Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
990 • Fiscal year 2018 • EIN 22-6211042
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
32nd percentile
Higher net margin than 32% of similar nonprofits.
Top Officer Pay
40th percentile
Higher top officer pay than 40% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
37th percentile
Faster asset growth than 37% of similar nonprofits.
Revenue Growth
77th percentile
Faster revenue growth than 77% of similar nonprofits.
Assets
Down$23,628,111
Down $211,819 (-0.9%) from 2017
Net Assets
Down$18,250,798
Down $193,060 (-1.0%) from 2017
Liabilities
Down$5,377,313
Down $18,759 (-0.3%) from 2017
Revenue
Up$32,115,989
Up $3,587,675 (+13%) from 2017
Expenses
Up$32,099,258
Up $3,033,349 (+10%) from 2017
Net Income
Up$16,731
Up $554,326 (+103%) from 2017
Provide group health benefits for eligible participants
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $18,443,858 | $18,250,798 | ▼ $193,060 |
| Accounts Receivable | $2,488,837 | $3,441,560 | ▲ $952,723 |
| Savings and Temporary Cash Investments | $2,288,258 | $1,784,657 | ▼ $503,601 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $0 | $0 | → $0 |
| Total Assets | $23,839,930 | $23,628,111 | ▼ $211,819 |
| Other Assets Total | $19,062,835 | $18,401,894 | ▼ $660,941 |
| Liabilities | |||
| Other Liabilities | $3,520,000 | $3,776,000 | ▲ $256,000 |
| Accounts Payable and Accrued Expenses | $1,876,072 | $1,601,313 | ▼ $274,759 |
| Total Liabilities | $5,396,072 | $5,377,313 | ▼ $18,759 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $18,443,858 | $18,250,798 | ▼ $193,060 |
| Total Liabilities and Net Assets / Fund Balance | $23,839,930 | $23,628,111 | ▼ $211,819 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $18,401,894 | - | - |
| Name | Title |
|---|---|
| Emanual a Santos | Trustee |
| Eric T Austin | Trustee |
| Frank N Hughes | Trustee |
| John Mcquilken | Trustee |
| Marty Drobny | Trustee |
| Michael Maloney | Trustee |
| Michael Rapp | Trustee |
| Paul a Kelly | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Ie Shaffer & Co | Tpa | 830 BEAR TAVERN ROAD, West Trenton, NJ 08628 | $624,761 |
| Line Item | Amount |
|---|---|
| Other Expenses | $772,075 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $31,327,183 | - | - | $31,327,183 |
| Fees for Services Management | - | $624,761 | - | $624,761 |
| Fees for Services Legal | - | $51,943 | - | $51,943 |
| Fees for Services Accounting | - | $46,598 | - | $46,598 |
| Office Expenses | - | $35,603 | - | $35,603 |
| Other Expenses | - | $6,667 | - | $6,667 |
| Fees for Services Other | - | $4,000 | - | $4,000 |
| Insurance | - | $2,503 | - | $2,503 |
| Total Functional Expenses | $31,327,183 | $772,075 | $0 | $32,099,258 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $32,099,258 |
| Expenses per Audited Statements | $31,843,258 |
| Total Expenses per Audited Statements | $31,843,258 |
| Expenses Not Reported on Financial Statements | $256,000 |
| Other Expense Adjustments | $256,000 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Claims Payable | $3,776,000 |
“A copy of the return has been provided to the trustees for their review and comment prior to its submission”
“Governing documents and financial statements are made available upon request or may be examined at the address of the plan”
“There has been no change to the process”
“CLAIMS PAYABLE”
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 | 1876072 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 1601313 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 2488837 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 3441560 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 31327183 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 31327183 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | IE SHAFFER & CO |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6097181323 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 830 BEAR TAVERN ROAD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WEST TRENTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 08628 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 18443858 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 18250798 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| 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 | 624761 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 830 BEAR TAVERN ROAD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | WEST TRENTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 08628 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | IE SHAFFER & CO |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | TPA |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 31327183 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 551965 |
| IRS990/CYOtherExpensesAmt | 0 | 772075 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 31564024 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 16731 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 32099258 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 32115989 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 31327183 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 46598 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 46598 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 51943 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 51943 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 624761 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 624761 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 4000 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 4000 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| 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 | 1.00 |
| 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/IndividualTrusteeOrDirectorInd | 7 | 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/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | EMANUAL A SANTOS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | FRANK N HUGHES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MICHAEL RAPP |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MARTY DROBNY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | PAUL A KELLY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JOHN MCQUILKEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ERIC T AUSTIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MICHAEL MALONEY |
| 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 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 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/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1974 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 32115989 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 2503 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 2503 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 551965 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 551965 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NJ |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 18443858 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 18250798 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -209791 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 35603 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 35603 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 19062835 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 18401894 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | PCORI FEES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 6667 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 6667 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 3520000 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 3776000 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | JONATHAN D LEVINE |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 230000 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 230000 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 230000 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 230000 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | STOP LOSS REIMBURSEMEN |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | COBRA CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | RETIREE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 29758210 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 1218349 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 302640 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 284825 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 29758210 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1218349 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 302640 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 284825 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 28342964 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 598414 |
