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Nonprofit · EIN 84-6853170

PERSPECTA HEALTH AND WELFARE TR

Also known as PETER A KIDD TTEE

Tax-exempt · HERNDON, VA 20170

Financials

$13.7M$13.9M2023$16M$15.7M2024
Revenue Expenses · by fiscal year end
Financials of PERSPECTA HEALTH AND WELFARE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$15,961,984$15,702,762$259,222$3,208,470$214,396$2,994,074
December 31, 2023990$13,721,231$13,888,944-$167,713$2,846,609$111,757$2,734,852
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$15,923,699
Investment income
$38,285
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$14,570,455
Compensation of officers, directors and key employees
$10,390
Salaries, compensation and benefits (total)
$10,390
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$2,846,609
Total assets, end of year
$3,208,470
Total liabilities, end of year
$214,396
Net assets, end of year
$2,994,074
Gross receipts
$15,961,984
Employees
0
Volunteers
0
Year formed
2019
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
WILMINGTON TRUSTTRUSTEE
Institutional trustee
1$10,390
SEAN JOOSVP TOTAL REWARDS
Officer
1$0
BERNADETTE LONGSNR. DIRECTOR BENEFITS
Officer
1$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
WILMINGTON TRUSTTRUSTEE
Institutional trustee
1$10,600
SEAN JOOSVP TOTAL REWARDS
Officer
1$0
BERNADETTE LONGSNR. DIRECTOR BENEFITS
Officer
1$0

Address and contacts

Address (IRS master file)
12975 WORLDGATE DRIVE, HERNDON, VA 20170-6008
Principal officer (990 for 2024)
BERNADETTE LONG, 12975 WORLDGATE DRIVE, HERNDON, VA 201706008
Signed the 990
BERNADETTE LONG, SENIOR DIRECTOR, BENEFITS
Phone
(800) 250-2741
Return prepared by
WILMINGTON TRUST SP SERVICES INC

Mission

THE TRUST PROVIDES FRINGE BENEFITS TO EMPLOYEES COVERED BY THE SERVICE CONTRACT ACT. EMPLOYEE BENEFITS INCLUDING HEALTH, DENTAL, VISION, LIFE AND SHORT-TERM DISABILITY INSURANCE AND PAID TIME OFF ARE REQUIRED TO MEET MINIMUM PREVAILING WAGE RATES AS REQUIRED UNDER THE ACT.

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST PROVIDES FRINGE BENEFITS TO EMPLOYEES COVERED BY THE SERVICE CONTRACT ACT. EMPLOYEE BENEFITS INCLUDING HEALTH, DENTAL, VISION, LIFE AND SHORT-TERM DISABILITY INSURANCE AND PAID TIME OFF ARE REQUIRED TO MEET MINIMUM PREVAILING WAGE RATES AS REQUIRED UNDER THE ACT.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
84-6853170
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,208,470
Income (IRS master file)
$15,961,984

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$15,961,984$15,702,762$3,208,470XML
990December 2023$13,721,231$13,888,944$2,846,609XML
990December 2022$13,318,889$13,072,941$3,040,870IRS
990December 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-6853170).

Questions about PERSPECTA HEALTH AND WELFARE TR

What is the EIN of PERSPECTA HEALTH AND WELFARE TR?
The employer identification number (EIN) of PERSPECTA HEALTH AND WELFARE TR is 84-6853170.
Is PERSPECTA HEALTH AND WELFARE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2022.
Are donations to PERSPECTA HEALTH AND WELFARE TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PERSPECTA HEALTH AND WELFARE TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PERSPECTA HEALTH AND WELFARE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PERSPECTA HEALTH AND WELFARE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PERSPECTA HEALTH AND WELFARE TR?
The 990 for the year ended December 31, 2024 names BERNADETTE LONG.
Who are the officers and directors of PERSPECTA HEALTH AND WELFARE TR?
The 990 for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $10,390 (WILMINGTON TRUST, TRUSTEE).
How much revenue does PERSPECTA HEALTH AND WELFARE TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $15,961,984, expenses of $15,702,762 and total assets of $3,208,470 at year end.

Other nonprofits in HERNDON

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