Civic Intelligence

Painters District Council No 35 Health Benefits Fund

990 • Fiscal year 2016 • EIN 04-2150983

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 17, 2017

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Net Margin

70th percentile

9.7%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$247,254

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Asset Growth

56th percentile

5.9%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-6.6%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Assets

Up

$110,741,270

Up $6,176,028 (+5.9%) from 2015

Net Assets

Up

$110,630,979

Up $6,305,575 (+6.0%) from 2015

Liabilities

Down

$110,291

Down $129,547 (-54%) from 2015

Revenue

Down

$24,004,243

Down $1,695,084 (-6.6%) from 2015

Expenses

Down

$21,665,609

Down $1,012,753 (-4.5%) from 2015

Net Income

Down

$2,338,634

Down $682,331 (-23%) from 2015

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

2016

Assets$110,741,270
Liabilities$110,291
Net Assets$110,630,979

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

2016

Revenue$24,004,243
Expenses$21,665,609
Net Income$2,338,634
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 17, 2017
Return Version
2015v3.0
Gross Receipts
$96,093,295
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$104,325,404$110,630,979▲ $6,305,575
Investments Other Securities$55,460,628$67,296,123▲ $11,835,495
Investments in Publicly Traded Securities$42,256,615$27,948,750▼ $14,307,865
Savings and Temporary Cash Investments$3,974,096$12,604,975▲ $8,630,879
Accounts Receivable$2,738,184$2,694,135▼ $44,049
Land, Buildings, and Equipment, Net$5,689$5,246▼ $443
Prepaid Expenses and Deferred Charges$330$141▼ $189
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$104,565,242$110,741,270▲ $6,176,028
Other Assets Total$129,700$191,900▲ $62,200
Liabilities
Accounts Payable and Accrued Expenses$142,008$80,291▼ $61,717
Other Liabilities$97,830$30,000▼ $67,830
Total Liabilities$239,838$110,291▼ $129,547
Net Assets / Fund Balance
Total Net Assets Fund Balance$104,325,404$110,630,979▲ $6,305,575
Total Liabilities and Net Assets / Fund Balance$104,565,242$110,741,270▲ $6,176,028

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,246$143,340$148,586
Other Securities$5,382,110--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William McdevittFund AdministratorPT$91,705$45,322$137,027
Deborah CotterAsst. Fund AdministratorPT$66,994$32,942$99,936

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Carelink INCBenefits Administration225 CHAPMAN STREET SUITE 301, Providence, RI 02905$695,287
delta dentalclaims processing465 medford street, boSTON, MA 02129$130,841
The Segal CompanyActuary116 HUNTINGTON AVENUE, Boston, MA 02116$102,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,666,943
Investment Income
$-1,734,396
Other Revenue
$71,696
Change in Net Assets
$2,338,634

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,828,091
Revenue Not Reported on Financial Statements
$176,152
Revenue Not Reported on Form 990
$3,966,941
Other Revenue Adjustments
$71,696
Total Revenue per Audited Statements
$27,795,032
Total Revenue per Form 990
$24,004,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,616,554
Salaries, Compensation, and Employee Benefits$648,694
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$19,400,361
Fees for Services Other---$1,011,520
Other Salaries and Wages---$280,394
Current Officers, Directors, Trustees, and Key Employees---$142,650
Pension Plan Contributions---$132,161
Office Expenses---$107,664
Fees for Service Investment Mgmnt Fees---$104,456
Fees for Services Accounting---$76,471
Information Technology---$64,703
Other Employee Benefits---$61,484
Fees for Services Legal---$42,629
Conferences and Meetings---$33,494
Payroll Taxes---$32,005
Occupancy---$29,418
Insurance---$17,502
Other Expenses---$2,939
Depreciation Depletion---$1,943
Total Functional Expenses$0$0$0$21,665,609

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,665,609
Expenses per Audited Statements$21,489,457
Total Expenses per Audited Statements$21,489,457
Expenses Not Reported on Financial Statements$176,152
Other Expense Adjustments$71,696
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
Due to Dc 35 Retiree Premium Reimbursement Plan$30,000
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 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 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 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

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
2017-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Mcdevitt
Formed
1970
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
6
Employees
2
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 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 404. Fees mandated by aca 71,292.

