Civic Intelligence

Iron Workers Locals 40 361 & 417 Welfare Fund

990 • Fiscal year 2015 • EIN 13-5622663

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

Organization ProfileWWW.IRONWORKERS.NET

View Organization Page

451 Park Ave SouthNew York, NY 10016

(212) 684-1586

Siviq Scores

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

Liabilities / Assets

70th percentile

0.19x

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

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

0.24x

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

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Net Margin

79th percentile

15%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

79th percentile

$253,994

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Asset Growth

87th percentile

19%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

46%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$148,954,810

Up $23,517,971 (+19%) from 2014

Net Assets

Up

$120,692,434

Up $14,264,618 (+13%) from 2014

Liabilities

Up

$28,262,376

Up $9,253,353 (+49%) from 2014

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin79th percentile

Revenue

Up

$115,558,649

Up $36,490,555 (+46%) from 2014

Expenses

Up

$98,394,098

Up $24,217,578 (+33%) from 2014

Net Income

Up

$17,164,551

Up $12,272,977 (+251%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$300M$200M$100M$0Assets 2010: $77,469,742Liabilities 2010: $16,393,388Net Assets 2010: $61,076,3542010Assets 2011: $102,041,617Liabilities 2011: $21,721,581Net Assets 2011: $80,320,0362011Assets 2012: $114,790,471Liabilities 2012: $17,528,924Net Assets 2012: $97,261,5472012Assets 2013: $120,819,540Liabilities 2013: $17,822,220Net Assets 2013: $102,997,3202013Assets 2014: $125,436,839Liabilities 2014: $19,009,023Net Assets 2014: $106,427,8162014Assets 2015: $148,954,810Liabilities 2015: $28,262,376Net Assets 2015: $120,692,4342015Assets 2016: $180,374,405Liabilities 2016: $33,142,540Net Assets 2016: $147,231,8652016Assets 2017: $191,610,181Liabilities 2017: $29,661,947Net Assets 2017: $161,948,2342017Assets 2018: $194,156,991Liabilities 2018: $29,585,681Net Assets 2018: $164,571,3102018Assets 2019: $215,775,171Liabilities 2019: $30,835,380Net Assets 2019: $184,939,7912019Assets 2020: $224,931,312Liabilities 2020: $30,594,367Net Assets 2020: $194,336,9452020Assets 2021: $228,259,017Liabilities 2021: $34,627,478Net Assets 2021: $193,631,5392021Assets 2022: $207,404,664Liabilities 2022: $34,516,577Net Assets 2022: $172,888,0872022Assets 2023: $215,251,956Liabilities 2023: $31,673,254Net Assets 2023: $183,578,7022023Assets 2024: $208,178,970Liabilities 2024: $24,186,273Net Assets 2024: $183,992,6972024

Highlighted filing

2015

Assets$148,954,810
Liabilities$28,262,376
Net Assets$120,692,434
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $68,718,3302010Expenses 2011: $85,538,7212011Expenses 2012: $85,088,0892012Revenue 2013: $80,404,442Expenses 2013: $77,449,665Net Income 2013: $2,954,7772013Revenue 2014: $79,068,094Expenses 2014: $74,176,520Net Income 2014: $4,891,5742014Revenue 2015: $115,558,649Expenses 2015: $98,394,098Net Income 2015: $17,164,5512015Revenue 2016: $146,627,965Expenses 2016: $121,943,077Net Income 2016: $24,684,8882016Revenue 2017: $134,144,109Expenses 2017: $121,114,117Net Income 2017: $13,029,9922017Revenue 2018: $131,487,214Expenses 2018: $123,235,278Net Income 2018: $8,251,9362018Revenue 2019: $132,681,523Expenses 2019: $123,999,497Net Income 2019: $8,682,0262019Revenue 2020: $124,828,004Expenses 2020: $117,511,740Net Income 2020: $7,316,2642020Revenue 2021: $125,919,205Expenses 2021: $128,427,139Net Income 2021: -$2,507,9342021Revenue 2022: $119,986,476Expenses 2022: $119,286,258Net Income 2022: $700,2182022Revenue 2023: $112,084,782Expenses 2023: $110,845,905Net Income 2023: $1,238,8772023Revenue 2024: $112,371,776Expenses 2024: $113,208,307Net Income 2024: -$836,5312024

Highlighted filing

2015

Revenue$115,558,649
Expenses$98,394,098
Net Income$17,164,551
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$226,229,757
Mission and Program Overview

Mission

Hospitalization, comprehensive, medical, prescription, dental, optical, supplementary medicare, and vacation benefit

