Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Liabilities / Revenue
84th percentile
Higher debt load relative to revenue than 84% of similar nonprofits.
Net Margin
80th percentile
Higher net margin than 80% of similar nonprofits.
Top Officer Pay
36th percentile
Higher top officer pay than 36% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Assets
Up$41,507,762
Up $2,869,693 (+7.4%) from 2014
Net Assets
Up$36,815,077
Up $3,552,982 (+11%) from 2014
Liabilities
Down$4,692,685
Down $683,289 (-13%) from 2014
Revenue
Up$16,345,328
Up $1,058,032 (+6.9%) from 2014
Expenses
Up$13,155,213
Up $109,127 (+0.8%) from 2014
Net Income
Up$3,190,115
Up $948,905 (+42%) from 2014
Providing health and welfare benefits
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $37,150,845 | $39,546,985 | ▲ $2,396,140 |
| Rtn Earn Endowment Incm Other Fnds | $33,262,095 | $36,815,077 | ▲ $3,552,982 |
| Savings and Temporary Cash Investments | $1,228,509 | $1,605,902 | ▲ $377,393 |
| Accounts Receivable | $218,118 | $259,489 | ▲ $41,371 |
| Prepaid Expenses and Deferred Charges | $40,597 | $95,386 | ▲ $54,789 |
| Total Assets | $38,638,069 | $41,507,762 | ▲ $2,869,693 |
| Liabilities | |||
| Other Liabilities | $5,132,553 | $4,497,670 | ▼ $634,883 |
| Accounts Payable and Accrued Expenses | $243,421 | $195,015 | ▼ $48,406 |
| Total Liabilities | $5,375,974 | $4,692,685 | ▼ $683,289 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $33,262,095 | $36,815,077 | ▲ $3,552,982 |
| Total Liabilities and Net Assets / Fund Balance | $38,638,069 | $41,507,762 | ▲ $2,869,693 |
| Name | Title |
|---|---|
| Steve Herring | Chairman |
| Brooks Burton | Trustee |
| Larry Wyatt | Trustee |
| Siobhan Foley | Trustee |
| Tony Hadley | Trustee |
| John Skedgell | Secretary |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Healthsmart Benefit Solutions INC | General Plan Ad | 602 VIRGINIA ST EAST, Charleston, WV 25301 | $260,212 |
| Slevin & Hart PC | Legal | 1625 MASSACHUSETTS AVE NW SUITE 450, Washington, DC 20036 | $108,864 |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,861,640 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $11,293,573 |
| Fees for Services Management | - | - | - | $255,742 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $187,273 |
| Fees for Services Legal | - | - | - | $111,923 |
| Conferences and Meetings | - | - | - | $47,185 |
| Fees for Services Accounting | - | - | - | $45,895 |
| Other Expenses | - | - | - | $14,386 |
| All Other Expenses | - | - | - | $1,172 |
| Office Expenses | - | - | - | $565 |
| Total Functional Expenses | $0 | $0 | $0 | $13,155,213 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $13,155,213 |
| Expenses per Audited Statements | $12,967,940 |
| Total Expenses per Audited Statements | $12,967,940 |
| Expenses Not Reported on Financial Statements | $187,273 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Benefit Obligation | $4,497,670 |
| Checks Written in Excess of | - |
“Section b, line 13: the trust fund does not retain a written whistleblower policy, but the board of trustees and the trust fund conform with erisa rules and regulations with regards to the whistleblower policy. Section c, line 18: the board of trustees and the trust fund conform with erisa rules and regulations with regards to making its forms 1023 and 990 available for public inspection.”
“The board of trustees has outsourced the day to day administration of the trust fund to healthsmart benefit solutions tpa.”
“Form 990 is available to each trustee prior to filing with the internal revenue service.”
“The board of trustees and the trust fund conform with erisa rules and regulations with respect to regularly and consistently monitoring and enforcing compliance with the conflict of interest policy.”
“The trust fund makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The trust fund and the board of trustees conform with erisa rules and regulations relating to this matter.”
