Civic Intelligence

Njbls Welfare Fund

990 • Fiscal year 2018 • EIN 22-1764453

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

Organization ProfileN/A

View Organization Page

3218 Kennedy BlvdJersey City, NJ 07306

(201) 963-0633

Siviq Scores

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

Liabilities / Assets

69th percentile

0.15x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.31x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

91st percentile

$349,659

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Asset Growth

50th percentile

3.5%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-1.3%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$95,416,838

Up $3,243,679 (+3.5%) from 2017

Net Assets

Up

$81,058,964

Up $2,561,692 (+3.3%) from 2017

Liabilities

Up

$14,357,874

Up $681,987 (+5.0%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin61st percentile

Revenue

Down

$46,304,385

Down $611,170 (-1.3%) from 2017

Expenses

Down

$41,267,646

Down $111,298 (-0.3%) from 2017

Net Income

Down

$5,036,739

Down $499,872 (-9.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$150M$100M$50M$0Assets 2010: $21,661,874Liabilities 2010: $8,546,603Net Assets 2010: $13,115,2712010Assets 2011: $37,336,630Liabilities 2011: $9,126,747Net Assets 2011: $28,209,8832011Assets 2012: $49,998,778Liabilities 2012: $9,190,623Net Assets 2012: $40,808,1552012Assets 2013: $63,575,212Liabilities 2013: $9,779,534Net Assets 2013: $53,795,6782013Assets 2014: $73,514,674Liabilities 2014: $11,302,643Net Assets 2014: $62,212,0312014Assets 2015: $80,869,114Liabilities 2015: $11,713,031Net Assets 2015: $69,156,0832015Assets 2016: $85,944,335Liabilities 2016: $14,159,094Net Assets 2016: $71,785,2412016Assets 2017: $92,173,159Liabilities 2017: $13,675,887Net Assets 2017: $78,497,2722017Assets 2018: $95,416,838Liabilities 2018: $14,357,874Net Assets 2018: $81,058,9642018Assets 2019: $105,913,819Liabilities 2019: $16,299,218Net Assets 2019: $89,614,6012019Assets 2020: $108,198,197Liabilities 2020: $13,188,402Net Assets 2020: $95,009,7952020Assets 2021: $110,871,064Liabilities 2021: $19,334,324Net Assets 2021: $91,536,7402021Assets 2022: $109,082,418Liabilities 2022: $18,789,038Net Assets 2022: $90,293,3802022Assets 2023: $116,568,226Liabilities 2023: $17,637,873Net Assets 2023: $98,930,3532023Assets 2024: $125,049,099Liabilities 2024: $19,631,416Net Assets 2024: $105,417,6832024

Highlighted filing

2018

Assets$95,416,838
Liabilities$14,357,874
Net Assets$81,058,964
Open 2018 Filing

Operations Trend

Revenue Growth24th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $42,736,0542010Revenue 2011: $48,793,455Expenses 2011: $33,663,555Net Income 2011: $15,129,9002011Expenses 2012: $32,222,0602012Revenue 2013: $43,506,634Expenses 2013: $30,781,438Net Income 2013: $12,725,1962013Revenue 2014: $43,737,011Expenses 2014: $35,776,586Net Income 2014: $7,960,4252014Revenue 2015: $46,826,382Expenses 2015: $39,555,287Net Income 2015: $7,271,0952015Revenue 2016: $43,351,999Expenses 2016: $41,499,467Net Income 2016: $1,852,5322016Revenue 2017: $46,915,555Expenses 2017: $41,378,944Net Income 2017: $5,536,6112017Revenue 2018: $46,304,385Expenses 2018: $41,267,646Net Income 2018: $5,036,7392018Revenue 2019: $48,976,223Expenses 2019: $43,636,405Net Income 2019: $5,339,8182019Revenue 2020: $42,193,271Expenses 2020: $38,390,904Net Income 2020: $3,802,3672020Revenue 2021: $43,109,332Expenses 2021: $46,342,137Net Income 2021: -$3,232,8052021Revenue 2022: $45,310,061Expenses 2022: $37,709,691Net Income 2022: $7,600,3702022Revenue 2023: $44,367,864Expenses 2023: $40,945,063Net Income 2023: $3,422,8012023Revenue 2024: $47,690,432Expenses 2024: $41,514,929Net Income 2024: $6,175,5032024

Highlighted filing

2018

Revenue$46,304,385
Expenses$41,267,646
Net Income$5,036,739
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$85,715,906
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants.