To provide health, vacation and other benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$106,427,816$120,692,434▲ $14,264,618
Investments Other Securities$98,596,351$106,334,101▲ $7,737,750
Cash and Non-Interest-Bearing Accounts$10,128,988$16,708,104▲ $6,579,116
Savings and Temporary Cash Investments$9,693,815$15,995,173▲ $6,301,358
Accounts Receivable$5,100,181$8,266,794▲ $3,166,613
Prepaid Expenses and Deferred Charges$115,558$99,182▼ $16,376
Land, Buildings, and Equipment, Net$74,240$64,075▼ $10,165
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$125,436,839$148,954,810▲ $23,517,971
Other Assets Total$1,727,706$1,487,381▼ $240,325
Liabilities
Accounts Payable and Accrued Expenses$14,239,742$23,153,625▲ $8,913,883
Other Liabilities$4,769,281$5,108,751▲ $339,470
Total Liabilities$19,009,023$28,262,376▲ $9,253,353
Net Assets / Fund Balance
Total Net Assets Fund Balance$106,427,816$120,692,434▲ $14,264,618
Total Liabilities and Net Assets / Fund Balance$125,436,839$148,954,810▲ $23,517,971

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$64,075$2,101,679$2,165,754
Other Securities$13,755,959--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian SabbaghFund ManagerFT$152,334$65,957$218,291
J DelaneyEmployeeFT$118,452$65,957$184,409
ELSIE O'NEILEmployeeFT$114,420$65,957$180,377
Jim DufficyEmployeeFT$107,198$65,957$173,155
Helene SchwartzEmployeeFT$101,556$65,957$167,513
Lucia BauknightEmployeeFT$101,556$65,957$167,513

Board Members and Trustees

NameTitle
A Allen SeidmanEmployers Trustee
Daniel TeutulEmployers Trustee
Jake BidoskyEmployers Trustee
John FlanneryEmployers Trustee
Lawrence WeissEmployers Trustee
Richard LucasEmployers Trustee
Robert KochEmployers Trustee
Robert SamelaEmployers Trustee
Steve IsaacsonEmployers Trustee
Anthony DeblasieUnion Trustee
Daniel DoyleUnion Trustee
John CushUnion Trustee
KEVIN O'ROURKEUnion Trustee
Keith EisgruberUnion Trustee
Matthew ChartrandUnion Trustee
Michael GaydosUnion Trustee
Robert WalshUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Joseph SternAccounting89 JOSEPH AVE, Staten Island, NY 10304$264,000
Colleran O'hara & Mills LLPLegal1225 FRANKLIN AVE SUITE 450, Garden City, NY 11530$220,326
Martin E Segal CoActuary333 WEST 34TH ST, New York, NY 10001$142,094
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$112,638,211
Investment Income
$2,888,501
Other Revenue
$31,937
Change in Net Assets
$17,164,551

Audited Revenue Reconciliation

Revenue per Audited Statements
$115,357,413
Revenue Not Reported on Financial Statements
$201,236
Revenue Not Reported on Form 990
$-2,899,933
Total Revenue per Audited Statements
$112,457,480
Total Revenue per Form 990
$115,558,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,507,667
Other Expenses$1,871,238
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$94,015,193
Other Salaries and Wages---$1,619,993
Other Employee Benefits---$770,048
Occupancy---$277,792
Fees for Services Other---$251,092
Fees for Services Legal---$236,387
Fees for Services Accounting---$224,629
Insurance---$198,857
Information Technology---$161,391
Payroll Taxes---$117,626
Office Expenses---$74,800
Conferences and Meetings---$47,873
All Other Expenses---$32,926
Depreciation Depletion---$20,097
Other Expenses---$19,233
Travel---$14,446
Total Functional Expenses$0$0$0$98,394,098

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$98,394,098
Expenses per Audited Statements$89,375,192
Total Expenses per Audited Statements$89,375,192
Expenses Not Reported on Financial Statements$9,018,906
Other Expense Adjustments$8,817,670
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
Due to Affiliated Funds$2,664,317
Due to Broker$1,543,869
Exchange$870,565
Escrow Payable$30,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
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 11

“A copy of the form 990 is provided to members of organization's governing body before it is filed.”

