Civic Intelligence

United Food and Commercial Workers

EIN 23-7401847 • 501(c)9 • Ballwin, MO

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Profile

NONE

300 Weidman Road Suite ABallwin, MO 63021

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.05x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

16th percentile

-11%

Higher net margin than 16% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

10th percentile

-16%

Faster asset growth than 10% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-0.2%

Faster revenue growth than 24% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$28,493,319

Down $5,267,190 (-16%) from 2023

Liabilities

Down

$1,312,548

Down $471,243 (-26%) from 2023

Net Assets

Down

$27,180,771

Down $4,795,947 (-15%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin16th percentile

Revenue

Down

$57,147,742

Down $107,149 (-0.2%) from 2023

Expenses

Down

$63,260,205

Down $5,004,962 (-7.3%) from 2023

Net Income

Up

-$6,112,463

Up $4,897,813 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2010: $63,958,180Liabilities 2010: $1,217,178Net Assets 2010: $62,741,0022010Assets 2011: $56,862,102Liabilities 2011: $1,499,646Net Assets 2011: $55,362,4562011Assets 2012: $59,588,872Liabilities 2012: $2,382,220Net Assets 2012: $57,206,6522012Assets 2013: $67,999,927Liabilities 2013: $1,340,197Net Assets 2013: $66,659,7302013Assets 2014: $61,273,944Liabilities 2014: $2,125,035Net Assets 2014: $59,148,9092014Assets 2015: $50,570,965Liabilities 2015: $1,118,558Net Assets 2015: $49,452,4072015Assets 2016: $48,030,932Liabilities 2016: $1,351,500Net Assets 2016: $46,679,4322016Assets 2017: $48,299,241Liabilities 2017: $231,441Net Assets 2017: $48,067,8002017Assets 2018: $60,226,140Liabilities 2018: $126,024Net Assets 2018: $60,100,1162018Assets 2019: $59,149,652Liabilities 2019: $2,194,954Net Assets 2019: $56,954,6982019Assets 2020: $49,453,374Liabilities 2020: $102,913Net Assets 2020: $49,350,4612020Assets 2021: $48,304,504Liabilities 2021: $27,583Net Assets 2021: $48,276,9212021Assets 2022: $44,087,656Liabilities 2022: $3,206Net Assets 2022: $44,084,4502022Assets 2023: $33,760,509Liabilities 2023: $1,783,791Net Assets 2023: $31,976,7182023Assets 2024: $28,493,319Liabilities 2024: $1,312,548Net Assets 2024: $27,180,7712024

Highlighted filing

2024

Assets$28,493,319
Liabilities$1,312,548
Net Assets$27,180,771
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MExpenses 2010: $61,273,4712010Expenses 2011: $71,470,3122011Expenses 2012: $70,762,8622012Expenses 2013: $68,696,4852013Revenue 2014: $75,608,147Expenses 2014: $85,548,257Net Income 2014: -$9,940,1102014Revenue 2015: $81,623,075Expenses 2015: $87,747,582Net Income 2015: -$6,124,5072015Revenue 2016: $79,589,600Expenses 2016: $83,463,508Net Income 2016: -$3,873,9082016Revenue 2017: $83,297,102Expenses 2017: $82,245,347Net Income 2017: $1,051,7552017Revenue 2018: $86,150,262Expenses 2018: $74,019,699Net Income 2018: $12,130,5632018Revenue 2019: $81,613,819Expenses 2019: $86,892,129Net Income 2019: -$5,278,3102019Revenue 2020: $58,046,423Expenses 2020: $67,526,806Net Income 2020: -$9,480,3832020Revenue 2021: $73,075,705Expenses 2021: $74,264,166Net Income 2021: -$1,188,4612021Revenue 2022: $64,999,846Expenses 2022: $64,440,657Net Income 2022: $559,1892022Revenue 2023: $57,254,891Expenses 2023: $68,265,167Net Income 2023: -$11,010,2762023Revenue 2024: $57,147,742Expenses 2024: $63,260,205Net Income 2024: -$6,112,4632024