THE PURPOSE OF THE trust IS TO PROVIDE MEDICAL AND DEATH BENEFITS TO ELIGIBLE ACTIVE AND RETIREE PARTICIPANTS AND THEIR DEPENDENTS.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$78,497,272$81,058,964▲ $2,561,692
Investments in Publicly Traded Securities$48,916,810$63,656,573▲ $14,739,763
Cash and Non-Interest-Bearing Accounts$20,679,453$22,573,401▲ $1,893,948
Savings and Temporary Cash Investments$13,162,094$0▼ $13,162,094
Accounts Receivable$7,843,117$8,411,721▲ $568,604
Land, Buildings, and Equipment, Net$31,212$125,143▲ $93,931
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$92,173,159$95,416,838▲ $3,243,679
Other Assets Total$1,540,473$650,000▼ $890,473
Liabilities
Other Liabilities$12,262,703$13,090,887▲ $828,184
Accounts Payable and Accrued Expenses$1,244,586$1,115,666▼ $128,920
Deferred Revenue$168,598$151,321▼ $17,277
Total Liabilities$13,675,887$14,357,874▲ $681,987
Net Assets / Fund Balance
Total Net Assets Fund Balance$78,497,272$81,058,964▲ $2,561,692
Total Liabilities and Net Assets / Fund Balance$92,173,159$95,416,838▲ $3,243,679

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$100,748$8,545$109,293
Other Land Buildings$24,395$78,540$102,935
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary CastrovinciFund Admin.FT$286,803$62,856$349,659
kimberly kemplecollections mgrFT$127,877$62,578$190,455

Board Members and Trustees

NameTitle
Jack KocsisCo-chairman
Raymond M PocinoCo-chairman
Alfred Castagna Thru 318Trustee
Carl StylesTrustee
Gary Ramsey Thru 318Trustee
Joseph Giordano Eff 118Trustee
Michael FitzpatrickTrustee
Paul Roldan Eff 318Trustee
Phil Pricso Eff 118Trustee
Robert Drobish Eff 318Trustee
Robert Epifano Thru 118Trustee
Robert GariepyTrustee
Stanley Thompson Thru 118Trustee
Thomas RamsayTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Health Care Services INCMedical Service Fees185 ASYLUM STREET, Hartford, CT 06103$971,981
Schultheis & Panettieri LLPAuditing450 WIRELESS BLVD, Hauppauge, NY 11788$684,404
Kroll Heineman Carton LLCLegal99 WOOD AVE SO STE 307, Iselin, NJ 08830$592,498
Zenith American SolutionsThird Party Admin10440 LITTLE PATUXENT PKWY, Columbia, MD 21044$363,175
The Segal Company Eastern States INCActuarial Consulting333 WEST 34TH STREET, New York, NY 10001$169,984
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$44,527,098
Investment Income
$1,665,989
Other Revenue
$111,298
Change in Net Assets
$5,036,739

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,154,071
Revenue Not Reported on Financial Statements
$150,314
Revenue Not Reported on Form 990
$-2,475,047
Total Revenue per Audited Statements
$43,679,024
Total Revenue per Form 990
$46,304,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,687,860
Other Expenses$379,751
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$39,200,035
Fees for Services Legal---$735,876
Fees for Services Accounting---$652,934
Other Salaries and Wages---$578,957
Current Officers, Directors, Trustees, and Key Employees---$540,114
Pension Plan Contributions---$289,173
Other Employee Benefits---$210,277
Insurance---$206,958
Fees for Services Other---$196,874
Fees for Service Investment Mgmnt Fees---$150,314
Occupancy---$81,900
Payroll Taxes---$69,339
Office Expenses---$66,505
Information Technology---$37,598
Depreciation Depletion---$22,287
Conferences and Meetings---$4,003
Other Expenses---$-2,209,595
Total Functional Expenses$0$0$0$41,267,646

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$41,267,646
Expenses per Audited Statements$40,739,553
Total Expenses per Audited Statements$40,739,553
Expenses Not Reported on Financial Statements$528,093
Other Expense Adjustments$377,779
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$8,721,494
Plans Current Benefit Obligations$4,369,211
Due to Broker$182
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 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, Line 11B: Form 990 Review Process

“THE FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT OF THE ORGANIZATION AND WAS REVIEWED WITH THE board of trustees PRIOR TO SUBMISSION.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“As required by the fund's policy and by erisa, officers, directors, and key employees have a continuous obligation to report potential conflicts of interest.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to public. Participants may view documents at the fund office upon request to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
Njbls Welfare Fund
EIN
22-1764453
Phone
2019630633
Address
3218 KENNEDY BLVD, JERSEY CITY, NJ 07306

Signing Officer

Name
Mary Castrovinci
Title
Fund Admin.
Signed
2019-11-04
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Nj
Voting Board Members
10
Independent Board Members
10
Employees
15

Preparer

Firm
Schultheis & Panettieri LLP
Address
450 Wireless Blvd, Hauppauge, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Additional Explanations

Schedule O - Supplemental Information

“THE RETIREE PLAN OF THE NJBLS WAS FORMED DURING YEAR ENDed DECEMBER 31, 2011 WITH A SEPARATE PLAN NUMBER BUT THE SAME EIN NUMBER AS THE NJBLS WELFARE FUND. THIS form 990 INCLUDES THE ACTIVITY FROM THE AUDITED FINANCIAL STATEMENTS OF THE NJBLS WELFARE FUND AND THE AUDITED FINANCIAL STATEMENTS OF THE RETIREE PLAN OF THE NJBLS.”

