Civic Intelligence

Excavators Union 731 Welfare Fund

990 • Fiscal year 2017 • EIN 13-1615440

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 23, 2018

34-11 35th AvenueAstoria, NY 11106

(718) 391-9099

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.03x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Net Margin

81st percentile

32%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

91st percentile

$465,996

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Asset Growth

88th percentile

25%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

18%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Assets

Up

$422,053,903

Up $85,666,534 (+25%) from 2016

Net Assets

Up

$416,972,099

Up $84,949,890 (+26%) from 2016

Liabilities

Up

$5,081,804

Up $716,644 (+16%) from 2016

Revenue

Up

$192,861,487

Up $28,811,335 (+18%) from 2016

Expenses

Up

$131,085,482

Up $2,008,085 (+1.6%) from 2016

Net Income

Up

$61,776,005

Up $26,803,250 (+77%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5B$1.0B$500M$0Assets 2010: $155,000,821Liabilities 2010: $410,596Net Assets 2010: $154,590,2252010Assets 2011: $171,723,974Liabilities 2011: $269,494Net Assets 2011: $171,454,4802011Assets 2012: $195,665,816Liabilities 2012: $281,179Net Assets 2012: $195,384,6372012Assets 2013: $232,087,470Liabilities 2013: $321,231Net Assets 2013: $231,766,2392013Assets 2014: $262,553,457Liabilities 2014: $401,845Net Assets 2014: $262,151,6122014Assets 2015: $290,175,583Liabilities 2015: $4,748,711Net Assets 2015: $285,426,8722015Assets 2016: $336,387,369Liabilities 2016: $4,365,160Net Assets 2016: $332,022,2092016Assets 2017: $422,053,903Liabilities 2017: $5,081,804Net Assets 2017: $416,972,0992017Assets 2018: $453,818,758Liabilities 2018: $1,506,094Net Assets 2018: $452,312,6642018Assets 2019: $594,573,217Liabilities 2019: $6,708,107Net Assets 2019: $587,865,1102019Assets 2020: $729,939,503Liabilities 2020: $5,946,783Net Assets 2020: $723,992,7202020Assets 2021: $855,197,555Liabilities 2021: $5,733,875Net Assets 2021: $849,463,6802021Assets 2022: $763,644,459Liabilities 2022: $5,677,091Net Assets 2022: $757,967,3682022Assets 2023: $931,035,083Liabilities 2023: $5,958,285Net Assets 2023: $925,076,7982023Assets 2024: $1,112,965,398Liabilities 2024: $7,495,267Net Assets 2024: $1,105,470,1312024

Highlighted filing

2017

Assets$422,053,903
Liabilities$5,081,804
Net Assets$416,972,099

Operations Trend

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

$400M$200M$0-$200MExpenses 2010: $85,788,4492010Expenses 2011: $88,490,9772011Expenses 2012: $91,988,9622012Revenue 2013: $130,207,597Expenses 2013: $99,303,493Net Income 2013: $30,904,1042013Revenue 2014: $149,679,666Expenses 2014: $104,584,093Net Income 2014: $45,095,5732014Revenue 2015: $143,387,388Expenses 2015: $115,668,011Net Income 2015: $27,719,3772015Revenue 2016: $164,050,152Expenses 2016: $129,077,397Net Income 2016: $34,972,7552016Revenue 2017: $192,861,487Expenses 2017: $131,085,482Net Income 2017: $61,776,0052017Revenue 2018: $221,125,972Expenses 2018: $153,712,929Net Income 2018: $67,413,0432018Revenue 2019: $256,840,962Expenses 2019: $173,295,875Net Income 2019: $83,545,0872019Revenue 2020: $244,683,666Expenses 2020: $154,710,116Net Income 2020: $89,973,5502020Revenue 2021: $265,733,082Expenses 2021: $179,407,458Net Income 2021: $86,325,6242021Revenue 2022: $148,230,036Expenses 2022: $194,198,359Net Income 2022: -$45,968,3232022Revenue 2023: $317,835,772Expenses 2023: $203,642,189Net Income 2023: $114,193,5832023Revenue 2024: $365,130,478Expenses 2024: $228,448,833Net Income 2024: $136,681,6452024

Highlighted filing

2017

Revenue$192,861,487
Expenses$131,085,482
Net Income$61,776,005
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 23, 2018
Return Version
2017v2.3
Gross Receipts
$569,616,697
Mission and Program Overview