Highlighted filing

2024

Revenue$57,147,742
Expenses$63,260,205
Net Income-$6,112,463
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,493,319
Liabilities
$1,312,548
Net assets
$27,180,771
Revenue
$57,147,742
Expenses
$63,260,205
Net income
-$6,112,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.5$1.31$27.2$57.1$63.3$6.11
2023Detailed filing. Detailed filing data is available for this year.$33.8$1.78$32.0$57.3$68.3$11.0
2022Detailed filing. Detailed filing data is available for this year.$44.1$0.00$44.1$65.0$64.4$0.56
2021Detailed filing. Detailed filing data is available for this year.$48.3$0.03$48.3$73.1$74.3$1.19
2020Detailed filing. Detailed filing data is available for this year.$49.5$0.10$49.4$58.0$67.5$9.48
2019Detailed filing. Detailed filing data is available for this year.$59.1$2.19$57.0$81.6$86.9$5.28
2018Detailed filing. Detailed filing data is available for this year.$60.2$0.13$60.1$86.2$74.0$12.1
2017Detailed filing. Detailed filing data is available for this year.$48.3$0.23$48.1$83.3$82.2$1.05
2016Detailed filing. Detailed filing data is available for this year.$48.0$1.35$46.7$79.6$83.5$3.87
2015Detailed filing. Detailed filing data is available for this year.$50.6$1.12$49.5$81.6$87.7$6.12
2014Detailed filing. Detailed filing data is available for this year.$61.3$2.13$59.1$75.6$85.5$9.94
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.0$1.34$66.7$68.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.6$2.38$57.2$70.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.9$1.50$55.4$71.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.0$1.22$62.7$61.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 17, 2025
Return Version
2023v6.0
Gross Receipts
$64,244,280
Mission and Program Overview

Mission

To provide health and welfare benefits to covered members and their eligible dedendents.

To provide health and welfare benefits to covered members and their eligible dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$31,976,718$27,180,771▼ $4,795,947
Investments in Publicly Traded Securities$21,441,485$16,449,663▼ $4,991,822
Accounts Receivable$9,563,101$8,175,616▼ $1,387,485
Cash and Non-Interest-Bearing Accounts$1,866,766$3,086,115▲ $1,219,349
Land, Buildings, and Equipment, Net$85,970$74,670▼ $11,300
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$33,760,509$28,493,319▼ $5,267,190
Other Assets Total$803,187$707,255▼ $95,932
Liabilities
Other Liabilities$801,401$704,121▼ $97,280
Deferred Revenue$938,249$567,079▼ $371,170
Accounts Payable and Accrued Expenses$44,141$41,348▼ $2,793
Total Liabilities$1,783,791$1,312,548▼ $471,243
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,976,718$27,180,771▼ $4,795,947
Total Liabilities and Net Assets / Fund Balance$33,760,509$28,493,319▼ $5,267,190

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$33,120$332,134-
Leasehold Improvements$41,550$62,971-
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
David CookChairman
Mike ForteCo-chairman
Margo QuinianExiting Trustee
Rob FrancinExiting Trustee
Audrie HowardTrustee
David WilliamsTrustee
Holly VerweystTrustee
Laura KelleyTrustee
Mike WillisTrustee
Nancy MeyerTrustee
Nikki RichTrustee
Paul SchaeferTrustee
Robert SpenceTrustee
Steve PowellTrustee
Tom GuzTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$56,224,726
Investment Income
$714,362
Other Revenue
$208,654
Change in Net Assets
$-6,112,463

