Civic Intelligence

Ufcw and Participating Employers New England Health Fund

990 • Fiscal year 2021 • EIN 06-6069081

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization ProfileN/A

View Organization Page

PO Box 5160Westport, CT 06880-9917

(203) 226-4751

Siviq Scores

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

Liabilities / Assets

64th percentile

0.10x

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

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.09x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Net Margin

18th percentile

-5.5%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

78th percentile

$293,952

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Revenue Growth

98th percentile

356%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$128,548,713

Up $128,548,713 from 2020

Net Assets

Up

$116,186,055

Up $116,186,055 from 2020

Liabilities

Up

$12,362,658

Up $12,362,658 from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin18th percentile

Revenue

Up

$142,590,701

Up $111,328,235 (+356%) from 2020

Expenses

Up

$150,425,218

Up $128,850,300 (+597%) from 2020

Net Income

Down

-$7,834,517

Down $17,522,065 (-181%) from 2020

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2021

Assets$128,548,713
Liabilities$12,362,658
Net Assets$116,186,055
Open 2021 Filing

Operations Trend

Revenue Growth98th 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

2021

Revenue$142,590,701
Expenses$150,425,218
Net Income-$7,834,517
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Gross Receipts
$173,530,715
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$0$116,186,055▲ $116,186,055
Investments in Publicly Traded Securities-$69,181,903-
Savings and Temporary Cash Investments-$41,162,976-
Investments Other Securities-$11,271,910-
Accounts Receivable-$6,916,762-
Land, Buildings, and Equipment, Net$0$15,162▲ $15,162
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$128,548,713▲ $128,548,713
Liabilities
Other Liabilities$0$12,177,752▲ $12,177,752
Accounts Payable and Accrued Expenses-$184,906-
Total Liabilities$0$12,362,658▲ $12,362,658
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$116,186,055▲ $116,186,055
Total Liabilities and Net Assets / Fund Balance$0$128,548,713▲ $128,548,713

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,162$173,413$188,575
Other Land Buildings$0$17,274$17,274
Other Securities$300,000--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas WilkinsonPlan EmployeeFT$142,692$3,159$145,851
Barbara FedumentiPlan EmployeeFT$117,416$16,095$133,511
Jeff JonesUnion Trustee--$129,561$129,561
Dean EitherUnion Trustee (p)--$127,942$127,942

Board Members and Trustees

NameTitle
Bob SpinellaEmployer Trustee
Christa KramerEmployer Trustee
Jason ParadisEmployer Trustee
Pat DurningEmployer Trustee
Susan SanvilleEmployer Trustee
Dan DosenbachEmployer Trustee (p)
Fernando LemusUnion Trustee
Mark EspinosaUnion Trustee
Ronald PetronellaUnion Trustee
Tim MeliaUnion Trustee
Brian TruiniUnion Trustee (p)
Keri HoehneUnion Trustee (p)

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Health Plans INCClaims Processing3075 VANDERCAR WAY, Cincinnati, OH 45209$2,881,440
Optumrx Administrative Services LlClaims Processing11000 OPTUM CIRCLE, Eden Prairie, MN 55344$587,261
London Health AdministratorsClaims Processing40 COMMERCIAL WAY, East Providence, RI 02914$410,059
The Segal CompanyActuary/consultant333 WEST 34TH STREET, New York, NY 10001$328,600
Union Printing INCDuplicating & Mailings45 WESTBRIDGE DR, Waterbury, CT 06708$183,947
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$131,232,505
Investment Income
$5,080,382
Other Revenue
$6,277,814
Change in Net Assets
$-7,834,517

Audited Revenue Reconciliation

Revenue per Audited Statements
$142,450,641
Revenue Not Reported on Financial Statements
$140,060
Revenue Not Reported on Form 990
$-306,723
Total Revenue per Audited Statements
$142,143,918
Total Revenue per Form 990
$142,590,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,004,015
Salaries, Compensation, and Employee Benefits$1,097,195
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$147,324,008
Other Salaries and Wages---$780,283
Office Expenses---$374,732
Fees for Services Other---$340,654
Occupancy---$258,686
Insurance---$151,338
Fees for Service Investment Mgmnt Fees---$140,060
Other Employee Benefits---$134,124
Information Technology---$127,155
Pension Plan Contributions---$117,867
Fees for Services Accounting---$101,002
Fees for Services Legal---$70,680
Payroll Taxes---$64,921
Conferences and Meetings---$25,514
Depreciation Depletion---$7,306
Other Expenses---$839
Total Functional Expenses$0$0$0$150,425,218

