Civic Intelligence

Iupat Welfare Fund of Western Pennsylvania

990 • Fiscal year 2013 • EIN 25-1010829

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 30, 2014

Organization ProfileN/A

View Organization Page

5 Hot Metal Street15203

(412) 432-0435

Siviq Scores

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

Liabilities / Assets

50th percentile

0.03x

Higher debt load relative to assets than 50% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

53rd percentile

0.04x

Higher debt load relative to revenue than 53% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

35th percentile

-0.9%

Higher net margin than 35% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

49th percentile

4.3%

Faster asset growth than 49% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$19,601,661

Up $799,124 (+4.3%) from 2012

Net Assets

Up

$19,029,748

Up $801,236 (+4.4%) from 2012

Liabilities

Down

$571,913

Down $2,112 (-0.4%) from 2012

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin35th percentile

Revenue

$13,084,452

No earlier filing loaded for comparison.

Expenses

Up

$13,206,486

Up $42,002 (+0.3%) from 2012

Net Income

-$122,034

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$40M$30M$20M$10M$0Assets 2010: $18,494,184Liabilities 2010: $613,436Net Assets 2010: $17,880,7482010Assets 2011: $17,671,135Liabilities 2011: $529,801Net Assets 2011: $17,141,3342011Assets 2012: $18,802,537Liabilities 2012: $574,025Net Assets 2012: $18,228,5122012Assets 2013: $19,601,661Liabilities 2013: $571,913Net Assets 2013: $19,029,7482013Assets 2014: $18,667,947Liabilities 2014: $517,978Net Assets 2014: $18,149,9692014Assets 2015: $18,287,880Liabilities 2015: $592,106Net Assets 2015: $17,695,7742015Assets 2016: $19,342,415Liabilities 2016: $2,099,064Net Assets 2016: $17,243,3512016Assets 2017: $19,752,532Liabilities 2017: $2,364,892Net Assets 2017: $17,387,6402017Assets 2018: $17,716,901Liabilities 2018: $1,109,721Net Assets 2018: $16,607,1802018Assets 2019: $21,807,254Liabilities 2019: $743,816Net Assets 2019: $21,063,4382019Assets 2020: $23,329,438Liabilities 2020: $1,111,849Net Assets 2020: $22,217,5892020Assets 2021: $29,733,826Liabilities 2021: $1,164,291Net Assets 2021: $28,569,5352021Assets 2022: $25,100,731Liabilities 2022: $428,305Net Assets 2022: $24,672,4262022Assets 2023: $29,132,520Liabilities 2023: $1,132,193Net Assets 2023: $28,000,3272023Assets 2024: $33,631,255Liabilities 2024: $3,168,855Net Assets 2024: $30,462,4002024

Highlighted filing

2013

Assets$19,601,661
Liabilities$571,913
Net Assets$19,029,748
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2010: $12,621,8852010Expenses 2011: $12,333,1752011Expenses 2012: $13,164,4842012Revenue 2013: $13,084,452Expenses 2013: $13,206,486Net Income 2013: -$122,0342013Revenue 2014: $13,276,075Expenses 2014: $14,231,784Net Income 2014: -$955,7092014Revenue 2015: $15,019,808Expenses 2015: $14,986,005Net Income 2015: $33,8032015Revenue 2016: $16,072,925Expenses 2016: $16,682,343Net Income 2016: -$609,4182016Revenue 2017: $16,063,650Expenses 2017: $16,637,052Net Income 2017: -$573,4022017Revenue 2018: $17,325,696Expenses 2018: $17,303,283Net Income 2018: $22,4132018Revenue 2019: $20,775,094Expenses 2019: $17,464,392Net Income 2019: $3,310,7022019Revenue 2020: $18,614,956Expenses 2020: $18,559,166Net Income 2020: $55,7902020Revenue 2021: $27,883,975Expenses 2021: $22,343,116Net Income 2021: $5,540,8592021Revenue 2022: $22,339,704Expenses 2022: $23,127,542Net Income 2022: -$787,8382022Revenue 2023: $21,801,941Expenses 2023: $19,949,601Net Income 2023: $1,852,3402023Revenue 2024: $23,112,780Expenses 2024: $21,516,322Net Income 2024: $1,596,4582024

