Civic Intelligence

Insurance Trust Fund Private Sanitation Union Local 813 Ibt

990 • Fiscal year 2024 • EIN 13-5603868

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 10, 2025

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

70th percentile

0.15x

Higher debt load relative to assets than 70% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.29x

Higher debt load relative to revenue than 80% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

20th percentile

-4.1%

Higher net margin than 20% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$257,478

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

26th percentile

0.9%

Faster asset growth than 26% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

5.5%

Faster revenue growth than 42% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$60,167,844

Up $510,796 (+0.9%) from 2023

Net Assets

Up

$51,359,948

Up $992,553 (+2.0%) from 2023

Liabilities

Down

$8,807,896

Down $481,757 (-5.2%) from 2023

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin20th percentile

Revenue

Up

$30,193,916

Up $1,571,984 (+5.5%) from 2023

Expenses

Up

$31,431,408

Up $3,603,676 (+13%) from 2023

Net Income

Down

-$1,237,492

Down $2,031,692 (-256%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2024

Assets$60,167,844
Liabilities$8,807,896
Net Assets$51,359,948
Open 2024 Filing

Operations Trend

Revenue Growth42nd 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

2024

Revenue$30,193,916
Expenses$31,431,408
Net Income-$1,237,492
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 10, 2025
Return Version
2024v5.2
Gross Receipts
$33,110,456
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$50,367,395$51,359,948▲ $992,553
Investments in Publicly Traded Securities$35,275,649$39,369,915▲ $4,094,266
Investments Other Securities$13,564,140$13,397,449▼ $166,691
Cash and Non-Interest-Bearing Accounts$4,210,228$3,706,605▼ $503,623
Accounts Receivable$2,492,970$2,698,414▲ $205,444
Savings and Temporary Cash Investments$4,064,037$754,042▼ $3,309,995
Prepaid Expenses and Deferred Charges$50,024$241,419▲ $191,395
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$59,657,048$60,167,844▲ $510,796
Liabilities
Other Liabilities$9,148,688$8,735,000▼ $413,688
Accounts Payable and Accrued Expenses$140,965$72,896▼ $68,069
Total Liabilities$9,289,653$8,807,896▼ $481,757
Net Assets / Fund Balance
Total Net Assets Fund Balance$50,367,395$51,359,948▲ $992,553
Total Liabilities and Net Assets / Fund Balance$59,657,048$60,167,844▲ $510,796

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$13,397,449--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseOtherTotal
Neal SchelbergTrustee$38,400-$38,400
Sean T CampbellTrustee$38,400-$38,400
Kimberly ZambitoTrustee-$5,100$5,100

Board Members and Trustees

NameTitle
Bonacio CrespiTrustee
Daniel WrightTrustee
Jeffrey GuttermanTrustee
Nicholas OrlandoTrustee
Robert TillisTrustee
Shanae JohnsonFund Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Aetna Life Insurance CompanyClaims Processor And Ppo Access151 FARMINGTON AVENUE, Hartford, CT 06156$805,423
Proskauer RoseLegal ServicesELEVEN TIMES SQUARE, New York, NY 10036$211,966
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,727,297
Investment Income
$3,466,619
Other Revenue
$0
Change in Net Assets
$-1,237,492

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,006,795
Revenue Not Reported on Financial Statements
$187,121
Revenue Not Reported on Form 990
$2,230,045
Total Revenue per Audited Statements
$32,236,840
Total Revenue per Form 990
$30,193,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$778,645
Salaries, Compensation, and Employee Benefits$480,661
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$30,172,102
Other Salaries and Wages---$251,425
Fees for Services Legal---$211,966
Fees for Service Investment Mgmnt Fees---$187,121
Other Employee Benefits---$135,554
Information Technology---$101,504
Current Officers, Directors, Trustees, and Key Employees---$76,800
Occupancy---$68,596
Fees for Services Other---$60,456
Fees for Services Accounting---$58,963
Office Expenses---$53,212
Insurance---$31,344
Payroll Taxes---$16,882
Conferences and Meetings---$5,483
Total Functional Expenses$0$0$0$31,431,408

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$31,635,287
Total Expenses per Audited Statements$31,635,287
Total Expenses per Form 990$31,431,408
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-203,879
Other Expense Adjustments$-391,000
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$8,735,000
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
2025-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Wright
Formed
1951
Legal Domicile
Ny
Voting Board Members
8
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, 2024 and 2023, 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 822 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/OfficeExpensesGrp/TotalAmt053212
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0135554
IRS990/OtherLiabilitiesGrp/BOYAmt09148688
IRS990/OtherLiabilitiesGrp/EOYAmt08735000
IRS990/OtherSalariesAndWagesGrp/TotalAmt0251425
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt016882
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt050024
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0241419
IRS990/PrincipalOfficerNm0DANIEL WRIGHT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1CONTRIBUTIONS (COBRA)
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026672275
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt155022
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026672275
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt155022
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt026699530
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02271816
IRS990/PYOtherExpensesAmt0707560
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt026350116
IRS990/PYRevenuesLessExpensesAmt0794200
IRS990/PYSalariesCompEmpBnftPaidAmt0420642
IRS990/PYTotalExpensesAmt027827732
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028621932
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1237492
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt050367395
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt051359948
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04064037
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0754042
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-203879
IRS990ScheduleD/ExpensesSubtotalAmt031635287
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0187121
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0187121
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02230045
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-391000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08735000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt013397449
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt02230045
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0187121
IRS990ScheduleD/RevenueSubtotalAmt030006795
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, 2024 AND 2023, 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/TotalBookValueSecuritiesAmt013397449
IRS990ScheduleD/TotalExpensesPerForm990Amt031431408
IRS990ScheduleD/TotalLiabilityAmt08735000
IRS990ScheduleD/TotalRevenuePerForm990Amt030193916
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt032236840
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt031635287
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/CompensationBasedOnRltdOrgsAmt0193297
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1120150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2130275
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/DeferredCompRltdOrgsAmt018663
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt124043
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt222725
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt027768
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt127768
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt220540
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt017750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt115350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANIEL WRIGHT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BONACIO CRESPI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SHANAE JOHNSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0257478
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1187311
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2173540
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

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,167,844
Liabilities
$8,807,896
Net assets
$51,359,948
Revenue
$30,193,916
Expenses
$31,431,408
Net income
-$1,237,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.2$8.81$51.4$30.2$31.4$1.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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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