Civic Intelligence

Psc - Cuny Welfare Fund

990 • Fiscal year 2015 • EIN 13-6220695

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 28, 2016

Organization ProfileN/A

View Organization Page

61 BroadwayNew York, NY 10006

(212) 354-5230

Siviq Scores

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

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

74th percentile

$214,935

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Asset Growth

89th percentile

19%

Faster asset growth than 89% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-15%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$32,385,965

Up $5,223,396 (+19%) from 2014

Net Assets

Up

$31,632,559

Up $4,895,546 (+18%) from 2014

Liabilities

Up

$753,406

Up $327,850 (+77%) from 2014

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin68th percentile

Revenue

Down

$43,922,645

Down $8,049,043 (-15%) from 2014

Expenses

Down

$38,980,678

Down $9,361,516 (-19%) from 2014

Net Income

Up

$4,941,967

Up $1,312,473 (+36%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$150M$100M$50M$0Assets 2010: $40,471,277Liabilities 2010: $735,098Net Assets 2010: $39,736,1792010Assets 2011: $32,495,505Liabilities 2011: $538,674Net Assets 2011: $31,956,8312011Assets 2012: $20,201,139Liabilities 2012: $732,883Net Assets 2012: $19,468,2562012Assets 2013: $23,593,433Liabilities 2013: $539,271Net Assets 2013: $23,054,1622013Assets 2014: $27,162,569Liabilities 2014: $425,556Net Assets 2014: $26,737,0132014Assets 2015: $32,385,965Liabilities 2015: $753,406Net Assets 2015: $31,632,5592015Assets 2016: $41,494,609Liabilities 2016: $887,854Net Assets 2016: $40,606,7552016Assets 2017: $52,735,211Liabilities 2017: $1,029,404Net Assets 2017: $51,705,8072017Assets 2018: $60,318,858Liabilities 2018: $877,469Net Assets 2018: $59,441,3892018Assets 2019: $73,892,374Liabilities 2019: $2,535,892Net Assets 2019: $71,356,4822019Assets 2020: $89,448,661Liabilities 2020: $2,594,993Net Assets 2020: $86,853,6682020Assets 2021: $102,358,492Liabilities 2021: $2,372,728Net Assets 2021: $99,985,7642021Assets 2022: $97,659,471Liabilities 2022: $2,288,880Net Assets 2022: $95,370,5912022Assets 2023: $97,346,881Liabilities 2023: $1,745,722Net Assets 2023: $95,601,1592023

Highlighted filing

2015

Assets$32,385,965
Liabilities$753,406
Net Assets$31,632,559
Open 2015 Filing

Operations Trend

Revenue Growth14th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $40,234,8442010Expenses 2011: $44,772,7792011Expenses 2012: $49,156,9372012Expenses 2013: $44,440,9832013Revenue 2014: $51,971,688Expenses 2014: $48,342,194Net Income 2014: $3,629,4942014Revenue 2015: $43,922,645Expenses 2015: $38,980,678Net Income 2015: $4,941,9672015Revenue 2016: $41,265,552Expenses 2016: $32,452,216Net Income 2016: $8,813,3362016Revenue 2017: $44,573,300Expenses 2017: $33,529,433Net Income 2017: $11,043,8672017Revenue 2018: $44,946,167Expenses 2018: $36,474,436Net Income 2018: $8,471,7312018Revenue 2019: $49,718,253Expenses 2019: $39,183,300Net Income 2019: $10,534,9532019Revenue 2020: $51,111,521Expenses 2020: $36,655,695Net Income 2020: $14,455,8262020Revenue 2021: $49,086,444Expenses 2021: $37,033,587Net Income 2021: $12,052,8572021Revenue 2022: $46,782,965Expenses 2022: $41,746,052Net Income 2022: $5,036,9132022Revenue 2023: $43,793,554Expenses 2023: $46,896,065Net Income 2023: -$3,102,5112023

Highlighted filing

2015

Revenue$43,922,645
Expenses$38,980,678
Net Income$4,941,967
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 28, 2016
Return Version
2014v6.0
Gross Receipts
$52,849,887
Mission and Program Overview

Mission

Through collectively bargained agreements with the city university of new york, the fund collects contributions and provides health and welfare benefits for all qualifying plan participants.

To provide health and welfare benefits for all qualifying plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$26,737,013$31,632,559▲ $4,895,546
Investments in Publicly Traded Securities$11,313,236$15,818,547▲ $4,505,311
Cash and Non-Interest-Bearing Accounts$6,113,535$6,250,048▲ $136,513
Savings and Temporary Cash Investments$239,739$788,837▲ $549,098
Prepaid Expenses and Deferred Charges$563,408$194,954▼ $368,454
Land, Buildings, and Equipment, Net$41,539$48,131▲ $6,592
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$27,162,569$32,385,965▲ $5,223,396
Other Assets Total$8,891,112$9,285,448▲ $394,336
Liabilities
Other Liabilities$194,168$428,792▲ $234,624
Accounts Payable and Accrued Expenses$231,388$324,614▲ $93,226
Total Liabilities$425,556$753,406▲ $327,850
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,737,013$31,632,559▲ $4,895,546
Total Liabilities and Net Assets / Fund Balance$27,162,569$32,385,965▲ $5,223,396

