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AURA RETIREE HEALTH BENEFIT TR

EIN 52-6775182 WASHINGTON, DC

Revenue 2024
$3,035,661
Expenses 2024
$201,244

As filed

Subsection
09
Classification
1000
Street
1331 PENNSYLVANIA AVE NW STE 1475

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • PNC BANK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0
  • CHARLES MOUNTAIN

    PRESIDENT

    Total calculated
    $667,437
    From this org
    $0
    From related orgs
    $603,661
    Other
    $63,776
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,298 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $7,363 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $29,276 related
    Filer's total
    $0 + $667,437 related
  • BARBARA LAM

    VP OF OPERATIONS/CFO

    Total calculated
    $402,229
    From this org
    $0
    From related orgs
    $335,494
    Other
    $66,735
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,320 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $174 related
    Deferred
    $0 + $33,005 related
    Nontaxable benefits
    $0 + $33,730 related
    Filer's total
    $0 + $402,229 related
  • NANCI REICH

    DIRECTOR OF CORPORATE GOVERNANCE

    Total calculated
    $199,865
    From this org
    $0
    From related orgs
    $151,222
    Other
    $48,643
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,785 related
    Bonus
    $0 + $1,620 related
    Other
    $0 + $817 related
    Deferred
    $0 + $15,411 related
    Nontaxable benefits
    $0 + $33,232 related
    Filer's total
    $0 + $199,865 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $3,035,661
    Expenses
    $201,244
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $1,847,587
    Expenses
    $207,894
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $1,323,723
    Expenses
    $186,432
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.