Liabilities / Assets
42nd percentile
Higher debt load relative to assets than 42% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
42nd percentile
Higher debt load relative to assets than 42% of similar nonprofits.
Liabilities / Revenue
37th percentile
Higher debt load relative to revenue than 37% of similar nonprofits.
Net Margin
27th percentile
Higher net margin than 27% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 1.4% of source-year revenue.
Asset Growth
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Down$10,832,935
Down $628,243 (-5.5%) from 2012
Net Assets
Down$10,720,094
Down $489,831 (-4.4%) from 2012
Liabilities
Down$112,841
Down $138,412 (-55%) from 2012
Revenue
$13,138,737
No earlier filing loaded for comparison.
Expenses
Up$13,583,493
Up $1,194,062 (+9.6%) from 2012
Net Income
-$444,756
No earlier filing loaded for comparison.
To provide health and welfare benefits to all eligible members and their dependents.
To provide health and welfare benefits to participants.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $11,209,925 | $10,720,094 | ▼ $489,831 |
| Investments in Publicly Traded Securities | $8,284,812 | $8,093,572 | ▼ $191,240 |
| Accounts Receivable | $1,426,207 | $1,090,610 | ▼ $335,597 |
| Cash and Non-Interest-Bearing Accounts | $466,538 | $363,741 | ▼ $102,797 |
| Savings and Temporary Cash Investments | $501,543 | $155,582 | ▼ $345,961 |
| Land, Buildings, and Equipment, Net | $6,144 | $4,565 | ▼ $1,579 |
| Total Assets | $11,461,178 | $10,832,935 | ▼ $628,243 |
| Other Assets Total | $775,934 | $1,124,865 | ▲ $348,931 |
| Liabilities | |||
| Other Liabilities | $143,015 | - | - |
| Accounts Payable and Accrued Expenses | $108,238 | $112,841 | ▲ $4,603 |
| Total Liabilities | $251,253 | $112,841 | ▼ $138,412 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $11,209,925 | $10,720,094 | ▼ $489,831 |
| Total Liabilities and Net Assets / Fund Balance | $11,461,178 | $10,832,935 | ▼ $628,243 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $4,565 | $121,029 | $125,594 |
| Other Assets Org | $9,907 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Maria Catenacci | Fund Manager | FT | $50,076 | $139,962 | $190,038 |
| Fredrick Potter Jr | Trustee | - | - | $189,797 | $189,797 |
| Michael Broderick | Trustee | - | - | $183,087 | $183,087 |
| Michael Tkatch | Trustee | - | - | $181,468 | $181,468 |
| Fredrick Potter Jr | - | - | $50,076 | $14,767 | $64,843 |
| Name | Title |
|---|---|
| William Giannico | Alternate Trustee |
| George Kreis | Trustee |
| Jack Kocsis Jr | Trustee |
| Rick Workman | Trustee |
| Maria Catenacci | - |
| Michael Broderick | - |
| Michael Tkatch | - |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Horizon Health Care Services | Claims Administration | - | $400,702 |
| Line Item | Amount |
|---|---|
| Other Expenses | $784,665 |
| Salaries, Compensation, and Employee Benefits | $216,055 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $12,582,773 |
| Fees for Services Other | - | - | - | $543,151 |
| Fees for Services Legal | - | - | - | $79,483 |
| Other Salaries and Wages | - | - | - | $77,173 |
| Fees for Services Accounting | - | - | - | $63,846 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $50,076 |
| Other Employee Benefits | - | - | - | $43,696 |
| Pension Plan Contributions | - | - | - | $35,579 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $30,244 |
| Occupancy | - | - | - | $21,727 |
| Office Expenses | - | - | - | $19,654 |
| Information Technology | - | - | - | $17,094 |
| Payroll Taxes | - | - | - | $9,531 |
| Insurance | - | - | - | $3,945 |
| Other Expenses | - | - | - | $2,195 |
| Conferences and Meetings | - | - | - | $1,747 |
| Depreciation Depletion | - | - | - | $1,579 |
| Total Functional Expenses | $0 | $0 | $0 | $13,583,493 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $13,583,493 |
| Expenses per Audited Statements | $13,551,422 |
| Total Expenses per Audited Statements | $13,551,422 |
| Expenses Not Reported on Financial Statements | $32,071 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Local 469 Pension Fund | - |
| Due to Local 469 Annuity Fund | - |
| Due to Brokers for Securities Purchased | - |
“See Attached Explanation”
“See Attached Explanation”
“See Attached Explanation”
“See Attached Explanation”
“All documents are made available to the public upon request and at the Fund's office.”
