Civic Intelligence

Piedmont Liability Trust

990 • Fiscal year 2020 • EIN 54-6280083

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 16, 2021

Organization ProfileN/A

View Organization Page

1020 Ednam Center No 100Charlottesville, VA 22903

(434) 296-2100

Siviq Scores

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

Liabilities / Assets

91st percentile

0.98x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

8.76x

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

81st percentile

$729,286

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

34th percentile

1.9%

Faster asset growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

10%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$73,442,059

Up $1,355,886 (+1.9%) from 2019

Net Assets

Up

$1,521,079

Up $1,040,313 (+216%) from 2019

Liabilities

Up

$71,920,980

Up $315,573 (+0.4%) from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin69th percentile

Revenue

Up

$8,213,885

Up $771,049 (+10%) from 2019

Expenses

Down

$7,172,580

Down $3,332,111 (-32%) from 2019

Net Income

Up

$1,041,305

Up $4,103,160 (+134%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$150M$100M$50M$0Assets 2011: $60,740,434Liabilities 2011: $51,393,146Net Assets 2011: $9,347,2882011Assets 2012: $59,474,746Liabilities 2012: $51,202,022Net Assets 2012: $8,272,7242012Assets 2013: $61,357,191Liabilities 2013: $52,514,392Net Assets 2013: $8,842,7992013Assets 2014: $66,618,417Liabilities 2014: $57,042,971Net Assets 2014: $9,575,4462014Assets 2015: $66,695,203Liabilities 2015: $59,061,451Net Assets 2015: $7,633,7522015Assets 2016: $63,940,779Liabilities 2016: $59,998,487Net Assets 2016: $3,942,2922016Assets 2017: $67,059,341Liabilities 2017: $65,165,918Net Assets 2017: $1,893,4232017Assets 2018: $68,376,241Liabilities 2018: $66,151,464Net Assets 2018: $2,224,7772018Assets 2019: $72,086,173Liabilities 2019: $71,605,407Net Assets 2019: $480,7662019Assets 2020: $73,442,059Liabilities 2020: $71,920,980Net Assets 2020: $1,521,0792020Assets 2021: $84,612,147Liabilities 2021: $76,402,021Net Assets 2021: $8,210,1262021Assets 2022: $77,604,181Liabilities 2022: $77,133,183Net Assets 2022: $470,9982022Assets 2023: $84,995,109Liabilities 2023: $74,547,573Net Assets 2023: $10,447,5362023Assets 2024: $97,858,593Liabilities 2024: $73,504,467Net Assets 2024: $24,354,1262024Assets 2025: $107,835,895Liabilities 2025: $72,895,895Net Assets 2025: $34,940,0002025

Highlighted filing

2020

Assets$73,442,059
Liabilities$71,920,980
Net Assets$1,521,079
Open 2020 Filing

Operations Trend

Revenue Growth69th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $5,291,9492011Expenses 2012: $7,832,8012012Expenses 2013: $6,503,9152013Revenue 2014: $6,917,486Expenses 2014: $8,804,771Net Income 2014: -$1,887,2852014Revenue 2015: $8,476,843Expenses 2015: $8,564,820Net Income 2015: -$87,9772015Revenue 2016: $4,225,214Expenses 2016: $8,783,933Net Income 2016: -$4,558,7192016Revenue 2017: $8,924,478Expenses 2017: $9,934,003Net Income 2017: -$1,009,5252017Revenue 2018: $7,475,530Expenses 2018: $7,791,455Net Income 2018: -$315,9252018Revenue 2019: $7,442,836Expenses 2019: $10,504,691Net Income 2019: -$3,061,8552019Revenue 2020: $8,213,885Expenses 2020: $7,172,580Net Income 2020: $1,041,3052020Revenue 2021: $9,240,734Expenses 2021: $10,140,328Net Income 2021: -$899,5942021Revenue 2022: $9,580,879Expenses 2022: $7,076,241Net Income 2022: $2,504,6382022Revenue 2023: $9,937,300Expenses 2023: $2,688,002Net Income 2023: $7,249,2982023Revenue 2024: $11,639,538Expenses 2024: $4,330,011Net Income 2024: $7,309,5272024Revenue 2025: $11,071,703Expenses 2025: $6,009,799Net Income 2025: $5,061,9042025

Highlighted filing

2020

Revenue$8,213,885
Expenses$7,172,580
Net Income$1,041,305
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 16, 2021
Return Version
2019v5.2
Gross Receipts
$40,363,902
Mission and Program Overview

Mission

The organization was formed to accumulate and hold funds for use in satisfying medical professional liability claims against the university of virginia physicians' group and covered clinicians of university of virginia health, uva community health medical group, llc, and community medicine university of virginia, llc.

