Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
Liabilities / Revenue
37th percentile
Higher debt load relative to revenue than 37% of similar nonprofits.
Net Margin
88th percentile
Higher net margin than 88% of similar nonprofits.
Top Officer Pay
51st percentile
Higher top officer pay than 51% of similar nonprofits.
Top officer pay equals 0.1% of source-year revenue.
Asset Growth
82nd percentile
Faster asset growth than 82% of similar nonprofits.
Revenue Growth
21st percentile
Faster revenue growth than 21% of similar nonprofits.
Assets
Up$48,106,789
Up $7,757,973 (+19%) from 2019
Net Assets
Up$47,981,823
Up $7,804,656 (+19%) from 2019
Liabilities
Down$124,966
Down $46,683 (-27%) from 2019
Revenue
Down$9,158,632
Down $1,192,691 (-12%) from 2019
Expenses
Down$5,607,559
Down $2,491,560 (-31%) from 2019
Net Income
Up$3,551,073
Up $1,298,869 (+58%) from 2019
The fund shall be used for the purpose of providing health and welfare benefits to covered participants and eligible dependents.
To provide benefit programs to eligible participants.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $40,177,167 | $47,981,823 | ▲ $7,804,656 |
| Investments Other Securities | $38,741,915 | $43,806,445 | ▲ $5,064,530 |
| Cash and Non-Interest-Bearing Accounts | $859,006 | $3,184,911 | ▲ $2,325,905 |
| Accounts Receivable | $720,821 | $1,112,820 | ▲ $391,999 |
| Prepaid Expenses and Deferred Charges | $27,074 | $2,613 | ▼ $24,461 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $40,348,816 | $48,106,789 | ▲ $7,757,973 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $171,649 | $124,966 | ▼ $46,683 |
| Total Liabilities | $171,649 | $124,966 | ▼ $46,683 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $40,177,167 | $47,981,823 | ▲ $7,804,656 |
| Total Liabilities and Net Assets / Fund Balance | $40,348,816 | $48,106,789 | ▲ $7,757,973 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $5,305,611 | - | - |
| Name | Title | Base | Total |
|---|---|---|---|
| Charlie Hall | Trustee | $9,000 | $9,000 |
| Name | Title |
|---|---|
| John Durso | Trustee |
| Mike Oettinger | Trustee |
| Chris Murray | Trustee - Effective 10/20 |
| Martin J Keane | Trustee Retired 10/20 |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Crossroads Healthcare Mgt LLC | Third-party Administrator | PO BOX 90300, Staten Island, NY 10309 | $575,844 |
| Friedman And Anspach | Attorney | 1500 BROADWAY SUITE 2300, New York, NY 10036 | $115,766 |
| Line Item | Amount |
|---|---|
| Other Expenses | $857,671 |
| Salaries, Compensation, and Employee Benefits | $9,000 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $4,740,888 |
| Fees for Services Other | - | - | - | $601,844 |
| Fees for Services Legal | - | - | - | $115,766 |
| Fees for Services Accounting | - | - | - | $79,008 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $24,073 |
| Office Expenses | - | - | - | $20,581 |
| Insurance | - | - | - | $16,399 |
| Other Salaries and Wages | - | - | - | $9,000 |
| Total Functional Expenses | $0 | $0 | $0 | $5,607,559 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $5,607,559 |
| Expenses per Audited Statements | $5,583,486 |
| Total Expenses per Audited Statements | $5,583,486 |
| Expenses Not Reported on Financial Statements | $24,073 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The organization has participants.”
“The organization did not have any committees with authority to act on behalf of the governing board during 2020.”
“The form 990 is reviewed by the board of trustees prior to its filing.”
“The fund makes its governing documents, and financial statements available to the public upon request and they can be examined at the organization office.”
“Third-party administrator 575,844. Actuary 14,000. Consultant 12,000.”
“The fund's process for overseeing the audit of its financial statements and the selection of its independent accountant has not changed from the prior year.”
“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2020, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Employee benefit plans are subject to routine audits by taxing jurisdictions; however there are currently no audits for any tax periods in progress for the plan. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2017.”