“The fund's trustees and legal counsel believe that the fund is currently designed and being operated in compliance with the applicable requirements of the internal revenue code. Therefore, the fund was qualified and the related trust was tax-exempt as of the financial statement date. Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The fund administrator has analyzed the tax positions taken by the fund, and has concluded that as of january 31, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fund administrator believes it is no longer subject to income tax examinations for tax years prior to 2011.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 243421 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 195015 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 218118 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 259489 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDING HEALTH AND WELFARE BENEFITS |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 1172 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 11293573 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | HEALTHSMART BENEFIT SOLUTIONS TPA |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8003324732 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 602 VIRGINIA STREET EAST |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | CHARLESTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WV |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 25301 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 47185 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 260212 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 108864 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 602 VIRGINIA ST EAST |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 1625 MASSACHUSETTS AVE NW SUITE 450 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | CHARLESTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | WASHINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | WV |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 25301 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 20036 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | HEALTHSMART BENEFIT SOLUTIONS INC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | SLEVIN & HART PC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | GENERAL PLAN AD |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | LEGAL |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 11293573 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1472789 |
| IRS990/CYOtherExpensesAmt | 0 | 1861640 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 14872539 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 3190115 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 13155213 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 16345328 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | true |
| IRS990/Desc | 0 | THE ORGANIZATION PROVIDES HOSPITAL, MEDICAL, DENTAL, VISION CARE, DISABILITY, AND LIFE INSURANCE BENEFITS TO ITS PARTICIPANTS AND THEIR BENEFICIARIES. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 45895 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 111923 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 255742 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 187273 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | STEVE HERRING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JOHN SKEDGELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | LARRY WYATT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | TONY HADLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | SIOBHAN FOLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | BROOKS BURTON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1972 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 714660 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 62650974 |
| IRS990/GrossReceiptsAmt | 0 | 78281642 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 758129 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 758129 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 37150845 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 39546985 |
| IRS990/IRPDocumentCnt | 0 | 3 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | TN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 61936314 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | PROVIDING HEALTH AND WELFARE BENEFITS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 33262095 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 36815077 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 714660 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 714660 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 362867 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 565 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | ADMINISTRATIVE FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | TRANSITIONAL REINSURANCE |
| IRS990/OtherExpensesGrp/Desc | 2 | FIDUCIARY INSURANCE |
| IRS990/OtherExpensesGrp/Desc | 3 | RESEARCH INSTITUTE FEES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 970098 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 190691 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 36710 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 14386 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 5132553 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 4497670 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 40597 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 95386 |
| IRS990/PrincipalOfficerNm | 0 | STEVE HERRING |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 14822333 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 50206 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 14822333 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 50206 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 11452247 |
| IRS990/PYInvestmentIncomeAmt | 0 | 875197 |
| IRS990/PYOtherExpensesAmt | 0 | 1593839 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 14412099 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 2241210 |
| IRS990/PYTotalExpensesAmt | 0 | 13046086 |
| IRS990/PYTotalRevenueAmt | 0 | 15287296 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 3190115 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 33262095 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 36815077 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1228509 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1605902 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 187273 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 12967940 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 187273 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 187273 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 362867 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 4497670 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | BENEFIT OBLIGATION |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | CHECKS WRITTEN IN EXCESS OF |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 362867 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 187273 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 16158055 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FUND'S TRUSTEES AND LEGAL COUNSEL BELIEVE THAT THE FUND IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THE FUND WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF JANUARY 31, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS PRIOR TO 2011. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 3, PART X |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 13155213 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 4497670 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 16345328 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 16520922 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 12967940 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SECTION B, LINE 13: THE TRUST FUND DOES NOT RETAIN A WRITTEN WHISTLEBLOWER POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE WHISTLEBLOWER POLICY. SECTION C, LINE 18: THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO MAKING ITS FORMS 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE TRUST FUND TO HEALTHSMART BENEFIT SOLUTIONS TPA. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | FORM 990 IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH RESPECT TO REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE TRUST FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE TRUST FUND AND THE BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 19 |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd | 10 | N/A |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 4 | CONTRACTOR |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 5 | CONTRACTOR |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 6 | CONTRACTOR |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 7 | CONTRACTOR |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 8 | CONTRACTOR |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 9 | CONTRACTOR |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 10 | CONTRACTOR |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 11 | CONTRACTOR |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 12 | CONTRACTOR |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 2 | JOHNSTON TOMBIGBEE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 3 | KLIPSCH |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 4 | KOPPERS |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 5 | MIL-DEL CORPORATION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 6 | MILFORD NURSING HOME |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 7 | OVERHEAD DOOR - OHIO |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 8 | PASQUIER PANEL PRODUCTS |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 9 | ROSEBURG |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 10 | SEAFORD NURSING HOME |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 11 | WEST FRASER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 12 | WEYERHAEUSER NR COMPANY |
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| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 13155213 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
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| IRS990/TotalLiabilitiesEOYAmt | 0 | 4692685 |
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| IRS990/TotalProgramServiceRevenueAmt | 0 | 14872539 |
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| IRS990/TotalVolunteersCnt | 0 | 6 |
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| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
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| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
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| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-07-08 |
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| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CARP |
| ReturnHeader/Filer/EIN | 0 | 237331128 |
| ReturnHeader/Filer/PhoneNum | 0 | 8003324732 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 602 VIRGINIA STREET EAST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHARLESTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WV |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 25301 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 205520612 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | L M HENDERSON & COMPANY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 450 E 96TH ST STE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | INDIANAPOLIS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 46240 |
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| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-07-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAMES J CLINE |
| ReturnHeader/ReturnTs | 0 | 2015-07-14T11:27:40-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-02-01 |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.