Civic Intelligence

Local 237 Teamsters Plainview - Old Bethpage Ctr School District H&W

990 • Fiscal year 2012 • EIN 23-7442262

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 27, 2013

Organization ProfileN/A
216 West 14th St10011
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.06x

Higher debt load relative to assets than 62% of similar nonprofits.

2012 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

50th percentile

3.3%

Faster asset growth than 50% of similar nonprofits.

2012 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$723,931

Up $22,930 (+3.3%) from 2011

Net Assets

Up

$677,885

Up $86,934 (+15%) from 2011

Liabilities

Down

$46,046

Down $64,004 (-58%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$266,179

Down $6,849 (-2.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $588,414Liabilities 2010: $78,967Net Assets 2010: $509,4472010Assets 2011: $701,001Liabilities 2011: $110,050Net Assets 2011: $590,9512011Assets 2012: $723,931Liabilities 2012: $46,046Net Assets 2012: $677,8852012Assets 2013: $838,323Liabilities 2013: $51,489Net Assets 2013: $786,8342013Assets 2014: $881,502Liabilities 2014: $52,261Net Assets 2014: $829,2412014Assets 2015: $794,773Liabilities 2015: $51,987Net Assets 2015: $742,7862015Assets 2016: $694,731Liabilities 2016: $70,548Net Assets 2016: $624,1832016Assets 2017: $547,516Liabilities 2017: $60,642Net Assets 2017: $486,8742017Assets 2018: $263,062Liabilities 2018: $54,689Net Assets 2018: $208,3732018Assets 2019: $248,925Liabilities 2019: $57,528Net Assets 2019: $191,3972019Assets 2020: $516,995Liabilities 2020: $76,854Net Assets 2020: $440,1412020Assets 2021: $819,529Liabilities 2021: $91,974Net Assets 2021: $727,5552021Assets 2022: $1,019,120Liabilities 2022: $72,249Net Assets 2022: $946,8712022Assets 2023: $1,222,315Liabilities 2023: $81,969Net Assets 2023: $1,140,3462023Assets 2024: $1,389,010Liabilities 2024: $82,427Net Assets 2024: $1,306,5832024Assets 2025: $1,554,898Liabilities 2025: $85,820Net Assets 2025: $1,469,0782025

Highlighted filing

2012

Assets$723,931
Liabilities$46,046
Net Assets$677,885
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $280,2032010Expenses 2011: $273,0282011Expenses 2012: $266,1792012Expenses 2013: $275,8922013Revenue 2014: $381,485Expenses 2014: $339,320Net Income 2014: $42,1652014Revenue 2015: $402,466Expenses 2015: $489,012Net Income 2015: -$86,5462015Revenue 2016: $412,865Expenses 2016: $531,791Net Income 2016: -$118,9262016Revenue 2017: $436,213Expenses 2017: $571,902Net Income 2017: -$135,6892017Revenue 2018: $463,480Expenses 2018: $742,703Net Income 2018: -$279,2232018Revenue 2019: $493,945Expenses 2019: $511,056Net Income 2019: -$17,1112019Revenue 2020: $533,833Expenses 2020: $284,550Net Income 2020: $249,2832020Revenue 2021: $566,911Expenses 2021: $278,731Net Income 2021: $288,1802021Revenue 2022: $574,591Expenses 2022: $355,267Net Income 2022: $219,3242022Revenue 2023: $667,655Expenses 2023: $486,055Net Income 2023: $181,6002023Revenue 2024: $668,803Expenses 2024: $546,175Net Income 2024: $122,6282024Revenue 2025: $658,355Expenses 2025: $546,013Net Income 2025: $112,3422025

Highlighted filing

2012

Revenue-
Expenses$266,179
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 27, 2013
Return Version
2011v1.5
Gross Receipts
$1,108,174
Mission and Program Overview

Mission

To provide various medical benefits to eligible members.