Highlighted filing

2013

Revenue$13,084,452
Expenses$13,206,486
Net Income-$122,034
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 30, 2014
Return Version
2013v3.1
Gross Receipts
$15,677,214
Mission and Program Overview

Mission

To pay health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$18,228,512$19,029,748▲ $801,236
Investments in Publicly Traded Securities$15,760,290$16,543,577▲ $783,287
Accounts Receivable$2,089,981$2,035,896▼ $54,085
Savings and Temporary Cash Investments$694,472$708,145▲ $13,673
Prepaid Expenses and Deferred Charges$7,894$33,743▲ $25,849
Total Assets$18,802,537$19,601,661▲ $799,124
Other Assets Total$249,900$280,300▲ $30,400
Liabilities
Accounts Payable and Accrued Expenses$419,615$422,997▲ $3,382
Other Liabilities$154,410$148,916▼ $5,494
Total Liabilities$574,025$571,913▼ $2,112
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,228,512$19,029,748▲ $801,236
Total Liabilities and Net Assets / Fund Balance$18,802,537$19,601,661▲ $799,124
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Anthony DestefanoTrustee
Art AvalotisTrustee
Barry TurnerTrustee
Chris GeronimosTrustee
Chris KucherawyTrustee
Dale ArnoldTrustee
Fred EpiscopoTrustee
Samuel ProdonovichTrustee
Thomas RedmanTrustee
Thomas TygerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Central Data ServicesAdministrator-$345,120
Pnc BankInvestment Mgr-$113,911
Tucker ArensbergLegal-$103,810
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,221,029
Investment Income
$863,423
Other Revenue
$0
Change in Net Assets
$-122,034

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,970,541
Revenue Not Reported on Financial Statements
$113,911
Revenue Not Reported on Form 990
$923,270
Total Revenue per Audited Statements
$13,893,811
Total Revenue per Form 990
$13,084,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$676,563
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---$12,529,923
Fees for Service Investment Mgmnt Fees---$113,911
Fees for Services Legal---$103,810
Fees for Services Other---$38,000
Insurance---$28,554
Office Expenses---$24,023
Fees for Services Accounting---$20,000
Other Expenses---$1,358
Conferences and Meetings---$807
Total Functional Expenses$0$0$0$13,206,486

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,206,486
Expenses per Audited Statements$13,092,575
Total Expenses per Audited Statements$13,092,575
Expenses Not Reported on Financial Statements$113,911
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employer Deposits$123,662
Employee Contributions in Advance$25,254
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Filing and Contact Details

Filer

EIN
25-1010829
Phone
4124320435

Signing Officer

Name
Anthony Destefano
Title
Trustee
Phone
4124320435
Signed
2014-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Destefano
Formed
1953
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
1,163
Volunteers
0

Preparer

Preparer
Frank O Diclaudio
Phone
4122207722
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Reviewed by signing trustee”

Pt VI, Line 19

“Form 990 available upon request”

Pt XII, Line 2C

“Board of trustees selects auditors”

Pt XI

“Unrealized gain on investments”

Schedule R

“All contributing employers to the multi employer welfare”

Schedule R

“Fund are listed in schedule r. For the employers who did not”

Schedule R

“Provide requested information we estimated the information”

Schedule R

“As follow - ein (11-1111111) state of domicile (same as address)”

Schedule R

“Type of entity (c corporation)”

Form 990EZ, Part II, Line 24

“Accounts receivable - net prepaids investments”

Form 990EZ, Part II, Line 26

“Accounts payable & accrued expenses”