The organization was formed to accumulate and hold funds for use in satisfying medical professional liability claims against the university of virginia physicians' group and its employed clinicians.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$65,194,026$68,624,860▲ $3,430,834
Savings and Temporary Cash Investments$5,926,005$3,905,363▼ $2,020,642
Land, Buildings, and Equipment, Net$501,432$528,267▲ $26,835
Prepaid Expenses and Deferred Charges$211,048$123,789▼ $87,259
Cash and Non-Interest-Bearing Accounts$2,025$5,468▲ $3,443
Total Assets$72,086,173$73,442,059▲ $1,355,886
Other Assets Total$251,637$254,312▲ $2,675
Liabilities
Other Liabilities$71,569,290$71,878,018▲ $308,728
Accounts Payable and Accrued Expenses$35,867$42,212▲ $6,345
Deferred Revenue$250$750▲ $500
Total Liabilities$71,605,407$71,920,980▲ $315,573
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$480,766$1,521,079▲ $1,040,313
Total Net Assets Fund Balance$480,766$1,521,079▲ $1,040,313
Total Liabilities and Net Assets / Fund Balance$72,086,173$73,442,059▲ $1,355,886

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$223,188$865,644$1,088,832
Equipment$37,109$285,248$322,357
Land$267,970-$267,970
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca W West Jd EsqCEOFT$587,994$141,292$729,286
Bruce D Gehle JdCOOFT$307,500$80,453$387,953
John E Peterson JrLitigation CounselFT$228,375$42,041$270,416
Lance D FrasierManager of Finance & OperationsFT$129,400$19,978$149,378
Judy L FortineuxChief of StaffFT$120,195$19,284$139,479

Board Members and Trustees

NameTitle
Randolph J Canterbury MdChairman
Scott a Syverud MdVice-chairman
A B Chhabra MdDirector
A H L Clayton MdDirector
C a Moskaluk MdDirector
J C Feist Jd MbaDirector
J D Truwit MdDirector
J W Howell JdDirector
K C Johnston MdDirector
M H Rosner MdDirector
Mark E Shaffrey MdDirector
P T Hallowell MdDirector
R C Scott Iii JdDirector
S S Park MdDirector
R P BorenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,239,157
Investment Income
$3,964,507
Other Revenue
$10,221
Change in Net Assets
$1,041,305

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,130,643
Revenue Not Reported on Financial Statements
$83,242
Revenue Not Reported on Form 990
$-992
Other Revenue Adjustments
$-17,149
Total Revenue per Audited Statements
$8,129,651
Total Revenue per Form 990
$8,213,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,326,553
Salaries, Compensation, and Employee Benefits$1,846,027
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$734,214$742,965-$1,477,179
Other Salaries and Wages$78,744$164,274-$243,018
Fees for Service Investment Mgmnt Fees-$100,391-$100,391
Insurance$8,910$48,014-$56,924
Payroll Taxes$25,480$31,302-$56,782
Pension Plan Contributions$18,344$20,246-$38,590
Depreciation Depletion-$38,168-$38,168
Fees for Services Accounting-$32,200-$32,200
Other Employee Benefits$20,016$10,442-$30,458
Other Expenses$26,733--$26,733
Fees for Services Other$24,534--$24,534
Occupancy$18,194--$18,194
Office Expenses$16,812--$16,812
All Other Expenses$14,412--$14,412
Conferences and Meetings$1,641$6,260-$7,901
Travel$1,409$1,409-$2,818
Total Functional Expenses$5,976,909$1,195,671$0$7,172,580

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,172,580
Total Expenses per Audited Statements$7,089,338
Expenses per Audited Statements$7,072,189
Expenses Not Reported on Financial Statements$100,391
Expenses Not Reported on Form 990$17,149
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
Reserve for Losses and Loss Adjustment Expenses$71,874,321
Capital Lease Payable$3,697
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“Prior to its filing, the organization's 990 is reviewed by management.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the organization's ceo is determined by the board of directors on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The organization's documents are available for review upon request.”

