Civic Intelligence

Cement & Concrete Workers District Council Welfare Fund

990 • Fiscal year 2022 • EIN 13-5542693

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 27, 2023

Organization ProfileWWW.CCWBF.ORG

View Organization Page

214-38 42nd Avenue 2nd FloorBayside, NY 11361

(718) 762-6133

Siviq Scores

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

Liabilities / Assets

61st percentile

0.07x

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

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

81st percentile

0.28x

Higher debt load relative to revenue than 81% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Net Margin

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

91st percentile

$375,514

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Asset Growth

10th percentile

-23%

Faster asset growth than 10% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-33%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Flat

$89,661,297

Flat from 2022

Net Assets

Flat

$83,214,180

Flat from 2022

Liabilities

Flat

$6,447,117

Flat from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin8th percentile

Revenue

Flat

$23,284,267

Flat from 2022

Expenses

Flat

$34,553,735

Flat from 2022

Net Income

Flat

-$11,269,468

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth10th 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 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

2022

Assets$89,661,297
Liabilities$6,447,117
Net Assets$83,214,180
Open 2022 Filing

Operations Trend

Revenue Growth12th 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 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

2022

Revenue$23,284,267
Expenses$34,553,735
Net Income-$11,269,468
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 27, 2023
Return Version
2022v5.0
Gross Receipts
$53,802,125
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$107,940,130$83,214,180▼ $24,725,950
Investments Other Securities$78,207,349$57,664,785▼ $20,542,564
Investments in Publicly Traded Securities$26,148,708$20,946,670▼ $5,202,038
Accounts Receivable$4,517,785$5,376,712▲ $858,927
Cash and Non-Interest-Bearing Accounts$5,217,137$3,502,729▼ $1,714,408
Savings and Temporary Cash Investments$1,293,580$1,827,301▲ $533,721
Land, Buildings, and Equipment, Net$327,587$343,100▲ $15,513
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$115,712,146$89,661,297▼ $26,050,849
Liabilities
Other Liabilities$7,690,874$6,355,217▼ $1,335,657
Accounts Payable and Accrued Expenses$81,142$91,900▲ $10,758
Total Liabilities$7,772,016$6,447,117▼ $1,324,899
Net Assets / Fund Balance
Total Net Assets Fund Balance$107,940,130$83,214,180▼ $24,725,950
Total Liabilities and Net Assets / Fund Balance$115,712,146$89,661,297▼ $26,050,849

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$343,100$126,284$469,384
Other Securities$10,755,024--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret BowenFund AdministratorPT$271,004$104,510$375,514
Abby KaplanInterim Fund AdministratorPT$181,287$73,553$254,840
Alexa AngeloneEmployeePT$106,342$47,813$154,155
Jessica SchippellPen Fd Mgr-$104,298$46,869$151,167
Giovanna BellantuonoEmployee-$100,333$45,918$146,251

Board Members and Trustees

NameTitle
Eric LeeEmployer Trustee
KEVIN O'BRIENEmployer Trustee
Michael SalgoEmployer Trustee
Joseph MitrioneEmployer Trustee - Eff 6/22
Angelo AngeloneUnion Trustee
John PetersUnion Trustee
KIERAN O'SULLIVANUnion Trustee
Anthony AmellaUnion Trustee - Alternate Thru 05/22
Anthony AmellaUnion Trustee - Eff 6/22

Highest Paid Contractors

ContractorServicesLocationCompensation
Empire Healthchoice Assurance INCHealth Claims ProcesONE LIBERTY PLAZA STE 200, New York, NY 10006$593,347
Gorlick Kravitz & Listhaus PCLegal17 STATE STREET 4TH FLR, New York, NY 10004-1501$460,342
Fitzsimmons Abrams LLPPayroll Audit7600 JERICHO TURNPIKE 403, Woodbury, NY 11797$201,582
BasysComputer15300 W 105TH TERRACE, Lenexa, KS 66219$171,421
Horizon Actuarial Services LLCActuarial Consulting8601 GEORGIA AVESTE 700, Silver Springs, MD 20910$105,437
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,013,503
Investment Income
$2,918,554
Other Revenue
$352,210
Change in Net Assets
$-11,269,468

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,147,449
Revenue Not Reported on Financial Statements
$136,818
Revenue Not Reported on Form 990
$-13,456,482
Total Revenue per Audited Statements
$9,690,967
Total Revenue per Form 990
$23,284,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,641,707
Other Expenses$230,638
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$32,681,390
Other Salaries and Wages---$814,598
Fees for Services Legal---$514,606
Current Officers, Directors, Trustees, and Key Employees---$375,514
Pension Plan Contributions---$275,076
Occupancy---$263,533
Information Technology---$256,510
Fees for Services Accounting---$248,552
Office Expenses---$185,508
Fees for Service Investment Mgmnt Fees---$136,818
Fees for Services Other---$105,437
Insurance---$101,030
Other Employee Benefits---$93,925
Payroll Taxes---$82,594
Depreciation Depletion---$41,261
Other Expenses---$-1,622,617
Total Functional Expenses$0$0$0$34,553,735