Raw XML AppendixShowing 400 of 1,896 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0419615
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0422997
IRS990/AccountsReceivableGrp/BOYAmt02089981
IRS990/AccountsReceivableGrp/EOYAmt02035896
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PAY HEALTH AND WELFARE BENEFITS
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt012529923
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10CENTRAL DATA SERVICES
IRS990/BooksInCareOfDetail/PhoneNum04124320435
IRS990/BooksInCareOfDetail/USAddress/AddressLine105 HOT METAL STREET STE 200
IRS990/BooksInCareOfDetail/USAddress/City0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/State0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode015203
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0807
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0345120
IRS990/ContractorCompensationGrp/CompensationAmt1113911
IRS990/ContractorCompensationGrp/CompensationAmt2103810
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine105 HOT METAL STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine11620 LIBERTY AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine121500 ONE PPG PLACE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0PITTSBURGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City1PITTSBURGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City2PITTSBURGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State1PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State2PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode015203
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode115222
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode215222
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10CENTRAL DATA SERVICES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine11PNC BANK
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine12TUCKER ARENSBERG
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1INVESTMENT MGR
IRS990/ContractorCompensationGrp/ServicesDesc2LEGAL
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt012529923
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0863423
IRS990/CYOtherExpensesAmt0676563
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt012221029
IRS990/CYRevenuesLessExpensesAmt0-122034
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt013206486
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013084452
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0HEALTH AND WELFARE BENEFITS ARE PROVIDED TO MEMBERS OF THE PAINTERS UNION.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01163
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt020000
IRS990/FeesForServicesLegalGrp/TotalAmt0103810
IRS990/FeesForServicesOtherGrp/TotalAmt038000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0113911
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0ANTHONY DESTEFANO
IRS990/Form990PartVIISectionAGrp/PersonNm1SAMUEL PRODONOVICH
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS TYGER
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS REDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4BARRY TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRIS GERONIMOS
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS KUCHERAWY
IRS990/Form990PartVIISectionAGrp/PersonNm7DALE ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm8FRED EPISCOPO
IRS990/Form990PartVIISectionAGrp/PersonNm9ART AVALOTIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0325250
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02918012
IRS990/GrossReceiptsAmt015677214
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt028554
IRS990/InvestmentIncomeGrp/ExclusionAmt0538173
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0538173
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015760290
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016543577
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02592762
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PAY HEALTH AND WELFARE BENEFITS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt018228512
IRS990/NetAssetsOrFundBalancesEOYAmt019029748
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0325250
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0325250
IRS990/NetUnrlzdGainsLossesInvstAmt0923270
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt024023
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0249900
IRS990/OtherAssetsTotalGrp/EOYAmt0280300
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION FEE
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0345120
IRS990/OtherExpensesGrp/TotalAmt1980
IRS990/OtherExpensesGrp/TotalAmt21358
IRS990/OtherLiabilitiesGrp/BOYAmt0154410
IRS990/OtherLiabilitiesGrp/EOYAmt0148916
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07894
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033743
IRS990/PrincipalOfficerNm0ANTHONY DESTEFANO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIB.
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIB.
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011410182
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1810847
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt012509758
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0640691
IRS990/PYOtherExpensesAmt0654726
IRS990/PYOtherRevenueAmt098384
IRS990/PYProgramServiceRevenueAmt012540693
IRS990/PYRevenuesLessExpensesAmt0115284
IRS990/PYTotalExpensesAmt013164484
IRS990/PYTotalRevenueAmt013279768
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-122034
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt018228512
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt019029748
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0694472
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0708145
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0113911
IRS990ScheduleD/ExpensesSubtotalAmt013092575
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0113911
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0113911
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0923270
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025254
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1123662
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EMPLOYEE CONTRIBUTIONS IN ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1EMPLOYER DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt0923270
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0113911
IRS990ScheduleD/RevenueSubtotalAmt012970541
IRS990ScheduleD/TotalExpensesPerForm990Amt013206486
IRS990ScheduleD/TotalLiabilityAmt0148916
IRS990ScheduleD/TotalRevenuePerForm990Amt013084452
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013893811
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013092575
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY SIGNING TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF TRUSTEES SELECTS AUDITORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL CONTRIBUTING EMPLOYERS TO THE MULTI EMPLOYER WELFARE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FUND ARE LISTED IN SCHEDULE R. FOR THE EMPLOYERS WHO DID NOT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROVIDE REQUESTED INFORMATION WE ESTIMATED THE INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AS FOLLOW - EIN (11-1111111) STATE OF DOMICILE (SAME AS ADDRESS)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TYPE OF ENTITY (C CORPORATION)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACCOUNTS RECEIVABLE - NET PREPAIDS INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACCOUNTS PAYABLE & ACCRUED EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4SCHEDULE R
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5SCHEDULE R
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6SCHEDULE R
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7SCHEDULE R
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8SCHEDULE R
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0251021384
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1141906280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2263619476
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3251420140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4232883197
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN5161442551
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN6841671014
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN7251248576
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN8431954261
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN9251728066
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN10381750887
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN11251187540
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN12251420997
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN13251661069
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN14251198999
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN15271071378
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN16232950536
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN17251317088
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN18251614398
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN19341766983
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN20311492884
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN21232875221
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN22202575376
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN23202467898
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN24232499111
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN25251622251
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN26251897195
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN27251055596
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN28251873579
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN29411300221
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN30251527596
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN31232649210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN32251589438
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN33251501731
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN34341613015
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN35251760300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN36311543826
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN37251900212
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN38250960938
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN39251346994
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN40251366857
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN41239434280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN42250941059
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN43251188992
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN44250930077
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN45251691491
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN46251217623
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN47262211966
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN48232883785
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN49223891530
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN50341853202
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN51341156860
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN52231582002
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN53251223856
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN54510510375
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN55611155784
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN56341051019
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN57251572273
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN58251618318
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN59251739016
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN60204363337
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN61271467044
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN62251685865
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN63341564476
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN64231295891
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN65251419280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN66341786206
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN67251073268
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN68251838136
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN69251509609
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN70251881647
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN71251724934
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN72410836196
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN73231312514
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN74251269125
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN75300657503
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN76251481880
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN77562471556
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN78760823792
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN79341510223
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN80251749348
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN81251525884
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN82341825815
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN83251214891
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN84251059774
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN85201356395
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN86161273744
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN87131354550
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN88251504013
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN89161462310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN90203076012
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN91341818753
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN92020796421