Audited Revenue Reconciliation

Revenue per Audited Statements
$57,147,742
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,316,516
Total Revenue per Audited Statements
$58,464,258
Total Revenue per Form 990
$57,147,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,889,976
Salaries, Compensation, and Employee Benefits$1,260,830
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$60,109,399--$60,109,399
Other Salaries and Wages$891,627--$891,627
Fees for Services Legal$407,408--$407,408
Information Technology$381,178--$381,178
Other Employee Benefits$294,605--$294,605
Fees for Services Accounting$127,862--$127,862
Occupancy$124,228--$124,228
Insurance$108,770--$108,770
All Other Expenses$108,127--$108,127
Office Expenses$82,458--$82,458
Payroll Taxes$74,598--$74,598
Travel$61,334--$61,334
Other Expenses$56,408--$56,408
Depreciation Depletion$11,301--$11,301
Fees for Service Investment Mgmnt Fees$5,000--$5,000
Total Functional Expenses$63,260,205$0$0$63,260,205

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$63,260,205
Total Expenses per Audited Statements$63,260,205
Total Expenses per Form 990$63,260,205
Expenses Not Reported on Financial Statements$0
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
Long-term Operating Lease Liabilities$549,606
Current Maturies of Operating Lease Liabilities$71,261
Long-term Financing Lease Liabilities$58,167
Current Maturies of Fianancing Lease Liabilities$25,087
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the form 990 is provided to the administrator and the trustees for review and approval. Upon approval, the form 8879 is signed and returned to the accountants authorizing the form 990 to be electronically filed.”

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

“Each member of the governing body is required to disclosure any actual or perceived conflicts of interest at a regularly scheduled trustee meeting each year. In the event of such a disclosure, the other trustees will take appropriate steps to resolve the issue.”

Form 990, Part VI, Section B, Line 15

“Based on comparable compensation information, the indepedent governing body reviews and establishes the compenaation for the fund manager and approves the overall budget for compensation of plan employees.”

Form 990, Part VI, Section C, Line 19

“Upon request, the organization makes all required documents available to parties with a financial interest in the organization.”

Filing and Contact Details

Filer

Filer Name
United Food and Commercial Workers
EIN
23-7401847
Phone
3148352700
Address
300 WEIDMAN ROAD SUITE A, BALLWIN, MO 63021

Signing Officer

Name
David Cook
Title
Trustee
Phone
3148352700
Signed
2025-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Cook
Formed
1953
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
0
Employees
22
Volunteers
0

Preparer

Firm
Anders Minkler Huber & Helm Llp
Address
800 MARKET STREET SUITE 500, ST LOUIS, MO 63101-2501
Preparer
Stephanie H Jones
Phone
3146555500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The trustees assume the responsiblity for the selection, continuance and oversight of the independent accountants. The practice is consistent with prior years.”

Financial Statement Notes

PART X, LINE 2:

“In accordance with gaap, the fund's management is required to evaluate tax positions taken by the fund and recognize a tax liability if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable taxing authorities. The fund's management has analyzed the tax positions taken by the fund and has concluded that as of august 31, 2022 and 2021, there were no uncertain positions taken, or expected to be taken, that would require the recognition of a liability or disclosure in the financial statements. The fund's management believes the fund is no longer subject to income tax examinations prior to 2020. The fund is also subject to routine audits by the department of labor generally for six years after the statutory due date of the annual information return. There are currently no audits in progress for any tax periods.”

