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Metropolitan School Dist Of Washington Twnshp Retiree Health P

  • Charlotte, NC
  • Tax-exempt since June 2014
  • EIN: 45-6446946

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
$1.72M (2023)

Expenses
$947k (2023)

Total Assets
$21.2M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,716,128
Expenses
$947,085
Net Income
$769,043
Net Assets
$21,246,110
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $767,792
44.7%
Investment Income $951,792
55.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,456
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,246,110
Total Liabilities $0
Net Assets $21,246,110
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Trust Na (Trustee) $1,500 $0 $0

Document Links

990
Filed on Oct. 28, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,030,418
Expenses
$728,473
Net Income
$1,301,945
Net Assets
$18,552,216
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $535,205
26.4%
Investment Income $1,432,111
70.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $63,102
3.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,552,216
Total Liabilities $0
Net Assets $18,552,216
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Trust Na (Trustee) $1,500 $0 $0

Document Links

990
Filed on Nov. 3, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,824,777
Expenses
$763,642
Net Income
$1,061,135
Net Assets
$22,252,126
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,943
1.1%
Investment Income $1,569,357
86.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $234,477
12.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,252,126
Total Liabilities $0
Net Assets $22,252,126
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $1,500 $0 $0

Document Links

990
Filed on Oct. 24, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,510,747
Expenses
$715,814
Net Income
$794,933
Net Assets
$20,676,212
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $287,005
19.0%
Investment Income $923,589
61.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $300,153
19.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,676,212
Total Liabilities $0
Net Assets $20,676,212
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $1,500 $0 $0

Document Links

990
Filed on Nov. 5, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,581,406
Expenses
$822,066
Net Income
$759,340
Net Assets
$18,843,860
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $615,830
38.9%
Investment Income $798,544
50.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $167,032
10.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,843,860
Total Liabilities $0
Net Assets $18,843,860
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $1,500 $0 $0

Document Links

990
Filed on Oct. 23, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,870,895
Expenses
$776,580
Net Income
$1,094,315
Net Assets
$16,152,905
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $599,136
32.0%
Investment Income $1,042,991
55.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $228,768
12.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,152,905
Total Liabilities $0
Net Assets $16,152,905
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $1,500 $0 $0

Document Links

990
Filed on Oct. 30, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,376,386
Expenses
$911,161
Net Income
$465,225
Net Assets
$17,211,588
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $598,090
43.5%
Investment Income $576,408
41.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $201,888
14.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,211,588
Total Liabilities $0
Net Assets $17,211,588
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $1,500 $0 $0

Document Links

990
Filed on Aug. 14, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,141,613
Expenses
$875,728
Net Income
$265,885
Net Assets
$15,295,287
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $583,380
51.1%
Investment Income $434,864
38.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $123,369
10.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,295,287
Total Liabilities $0
Net Assets $15,295,287
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $2,500 $0 $0

Document Links

990
Filed on Aug. 24, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,236,380
Expenses
$799,562
Net Income
$436,818
Net Assets
$14,741,086
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $569,590
46.1%
Investment Income $552,968
44.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $113,822
9.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,741,086
Total Liabilities $0
Net Assets $14,741,086
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $1,250 $0 $0

Document Links

990
Filed on Aug. 2, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,134,411
Expenses
$788,556
Net Income
$345,855
Net Assets
$15,042,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $565,557
49.9%
Investment Income $444,373
39.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $124,481
11.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,042,892
Total Liabilities $0
Net Assets $15,042,892
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $1,250 $0 $0

Document Links

990
Filed on Nov. 4, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,052,671
Expenses
$621,809
Net Income
$430,862
Net Assets
$14,655,242
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $594,783
56.5%
Investment Income $316,685
30.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $141,203
13.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,655,242
Total Liabilities $0
Net Assets $14,655,242

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$796,886
Expenses
$488,052
Net Income
$308,834
Net Assets
$12,873,665
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $541,505
68.0%
Investment Income $179,316
22.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $76,065
9.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,873,665
Total Liabilities $0
Net Assets $12,873,665

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,712,008
Expenses
$187,497
Net Income
$11,524,511
Net Assets
$11,637,778
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,389,963
97.3%
Program Services $192,435
1.6%
Investment Income $126,836
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,774
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,637,778
Total Liabilities $0
Net Assets $11,637,778

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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