Civic Intelligence

Meba Vacation Plan - Atlantic Gulf and Pacific Coasts

990 • Fiscal year 2020 • EIN 13-6271916

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

1007 Eastern AvenueBaltimore, MD 21202-4345

(410) 547-9111

Siviq Scores

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

Liabilities / Assets

64th percentile

0.11x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.09x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

31st percentile

-0.1%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

72nd percentile

$242,220

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Assets

Up

$49,462,341

Up $5,439,930 (+12%) from 2019

Net Assets

Up

$43,843,477

Up $911,229 (+2.1%) from 2019

Liabilities

Up

$5,618,864

Up $4,528,701 (+415%) from 2019

Revenue

Down

$63,399,742

Down $9,138,324 (-13%) from 2019

Expenses

Up

$63,457,063

Up $4,490,095 (+7.6%) from 2019

Net Income

Down

-$57,321

Down $13,628,419 (-100%) from 2019

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $41,898,208Liabilities 2010: $1,169,625Net Assets 2010: $40,728,5832010Assets 2011: $40,007,613Liabilities 2011: $2,161,676Net Assets 2011: $37,845,9372011Assets 2012: $33,800,549Liabilities 2012: $1,254,722Net Assets 2012: $32,545,8272012Assets 2013: $30,117,733Liabilities 2013: $734,495Net Assets 2013: $29,383,2382013Assets 2014: $30,745,657Liabilities 2014: $1,804,327Net Assets 2014: $28,941,3302014Assets 2015: $28,098,793Liabilities 2015: $641,684Net Assets 2015: $27,457,1092015Assets 2016: $28,177,193Liabilities 2016: $248,664Net Assets 2016: $27,928,5292016Assets 2017: $27,084,299Liabilities 2017: $620,257Net Assets 2017: $26,464,0422017Assets 2018: $30,192,008Liabilities 2018: $1,663,379Net Assets 2018: $28,528,6292018Assets 2019: $44,022,411Liabilities 2019: $1,090,163Net Assets 2019: $42,932,2482019Assets 2020: $49,462,341Liabilities 2020: $5,618,864Net Assets 2020: $43,843,4772020Assets 2021: $51,389,573Liabilities 2021: $2,871,005Net Assets 2021: $48,518,5682021Assets 2022: $48,771,094Liabilities 2022: $2,846,174Net Assets 2022: $45,924,9202022Assets 2023: $54,544,703Liabilities 2023: $1,564,468Net Assets 2023: $52,980,2352023Assets 2024: $61,939,964Liabilities 2024: $2,096,527Net Assets 2024: $59,843,4372024

Highlighted filing

2020

Assets$49,462,341
Liabilities$5,618,864
Net Assets$43,843,477

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $61,613,5542010Expenses 2011: $65,386,3972011Expenses 2012: $57,242,8032012Revenue 2013: $49,917,404Expenses 2013: $52,605,541Net Income 2013: -$2,688,1372013Revenue 2014: $55,090,396Expenses 2014: $55,627,898Net Income 2014: -$537,5022014Revenue 2015: $53,347,601Expenses 2015: $54,596,041Net Income 2015: -$1,248,4402015Revenue 2016: $55,553,423Expenses 2016: $55,292,385Net Income 2016: $261,0382016Revenue 2017: $53,859,939Expenses 2017: $54,520,479Net Income 2017: -$660,5402017Revenue 2018: $56,551,310Expenses 2018: $54,095,690Net Income 2018: $2,455,6202018Revenue 2019: $72,538,066Expenses 2019: $58,966,968Net Income 2019: $13,571,0982019Revenue 2020: $63,399,742Expenses 2020: $63,457,063Net Income 2020: -$57,3212020Revenue 2021: $67,465,058Expenses 2021: $62,211,594Net Income 2021: $5,253,4642021Revenue 2022: $69,143,407Expenses 2022: $68,061,017Net Income 2022: $1,082,3902022Revenue 2023: $78,296,657Expenses 2023: $72,883,576Net Income 2023: $5,413,0812023Revenue 2024: $85,715,141Expenses 2024: $79,398,507Net Income 2024: $6,316,6342024

Highlighted filing

2020

Revenue$63,399,742
Expenses$63,457,063
Net Income-$57,321
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$125,924,142
Mission and Program Overview

Mission

To provide eligible participants with vacation benefits earned for work performed based on a scale of vacation allowances in accordance with the collective bargaining agreement or by converting overtime to vacation benefits.

