Civic Intelligence

Cement & Concrete Workers District Council Welfare Fund

990 • Fiscal year 2020 • EIN 13-5542693

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 07, 2021

Organization ProfileWWW.CCWBF.ORG

View Organization Page

35-30 Francis Lewis Blvd No 201Flushing, NY 11358

(718) 762-6133

Siviq Scores

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

Liabilities / Assets

61st percentile

0.08x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.32x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

84th percentile

$354,400

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

22nd percentile

-0.8%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-31%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$115,159,029

Down $962,599 (-0.8%) from 2019

Net Assets

Down

$106,498,674

Down $1,381,693 (-1.3%) from 2019

Liabilities

Up

$8,660,355

Up $419,094 (+5.1%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin10th percentile

Revenue

Down

$26,974,249

Down $12,189,118 (-31%) from 2019

Expenses

Down

$36,854,931

Down $1,589,943 (-4.1%) from 2019

Net Income

Down

-$9,880,682

Down $10,599,175 (-1475%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$150M$100M$50M$0Assets 2011: $77,899,935Liabilities 2011: $2,748,273Net Assets 2011: $75,151,6622011Assets 2012: $84,019,284Liabilities 2012: $3,019,598Net Assets 2012: $80,999,6862012Assets 2013: $89,543,412Liabilities 2013: $3,035,902Net Assets 2013: $86,507,5102013Assets 2014: $93,389,899Liabilities 2014: $2,261,695Net Assets 2014: $91,128,2042014Assets 2015: $103,665,927Liabilities 2015: $3,435,313Net Assets 2015: $100,230,6142015Assets 2016: $115,632,910Liabilities 2016: $9,125,349Net Assets 2016: $106,507,5612016Assets 2017: $125,359,592Liabilities 2017: $12,846,097Net Assets 2017: $112,513,4952017Assets 2018: $114,605,489Liabilities 2018: $10,438,286Net Assets 2018: $104,167,2032018Assets 2019: $116,121,628Liabilities 2019: $8,241,261Net Assets 2019: $107,880,3672019Assets 2020: $115,159,029Liabilities 2020: $8,660,355Net Assets 2020: $106,498,6742020Assets 2021: $115,712,146Liabilities 2021: $7,772,016Net Assets 2021: $107,940,1302021Assets 2022: $89,661,297Liabilities 2022: $6,447,117Net Assets 2022: $83,214,1802022Assets 2023: $80,647,433Liabilities 2023: $5,346,539Net Assets 2023: $75,300,8942023Assets 2024: $70,043,469Liabilities 2024: $7,690,705Net Assets 2024: $62,352,7642024

Highlighted filing

2020

Assets$115,159,029
Liabilities$8,660,355
Net Assets$106,498,674
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $22,604,215Expenses 2011: $20,891,061Net Income 2011: $1,713,1542011Revenue 2012: $22,648,532Expenses 2012: $21,425,964Net Income 2012: $1,222,5682012Revenue 2013: $22,670,705Expenses 2013: $22,824,738Net Income 2013: -$154,0332013Revenue 2014: $26,821,656Expenses 2014: $24,129,026Net Income 2014: $2,692,6302014Revenue 2015: $35,173,042Expenses 2015: $23,851,192Net Income 2015: $11,321,8502015Revenue 2016: $41,317,079Expenses 2016: $29,521,411Net Income 2016: $11,795,6682016Revenue 2017: $31,762,879Expenses 2017: $33,655,259Net Income 2017: -$1,892,3802017Revenue 2018: $34,318,844Expenses 2018: $37,666,603Net Income 2018: -$3,347,7592018Revenue 2019: $39,163,367Expenses 2019: $38,444,874Net Income 2019: $718,4932019Revenue 2020: $26,974,249Expenses 2020: $36,854,931Net Income 2020: -$9,880,6822020Revenue 2021: $34,540,506Expenses 2021: $37,758,131Net Income 2021: -$3,217,6252021Revenue 2022: $23,284,267Expenses 2022: $34,553,735Net Income 2022: -$11,269,4682022Revenue 2023: $25,905,933Expenses 2023: $37,536,201Net Income 2023: -$11,630,2682023Revenue 2024: $31,733,715Expenses 2024: $39,578,600Net Income 2024: -$7,844,8852024

