Civic Intelligence

International Operating Engineers Union 49 Health and Welfare Fund

990 • Fiscal year 2020 • EIN 23-7015120

Jun 01, 2019 to May 31, 2020 • Filed on Mar 04, 2021

Organization ProfileWWW.HEALTH49.ORG

View Organization Page

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

48th percentile

0.02x

Higher debt load relative to assets than 48% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

38th percentile

0.02x

Higher debt load relative to revenue than 38% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Net Margin

48th percentile

4.8%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

70th percentile

$221,327

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Asset Growth

28th percentile

4.0%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

5.3%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$275,244,066

Up $10,646,795 (+4.0%) from 2019

Net Assets

Up

$270,137,425

Up $10,505,984 (+4.0%) from 2019

Liabilities

Up

$5,106,641

Up $140,811 (+2.8%) from 2019

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin48th percentile

Revenue

Up

$213,352,248

Up $10,735,103 (+5.3%) from 2019

Expenses

Down

$203,160,625

Down $10,050,161 (-4.7%) from 2019

Net Income

Up

$10,191,623

Up $20,785,264 (+196%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

2020

Assets$275,244,066
Liabilities$5,106,641
Net Assets$270,137,425
Open 2020 Filing

Operations Trend

Revenue Growth75th percentile

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

2020

Revenue$213,352,248
Expenses$203,160,625
Net Income$10,191,623
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Mar 4, 2021
Return Version
2019v5.2
Gross Receipts
$238,473,247
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$259,631,441$270,137,425▲ $10,505,984
Investments in Publicly Traded Securities$229,372,194$234,993,022▲ $5,620,828
Accounts Receivable$20,921,967$22,444,307▲ $1,522,340
Cash and Non-Interest-Bearing Accounts$6,315,814$7,045,817▲ $730,003
Savings and Temporary Cash Investments$2,448,011$5,332,457▲ $2,884,446
Investments Other Securities$5,440,044$5,258,405▼ $181,639
Prepaid Expenses and Deferred Charges$39,223$130,972▲ $91,749
Land, Buildings, and Equipment, Net$60,018$39,086▼ $20,932
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$264,597,271$275,244,066▲ $10,646,795
Liabilities
Deferred Revenue$4,103,516$3,953,599▼ $149,917
Accounts Payable and Accrued Expenses$695,399$852,954▲ $157,555
Other Liabilities$166,915$300,088▲ $133,173
Total Liabilities$4,965,830$5,106,641▲ $140,811
Net Assets / Fund Balance
Total Net Assets Fund Balance$259,631,441$270,137,425▲ $10,505,984
Total Liabilities and Net Assets / Fund Balance$264,597,271$275,244,066▲ $10,646,795

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$39,086$71,811$110,897
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha LafaveFund CoordinatorFT$122,527$55,539$178,066
Eric GullandTrustee-past--$35,920$35,920

Board Members and Trustees

NameTitle
Jason GeorgeChairman
William PattChairman-past
Mary WawroAlternate Trustee
Ryan DaviesAlternate Trustee
Adrian JohnsonTrustee
Eugene GroverTrustee
Mark HubbardTrustee
Ronald BoeselTrustee
Steven PiperTrustee
Tony FrattaloneTrustee
Timothy GillenSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson-mcshane CorporationThird Party Administrator3001 METRO DRIVE SUITE 500, Bloomington, MN 55425$2,685,631
Bluecross Blueshield Of MnPpo Access Fee1200 YANKEE DOODLE ROAD, Eagan, MN 55122$2,015,265
Delphi Of FloridaMedical Consulting12425 - 28TH STREET NORTH, St Petersburg, FL 33716$1,025,799
Stairway Partners LLCInvestment Services2215 YORK ROAD, Oak Brook, IL 60523$508,854
Team CorporationEmployee Assistance Program3001 METRO DRIVE SUITE 500, Bloomington, MN 55425$369,356
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$206,690,014
Investment Income
$6,657,276
Other Revenue
$4,958
Change in Net Assets
$10,191,623

