Civic Intelligence

Local 272 Welfare Fund

990 • Fiscal year 2020 • EIN 13-5555808

Dec 01, 2019 to Nov 30, 2020 • Filed on Dec 17, 2021

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

Flat

$17,500,828

Flat from 2020

Net Assets

Up

$12,673,753

Up $383,385 (+3.1%) from 2020

Liabilities

Down

$4,827,075

Down $383,385 (-7.4%) from 2020

Revenue And Expenses

Revenue

Flat

$31,184,640

Flat from 2020

Expenses

Down

$27,260,694

Down $383,385 (-1.4%) from 2020

Net Income

Up

$3,923,946

Up $383,385 (+11%) from 2020

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 2020: $17,500,828Liabilities 2020: $4,827,075Net Assets 2020: $12,673,7532020Assets 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

2020

Assets$17,500,828
Liabilities$4,827,075
Net Assets$12,673,753
Open 2020 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 2020: $31,184,640Expenses 2020: $27,260,694Net Income 2020: $3,923,9462020Revenue 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

2020

Revenue$31,184,640
Expenses$27,260,694
Net Income$3,923,946
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Dec 17, 2021
Return Version
2019v5.2
Gross Receipts
$34,711,515
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,573,560$12,673,753▲ $4,100,193
Cash and Non-Interest-Bearing Accounts$5,320,265$7,076,212▲ $1,755,947
Accounts Receivable$4,693,171$5,374,000▲ $680,829
Investments in Publicly Traded Securities$4,534,614$4,893,643▲ $359,029
Savings and Temporary Cash Investments$23,716$150,370▲ $126,654
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$14,680,173$17,500,828▲ $2,820,655
Other Assets Total$108,407$6,603▼ $101,804
Liabilities
Other Liabilities$5,933,900$4,663,900▼ $1,270,000
Accounts Payable and Accrued Expenses$172,713$163,175▼ $9,538
Total Liabilities$6,106,613$4,827,075▼ $1,279,538
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,573,560$12,673,753▲ $4,100,193
Total Liabilities and Net Assets / Fund Balance$14,680,173$17,500,828▲ $2,820,655

Asset Categories

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marc a GoodmanFund ManagerFT$341,450$7,321$348,771
Maria BanchsAssist. Fund ManagerPT$186,246$7,321$193,567
Carolyn EcholsClaim ExaminerFT$114,216$7,321$121,537

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Viveka HealthClaim Processing104 WEST 14TH STREET, New York, NY 10011$294,052
Empirx HealthPrescription Drug Admin Fees.155 CHESTNUT RIDGE RD, Montvale, NJ 07645$120,125
Teamster Center ServicesMental Health Services121 WEST 27TH, New York, NY 10001$106,484
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,857,521
Investment Income
$327,119
Other Revenue
$0
Change in Net Assets
$3,923,946

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,174,104
Revenue Not Reported on Financial Statements
$10,536
Revenue Not Reported on Form 990
$176,247
Total Revenue per Audited Statements
$31,350,351
Total Revenue per Form 990
$31,184,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,011,661
Salaries, Compensation, and Employee Benefits$989,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$25,259,417
Current Officers, Directors, Trustees, and Key Employees---$497,614
Other Salaries and Wages---$369,793
Information Technology---$361,542
Occupancy---$225,129
Fees for Services Accounting---$131,190
Fees for Services Legal---$106,529
Fees for Services Other---$85,752
Other Employee Benefits---$65,426
Payroll Taxes---$56,783
Insurance---$42,632
Office Expenses---$37,684
Conferences and Meetings---$10,667
Fees for Service Investment Mgmnt Fees---$10,536
Total Functional Expenses$0$0$0$27,260,694

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,520,158
Total Expenses per Audited Statements$28,520,158
Total Expenses per Form 990$27,260,694
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-1,259,464
Other Expense Adjustments$-1,270,000
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$4,663,900
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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
2021-12-17
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, 2020 and 2019, 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:

“Decrease in benefit obligations”

Schedule D, Part XII - Line 4B

“Decrease in benefit obligations”

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IRS990/OtherEmployeeBenefitsGrp/TotalAmt065426
IRS990/OtherLiabilitiesGrp/BOYAmt05933900
IRS990/OtherLiabilitiesGrp/EOYAmt04663900
IRS990/OtherSalariesAndWagesGrp/TotalAmt0369793
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt056783
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/RelatedOrExemptFuncIncomeAmt030844690
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112831
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030844690
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112831
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt029691249
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0281204
IRS990/PYOtherExpensesAmt01297940
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt037311955
IRS990/PYRevenuesLessExpensesAmt05625036
IRS990/PYSalariesCompEmpBnftPaidAmt0978934
IRS990/PYTotalExpensesAmt031968123
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt037593159
IRS990/ReconcilationRevenueExpnssAmt03923946
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08573560
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012673753
IRS990/SavingsAndTempCashInvstGrp/BOYAmt023716
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0150370
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026580
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt026580
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-1259464
IRS990ScheduleD/ExpensesSubtotalAmt028520158
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt010536
IRS990ScheduleD/InvestmentExpensesNotIncldAmt010536
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02086
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02086
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0176247
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-1270000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0311892
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0311892
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04663900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0176247
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010536
IRS990ScheduleD/RevenueSubtotalAmt031174104
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, 2020 AND 2019, 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/ExplanationTxt1DECREASE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DECREASE 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/TotalExpensesPerForm990Amt027260694
IRS990ScheduleD/TotalLiabilityAmt04663900
IRS990ScheduleD/TotalRevenuePerForm990Amt031184640
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt031350351
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028520158
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3341450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4186246
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/CompensationBasedOnRltdOrgsAmt0202720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1199920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2205520
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/DeferredCompRltdOrgsAmt08901
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt18901
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt28901
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt35366
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt45366
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt06041
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt15862
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt26097
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt020880
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt116200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt219450
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 MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3348771
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt4193567
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0238542
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1230883
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2239968
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$17,500,828
Liabilities
$4,827,075
Net assets
$12,673,753
Revenue
$31,184,640
Expenses
$27,260,694
Net income
$3,923,946
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
2020Detailed filing. Detailed filing data is available for this year.$17.5$4.83$12.7$31.2$27.3$3.92
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
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