Civic Intelligence

Njbls Welfare Fund

990 • Fiscal year 2020 • EIN 22-1764453

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 11, 2021

Organization ProfileN/A

View Organization Page

3218 Kennedy BlvdJersey City, NJ 07306-3416

(201) 963-0633

Siviq Scores

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

Liabilities / Assets

66th percentile

0.12x

Higher debt load relative to assets than 66% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

0.31x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

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

Top Officer Pay

87th percentile

$387,247

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

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

Asset Growth

28th percentile

2.2%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

16th percentile

-14%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$108,198,197

Up $2,284,378 (+2.2%) from 2019

Net Assets

Up

$95,009,795

Up $5,395,194 (+6.0%) from 2019

Liabilities

Down

$13,188,402

Down $3,110,816 (-19%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin62nd percentile

Revenue

Down

$42,193,271

Down $6,782,952 (-14%) from 2019

Expenses

Down

$38,390,904

Down $5,245,501 (-12%) from 2019

Net Income

Down

$3,802,367

Down $1,537,451 (-29%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2020

Assets$108,198,197
Liabilities$13,188,402
Net Assets$95,009,795
Open 2020 Filing

Operations Trend

Revenue Growth16th 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

2020

Revenue$42,193,271
Expenses$38,390,904
Net Income$3,802,367
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 11, 2021
Return Version
2020v4.1
Gross Receipts
$91,013,526
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$89,614,601$95,009,795▲ $5,395,194
Investments in Publicly Traded Securities$71,342,060$81,217,355▲ $9,875,295
Cash and Non-Interest-Bearing Accounts$25,940,315$17,513,192▼ $8,427,123
Accounts Receivable$7,802,654$8,633,635▲ $830,981
Land, Buildings, and Equipment, Net$140,790$146,015▲ $5,225
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$105,913,819$108,198,197▲ $2,284,378
Other Assets Total$688,000$688,000→ $0
Liabilities
Other Liabilities$15,353,278$12,233,011▼ $3,120,267
Accounts Payable and Accrued Expenses$805,949$802,681▼ $3,268
Deferred Revenue$139,991$152,710▲ $12,719
Total Liabilities$16,299,218$13,188,402▼ $3,110,816
Net Assets / Fund Balance
Total Net Assets Fund Balance$89,614,601$95,009,795▲ $5,395,194
Total Liabilities and Net Assets / Fund Balance$105,913,819$108,198,197▲ $2,284,378

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$141,742$113,813$255,555
Other Land Buildings$4,273$34,180$38,453
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Castrovinci Thru 1020Fund Admin.FT$321,899$65,348$387,247
Kimberly KempleCollections MgrFT$149,194$65,026$214,220
Walkidia StatenBookkeeperFT$108,559$59,925$168,484
Betty Jo Lesonsky Eff 1020Fund Admin.FT$51,519$11,500$63,019

Board Members and Trustees

NameTitle
Jack KocsisCo-chairman
Raymond M PocinoCo-chairman
Carl StylesTrustee
Christopher CupoTrustee
Joseph GiordanoTrustee
Michael FitzpatrickTrustee
Paul RoldanTrustee
Phil PricsoTrustee
Robert DrobishTrustee
Robert GariepyTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Health Care Services INCMedical Service Fees185 ASYLUM STREET, Hartford, CT 06103$769,295
Kroll Heineman Ptasiewicz & ParsonsLegal99 WOOD AVE SO STE 307, Iselin, NJ 08830$649,536
Schultheis & Panettieri LLPAuditing450 WIRELESS BLVD, Hauppauge, NY 11788$606,503
The Segal Company (eastern States) INCActuarial Consulting333 WEST 34TH STREET, New York, NY 10001$131,900
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$38,771,348
Investment Income
$3,418,429
Other Revenue
$3,494
Change in Net Assets
$3,802,367

Audited Revenue Reconciliation

Revenue per Audited Statements
$42,057,964
Revenue Not Reported on Financial Statements
$135,307
Revenue Not Reported on Form 990
$1,592,827
Total Revenue per Audited Statements
$43,650,791
Total Revenue per Form 990
$42,193,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,689,835
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-266,419