Highlighted filing

2020

Revenue$26,974,249
Expenses$36,854,931
Net Income-$9,880,682
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 7, 2021
Return Version
2020v4.1
Gross Receipts
$48,742,235
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$107,880,367$106,498,674▼ $1,381,693
Investments Other Securities$78,935,684$72,669,414▼ $6,266,270
Investments in Publicly Traded Securities$20,852,259$24,244,520▲ $3,392,261
Cash and Non-Interest-Bearing Accounts$7,242,831$11,225,468▲ $3,982,637
Accounts Receivable$7,563,625$5,637,572▼ $1,926,053
Savings and Temporary Cash Investments$1,077,456$992,137▼ $85,319
Land, Buildings, and Equipment, Net$396,776$368,848▼ $27,928
Prepaid Expenses and Deferred Charges-$21,070-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$116,121,628$115,159,029▼ $962,599
Other Assets Total$52,997$0▼ $52,997
Liabilities
Other Liabilities$8,050,167$8,443,949▲ $393,782
Accounts Payable and Accrued Expenses$191,094$216,406▲ $25,312
Total Liabilities$8,241,261$8,660,355▲ $419,094
Net Assets / Fund Balance
Total Net Assets Fund Balance$107,880,367$106,498,674▼ $1,381,693
Total Liabilities and Net Assets / Fund Balance$116,121,628$115,159,029▼ $962,599

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$368,848$43,762$412,610
Other Securities$14,439,587--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret BowenFund AdministratorPT$262,376$92,024$354,400
Abby KaplanAssistant Fund AdministratPT$165,868$63,129$228,997

Board Members and Trustees

NameTitle
Eric LeeEmp Trustee
KEVIN O'BRIENEmp Trustee
Michael SalgoEmp Trustee
Angelo AngeloneUnion Trustee
Anthony AmellaUnion Trustee
John PetersUnion Trustee
KIERAN O'SULLIVANUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Empire Healthchoice Assurance INCHealth Claims ProcesONE LIBERTY PLAZA STE 200, New York, NY 10006$878,126
Gorlick Kravitz & Listhaus PCLegal17 STATE STREET 4TH FLR, New York, NY 10004-1501$554,391
BasysComputer15300 W 105TH TERRACE, Lenexa, KS 66219$201,944
Fitzsimmons Abrams LLPPayroll Audit7600 JERICHO TURNPIKE 403, Woodbury, NY 11797$167,506
Schultheis & Panettieri LLPAccounting450 WIRELESS BLVD, Hauppauge, NY 11788$125,845
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,765,260
Investment Income
$2,002,612
Other Revenue
$206,377
Change in Net Assets
$-9,880,682

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,884,576
Revenue Not Reported on Financial Statements
$89,673
Revenue Not Reported on Form 990
$8,498,989
Total Revenue per Audited Statements
$35,383,565
Total Revenue per Form 990
$26,974,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,612,936
Other Expenses$276,111
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$34,965,884
Other Salaries and Wages---$824,416
Fees for Services Legal---$668,657
Current Officers, Directors, Trustees, and Key Employees---$354,400
Information Technology---$297,738
Pension Plan Contributions---$260,156
Fees for Services Accounting---$253,752
Occupancy---$249,662
Office Expenses---$177,449
Fees for Services Other---$101,332
Other Employee Benefits---$95,865
Insurance---$93,203
Fees for Service Investment Mgmnt Fees---$89,673
Payroll Taxes---$78,099
Depreciation Depletion---$40,428
Other Expenses---$-1,695,783
Total Functional Expenses$0$0$0$36,854,931

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$37,140,382
Total Expenses per Audited Statements$37,140,382
Total Expenses per Form 990$36,854,931
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-285,451
Other Expense Adjustments$-375,124
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Alexa AngeloneFamily MemberEmploymentNo$124,426
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Plans Current Benefit Obligations$6,078,279
Due to Affiliates$2,365,670
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
Yes
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

“A copy of form 990 is provided to all voting members of the governing body and reviewed at a regularly scheduled board meeting prior to submission.”

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

“As required by the fund's policy and by erisa, officers, directors, and key employees have a continuous obligation to report potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Documents are available to the public to the extent required by law. Participants may view documents at the fund office upon request.”

Filing and Contact Details

Filer

Filer Name
Cement and Concrete Workers Dc
EIN
13-5542693
Phone
7187626133
Address
35-30 FRANCIS LEWIS BLVD NO 201, FLUSHING, NY 11358

Signing Officer

Name
Michael Salgo
Title
Employer Trustee
Phone
7187626133
Signed
2021-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Bowen
Formed
1949
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
12
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“CHANGE IN IBNR -375,124.”