Financial Statement Notes

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“CHANGE IN IBNR $377779”

Raw XML AppendixShowing 400 of 736 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/PersonNm14MARY CASTROVINCI
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14292861
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14FUND ADMIN.
IRS990/Form990PartVIISectionAGrp/TitleTxt15collections mgr
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0330913
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt039742434
IRS990/GrossReceiptsAmt085715906
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt037598
IRS990/InsuranceGrp/TotalAmt0206958
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01335076
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01335076
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt048916810
IRS990/InvestmentsPubTradedSecGrp/EOYAmt063656573
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt087085
IRS990/LandBldgEquipBasisNetGrp/BOYAmt031212
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0125143
IRS990/LandBldgEquipCostOrOtherBssAmt0212228
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt039411521
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PURPOSE OF THE trust IS TO PROVIDE MEDICAL AND DEATH BENEFITS TO ELIGIBLE ACTIVE AND RETIREE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt078497272
IRS990/NetAssetsOrFundBalancesEOYAmt081058964
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0330913
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0330913
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2475047
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt081900
IRS990/OfficeExpensesGrp/TotalAmt066505
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01540473
IRS990/OtherAssetsTotalGrp/EOYAmt0650000
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0210277
IRS990/OtherExpensesGrp/Desc0THIRD PARTY ADMIN
IRS990/OtherExpensesGrp/Desc1PRINTING & POSTAGE
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0363175
IRS990/OtherExpensesGrp/TotalAmt138696
IRS990/OtherExpensesGrp/TotalAmt232226
IRS990/OtherExpensesGrp/TotalAmt3-2209595
IRS990/OtherLiabilitiesGrp/BOYAmt012262703
IRS990/OtherLiabilitiesGrp/EOYAmt013090887
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0111298
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0111298
IRS990/OtherRevenueTotalAmt0111298
IRS990/OtherSalariesAndWagesGrp/TotalAmt0578957
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt069339
IRS990/PensionPlanContributionsGrp/TotalAmt0289173
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIB
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt198626
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22690811
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041737661
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt198626
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22690811
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IRS990/PYInvestmentIncomeAmt01049216
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IRS990/PYOtherExpensesAmt0291237
IRS990/PYOtherRevenueAmt061255
IRS990/PYProgramServiceRevenueAmt045805084
IRS990/PYRevenuesLessExpensesAmt05536611
IRS990/PYSalariesCompEmpBnftPaidAmt01583075
IRS990/PYTotalExpensesAmt041378944
IRS990/PYTotalRevenueAmt046915555
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05036739
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt078497272
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt081058964
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013162094
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0100748
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08545
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0109293
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0528093
IRS990ScheduleD/ExpensesSubtotalAmt040739553
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0150314
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0150314
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2475047
IRS990ScheduleD/OtherExpensesNotIncludedAmt0377779
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt024395
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt078540

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,416,838
Liabilities
$14,357,874
Net assets
$81,058,964
Revenue
$46,304,385
Expenses
$41,267,646
Net income
$5,036,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$125$19.6$105$47.7$41.5$6.18
2023Summary only. Only limited summary data is available for this year.$117$17.6$98.9$44.4$40.9$3.42
2022Summary only. Only limited summary data is available for this year.$109$18.8$90.3$45.3$37.7$7.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$111$19.3$91.5$43.1$46.3$3.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$13.2$95.0$42.2$38.4$3.80
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$16.3$89.6$49.0$43.6$5.34
2018Detailed filing. Detailed filing data is available for this year.$95.4$14.4$81.1$46.3$41.3$5.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.2$13.7$78.5$46.9$41.4$5.54
2016Summary only. Only limited summary data is available for this year.$85.9$14.2$71.8$43.4$41.5$1.85
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.9$11.7$69.2$46.8$39.6$7.27
2014Detailed filing. Detailed filing data is available for this year.$73.5$11.3$62.2$43.7$35.8$7.96
2013Detailed filing. Detailed filing data is available for this year.$63.6$9.78$53.8$43.5$30.8$12.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.0$9.19$40.8$32.2
2011Summary only. Only limited summary data is available for this year.$37.3$9.13$28.2$48.8$33.7$15.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$8.55$13.1$42.7