“See Attached”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 108238 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 112841 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1426207 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1090610 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | To provide health and welfare benefits to participants. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | false |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 12582773 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | Board of Trustees |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7322649000 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 3400 Route 35 |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | Hazlet |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | NJ |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 07730 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 466538 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 363741 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 50076 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 1747 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 400702 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 0 | 3 Penn Plaza |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 0 | Newark |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 0 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 0 | 07105 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 0 | Horizon Health Care Services |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Claims Administration |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 12582773 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 215701 |
| IRS990/CYOtherExpensesAmt | 0 | 784665 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 12923036 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -444756 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 216055 |
| IRS990/CYTotalExpensesAmt | 0 | 13583493 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 13138737 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 1579 |
| IRS990/Desc | 0 | PROVIDED HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 4 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 63846 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 79483 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 543151 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 30244 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 49596 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 66308 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 43281 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 67135 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | FREDRICK POTTER JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JACK KOCSIS JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MICHAEL BRODERICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | WILLIAM GIANNICO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | RICK WORKMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | GEORGE KREIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MARIA CATENACCI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MICHAEL TKATCH |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 50076 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 140201 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 116779 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 96681 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 114333 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Alternate Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Fund Manager |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1955 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -53189 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 9761937 |
| IRS990/GrossReceiptsAmt | 0 | 22953863 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 17094 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3945 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 268890 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 268890 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 8284812 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 8093572 |
| IRS990/IRPDocumentCnt | 0 | 9 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 121029 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 6144 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 4565 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 125594 |
| IRS990/LegalDomicileStateCd | 0 | NJ |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 9815126 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | To provide health and welfare benefits |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 11209925 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 10720094 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -53189 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -53189 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -45075 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 21727 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 19654 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 775934 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1124865 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 43696 |
| IRS990/OtherExpensesGrp/Desc | 0 | Miscellaneous |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 2195 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 143015 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 77173 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 9531 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 35579 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessAddress/BusinessNameLine1 | 0 | Board of Trustess |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Employers' Contributions |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Participants' Contributions |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | High Claims Stop Loss |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | Interest on Employer Delinquencies |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 11885361 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 246051 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 772619 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 19005 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 11793925 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 155269 |
| IRS990/PYOtherExpensesAmt | 0 | 359121 |
| IRS990/PYOtherRevenueAmt | 0 | 340 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 12483851 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 250029 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 236385 |
| IRS990/PYTotalExpensesAmt | 0 | 12389431 |
| IRS990/PYTotalRevenueAmt | 0 | 12639460 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -444756 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 11209925 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 10720094 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 501543 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 155582 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 4565 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 121029 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 125594 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 32071 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 13551422 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 32071 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 32071 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -45075 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 67835 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 44153 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 2 | 736484 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 3 | 254844 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 4 | 11642 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 5 | 9907 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | Accrued Interest and Dividends |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | Prescription Program Rebates Receivable |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 2 | Stop-Loss Insurance Recoveries Receivable |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 3 | Advance Deposit |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 4 | Due From Local 469 Pension Fund |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 5 | Due From Local 469 Annuity Fund |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Due to Local 469 Pension Fund |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Due to Local 469 Annuity Fund |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | Due to Brokers for Securities Purchased |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -45075 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 32071 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 13106666 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 4565 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 1124865 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 13583493 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 13138737 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 13061591 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 13551422 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 50076 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 138194 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 1 | 114715 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 2 | 96681 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 3 | 112622 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 14767 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 49596 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 1 | 66308 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 2 | 28514 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 3 | 67135 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 2007 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 1 | 2064 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 2 | 1711 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | FREDRICK POTTER JR |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | MICHAEL BRODERICK |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 2 | MARIA CATENACCI |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 3 | MICHAEL TKATCH |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 64843 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 189797 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 1 | 183087 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 2 | 125195 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 3 | 181468 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | false |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | See Attached Explanation |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | See Attached Explanation |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | See Attached Explanation |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | See Attached Explanation |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | All documents are made available to the public upon request and at the Fund's office. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | See Attached |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt VI, Line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Pt VI, Line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Pt VI, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Schedule R |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 1 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 2 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 3 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 4 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 5 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 6 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 7 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 8 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 9 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 10 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 11 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 12 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 13 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 14 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 15 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 16 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 17 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 18 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 19 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 20 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 21 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 22 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 23 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 24 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 25 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 26 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 27 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 28 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 29 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 30 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 31 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 32 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 33 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 34 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 35 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 36 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 37 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 38 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 39 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 40 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 41 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 42 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 43 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 44 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 45 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1 | 46 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 223220409 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 1 | 222346498 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 2 | 222007293 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 3 | 223368707 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 4 | 222485848 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 5 | 210475060 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 6 | 221734209 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 7 | 222461848 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 8 | 203706600 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 9 | 222382970 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 10 | 221712199 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 11 | 221521165 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 12 | 221413988 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 13 | 731285864 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 14 | 592364035 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 15 | 221615691 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 16 | 223299791 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 17 | 231699847 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 18 | 231535602 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 19 | 221925876 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 20 | 210665029 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 21 | 221200060 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 22 | 135207035 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 23 | 223665728 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 24 | 208048384 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 25 | 221688446 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 26 | 203711316 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 27 | 223131714 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 28 | 223036992 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 29 | 362590063 |
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Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.