To provide vacation benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$42,932,248$43,843,477▲ $911,229
Investments in Publicly Traded Securities$30,115,605$33,331,256▲ $3,215,651
Investments Other Securities$7,208,960$9,368,481▲ $2,159,521
Accounts Receivable$6,691,793$6,757,845▲ $66,052
Land, Buildings, and Equipment, Net$6,053$4,759▼ $1,294
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$44,022,411$49,462,341▲ $5,439,930
Liabilities
Other Liabilities$895,412$4,215,551▲ $3,320,139
Accounts Payable and Accrued Expenses$194,751$1,403,313▲ $1,208,562
Total Liabilities$1,090,163$5,618,864▲ $4,528,701
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,932,248$43,843,477▲ $911,229
Total Liabilities and Net Assets / Fund Balance$44,022,411$49,462,341▲ $5,439,930

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,759$118,417$123,176
Leasehold Improvements$0$25,772$25,772
Other Securities$9,368,481--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ainley H MarshallTrustee - Chairman
Ballenger DuncanAlternate Trustee
Cole WilliamAlternate Trustee
Douglas IraAlternate Trustee
Duncan JeffAlternate Trustee
Smith AdamAlternate Trustee
Washburn EdAlternate Trustee
Weissman DavidAlternate Trustee
Bertram ErinTrustee
Callahan JasonTrustee
Doherty RichTrustee
Dragone JohnTrustee
Fisher PhilipTrustee
Gill TimothyTrustee
Mote DamonTrustee
Sullivan JohnTrustee
Thornton WilliamTrustee
Van Loo WilliamTrustee
Vokac AdamTrustee
Hanley EdwardTrustee - Secretary
Gilchrist AnnAdministrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$61,674,592
Investment Income
$1,623,074
Other Revenue
$102,076
Change in Net Assets
$-57,321

Audited Revenue Reconciliation

Revenue per Audited Statements
$63,249,912
Revenue Not Reported on Financial Statements
$149,830
Revenue Not Reported on Form 990
$968,553
Other Revenue Adjustments
$102,076
Total Revenue per Audited Statements
$64,218,465
Total Revenue per Form 990
$63,399,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,814,103
Other Expenses$1,709,578
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$59,933,382
Other Salaries and Wages---$1,814,103
Other Expenses---$763,866
Fees for Services Legal---$287,655
Office Expenses---$237,007
Occupancy---$204,199
Fees for Services Accounting---$90,770
Insurance---$52,560
Fees for Service Investment Mgmnt Fees---$47,754
Conferences and Meetings---$18,213
Travel---$4,175
Fees for Services Other---$2,085
Depreciation Depletion---$1,294
Total Functional Expenses$0$0$0$63,457,063

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$63,457,063
Expenses per Audited Statements$63,307,233
Total Expenses per Audited Statements$63,307,233
Expenses Not Reported on Financial Statements$149,830
Other Expense Adjustments$102,076
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 Related Entity$2,437,055
Cash Overdraft$908,838
Net Advances From Employee Port Relief Wage Payment Program$447,534
Due to Brokers for Securities Purchased$422,124
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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 7A

The plan is a jointly administered multi-employer benefit plan. Union trustees are appointed by the sponsoring union, employer trustees are appointed by contributing employers based on the highest totals of cumulative man days.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the plan's administrator with the assistance of the plan's professionals and is provided to the plans's board of trustees prior to its filing.

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

The plan is governed by erisa, which prohibits conflicts of interest. The plan's written conflict of interest policy for members of the plan's governing body requires that conflicts of interest be avoided and disclosed consistent with erisa. The plan's written conflict of interest policy for other covered individuals requires that conflicts of interest be avoided and disclosed. The plan receives an annual signed statement from employees regarding the written conflict of interest policy. Potential conflicts would be reviewed by the plan's legal counsel and board of trustees and would exclude any individual with a conflict from participating in the board of trustees deliberations and decisions with respect to the issue or transaction.

Form 990, Part VI, Section B, Line 15

The plan has no employees so these questions do not apply.

Form 990, Part VI, Section C, Line 19

The plan makes its governing documents, policies, and financial statements available to participants, beneficiaries, the sponsoring union, and contributing employers as required by erisa. The plan makes documents available to interested parties upon request as required by the internal revenue code.

Filing and Contact Details

Filer

Filer Name
Meba Vacation Plan
EIN
13-6271916
Phone
4105479111
Address
1007 EASTERN AVENUE, BALTIMORE, MD 21202-4345

Signing Officer

Name
Adam Vokac - Trustee
Title
Edward F. Hanley - Trustee
Phone
4105479111
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Vokac - Trustee
Formed
1954
Legal Domicile
Md
Voting Board Members
12
Independent Board Members
6
Employees
0
Volunteers
20

Preparer

Firm
Buchbinder Tunick & Company Llp
Address
6720-A ROCKLEDGE DRIVE SUITE 510, BETHESDA, MD 20817
Preparer
Gary Brunick
Phone
2402001400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

OTHER -3.

Form 990, Part XII, Line 2C

There was not change in the organization's oversight process or selection process during the tax year.

