Civic Intelligence

New England Electrical Workers Benefits Fund

990 • Fiscal year 2014 • EIN 06-0860627

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 21, 2015

Organization ProfileN/A

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C/O Ins Programmers Inc10 TechnologDriveWallingford, CT 06492

(203) 269-7741

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Balance Sheet

Assets

Flat

$31,976,805

Flat from 2014

Net Assets

Flat

$30,651,920

Flat from 2014

Liabilities

Flat

$1,324,885

Flat from 2014

Revenue And Expenses

Revenue

Flat

$61,050,457

Flat from 2014

Expenses

Flat

$64,335,631

Flat from 2014

Net Income

Flat

-$3,285,174

Flat 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: $13,126,332Liabilities 2010: $528,442Net Assets 2010: $12,597,8902010Assets 2011: $20,329,452Liabilities 2011: $1,071,612Net Assets 2011: $19,257,8402011Assets 2012: $27,219,189Liabilities 2012: $1,443,347Net Assets 2012: $25,775,8422012Assets 2013: $35,132,319Liabilities 2013: $1,769,416Net Assets 2013: $33,362,9032013Assets 2014: $31,976,805Liabilities 2014: $1,324,885Net Assets 2014: $30,651,9202014Assets 2014: $31,976,805Liabilities 2014: $1,324,885Net Assets 2014: $30,651,9202014Assets 2015: $22,963,303Liabilities 2015: $981,863Net Assets 2015: $21,981,4402015Assets 2016: $22,527,371Liabilities 2016: $1,499,492Net Assets 2016: $21,027,8792016Assets 2017: $32,307,829Liabilities 2017: $714,338Net Assets 2017: $31,593,4912017Assets 2018: $44,065,383Liabilities 2018: $1,501,808Net Assets 2018: $42,563,5752018Assets 2019: $56,109,051Liabilities 2019: $1,270,285Net Assets 2019: $54,838,7662019Assets 2020: $75,433,062Liabilities 2020: $1,581,769Net Assets 2020: $73,851,2932020Assets 2021: $86,422,149Liabilities 2021: $1,112,985Net Assets 2021: $85,309,1642021Assets 2022: $93,584,740Liabilities 2022: $2,734,988Net Assets 2022: $90,849,7522022Assets 2023: $118,960,817Liabilities 2023: $3,670,144Net Assets 2023: $115,290,6732023Assets 2024: $139,862,667Liabilities 2024: $3,509,971Net Assets 2024: $136,352,6962024

Highlighted filing

2014

Assets$31,976,805
Liabilities$1,324,885
Net Assets$30,651,920
Open 2014 Filing

Operations Trend

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

$150M$100M$50M$0-$50MExpenses 2010: $42,821,8352010Expenses 2011: $45,928,0072011Revenue 2012: $62,420,283Expenses 2012: $58,963,205Net Income 2012: $3,457,0782012Revenue 2013: $62,611,624Expenses 2013: $63,991,254Net Income 2013: -$1,379,6302013Revenue 2014: $61,050,457Expenses 2014: $64,335,631Net Income 2014: -$3,285,1742014Revenue 2014: $61,050,457Expenses 2014: $64,335,631Net Income 2014: -$3,285,1742014Revenue 2015: $56,227,894Expenses 2015: $62,844,745Net Income 2015: -$6,616,8512015Revenue 2016: $53,032,037Expenses 2016: $53,408,407Net Income 2016: -$376,3702016Revenue 2017: $62,991,976Expenses 2017: $49,856,978Net Income 2017: $13,134,9982017Revenue 2018: $68,577,391Expenses 2018: $56,390,440Net Income 2018: $12,186,9512018Revenue 2019: $76,616,708Expenses 2019: $66,235,147Net Income 2019: $10,381,5612019Revenue 2020: $76,959,864Expenses 2020: $59,509,549Net Income 2020: $17,450,3152020Revenue 2021: $85,451,366Expenses 2021: $76,909,544Net Income 2021: $8,541,8222021Revenue 2022: $89,544,834Expenses 2022: $79,836,353Net Income 2022: $9,708,4812022Revenue 2023: $100,967,517Expenses 2023: $80,194,167Net Income 2023: $20,773,3502023Revenue 2024: $106,338,784Expenses 2024: $89,280,236Net Income 2024: $17,058,5482024

