Civic Intelligence

International Operating Engineers Union 49 Health and Welfare Fund

990 • Fiscal year 2017 • EIN 23-7015120

Jun 01, 2016 to May 31, 2017 • Filed on Dec 20, 2017

3001 Metro Drive No 500Bloomington, MN 55425

(952) 854-0795

Siviq Scores

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

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.03x

Higher debt load relative to revenue than 40% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Net Margin

40th percentile

1.9%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

62nd percentile

$199,720

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Asset Growth

41st percentile

7.6%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

7.2%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Assets

Up

$263,502,083

Up $18,591,826 (+7.6%) from 2016

Net Assets

Up

$258,691,804

Up $18,058,610 (+7.5%) from 2016

Liabilities

Up

$4,810,279

Up $533,216 (+12%) from 2016

Revenue

Up

$177,763,021

Up $11,954,785 (+7.2%) from 2016

Expenses

Up

$174,414,748

Up $18,729,605 (+12%) from 2016

Net Income

Down

$3,348,273

Down $6,774,820 (-67%) from 2016

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2011: $170,379,821Liabilities 2011: $3,529,183Net Assets 2011: $166,850,6382011Assets 2012: $186,742,074Liabilities 2012: $4,130,390Net Assets 2012: $182,611,6842012Assets 2013: $198,266,368Liabilities 2013: $3,614,970Net Assets 2013: $194,651,3982013Assets 2014: $223,469,719Liabilities 2014: $4,631,856Net Assets 2014: $218,837,8632014Assets 2015: $240,647,325Liabilities 2015: $4,606,812Net Assets 2015: $236,040,5132015Assets 2016: $244,910,257Liabilities 2016: $4,277,063Net Assets 2016: $240,633,1942016Assets 2017: $263,502,083Liabilities 2017: $4,810,279Net Assets 2017: $258,691,8042017Assets 2018: $278,920,254Liabilities 2018: $5,166,938Net Assets 2018: $273,753,3162018Assets 2019: $264,597,271Liabilities 2019: $4,965,830Net Assets 2019: $259,631,4412019Assets 2020: $275,244,066Liabilities 2020: $5,106,641Net Assets 2020: $270,137,4252020Assets 2021: $333,006,559Liabilities 2021: $5,666,382Net Assets 2021: $327,340,1772021Assets 2022: $286,515,108Liabilities 2022: $5,620,136Net Assets 2022: $280,894,9722022Assets 2023: $261,152,900Liabilities 2023: $6,398,519Net Assets 2023: $254,754,3812023Assets 2024: $273,000,965Liabilities 2024: $7,435,030Net Assets 2024: $265,565,9352024

Highlighted filing

2017

Assets$263,502,083
Liabilities$4,810,279
Net Assets$258,691,804

Operations Trend

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

$300M$200M$100M$0-$100MExpenses 2011: $98,334,8962011Expenses 2012: $101,997,4092012Expenses 2013: $121,201,3582013Revenue 2014: $141,071,290Expenses 2014: $125,632,795Net Income 2014: $15,438,4952014Revenue 2015: $157,887,795Expenses 2015: $143,240,083Net Income 2015: $14,647,7122015Revenue 2016: $165,808,236Expenses 2016: $155,685,143Net Income 2016: $10,123,0932016Revenue 2017: $177,763,021Expenses 2017: $174,414,748Net Income 2017: $3,348,2732017Revenue 2018: $187,518,459Expenses 2018: $180,251,900Net Income 2018: $7,266,5592018Revenue 2019: $202,617,145Expenses 2019: $213,210,786Net Income 2019: -$10,593,6412019Revenue 2020: $213,352,248Expenses 2020: $203,160,625Net Income 2020: $10,191,6232020Revenue 2021: $229,673,316Expenses 2021: $211,876,116Net Income 2021: $17,797,2002021Revenue 2022: $232,318,179Expenses 2022: $252,393,049Net Income 2022: -$20,074,8702022Revenue 2023: $242,223,199Expenses 2023: $266,059,773Net Income 2023: -$23,836,5742023Revenue 2024: $270,552,928Expenses 2024: $276,642,390Net Income 2024: -$6,089,4622024

Highlighted filing

2017

Revenue$177,763,021
Expenses$174,414,748
Net Income$3,348,273
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Dec 20, 2017
Return Version
2016v3.0
Gross Receipts
$192,179,508
Mission and Program Overview

Mission

Payment of health care benefits for eligible participants and dependents as provided by the plan document.

