Civic Intelligence

Washington University Rmsa Plan Employee After Tax Contribution Tr

990 • Fiscal year 2017 • EIN 61-6328954

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 16, 2018

8625 Andrew Carnegie Blvd Attn CorpCharlotte, NC 28262

(877) 535-3910

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

44th percentile

$750

Higher top officer pay than 44% of similar nonprofits.

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

19%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$31,032,739

Up $6,168,237 (+25%) from 2016

Net Assets

Up

$31,032,739

Up $6,168,237 (+25%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$4,008,769

Up $632,091 (+19%) from 2016

Expenses

Up

$525,370

Up $51,069 (+11%) from 2016

Net Income

Up

$3,483,399

Up $581,022 (+20%) from 2016

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $8,579,161Liabilities 2011: $0Net Assets 2011: $8,579,1612011Assets 2012: $11,904,866Liabilities 2012: $0Net Assets 2012: $11,904,8662012Assets 2013: $16,261,288Liabilities 2013: $0Net Assets 2013: $16,261,2882013Assets 2014: $19,387,481Liabilities 2014: $0Net Assets 2014: $19,387,4812014Assets 2015: $21,436,616Liabilities 2015: $0Net Assets 2015: $21,436,6162015Assets 2016: $24,864,502Liabilities 2016: $0Net Assets 2016: $24,864,5022016Assets 2017: $31,032,739Liabilities 2017: $0Net Assets 2017: $31,032,7392017Assets 2018: $31,371,828Liabilities 2018: $0Net Assets 2018: $31,371,8282018Assets 2019: $40,058,174Liabilities 2019: $0Net Assets 2019: $40,058,1742019Assets 2020: $48,674,424Liabilities 2020: $0Net Assets 2020: $48,674,4242020Assets 2021: $56,579,864Liabilities 2021: $0Net Assets 2021: $56,579,8642021Assets 2022: $49,938,293Liabilities 2022: $0Net Assets 2022: $49,938,2932022Assets 2023: $60,656,106Liabilities 2023: $0Net Assets 2023: $60,656,1062023Assets 2024: $69,974,582Liabilities 2024: $0Net Assets 2024: $69,974,5822024

Highlighted filing

2017

Assets$31,032,739
Liabilities$0
Net Assets$31,032,739

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2011: $2,291,274Expenses 2011: $40,207Net Income 2011: $2,251,0672011Expenses 2012: $68,8802012Revenue 2013: $3,120,502Expenses 2013: $123,295Net Income 2013: $2,997,2072013Revenue 2014: $3,430,060Expenses 2014: $212,571Net Income 2014: $3,217,4892014Revenue 2015: $3,460,688Expenses 2015: $349,396Net Income 2015: $3,111,2922015Revenue 2016: $3,376,678Expenses 2016: $474,301Net Income 2016: $2,902,3772016Revenue 2017: $4,008,769Expenses 2017: $525,370Net Income 2017: $3,483,3992017Revenue 2018: $5,009,564Expenses 2018: $642,356Net Income 2018: $4,367,2082018Revenue 2019: $4,528,167Expenses 2019: $834,171Net Income 2019: $3,693,9962019Revenue 2020: $6,988,146Expenses 2020: $787,507Net Income 2020: $6,200,6392020Revenue 2021: $7,734,385Expenses 2021: $1,228,569Net Income 2021: $6,505,8162021Revenue 2022: $5,966,171Expenses 2022: $1,189,879Net Income 2022: $4,776,2922022Revenue 2023: $5,193,611Expenses 2023: $1,702,832Net Income 2023: $3,490,7792023Revenue 2024: $6,852,349Expenses 2024: $2,010,583Net Income 2024: $4,841,7662024

Highlighted filing

2017

Revenue$4,008,769
Expenses$525,370
Net Income$3,483,399
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 16, 2018
Return Version
2017v2.2
Gross Receipts
$6,092,389
Mission and Program Overview

