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Retirement Benefit Plan Trust For Employees Of University Medical

  • Charleston, SC
  • Tax-exempt since Jan. 2010
  • EIN: 80-6097315

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
$621k (2024)

Expenses
$976k (2024)

Total Assets
$3.98M (2024)

Total Liabilities
$246k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$620,986
Expenses
$976,198
Net Income
-$355,212
Net Assets
$3,731,400
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $182,877
29.4%
Investment Income $102,221
16.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $333,862
53.8%
Net Inventory Sales $0
Other Revenue $2,026
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,977,787
Total Liabilities $246,387
Net Assets $3,731,400
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Na (Trustee) $23,983 $0 $0

Document Links

990
Filed on May 14, 2025

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

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$915,811
Expenses
$838,640
Net Income
$77,171
Net Assets
$4,035,791
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $699,234
76.4%
Investment Income $92,415
10.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $121,788
13.3%
Net Inventory Sales $0
Other Revenue $2,374
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,816,865
Total Liabilities $781,074
Net Assets $4,035,791
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Na (Trustee) $21,488 $0 $0

Document Links

990
Filed on May 15, 2024

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

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$702,946
Expenses
$1,157,688
Net Income
-$454,742
Net Assets
$3,702,886
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $176,533
25.1%
Investment Income $73,933
10.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $449,820
64.0%
Net Inventory Sales $0
Other Revenue $2,660
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,912,644
Total Liabilities $209,758
Net Assets $3,702,886
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Na (Trustee) $26,396 $0 $0

Document Links

990
Filed on May 13, 2023

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

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$721,972
Expenses
$841,498
Net Income
-$119,526
Net Assets
$5,360,751
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $209,165
29.0%
Investment Income $74,999
10.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $434,755
60.2%
Net Inventory Sales $0
Other Revenue $3,053
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,472,890
Total Liabilities $112,139
Net Assets $5,360,751
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Na (Trustee) $25,382 $0 $0

Document Links

990
Filed on May 9, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$473,580
Expenses
$766,930
Net Income
-$293,350
Net Assets
$4,684,960
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $145,249
30.7%
Investment Income $96,834
20.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $228,306
48.2%
Net Inventory Sales $0
Other Revenue $3,191
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,849,656
Total Liabilities $164,696
Net Assets $4,684,960
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Na (Trustee) $27,401 $0 $0

Document Links

990
Filed on May 10, 2021

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

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$445,387
Expenses
$643,835
Net Income
-$198,448
Net Assets
$5,082,128
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $130,245
29.2%
Investment Income $109,408
24.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $202,526
45.5%
Net Inventory Sales $0
Other Revenue $3,208
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,150,732
Total Liabilities $68,604
Net Assets $5,082,128
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Na (Trustee) $26,805 $0 $0

Document Links

990
Filed on July 14, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$667,857
Expenses
$560,544
Net Income
$107,313
Net Assets
$5,278,212
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $266,506
39.9%
Investment Income $96,964
14.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $300,690
45.0%
Net Inventory Sales $0
Other Revenue $3,697
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,375,025
Total Liabilities $96,813
Net Assets $5,278,212
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Na (Trustee) $28,247 $0 $0

Document Links

990
Filed on May 22, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$541,303
Expenses
$242,999
Net Income
$298,304
Net Assets
$5,152,418
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $305,875
56.5%
Investment Income $86,116
15.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $145,575
26.9%
Net Inventory Sales $0
Other Revenue $3,737
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,180,099
Total Liabilities $27,681
Net Assets $5,152,418
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Na (Trustee) $25,801 $0 $0

Document Links

990
Filed on May 11, 2018

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

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$956,572
Expenses
$369,538
Net Income
$587,034
Net Assets
$4,506,861
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $789,484
82.5%
Investment Income $72,639
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $90,246
9.4%
Net Inventory Sales $0
Other Revenue $4,203
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,543,819
Total Liabilities $36,958
Net Assets $4,506,861
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Na (Trustee) $21,684 $0 $0

Document Links

990
Filed on Feb. 23, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$941,768
Expenses
$324,015
Net Income
$617,753
Net Assets
$4,059,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $777,605
82.6%
Investment Income $61,350
6.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $100,108
10.6%
Net Inventory Sales $0
Other Revenue $2,705
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,085,495
Total Liabilities $26,395
Net Assets $4,059,100
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Na (Trustee) $15,306 $0 $0

Document Links

990
Filed on April 29, 2016

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

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$675,132
Expenses
$202,965
Net Income
$472,167
Net Assets
$3,462,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $560,486
83.0%
Investment Income $51,283
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $61,286
9.1%
Net Inventory Sales $0
Other Revenue $2,077
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,480,556
Total Liabilities $17,694
Net Assets $3,462,862
Compensation
Key Employees and Officers Compensation Related Other
Stephen A Valerio (Trustee) $0 $0 $0
Howard A Evert Md (Trustee) $0 $0 $0
Gina B Ramsey (Trustee) $0 $0 $0
Michelle E Wiles (Trustee) $0 $0 $0
Michael C Keels Cpa (Trustee) $0 $0 $0
Nancy E Lamble (Trustee) $0 $0 $0
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Document Links

990
Filed on Dec. 12, 2014

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

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$842,984
Expenses
$169,745
Net Income
$673,239
Net Assets
$2,655,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $522,777
62.0%
Investment Income $41,987
5.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $275,183
32.6%
Net Inventory Sales $0
Other Revenue $3,037
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,680,510
Total Liabilities $24,872
Net Assets $2,655,638

Document Links

990
Filed on March 14, 2014

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

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$686,732
Expenses
$268,398
Net Income
$418,334
Net Assets
$2,025,352
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $569,273
82.9%
Investment Income $26,115
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $91,344
13.3%
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 $2,056,189
Total Liabilities $30,837
Net Assets $2,025,352

Document Links

990

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$736,783
Expenses
$171,334
Net Income
$565,449
Net Assets
$1,720,918
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $474,508
64.4%
Investment Income $262,275
35.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $1,740,925
Total Liabilities $20,007
Net Assets $1,720,918

Document Links

990

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

PDF

Fiscal Year Ending June
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

990

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

PDF

Fiscal Year Ending June
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

990

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

PDF
PDF (2 of 2)

Fiscal Year Ending June
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

990

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

PDF

About This Data

What Is 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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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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