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

“The organization regularly monitors the compliance with the conflict of interest policy. Enforcement of policy and compliance with the policy is addressed at quarterly board meetings.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request”

Filing and Contact Details

Filer

Filer Name
Iron Workers Local 40 361 & 417
EIN
13-5622663
Phone
2126841586
Address
451 PARK AVE SOUTH, NEW YORK, NY 10016

Signing Officer

Name
Brian Sabbagh
Title
Fund Manager
Phone
2126610945
Signed
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Sabbagh
Formed
1948
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
22
Volunteers
0

Preparer

Firm
GRASSI & CO CPA'S PC
Address
488 MADISON AVE, NEW YORK, NY 10022
Preparer
Alan Silverstein
Phone
2126610945
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan adopted the provisions pertaining to uncertain tax provisions of financial accounting standards board ("fasb") accounting standards codification ("asc") topic 740, income taxes, and has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. The foundation is subject to routine auditsby taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The foundation believes it is no longer subject to income tax examinations prior to 2012.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Increase in benefits payable 8,817,670.”

Raw XML AppendixShowing 400 of 678 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17152334
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18101556
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19114420
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20118452
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21107198
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22101556
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
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IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EMPLOYERS TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17FUND MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt18EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01948
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-206956
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0110464152
IRS990/GrossReceiptsAmt0226229757
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0161391
IRS990/InsuranceGrp/TotalAmt0198857
IRS990/InvestmentIncomeGrp/ExclusionAmt03095457
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03095457
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt098596351
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0106334101
IRS990/IRPDocumentCnt02566
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02101679
IRS990/LandBldgEquipBasisNetGrp/BOYAmt074240
IRS990/LandBldgEquipBasisNetGrp/EOYAmt064075
IRS990/LandBldgEquipCostOrOtherBssAmt02165754
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0110671108
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HOSPITALIZATION, COMPREHENSIVE, MEDICAL, PRESCRIPTION, DENTAL, OPTICAL, SUPPLEMENTARY MEDICARE, AND VACATION BENEFIT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0106427816
IRS990/NetAssetsOrFundBalancesEOYAmt0120692434
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-206956
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-206956
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2899933
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0277792
IRS990/OfficeExpensesGrp/TotalAmt074800
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01727706
IRS990/OtherAssetsTotalGrp/EOYAmt01487381
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0770048
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSE
IRS990/OtherExpensesGrp/Desc1POSTAGE
IRS990/OtherExpensesGrp/Desc2PREFERED PROVIDER ADMIN
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0201236
IRS990/OtherExpensesGrp/TotalAmt159004
IRS990/OtherExpensesGrp/TotalAmt251475
IRS990/OtherExpensesGrp/TotalAmt319233
IRS990/OtherLiabilitiesGrp/BOYAmt04769281
IRS990/OtherLiabilitiesGrp/EOYAmt05108751
IRS990/OtherRevenueMiscGrp/BusinessCd0230000
IRS990/OtherRevenueMiscGrp/BusinessCd1230000
IRS990/OtherRevenueMiscGrp/Desc0SERVICE FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISC INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt031213
IRS990/OtherRevenueMiscGrp/ExclusionAmt1724
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031213
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1724
IRS990/OtherRevenueTotalAmt031937
IRS990/OtherSalariesAndWagesGrp/TotalAmt01619993
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt0117626
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0115558
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt099182
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IRS990/ProfessionalFundraisingInd00
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IRS990/PYOtherExpensesAmt02001825
IRS990/PYOtherRevenueAmt038269
IRS990/PYProgramServiceRevenueAmt072747509
IRS990/PYRevenuesLessExpensesAmt04891574
IRS990/PYSalariesCompEmpBnftPaidAmt02278738
IRS990/PYTotalExpensesAmt074176520
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt079068094
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt017164551
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0106427816
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0120692434
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09693815
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015995173
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt064075
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02101679
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02165754
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt09018906
IRS990ScheduleD/ExpensesSubtotalAmt089375192
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0201236
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0201236
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2899933
IRS990ScheduleD/OtherExpensesNotIncludedAmt08817670
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12664317
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2870565
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31543869
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESCROW PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATED FUNDS

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,954,810
Liabilities
$28,262,376
Net assets
$120,692,434
Revenue
$115,558,649
Expenses
$98,394,098
Net income
$17,164,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$208$24.2$184$112$113$0.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$215$31.7$184$112$111$1.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$207$34.5$173$120$119$0.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$228$34.6$194$126$128$2.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$225$30.6$194$125$118$7.32
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$216$30.8$185$133$124$8.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$194$29.6$165$131$123$8.25
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$192$29.7$162$134$121$13.0
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$180$33.1$147$147$122$24.7
2015Detailed filing. Detailed filing data is available for this year.$149$28.3$121$116$98.4$17.2
2014Detailed filing. Detailed filing data is available for this year.$125$19.0$106$79.1$74.2$4.89
2013Detailed filing. Detailed filing data is available for this year.$121$17.8$103$80.4$77.4$2.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$17.5$97.3$85.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$102$21.7$80.3$85.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.5$16.4$61.1$68.7