FORM 990, PART VI, SECTION C, LINE 19:

“The executive committee assumes responsibility for oversight of the audit. Auditors report audit results and findings to executive committee each year. Selection of an independent accountant is made by the executive committee each year at one of the scheduled meetings.”

Filing and Contact Details

Filer

Filer Name
Piedmont Liability Trust
EIN
54-6280083
Phone
4342962100
Address
1020 EDNAM CENTER NO 100, CHARLOTTESVILLE, VA 22903

Signing Officer

Name
Rebecca W West Esq
Title
CEO/trustee
Phone
4342962100
Signed
2021-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca W West Esq
Formed
1989
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
15
Employees
11
Volunteers
15

Preparer

Firm
Dixon Hughes Goodman Llp
Address
901 EAST CARY STREET SUITE 1000, RICHMOND, VA 23219
Preparer
Lori K Cochran
Phone
8042827636
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust is exempt from federal and state income taxes under internal revenue code, section 501(c)(3) and the tax statutes of the commonwealth of virginia. Accordingly, no provision for income taxes has been made in the accompanying financial statements. The trust has determined that there are no material unrecognized tax benefits or obligations as of june 30, 2020 and 2019.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSES -17,149.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 17,149.”

Raw XML AppendixShowing 400 of 629 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16COO
IRS990/Form990PartVIISectionAGrp/TitleTxt17LITIGATION COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF OF STAFF
IRS990/Form990PartVIISectionAGrp/TitleTxt19MANAGER OF FINANCE & OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02268129
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt034400997
IRS990/GrossReceiptsAmt040363902
IRS990/GrossRentsGrp/RealAmt027350
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt048014
IRS990/InsuranceGrp/ProgramServicesAmt08910
IRS990/InsuranceGrp/TotalAmt056924
IRS990/InvestmentIncomeGrp/ExclusionAmt01696378
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01696378
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt065194026
IRS990/InvestmentsPubTradedSecGrp/EOYAmt068624860
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01150892
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0501432
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0528267
IRS990/LandBldgEquipCostOrOtherBssAmt01679159
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032132868
IRS990/LessRentalExpensesGrp/RealAmt017149
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION WAS FORMED TO ACCUMULATE AND HOLD FUNDS FOR USE IN SATISFYING MEDICAL PROFESSIONAL LIABILITY CLAIMS AGAINST THE UNIVERSITY OF VIRGINIA PHYSICIANS' GROUP AND ITS EMPLOYED CLINICIANS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0480766
IRS990/NetAssetsOrFundBalancesEOYAmt01521079
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02268129
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02268129
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt010201
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt010201
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-992
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0480766
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01521079
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt018194
IRS990/OccupancyGrp/TotalAmt018194
IRS990/OfficeExpensesGrp/ProgramServicesAmt016812
IRS990/OfficeExpensesGrp/TotalAmt016812
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0251637
IRS990/OtherAssetsTotalGrp/EOYAmt0254312
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010442
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020016
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030458
IRS990/OtherExpensesGrp/Desc0LOSS & LOSS ADJUSTMENTS
IRS990/OtherExpensesGrp/Desc1EXCESS INSURANCE FEES
IRS990/OtherExpensesGrp/Desc2MAINTENANCE
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt04851273
IRS990/OtherExpensesGrp/ProgramServicesAmt193000
IRS990/OtherExpensesGrp/ProgramServicesAmt243193
IRS990/OtherExpensesGrp/ProgramServicesAmt326733
IRS990/OtherExpensesGrp/TotalAmt04851273
IRS990/OtherExpensesGrp/TotalAmt193000
IRS990/OtherExpensesGrp/TotalAmt243193
IRS990/OtherExpensesGrp/TotalAmt326733
IRS990/OtherLiabilitiesGrp/BOYAmt071569290