Highlighted filing

2014

Revenue$61,050,457
Expenses$64,335,631
Net Income-$3,285,174
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 21, 2015
Return Version
2014v5.0
Gross Receipts
$75,473,442
Mission and Program Overview

Mission

To provide health benefits and life insurance to participants of the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$30,378,102$27,667,119▼ $2,710,983
Investments in Publicly Traded Securities$23,799,305$21,370,446▼ $2,428,859
Accounts Receivable$6,504,924$6,452,163▼ $52,761
Cap Stk Tr Prin Current Funds$2,984,801$2,984,801→ $0
Savings and Temporary Cash Investments$3,316,293$2,983,639▼ $332,654
Cash and Non-Interest-Bearing Accounts$1,511,797$1,170,557▼ $341,240
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$35,132,319$31,976,805▼ $3,155,514
Liabilities
Accounts Payable and Accrued Expenses$775,853$710,031▼ $65,822
Other Liabilities$993,563$614,854▼ $378,709
Total Liabilities$1,769,416$1,324,885▼ $444,531
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,362,903$30,651,920▼ $2,710,983
Total Liabilities and Net Assets / Fund Balance$35,132,319$31,976,805▼ $3,155,514
Compensation and Service Providers

Board Members and Trustees

NameTitle
Glenn KingsburyEmployer Trustee
Irma BelangerEmployer Trustee
Jim ValenteEmployer Trustee
Kevin McdonoughEmployer Trustee
Lawrence F EaganEmployer Trustee
Michael GilchristEmployer Trustee
Michael R MoconyiEmployer Trustee
Stephen ScarponiEmployer Trustee
Thomas M DriscollEmployer Trustee
Tom AdamsonEmployer Trustee
Wesley T GellerEmployer Trustee
Edward T Mcphee JrEmployer Trustee (p)
G Thomas ChabotEmployer Trustee (p)
Brian T MurphyUnion Trustee
Bruce SilvaUnion Trustee
DANIEL D'ALMAUnion Trustee
David FentonUnion Trustee
Jeffrey WimetteUnion Trustee
Joseph M CaseyUnion Trustee
Kenneth RogersUnion Trustee
Milton R Moffitt JrUnion Trustee
Peter F CarrollUnion Trustee
Richard DeeringUnion Trustee (p)

Highest Paid Contractors

ContractorServicesLocationCompensation
Insurance Programmers INCClaims Administration And Third Party Ad10 TECHNOLOGY DRIVE, Wallingford, CT 06492$1,658,162
Anthem Bc Bs Of ConneticutClaims Administration307 BASSETT ROAD, North Haven, CT 06473$1,353,089
UllicoClaims Administration1625 EYE STREET NW, Washington, DC 20006$197,628
Health Care StrategiesClaims Administration9841 BROKEN LAND PARKWAY, Columbia, MD 21046$188,816
Robert M Cheverie & Associates PCLegal333 E RIVER DRIVE SUITE 101, East Hartford, CT 06108$148,667
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$60,608,897
Investment Income
$435,436
Other Revenue
$6,124
Change in Net Assets
$-3,285,174

Audited Revenue Reconciliation

Revenue per Audited Statements
$60,973,005
Revenue Not Reported on Financial Statements
$77,452
Revenue Not Reported on Form 990
$573,475
Total Revenue per Audited Statements
$61,546,480
Total Revenue per Form 990
$61,050,457
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,417,930
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$59,917,701
Fees for Services Other---$1,878,203
Fees for Services Management---$1,658,162
Fees for Services Legal---$148,667
Fees for Service Investment Mgmnt Fees---$77,452
Office Expenses---$59,860
Conferences and Meetings---$46,353
Fees for Services Accounting---$44,560
Insurance---$5,671
Occupancy---$1,003
Other Expenses---$80
Total Functional Expenses$0$0$0$64,335,631

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$64,335,631
Expenses per Audited Statements$64,258,179
Total Expenses per Audited Statements$64,258,179
Expenses Not Reported on Financial Statements$77,452
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$479,175
Escrow Liability$134,380
Due to Related Party$1,299
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Conflict-of-interest policy
Yes
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 8B

“New england electrical workers benefits fund has no other committees that act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“A draft of the new england electrical workers benefits fund's form 990 is provided to the third party administrator and legal counsel and reviewed. After their review, a copy is then provided to the board of trustees for their review and approval.”

