Civic Intelligence

Ufcw and Participating Employers New England Health Fund

990 • Fiscal year 2019 • EIN 06-6069081

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileN/A

View Organization Page

290 Post Road West PO Box 470Westport, CT 06881-0470

(203) 226-4751

Siviq Scores

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

Liabilities / Assets

64th percentile

0.11x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.17x

Higher debt load relative to revenue than 75% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Net Margin

47th percentile

5.1%

Higher net margin than 47% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

90th percentile

$291,489

Higher top officer pay than 90% of similar nonprofits.

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Asset Growth

48th percentile

9.3%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-2.6%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$47,855,054

Up $4,075,505 (+9.3%) from 2018

Net Assets

Up

$42,811,115

Up $4,265,988 (+11%) from 2018

Liabilities

Down

$5,043,939

Down $190,483 (-3.6%) from 2018

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin47th percentile

Revenue

Down

$29,865,402

Down $786,963 (-2.6%) from 2018

Expenses

Down

$28,355,778

Down $508,210 (-1.8%) from 2018

Net Income

Down

$1,509,624

Down $278,753 (-16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$150M$100M$50M$0Assets 2010: $28,928,435Liabilities 2010: $5,012,839Net Assets 2010: $23,915,5962010Assets 2011: $30,377,431Liabilities 2011: $4,196,387Net Assets 2011: $26,181,0442011Assets 2012: $34,244,532Liabilities 2012: $4,527,359Net Assets 2012: $29,717,1732012Assets 2013: $37,097,701Liabilities 2013: $5,782,827Net Assets 2013: $31,314,8742013Assets 2014: $38,394,259Liabilities 2014: $4,344,655Net Assets 2014: $34,049,6042014Assets 2015: $39,191,490Liabilities 2015: $4,669,059Net Assets 2015: $34,522,4312015Assets 2016: $40,883,750Liabilities 2016: $4,593,153Net Assets 2016: $36,290,5972016Assets 2017: $43,190,081Liabilities 2017: $4,869,299Net Assets 2017: $38,320,7822017Assets 2018: $43,779,549Liabilities 2018: $5,234,422Net Assets 2018: $38,545,1272018Assets 2019: $47,855,054Liabilities 2019: $5,043,939Net Assets 2019: $42,811,1152019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $128,548,713Liabilities 2021: $12,362,658Net Assets 2021: $116,186,0552021Assets 2022: $102,915,649Liabilities 2022: $12,938,092Net Assets 2022: $89,977,5572022Assets 2023: $90,234,852Liabilities 2023: $12,072,901Net Assets 2023: $78,161,9512023Assets 2024: $87,808,134Liabilities 2024: $15,061,299Net Assets 2024: $72,746,8352024

Highlighted filing

2019

Assets$47,855,054
Liabilities$5,043,939
Net Assets$42,811,115
Open 2019 Filing

Operations Trend

Revenue Growth24th percentile

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

$200M$150M$100M$50M$0-$50MExpenses 2010: $26,103,6242010Expenses 2011: $23,710,7262011Expenses 2012: $24,045,9302012Revenue 2013: $27,303,480Expenses 2013: $27,416,451Net Income 2013: -$112,9712013Revenue 2014: $25,424,917Expenses 2014: $22,878,235Net Income 2014: $2,546,6822014Revenue 2015: $26,294,078Expenses 2015: $25,482,685Net Income 2015: $811,3932015Revenue 2016: $25,970,393Expenses 2016: $25,207,303Net Income 2016: $763,0902016Revenue 2017: $29,687,248Expenses 2017: $28,385,778Net Income 2017: $1,301,4702017Revenue 2018: $30,652,365Expenses 2018: $28,863,988Net Income 2018: $1,788,3772018Revenue 2019: $29,865,402Expenses 2019: $28,355,778Net Income 2019: $1,509,6242019Revenue 2020: $31,262,466Expenses 2020: $21,574,918Net Income 2020: $9,687,5482020Revenue 2021: $142,590,701Expenses 2021: $150,425,218Net Income 2021: -$7,834,5172021Revenue 2022: $119,544,052Expenses 2022: $141,128,900Net Income 2022: -$21,584,8482022Revenue 2023: $138,304,266Expenses 2023: $154,445,122Net Income 2023: -$16,140,8562023Revenue 2024: $151,860,719Expenses 2024: $158,954,925Net Income 2024: -$7,094,2062024

Highlighted filing

2019

Revenue$29,865,402
Expenses$28,355,778
Net Income$1,509,624
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$35,421,302
Mission and Program Overview

Mission

To provide health and welfare benefits to members who participate in the fund.