IRS990/OtherLiabilitiesGrp/EOYAmt071878018
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt020
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020
IRS990/OtherRevenueTotalAmt020
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0164274
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt078744
IRS990/OtherSalariesAndWagesGrp/TotalAmt0243018
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt031302
IRS990/PayrollTaxesGrp/ProgramServicesAmt025480
IRS990/PayrollTaxesGrp/TotalAmt056782
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt020246
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018344
IRS990/PensionPlanContributionsGrp/TotalAmt038590
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0211048
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0123789
IRS990/PrincipalOfficerNm0REBECCA W WEST ESQ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0PREMIUM ASSESSMENTS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04239157
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02005104
IRS990/PYOtherExpensesAmt09008801
IRS990/PYOtherRevenueAmt018993
IRS990/PYProgramServiceRevenueAmt05418739
IRS990/PYRevenuesLessExpensesAmt0-3061855
IRS990/PYSalariesCompEmpBnftPaidAmt01495890
IRS990/PYTotalExpensesAmt010504691
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07442836
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01041305
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt010201
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04239157
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05926005
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03905363
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/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0UNIVERSITY OF VIRGINIA PHYSICIANS' GROUP'S PRESIDENT AND CEO SERVE ON THE BOARD OF THE ORGANIZATION AND THE MAJORITY OF THE PHYSICIAN DIRECTORS ARE EMPLOYEES OF UNIVERSITY OF VIRGINIA PHYSICIANS' GROUP. THE ORGANIZATION'S BOARD OF DIRECTORS ADOPTS THE INVESTMENT POLICY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION WAS FORMED TO ACCUMULATE AND HOLD FUNDS FOR USE IN SATISFYING MEDICAL PROFESSIONAL LIABILITY CLAIMS AGAINST THE UNIVERSITY OF VIRGINIA PHYSICIANS' GROUP AND ITS EMPLOYED CLINICIANS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2IF IT WEREN'T FOR THE ORGANIZATION ACCUMULATING AND HOLDING FUNDS FOR USE IN SATISFYING MEDICAL PROFESSIONAL LIABILITY CLAIMS AGAINST THE UNIVERSITY OF VIRGINIA PHYSICIANS' GROUP AND ITS EMPLOYED CLINICIANS, UNIVERSITY OF VIRGINIA PHYSICIANS' GROUP WOULD STILL NEED TO PROVIDE MEDICAL PROFESSIONAL LIABILITY INSURANCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0541124769
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01

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Filings

Displayed year

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

Open filing
Assets
$73,442,059
Liabilities
$71,920,980
Net assets
$1,521,079
Revenue
$8,213,885
Expenses
$7,172,580
Net income
$1,041,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$108$72.9$34.9$11.1$6.01$5.06
2024Detailed filing. Detailed filing data is available for this year.$97.9$73.5$24.4$11.6$4.33$7.31
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.0$74.5$10.4$9.94$2.69$7.25
2022Detailed filing. Detailed filing data is available for this year.$77.6$77.1$0.47$9.58$7.08$2.50
2021Detailed filing. Detailed filing data is available for this year.$84.6$76.4$8.21$9.24$10.1$0.90
2020Detailed filing. Detailed filing data is available for this year.$73.4$71.9$1.52$8.21$7.17$1.04
2019Detailed filing. Detailed filing data is available for this year.$72.1$71.6$0.48$7.44$10.5$3.06
2018Detailed filing. Detailed filing data is available for this year.$68.4$66.2$2.22$7.48$7.79$0.32
2017Detailed filing. Detailed filing data is available for this year.$67.1$65.2$1.89$8.92$9.93$1.01
2016Detailed filing. Detailed filing data is available for this year.$63.9$60.0$3.94$4.23$8.78$4.56
2015Detailed filing. Detailed filing data is available for this year.$66.7$59.1$7.63$8.48$8.56$0.09
2014Detailed filing. Detailed filing data is available for this year.$66.6$57.0$9.58$6.92$8.80$1.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.4$52.5$8.84$6.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.5$51.2$8.27$7.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.7$51.4$9.35$5.29