Raw XML AppendixShowing 400 of 646 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/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0297738
IRS990/InsuranceGrp/TotalAmt093203
IRS990/InvestmentIncomeGrp/ExclusionAmt01408160
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01408160
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt078935684
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt072669414
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020852259
IRS990/InvestmentsPubTradedSecGrp/EOYAmt024244520
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt043762
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0396776
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0368848
IRS990/LandBldgEquipCostOrOtherBssAmt0412610
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt021767986
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0107880367
IRS990/NetAssetsOrFundBalancesEOYAmt0106498674
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0594452
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0594452
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08498989
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0249662
IRS990/OfficeExpensesGrp/TotalAmt0177449
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt052997
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt095865
IRS990/OtherExpensesGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0-1695783
IRS990/OtherLiabilitiesGrp/BOYAmt08050167
IRS990/OtherLiabilitiesGrp/EOYAmt08443949
IRS990/OtherRevenueMiscGrp/BusinessCd0238900
IRS990/OtherRevenueMiscGrp/BusinessCd1238900
IRS990/OtherRevenueMiscGrp/Desc0MEDICARE PART D
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0109969
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt196408
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0109969
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt196408
IRS990/OtherRevenueTotalAmt0206377
IRS990/OtherSalariesAndWagesGrp/TotalAmt0824416
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt078099
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0260156
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021070
IRS990/PrincipalOfficerNm0MARGARET BOWEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0238900
IRS990/ProgramServiceRevenueGrp/BusinessCd1238900
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019037803
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15727457
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019037803
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15727457
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt035803992
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011808278
IRS990/PYOtherExpensesAmt01283860
IRS990/PYOtherRevenueAmt0131544
IRS990/PYProgramServiceRevenueAmt027223545
IRS990/PYRevenuesLessExpensesAmt0718493
IRS990/PYSalariesCompEmpBnftPaidAmt01357022
IRS990/PYTotalExpensesAmt038444874
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt039163367
IRS990/ReconcilationRevenueExpnssAmt0-9880682
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0107880367
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0106498674
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01077456
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0992137
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-285451
IRS990ScheduleD/ExpensesSubtotalAmt037140382
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt089673
IRS990ScheduleD/InvestmentExpensesNotIncldAmt089673
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08498989
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-375124
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0368848
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt043762
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0412610
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02365670
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16078279
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PLANS CURRENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt035201629
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt116382198
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt26646000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt314439587
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON/COLLECTIVE TRUST FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PARTNERSHIP/JOINT VENTURE INTERESTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2UNALLOCATED INSURANCE CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3103-12 INVESTMENT ENTITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt08498989
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt089673
IRS990ScheduleD/RevenueSubtotalAmt026884576
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN IBNR -375,124.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0368848
IRS990ScheduleD/TotalBookValueSecuritiesAmt072669414
IRS990ScheduleD/TotalExpensesPerForm990Amt036854931
IRS990ScheduleD/TotalLiabilityAmt08443949
IRS990ScheduleD/TotalRevenuePerForm990Amt026974249
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt035383565
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt037140382
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0262376
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1165868
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt081564
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt152245
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt010460
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt110884
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARGARET BOWEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ABBY KAPLAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ASSISTANT FUND ADMINISTRAT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0354400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1228997
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ALEXA ANGELONE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FAMILY MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0124426
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYMENT
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO ALL VOTING MEMBERS OF THE GOVERNING BODY AND REVIEWED AT A REGULARLY SCHEDULED BOARD MEETING PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST.
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,159,029
Liabilities
$8,660,355
Net assets
$106,498,674
Revenue
$26,974,249
Expenses
$36,854,931
Net income
-$9,880,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.0$7.69$62.4$31.7$39.6$7.84
2023Summary only. Only limited summary data is available for this year.$80.6$5.35$75.3$25.9$37.5$11.6
2022Summary only. Only limited summary data is available for this year.$89.7$6.45$83.2$23.3$34.6$11.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$7.77$108$34.5$37.8$3.22
2020Detailed filing. Detailed filing data is available for this year.$115$8.66$106$27.0$36.9$9.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$8.24$108$39.2$38.4$0.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$10.4$104$34.3$37.7$3.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$125$12.8$113$31.8$33.7$1.89
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$9.13$107$41.3$29.5$11.8
2015Detailed filing. Detailed filing data is available for this year.$104$3.44$100$35.2$23.9$11.3
2014Detailed filing. Detailed filing data is available for this year.$93.4$2.26$91.1$26.8$24.1$2.69
2013Detailed filing. Detailed filing data is available for this year.$89.5$3.04$86.5$22.7$22.8$0.15
2012Summary only. Only limited summary data is available for this year.$84.0$3.02$81.0$22.6$21.4$1.22
2011Summary only. Only limited summary data is available for this year.$77.9$2.75$75.2$22.6$20.9$1.71
Peer Organizations

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