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$26,293$79,839$106,132
Leasehold Improvements$21,838$32,092$53,930
Other Assets Org$119,746--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Larry MorganExecutive DirectorFT$178,312$36,623$214,935
Donna CostaAssociate DirectorFT$122,445$37,186$159,631
Robert CermeleTreasurerPT$10,737$11,660$22,397
Steven LondonExecutive OfficerPT-$10,737$10,737

Board Members and Trustees

NameTitle
Barbara BowenChairman
David KotelchuckTrustee
Gloriana WatersTrustee
Leslie WillliamsTrustee
Paula WhitlockTrustee
Sharon PersingerTrustee
Sherrian Grant FordhamTrustee
Terrence MartellTrustee
Terry ParkerTrustee
Daniel PinelloSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Express ScriptsAdministrative Fees100 PARSONS POND DRIVE MVL 1-3, Franklin Lakes, NJ 07417$879,364
GuardianService Fees3900 BURGESS PLACE, Bethlehem, PA 18017$662,240
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$43,818,048
Investment Income
$105,557
Other Revenue
$-960
Change in Net Assets
$4,941,967

Audited Revenue Reconciliation

Revenue per Audited Statements
$43,983,055
Revenue Not Reported on Financial Statements
$-60,410
Revenue Not Reported on Form 990
$-46,421
Other Revenue Adjustments
$-82,659
Total Revenue per Audited Statements
$43,936,634
Total Revenue per Form 990
$43,922,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,354,422
Other Expenses$714,717
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$36,911,539
Other Salaries and Wages---$783,335
Current Officers, Directors, Trustees, and Key Employees---$220,765
Occupancy---$204,794
Other Employee Benefits---$174,548
Fees for Services Other---$160,968
Pension Plan Contributions---$104,854
Office Expenses---$94,020
Fees for Services Legal---$72,255
Payroll Taxes---$70,920
Information Technology---$46,800
Fees for Services Accounting---$44,300
Conferences and Meetings---$31,849
Fees for Service Investment Mgmnt Fees---$22,249
Insurance---$18,086
Depreciation Depletion---$14,900
Other Expenses---$4,496
Total Functional Expenses$0$0$0$38,980,678

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$38,980,678
Expenses per Audited Statements$38,958,429
Total Expenses per Audited Statements$38,958,429
Expenses Not Reported on Financial Statements$22,249
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
Contributions Received in Advance$428,792
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The fund has no subcommitees with authority to act on behalf of the board of trustees.”

Form 990, Part VI, Section B, Line 11

“The board of trustees reviews the 990 prior to filing.”

Form 990, Part VI, Section B, Line 15

“Compensation is reviewed and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The documents are made available upon request and can be examined at the fund office.”

Filing and Contact Details

Filer

Filer Name
Psc - Cuny Welfare Fund
EIN
13-6220695
Phone
2123545230
Address
61 BROADWAY, NEW YORK, NY 10006

Signing Officer

Name
Larry Morgan
Title
Executive Director
Phone
2123545230
Signed
2016-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Morgan
Formed
1967
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
6
Employees
15
Volunteers
0

Preparer

Firm
Saxbst Llp
Address
28 WEST 44TH STREET, NEW YORK, NY 10036
Preparer
Patrick C Stines
Phone
2126618640
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The audit oversight process has not changed.”

Form 990, Part X, Line 33

“Net assets per the audited financial statements do not include estimated current claims obligations of $4,862,428 and estimated post-retirement obligations of $485,000,000. They are reported on a separate schedule as permitted under generally accepted accounting principles.”

Financial Statement Notes

PART X, LINE 2:

“The organization is a not-for-profit organization as described in section 501(c)(9) of the internal revenue code and is exempt from federal income taxes. The organization has been classified as a voluntary employee beneficiary association that is not a private foundation under section 509(a) of the code. The organization files a form 990 annually with the internal revenue service. When annual returns are filed, some tax positions taken are highly certain to be sustained upon examination by the taxing authorities, while other tax positions are subject to uncertainty about the technical merits of the position or amount of the position's tax benefit that would ultimately be sustained. Management evaluated the organization's tax positions, including interest and penalties attributable thereto, and concluded that the organization had taken no tax positions that required adjustment in its financial statements as of june 30, 2013 and 2014. Forms 990 filed by the organization are subject to examination by the internal revenue service. The organization is no longer subject to examination for the fiscal years ended june 30, 2011, and prior.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“The amount represented on line schedule d, line 4b (-82,659) represents the increase in accrued pension liability”

Raw XML AppendixShowing 400 of 511 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.

