Civic Intelligence

Insurance Trust Fund Private Sanitation Union Local 813 Ibt

990 • Fiscal year 2023 • EIN 13-5603868

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 14, 2024

Organization ProfileN/A

View Organization Page

48-18 Van Dam StreetLong Island City, NY 11101

(718) 937-7150

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.16x

Higher debt load relative to assets than 73% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.32x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

44th percentile

2.8%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$279,665

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

44th percentile

5.6%

Faster asset growth than 44% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

8.7%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$59,657,048

Up $3,164,503 (+5.6%) from 2022

Net Assets

Up

$50,367,395

Up $3,722,024 (+8.0%) from 2022

Liabilities

Down

$9,289,653

Down $557,521 (-5.7%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin44th percentile

Revenue

Up

$28,621,932

Up $2,299,049 (+8.7%) from 2022

Expenses

Down

$27,827,732

Down $7,124,414 (-20%) from 2022

Net Income

Up

$794,200

Up $9,423,463 (+109%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$80M$60M$40M$20M$0Assets 2010: $26,406,744Liabilities 2010: $7,033,869Net Assets 2010: $19,372,8752010Assets 2011: $30,129,263Liabilities 2011: $9,764,254Net Assets 2011: $20,365,0092011Assets 2012: $30,020,920Liabilities 2012: $9,160,231Net Assets 2012: $20,860,6892012Assets 2013: $23,660,850Liabilities 2013: $6,041,444Net Assets 2013: $17,619,4062013Assets 2014: $36,649,000Liabilities 2014: $7,889,336Net Assets 2014: $28,759,6642014Assets 2015: $37,648,743Liabilities 2015: $8,403,944Net Assets 2015: $29,244,7992015Assets 2016: $39,375,789Liabilities 2016: $7,979,186Net Assets 2016: $31,396,6032016Assets 2017: $46,040,454Liabilities 2017: $7,989,579Net Assets 2017: $38,050,8752017Assets 2018: $47,479,785Liabilities 2018: $7,158,014Net Assets 2018: $40,321,7712018Assets 2019: $57,885,632Liabilities 2019: $6,841,081Net Assets 2019: $51,044,5512019Assets 2020: $67,215,599Liabilities 2020: $8,696,356Net Assets 2020: $58,519,2432020Assets 2021: $74,683,469Liabilities 2021: $9,418,030Net Assets 2021: $65,265,4392021Assets 2022: $56,492,545Liabilities 2022: $9,847,174Net Assets 2022: $46,645,3712022Assets 2023: $59,657,048Liabilities 2023: $9,289,653Net Assets 2023: $50,367,3952023Assets 2024: $60,167,844Liabilities 2024: $8,807,896Net Assets 2024: $51,359,9482024

Highlighted filing

2023

Assets$59,657,048
Liabilities$9,289,653
Net Assets$50,367,395
Open 2023 Filing

Operations Trend

Revenue Growth65th percentile

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

$40M$20M$0-$20MRevenue 2010: $23,043,129Expenses 2010: $22,355,982Net Income 2010: $687,1472010Revenue 2011: $22,677,621Expenses 2011: $22,141,990Net Income 2011: $535,6312011Revenue 2012: $21,904,981Expenses 2012: $22,553,084Net Income 2012: -$648,1032012Revenue 2013: $22,704,216Expenses 2013: $26,654,384Net Income 2013: -$3,950,1682013Revenue 2014: $25,532,973Expenses 2014: $24,258,547Net Income 2014: $1,274,4262014Revenue 2015: $26,122,769Expenses 2015: $24,366,160Net Income 2015: $1,756,6092015Revenue 2016: $26,209,283Expenses 2016: $25,927,335Net Income 2016: $281,9482016Revenue 2017: $26,144,244Expenses 2017: $21,097,058Net Income 2017: $5,047,1862017Revenue 2018: $28,435,677Expenses 2018: $23,273,705Net Income 2018: $5,161,9722018Revenue 2019: $28,920,571Expenses 2019: $23,209,818Net Income 2019: $5,710,7532019Revenue 2020: $26,263,352Expenses 2020: $23,801,610Net Income 2020: $2,461,7422020Revenue 2021: $29,300,659Expenses 2021: $25,592,209Net Income 2021: $3,708,4502021Revenue 2022: $26,322,883Expenses 2022: $34,952,146Net Income 2022: -$8,629,2632022Revenue 2023: $28,621,932Expenses 2023: $27,827,732Net Income 2023: $794,2002023Revenue 2024: $30,193,916Expenses 2024: $31,431,408Net Income 2024: -$1,237,4922024