To provide benefits for the members who participate in this fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$38,545,127$42,811,115▲ $4,265,988
Investments in Publicly Traded Securities$27,134,608$22,064,801▼ $5,069,807
Savings and Temporary Cash Investments$4,577,148$12,652,226▲ $8,075,078
Investments Other Securities$10,659,028$10,841,287▲ $182,259
Cash and Non-Interest-Bearing Accounts$712,484$647,102▼ $65,382
Accounts Receivable$642,127$519,200▼ $122,927
Prepaid Expenses and Deferred Charges$33,057$33,462▲ $405
Land, Buildings, and Equipment, Net$647$0▼ $647
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$43,779,549$47,855,054▲ $4,075,505
Other Assets Total$20,450$1,096,976▲ $1,076,526
Liabilities
Other Liabilities$5,050,673$4,832,527▼ $218,146
Accounts Payable and Accrued Expenses$183,749$211,412▲ $27,663
Total Liabilities$5,234,422$5,043,939▼ $190,483
Net Assets / Fund Balance
Total Net Assets Fund Balance$38,545,127$42,811,115▲ $4,265,988
Total Liabilities and Net Assets / Fund Balance$43,779,549$47,855,054▲ $4,075,505

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$108,660$108,660
Other Land Buildings$0$16,222$16,222
Other Securities$8,534,615--
Compensation and Service Providers
Top Officer Pay90th percentile

Board Members and Trustees

NameTitle
Bob SpinellaEmployer Trustee
Dan DosenbachEmployer Trustee
Jason ParadisEmployer Trustee
Pat DurningEmployer Trustee
Joel BooneEmployer Trustee (p)
Stephen BrownEmployer Trustee (p)
Brian TruiniUnion Trustee
Keri HoehneUnion Trustee
Ronald PetronellaUnion Trustee
Thomas WilkinsonUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
CignaNetwork Access44 WHIPPANY RD, Morristown, NJ 07072$748,198
Maxon CompanyClaims Processing76 NORTH BROADWAY, Irvington, NY 10533$493,141
The Segal CompanyActuary/consultant333 WEST 34TH STREET, New York, NY 10001$119,823
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,899,782
Investment Income
$965,620
Other Revenue
$0
Change in Net Assets
$1,509,624

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,790,780
Revenue Not Reported on Financial Statements
$74,622
Revenue Not Reported on Form 990
$2,756,364
Total Revenue per Audited Statements
$32,547,144
Total Revenue per Form 990
$29,865,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,104,327
Salaries, Compensation, and Employee Benefits$677,213
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$25,574,238
Fees for Services Other---$1,399,345
Other Salaries and Wages---$440,954
Office Expenses---$163,804
Occupancy---$137,148
Pension Plan Contributions---$107,403
Fees for Services Accounting---$102,590
Information Technology---$90,035
Other Employee Benefits---$86,782
Fees for Service Investment Mgmnt Fees---$74,622
Fees for Services Legal---$70,068
Payroll Taxes---$42,074
Insurance---$39,316
Conferences and Meetings---$25,573
Other Expenses---$1,180
Depreciation Depletion---$646
Total Functional Expenses$0$0$0$28,355,778

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,499,302
Total Expenses per Audited Statements$28,499,302
Total Expenses per Form 990$28,355,778
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-143,524
Other Expense Adjustments$-218,146
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
Benefit Obligation$4,832,527
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 B, Line 11B

“The form 990 is presented to the board of trustees for review and approval prior to filing.”

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

“Each trustee must sign a statement annually that states he/shee understands the conflict of interest policy and will comply with the policy.”

Form 990, Part VI, Section C, Line 19

“Governing ducuments, conflict of interest policy and financial statments are available upon request.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Welfare Trust Fund
EIN
06-6069081
Phone
2032264751
Address
290 POST ROAD WEST PO BOX 470, WESTPORT, CT 06881-0470

Signing Officer

Name
Ronald Petronella
Title
Union Trustee
Phone
2032264751
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Petronella
Formed
1959
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
1
Employees
7
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:

“Board of trustees is responsible for oversight of the audit and selection of independdent account. No change from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability if the fund 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 fund 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 XII, LINE 4B - OTHER ADJUSTMENTS:

“Chnage in benefit obligation -218,146.”