| IRS990/PYOtherExpensesAmt | 0 | 722945 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 27929900 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -537595 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 29065909 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 28528314 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 16731 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 32115989 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 2288258 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1784657 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 256000 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 31843258 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -209791 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 18401894 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | PRUDENTIAL FINANCIAL GUARANTEED DEPOSIT |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 256000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 3776000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | CLAIMS PAYABLE |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -209791 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 32115989 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | CLAIMS PAYABLE |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part XII, Line 4b - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 18401894 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 32099258 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 3776000 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 32115989 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 31906198 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 31843258 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | A COPY OF THE RETURN HAS BEEN PROVIDED TO THE TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO ITS SUBMISSION |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST OR MAY BE EXAMINED AT THE ADDRESS OF THE PLAN |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | There has been no change to the process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part XII, Line 2c |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 2 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 1 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 2 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | REFRIGERATION AC & SER ANNUITY FD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | REFRIGERATION AC & SER PENSION FD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 2 | REFRIGERATION AC & SER EDUCATION FD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 222585171 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 226109064 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 2 | 237036586 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | NJ |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | NJ |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 2 | NJ |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 830 BEAR TAVERN ROAD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 830 BEAR TAVERN ROAD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 2 | 830 BEAR TAVERN ROAD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | WEST TRENTON |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | WEST TRENTON |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 2 | WEST TRENTON |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | NJ |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 2 | NJ |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 08628 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 08628 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 2 | 08628 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 23839930 |
| IRS990/TotalAssetsEOYAmt | 0 | 23628111 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 23839930 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 23628111 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 772075 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 31327183 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 32099258 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 5396072 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 5377313 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 5396072 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 5377313 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 18443858 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 18250798 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 31327183 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 31564024 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 32115989 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 32115989 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 23839930 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 23628111 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 830 BEAR TAVERN ROAD |
| IRS990/USAddress/CityNm | 0 | WEST TRENTON |
| IRS990/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/USAddress/ZIPCd | 0 | 08628 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JONATHAN D LEVINE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | ADMINISTRATOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6098836688 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-01-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | REFRIGERATION AC AND SERVICE DIV |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | WELFARE FUND - C/O IE SHAFFER & CO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | REFR |
| ReturnHeader/Filer/EIN | 0 | 226211042 |
| ReturnHeader/Filer/PhoneNum | 0 | 6097181323 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 830 BEAR TAVERN ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WEST TRENTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NJ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 08628 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 3F9D418A73777B34BCFC18B6CB480D3376541AEA |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 3F9D418A73777B34BCFC18B6CB480D3376541AEA |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 96.235.130.34 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-01-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ES |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 17:35:34 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 221750854 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | I E Shaffer & Co |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 830 Bear Tavern Road |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | West Trenton |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NJ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 08628 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6097181323 |
| ReturnHeader/ReturnTs | 0 | 2019-01-15T16:31:18-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-03-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-02-28 |
| ReturnHeader/TaxYr | 0 | 2017 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.