Part XII, Line 4B - Other Adjustments:

Other income 404. Fees mandated by aca 71,292.

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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/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASST. FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-3001766
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt069087286
IRS990/GrossReceiptsAmt096093295
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt064703
IRS990/InsuranceGrp/TotalAmt017502
IRS990/InvestmentIncomeGrp/ExclusionAmt01267370
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01267370
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt055460628
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt067296123
IRS990/InvestmentsPubTradedSecGrp/BOYAmt042256615
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027948750
IRS990/IRPDocumentCnt01336
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0143340
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IRS990/LandBldgEquipCostOrOtherBssAmt0148586
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt072089052
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/NetAssetsOrFundBalancesBOYAmt0104325404
IRS990/NetAssetsOrFundBalancesEOYAmt0110630979
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3001766
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3001766
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03966941
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt029418
IRS990/OfficeExpensesGrp/TotalAmt0107664
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0129700
IRS990/OtherAssetsTotalGrp/EOYAmt0191900
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt061484
IRS990/OtherExpensesGrp/Desc0MASSACHUSETTS SURCHARGE
IRS990/OtherExpensesGrp/Desc1ALLOCATED DEPRECIATION
IRS990/OtherExpensesGrp/Desc2EMPLOYEE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt097578
IRS990/OtherExpensesGrp/TotalAmt126237
IRS990/OtherExpensesGrp/TotalAmt22939
IRS990/OtherLiabilitiesGrp/BOYAmt097830
IRS990/OtherLiabilitiesGrp/EOYAmt030000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ACA FEES REFUND
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
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IRS990/OtherRevenueMiscGrp/ExclusionAmt1404
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt071292
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1404
IRS990/OtherRevenueTotalAmt071696
IRS990/OtherSalariesAndWagesGrp/TotalAmt0280394
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt032005
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0132161
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0330
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0141
IRS990/PrincipalOfficerNm0WILLIAM MCDEVITT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt159925
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025607018
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt159925
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt020299180
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01872024
IRS990/PYOtherExpensesAmt01756932
IRS990/PYOtherRevenueAmt08947
IRS990/PYProgramServiceRevenueAmt023818356
IRS990/PYRevenuesLessExpensesAmt03020965
IRS990/PYSalariesCompEmpBnftPaidAmt0622250
IRS990/PYTotalExpensesAmt022678362
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt025699327
IRS990/ReconcilationRevenueExpnssAmt02338634
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0104325404
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0110630979
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03974096
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012604975
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0176152
IRS990ScheduleD/ExpensesSubtotalAmt021489457
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0104456
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0104456
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03966941
IRS990ScheduleD/OtherExpensesNotIncludedAmt071696
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05246
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0143340
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0148586
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO DC 35 RETIREE PREMIUM REIMBURSEMENT PLAN
IRS990ScheduleD/OtherRevenuesNotIncludedAmt071696
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt061914013
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15382110
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HOUSING INVESTMENT TRUST, AFL-CIO
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt03966941
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0176152
IRS990ScheduleD/RevenueSubtotalAmt023828091
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 404. FEES MANDATED BY ACA 71,292.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OTHER INCOME 404. FEES MANDATED BY ACA 71,292.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05246
IRS990ScheduleD/TotalBookValueSecuritiesAmt067296123
IRS990ScheduleD/TotalExpensesPerForm990Amt021665609
IRS990ScheduleD/TotalLiabilityAmt030000
IRS990ScheduleD/TotalRevenuePerForm990Amt024004243
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt027795032
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021489457
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt691705
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt766994
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0171920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1158859
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2139794
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3159088
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4143420
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5143481
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt653398
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt739009
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt70

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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
Peer Organizations

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