Filing and Contact Details

Filer

EIN
23-7442262
Raw XML AppendixShowing 400 of 582 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY07298
IRS990/AccountsPayableAccruedExpenses/EOY07760
IRS990/AccountsReceivable/BOY033914
IRS990/AccountsReceivable/EOY034246
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE VARIOUS MEDICAL BENEFITS TO ELIGIBLE MEMBERS.
IRS990/AddressPrincipalOfficerUS/AddressLine10216 WEST 14TH STREET
IRS990/AddressPrincipalOfficerUS/City0NEW YORK
IRS990/AddressPrincipalOfficerUS/State0NY
IRS990/AddressPrincipalOfficerUS/ZIPCode010011
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY0207592
IRS990/BenefitsPaidToMembersPriorYear0208187
IRS990/BenefitsToMembers/Total0207592
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY025786
IRS990/CashNonInterestBearing/EOY021687
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DeferredRevenue/BOY037720
IRS990/DeferredRevenue/EOY038286
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0TO PROVIDE SHORT TERM DISABILITY, DENTAL, DRUG, OPTICAL, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO 252 MEMBERS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS NEGOTIATED BY THE CITY EMPLOYEES LOCAL 237 IBT AND TO THOSE OTHERWISE QUALIFIED.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/Expense0266179
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total07500
IRS990/FeesForServicesInvstMgmntFees/Total0930
IRS990/FeesForServicesLegal/Total06032
IRS990/FinancialStatementSeparate0X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/NamePerson0EVY ROTHMAN
IRS990/Form990PartVIISectionA/NamePerson1GINGER LIEBERMAN
IRS990/Form990PartVIISectionA/NamePerson2RICHARD HENDERSHOT
IRS990/Form990PartVIISectionA/NamePerson3BEN CARENZA
IRS990/Form990PartVIISectionA/NamePerson4JOHN BURNS
IRS990/Form990PartVIISectionA/NamePerson5EMILY SCHULMAN
IRS990/Form990PartVIISectionA/NamePerson6RONALD GERMANA
IRS990/Form990PartVIISectionA/NamePerson7CARNELL JOYNER JR
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation228895
IRS990/Form990PartVIISectionA/OtherCompensation314931
IRS990/Form990PartVIISectionA/OtherCompensation415061
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation634351
IRS990/Form990PartVIISectionA/OtherCompensation714902
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs2189406
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs3115132
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs4156197
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs6155858
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs7152638
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6CONTROLLER
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities0-3586
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0753841
IRS990/GrossReceipts01108174
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/Insurance/Total0349
IRS990/InvestmentIncomeCurrentYear0-651
IRS990/InvestmentIncome/ExclusionAmount02935
IRS990/InvestmentIncomePriorYear0-1294
IRS990/InvestmentIncome/TotalRevenueColumn02935
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY0381728
IRS990/InvestmentsPubTradedSecurities/EOY0490298
IRS990/LessCostOthBasisSalesExpenses/Securities0757427
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees00
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE VARIOUS MEDICAL BENEFITS TO ELIGIBLE MEMBERS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0RICHARD HENDERSHOT
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
IRS990/NetAssetsOrFundBalancesBOY0590951
IRS990/NetAssetsOrFundBalancesEOY0677885
IRS990/NetGainOrLossInvestments/ExclusionAmount0-3586
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-3586
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109602
IRS990/NumberIndependentVotingMembers06
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Total01184
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear064841
IRS990/OtherExpensesCurrentYear058587
IRS990/OtherExpenses/Description0REIMBURSED ADMIN FEES
IRS990/OtherExpenses/Description1THIRD PARTY ADMIN FEES
IRS990/OtherExpenses/Description2BENEFIT CONSULTANT
IRS990/OtherExpenses/Description3MEMBERSHIP DUES
IRS990/OtherExpenses/Total027717
IRS990/OtherExpenses/Total18588
IRS990/OtherExpenses/Total25443
IRS990/OtherExpenses/Total3844
IRS990/OtherLiabilities/BOY065032
IRS990/OtherLiabilities/EOY00
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear01147
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY01125
IRS990/PrepaidExpensesDeferredCharges/EOY0914
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenueCY0351398
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear0350409
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0351398
IRS990/ProgramServiceRevenue/TotalRevenueColumn0351398
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges02366
IRS990/ReconcilationRevenueExpenses084568
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY0590951
IRS990/RetainedEarningsEndowmentEtc/EOY0677885
IRS990/RevenuesLessExpensesCY084568
IRS990/RevenuesLessExpensesPriorYear077234
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY0258448
IRS990/SavingsAndTempCashInvestments/EOY0176786
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExcessOrDeficitForYear084568
IRS990ScheduleD/ExcessOrDeficitPerFS086934
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0930
IRS990ScheduleD/ExpensesSubtotal0265249
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE PLAN IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS). THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON APRIL 2, 1975, IN WHICH THE IRS STATED THAT THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLANS ADMINISTRATOR AND THE PLAN'S LEGAL COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, THEY BELIEVE THAT THE PLAN WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENTS DATE. THE PLAN'S MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY OR ASSET IF AN UNCERTAIN TAX POSITION WAS TAKEN AND IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2009.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1INVESTMENT EXPENSES 930.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2INVESTMENT EXPENSES 930.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3PART X, LINE 11 & 12, COLUMN A: $381,728 IS RECLASSIFIED FROM PRIOR YEAR'S FORM 990 TO BE IN CONFORMITY WITH CURRENT YEAR'S PRESENTATION.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XIII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
IRS990ScheduleD/NetUnrealizedGainsInvestments02366
IRS990ScheduleD/NetUnrealizedGLOnInvestments02366
IRS990ScheduleD/OtherExpensesNotIncluded0930
IRS990ScheduleD/OtherRevenuesNotIncluded0930
IRS990ScheduleD/RevenueNotRptdF99002366
IRS990ScheduleD/RevenueNotRptdOnFinStmt0930
IRS990ScheduleD/RevenueSubtotal0349817
IRS990ScheduleD/TotalAdjustments02366
