Civic Intelligence

International Operating Engineers Union 49 Health and Welfare Fund

990 • Fiscal year 2021 • EIN 23-7015120

Jun 01, 2020 to May 31, 2021 • Filed on Feb 16, 2022

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

52nd percentile

0.02x

Higher debt load relative to assets than 52% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Net Margin

50th percentile

7.7%

Higher net margin than 50% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

69th percentile

$232,585

Higher top officer pay than 69% of similar nonprofits.

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

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Asset Growth

86th percentile

21%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

52nd percentile

7.6%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Assets

Up

$333,006,559

Up $57,762,493 (+21%) from 2020

Net Assets

Up

$327,340,177

Up $57,202,752 (+21%) from 2020

Liabilities

Up

$5,666,382

Up $559,741 (+11%) from 2020

Revenue

Up

$229,673,316

Up $16,321,068 (+7.6%) from 2020

Expenses

Up

$211,876,116

Up $8,715,491 (+4.3%) from 2020

Net Income

Up

$17,797,200

Up $7,605,577 (+75%) from 2020

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

2021

Assets$333,006,559
Liabilities$5,666,382
Net Assets$327,340,177

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

2021

Revenue$229,673,316
Expenses$211,876,116
Net Income$17,797,200
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Feb 16, 2022
Return Version
2020v4.2
Gross Receipts
$252,397,701
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$270,137,425$327,340,177▲ $57,202,752
Investments in Publicly Traded Securities$234,993,022$296,099,376▲ $61,106,354
Accounts Receivable$22,444,307$22,576,857▲ $132,550
Cash and Non-Interest-Bearing Accounts$7,045,817$7,148,679▲ $102,862
Investments Other Securities$5,258,405$4,114,536▼ $1,143,869
Savings and Temporary Cash Investments$5,332,457$2,996,167▼ $2,336,290
Prepaid Expenses and Deferred Charges$130,972$41,723▼ $89,249
Land, Buildings, and Equipment, Net$39,086$29,221▼ $9,865
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$275,244,066$333,006,559▲ $57,762,493
Liabilities
Deferred Revenue$3,953,599$4,406,706▲ $453,107
Accounts Payable and Accrued Expenses$852,954$1,018,666▲ $165,712
Other Liabilities$300,088$241,010▼ $59,078
Total Liabilities$5,106,641$5,666,382▲ $559,741
Net Assets / Fund Balance
Total Net Assets Fund Balance$270,137,425$327,340,177▲ $57,202,752
Total Liabilities and Net Assets / Fund Balance$275,244,066$333,006,559▲ $57,762,493

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,221$29,668$58,889
Compensation and Service Providers

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Bluecross Blueshield Of MnPpo Access Fee1200 YANKEE DOODLE ROAD, Eagan, MN 55122$3,785,483
Wilson-mcshane CorporationThird Party Administrator3001 METRO DRIVE SUITE 500, Bloomington, MN 55425$2,855,803
Team CorporationEmployee Assistance Program3001 METRO DRIVE SUITE 500, Bloomington, MN 55425$1,253,960
Stairway Partners LLCInvestment Services2215 YORK ROAD, Oak Brook, IL 60523$536,134
Delphi Of FloridaMedical Consulting12425 - 28TH STREET NORTH, St Petersburg, FL 33716$438,608
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$217,317,809
Investment Income
$12,258,041
Other Revenue
$97,466
Change in Net Assets
$17,797,200

Audited Revenue Reconciliation

Revenue per Audited Statements
$229,062,593
Revenue Not Reported on Financial Statements
$610,723
Revenue Not Reported on Form 990
$39,405,552
Total Revenue per Audited Statements
$268,468,145
Total Revenue per Form 990
$229,673,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,133,695
Salaries, Compensation, and Employee Benefits$196,633
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$207,545,788
Fees for Services Management---$2,855,803
Fees for Service Investment Mgmnt Fees---$610,723
Fees for Services Legal---$331,845
Other Salaries and Wages---$121,621
Office Expenses---$100,731
Insurance---$55,369
Occupancy---$45,622
Pension Plan Contributions---$44,548
Fees for Services Accounting---$32,920
Other Employee Benefits---$21,893
Conferences and Meetings---$13,198
Depreciation Depletion---$10,507
Payroll Taxes---$8,571
Other Expenses---$6,965
Travel---$3,300
Total Functional Expenses$0$0$0$211,876,116

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$211,876,116
Expenses per Audited Statements$211,265,393
Total Expenses per Audited Statements$211,265,393
Expenses Not Reported on Financial Statements$610,723
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$241,010
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
2022-02-16
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
119
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 3,222 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/GainOrLossGrp/SecuritiesAmt07243078
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01500
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt029966621
IRS990/GrossReceiptsAmt0252397701
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt055369
IRS990/InvestmentIncomeGrp/ExclusionAmt05014305
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05014305
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04114536
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0234993022
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0296099376
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt029668
IRS990/LandBldgEquipBasisNetGrp/BOYAmt039086
IRS990/LandBldgEquipBasisNetGrp/EOYAmt029221
IRS990/LandBldgEquipCostOrOtherBssAmt058889
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0842
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt022723543
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/NetAssetsOrFundBalancesBOYAmt0270137425
IRS990/NetAssetsOrFundBalancesEOYAmt0327340177
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07243736
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07243736
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt039405552
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt045622
IRS990/OfficeExpensesGrp/TotalAmt0100731
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021893
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt066712
IRS990/OtherExpensesGrp/TotalAmt16965
IRS990/OtherLiabilitiesGrp/BOYAmt0300088
IRS990/OtherLiabilitiesGrp/EOYAmt0241010
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1LITIGATION PROCEEDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt085838
IRS990/OtherRevenueMiscGrp/ExclusionAmt111628
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt111628
IRS990/OtherRevenueTotalAmt097466
IRS990/OtherSalariesAndWagesGrp/TotalAmt0121621
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt08571
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt044548
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0130972
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041723
IRS990/PrincipalOfficerNm0JASON GEORGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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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 REBATES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0163568774
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115410664
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212955312
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt312941075
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt48388906
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0163568774
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115410664
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212955312
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt312941075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt48388906
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0198309771
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06657276
IRS990/PYOtherExpensesAmt04522152
IRS990/PYOtherRevenueAmt04958
IRS990/PYProgramServiceRevenueAmt0206690014
IRS990/PYRevenuesLessExpensesAmt010191623
IRS990/PYSalariesCompEmpBnftPaidAmt0328702
IRS990/PYTotalExpensesAmt0203160625
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0213352248
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt017797200
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0270137425
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0327340177
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05332457
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02996167
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt029221
IRS990ScheduleD/EquipmentGrp/DepreciationAmt029668
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt058889
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0610723
IRS990ScheduleD/ExpensesSubtotalAmt0211265393
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0610723
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0610723
IRS990ScheduleD/NetUnrealizedGainsInvstAmt039405552
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0241010
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS HELD FOR OTHER FUNDS
IRS990ScheduleD/RevenueNotReportedAmt039405552
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0610723
IRS990ScheduleD/RevenueSubtotalAmt0229062593
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029221
IRS990ScheduleD/TotalExpensesPerForm990Amt0211876116
IRS990ScheduleD/TotalLiabilityAmt0241010
IRS990ScheduleD/TotalRevenuePerForm990Amt0229673316
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0268468145
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0211265393
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0176165
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1150040
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2147403
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3132208
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4126286
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt038219
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt138265
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt238288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt338040
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt438040
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018201
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt118028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt218028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt318028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt418028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00

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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