Highlighted filing

2023

Revenue$28,621,932
Expenses$27,827,732
Net Income$794,200
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 14, 2024
Return Version
2023v5.1
Gross Receipts
$29,806,782
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$46,645,371$50,367,395▲ $3,722,024
Investments in Publicly Traded Securities$33,217,967$35,275,649▲ $2,057,682
Investments Other Securities$16,118,937$13,564,140▼ $2,554,797
Cash and Non-Interest-Bearing Accounts$3,735,238$4,210,228▲ $474,990
Savings and Temporary Cash Investments$484,542$4,064,037▲ $3,579,495
Accounts Receivable$2,884,250$2,492,970▼ $391,280
Prepaid Expenses and Deferred Charges$51,611$50,024▼ $1,587
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$56,492,545$59,657,048▲ $3,164,503
Liabilities
Other Liabilities$9,683,000$9,148,688▼ $534,312
Accounts Payable and Accrued Expenses$164,174$140,965▼ $23,209
Total Liabilities$9,847,174$9,289,653▼ $557,521
Net Assets / Fund Balance
Total Net Assets Fund Balance$46,645,371$50,367,395▲ $3,722,024
Total Liabilities and Net Assets / Fund Balance$56,492,545$59,657,048▲ $3,164,503

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$13,564,140--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseOtherTotal
Sean T CampbellTrustee$38,400$88,800$127,200
Richard LaeccaTrustee-$4,500$4,500

Board Members and Trustees

NameTitle
Bonacio CrespiTrustee
Daniel WrightTrustee
Jeffrey GuttermanTrustee
Nicholas OrlandoTrustee
Robert TillisTrustee
Sharon HuangFund Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Aetna Life Insurance CompanyClaims Processor And Ppo Access151 FARMINGTON AVENUE, Hartford, CT 06156$808,545
Proskauer RoseLegal ServicesELEVEN TIMES SQUARE, New York, NY 10036$172,038
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,350,116
Investment Income
$2,271,816
Other Revenue
$0
Change in Net Assets
$794,200

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,416,135
Revenue Not Reported on Financial Statements
$205,797
Revenue Not Reported on Form 990
$2,927,824
Total Revenue per Audited Statements
$31,343,959
Total Revenue per Form 990
$28,621,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$707,560
Salaries, Compensation, and Employee Benefits$420,642
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$26,699,530
Other Salaries and Wages---$240,051
Fees for Service Investment Mgmnt Fees---$205,797
Fees for Services Legal---$172,038
Other Employee Benefits---$123,961
Information Technology---$81,903
Occupancy---$58,541
Fees for Services Accounting---$56,410
Fees for Services Other---$52,651
Office Expenses---$44,846
Current Officers, Directors, Trustees, and Key Employees---$38,400
Insurance---$28,055
Payroll Taxes---$18,230
Conferences and Meetings---$7,319
Total Functional Expenses$0$0$0$27,827,732

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,156,247
Total Expenses per Audited Statements$28,156,247
Total Expenses per Form 990$27,827,732
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-328,515
Other Expense Adjustments$-534,312
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$9,148,688
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Line 7a explanation - fund is a taft-hartley plan governed by a joint board of trustees. Half are appointed by union and half by the employers.”

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 trustees for their review and approval. Inquiries are made to the preparer as needed.”