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 if the plan 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 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 disclosure in the financial statements. Employee benefit plans are subject to routine audits by taxing jurisdictions. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2017.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

REIMBURSED EXPENSES

PART XII, LINE 4B - OTHER ADJUSTMENTS:

REIMBURSED EXPENSES

Raw XML AppendixShowing 400 of 634 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/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20190450
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE - CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE - SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0665066
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt063189466
IRS990/GrossReceiptsAmt0125924142
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt052560
IRS990/InvestmentIncomeGrp/ExclusionAmt0958008
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0958008
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07208960
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09368481
IRS990/InvestmentsPubTradedSecGrp/BOYAmt030115605
IRS990/InvestmentsPubTradedSecGrp/EOYAmt033331256
IRS990/IRPDocumentCnt058
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0144189
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06053
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04759
IRS990/LandBldgEquipCostOrOtherBssAmt0148948
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt062524400
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE ELIGIBLE PARTICIPANTS WITH VACATION BENEFITS EARNED FOR WORK PERFORMED BASED ON A SCALE OF VACATION ALLOWANCES IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT OR BY CONVERTING OVERTIME TO VACATION BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt042932248
IRS990/NetAssetsOrFundBalancesEOYAmt043843477
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0665066
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0665066
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0968553
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0204199
IRS990/OfficeExpensesGrp/TotalAmt0237007
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-3
IRS990/OtherExpensesGrp/Desc0SETTLEMENT EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0763866
IRS990/OtherLiabilitiesGrp/BOYAmt0895412
IRS990/OtherLiabilitiesGrp/EOYAmt04215551
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0102076
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0102076
IRS990/OtherRevenueTotalAmt0102076
IRS990/OtherSalariesAndWagesGrp/TotalAmt01814103
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ADAM VOKAC - TRUSTEE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS' VACATION CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYERS' ADMINISTRATIVE FEE AND
IRS990/ProgramServiceRevenueGrp/Desc2EMPLOYERS' CONVERTED OVERTIME CON
IRS990/ProgramServiceRevenueGrp/Desc3EMPLOYERS' PORT RELIEF CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt049305679
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15350334
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25138095
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31880484
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt049305679
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15350334
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25138095
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31880484
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt056517035
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01219389
IRS990/PYOtherExpensesAmt0929521
IRS990/PYOtherRevenueAmt09410708
IRS990/PYProgramServiceRevenueAmt061907969
IRS990/PYRevenuesLessExpensesAmt013571098
IRS990/PYSalariesCompEmpBnftPaidAmt01520412
IRS990/PYTotalExpensesAmt058966968
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt072538066
IRS990/ReconcilationRevenueExpnssAmt0-57321
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt042932248
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt043843477
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0149830
IRS990ScheduleD/ExpensesSubtotalAmt063307233
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt047754
IRS990ScheduleD/InvestmentExpensesNotIncldAmt047754
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt025772
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt025772
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0968553
IRS990ScheduleD/OtherExpensesNotIncludedAmt0102076
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04759
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0118417
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0123176
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0422124
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1447534
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2908838
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32437055
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BROKERS FOR SECURITIES PURCHASED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NET ADVANCES FROM EMPLOYEE PORT RELIEF WAGE PAYMENT PROGRAM
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CASH OVERDRAFT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO RELATED ENTITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0102076
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt09368481
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MEBA MASTER TRUST FOR ERISA PLANS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0968553
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0149830
IRS990ScheduleD/RevenueSubtotalAmt063249912
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 IF THE PLAN 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 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 DISCLOSURE IN THE FINANCIAL STATEMENTS. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04759
IRS990ScheduleD/TotalBookValueSecuritiesAmt09368481
IRS990ScheduleD/TotalExpensesPerForm990Amt063457063
IRS990ScheduleD/TotalLiabilityAmt04215551
IRS990ScheduleD/TotalRevenuePerForm990Amt063399742
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt064218465
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt063307233
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0550
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0189900
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt033929
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.9$2.10$59.8$85.7$79.4$6.32
2023Summary only. Only limited summary data is available for this year.$54.5$1.56$53.0$78.3$72.9$5.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.8$2.85$45.9$69.1$68.1$1.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.4$2.87$48.5$67.5$62.2$5.25
2020Detailed filing. Detailed filing data is available for this year.$49.5$5.62$43.8$63.4$63.5$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.0$1.09$42.9$72.5$59.0$13.6
2018Summary only. Only limited summary data is available for this year.$30.2$1.66$28.5$56.6$54.1$2.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$0.62$26.5$53.9$54.5$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$0.25$27.9$55.6$55.3$0.26
2015Detailed filing. Detailed filing data is available for this year.$28.1$0.64$27.5$53.3$54.6$1.25
2014Detailed filing. Detailed filing data is available for this year.$30.7$1.80$28.9$55.1$55.6$0.54
2013Summary only. Only limited summary data is available for this year.$30.1$0.73$29.4$49.9$52.6$2.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.8$1.25$32.5$57.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.0$2.16$37.8$65.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.9$1.17$40.7$61.6
Peer Organizations

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