WASHINGTON UNIVERSITY RMSA UNIVERSITY

Address
8625 ANDREW CARNEGIE BLVD ATTN CORP
CHARLOTTE, NC 28262
Contact
Website: http://hr.wustl.edu
Phone: +1 (877) 535-3910
Nonprofit
NTEE: B114 - Education
EIN: 20-5658480

Mission

THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANOR.
 20172016201520142013
Basic features of the organization
Year of formation2007
Subsection code09
PF filing required0    
Metropolitan statistical area1520
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$750.00$1,250.00$1,250.00$1,250.00$1,250.00
Number of employees00000
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTHIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANOR.THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANOR.THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANOR.THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANOR.THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANOR.
Programs, including revenue & expenses
THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANOR.
Program descriptionTHIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANOR.THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANOR.THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANOR.THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANOR.THIS PLAN PROVIDES A WAY FOR EMPLOYEES TO SAVE FOR OUT OF POCKET RETIREE HEALTH CARE EXPENSES IN A TAX FAVORABLE MANOR.
Financial data
Revenue
Total revenue$615,615.00$429,880.00$579,380.00$650,514.00$1,956,211.00
Revenue from contributions (total)  $0.00$0.00$0.00
Investment income, current yr$613,753.00$435,327.00$605,854.00$650,514.00$531,405.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00$0.00$0.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$1,862.00-$5,447.00-$26,474.00$0.00$1,424,806.00
Gross receipts$1,516,018.00$1,300,602.00$1,207,522.00$1,195,421.00$2,567,897.00
Other types of revenue
Income from dividends, interest, and similar investments$522,966.00$395,809.00$559,630.00$597,197.00$480,679.00
Net rental income  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$300,461.00$278,548.00$192,101.00$106,066.00$68,311.00
Total functional expenses: program service $277,628.00$268,104.00$185,905.00$106,066.00$68,283.00
Total functional expenses: management and general$22,833.00$10,444.00$6,196.00$0.00$28.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$22,833.00$10,444.00$6,196.00 $28.00
Assets and liabilities
Total assets$13,149,945.00$11,570,471.00$11,197,261.00$11,359,499.00$10,879,575.00
Total assets, beginning of year$11,570,471.00$11,197,261.00$11,359,499.00$10,879,575.00$7,974,329.00
Total liabilities$0.00$0.00$0.00$0.00$0.00
Total liabilities, beginning of year$0.00$0.00$0.00$0.00$0.00
Net assets$13,149,945.00$11,570,471.00$11,197,261.00$11,359,499.00$10,879,575.00
Net assets, beginning of year$11,570,471.00$11,197,261.00$11,359,499.00$10,879,575.00$7,974,329.00
Investments: publicly traded securities$12,573,553.00$11,033,444.00$10,732,862.00$10,915,782.00$10,879,575.00
Other financial variables
Revenue less expenses$315,154.00$151,332.00$387,279.00$544,448.00$1,887,900.00
Savings & temp cash investment$576,392.00$537,027.00$464,399.00$423,751.00 
Accounts receivable, net   $19,966.00 
Total net assets or fund balances$13,149,945.00$11,570,471.00$11,197,261.00$11,359,499.00$10,879,575.00
Governance and accountability
Number of voting members01111
Number of independent voting members10000
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2017-01-012016-01-012015-01-012014-01-012013-01-01
Tax year end date2017-12-012016-12-012015-12-012014-12-012013-12-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
Address change    True
Date e-filing submitted2018-10-022017-10-162016-12-052015-08-102014-10-27
IRS schema version2017v2.22016v3.02015v2.02014v5.02013v3.1
Filing identifier201811979349300901201712439349301161201612159349301056201542099349301219201442249349302369
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