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$34,956,124
Total Expenses per Audited Statements$34,956,124
Total Expenses per Form 990$34,553,735
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-402,389
Other Expense Adjustments$-539,207
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$154,155
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Plans Current Benefit Obligations$5,771,049
Due to Affiliates$478,634
Net Trades Pending Settlement$105,534
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 A, Line 7A

“The plan is jointly administered by trustees who are appointed by the district council and by employer associations.”

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
214-38 42ND AVENUE 2ND FLOOR, BAYSIDE, NY 11361

Signing Officer

Name
Angelo Angelone
Title
Union Trustee
Phone
7187626133
Signed
2023-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Abby Kaplan
Formed
1949
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
10
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 -539,207.”

Raw XML AppendixShowing 400 of 743 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/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9271004
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10181287
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11104298
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12106342
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13100333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE - EFF 6/22
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE - ALTERNATE THRU 05/22
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYER TRUSTEE - EFF 6/22
IRS990/Form990PartVIISectionAGrp/TitleTxt9FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10INTERIM FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PEN FD MGR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01675846
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt032193704
IRS990/GrossReceiptsAmt053802125
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0256510
IRS990/InsuranceGrp/TotalAmt0101030
IRS990/InvestmentIncomeGrp/ExclusionAmt01242708
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01242708
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt078207349
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt057664785
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026148708
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020946670
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0126284
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0327587
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0343100
IRS990/LandBldgEquipCostOrOtherBssAmt0469384
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt030517858
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/NetAssetsOrFundBalancesBOYAmt0107940130
IRS990/NetAssetsOrFundBalancesEOYAmt083214180
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01675846
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01675846
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-13456482
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0263533
IRS990/OfficeExpensesGrp/TotalAmt0185508
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt093925
IRS990/OtherExpensesGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0-1622617
IRS990/OtherLiabilitiesGrp/BOYAmt07690874
IRS990/OtherLiabilitiesGrp/EOYAmt06355217
IRS990/OtherRevenueMiscGrp/BusinessCd0238900
IRS990/OtherRevenueMiscGrp/BusinessCd1238900
IRS990/OtherRevenueMiscGrp/Desc0MEDICARE PART D
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0195247
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1156963
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0195247
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1156963
IRS990/OtherRevenueTotalAmt0352210
IRS990/OtherSalariesAndWagesGrp/TotalAmt0814598
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt082594
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0275076
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ABBY KAPLAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0238900
IRS990/ProgramServiceRevenueGrp/BusinessCd1238900
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015461738
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14551765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015461738
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14551765
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt035971608
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010139526
IRS990/PYOtherExpensesAmt0185007
IRS990/PYOtherRevenueAmt050605
IRS990/PYProgramServiceRevenueAmt024350375
IRS990/PYRevenuesLessExpensesAmt0-3217625
IRS990/PYSalariesCompEmpBnftPaidAmt01601516
IRS990/PYTotalExpensesAmt037758131
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034540506
IRS990/ReconcilationRevenueExpnssAmt0-11269468
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0107940130
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt083214180
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01293580
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01827301
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-402389
IRS990ScheduleD/ExpensesSubtotalAmt034956124
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0136818
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0136818
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-13456482
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-539207
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0343100
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0126284
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0469384
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0478634
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15771049
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2105534
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PLANS CURRENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2NET TRADES PENDING SETTLEMENT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt018825474
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt118519904
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt29564383
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt310755024
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/RevenueNotReportedAmt0-13456482
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0136818
IRS990ScheduleD/RevenueSubtotalAmt023147449
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN IBNR -539,207.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0343100
IRS990ScheduleD/TotalBookValueSecuritiesAmt057664785
IRS990ScheduleD/TotalExpensesPerForm990Amt034553735
IRS990ScheduleD/TotalLiabilityAmt06355217
IRS990ScheduleD/TotalRevenuePerForm990Amt023284267
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09690967
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt034956124
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0271004
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1181287
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2104298
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3106342
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/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,661,297
Liabilities
$6,447,117
Net assets
$83,214,180
Revenue
$23,284,267
Expenses
$34,553,735
Net income
-$11,269,468
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
2022Detailed filing. Detailed filing data is available for this year.$89.7$6.45$83.2$23.3$34.6$11.3
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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