Civic Intelligence

Local 272 Welfare Fund

990 • Fiscal year 2019 • EIN 13-5555808

Dec 01, 2018 to Nov 30, 2019 • Filed on Oct 15, 2020

Organization ProfileN/A

View Organization Page

220 East 23rd Street No 805New York, NY 10010

(212) 726-9730

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$13,631,610

Up $4,089,412 (+43%) from 2018

Net Assets

Up

$6,863,397

Up $4,101,462 (+148%) from 2018

Liabilities

Down

$6,768,213

Down $12,050 (-0.2%) from 2018

Revenue And Expenses

Revenue

Up

$37,155,759

Up $4,883,866 (+15%) from 2018

Expenses

Down

$33,240,887

Down $427,394 (-1.3%) from 2018

Net Income

Up

$3,914,872

Up $5,311,260 (+380%) from 2018

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0-$20MAssets 2010: $11,313,816Liabilities 2010: $7,423,209Net Assets 2010: $3,890,6072010Assets 2011: $11,276,288Liabilities 2011: $7,808,031Net Assets 2011: $3,468,2572011Assets 2012: $10,888,167Liabilities 2012: $7,555,780Net Assets 2012: $3,332,3872012Assets 2013: $8,926,347Liabilities 2013: $9,119,305Net Assets 2013: -$192,9582013Assets 2015: $8,025,677Liabilities 2015: $10,334,548Net Assets 2015: -$2,308,8712015Assets 2016: $8,623,703Liabilities 2016: $7,486,097Net Assets 2016: $1,137,6062016Assets 2017: $9,204,468Liabilities 2017: $7,020,884Net Assets 2017: $2,183,5842017Assets 2018: $9,542,198Liabilities 2018: $6,780,263Net Assets 2018: $2,761,9352018Assets 2019: $14,680,173Liabilities 2019: $6,106,612Net Assets 2019: $8,573,5612019Assets 2019: $13,631,610Liabilities 2019: $6,768,213Net Assets 2019: $6,863,3972019Assets 2020: $17,500,828Liabilities 2020: $5,210,460Net Assets 2020: $12,290,3682020Assets 2021: $23,483,086Liabilities 2021: $5,103,599Net Assets 2021: $18,379,4872021Assets 2022: $33,709,724Liabilities 2022: $4,628,786Net Assets 2022: $29,080,9382022Assets 2023: $42,476,869Liabilities 2023: $5,570,342Net Assets 2023: $36,906,5272023Assets 2024: $50,261,786Liabilities 2024: $5,779,397Net Assets 2024: $44,482,3892024

Highlighted filing

2019

Assets$13,631,610
Liabilities$6,768,213
Net Assets$6,863,397
Open 2019 Filing

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $20,262,6062010Expenses 2011: $20,112,8552011Expenses 2012: $21,963,8002012Expenses 2013: $24,389,9932013Revenue 2015: $28,348,270Expenses 2015: $27,093,945Net Income 2015: $1,254,3252015Revenue 2016: $27,680,220Expenses 2016: $24,176,083Net Income 2016: $3,504,1372016Revenue 2017: $29,564,425Expenses 2017: $28,749,189Net Income 2017: $815,2362017Revenue 2018: $32,271,893Expenses 2018: $33,668,281Net Income 2018: -$1,396,3882018Revenue 2019: $37,593,159Expenses 2019: $31,968,123Net Income 2019: $5,625,0362019Revenue 2019: $37,155,759Expenses 2019: $33,240,887Net Income 2019: $3,914,8722019Revenue 2020: $31,184,640Expenses 2020: $27,644,079Net Income 2020: $3,540,5612020Revenue 2021: $31,834,962Expenses 2021: $26,010,236Net Income 2021: $5,824,7262021Revenue 2022: $34,791,395Expenses 2022: $21,873,676Net Income 2022: $12,917,7192022Revenue 2023: $35,864,581Expenses 2023: $29,071,451Net Income 2023: $6,793,1302023Revenue 2024: $38,227,973Expenses 2024: $32,634,341Net Income 2024: $5,593,6322024

Highlighted filing

2019

Revenue$37,155,759
Expenses$33,240,887
Net Income$3,914,872
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Oct 15, 2020
Return Version
2018v3.2
Gross Receipts
$40,784,840
Mission and Program Overview

Mission

To provide health and related benefits to eligible union members and their dependents.

