Civic Intelligence

Bricklayers and Allied Craftworkers Local No 3 Health and Welfare Plan

990 • Fiscal year 2025 • EIN 23-7034407

Jul 01, 2024 to Jun 30, 2025

Organization ProfileN/A

View Organization Page

7180 Koll Center Pkwy Ste 200Pleasanton, CA 94566

(925) 208-9999

Siviq Scores

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

Liabilities / Assets

88th percentile

0.48x

Higher debt load relative to assets than 88% of similar nonprofits.

2025 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

93rd percentile

0.57x

Higher debt load relative to revenue than 93% of similar nonprofits.

2025 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

10th percentile

-15%

Higher net margin than 10% of similar nonprofits.

2025 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

12th percentile

-9.2%

Faster asset growth than 12% of similar nonprofits.

2025 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

4.1%

Faster revenue growth than 46% of similar nonprofits.

2025 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$14,355,187

Down $1,449,564 (-9.2%) from 2024

Net Assets

Down

$7,491,580

Down $1,493,056 (-17%) from 2024

Liabilities

Up

$6,863,607

Up $43,492 (+0.6%) from 2024

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin10th percentile

Revenue

Up

$11,984,020

Up $475,040 (+4.1%) from 2024

Expenses

Up

$13,800,917

Up $1,541,122 (+13%) from 2024

Net Income

Down

-$1,816,897

Down $1,066,082 (-142%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,222,921Liabilities 2011: $2,397,342Net Assets 2011: $10,825,5792011Assets 2012: $14,315,326Liabilities 2012: $2,504,761Net Assets 2012: $11,810,5652012Assets 2013: $16,790,624Liabilities 2013: $5,004,482Net Assets 2013: $11,786,1422013Assets 2014: $15,335,884Liabilities 2014: $3,188,661Net Assets 2014: $12,147,2232014Assets 2015: $16,020,112Liabilities 2015: $3,155,669Net Assets 2015: $12,864,4432015Assets 2016: $16,923,766Liabilities 2016: $5,104,598Net Assets 2016: $11,819,1682016Assets 2017: $18,242,654Liabilities 2017: $5,509,768Net Assets 2017: $12,732,8862017Assets 2018: $19,688,061Liabilities 2018: $7,355,662Net Assets 2018: $12,332,3992018Assets 2019: $18,918,919Liabilities 2019: $5,223,714Net Assets 2019: $13,695,2052019Assets 2020: $17,842,827Liabilities 2020: $5,827,871Net Assets 2020: $12,014,9562020Assets 2021: $17,912,159Liabilities 2021: $6,415,935Net Assets 2021: $11,496,2242021Assets 2022: $16,891,935Liabilities 2022: $5,149,901Net Assets 2022: $11,742,0342022Assets 2023: $16,017,813Liabilities 2023: $6,307,537Net Assets 2023: $9,710,2762023Assets 2024: $15,804,751Liabilities 2024: $6,820,115Net Assets 2024: $8,984,6362024Assets 2025: $14,355,187Liabilities 2025: $6,863,607Net Assets 2025: $7,491,5802025

Highlighted filing

2025

Assets$14,355,187
Liabilities$6,863,607
Net Assets$7,491,580
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,644,4172011Expenses 2012: $6,163,5742012Expenses 2013: $10,218,8022013Revenue 2014: $7,767,719Expenses 2014: $7,516,921Net Income 2014: $250,7982014Revenue 2015: $7,558,114Expenses 2015: $6,860,495Net Income 2015: $697,6192015Revenue 2016: $10,334,749Expenses 2016: $11,656,596Net Income 2016: -$1,321,8472016Revenue 2017: $12,296,714Expenses 2017: $11,410,550Net Income 2017: $886,1642017Revenue 2018: $11,688,333Expenses 2018: $12,071,802Net Income 2018: -$383,4692018Revenue 2019: $11,688,828Expenses 2019: $10,738,128Net Income 2019: $950,7002019Revenue 2020: $11,451,877Expenses 2020: $13,138,816Net Income 2020: -$1,686,9392020Revenue 2021: $11,059,830Expenses 2021: $11,723,917Net Income 2021: -$664,0872021Revenue 2022: $10,417,789Expenses 2022: $9,685,690Net Income 2022: $732,0992022Revenue 2023: $10,632,225Expenses 2023: $12,621,984Net Income 2023: -$1,989,7592023Revenue 2024: $11,508,980Expenses 2024: $12,259,795Net Income 2024: -$750,8152024Revenue 2025: $11,984,020Expenses 2025: $13,800,917Net Income 2025: -$1,816,8972025