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
Insurance Trust Fund
EIN
13-5603868
Phone
7189377150
Address
48-18 VAN DAM STREET, LONG ISLAND CITY, NY 11101

Signing Officer

Name
Daniel Wright
Title
Trustee
Phone
7189377150
Signed
2024-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Wright
Formed
1951
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
3
Employees
0
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

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 december 31, 2023 and 2022, 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”

Raw XML AppendixShowing 400 of 814 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/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051611
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050024
IRS990/PrincipalOfficerNm0DANIEL WRIGHT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1CONTRIBUTIONS (COBRA)
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026254600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt195516
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026254600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt195516
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt033871715
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01040342
IRS990/PYOtherExpensesAmt0754757
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt025282541
IRS990/PYRevenuesLessExpensesAmt0-8629263
IRS990/PYSalariesCompEmpBnftPaidAmt0325674
IRS990/PYTotalExpensesAmt034952146
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026322883
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0794200
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt046645371
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt050367395
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0484542
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04064037
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-328515
IRS990ScheduleD/ExpensesSubtotalAmt028156247
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0205797
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0205797
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02927824
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-534312
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09148688
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt013564140
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt02927824
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0205797
IRS990ScheduleD/RevenueSubtotalAmt028416135
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 DECEMBER 31, 2023 AND 2022, 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt013564140
IRS990ScheduleD/TotalExpensesPerForm990Amt027827732
IRS990ScheduleD/TotalLiabilityAmt09148688
IRS990ScheduleD/TotalRevenuePerForm990Amt028621932
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt031343959
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028156247
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0236400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1183100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2109210
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt022725
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt117016
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt222967
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020540
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121580
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt221580
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt117660
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt214870
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SHARON HUANG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DANIEL WRIGHT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2BONACIO CRESPI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0279665
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1239356
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2168627
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 7A EXPLANATION - FUND IS A TAFT-HARTLEY PLAN GOVERNED BY A JOINT BOARD OF TRUSTEES. HALF ARE APPOINTED BY UNION AND HALF BY THE EMPLOYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN PREPARER E-MAILS A COPY OF THE FORM 990 TO THE PLAN ADMINISTRATOR AND THE TRUSTEES FOR THEIR REVIEW AND APPROVAL. INQUIRIES ARE MADE TO THE PREPARER AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd320
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd330
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd340
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd350
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd370
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd380
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd390
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd410
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd420
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd430
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd440
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd460
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd470
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd480
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd490
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd500
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd510
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd520
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd530

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,657,048
Liabilities
$9,289,653
Net assets
$50,367,395
Revenue
$28,621,932
Expenses
$27,827,732
Net income
$794,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.2$8.81$51.4$30.2$31.4$1.24
2023Detailed filing. Detailed filing data is available for this year.$59.7$9.29$50.4$28.6$27.8$0.79
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.5$9.85$46.6$26.3$35.0$8.63
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.7$9.42$65.3$29.3$25.6$3.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.2$8.70$58.5$26.3$23.8$2.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.9$6.84$51.0$28.9$23.2$5.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.5$7.16$40.3$28.4$23.3$5.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.0$7.99$38.1$26.1$21.1$5.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.4$7.98$31.4$26.2$25.9$0.28
2015Detailed filing. Detailed filing data is available for this year.$37.6$8.40$29.2$26.1$24.4$1.76
2014Summary only. Only limited summary data is available for this year.$36.6$7.89$28.8$25.5$24.3$1.27
2013Summary only. Only limited summary data is available for this year.$23.7$6.04$17.6$22.7$26.7$3.95
2012Summary only. Only limited summary data is available for this year.$30.0$9.16$20.9$21.9$22.6$0.65
2011Summary only. Only limited summary data is available for this year.$30.1$9.76$20.4$22.7$22.1$0.54
2010Summary only. Only limited summary data is available for this year.$26.4$7.03$19.4$23.0$22.4$0.69
Peer Organizations

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