Civic Intelligence

Painters District Council No 35 Health Benefits Fund

990 • Fiscal year 2015 • EIN 04-2150983

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 12, 2016

25 Colgate RoadRoslindale, MA 02131

(617) 524-1240

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Net Margin

73rd percentile

12%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

75th percentile

$239,685

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Asset Growth

53rd percentile

1.1%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

4.9%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Assets

Up

$104,565,242

Up $1,188,251 (+1.1%) from 2014

Net Assets

Up

$104,325,404

Up $1,152,908 (+1.1%) from 2014

Liabilities

Up

$239,838

Up $35,343 (+17%) from 2014

Revenue

Up

$25,699,327

Up $1,203,058 (+4.9%) from 2014

Expenses

Up

$22,678,362

Up $2,986,505 (+15%) from 2014

Net Income

Down

$3,020,965

Down $1,783,447 (-37%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $79,097,924Liabilities 2010: $2,168,581Net Assets 2010: $76,929,3432010Assets 2011: $87,554,623Liabilities 2011: $2,174,600Net Assets 2011: $85,380,0232011Assets 2012: $90,752,634Liabilities 2012: $190,427Net Assets 2012: $90,562,2072012Assets 2013: $93,493,041Liabilities 2013: $126,277Net Assets 2013: $93,366,7642013Assets 2014: $103,376,991Liabilities 2014: $204,495Net Assets 2014: $103,172,4962014Assets 2015: $104,565,242Liabilities 2015: $239,838Net Assets 2015: $104,325,4042015Assets 2016: $110,741,270Liabilities 2016: $110,291Net Assets 2016: $110,630,9792016Assets 2017: $113,945,562Liabilities 2017: $438,380Net Assets 2017: $113,507,1822017Assets 2018: $114,795,987Liabilities 2018: $99,745Net Assets 2018: $114,696,2422018Assets 2019: $121,094,885Liabilities 2019: $45,237Net Assets 2019: $121,049,6482019Assets 2020: $114,339,629Liabilities 2020: $54,664Net Assets 2020: $114,284,9652020Assets 2021: $123,344,083Liabilities 2021: $519,610Net Assets 2021: $122,824,4732021Assets 2022: $109,378,714Liabilities 2022: $211,998Net Assets 2022: $109,166,7162022Assets 2023: $107,518,019Liabilities 2023: $226,907Net Assets 2023: $107,291,1122023Assets 2024: $110,322,124Liabilities 2024: $495,823Net Assets 2024: $109,826,3012024Assets 2025: $107,546,954Liabilities 2025: $439,035Net Assets 2025: $107,107,9192025

Highlighted filing

2015

Assets$104,565,242
Liabilities$239,838
Net Assets$104,325,404

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $17,245,7312010Expenses 2011: $16,679,6292011Expenses 2012: $18,436,9952012Revenue 2013: $24,380,073Expenses 2013: $19,417,912Net Income 2013: $4,962,1612013Revenue 2014: $24,496,269Expenses 2014: $19,691,857Net Income 2014: $4,804,4122014Revenue 2015: $25,699,327Expenses 2015: $22,678,362Net Income 2015: $3,020,9652015Revenue 2016: $24,004,243Expenses 2016: $21,665,609Net Income 2016: $2,338,6342016Revenue 2017: $25,102,454Expenses 2017: $26,740,232Net Income 2017: -$1,637,7782017Revenue 2018: $38,522,597Expenses 2018: $29,572,922Net Income 2018: $8,949,6752018Revenue 2019: $32,044,056Expenses 2019: $31,691,821Net Income 2019: $352,2352019Revenue 2020: $28,977,599Expenses 2020: $37,314,864Net Income 2020: -$8,337,2652020Revenue 2021: $31,278,963Expenses 2021: $34,448,657Net Income 2021: -$3,169,6942021Revenue 2022: $33,904,315Expenses 2022: $34,613,667Net Income 2022: -$709,3522022Revenue 2023: $33,771,473Expenses 2023: $36,178,088Net Income 2023: -$2,406,6152023Revenue 2024: $38,617,627Expenses 2024: $40,169,460Net Income 2024: -$1,551,8332024Revenue 2025: $39,502,145Expenses 2025: $46,547,095Net Income 2025: -$7,044,9502025

Highlighted filing

2015

Revenue$25,699,327
Expenses$22,678,362
Net Income$3,020,965
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 12, 2016
Return Version
2014v6.0
Gross Receipts
$70,543,303
Mission and Program Overview