Highlighted filing

2025

Revenue$11,984,020
Expenses$13,800,917
Net Income-$1,816,897
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 14, 2026
Return Version
2024v5.2
Gross Receipts
$20,358,394
Mission and Program Overview

Mission

Provides health, dental, and vision benefits to employees and their dependents of contractors signatory to the b.a.c.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,967,433$8,761,609▼ $1,205,824
Rtn Earn Endowment Incm Other Fnds$8,984,636$7,491,580▼ $1,493,056
Cash and Non-Interest-Bearing Accounts$2,455,843$2,290,991▼ $164,852
Investments Other Securities$2,259,138$2,104,640▼ $154,498
Accounts Receivable$1,121,356$1,197,947▲ $76,591
Prepaid Expenses and Deferred Charges$981$0▼ $981
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$15,804,751$14,355,187▼ $1,449,564
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$5,705,167$5,969,771▲ $264,604
Accounts Payable and Accrued Expenses$1,100,242$879,130▼ $221,112
Deferred Revenue$14,706$14,706→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$6,820,115$6,863,607▲ $43,492
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,984,636$7,491,580▼ $1,493,056
Total Liabilities and Net Assets / Fund Balance$15,804,751$14,355,187▼ $1,449,564

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,104,640--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Gary PfeiferChairman
Colin JohnsonTrustee
David FilippiTrustee
Ed LourencoTrustee
Josh EstrellaTrustee
Lenny ParedesTrustee
Rich Della MaggioreTrustee
Ronald BennettTrustee
Ryan RufTrustee
Troy GarlandTrustee
Steve KantoniemiTrustee, Former
Robert FilippiSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys Administrators INCContract Admin7180 KOLL CENTER PKWY STE 200, Pleasanton, CA 94566$374,440
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,458,015
Investment Income
$526,005
Other Revenue
$0
Change in Net Assets
$-1,816,897

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,984,020
Revenue Not Reported on Form 990
$323,841
Total Revenue per Audited Statements
$12,307,861
Total Revenue per Form 990
$11,984,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$810,365
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,990,552
Fees for Services Management---$374,440
Fees for Services Other---$207,946
Fees for Services Legal---$71,209
Fees for Service Investment Mgmnt Fees---$47,862
Fees for Services Accounting---$44,650
Office Expenses---$27,541
Insurance---$14,849
Conferences and Meetings---$11,776
Other Expenses---$10,092
Total Functional Expenses$0$0$0$13,800,917

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,800,917
Expenses per Audited Statements$13,536,313
Total Expenses per Audited Statements$13,536,313
Expenses Not Reported on Financial Statements$264,604
Other Expense Adjustments$264,604
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Hour Bank Liability$3,575,000
Group Insurance Premiums Payable$1,449,536
Claims Payable$945,235
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

“Form 990 is reviewed by the board of trustees after approval of the audited financial statements.”

PART VI, LINE 19:

“Organizational documents and financial information are available immediately at the office of the plan administrator.”

PART VII, LINE 1:

“Trustees are not compensated by the plan. Any compensation paid to trustees from related organizations are required to be reported on the related organizations annual tax and information reporting filings.”

Filing and Contact Details

Filer

Filer Name
Bricklayers and Allied Craftworkers
EIN
23-7034407
In Care Of
% BENESYS ADMINISTRATORS INC
Phone
9252089999
Address
7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566

Signing Officer

Name
Gary Peifer
Title
Trustee
Phone
9252089999
Signed
2026-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Peifer
Formed
1957
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Jesse Ward
Phone
4159563600
Supplemental Narrative

Additional Explanations

PART XII, LINE 2C:

“The board of trustees approve the audited financial statements at their board meeting. The annual auditor's engagements are approved by the board of trustees.”

