Civic Intelligence

Research Triangle Institute Post Retirement Health Benefits Trust

990 • Fiscal year 2016 • EIN 56-1855400

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 14, 2017

Organization Profilewww.rti.org

View Organization Page

PO Box 12194Research Triangle Park, NC 27709

(919) 541-6686

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

59th percentile

5.8%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

62nd percentile

$41,396

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

61st percentile

6.1%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

5.8%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$11,887,664

Up $679,050 (+6.1%) from 2015

Net Assets

Up

$11,875,734

Up $678,819 (+6.1%) from 2015

Liabilities

Up

$11,930

Up $231 (+2.0%) from 2015

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin59th percentile

Revenue

Up

$1,813,233

Up $100,171 (+5.8%) from 2015

Expenses

Up

$1,708,585

Up $350,199 (+26%) from 2015

Net Income

Down

$104,648

Down $250,028 (-70%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $6,831,958Liabilities 2010: $3,281Net Assets 2010: $6,828,6772010Assets 2011: $7,274,108Liabilities 2011: $3,669Net Assets 2011: $7,270,4392011Assets 2012: $9,036,182Liabilities 2012: $4,057Net Assets 2012: $9,032,1252012Assets 2013: $10,538,950Liabilities 2013: $10,319Net Assets 2013: $10,528,6312013Assets 2014: $11,383,968Liabilities 2014: $11,536Net Assets 2014: $11,372,4322014Assets 2015: $11,208,614Liabilities 2015: $11,699Net Assets 2015: $11,196,9152015Assets 2016: $11,887,664Liabilities 2016: $11,930Net Assets 2016: $11,875,7342016Assets 2017: $13,004,069Liabilities 2017: $12,986Net Assets 2017: $12,991,0832017Assets 2018: $13,824,640Liabilities 2018: $13,887Net Assets 2018: $13,810,7532018Assets 2019: $13,593,657Liabilities 2019: $13,843Net Assets 2019: $13,579,8142019Assets 2020: $14,870,413Liabilities 2020: $459,240Net Assets 2020: $14,411,1732020Assets 2021: $16,548,725Liabilities 2021: $14,963Net Assets 2021: $16,533,7622021Assets 2022: $13,306,406Liabilities 2022: $18,606Net Assets 2022: $13,287,8002022Assets 2023: $14,447,024Liabilities 2023: $21,850Net Assets 2023: $14,425,1742023Assets 2024: $17,038,106Liabilities 2024: $23,077Net Assets 2024: $17,015,0292024

Highlighted filing

2016

Assets$11,887,664
Liabilities$11,930
Net Assets$11,875,734
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $962,5442010Expenses 2011: $1,018,9152011Expenses 2012: $1,088,5592012Revenue 2013: $2,201,239Expenses 2013: $1,053,481Net Income 2013: $1,147,7582013Revenue 2014: $1,530,942Expenses 2014: $1,173,007Net Income 2014: $357,9352014Revenue 2015: $1,713,062Expenses 2015: $1,358,386Net Income 2015: $354,6762015Revenue 2016: $1,813,233Expenses 2016: $1,708,585Net Income 2016: $104,6482016Revenue 2017: $1,973,219Expenses 2017: $1,860,375Net Income 2017: $112,8442017Revenue 2018: $2,267,072Expenses 2018: $1,802,426Net Income 2018: $464,6462018Revenue 2019: $1,606,003Expenses 2019: $1,854,573Net Income 2019: -$248,5702019Revenue 2020: $1,638,417Expenses 2020: $1,642,141Net Income 2020: -$3,7242020Revenue 2021: $2,096,921Expenses 2021: $1,905,615Net Income 2021: $191,3062021Revenue 2022: $998,879Expenses 2022: $908,208Net Income 2022: $90,6712022Revenue 2023: $1,433,419Expenses 2023: $529,531Net Income 2023: $903,8882023Revenue 2024: $1,011,028Expenses 2024: $715,773Net Income 2024: $295,2552024

Highlighted filing

2016

Revenue$1,813,233
Expenses$1,708,585
Net Income$104,648
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 14, 2017
Return Version
2015v3.0
Gross Receipts
$6,557,448
Mission and Program Overview

Mission

Maintain medical, dental and vision benefits for retirees of rti. Up to 3,280 persons were eligible for benefits, of which 300 persons received benefits during the plan year.