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,601,661
Liabilities
$571,913
Net assets
$19,029,748
Revenue
$13,084,452
Expenses
$13,206,486
Net income
-$122,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.6$3.17$30.5$23.1$21.5$1.60
2023Detailed filing. Detailed filing data is available for this year.$29.1$1.13$28.0$21.8$19.9$1.85
2022Detailed filing. Detailed filing data is available for this year.$25.1$0.43$24.7$22.3$23.1$0.79
2021Detailed filing. Detailed filing data is available for this year.$29.7$1.16$28.6$27.9$22.3$5.54
2020Detailed filing. Detailed filing data is available for this year.$23.3$1.11$22.2$18.6$18.6$0.06
2019Detailed filing. Detailed filing data is available for this year.$21.8$0.74$21.1$20.8$17.5$3.31
2018Detailed filing. Detailed filing data is available for this year.$17.7$1.11$16.6$17.3$17.3$0.02
2017Detailed filing. Detailed filing data is available for this year.$19.8$2.36$17.4$16.1$16.6$0.57
2016Detailed filing. Detailed filing data is available for this year.$19.3$2.10$17.2$16.1$16.7$0.61
2015Detailed filing. Detailed filing data is available for this year.$18.3$0.59$17.7$15.0$15.0$0.03
2014Detailed filing. Detailed filing data is available for this year.$18.7$0.52$18.1$13.3$14.2$0.96
2013Detailed filing. Detailed filing data is available for this year.$19.6$0.57$19.0$13.1$13.2$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$0.57$18.2$13.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$0.53$17.1$12.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$0.61$17.9$12.6