Financial Statement Notes

PART X, LINE 2:

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

PART XII, LINE 4B:

“Change in benefit obligations.”

Raw XML AppendixShowing 400 of 492 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/InsuranceGrp/TotalAmt014849
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IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0PROVIDES HEALTH, DENTAL, AND VISION BENEFITS TO EMPLOYEES AND THEIR DEPENDENTS OF CONTRACTORS SIGNATORY TO THE B.A.C.
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IRS990/NetAssetsOrFundBalancesEOYAmt07491580
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt024263
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IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt027541
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
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IRS990/OtherLiabilitiesGrp/BOYAmt05705167
IRS990/OtherLiabilitiesGrp/EOYAmt05969771
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0981
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0GARY PEIFER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RETIREE SELF-PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011130394
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1303633
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt223988
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011130394
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1303633
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt223988
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt011487446
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0485648
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0772349
IRS990/PYOtherRevenueAmt013339
IRS990/PYProgramServiceRevenueAmt011009993
IRS990/PYRevenuesLessExpensesAmt0-750815
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt012259795
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011508980
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1816897
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08984636
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07491580
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleD/ExpensesSubtotalAmt013536313
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0323841
IRS990ScheduleD/OtherExpensesNotIncludedAmt0264604
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0945235
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11449536
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23575000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2HOUR BANK LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02104640
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ARA CORE PROPERTY FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0323841
IRS990ScheduleD/RevenueSubtotalAmt011984020
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B:
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IRS990ScheduleD/TotalExpensesPerForm990Amt013800917
IRS990ScheduleD/TotalLiabilityAmt05969771
IRS990ScheduleD/TotalRevenuePerForm990Amt011984020
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012307861
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013536313
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES AFTER APPROVAL OF THE AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE IMMEDIATELY AT THE OFFICE OF THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE NOT COMPENSATED BY THE PLAN. ANY COMPENSATION PAID TO TRUSTEES FROM RELATED ORGANIZATIONS ARE REQUIRED TO BE REPORTED ON THE RELATED ORGANIZATIONS ANNUAL TAX AND INFORMATION REPORTING FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES APPROVE THE AUDITED FINANCIAL STATEMENTS AT THEIR BOARD MEETING. THE ANNUAL AUDITOR'S ENGAGEMENTS ARE APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2C:
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFO
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Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,355,187
Liabilities
$6,863,607
Net assets
$7,491,580
Revenue
$11,984,020
Expenses
$13,800,917
Net income
-$1,816,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.4$6.86$7.49$12.0$13.8$1.82
2024Detailed filing. Detailed filing data is available for this year.$15.8$6.82$8.98$11.5$12.3$0.75
2023Detailed filing. Detailed filing data is available for this year.$16.0$6.31$9.71$10.6$12.6$1.99
2022Detailed filing. Detailed filing data is available for this year.$16.9$5.15$11.7$10.4$9.69$0.73
2021Detailed filing. Detailed filing data is available for this year.$17.9$6.42$11.5$11.1$11.7$0.66
2020Detailed filing. Detailed filing data is available for this year.$17.8$5.83$12.0$11.5$13.1$1.69
2019Detailed filing. Detailed filing data is available for this year.$18.9$5.22$13.7$11.7$10.7$0.95
2018Detailed filing. Detailed filing data is available for this year.$19.7$7.36$12.3$11.7$12.1$0.38
2017Detailed filing. Detailed filing data is available for this year.$18.2$5.51$12.7$12.3$11.4$0.89
2016Detailed filing. Detailed filing data is available for this year.$16.9$5.10$11.8$10.3$11.7$1.32
2015Detailed filing. Detailed filing data is available for this year.$16.0$3.16$12.9$7.56$6.86$0.70
2014Detailed filing. Detailed filing data is available for this year.$15.3$3.19$12.1$7.77$7.52$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$5.00$11.8$10.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$2.50$11.8$6.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$2.40$10.8$6.64