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.42$2.47$2.95$0.37$0.00$0.37
2023Summary only. Only limited summary data is available for this year.$4.71$2.29$2.43$0.11$0.00$0.11
2022Summary only. Only limited summary data is available for this year.$4.14$1.85$2.29$0.09$0.00$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$2.35$2.36$0.20$0.00$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$1.91$2.15$0.17$0.00$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.67$1.94$1.73$0.42$0.00$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$1.90$1.22$0.34$0.00$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$1.92$1.45$0.20$0.00$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$4.03$1.15$0.07$0.00$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.72$3.37$0.65$0.32$0.00$0.32
2014Detailed filing. Detailed filing data is available for this year.$3.55$3.58$0.03$0.55$0.83$0.28
2013Detailed filing. Detailed filing data is available for this year.$4.40$8.27$3.86$0.16$1.11$0.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$8.48$3.75$2.25
2011Summary only. Only limited summary data is available for this year.$5.08$7.67$2.59$0.12$0.52$0.39
Peer Organizations

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