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$150,425,218
Expenses per Audited Statements$138,307,406
Total Expenses per Audited Statements$138,307,406
Expenses Not Reported on Financial Statements$12,117,812
Other Expense Adjustments$11,977,752
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
Benefit Obligation$11,977,752
Deposit From Stop and Shop$200,000
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
Ufcw and Participating Employers New
EIN
06-6069081
Phone
2032264751
Address
PO BOX 5160, WESTPORT, CT 06880-9917

Signing Officer

Name
Ronald Petronella
Title
Union Trustee
Phone
2032264751
Signed
2022-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Petronella
Formed
1959
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
1
Employees
14
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of assets to the ufcw and part. Employers new england health fund 124,327,295.”

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:

“Changes in benefit obligations 11,977,752.”

Raw XML AppendixShowing 400 of 659 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15142692
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0257306
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7260231
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8108938
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10165360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11188464
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13110493
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14PLAN EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PLAN EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03290491
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt034230505
IRS990/GrossReceiptsAmt0173530715
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0127155
IRS990/InsuranceGrp/TotalAmt0151338
IRS990/InvestmentIncomeGrp/ExclusionAmt01789891
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01789891
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt011271910
IRS990/InvestmentsPubTradedSecGrp/EOYAmt069181903
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0190687
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015162
IRS990/LandBldgEquipCostOrOtherBssAmt0205849
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt030940014
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt0116186055
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03290491
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03290491
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-306723
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0258686
IRS990/OfficeExpensesGrp/TotalAmt0374732
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0124327295
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0134124
IRS990/OtherExpensesGrp/Desc0UFCW LOCAL 919 PENSION
IRS990/OtherExpensesGrp/Desc1CONNECTICUT PERSONAL PR
IRS990/OtherExpensesGrp/TotalAmt0406049
IRS990/OtherExpensesGrp/TotalAmt1839
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt012177752
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/BusinessCd2525100
IRS990/OtherRevenueMiscGrp/Desc0PRESCRIPTION REBATES
IRS990/OtherRevenueMiscGrp/Desc1CLAIMS SUBROGRATION RECOVERY
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt011882
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05982270
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1283662
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05982270
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1283662
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt211882
IRS990/OtherRevenueTotalAmt06277814
IRS990/OtherSalariesAndWagesGrp/TotalAmt0780283
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt064921
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0117867
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RONALD PETRONELLA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT AND RETUREE CONTRIBUT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0119052194
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112180311
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0119052194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112180311
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018137541
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0493047
IRS990/PYOtherExpensesAmt02672119
IRS990/PYOtherRevenueAmt013137
IRS990/PYProgramServiceRevenueAmt030756282
IRS990/PYRevenuesLessExpensesAmt09687548
IRS990/PYSalariesCompEmpBnftPaidAmt0765258
IRS990/PYTotalExpensesAmt021574918
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031262466
IRS990/ReconcilationRevenueExpnssAmt0-7834517
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0116186055
IRS990/SavingsAndTempCashInvstGrp/EOYAmt041162976
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt015162
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0173413
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0188575
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012117812
IRS990ScheduleD/ExpensesSubtotalAmt0138307406
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0140060
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0140060
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-306723
IRS990ScheduleD/OtherExpensesNotIncludedAmt011977752
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017274
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017274
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0200000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt111977752
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSIT FROM STOP AND SHOP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFIT OBLIGATION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08541043
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12430867
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2300000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0WHOLLY-OWNED SUBSIDIARY - REAL ESTATE PROPERTY
IRS990ScheduleD/OtherSecuritiesGrp/Desc1REAL ESTATE INVESTMENT FUND - PARTNERSHIP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2OTHER FOREIGN BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/RevenueNotReportedAmt0-306723
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0140060
IRS990ScheduleD/RevenueSubtotalAmt0142450641
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/ExplanationTxt1CHANGES IN BENEFIT OBLIGATIONS 11,977,752.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015162
IRS990ScheduleD/TotalBookValueSecuritiesAmt011271910
IRS990ScheduleD/TotalExpensesPerForm990Amt0150425218
IRS990ScheduleD/TotalLiabilityAmt012177752
IRS990ScheduleD/TotalRevenuePerForm990Amt0142590701
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0142143918
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0138307406
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

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$128,548,713
Liabilities
$12,362,658
Net assets
$116,186,055
Revenue
$142,590,701
Expenses
$150,425,218
Net income
-$7,834,517
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
2021Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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