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$35,967,488
Other Salaries and Wages---$945,932
Fees for Services Legal---$788,154
Current Officers, Directors, Trustees, and Key Employees---$769,951
Fees for Services Accounting---$650,650
Pension Plan Contributions---$508,952
Other Employee Benefits---$343,943
Office Expenses---$258,336
Fees for Services Other---$189,300
Insurance---$181,896
Information Technology---$149,624
Fees for Service Investment Mgmnt Fees---$135,307
Payroll Taxes---$121,057
Occupancy---$62,783
Depreciation Depletion---$33,436
Conferences and Meetings---$32,440
Other Expenses---$-2,815,937
Total Functional Expenses$0$0$0$38,390,904

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$39,701,327
Total Expenses per Audited Statements$39,701,327
Total Expenses per Form 990$38,390,904
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-1,310,423
Other Expense Adjustments$-1,445,730
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 Affiliates$7,550,976
Plans Current Benefit Obligations$4,016,655
Due to Broker$665,380
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 jointly administered by trustees who are appointed by the district council and by the employer association.”

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

“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, Section B, Line 12C

“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, Section C, Line 19

“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 07306-3416

Signing Officer

Name
Raymond M Pocino
Title
Co-chairman
Phone
2019630633
Signed
2021-10-11
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Nj
Voting Board Members
10
Independent Board Members
10
Employees
21
Volunteers
0

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 ADJUSTMENTS:

“Change in ibnr -1,445,730.”

Raw XML AppendixShowing 400 of 760 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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11154930
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12108559
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1351519
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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/TitleTxt9FUND ADMIN.
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11COLLECTIONS MGR
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOOKKEEPER
IRS990/Form990PartVIISectionAGrp/TitleTxt13FUND ADMIN.
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IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01916425
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt050736680
IRS990/GrossReceiptsAmt091013526
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt0181896
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01502004
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt071342060
IRS990/InvestmentsPubTradedSecGrp/EOYAmt081217355
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0147993
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0140790
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0146015
IRS990/LandBldgEquipCostOrOtherBssAmt0294008
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt048820255
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE TRUST IS TO PROVIDE MEDICAL AND DEATH BENEFITS TO ELIGIBLE ACTIVE AND RETIREE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt089614601
IRS990/NetAssetsOrFundBalancesEOYAmt095009795
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01916425
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01916425
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01592827
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt062783
IRS990/OfficeExpensesGrp/TotalAmt0258336
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0688000
IRS990/OtherAssetsTotalGrp/EOYAmt0688000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0343943
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/TotalAmt067592
IRS990/OtherExpensesGrp/TotalAmt1-2815937
IRS990/OtherLiabilitiesGrp/BOYAmt015353278
IRS990/OtherLiabilitiesGrp/EOYAmt012233011
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03494
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03494
IRS990/OtherRevenueTotalAmt03494
IRS990/OtherSalariesAndWagesGrp/TotalAmt0945932
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0121057
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0508952
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0238900
IRS990/ProgramServiceRevenueGrp/BusinessCd1238900
IRS990/ProgramServiceRevenueGrp/BusinessCd2238900
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc2MEDICARE PART D
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036209464
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12448579
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2113305
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036209464
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12448579
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2113305
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt041288192
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02364703
IRS990/PYOtherExpensesAmt0176210
IRS990/PYOtherRevenueAmt02608
IRS990/PYProgramServiceRevenueAmt046608912
IRS990/PYRevenuesLessExpensesAmt05339818
IRS990/PYSalariesCompEmpBnftPaidAmt02172003
IRS990/PYTotalExpensesAmt043636405
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt048976223
IRS990/ReconcilationRevenueExpnssAmt03802367
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt089614601
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt095009795
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0141742
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0113813
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0255555
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-1310423
IRS990ScheduleD/ExpensesSubtotalAmt039701327
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0135307
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0135307
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01592827
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-1445730
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04273
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034180
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038453
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07550976
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14016655
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2665380
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PLANS CURRENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO BROKER
IRS990ScheduleD/RevenueNotReportedAmt01592827
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0135307
IRS990ScheduleD/RevenueSubtotalAmt042057964
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN IBNR -1,445,730.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalExpensesPerForm990Amt038390904
IRS990ScheduleD/TotalLiabilityAmt012233011
IRS990ScheduleD/TotalRevenuePerForm990Amt042193271
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt043650791
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt039701327
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0321899
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1149194
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2108559
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt035370
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt135370
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt235744
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt023920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt123920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt224181
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt06058
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt15736
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,198,197
Liabilities
$13,188,402
Net assets
$95,009,795
Revenue
$42,193,271
Expenses
$38,390,904
Net income
$3,802,367
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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