To provide health and related benefits to eligible union participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,761,935$6,863,397▲ $4,101,462
Cash and Non-Interest-Bearing Accounts$655,192$4,834,586▲ $4,179,394
Investments in Publicly Traded Securities$4,012,846$4,534,614▲ $521,768
Accounts Receivable$4,658,572$4,130,287▼ $528,285
Savings and Temporary Cash Investments$108,985$23,716▼ $85,269
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,542,198$13,631,610▲ $4,089,412
Other Assets Total$106,603$108,407▲ $1,804
Liabilities
Other Liabilities$6,595,500$6,595,500→ $0
Accounts Payable and Accrued Expenses$184,763$172,713▼ $12,050
Total Liabilities$6,780,263$6,768,213▼ $12,050
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,761,935$6,863,397▲ $4,101,462
Total Liabilities and Net Assets / Fund Balance$9,542,198$13,631,610▲ $4,089,412

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$311,892-
Equipment$0$26,580-
Leasehold Improvements$0$2,086-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marc a GoodmanFund ManagerFT$324,650$6,989$331,639
Maria BanchsAssist. Fund MgrFT$181,038$6,989$188,027
Carolyn EcholsClaim ExaminerFT$111,176$6,989$118,165

Board Members and Trustees

NameTitle
Fred AlstonTrustee
Gordon HammTrustee
Joseph MattesiTrustee
Kenneth RosenblattTrustee
Lance HowardTrustee
Matthew BruccoleriTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Magnacare Administrative ServicesPpo Access & Network Mgmt FeesONE PENN PLAZA, New York, NY 10119$1,285,812
Viveka HealthClaim Processing104 WEST 14TH STREET, New York, NY 10011$302,465
Pitta LLPLegal Counsel120 BROADWAY 28TH FL, New York, NY 10271$276,176
Alicare Medical ManagementClaim Utilization & Review333 WESTCHESTER AVENUE, White Plain, NY 10604$119,411
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$36,874,555
Investment Income
$281,204
Other Revenue
$0
Change in Net Assets
$3,914,872

Audited Revenue Reconciliation

Revenue per Audited Statements
$37,149,571
Revenue Not Reported on Financial Statements
$6,188
Revenue Not Reported on Form 990
$186,590
Total Revenue per Audited Statements
$37,336,161
Total Revenue per Form 990
$37,155,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,297,940
Salaries, Compensation, and Employee Benefits$978,934
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$30,964,013
Current Officers, Directors, Trustees, and Key Employees---$477,648
Other Salaries and Wages---$383,442
Fees for Services Legal---$379,587
Information Technology---$369,721
Occupancy---$219,586
Fees for Services Accounting---$125,851
Fees for Services Other---$97,618
Other Employee Benefits---$62,852
Office Expenses---$58,306
Payroll Taxes---$54,992
Insurance---$37,068
Fees for Service Investment Mgmnt Fees---$6,188
Conferences and Meetings---$4,015
Total Functional Expenses$0$0$0$33,240,887

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$33,240,887
Expenses per Audited Statements$33,234,699
Total Expenses per Audited Statements$33,234,699
Expenses Not Reported on Financial Statements$6,188
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 Obligations$6,595,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 return preparer e-mails a copy of the form 990 to the plan administrator and the board for trustees for their review and approval. Inquiries are made to the preparer as needed.”

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

“The organization monitors and enforces the plan's compliance with its conflict of interest policy with the assistance of the plan's professionals.”

Form 990, Part VI, Section B, Line 15

“Adjustments in compensation are approved by the board of trustees and are compared to industry standards.”

Form 990, Part VI, Section C, Line 19

“The financial statements are made available to the public through the organization's annual form 5500 filing. No other documents are made available to the public.”