IRS990ScheduleD/TotalExpenses0266179
IRS990ScheduleD/TotalExpensesPerForm9900266179
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0350747
IRS990ScheduleD/TotalRevenuePerForm9900350747
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0265249
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0352183
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0189406
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1156197
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs2155858
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs3152638
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs016784
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs112428
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs220023
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0RICHARD HENDERSHOT
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1JOHN BURNS
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2RONALD GERMANA
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3CARNELL JOYNER JR
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs012111
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs12633
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs214328
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs314902
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0218301
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1171258
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs2190209
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs3167540
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0THE FUND HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FUND'S 990 IS PREPARED BY ITS OUTSIDE AUDITOR AND IS SUBMITTED AND REVIEWED WITH THE CONTROLLER. THE CONTROLLER THEN REVIEWS IT WITH CHAIRPERSON OF THE BOARD OF TRUSTEES. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE.
IRS990ScheduleO/GeneralExplanation/Explanation3NET UNREALIZED GAINS ON INVESTMENTS: 2,366.
IRS990ScheduleO/GeneralExplanation/Explanation4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XII, LINE 2C:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine14216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine15216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine16216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine17216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine18216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine19216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine110216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine111216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine112216 WEST 14TH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City4NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City5NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City6NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City7NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City8NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City9NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City10NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City11NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City12NEW YORK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State4NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State5NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State6NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State7NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State8NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State9NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State10NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State11NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State12NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode010011
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode110011
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode210011
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode310011
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode410011
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode510011
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode610011
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode710011
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode810011
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode910011
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1010011
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1110011
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1210011
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg20
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg30
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg40
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg50
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg60
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg70
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg80
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg90
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg100
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg110
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg120
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA1N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA2N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA3N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA4N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA5N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA6N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA7N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA8N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$723,931
Liabilities
$46,046
Net assets
$677,885
Revenue
-
Expenses
$266,179
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.55$0.09$1.47$0.66$0.55$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.08$1.31$0.67$0.55$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.08$1.14$0.67$0.49$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.07$0.95$0.57$0.36$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.09$0.73$0.57$0.28$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.08$0.44$0.53$0.28$0.25
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.06$0.19$0.49$0.51$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.05$0.21$0.46$0.74$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.06$0.49$0.44$0.57$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.07$0.62$0.41$0.53$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.05$0.74$0.40$0.49$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.05$0.83$0.38$0.34$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.05$0.79$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.05$0.68$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.11$0.59$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.08$0.51$0.28