Mission

To provide health and other benefits to eligible members of the international union of painters and allied trades district council no. 35.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$103,172,496$104,325,404▲ $1,152,908
Investments Other Securities$41,936,920$55,460,628▲ $13,523,708
Investments in Publicly Traded Securities$52,253,073$42,256,615▼ $9,996,458
Savings and Temporary Cash Investments$2,316,377$3,974,096▲ $1,657,719
Accounts Receivable$6,732,378$2,738,184▼ $3,994,194
Land, Buildings, and Equipment, Net$8,025$5,689▼ $2,336
Prepaid Expenses and Deferred Charges$518$330▼ $188
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$103,376,991$104,565,242▲ $1,188,251
Other Assets Total$129,700$129,700→ $0
Liabilities
Accounts Payable and Accrued Expenses$85,897$142,008▲ $56,111
Other Liabilities$118,598$97,830▼ $20,768
Total Liabilities$204,495$239,838▲ $35,343
Net Assets / Fund Balance
Total Net Assets Fund Balance$103,172,496$104,325,404▲ $1,152,908
Total Liabilities and Net Assets / Fund Balance$103,376,991$104,565,242▲ $1,188,251

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,689$141,397$147,086
Other Securities$3,301,994--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William McdevittFund AdministratorPT$90,511$45,378$135,889
William DohertyTrustee (p)--$124,883$124,883

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Carelink INCBenefits Administration225 CHAPMAN STREET SUITE 301, Providence, RI 02905$617,231
The Segal CompanyActuary116 HUNTINGTON AVENUE, Boston, MA 02116$126,680
Delta DentalClaims Processing465 MEDFORD STREET, Boston, MA 02129$115,571
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,818,356
Investment Income
$1,872,024
Other Revenue
$8,947
Change in Net Assets
$3,020,965

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,569,372
Revenue Not Reported on Financial Statements
$129,955
Revenue Not Reported on Form 990
$-1,868,057
Other Revenue Adjustments
$8,947
Total Revenue per Audited Statements
$23,701,315
Total Revenue per Form 990
$25,699,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,756,932
Salaries, Compensation, and Employee Benefits$622,250
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$20,299,180
Fees for Services Other---$934,978
Other Salaries and Wages---$267,649
Current Officers, Directors, Trustees, and Key Employees---$134,895
Pension Plan Contributions---$130,165
Fees for Service Investment Mgmnt Fees---$121,008
Office Expenses---$106,529
Fees for Services Accounting---$76,952
Other Employee Benefits---$61,125
Fees for Services Legal---$60,968
Information Technology---$50,818
Occupancy---$29,041
Payroll Taxes---$28,416
Insurance---$16,810
Conferences and Meetings---$16,643
Other Expenses---$9,136
Depreciation Depletion---$2,336
Advertising---$250
Total Functional Expenses$0$0$0$22,678,362

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$22,678,362
Expenses per Audited Statements$22,548,407
Total Expenses per Audited Statements$22,548,407
Expenses Not Reported on Financial Statements$129,955
Other Expense Adjustments$8,947
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Affordable Care Act Reinsurance Fee$82,830
Due to Iupat Dc 35 Retiree Premium Reimbursement Plan$15,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The international union of painters and allied trades district council no. 35 health benefits fund has members. Membership to the organization is described in its constitution which is available upon request.

Form 990, Part VI, Section A, Line 7A

The international union of painters and allied trades district council no. 35 health benefits fund members elect the secretary treasurer who then appoints the employee trustees.

Form 990, Part VI, Section B, Line 11

The international union of painters and allied trades district council no. 35 health benefits fund's form 990 is prepared by its independent public accountant. The return is then forwarded to the administrator for reveiw and signature.

Form 990, Part VI, Section B, Line 15B

With approval of board of directors

Form 990, Part VI, Section C, Line 19

The international union of painters and allied trades district council no. 35 health benefits fund makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Painters District Council No 35
EIN
04-2150983
Phone
6175241240
Address
25 COLGATE ROAD, ROSLINDALE, MA 02131

Signing Officer

Name
Jeffrey P Sullivan
Title
Trustee
Phone
6175241240
Signed
2016-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Mcdevitt
Formed
1970
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The international union of painters and allied trades district council no. 35 health benefits fund's governing body is responsible for oversight of the audit of its financial statements and selecting the independent accountant who conducts the audit.