Form 990, Part VI, Section B, Line 12C

“The organization reviews its conflict of interest policy on an annual basis.”

Form 990, Part VI, Section C, Line 19

“New england electrical workers benefits fund's governing documents and financial statements are made available to the public on an as requested basis.”

Form 990, Part VII

“Thomas m. Driscoll - 45 bradley drive, westbrook, me 04092. Michael gilchrist - 700 white plains road, ste 271, scarsdale, ny 10583. Joseph m. Casey - 48 airport road, concord, nh 03301. Daniel d'alma - 185 industry avenue, springfield, ma 01104. Milton r. Moffitt, jr - 379 wetherell street, manchester, ct 06040. Richard deering - 238 goddard road, lewiston, me 04240. G. Thomas chabot - 779 park avenue, cranston, ri 02910. David fenton - 475 myles standish blvd, taunton, ma 02780. Stephen scarponi - 45 allen street, unit 5, rochester, nh 03867. Jeffrey wimette - 3 gregory drive, south burlington, vt 05403. Kenneth rogers - 16 old winthrop road, manchester, nh 04351. Kevin mcdonough - 10 commerical ave, bedford, ma 01703. Bruce silva - 208 murphy road, hartford, ct 06114. Peter f. Carroll - 721 main street, rt 25, monroe, ct 06468. Lawrence f. Eagan - 53 2nd ave, chicopee, ma 01020. Edward t. Mcphee, jr - 44 belgian cirlce, bristol, ct 06010. Michael r. Moconyi - 101 centerpoint drive, suite 108, middletown, ct 06457. Brian t murphy - 130 west street, walpole, ma 02081. Irma belanger - 18 highwood ave, oakville, ct 06779. Wesley t. Geller - 300 centerville rd., warwick, ri 02886. Tom adamson - 52 main street, manchester, ct 06040. Glenn kingsbury - 106 river street, west newton, ma 02465. Jim valente - 238 goddard road, lewiston, me 04240.”

Filing and Contact Details

Filer

Filer Name
New England Electrical Workers Benefits Fund
EIN
06-0860627
Phone
2032697741
Address
C/O INS PROGRAMMERS INC10 TECHNOLOG, DRIVE, WALLINGFORD, CT 06492

Signing Officer

Name
Milton R Moffitt Jr
Title
Trustee
Phone
2032697741
Signed
2015-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Milton R Moffitt Jr
Formed
1977
Legal Domicile
Ct
Voting Board Members
20
Independent Board Members
20
Employees
0
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 XI, LINE 9:

“MERGER PROCEEDS 716.”

FORM 990, PART XII, LINE 1:

“New england electrical workers benefits fund's financial statements are prepared using the accrual basis of accounting.”

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant.”

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.”