Maintain medical, dental and vision benefits for retirees of rti.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,196,915$11,875,734▲ $678,819
Investments in Publicly Traded Securities$11,158,772$11,850,370▲ $691,598
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,208,614$11,887,664▲ $679,050
Other Assets Total$49,842$37,294▼ $12,548
Liabilities
Accounts Payable and Accrued Expenses$11,699$11,930▲ $231
Total Liabilities$11,699$11,930▲ $231
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,196,915$11,875,734▲ $678,819
Total Liabilities and Net Assets / Fund Balance$11,208,614$11,887,664▲ $679,050
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleBaseTotal
-None$41,396$41,396
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,329,477
Investment Income
$483,756
Other Revenue
$0
Change in Net Assets
$104,648

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,813,233
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$574,171
Total Revenue per Audited Statements
$2,387,404
Total Revenue per Form 990
$1,813,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$41,396
Other Expenses$30,972
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,636,217--$1,636,217
Current Officers, Directors, Trustees, and Key Employees$0$41,396$0$41,396
Fees for Services Other$30,972$0$0$30,972
Total Functional Expenses$1,667,189$41,396$0$1,708,585

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,708,585
Total Expenses per Audited Statements$1,708,585
Total Expenses per Form 990$1,708,585
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
Yes
Backup withholding compliance
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 11

“The Form 990 is reviewed by the independent accounting firm PricewaterhouseCoopers. In addition, a copy of the Form 990 is provided to senior management personnel of Research Triangle Institute who are responsible for the financials of the RTI International Retiree Health Plan, for which this VEBA trust was established under IRC Section 501(c)(9).”

Form 990, Part VI, Section C, line 19

“As a 501(c)(9) organziation, the trust is not required to make these documents available to the general public. Participants of the RTI International Retiree Health Plan are entitled to examine and obtain copies of plan documents and related program information in accordance with ERISA.”

Form 990, Part VI, Section A

“The Research Triangle Institute Post Retirement Health Benefits Trust was established by Research Triangle Institute to set aside funds to pay for benefits under the RTI International Retiree Health Plan. This trust is a voluntary employee benefits association (VEBA) under Section 501(c)(9) of the Internal Revenue Code. As Plan Administrator, the RTI Employee Benefits Committee is responsible for maintaining compliance with the plan document, ERISA, and the trust agreement. Members of this committee and delegates thereof include RTI senior managment representatives for human resources, accounting and treasury. As Trustee of the VEBA, Wells Fargo Bank holds and administers the trust fund, pursuant to the terms of the trust agreement.”

Form 990, Part VI, Section B

“This trust is a voluntary employee benefits association (VEBA) under IRC Section 501(c)(9). The trustee is a bank that has a fiduciary duty to manage investments in the interest of the beneficiaries and operates pursuant to a stringent code of conduct. This VEBA trust does not have any employees, therefore there are no processes related to employee compensation.”

Filing and Contact Details

Filer

Filer Name
Research Triangle Institute
EIN
56-1855400
Phone
9195416686
Address
PO BOX 12194, RESEARCH TRIANGLE PARK, NC 27709

