Civic Intelligence

Ibew-363 Labor Welfare Fund

990 • Fiscal year 2020 • EIN 13-6132502

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization ProfileWWW.IBEWLU363.ORG

View Organization Page

67 Commerce Drive SouthHarriman, NY 10926

(845) 783-3500

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.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.29x

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

52nd percentile

8.0%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

88th percentile

$283,965

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

40th percentile

5.7%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-9.1%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$47,751,842

Up $2,559,880 (+5.7%) from 2019

Net Assets

Up

$40,657,008

Up $4,675,154 (+13%) from 2019

Liabilities

Down

$7,094,834

Down $2,115,274 (-23%) from 2019

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin52nd percentile

Revenue

Down

$24,403,893

Down $2,447,792 (-9.1%) from 2019

Expenses

Up

$22,452,250

Up $2,524,615 (+13%) from 2019

Net Income

Down

$1,951,643

Down $4,972,407 (-72%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$80M$60M$40M$20M$0Assets 2010: $18,002,244Liabilities 2010: $3,641,726Net Assets 2010: $14,360,5182010Assets 2011: $14,417,505Liabilities 2011: $3,428,743Net Assets 2011: $10,988,7622011Assets 2012: $9,041,743Liabilities 2012: $3,023,314Net Assets 2012: $6,018,4292012Assets 2013: $7,149,478Liabilities 2013: $3,662,817Net Assets 2013: $3,486,6612013Assets 2014: $11,653,871Liabilities 2014: $3,416,205Net Assets 2014: $8,237,6662014Assets 2015: $14,729,485Liabilities 2015: $3,905,478Net Assets 2015: $10,824,0072015Assets 2016: $20,101,583Liabilities 2016: $4,372,472Net Assets 2016: $15,729,1112016Assets 2017: $30,566,750Liabilities 2017: $6,162,808Net Assets 2017: $24,403,9422017Assets 2018: $32,796,111Liabilities 2018: $6,212,966Net Assets 2018: $26,583,1452018Assets 2019: $45,191,962Liabilities 2019: $9,210,108Net Assets 2019: $35,981,8542019Assets 2020: $47,751,842Liabilities 2020: $7,094,834Net Assets 2020: $40,657,0082020Assets 2021: $52,283,639Liabilities 2021: $9,313,275Net Assets 2021: $42,970,3642021Assets 2022: $49,611,534Liabilities 2022: $10,091,682Net Assets 2022: $39,519,8522022Assets 2023: $55,678,439Liabilities 2023: $10,239,843Net Assets 2023: $45,438,5962023Assets 2024: $61,524,722Liabilities 2024: $13,333,505Net Assets 2024: $48,191,2172024

Highlighted filing

2020

Assets$47,751,842
Liabilities$7,094,834
Net Assets$40,657,008
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $15,172,0822010Expenses 2011: $15,511,3702011Revenue 2012: $11,033,826Expenses 2012: $15,955,391Net Income 2012: -$4,921,5652012Revenue 2013: $13,934,850Expenses 2013: $16,317,426Net Income 2013: -$2,382,5762013Revenue 2014: $15,218,173Expenses 2014: $10,512,107Net Income 2014: $4,706,0662014Revenue 2015: $15,683,843Expenses 2015: $13,137,120Net Income 2015: $2,546,7232015Revenue 2016: $17,114,275Expenses 2016: $12,282,702Net Income 2016: $4,831,5732016Revenue 2017: $22,132,317Expenses 2017: $14,734,604Net Income 2017: $7,397,7132017Revenue 2018: $21,543,842Expenses 2018: $18,091,442Net Income 2018: $3,452,4002018Revenue 2019: $26,851,685Expenses 2019: $19,927,635Net Income 2019: $6,924,0502019Revenue 2020: $24,403,893Expenses 2020: $22,452,250Net Income 2020: $1,951,6432020Revenue 2021: $28,025,970Expenses 2021: $26,812,744Net Income 2021: $1,213,2262021Revenue 2022: $27,935,804Expenses 2022: $26,301,986Net Income 2022: $1,633,8182022Revenue 2023: $32,283,855Expenses 2023: $27,804,553Net Income 2023: $4,479,3022023Revenue 2024: $32,758,659Expenses 2024: $29,160,405Net Income 2024: $3,598,2542024

Highlighted filing

2020

Revenue$24,403,893
Expenses$22,452,250
Net Income$1,951,643
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$44,345,407
Mission and Program Overview