Raw XML AppendixShowing 400 of 538 raw XML fields

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/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt038545127
IRS990/NetAssetsOrFundBalancesEOYAmt042811115
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0213638
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0213638
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02756364
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0137148
IRS990/OfficeExpensesGrp/TotalAmt0163804
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020450
IRS990/OtherAssetsTotalGrp/EOYAmt01096976
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt086782
IRS990/OtherExpensesGrp/Desc0CONNECTICUT PERSONAL PR
IRS990/OtherExpensesGrp/TotalAmt01180
IRS990/OtherLiabilitiesGrp/BOYAmt05050673
IRS990/OtherLiabilitiesGrp/EOYAmt04832527
IRS990/OtherSalariesAndWagesGrp/TotalAmt0440954
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt042074
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0107403
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033057
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033462
IRS990/PrincipalOfficerNm0RONALD PETRONELLA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT AND RETUREE CONTRIBUT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt027214177
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11685605
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt027214177
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11685605
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt026165331
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01352302
IRS990/PYOtherExpensesAmt01999985
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt029300063
IRS990/PYRevenuesLessExpensesAmt01788377
IRS990/PYSalariesCompEmpBnftPaidAmt0698672
IRS990/PYTotalExpensesAmt028863988
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt030652365
IRS990/ReconcilationRevenueExpnssAmt01509624
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt038545127
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt042811115
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04577148
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012652226
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0108660
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0108660
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-143524
IRS990ScheduleD/ExpensesSubtotalAmt028499302
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt074622
IRS990ScheduleD/InvestmentExpensesNotIncldAmt074622
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02756364
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-218146
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016222
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016222
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04832527
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02006672
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1300000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt28534615
IRS990ScheduleD/OtherSecuritiesGrp/Desc0U.S. REAL ESTATE INVESTMENT FUND LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1STATE OF ISRAEL BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2290 POST ROAD WEST CORP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt02756364
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt074622
IRS990ScheduleD/RevenueSubtotalAmt029790780
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND 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 FUND 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/ExplanationTxt1CHNAGE IN BENEFIT OBLIGATION -218,146.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt010841287
IRS990ScheduleD/TotalExpensesPerForm990Amt028355778
IRS990ScheduleD/TotalLiabilityAmt04832527
IRS990ScheduleD/TotalRevenuePerForm990Amt029865402
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt032547144
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028499302
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0255102
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1242160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2198732
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3139358
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt018590
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt118104
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt216642
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt314330
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt017797
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt116191
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt215105
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt314340
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS WILKINSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1RONALD PETRONELLA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2BRIAN TRUINI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3KERI HOEHNE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0291489
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1276455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2230479
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3168028
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH TRUSTEE MUST SIGN A STATEMENT ANNUALLY THAT STATES HE/SHEE UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND WILL COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DUCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDDENT ACCOUNT. NO CHANGE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,855,054
Liabilities
$5,043,939
Net assets
$42,811,115
Revenue
$29,865,402
Expenses
$28,355,778
Net income
$1,509,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.8$15.1$72.7$152$159$7.09
2023Detailed filing. Detailed filing data is available for this year.$90.2$12.1$78.2$138$154$16.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$12.9$90.0$120$141$21.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$12.4$116$143$150$7.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$31.3$21.6$9.69
2019Detailed filing. Detailed filing data is available for this year.$47.9$5.04$42.8$29.9$28.4$1.51
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.8$5.23$38.5$30.7$28.9$1.79
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.2$4.87$38.3$29.7$28.4$1.30
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$4.59$36.3$26.0$25.2$0.76
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.2$4.67$34.5$26.3$25.5$0.81
2014Detailed filing. Detailed filing data is available for this year.$38.4$4.34$34.0$25.4$22.9$2.55
2013Detailed filing. Detailed filing data is available for this year.$37.1$5.78$31.3$27.3$27.4$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$4.53$29.7$24.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.4$4.20$26.2$23.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$5.01$23.9$26.1