Path#Value
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08913049
IRS990/GrossReceiptsAmt052849887
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt046800
IRS990/InsuranceGrp/TotalAmt018086
IRS990/InvestmentIncomeGrp/ExclusionAmt0119750
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0119750
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011313236
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015818547
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0111931
IRS990/LandBldgEquipBasisNetGrp/BOYAmt041539
IRS990/LandBldgEquipBasisNetGrp/EOYAmt048131
IRS990/LandBldgEquipCostOrOtherBssAmt0160062
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08927242
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE 4A BELOW
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt026737013
IRS990/NetAssetsOrFundBalancesEOYAmt031632559
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-14193
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-14193
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-46421
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0204794
IRS990/OfficeExpensesGrp/TotalAmt094020
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08891112
IRS990/OtherAssetsTotalGrp/EOYAmt09285448
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0174548
IRS990/OtherExpensesGrp/Desc0PAYROLL PROCESSING
IRS990/OtherExpensesGrp/TotalAmt04496
IRS990/OtherLiabilitiesGrp/BOYAmt0194168
IRS990/OtherLiabilitiesGrp/EOYAmt0428792
IRS990/OtherOrganizationDsc0SINGLE-EMPLOYER, DEFINED BENEFIT, H
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REBATES
IRS990/OtherRevenueMiscGrp/Desc1DECREASE IN ACCRUED PENSION LIABI
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt081699
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1-82659
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt081699
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-82659
IRS990/OtherRevenueTotalAmt0-960
IRS990/OtherSalariesAndWagesGrp/TotalAmt0783335
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt070920
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0104854
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0563408
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0194954
IRS990/PrincipalOfficerNm0LARRY MORGAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900009
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1SURVIVOR CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc2COBRA REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043411473
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1331582
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt274993
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043411473
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1331582
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt274993
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt046409661
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt090727
IRS990/PYOtherExpensesAmt0631823
IRS990/PYOtherRevenueAmt0173592
IRS990/PYProgramServiceRevenueAmt051707369
IRS990/PYRevenuesLessExpensesAmt03629494
IRS990/PYSalariesCompEmpBnftPaidAmt01300710
IRS990/PYTotalExpensesAmt048342194
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt051971688
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04941967
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt026737013
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt031632559
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0239739
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0788837
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt026293
IRS990ScheduleD/EquipmentGrp/DepreciationAmt079839
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0106132
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt022249
IRS990ScheduleD/ExpensesSubtotalAmt038958429
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt022249
IRS990ScheduleD/InvestmentExpensesNotIncldAmt022249
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt021838
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt032092
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt053930
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-46421
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt08998209
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt157837
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2109656
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3119746
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MEDICAL REBATES AND REFUNDS RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INTEREST & DIVIDENDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER RECEIVABLES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3ACCRUED PENSION OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0428792
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRIBUTIONS RECEIVED IN ADVANCE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-82659
IRS990ScheduleD/RevenueNotReportedAmt0-46421
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-60410
IRS990ScheduleD/RevenueSubtotalAmt043983055
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES. THE ORGANIZATION HAS BEEN CLASSIFIED AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE ORGANIZATION FILES A FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITION'S TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS, INCLUDING INTEREST AND PENALTIES ATTRIBUTABLE THERETO, AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF JUNE 30, 2013 AND 2014. FORMS 990 FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION FOR THE FISCAL YEARS ENDED JUNE 30, 2011, AND PRIOR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE AMOUNT REPRESENTED ON LINE SCHEDULE D, LINE 4B (-82,659) REPRESENTS THE INCREASE IN ACCRUED PENSION LIABILITY
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt048131
IRS990ScheduleD/TotalBookValueOtherAssetsAmt09285448
IRS990ScheduleD/TotalExpensesPerForm990Amt038980678
IRS990ScheduleD/TotalLiabilityAmt0428792
IRS990ScheduleD/TotalRevenuePerForm990Amt043922645
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt043936634
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt038958429
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0178312
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1122445
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt021808
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt114975
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt014815
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt122211
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LARRY MORGAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DONNA COSTA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ASSOCIATE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0214935
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1159631
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS NO SUBCOMMITEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES REVIEWS THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NET ASSETS PER THE AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE ESTIMATED CURRENT CLAIMS OBLIGATIONS OF $4,862,428 AND ESTIMATED POST-RETIREMENT OBLIGATIONS OF $485,000,000. THEY ARE REPORTED ON A SEPARATE SCHEDULE AS PERMITTED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART X, LINE 33
IRS990ScheduleR/AssetExchangeInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$32,385,965
Liabilities
$753,406
Net assets
$31,632,559
Revenue
$43,922,645
Expenses
$38,980,678
Net income
$4,941,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$97.3$1.75$95.6$43.8$46.9$3.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.7$2.29$95.4$46.8$41.7$5.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$2.37$100.0$49.1$37.0$12.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.4$2.59$86.9$51.1$36.7$14.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.9$2.54$71.4$49.7$39.2$10.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.3$0.88$59.4$44.9$36.5$8.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.7$1.03$51.7$44.6$33.5$11.0
2016Summary only. Only limited summary data is available for this year.$41.5$0.89$40.6$41.3$32.5$8.81
2015Detailed filing. Detailed filing data is available for this year.$32.4$0.75$31.6$43.9$39.0$4.94
2014Detailed filing. Detailed filing data is available for this year.$27.2$0.43$26.7$52.0$48.3$3.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$0.54$23.1$44.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$0.73$19.5$49.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$0.54$32.0$44.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.5$0.74$39.7$40.2
Peer Organizations

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