Mission

To provide welfare benefits to eligible members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$35,981,854$40,657,008▲ $4,675,154
Investments in Publicly Traded Securities$25,359,085$30,792,566▲ $5,433,481
Cash and Non-Interest-Bearing Accounts$15,100,345$12,775,667▼ $2,324,678
Accounts Receivable$3,916,917$3,432,963▼ $483,954
Savings and Temporary Cash Investments$737,307$649,334▼ $87,973
Land, Buildings, and Equipment, Net$171$0▼ $171
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$45,191,962$47,751,842▲ $2,559,880
Other Assets Total$78,137$101,312▲ $23,175
Liabilities
Other Liabilities$9,175,947$7,076,698▼ $2,099,249
Accounts Payable and Accrued Expenses$34,161$18,136▼ $16,025
Total Liabilities$9,210,108$7,094,834▼ $2,115,274
Net Assets / Fund Balance
Total Net Assets Fund Balance$35,981,854$40,657,008▲ $4,675,154
Total Liabilities and Net Assets / Fund Balance$45,191,962$47,751,842▲ $2,559,880

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$62,505$62,505
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela BrownPlan AdministratorPT$146,080$55,383$201,463

Board Members and Trustees

NameTitle
James JohannemannEmployee Trustee
Richard SchwarzbeckEmployee Trustee
Robert MetzEmployee Trustee
Jeffrey SeidelEmployer Trustee
Joseph DeleonardisEmployer Trustee
Robert KaehlerEmployer Trustee
Gil HeimUnion Trustee
James MatichUnion Trustee
John DicksonUnion Trustee
John a MaraiaUnion Trustee
Samuel FrattoUnion Trustee
Steve NeugebauerUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
AetnaClaims Processing151 FARMINGTON AVENUE, Hartford, CT 06156$187,534
Maloney Associates INCClaims Processing371 MERRICK ROAD, Rockville Centre, NY 11570$120,879
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,990,411
Investment Income
$1,788,472
Other Revenue
$625,010
Change in Net Assets
$1,951,643

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,659,924
Revenue Not Reported on Financial Statements
$743,969
Revenue Not Reported on Form 990
$2,723,511
Other Revenue Adjustments
$623,468
Total Revenue per Audited Statements
$26,383,435
Total Revenue per Form 990
$24,403,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$813,632
Other Expenses$605,134
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$21,033,484
Fees for Services Other---$355,533
Other Salaries and Wages---$344,093
Other Employee Benefits---$174,158
Current Officers, Directors, Trustees, and Key Employees---$146,080
Fees for Service Investment Mgmnt Fees---$120,501
Pension Plan Contributions---$109,669
Payroll Taxes---$39,632
Office Expenses---$34,341
Fees for Services Accounting---$27,600
Information Technology---$21,509
Occupancy---$19,397
Insurance---$14,034
Fees for Services Legal---$6,429
Other Expenses---$5,326
Conferences and Meetings---$293
Depreciation Depletion---$171
Total Functional Expenses$0$0$0$22,452,250

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$22,452,250
Expenses per Audited Statements$22,331,749
Total Expenses per Audited Statements$21,708,281
Expenses Not Reported on Financial Statements$120,501
Expenses Not Reported on Form 990$-623,468
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
MEMBERS' VACATION PAYABLE$6,860,176
CONTRACTORS' SECURITY DEPOSITS$190,662
Due to Related Funds$25,860
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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 B, Line 11B

“A copy of the form 990 is provided to the board members for review purposes prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies and financial statements are provided to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ibew - 363 Welfare Fund
EIN
13-6132502
Phone
8457833500
Address
67 COMMERCE DRIVE SOUTH, HARRIMAN, NY 10926

Signing Officer

Name
Pamela Brown
Title
Plan Administrator
Phone
8457833500
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela Brown
Formed
1956
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
7
Employees
22
Volunteers
0

Preparer

Firm
Mspc Cpas & Advisors Pc
Address
340 NORTH AVENUE EAST, CRANFORD, NJ 07016-2496
Preparer
Jon S Gagliardi
Phone
9082727000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The fund has a board of trustees that assumes responsibility for the oversight of the audit and the selection of independent accountants. The process has not changed from the prior years.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501 (c)(9) of the internal revenue code ("irc") and, accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax determination letter from the internal revenue service, and the plan sponsor believes that the trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the irc. 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) ifthe plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Plan management has analyzed the tax positions taken by the plan, and has concluded that as of december 31,2020, there are 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 XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed by affiliated funds 623,468.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reimbursed by affiliated funds -623,468.”

