Civic Intelligence

Adp Totalsource Inc H&W Trust

EIN 20-7248306 • 501(c)9 • Miami, FL

Profile

To provide for payment of health benefit expenses for the adp totalsource, inc. Health and welfare plan.

10200 Sunset DriveMiami, FL 33173

n/a

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

95th percentile

35%

Faster asset growth than 95% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-64%

Faster revenue growth than 1% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$44,680,282

Up $11,693,851 (+35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$44,680,282

Up $11,693,851 (+35%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin99th percentile

Revenue

Down

$11,693,851

Down $21,165,609 (-64%) from 2023

Expenses

Down

$0

Down $31 (-100%) from 2023

Net Income

Down

$11,693,851

Down $21,165,578 (-64%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $108,907Liabilities 2011: $0Net Assets 2011: $108,9072011Assets 2012: $2,832Liabilities 2012: $0Net Assets 2012: $2,8322012Assets 2013: $1,101Liabilities 2013: $0Net Assets 2013: $1,1012013Assets 2014: $8,800Liabilities 2014: $0Net Assets 2014: $8,8002014Assets 2015: $31,443Liabilities 2015: $0Net Assets 2015: $31,4432015Assets 2016: $56,891Liabilities 2016: $0Net Assets 2016: $56,8912016Assets 2017: $60,441Liabilities 2017: $0Net Assets 2017: $60,4412017Assets 2018: $22,003Liabilities 2018: $0Net Assets 2018: $22,0032018Assets 2019: $42,070Liabilities 2019: $0Net Assets 2019: $42,0702019Assets 2020: $59,777Liabilities 2020: $0Net Assets 2020: $59,7772020Assets 2021: $96,791Liabilities 2021: $0Net Assets 2021: $96,7912021Assets 2022: $127,002Liabilities 2022: $0Net Assets 2022: $127,0022022Assets 2023: $32,986,431Liabilities 2023: $0Net Assets 2023: $32,986,4312023Assets 2024: $44,680,282Liabilities 2024: $0Net Assets 2024: $44,680,2822024

Highlighted filing

2024

Assets$44,680,282
Liabilities$0
Net Assets$44,680,282
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2011: $1,022Expenses 2011: $209,415Net Income 2011: -$208,3932011Revenue 2012: $16,624Expenses 2012: $122,699Net Income 2012: -$106,0752012Revenue 2013: $2,492Expenses 2013: $4,223Net Income 2013: -$1,7312013Revenue 2014: $3,126Expenses 2014: $13,511Net Income 2014: -$10,3852014Revenue 2015: $27,920Expenses 2015: $5,277Net Income 2015: $22,6432015Revenue 2016: $32,893Expenses 2016: $7,445Net Income 2016: $25,4482016Revenue 2017: $50,020Expenses 2017: $46,470Net Income 2017: $3,5502017Revenue 2018: $0Expenses 2018: $38,438Net Income 2018: -$38,4382018Revenue 2019: $20,978Expenses 2019: $911Net Income 2019: $20,0672019Revenue 2020: $18,772Expenses 2020: $1,065Net Income 2020: $17,7072020Revenue 2021: $38,112Expenses 2021: $1,098Net Income 2021: $37,0142021Revenue 2022: $31,238Expenses 2022: $1,027Net Income 2022: $30,2112022Revenue 2023: $32,859,460Expenses 2023: $31Net Income 2023: $32,859,4292023Revenue 2024: $11,693,851Expenses 2024: $0Net Income 2024: $11,693,8512024

Highlighted filing

2024

Revenue$11,693,851
Expenses$0
Net Income$11,693,851
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$44,680,282
Liabilities
$0
Net assets
$44,680,282
Revenue
$11,693,851
Expenses
$0
Net income
$11,693,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.7$0.00$44.7$11.7$0.00$11.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.0$0.00$33.0$32.9$0.00$32.9
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.03$0.00$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.04$0.00$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.02$0.00$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.02$0.00$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.00$0.04$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.05$0.05$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.03$0.01$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.03$0.01$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.02$0.12$0.11
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.00$0.21$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$11,693,851
Mission and Program Overview

Mission

To provide for payment of eligible plan expenses for the adp totalsource, inc. Health and welfare plan.

Provides payment to eligible plan expenses for the adp totalsource inc. Health and welfare plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$32,986,431$44,680,282▲ $11,693,851
Cap Stk Tr Prin Current Funds$32,986,431$44,680,282▲ $11,693,851
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$32,986,431$44,680,282▲ $11,693,851
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,986,431$44,680,282▲ $11,693,851
Total Liabilities and Net Assets / Fund Balance$32,986,431$44,680,282▲ $11,693,851
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
George MichaelTrustee
Jack DrewryTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,693,851
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$11,693,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The organization does not have any committees with authority to act on behalf of the governing body. Therefore, the question is answered "no" in accordance with form 990 instructions.”

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

“The return is prepared by a third party tax return preparer, then the return is reviewed internally by the legal department of adp totalsource, inc. For accuracy. A copy of the form 990 is provided to each member of the governing body.”