Signing Officer

Name
Aylin Losavio
Title
Director of Global Tax
Phone
9195416686
Signed
2017-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael H Kaelin Jr
Formed
1993
Legal Domicile
Nc
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 13TH ST NW STE 1000, WASHINGTON, DC 20005
Preparer
Travis L Patton
Phone
2024141000
Raw XML Appendix364 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the independent accounting firm PricewaterhouseCoopers. In addition, a copy of the Form 990 is provided to senior management personnel of Research Triangle Institute who are responsible for the financials of the RTI International Retiree Health Plan, for which this VEBA trust was established under IRC Section 501(c)(9).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1As a 501(c)(9) organziation, the trust is not required to make these documents available to the general public. Participants of the RTI International Retiree Health Plan are entitled to examine and obtain copies of plan documents and related program information in accordance with ERISA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Research Triangle Institute Post Retirement Health Benefits Trust was established by Research Triangle Institute to set aside funds to pay for benefits under the RTI International Retiree Health Plan. This trust is a voluntary employee benefits association (VEBA) under Section 501(c)(9) of the Internal Revenue Code. As Plan Administrator, the RTI Employee Benefits Committee is responsible for maintaining compliance with the plan document, ERISA, and the trust agreement. Members of this committee and delegates thereof include RTI senior managment representatives for human resources, accounting and treasury. As Trustee of the VEBA, Wells Fargo Bank holds and administers the trust fund, pursuant to the terms of the trust agreement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3This trust is a voluntary employee benefits association (VEBA) under IRC Section 501(c)(9). The trustee is a bank that has a fiduciary duty to manage investments in the interest of the beneficiaries and operates pursuant to a stringent code of conduct. This VEBA trust does not have any employees, therefore there are no processes related to employee compensation.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0Research Triangle Institute
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt2Research Triangle Institute
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt3Research Triangle Institute
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt4Research Triangle Institute
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt5RTI Syntegrity Inc
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/AddressLine1Txt015 Queens Rd Central
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/AddressLine1Txt1Beijing Prosper Centre No 5 Guang
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/AddressLine1Txt2F22 667 IIND Floor Ganesh Nagar II
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/AddressLine1Txt3181 Bay Street Suite 2425
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CityNm1Beijing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CityNm2New Delhi
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CityNm3Toronto, Ontario, Canada
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/ForeignPostalCd010020
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/ForeignPostalCd1110092
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/ForeignPostalCd2MSJ 2T3
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileForeignCountryCd0HK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileForeignCountryCd1CH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileForeignCountryCd2IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileForeignCountryCd3CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Investment Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Scientific research and development
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2Scientific research and development
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3Scientific research and development
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4Business Services
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5Consulting
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Research Triangle Institute International(Hong Kong)Limited
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Triangle Beijing Consulting Co Ltd
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2Research Triangle Institute Global India Private Limited
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3Research Triangle Institute Global Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4RTI Syntegrity Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5Team Syntegrity Americas Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03040 Cornwallis Road
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt13040 Cornwallis Road
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Research Triangle Park
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1Research Triangle Park
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0560686338
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 12194
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0RESEARCH TRIANGLE PARK
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011208614
IRS990/TotalAssetsEOYAmt011887664
IRS990/TotalAssetsGrp/BOYAmt011208614
IRS990/TotalAssetsGrp/EOYAmt011887664
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041396
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01667189
IRS990/TotalFunctionalExpensesGrp/TotalAmt01708585
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011699
IRS990/TotalLiabilitiesEOYAmt011930
IRS990/TotalLiabilitiesGrp/BOYAmt011699
IRS990/TotalLiabilitiesGrp/EOYAmt011930
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011196915
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011875734
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01667189
IRS990/TotalProgramServiceRevenueAmt01329477
IRS990/TotalReportableCompFromOrgAmt041396
IRS990/TotalRevenueGrp/ExclusionAmt0483756
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01329477
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01813233
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011887664
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 12194
IRS990/USAddress/CityNm0RESEARCH TRIANGLE PARK
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027709
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Aylin Losavio
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF GLOBAL TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum09195416686
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Research Triangle Institute
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Post Retirement Health Benefits Trust
ReturnHeader/Filer/BusinessNameControlTxt0RESE
ReturnHeader/Filer/EIN0561855400
ReturnHeader/Filer/PhoneNum09195416686
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 12194
ReturnHeader/Filer/USAddress/CityNm0RESEARCH TRIANGLE PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027709
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 13TH ST NW STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020005
ReturnHeader/PreparerPersonGrp/PhoneNum02024141000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRAVIS L PATTON
ReturnHeader/ReturnTs02017-08-14T15:44:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,887,664
Liabilities
$11,930
Net assets
$11,875,734
Revenue
$1,813,233
Expenses
$1,708,585
Net income
$104,648
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.0$0.02$17.0$1.01$0.72$0.30
2023Detailed filing. Detailed filing data is available for this year.$14.4$0.02$14.4$1.43$0.53$0.90
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$0.02$13.3$1.00$0.91$0.09
2021Detailed filing. Detailed filing data is available for this year.$16.5$0.01$16.5$2.10$1.91$0.19
2020Detailed filing. Detailed filing data is available for this year.$14.9$0.46$14.4$1.64$1.64$0.00
2019Detailed filing. Detailed filing data is available for this year.$13.6$0.01$13.6$1.61$1.85$0.25
2018Detailed filing. Detailed filing data is available for this year.$13.8$0.01$13.8$2.27$1.80$0.46
2017Summary only. Only limited summary data is available for this year.$13.0$0.01$13.0$1.97$1.86$0.11
2016Detailed filing. Detailed filing data is available for this year.$11.9$0.01$11.9$1.81$1.71$0.10
2015Detailed filing. Detailed filing data is available for this year.$11.2$0.01$11.2$1.71$1.36$0.35
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.01$11.4$1.53$1.17$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.01$10.5$2.20$1.05$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.04$0.00$9.03$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.27$0.00$7.27$1.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.83$0.00$6.83$0.96
Peer Organizations

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