Raw XML AppendixShowing 400 of 668 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/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt01229612
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt021171126
IRS990/GrossReceiptsAmt044345407
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt021509
IRS990/InsuranceGrp/TotalAmt014034
IRS990/InvestmentIncomeGrp/ExclusionAmt0558860
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0558860
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025359085
IRS990/InvestmentsPubTradedSecGrp/EOYAmt030792566
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt062505
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0171
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt062505
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019941514
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt035981854
IRS990/NetAssetsOrFundBalancesEOYAmt040657008
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01229612
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01229612
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02723511
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt019397
IRS990/OfficeExpensesGrp/TotalAmt034341
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt078137
IRS990/OtherAssetsTotalGrp/EOYAmt0101312
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0174158
IRS990/OtherExpensesGrp/Desc0AFFORDABLE CARE ACT FEE
IRS990/OtherExpensesGrp/TotalAmt05326
IRS990/OtherLiabilitiesGrp/BOYAmt09175947
IRS990/OtherLiabilitiesGrp/EOYAmt07076698
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED BY AFFILIATES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0623468
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11542
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0623468
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11542
IRS990/OtherRevenueTotalAmt0625010
IRS990/OtherSalariesAndWagesGrp/TotalAmt0344093
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt039632
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0109669
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAMELA BROWN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEES' CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2RETIREE DRUG SUBSIDY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019700433
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11968719
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2321259
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019700433
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11968719
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2321259
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018571746
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0668381
IRS990/PYOtherExpensesAmt0565139
IRS990/PYOtherRevenueAmt0634744
IRS990/PYProgramServiceRevenueAmt025548560
IRS990/PYRevenuesLessExpensesAmt06924050
IRS990/PYSalariesCompEmpBnftPaidAmt0790750
IRS990/PYTotalExpensesAmt019927635
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026851685
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01951643
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt035981854
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt040657008
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0737307
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0649334
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062505
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062505
IRS990ScheduleD/ExpensesNotReportedAmt0-623468
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0120501
IRS990ScheduleD/ExpensesSubtotalAmt022331749
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0120501
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0120501
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02723511
IRS990ScheduleD/OtherExpensesIncludedAmt0-623468
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06860176
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1190662
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt225860
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' VACATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CONTRACTORS' SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED FUNDS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0623468
IRS990ScheduleD/RevenueNotReportedAmt02723511
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0743969
IRS990ScheduleD/RevenueSubtotalAmt023659924
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501 (C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE, AND THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. 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) IFTHE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31,2020, THERE ARE 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/ExplanationTxt1REIMBURSED BY AFFILIATED FUNDS 623,468.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED BY AFFILIATED FUNDS -623,468.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt022452250
IRS990ScheduleD/TotalLiabilityAmt07076698
IRS990ScheduleD/TotalRevenuePerForm990Amt024403893
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt026383435
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021708281
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5146080
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0228582
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1150320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2146779
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3146779
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4146080
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt533301
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt033301
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt133301
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt233301
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt333301
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt433301
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt522082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt122082

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$47,751,842
Liabilities
$7,094,834
Net assets
$40,657,008
Revenue
$24,403,893
Expenses
$22,452,250
Net income
$1,951,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.5$13.3$48.2$32.8$29.2$3.60
2023Detailed filing. Detailed filing data is available for this year.$55.7$10.2$45.4$32.3$27.8$4.48
2022Detailed filing. Detailed filing data is available for this year.$49.6$10.1$39.5$27.9$26.3$1.63
2021Detailed filing. Detailed filing data is available for this year.$52.3$9.31$43.0$28.0$26.8$1.21
2020Detailed filing. Detailed filing data is available for this year.$47.8$7.09$40.7$24.4$22.5$1.95
2019Detailed filing. Detailed filing data is available for this year.$45.2$9.21$36.0$26.9$19.9$6.92
2018Detailed filing. Detailed filing data is available for this year.$32.8$6.21$26.6$21.5$18.1$3.45
2017Detailed filing. Detailed filing data is available for this year.$30.6$6.16$24.4$22.1$14.7$7.40
2016Detailed filing. Detailed filing data is available for this year.$20.1$4.37$15.7$17.1$12.3$4.83
2015Detailed filing. Detailed filing data is available for this year.$14.7$3.91$10.8$15.7$13.1$2.55
2014Detailed filing. Detailed filing data is available for this year.$11.7$3.42$8.24$15.2$10.5$4.71
2013Detailed filing. Detailed filing data is available for this year.$7.15$3.66$3.49$13.9$16.3$2.38
2012Summary only. Only limited summary data is available for this year.$9.04$3.02$6.02$11.0$16.0$4.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$3.43$11.0$15.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$3.64$14.4$15.2
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