Audited Revenue Reconciliation

Revenue per Audited Statements
$212,748,629
Revenue Not Reported on Financial Statements
$603,619
Revenue Not Reported on Form 990
$314,361
Total Revenue per Audited Statements
$213,062,990
Total Revenue per Form 990
$213,352,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,522,152
Salaries, Compensation, and Employee Benefits$328,702
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$198,309,771
Fees for Services Management---$2,651,819
Fees for Service Investment Mgmnt Fees---$603,619
Other Salaries and Wages---$209,908
Fees for Services Legal---$174,860
Office Expenses---$102,585
Fees for Services Other---$91,403
Pension Plan Contributions---$69,246
Insurance---$54,960
Occupancy---$47,431
Conferences and Meetings---$45,019
Other Employee Benefits---$34,778
Fees for Services Accounting---$32,375
Other Expenses---$28,965
Depreciation Depletion---$20,932
Payroll Taxes---$14,770
Travel---$5,322
Advertising---$182
Total Functional Expenses$0$0$0$203,160,625

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$203,160,625
Expenses per Audited Statements$202,557,006
Total Expenses per Audited Statements$202,557,006
Expenses Not Reported on Financial Statements$603,619
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$300,088
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
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 it 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 allows the trustees to fulfill their fiduciary obligations, and does not engage in activities that could jeopardize its lawful status, periodic reviews of compliance with the conflict of interest policy are conducted by the trustees and the fund's attorney.”

Form 990, Part VI, Section C, Line 19

“The fund 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
Jason George
Title
Chairman
Phone
9528540795
Signed
2021-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason George
Formed
1968
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
0
Employees
158
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:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken and recognize a tax liability if the plan has taken uncertain tax positions that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 3,124 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/ReportableCompFromRltdOrgAmt422160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE-PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIRMAN-PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt12FUND COORDINATOR
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt025468090
IRS990/GrossReceiptsAmt0238473247
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0234993022
IRS990/IRPDocumentCnt0149
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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/NetAssetsOrFundBalancesBOYAmt0259631441
IRS990/NetAssetsOrFundBalancesEOYAmt0270137425
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0347091
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0347091
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0314361
IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/TotalAmt0102585
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt034778
IRS990/OtherExpensesGrp/Desc0LITIGATION SETTLEMENT
IRS990/OtherExpensesGrp/Desc1FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0600000
IRS990/OtherExpensesGrp/TotalAmt162680
IRS990/OtherExpensesGrp/TotalAmt228965
IRS990/OtherLiabilitiesGrp/BOYAmt0166915
IRS990/OtherLiabilitiesGrp/EOYAmt0300088
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LITIGATION PROCEEDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt04958
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04958
IRS990/OtherRevenueTotalAmt04958
IRS990/OtherSalariesAndWagesGrp/TotalAmt0209908
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt014770
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt069246
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt039223
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0130972
IRS990/PrincipalOfficerNm0JASON GEORGE
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/Desc4PRESCRIPTION DRUG REBA
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114935919
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212737510
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt311150432
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt46751101
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0155720791
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114935919
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212737510
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt311150432
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt46751101
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0208717017
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07308815
IRS990/PYOtherExpensesAmt04187883
IRS990/PYOtherRevenueAmt012690
IRS990/PYProgramServiceRevenueAmt0195295640
IRS990/PYRevenuesLessExpensesAmt0-10593641
IRS990/PYSalariesCompEmpBnftPaidAmt0305886
IRS990/PYTotalExpensesAmt0213210786
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0202617145
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt010191623
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0259631441
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0270137425
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02448011
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05332457
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt039086
IRS990ScheduleD/EquipmentGrp/DepreciationAmt071811
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0110897
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0603619
IRS990ScheduleD/ExpensesSubtotalAmt0202557006
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0603619
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0603619
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0314361
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0300088
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS HELD FOR OTHER FUNDS
IRS990ScheduleD/RevenueNotReportedAmt0314361
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0603619
IRS990ScheduleD/RevenueSubtotalAmt0212748629
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0203160625
IRS990ScheduleD/TotalLiabilityAmt0300088
IRS990ScheduleD/TotalRevenuePerForm990Amt0213352248
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0213062990
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0202557006
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5122527
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/CompensationBasedOnRltdOrgsAmt0141669
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1118416
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2118416
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3130048
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4164922
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

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Filings

Displayed year

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

Open filing
Assets
$275,244,066
Liabilities
$5,106,641
Net assets
$270,137,425
Revenue
$213,352,248
Expenses
$203,160,625
Net income
$10,191,623
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