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The General Dynamics Is&T Retiree Benefits Tr

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$34.6M (2022)

Expenses
$18.2M (2022)

Total Assets
$82.6M (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,550,972
Expenses
$18,182,966
Net Income
$16,368,006
Net Assets
$82,634,331
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,164,701
12.1%
Investment Income $2,747,729
8.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,646,709
80.0%
Net Inventory Sales $0
Other Revenue -$8,167
Notable Expenses Percent of Total Expenses
Executive Compensation $80,826
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $82,634,331
Total Liabilities $0
Net Assets $82,634,331
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $80,826 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,120,294
Expenses
$15,761,646
Net Income
-$641,352
Net Assets
$104,439,191
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,013,355
26.5%
Investment Income $3,088,611
20.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,034,596
53.1%
Net Inventory Sales $0
Other Revenue -$16,268
Notable Expenses Percent of Total Expenses
Executive Compensation $50,044
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $104,439,191
Total Liabilities $0
Net Assets $104,439,191
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $50,044 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,836,914
Expenses
$14,908,195
Net Income
-$2,071,281
Net Assets
$103,955,974
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,923,250
30.6%
Investment Income $3,141,031
24.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,715,426
36.7%
Net Inventory Sales $0
Other Revenue $1,057,207
8.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $102,664
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $103,955,974
Total Liabilities $0
Net Assets $103,955,974
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $102,664 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,267,485
Expenses
$16,192,492
Net Income
-$4,925,007
Net Assets
$102,218,863
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,860,653
34.3%
Investment Income $3,407,755
30.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,002,909
35.5%
Net Inventory Sales $0
Other Revenue -$3,832
Notable Expenses Percent of Total Expenses
Executive Compensation $102,019
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $102,218,863
Total Liabilities $0
Net Assets $102,218,863
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Com (Trustee) $102,019 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,990,200
Expenses
$9,987,901
Net Income
-$3,997,701
Net Assets
$98,426,189
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $940,962
15.7%
Investment Income $2,069,359
34.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,092,633
18.2%
Net Inventory Sales $0
Other Revenue $1,887,246
31.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $31,277
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $98,426,189
Total Liabilities $0
Net Assets $98,426,189

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,078,582
Expenses
$6,220,134
Net Income
-$3,141,552
Net Assets
$30,209,083
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $967,813
31.4%
Investment Income $1,031,472
33.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,081,838
35.1%
Net Inventory Sales $0
Other Revenue -$2,541
Notable Expenses Percent of Total Expenses
Executive Compensation $35,163
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,209,083
Total Liabilities $0
Net Assets $30,209,083
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $35,163 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,494,226
Expenses
$3,022,264
Net Income
-$528,038
Net Assets
$31,874,725
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $993,884
39.8%
Investment Income $725,936
29.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $774,406
31.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $63,578
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $31,874,725
Total Liabilities $0
Net Assets $31,874,725

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,248,667
Expenses
$248,388
Net Income
$1,000,279
Net Assets
$5,427,939
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,072
3.1%
Investment Income $117,508
9.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,092,087
87.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,343
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,432,090
Total Liabilities $4,151
Net Assets $5,427,939
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $6,343 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$424,871
Expenses
$648,710
Net Income
-$223,839
Net Assets
$5,510,729
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,473
12.8%
Investment Income $98,229
23.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $272,169
64.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,774
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,519,535
Total Liabilities $8,806
Net Assets $5,510,729
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $4,774 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$323,769
Expenses
$380,191
Net Income
-$56,422
Net Assets
$5,433,588
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $150,663
46.5%
Investment Income $99,386
30.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $73,720
22.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,950
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,433,588
Total Liabilities $0
Net Assets $5,433,588
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $2,950 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,167,531
Expenses
$422,050
Net Income
$745,481
Net Assets
$4,338,019
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $259,980
22.3%
Investment Income $102,561
8.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $804,990
68.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $20,196
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,338,019
Total Liabilities $0
Net Assets $4,338,019

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$532,262
Expenses
$255,232
Net Income
$277,030
Net Assets
$3,947,755
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $307,793
57.8%
Investment Income $89,539
16.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $134,930
25.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,342
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,947,755
Total Liabilities $0
Net Assets $3,947,755

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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