Filing and Contact Details

Filer

Filer Name
Local 272 Welfare Fund
EIN
13-5555808
Phone
2127269730
Address
220 EAST 23RD STREET NO 805, NEW YORK, NY 10010

Signing Officer

Name
Matthew Bruccoleri
Title
Trustee
Phone
2127269730
Signed
2020-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Bruccoleri
Formed
1951
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
3
Employees
12
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
462 SEVENTH AVENUE 16TH FLOOR, NEW YORK, NY 10018
Preparer
Joseph Morello
Phone
2126951300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of november 30, 2019 and 2018, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Increase in benefit obligations”

Schedule D, Part XII - Line 4B

“Increase in benefit obligations”

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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/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt062852
IRS990/OtherLiabilitiesGrp/BOYAmt06595500
IRS990/OtherLiabilitiesGrp/EOYAmt06595500
IRS990/OtherSalariesAndWagesGrp/TotalAmt0383442
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt054992
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MATTHEW BRUCCOLERI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036857809
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116746
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036857809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116746
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt031458484
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0218678
IRS990/PYOtherExpensesAmt01262704
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt032053215
IRS990/PYRevenuesLessExpensesAmt0-1396388
IRS990/PYSalariesCompEmpBnftPaidAmt0947093
IRS990/PYTotalExpensesAmt033668281
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032271893
IRS990/ReconcilationRevenueExpnssAmt03914872
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02761935
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06863397
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0108985
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023716
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026580
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt026580
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06188
IRS990ScheduleD/ExpensesSubtotalAmt033234699
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06188
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06188
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02086
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt02086
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0186590
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0311892
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0311892
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06595500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0186590
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06188
IRS990ScheduleD/RevenueSubtotalAmt037149571
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF NOVEMBER 30, 2019 AND 2018, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCREASE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INCREASE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PART XII - LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt033240887
IRS990ScheduleD/TotalLiabilityAmt06595500
IRS990ScheduleD/TotalRevenuePerForm990Amt037155759
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt037336161
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt033234699
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3324650
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4181038
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0194320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1191520
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2197120
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt31955
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt41955
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt08727
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt18727
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt28727
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt35034
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt45034
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt05990
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt15799
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt25990
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt018150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt120100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt218150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FRED ALSTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOSEPH MATTESI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MATTHEW BRUCCOLERI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3MARC A GOODMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4MARIA BANCHS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3FUND MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4ASSIST. FUND MGR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3331639
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt4188027
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0227187
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1226146
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2229987
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt40
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN PREPARER E-MAILS A COPY OF THE FORM 990 TO THE PLAN ADMINISTRATOR AND THE BOARD FOR TRUSTEES FOR THEIR REVIEW AND APPROVAL. INQUIRIES ARE MADE TO THE PREPARER AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS AND ENFORCES THE PLAN'S COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY WITH THE ASSISTANCE OF THE PLAN'S PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENTS IN COMPENSATION ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE COMPARED TO INDUSTRY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S ANNUAL FORM 5500 FILING. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS PROCESS HAS NOT CHANGED.
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$13,631,610
Liabilities
$6,768,213
Net assets
$6,863,397
Revenue
$37,155,759
Expenses
$33,240,887
Net income
$3,914,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.3$5.78$44.5$38.2$32.6$5.59
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.5$5.57$36.9$35.9$29.1$6.79
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.7$4.63$29.1$34.8$21.9$12.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$5.10$18.4$31.8$26.0$5.82
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$5.21$12.3$31.2$27.6$3.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$6.11$8.57$37.6$32.0$5.63
2019Detailed filing. Detailed filing data is available for this year.$13.6$6.77$6.86$37.2$33.2$3.91
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.54$6.78$2.76$32.3$33.7$1.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.20$7.02$2.18$29.6$28.7$0.82
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$7.49$1.14$27.7$24.2$3.50
2015Detailed filing. Detailed filing data is available for this year.$8.03$10.3$2.31$28.3$27.1$1.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.93$9.12$0.19$24.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$7.56$3.33$22.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$7.81$3.47$20.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$7.42$3.89$20.3