Mission

Collectively bargained multi-employer welfare fund created to provide health & welfare benefits to participants and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$332,022,209$416,972,099▲ $84,949,890
Investments in Publicly Traded Securities$298,204,689$380,421,547▲ $82,216,858
Accounts Receivable$21,544,404$28,427,840▲ $6,883,436
Savings and Temporary Cash Investments$6,299,250$7,813,906▲ $1,514,656
Investments Other Securities-$2,420,675-
Cash and Non-Interest-Bearing Accounts$8,475,391$1,177,958▼ $7,297,433
Prepaid Expenses and Deferred Charges$191,523$198,894▲ $7,371
Land, Buildings, and Equipment, Net$68,883$60,730▼ $8,153
Total Assets$336,387,369$422,053,903▲ $85,666,534
Other Assets Total$1,603,229$1,532,353▼ $70,876
Liabilities
Other Liabilities$4,126,326$4,880,545▲ $754,219
Accounts Payable and Accrued Expenses$238,834$201,259▼ $37,575
Total Liabilities$4,365,160$5,081,804▲ $716,644
Net Assets / Fund Balance
Total Net Assets Fund Balance$332,022,209$416,972,099▲ $84,949,890
Total Liabilities and Net Assets / Fund Balance$336,387,369$422,053,903▲ $85,666,534

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$60,730$64,041$124,771
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Michael PortoComputer TecPT$264,265$264,265
Michelle ReidPension Supe-$180,860$180,860

Board Members and Trustees

NameTitle
Denise RichardsonTrustee
Anthony PiciulloAccounting
Giovanni LaucellaCollections
Michael PortoComputer Tech
Mark RosenEmpr Tstee
PAUL D'ABBRACCIOFund Mngr
Michelle ReidPension Supervisor
Frank BiancanielloUnion Truste
JOSEPH D'AMATOUnion Truste

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue CrossClaims1 LLIBERY PLAZA, New York, NY 10006$3,943,602
Atalanta SosnoffInvest Mgr101 PARK AVENUE, New York, NY 10178$304,345
Mel FederLegal34-11 35TH AVE, Astoria, NY 11106$268,200
Union NetworkingComputer Servic560 SYLVAN AVENUE, Englewood Cliffs, NJ 07632$244,984
Alliance BernsteinInvest Mgr1345 AVENUE OF AMERICAS, New York, NY 10105$236,128
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$178,409,252
Investment Income
$14,254,950
Other Revenue
$197,285
Change in Net Assets
$61,776,005

Audited Revenue Reconciliation

Revenue per Audited Statements
$190,574,590
Revenue Not Reported on Financial Statements
$2,286,897
Revenue Not Reported on Form 990
$24,850,385
Other Revenue Adjustments
$1,188,288
Total Revenue per Audited Statements
$215,424,975
Total Revenue per Form 990
$192,861,487
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,464,914
Salaries, Compensation, and Employee Benefits$1,564,618
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$127,055,950--$127,055,950
Fees for Service Investment Mgmnt Fees$1,098,609--$1,098,609
Other Salaries and Wages$901,777--$901,777
Other Employee Benefits$336,209--$336,209
Information Technology$275,101--$275,101
Fees for Services Legal$270,300--$270,300
Pension Plan Contributions$260,239--$260,239
Occupancy$250,980--$250,980
Fees for Services Other$172,957--$172,957
Fees for Services Accounting$152,711--$152,711
Office Expenses$137,372--$137,372
Payroll Taxes$66,393--$66,393
Insurance$60,823--$60,823
Depreciation Depletion$22,832--$22,832
Conferences and Meetings$14,367--$14,367
Other Expenses$7,915--$7,915
Travel$947--$947
Total Functional Expenses$131,085,482$0$0$131,085,482

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$131,085,482
Expenses per Audited Statements$129,986,873
Total Expenses per Audited Statements$128,798,585
Expenses Not Reported on Financial Statements$1,098,609
Expenses Not Reported on Form 990$-1,188,288
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
Net Trades Pending Settlement$4,786,413
Due to Related Fund$94,132
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
No
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, Page 6, Part VI, Line 11B

Form 990 was reviewed by the governing body & discussed with the accountant

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents and financial statements available to the public upon request

Filing and Contact Details

Filer

Filer Name
Excavators Union 731 Welfare
EIN
13-1615440
Phone
7183919099
Address
34-11 35TH AVENUE, ASTORIA, NY 11106

Signing Officer

Name
PAUL D'ABBRACCIO
Title
Fund Mngr
Phone
7183910430
Signed
2018-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PAUL D'ABBRACCIO
Formed
1950
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
6

Preparer

Firm
Castiglia Llp
Address
66 COMMACK ROAD SUITE 304, COMMACK, NY 11725
Preparer
Robert V Castiglia CPA
Phone
6314867830
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To provide health & welfare benefit to participants and their dependents

Form 990, Part XI, Line 9

Medicare part d -1,178,288 expenses recovered -10,000 medicare part d 1,178,288 expenses recovered 10,000