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the plan.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

OTHER INCOME 8,947.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

OTHER INCOME 8,947.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0246604
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt045090580
IRS990/GrossReceiptsAmt070543303
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt050818
IRS990/InsuranceGrp/TotalAmt016810
IRS990/InvestmentIncomeGrp/ExclusionAmt01625420
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01625420
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt041936920
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt055460628
IRS990/InvestmentsPubTradedSecGrp/BOYAmt052253073
IRS990/InvestmentsPubTradedSecGrp/EOYAmt042256615
IRS990/IRPDocumentCnt01342
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0141397
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08025
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05689
IRS990/LandBldgEquipCostOrOtherBssAmt0147086
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt044843976
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0103172496
IRS990/NetAssetsOrFundBalancesEOYAmt0104325404
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0246604
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0246604
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1868057
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt029041
IRS990/OfficeExpensesGrp/TotalAmt0106529
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0129700
IRS990/OtherAssetsTotalGrp/EOYAmt0129700
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt061125
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1MASSACHUSETTS SURCHARGE
IRS990/OtherExpensesGrp/Desc2ALLOCATED DEPRECIATION
IRS990/OtherExpensesGrp/Desc3EMPLOYEE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0211363
IRS990/OtherExpensesGrp/TotalAmt195577
IRS990/OtherExpensesGrp/TotalAmt224523
IRS990/OtherExpensesGrp/TotalAmt39136
IRS990/OtherLiabilitiesGrp/BOYAmt0118598
IRS990/OtherLiabilitiesGrp/EOYAmt097830
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt08947
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08947
IRS990/OtherRevenueTotalAmt08947
IRS990/OtherSalariesAndWagesGrp/TotalAmt0267649
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt028416
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0130165
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0518
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0330
IRS990/PrincipalOfficerNm0WILLIAM MCDEVITT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023677234
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1141122
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023677234
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1141122
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt017478339
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02578244
IRS990/PYOtherExpensesAmt01658421
IRS990/PYOtherRevenueAmt0172163
IRS990/PYProgramServiceRevenueAmt021745862
IRS990/PYRevenuesLessExpensesAmt04804412
IRS990/PYSalariesCompEmpBnftPaidAmt0555097
IRS990/PYTotalExpensesAmt019691857
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt024496269
IRS990/ReconcilationRevenueExpnssAmt03020965
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0103172496
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0104325404
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02316377
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03974096
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0129955
IRS990ScheduleD/ExpensesSubtotalAmt022548407
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0121008
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0121008
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1868057
IRS990ScheduleD/OtherExpensesNotIncludedAmt08947
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05689
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0141397
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0147086
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt082830
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt115000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AFFORDABLE CARE ACT REINSURANCE FEE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO IUPAT DC 35 RETIREE PREMIUM REIMBURSEMENT PLAN
IRS990ScheduleD/OtherRevenuesNotIncludedAmt08947
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt047046504
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15112130
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23301994
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HOUSING INVESTMENT TRUST, AFL-CIO
IRS990ScheduleD/OtherSecuritiesGrp/Desc2LIMITED PARTNERSHIP - VONTOBEL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0-1868057
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0129955
IRS990ScheduleD/RevenueSubtotalAmt025569372
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1OTHER INCOME 8,947.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OTHER INCOME 8,947.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05689
IRS990ScheduleD/TotalBookValueSecuritiesAmt055460628
IRS990ScheduleD/TotalExpensesPerForm990Amt022678362
IRS990ScheduleD/TotalLiabilityAmt097830
IRS990ScheduleD/TotalRevenuePerForm990Amt025699327
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt023701315
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt022548407
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt690511
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0168059
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1149932
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2136476
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3154459
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4147223
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5136934
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt652703
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$108$0.44$107$39.5$46.5$7.04
2024Detailed filing. Detailed filing data is available for this year.$110$0.50$110$38.6$40.2$1.55
2023Detailed filing. Detailed filing data is available for this year.$108$0.23$107$33.8$36.2$2.41
2022Detailed filing. Detailed filing data is available for this year.$109$0.21$109$33.9$34.6$0.71
2021Detailed filing. Detailed filing data is available for this year.$123$0.52$123$31.3$34.4$3.17
2020Detailed filing. Detailed filing data is available for this year.$114$0.05$114$29.0$37.3$8.34
2019Detailed filing. Detailed filing data is available for this year.$121$0.05$121$32.0$31.7$0.35
2018Detailed filing. Detailed filing data is available for this year.$115$0.10$115$38.5$29.6$8.95
2017Detailed filing. Detailed filing data is available for this year.$114$0.44$114$25.1$26.7$1.64
2016Detailed filing. Detailed filing data is available for this year.$111$0.11$111$24.0$21.7$2.34
2015Detailed filing. Detailed filing data is available for this year.$105$0.24$104$25.7$22.7$3.02
2014Detailed filing. Detailed filing data is available for this year.$103$0.20$103$24.5$19.7$4.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.5$0.13$93.4$24.4$19.4$4.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.8$0.19$90.6$18.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.6$2.17$85.4$16.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.1$2.17$76.9$17.2