Mission

This plan provides a way for employees to save for out of pocket retiree health care expenses in a tax favorable manner.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$24,864,502$31,032,739▲ $6,168,237
Investments in Publicly Traded Securities$23,750,964$29,577,753▲ $5,826,789
Savings and Temporary Cash Investments$1,101,870$1,442,041▲ $340,171
Accounts Receivable$11,668$12,945▲ $1,277
Total Assets$24,864,502$31,032,739▲ $6,168,237
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,864,502$31,032,739▲ $6,168,237
Total Liabilities and Net Assets / Fund Balance$24,864,502$31,032,739▲ $6,168,237
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$750$750
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,654,425
Investment Income
$1,354,344
Other Revenue
$0
Change in Net Assets
$3,483,399
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,941
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$516,429--$516,429
Fees for Services Management-$8,941-$8,941
Total Functional Expenses$516,429$8,941$0$525,370
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
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, Page 6, Part VI, Line 11-description of Process for Review

Tiaa-cref trust company, fsb as trustee is reponsible for preparation of the form 990 based on the financial information contained in our records. Upon completion, a copy of form 990 is forwarded to the plan sponsor for review and approval. Once approved, form 990 is then filed with the federal taxing authority by the regulatory deadline.

Form 990, Page 6, Part VI, Line 19

The organization makes its documents and policies available upon request.

Filing and Contact Details

Filer

Filer Name
Washington University Rmsa Employee
EIN
61-6328954
Phone
8775353910
Address
8625 ANDREW CARNEGIE BLVD ATTN CORP, CHARLOTTE, NC 28262

Signing Officer

Name
Brian T Corson
Title
Director
Phone
8775353910
Signed
2018-07-16

Organization Details

Principal Officer
Robert Buer
Formed
2007
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
0
Employees
0
Raw XML Appendix252 raw XML fields

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

Path#Value
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/FormationYr02007
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02277307
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01160657
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01160657
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023750964
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02083620
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/NetUnrlzdGainsLossesInvstAmt02684838
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROBERT BUER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Employee Contributions
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0459395
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0884617
IRS990/PYOtherExpensesAmt014906
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IRS990/PYTotalExpensesAmt0474301
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03483399
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01101870
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IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TIAA-CREF TRUST COMPANY, FSB AS TRUSTEE IS REPONSIBLE FOR PREPARATION OF THE FORM 990 BASED ON THE FINANCIAL INFORMATION CONTAINED IN OUR RECORDS. UPON COMPLETION, A COPY OF FORM 990 IS FORWARDED TO THE PLAN SPONSOR FOR REVIEW AND APPROVAL. ONCE APPROVED, FORM 990 IS THEN FILED WITH THE FEDERAL TAXING AUTHORITY BY THE REGULATORY DEADLINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0631121408
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0ST LOUIS
IRS990/USAddress/StateAbbreviationCd0MO
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0hr.wustl.edu
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN T CORSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHINGTON UNIVERSITY RMSA EMPLOYEE
ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0616328954
ReturnHeader/Filer/PhoneNum08775353910
ReturnHeader/Filer/USAddress/AddressLine1Txt08625 ANDREW CARNEGIE BLVD ATTN CORP
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0850C090F7CD0F991849A714E63161DE5A1AE08B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0850C090F7CD0F991849A714E63161DE5A1AE08B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0143.165.48.50
ReturnHeader/ReturnTs02018-07-16T13:00:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$70.0$0.00$70.0$6.85$2.01$4.84
2023Detailed filing. Detailed filing data is available for this year.$60.7$0.00$60.7$5.19$1.70$3.49
2022Detailed filing. Detailed filing data is available for this year.$49.9$0.00$49.9$5.97$1.19$4.78
2021Detailed filing. Detailed filing data is available for this year.$56.6$0.00$56.6$7.73$1.23$6.51
2020Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$6.99$0.79$6.20
2019Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$4.53$0.83$3.69
2018Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$5.01$0.64$4.37
2017Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$4.01$0.53$3.48
2016Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$3.38$0.47$2.90
2015Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$3.46$0.35$3.11
2014Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$3.43$0.21$3.22
2013Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$3.12$0.12$3.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.00$11.9$0.07
2011Summary only. Only limited summary data is available for this year.$8.58$0.00$8.58$2.29$0.04$2.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • $25M-$50M nonprofits