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IRS990/Form990PartVIISectionAGrp/PersonNm10KENNETH ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm11KEVIN MCDONOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm12BRUCE SILVA
IRS990/Form990PartVIISectionAGrp/PersonNm13PETER F CARROLL
IRS990/Form990PartVIISectionAGrp/PersonNm14LAWRENCE F EAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm15EDWARD T MCPHEE JR
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL R MOCONYI
IRS990/Form990PartVIISectionAGrp/PersonNm17BRIAN T MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm18IRMA BELANGER
IRS990/Form990PartVIISectionAGrp/PersonNm19WESLEY T GELLER
IRS990/Form990PartVIISectionAGrp/PersonNm20TOM ADAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm21GLENN KINGSBURY
IRS990/Form990PartVIISectionAGrp/PersonNm22JIM VALENTE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EMPLOYER TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt16EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03127
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014426112
IRS990/GrossReceiptsAmt075473442
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt05671
IRS990/InvestmentIncomeGrp/ExclusionAmt0432309
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0432309
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023799305
IRS990/InvestmentsPubTradedSecGrp/EOYAmt021370446
IRS990/IRPDocumentCnt02201
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014422985
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS AND LIFE INSURANCE TO PARTICIPANTS OF THE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt033362903
IRS990/NetAssetsOrFundBalancesEOYAmt030651920
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03127
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03127
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0573475
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01003
IRS990/OfficeExpensesGrp/TotalAmt059860
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0716
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1PRESCRIPTION CARD ADMIN
IRS990/OtherExpensesGrp/TotalAmt0497919
IRS990/OtherExpensesGrp/TotalAmt180
IRS990/OtherLiabilitiesGrp/BOYAmt0993563
IRS990/OtherLiabilitiesGrp/EOYAmt0614854
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt06124
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06124
IRS990/OtherRevenueTotalAmt06124
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MILTON R MOFFITT JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt056101482
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14507415
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt056101482
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14507415
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt060175015
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0499883
IRS990/PYOtherExpensesAmt03816239
IRS990/PYOtherRevenueAmt01693
IRS990/PYProgramServiceRevenueAmt062110048
IRS990/PYRevenuesLessExpensesAmt0-1379630
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt063991254
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt062611624
IRS990/ReconcilationRevenueExpnssAmt0-3285174
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt030378102
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt027667119
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03316293
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02983639
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt077452
IRS990ScheduleD/ExpensesSubtotalAmt064258179
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt077452
IRS990ScheduleD/InvestmentExpensesNotIncldAmt077452
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0573475
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0134380
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11299
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2479175
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESCROW LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2AFFORDABLE CARE ACT REINSURANCE FEE
IRS990ScheduleD/RevenueNotReportedAmt0573475
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt077452
IRS990ScheduleD/RevenueSubtotalAmt060973005
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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt064335631
IRS990ScheduleD/TotalLiabilityAmt0614854
IRS990ScheduleD/TotalRevenuePerForm990Amt061050457
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt061546480
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt064258179
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,976,805
Liabilities
$1,324,885
Net assets
$30,651,920
Revenue
$61,050,457
Expenses
$64,335,631
Net income
-$3,285,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$140$3.51$136$106$89.3$17.1
2023Detailed filing. Detailed filing data is available for this year.$119$3.67$115$101$80.2$20.8
2022Detailed filing. Detailed filing data is available for this year.$93.6$2.73$90.8$89.5$79.8$9.71
2021Detailed filing. Detailed filing data is available for this year.$86.4$1.11$85.3$85.5$76.9$8.54
2020Detailed filing. Detailed filing data is available for this year.$75.4$1.58$73.9$77.0$59.5$17.5
2019Detailed filing. Detailed filing data is available for this year.$56.1$1.27$54.8$76.6$66.2$10.4
2018Detailed filing. Detailed filing data is available for this year.$44.1$1.50$42.6$68.6$56.4$12.2
2017Detailed filing. Detailed filing data is available for this year.$32.3$0.71$31.6$63.0$49.9$13.1
2016Detailed filing. Detailed filing data is available for this year.$22.5$1.50$21.0$53.0$53.4$0.38
2015Detailed filing. Detailed filing data is available for this year.$23.0$0.98$22.0$56.2$62.8$6.62
2014Detailed filing. Detailed filing data is available for this year.$32.0$1.32$30.7$61.1$64.3$3.29
2014Detailed filing. Detailed filing data is available for this year.$32.0$1.32$30.7$61.1$64.3$3.29
2013Detailed filing. Detailed filing data is available for this year.$35.1$1.77$33.4$62.6$64.0$1.38
2012Summary only. Only limited summary data is available for this year.$27.2$1.44$25.8$62.4$59.0$3.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$1.07$19.3$45.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.53$12.6$42.8