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

Medicare part d 1,178,288 expenses recovered 10,000

Schedule D, Page 4, Part XII, Line 2D

Medicare part d -1,178,288 expenses recovered -10,000

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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/InsuranceGrp/ProgramServicesAmt060823
IRS990/InsuranceGrp/TotalAmt060823
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt060730
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06487047
IRS990/NetUnrlzdGainsLossesInvstAmt024850385
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IRS990/OccupancyGrp/TotalAmt0250980
IRS990/OfficeExpensesGrp/ProgramServicesAmt0137372
IRS990/OfficeExpensesGrp/TotalAmt0137372
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01603229
IRS990/OtherAssetsTotalGrp/EOYAmt01532353
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0336209
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0336209
IRS990/OtherExpensesGrp/Desc0RETIREMENT EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt07915
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IRS990/OtherLiabilitiesGrp/BOYAmt04126326
IRS990/OtherLiabilitiesGrp/EOYAmt04880545
IRS990/OtherRevenueMiscGrp/Desc0INTEREST & LIQUIDATING DAMAGE
IRS990/OtherRevenueMiscGrp/Desc1EXPENSES RECOVERED
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS INCOME
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt110000
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt110000
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IRS990/PayrollTaxesGrp/ProgramServicesAmt066393
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0191523
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0198894
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEDICARE PART D
IRS990/ProgramServiceRevenueGrp/Desc2COBRA
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11178288
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2341286
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11178288
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2341286
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO PROVIDE HEALTH & WELFARE BENEFIT TO PARTICIPANTS AND THEIR DEPENDENTS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0131085482
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0125130832
IRS990/PYInvestmentIncomeAmt07548092
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IRS990/PYOtherRevenueAmt0220384
IRS990/PYProgramServiceRevenueAmt0156281676
IRS990/PYRevenuesLessExpensesAmt034972755
IRS990/PYSalariesCompEmpBnftPaidAmt01553859
IRS990/PYTotalExpensesAmt0129077397
IRS990/PYTotalRevenueAmt0164050152
IRS990/ReconcilationRevenueExpnssAmt061776005
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0332022209
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0416972099
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06299250
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07813906
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0-1188288
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01098609
IRS990ScheduleD/ExpensesSubtotalAmt0129986873
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01098609
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01098609
IRS990ScheduleD/NetUnrealizedGainsInvstAmt024850385
IRS990ScheduleD/OtherExpensesIncludedAmt0-1188288
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt060730
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt064041
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0124771
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04786413
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt194132
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NET TRADES PENDING SETTLEMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED FUND
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01188288
IRS990ScheduleD/RevenueNotReportedAmt024850385
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02286897
IRS990ScheduleD/RevenueSubtotalAmt0190574590
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MEDICARE PART D 1,178,288 EXPENSES RECOVERED 10,000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MEDICARE PART D -1,178,288 EXPENSES RECOVERED -10,000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt060730
IRS990ScheduleD/TotalExpensesPerForm990Amt0131085482
IRS990ScheduleD/TotalLiabilityAmt04880545
IRS990ScheduleD/TotalRevenuePerForm990Amt0192861487
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0215424975
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0128798585
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt02793
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt14154
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0306686
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1299136
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2231642
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3219444
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4192320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5140733
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt6108028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0121542
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt1119586
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt243576
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt343576
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt438129
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt538214
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt638594
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt034975
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt134975
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt238646
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt338646
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt433816
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt533893
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt634238
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH D'AMATO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1FRANK BIANCANIELLO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2PAUL D'ABBRACCIO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3GIOVANNI LAUCELLA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4MICHAEL PORTO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5ANTHONY PICIULLO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm6MICHELLE REID
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION TRUSTE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1UNION TRUSTE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FUND MNGR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3COLLECTIONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4COMPUTER TECH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5ACCOUNTING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt6PENSION SUPERVISOR
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1457851
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2313864
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3301666
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4264265
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt5212840
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt6180860
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE HEALTH & WELFARE BENEFIT TO PARTICIPANTS AND THEIR DEPENDENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS REVIEWED BY THE GOVERNING BODY & DISCUSSED WITH THE ACCOUNTANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEDICARE PART D -1,178,288 EXPENSES RECOVERED -10,000 MEDICARE PART D 1,178,288 EXPENSES RECOVERED 10,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,113$7.50$1,105$365$228$137
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$931$5.96$925$318$204$114
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$764$5.68$758$148$194$46.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$855$5.73$849$266$179$86.3
2020Detailed filing. Detailed filing data is available for this year.$730$5.95$724$245$155$90.0
2019Detailed filing. Detailed filing data is available for this year.$595$6.71$588$257$173$83.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$454$1.51$452$221$154$67.4
2017Detailed filing. Detailed filing data is available for this year.$422$5.08$417$193$131$61.8
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$336$4.37$332$164$129$35.0
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$290$4.75$285$143$116$27.7
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$263$0.40$262$150$105$45.1
2013Detailed filing. Detailed filing data is available for this year.$232$0.32$232$130$99.3$30.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$196$0.28$195$92.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$172$0.27$171$88.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$155$0.41$155$85.8