HEALTH AND WELFARE FUND

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$240,633,194$258,691,804▲ $18,058,610
Investments in Publicly Traded Securities$202,435,911$216,217,924▲ $13,782,013
Accounts Receivable$15,059,340$17,512,605▲ $2,453,265
Savings and Temporary Cash Investments$9,923,067$15,811,463▲ $5,888,396
Cash and Non-Interest-Bearing Accounts$11,628,325$7,833,720▼ $3,794,605
Investments Other Securities$5,825,811$6,072,183▲ $246,372
Prepaid Expenses and Deferred Charges$33,743$32,970▼ $773
Land, Buildings, and Equipment, Net$4,060$21,218▲ $17,158
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$244,910,257$263,502,083▲ $18,591,826
Liabilities
Deferred Revenue$3,111,195$3,568,748▲ $457,553
Accounts Payable and Accrued Expenses$927,871$878,676▼ $49,195
Other Liabilities$237,997$362,855▲ $124,858
Total Liabilities$4,277,063$4,810,279▲ $533,216
Net Assets / Fund Balance
Total Net Assets Fund Balance$240,633,194$258,691,804▲ $18,058,610
Total Liabilities and Net Assets / Fund Balance$244,910,257$263,502,083▲ $18,591,826

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,218$18,081$39,299
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha LafaveFund CoordinatorFT$114,233$49,890$164,123

Board Members and Trustees

NameTitle
Glen JohnsonChairman
Gene GroverAlternate Trustee
Kim WalkerAlternate Trustee
Clayton JohnsonTrustee
Jason GeorgeTrustee
Mark HubbardTrustee
Steve HallTrustee
Steven PiperTrustee
Timothy GillenTrustee
William PattSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson-mcshane CorporationThird Party Administrator3001 METRO DRIVE SUITE 500, Bloomington, MN 55425$2,330,830
Bluecross Blueshield Of MnPpo Access Fee1200 YANKEE DOODLE ROAD, Eagan, MN 55122$2,313,614
Delphi Of FloridaMedical Consulting12425 28TH STREET NORTH, St Petersburg, FL 33716$876,130
Mcgrann Shea Carnival Straughn & LambLegal Consulting800 NICOLLET MALL SUITE 2600, Minneapolis, MN 55402$628,986
Stairway Partners LLCInvestment Services2215 YORK ROAD, Oak Brook, IL 60523$557,914
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$171,820,757
Investment Income
$5,939,088
Other Revenue
$3,176
Change in Net Assets
$3,348,273

Audited Revenue Reconciliation

Revenue per Audited Statements
$177,174,556
Revenue Not Reported on Financial Statements
$588,465
Revenue Not Reported on Form 990
$14,710,337
Total Revenue per Audited Statements
$191,884,893
Total Revenue per Form 990
$177,763,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,583,915
Salaries, Compensation, and Employee Benefits$280,873
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$169,549,960
Fees for Services Management---$2,280,301
Fees for Services Legal---$688,443
Fees for Service Investment Mgmnt Fees---$588,465
Other Salaries and Wages---$175,360
Fees for Services Other---$138,714
Office Expenses---$100,845
Conferences and Meetings---$68,715
Pension Plan Contributions---$62,375
Insurance---$52,698
Fees for Services Accounting---$30,500
Other Employee Benefits---$29,641
Other Expenses---$28,800
Payroll Taxes---$13,497
Advertising---$13,109
Depreciation Depletion---$8,774
Travel---$3,742
Total Functional Expenses$0$0$0$174,414,748

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$174,414,748
Expenses per Audited Statements$173,826,283
Total Expenses per Audited Statements$173,826,283
Expenses Not Reported on Financial Statements$588,465
Expenses Not Reported on Form 990$0
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
Deposits Held for Other Funds$362,855
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Although the board of trustees retains the ultimate responsibility, the board has delegated the day to day administrative duties to wilson-mcshane corporation as the third party administrator of the fund.

Form 990, Part VI, Section A, Line 7A

The fund shall be administered by an equal number of trustees, half of whom shall be appointed by international union of operating engineers local no. 49 and shall act as union trustees, and half of whom shall be appointed by associated general contractors of minnesota, inc. Minneapolis and st. Paul builders division and highway and heavy division and shall act as employer trustees.

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

Form 990 is provided to the entire board of trustees for review before the form 990 is filed.

Form 990, Part VI, Section B, Line 12C

Each trustee is required to annually sign a statement which affirms that each trustee: has received a copy of the conflict of interest policy, has read and understands the policy, and has agreed to comply with the policy. In addition, to ensure the plan operates in a manner consistent with its purposes and does not engage in activities that could jeopardize its lawful status and allow the trustees to fulfill their fiduciary obligations, periodic reviews of compliance with the conflict of interest policy are conducted by the trustees and the plan's attorney.

Form 990, Part VI, Section C, Line 19

The plan makes its governing documents, conflict of interest policy, and financial statements available at the fund office.