Form 990, Part VI, Section B, Line 15

“The organization does not have a top management official that receives compensation. Therefore this question is answered "no" in accordance with the form 990 instructions.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available upon request. The organization does not have a conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Adp Totalsource Inc H&w Trust
EIN
20-7248306
Phone
7703602857
Address
10200 SUNSET DRIVE, MIAMI, FL 33173

Signing Officer

Name
Jack Drewry
Title
Trustee
Phone
7703602857
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Drewry
Formed
2007
Legal Domicile
Fl
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Crowe Llp
Address
401 E LAS OLAS BLVD SUITE 1100, FORT LAUDERDALE, FL 33301-4230
Preparer
Gina L Ardillo
Phone
9542028600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is intended to qualify as a tax-exempt entity pursuant to section 501(c)(9) of the internal revenue code ("irc"). The trust has obtained an exemption letter dated may 28, 2008, and effective january 1, 2007, from the internal revenue service. The plan sponsor believes that the trust continues to qualify and operate in accordance with the applicable requirements of the irc. Any unrelated business income generated by the trust is subject to tax under the irc. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that more likely than not would be sustained upon examination by the irs. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of may 31, 2024 and 2023, there are no uncertain tax 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. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2021. (note the veba trust has a different fiscal year for tax purposes than the fiscal year for book purposes.)”

Raw XML Appendix266 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDES PAYMENT TO ELIGIBLE PLAN EXPENSES FOR THE ADP TOTALSOURCE INC. HEALTH AND WELFARE PLAN.
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JENNIFER TINGLE - ADP TOTALSOURCE LEGAL DEPARTMENT
IRS990/BooksInCareOfDetail/PhoneNum07703602857
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010200 SUNSET DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033173
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt032986431
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt044680282
IRS990/CashNonInterestBearingGrp/BOYAmt032986431
IRS990/CashNonInterestBearingGrp/EOYAmt044680282
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt011693851
IRS990/CYRevenuesLessExpensesAmt011693851
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt00
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011693851
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE EXCLUSIVE PURPOSE OF ADP TOTALSOURCE, INC. HEALTH AND WELFARE PLAN TRUST IS TO PAY ELIGIBLE PLAN EXPENSES FOR THE ADP TOTALSOURCE, INC. HEALTH AND WELFARE PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0JACK DREWRY
IRS990/Form990PartVIISectionAGrp/PersonNm1GEORGE MICHAEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt011693851
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FOR PAYMENT OF ELIGIBLE PLAN EXPENSES FOR THE ADP TOTALSOURCE, INC. HEALTH AND WELFARE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt032986431
IRS990/NetAssetsOrFundBalancesEOYAmt044680282
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JACK DREWRY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PAYMENTS FROM PLAN SPONSOR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011693851
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011693851
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt031
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt032859460
IRS990/PYRevenuesLessExpensesAmt032859429
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt031
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032859460
IRS990/ReconcilationRevenueExpnssAmt011693851
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY AS A TAX-EXEMPT ENTITY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). THE TRUST HAS OBTAINED AN EXEMPTION LETTER DATED MAY 28, 2008, AND EFFECTIVE JANUARY 1, 2007, FROM THE INTERNAL REVENUE SERVICE. THE PLAN SPONSOR BELIEVES THAT THE TRUST CONTINUES TO QUALIFY AND OPERATE IN ACCORDANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ANY UNRELATED BUSINESS INCOME GENERATED BY THE TRUST IS SUBJECT TO TAX UNDER THE IRC. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF MAY 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. (NOTE THE VEBA TRUST HAS A DIFFERENT FISCAL YEAR FOR TAX PURPOSES THAN THE FISCAL YEAR FOR BOOK PURPOSES.)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THEREFORE, THE QUESTION IS ANSWERED "NO" IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS PREPARED BY A THIRD PARTY TAX RETURN PREPARER, THEN THE RETURN IS REVIEWED INTERNALLY BY THE LEGAL DEPARTMENT OF ADP TOTALSOURCE, INC. FOR ACCURACY. A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE A TOP MANAGEMENT OFFICIAL THAT RECEIVES COMPENSATION. THEREFORE THIS QUESTION IS ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0593216484
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PAYROLL AND HR OUTSOURCING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ADP TOTALSOURCE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt010200 SUNSET DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MIAMI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd033173
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt032986431
IRS990/TotalAssetsEOYAmt044680282
IRS990/TotalAssetsGrp/BOYAmt032986431
IRS990/TotalAssetsGrp/EOYAmt044680282
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt032986431
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044680282
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt011693851
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011693851
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011693851
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032986431
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt044680282
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010200 SUNSET DRIVE
IRS990/USAddress/CityNm0MIAMI
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033173
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK DREWRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07703602857
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADP TOTALSOURCE INC H&W TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ADPT
ReturnHeader/Filer/EIN0207248306
ReturnHeader/Filer/PhoneNum07703602857
ReturnHeader/Filer/USAddress/AddressLine1Txt010200 SUNSET DRIVE
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033173
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0350921680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROWE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 E LAS OLAS BLVD SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333014230
ReturnHeader/PreparerPersonGrp/PhoneNum09542028600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GINA L ARDILLO
ReturnHeader/ReturnTs02025-11-04T13:46:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.