Raw XML AppendixShowing 400 of 859 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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXITING TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXITING TRUSTEE
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IRS990/FormationYr01953
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-96508
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07000030
IRS990/GrossReceiptsAmt064244280
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0381178
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IRS990/InsuranceGrp/ProgramServicesAmt0108770
IRS990/InsuranceGrp/TotalAmt0108770
IRS990/InvestmentIncomeGrp/ExclusionAmt0810870
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0810870
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt016449663
IRS990/IRPDocumentCnt0400
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt085970
IRS990/LandBldgEquipBasisNetGrp/EOYAmt074670
IRS990/LandBldgEquipCostOrOtherBssAmt0469775
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07096538
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt031976718
IRS990/NetAssetsOrFundBalancesEOYAmt027180771
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-96508
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-96508
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01316516
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0124228
IRS990/OccupancyGrp/TotalAmt0124228
IRS990/OfficeExpensesGrp/ProgramServicesAmt082458
IRS990/OfficeExpensesGrp/TotalAmt082458
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0803187
IRS990/OtherAssetsTotalGrp/EOYAmt0707255
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0294605
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0294605
IRS990/OtherExpensesGrp/Desc0ACTUARIAL FEES
IRS990/OtherExpensesGrp/Desc1NETWORK PROVIDER FEES
IRS990/OtherExpensesGrp/Desc2PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ProgramServicesAmt0206279
IRS990/OtherExpensesGrp/ProgramServicesAmt1105258
IRS990/OtherExpensesGrp/ProgramServicesAmt2104365
IRS990/OtherExpensesGrp/ProgramServicesAmt356408
IRS990/OtherExpensesGrp/TotalAmt0206279
IRS990/OtherExpensesGrp/TotalAmt1105258
IRS990/OtherExpensesGrp/TotalAmt2104365
IRS990/OtherExpensesGrp/TotalAmt356408
IRS990/OtherLiabilitiesGrp/BOYAmt0801401
IRS990/OtherLiabilitiesGrp/EOYAmt0704121
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0208654
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0208654
IRS990/OtherRevenueTotalAmt0208654
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0891627
IRS990/OtherSalariesAndWagesGrp/TotalAmt0891627
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt074598
IRS990/PayrollTaxesGrp/TotalAmt074598
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID COOK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054205394
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12019332
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054205394
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12019332
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt065367980
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-156158
IRS990/PYOtherExpensesAmt01528464
IRS990/PYOtherRevenueAmt01063331
IRS990/PYProgramServiceRevenueAmt056347718
IRS990/PYRevenuesLessExpensesAmt0-11010276
IRS990/PYSalariesCompEmpBnftPaidAmt01368723
IRS990/PYTotalExpensesAmt068265167
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt057254891
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-6112463
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031976718
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt027180771
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt033120
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0332134
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0365254
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt063260205
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt041550
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt062971
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0104521
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01316516
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0549606
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt158167
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt271261
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt325087
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LONG-TERM OPERATING LEASE LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LONG-TERM FINANCING LEASE LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CURRENT MATURIES OF OPERATING LEASE LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CURRENT MATURIES OF FIANANCING LEASE LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt01316516
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt057147742
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH GAAP, THE FUND'S MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE FUND'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT AS OF AUGUST 31, 2022 AND 2021, THERE WERE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND'S MANAGEMENT BELIEVES THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2020. THE FUND IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt074670
IRS990ScheduleD/TotalExpensesPerForm990Amt063260205
IRS990ScheduleD/TotalLiabilityAmt0704121
IRS990ScheduleD/TotalRevenuePerForm990Amt057147742
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt058464258
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt063260205
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE ADMINISTRATOR AND THE TRUSTEES FOR REVIEW AND APPROVAL. UPON APPROVAL, THE FORM 8879 IS SIGNED AND RETURNED TO THE ACCOUNTANTS AUTHORIZING THE FORM 990 TO BE ELECTRONICALLY FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER OF THE GOVERNING BODY IS REQUIRED TO DISCLOSURE ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST AT A REGULARLY SCHEDULED TRUSTEE MEETING EACH YEAR. IN THE EVENT OF SUCH A DISCLOSURE, THE OTHER TRUSTEES WILL TAKE APPROPRIATE STEPS TO RESOLVE THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BASED ON COMPARABLE COMPENSATION INFORMATION, THE INDEPEDENT GOVERNING BODY REVIEWS AND ESTABLISHES THE COMPENAATION FOR THE FUND MANAGER AND APPROVES THE OVERALL BUDGET FOR COMPENSATION OF PLAN EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST, THE ORGANIZATION MAKES ALL REQUIRED DOCUMENTS AVAILABLE TO PARTIES WITH A FINANCIAL INTEREST IN THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEES ASSUME THE RESPONSIBLITY FOR THE SELECTION, CONTINUANCE AND OVERSIGHT OF THE INDEPENDENT ACCOUNTANTS. THE PRACTICE IS CONSISTENT WITH PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd320

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