Filing and Contact Details

Filer

Filer Name
International Operating Engineers Union
EIN
23-7015120
Phone
9528540795
Address
3001 METRO DRIVE NO 500, BLOOMINGTON, MN 55425

Signing Officer

Name
Glen Johnson
Title
Chairman
Phone
9528540795
Signed
2017-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glen Johnson
Formed
1968
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
0
Employees
124
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
6800 FRANCE AVENUE SO SUITE 550, EDINA, MN 55435
Preparer
Eric C Baertsch
Phone
9528413950
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The plan files form 990, return of organization exempt from income tax, and form 5500, annual return/report of employee benefit plan. The plan's returns are subject to examination by the internal revenue service until the applicable statute of limitations expires.

Raw XML AppendixShowing 400 of 3,029 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/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10FUND COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01518591
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015935078
IRS990/GrossReceiptsAmt0192179508
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt052698
IRS990/InvestmentIncomeGrp/ExclusionAmt04420497
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04420497
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05825811
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06072183
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0202435911
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0216217924
IRS990/IRPDocumentCnt01482
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018081
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04060
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021218
IRS990/LandBldgEquipCostOrOtherBssAmt039299
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014416487
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PAYMENT OF HEALTH CARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND DEPENDENTS AS PROVIDED BY THE PLAN DOCUMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0240633194
IRS990/NetAssetsOrFundBalancesEOYAmt0258691804
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01518591
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01518591
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt014710337
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0100845
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029641
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0580809
IRS990/OtherExpensesGrp/TotalAmt128800
IRS990/OtherLiabilitiesGrp/BOYAmt0237997
IRS990/OtherLiabilitiesGrp/EOYAmt0362855
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LITIGATION PROCEEDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt03176
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03176
IRS990/OtherRevenueTotalAmt03176
IRS990/OtherSalariesAndWagesGrp/TotalAmt0175360
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt013497
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt062375
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033743
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032970
IRS990/PrincipalOfficerNm0GLEN JOHNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTIC/RETIREE CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc2HRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3NON-BARGAINING CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc4RECIPROCITY CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0131710133
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111855423
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210206887
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39212865
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt45334868
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0131710133
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111855423
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210206887
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39212865
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt45334868
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0151042283
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03519325
IRS990/PYOtherExpensesAmt04387303
IRS990/PYOtherRevenueAmt011400
IRS990/PYProgramServiceRevenueAmt0162277511
IRS990/PYRevenuesLessExpensesAmt010123093
IRS990/PYSalariesCompEmpBnftPaidAmt0255557
IRS990/PYTotalExpensesAmt0155685143
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0165808236
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03348273
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0240633194
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0258691804
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09923067
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015811463
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt021218
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018081
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt039299
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0588465
IRS990ScheduleD/ExpensesSubtotalAmt0173826283
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0588465
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0588465
IRS990ScheduleD/NetUnrealizedGainsInvstAmt014710337
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0362855
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS HELD FOR OTHER FUNDS
IRS990ScheduleD/RevenueNotReportedAmt014710337
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0588465
IRS990ScheduleD/RevenueSubtotalAmt0177174556
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021218
IRS990ScheduleD/TotalExpensesPerForm990Amt0174414748
IRS990ScheduleD/TotalLiabilityAmt0362855
IRS990ScheduleD/TotalRevenuePerForm990Amt0177763021
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0191884893
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0173826283
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5114233
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0149959
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1129028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2108097
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3113334
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4108097
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt535070
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt035181
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt135128
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt234812
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt334357
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt434812
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$273$7.44$266$271$277$6.09
2023Detailed filing. Detailed filing data is available for this year.$261$6.40$255$242$266$23.8
2022Detailed filing. Detailed filing data is available for this year.$287$5.62$281$232$252$20.1
2021Detailed filing. Detailed filing data is available for this year.$333$5.67$327$230$212$17.8
2020Detailed filing. Detailed filing data is available for this year.$275$5.11$270$213$203$10.2
2019Detailed filing. Detailed filing data is available for this year.$265$4.97$260$203$213$10.6
2018Detailed filing. Detailed filing data is available for this year.$279$5.17$274$188$180$7.27
2017Detailed filing. Detailed filing data is available for this year.$264$4.81$259$178$174$3.35
2016Detailed filing. Detailed filing data is available for this year.$245$4.28$241$166$156$10.1
2015Detailed filing. Detailed filing data is available for this year.$241$4.61$236$158$143$14.6
2014Detailed filing. Detailed filing data is available for this year.$223$4.63$219$141$126$15.4
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$198$3.61$195$121
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$187$4.13$183$102
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$170$3.53$167$98.3