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 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 171649 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 124966 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 720821 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1112820 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE BENEFIT PROGRAMS TO ELIGIBLE PARTICIPANTS. |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 4740888 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | CROSSROADS HEALTHCARE MGT LLC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7189668200 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2556 ARTHUR KILL ROAD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | STATEN ISLAND |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 103091226 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 859006 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 3184911 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 575844 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 115766 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | PO BOX 90300 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 1500 BROADWAY SUITE 2300 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | STATEN ISLAND |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | NEW YORK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | NY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 10309 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 10036 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | CROSSROADS HEALTHCARE MGT LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | FRIEDMAN AND ANSPACH |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | THIRD-PARTY ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | ATTORNEY |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 4740888 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1121740 |
| IRS990/CYOtherExpensesAmt | 0 | 857671 |
| IRS990/CYOtherRevenueAmt | 0 | 486 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 8036406 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 3551073 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 9000 |
| IRS990/CYTotalExpensesAmt | 0 | 5607559 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 9158632 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | TO PROVIDE COVERED PARTICIPANTS AND ELIGIBLE DEPENDENTS WITH HEALTH AND WELFARE BENEFITS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 79008 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 115766 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 601844 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 24073 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| 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/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MARTIN J KEANE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | CHARLIE HALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JOHN DURSO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MIKE OETTINGER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CHRIS MURRAY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 9000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE RETIRED 10/20 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE - EFFECTIVE 10/20 |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1962 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 123864 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 649800 |
| IRS990/GrossReceiptsAmt | 0 | 9684568 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 3 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 16399 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 997876 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 997876 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 38741915 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 43806445 |
| IRS990/IRPDocumentCnt | 0 | 243 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 525936 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE FUND SHALL BE USED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO COVERED PARTICIPANTS AND ELIGIBLE DEPENDENTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 40177167 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 47981823 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 123864 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 123864 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 4253583 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 20581 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 486 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 486 |
| IRS990/OtherRevenueTotalAmt | 0 | 486 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 9000 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 27074 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 2613 |
| IRS990/PrincipalOfficerNm | 0 | JOHN DURSO |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | COBRA PARTICIPANTS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8026188 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 10218 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 8026188 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 10218 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 7150651 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1401382 |
| IRS990/PYOtherExpensesAmt | 0 | 939468 |
| IRS990/PYOtherRevenueAmt | 0 | 32457 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 8917484 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 2252204 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 9000 |
| IRS990/PYTotalExpensesAmt | 0 | 8099119 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 10351323 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 3551073 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 40177167 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 47981823 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 24073 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 5583486 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 24073 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 24073 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 4253583 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 25992967 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 4722670 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 7785197 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 3 | 5305611 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | DOMESTIC EQUITY CCT - LONG VIEW LARGE CAP 500 VEBA INDEX FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | COMMON FUND CCT - CORE FIXED INCOME LONG VIEW CORE BOND VEBA FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | BOYD WATTERSON GSA FUND, LP |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 3 | NHIT CORE PLUS FULL DISCRETION TR |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 3 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 4253583 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 24073 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 9134559 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2017. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 43806445 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 5607559 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 9158632 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 13388142 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 5583486 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION HAS PARTICIPANTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD DURING 2020. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO ITS FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE FUND MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THEY CAN BE EXAMINED AT THE ORGANIZATION OFFICE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THIRD-PARTY ADMINISTRATOR 575,844. ACTUARY 14,000. CONSULTANT 12,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE FUND'S PROCESS FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART IX, LINE 11G |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART XII, LINE 2C: |
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| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
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| IRS990/TotalAssetsEOYAmt | 0 | 48106789 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 40348816 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 48106789 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 5607559 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 171649 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 124966 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 171649 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 124966 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 40177167 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 47981823 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 8036406 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 9000 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 1121740 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8036892 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 9158632 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 40348816 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 48106789 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 2556 ARTHUR KILL ROAD |
| IRS990/USAddress/CityNm | 0 | STATEN ISLAND |
| IRS990/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/USAddress/ZIPCd | 0 | 103091226 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN DURSO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7189668200 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ALLIED WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ALLI |
| ReturnHeader/Filer/EIN | 0 | 226062974 |
| ReturnHeader/Filer/PhoneNum | 0 | 7189668200 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2556 ARTHUR KILL ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | STATEN ISLAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 103091226 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 131578842 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BUCHBINDER TUNICK & CO LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | ONE PENN PLAZA - SUITE 3200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NEW YORK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 101190002 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2126955003 |
| ReturnHeader/ReturnTs | 0 | 2021-11-15T11:45:14-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JOHN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | DURSO |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.