Civic Intelligence

Cement and Concrete Workers Scholarship Fund

990 • Fiscal year 2021 • EIN 30-6082178

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 20, 2022

Organization ProfileWWW.CCWBF.ORG

View Organization Page

35-30 Francis Lewis Blvd 201Flushing, NY 11358

(718) 762-6133

Siviq Scores

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

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

2021 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.07x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2021

Net Margin

53rd percentile

35%

Higher net margin than 53% of similar nonprofits.

2021 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

95th percentile

$372,151

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 81.5% of source-year revenue.

2021 filings • NTEE B82 • $1M-$5M nonprofits • Source year 2021

Asset Growth

44th percentile

7.9%

Faster asset growth than 44% of similar nonprofits.

2021 filings • NTEE B82 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

68%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • NTEE B82 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$2,735,907

Up $200,799 (+7.9%) from 2020

Net Assets

Up

$2,702,333

Up $180,402 (+7.2%) from 2020

Liabilities

Up

$33,574

Up $20,397 (+155%) from 2020

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin53rd percentile

Revenue

Up

$456,501

Up $185,571 (+68%) from 2020

Expenses

Up

$296,245

Up $7,899 (+2.7%) from 2020

Net Income

Up

$160,256

Up $177,672 (+1020%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $772,851Liabilities 2010: $8,000Net Assets 2010: $764,8512010Assets 2011: $836,962Liabilities 2011: $154,500Net Assets 2011: $682,4622011Assets 2012: $1,046,735Liabilities 2012: $172,500Net Assets 2012: $874,2352012Assets 2013: $1,222,444Liabilities 2013: $187,500Net Assets 2013: $1,034,9442013Assets 2014: $1,371,260Liabilities 2014: $183,625Net Assets 2014: $1,187,6352014Assets 2015: $1,451,899Liabilities 2015: $251,275Net Assets 2015: $1,200,6242015Assets 2016: $1,777,635Liabilities 2016: $266,400Net Assets 2016: $1,511,2352016Assets 2017: $2,053,735Liabilities 2017: $25,971Net Assets 2017: $2,027,7642017Assets 2019: $2,387,133Liabilities 2019: $28,605Net Assets 2019: $2,358,5282019Assets 2020: $2,535,108Liabilities 2020: $13,177Net Assets 2020: $2,521,9312020Assets 2021: $2,735,907Liabilities 2021: $33,574Net Assets 2021: $2,702,3332021Assets 2024: $2,662,807Liabilities 2024: $20,533Net Assets 2024: $2,642,2742024

Highlighted filing

2021

Assets$2,735,907
Liabilities$33,574
Net Assets$2,702,333
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $91,5172010Expenses 2011: $126,0442011Expenses 2012: $125,4882012Revenue 2013: $288,145Expenses 2013: $125,204Net Income 2013: $162,9412013Revenue 2014: $300,589Expenses 2014: $148,561Net Income 2014: $152,0282014Revenue 2015: $342,241Expenses 2015: $232,964Net Income 2015: $109,2772015Revenue 2016: $319,815Expenses 2016: $92,658Net Income 2016: $227,1572016Revenue 2017: $355,803Expenses 2017: $177,226Net Income 2017: $178,5772017Revenue 2019: $359,401Expenses 2019: $280,998Net Income 2019: $78,4032019Revenue 2020: $270,930Expenses 2020: $288,346Net Income 2020: -$17,4162020Revenue 2021: $456,501Expenses 2021: $296,245Net Income 2021: $160,2562021Revenue 2024: $446,459Expenses 2024: $352,436Net Income 2024: $94,0232024

Highlighted filing

2021

Revenue$456,501
Expenses$296,245
Net Income$160,256
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 20, 2022
Return Version
2021v4.2
Gross Receipts
$2,612,835
Mission and Program Overview

Mission

To provide scholarships for the dependents of union members of the cement and concrete workers district council.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,997,207$2,247,661▲ $250,454
Cash and Non-Interest-Bearing Accounts$388,798$341,002▼ $47,796
Prepaid Expenses and Deferred Charges$123,750$123,750→ $0
Accounts Receivable$20,000$18,000▼ $2,000
Total Assets$2,535,108$2,735,907▲ $200,799
Other Assets Total$5,353$5,494▲ $141
Liabilities
Other Liabilities$124$20,071▲ $19,947
Accounts Payable and Accrued Expenses$13,053$13,503▲ $450
Total Liabilities$13,177$33,574▲ $20,397
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,521,931$2,702,333▲ $180,402
Total Net Assets Fund Balance$2,521,931$2,702,333▲ $180,402
Total Liabilities and Net Assets / Fund Balance$2,535,108$2,735,907▲ $200,799
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Eric LeeEmployer Trustee
KEVIN O'BRIENEmployer Trustee
Michael SalgoEmployer Trustee
Angelo AngeloneUnion Trustee
Anthony AmellaUnion Trustee
John PetersUnion Trustee
KIERAN O'SULLIVANUnion Trustee
Abby KaplanAssistant Fund Administrator
Margaret BowenFund Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$130,526
Program Service Revenue
$110,289
Investment Income
$215,686
Other Revenue
$0
Change in Net Assets
$160,256

Audited Revenue Reconciliation

Revenue per Audited Statements
$431,940
Revenue Not Reported on Financial Statements
$24,561
Revenue Not Reported on Form 990
$118,115
Total Revenue per Audited Statements
$550,055
Total Revenue per Form 990
$456,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$243,740
Other Expenses$52,505
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$243,740--$243,740
Fees for Service Investment Mgmnt Fees-$24,561-$24,561
Other Expenses-$17,031-$17,031
Fees for Services Accounting-$8,500-$8,500
Fees for Services Legal-$1,850-$1,850
Office Expenses-$563-$563
Total Functional Expenses$243,740$52,505$0$296,245

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$369,653
Total Expenses per Form 990$296,245
Expenses per Audited Statements$271,684
Expenses Not Reported on Form 990$97,969
Expenses Not Reported on Financial Statements$24,561
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$97,969
Fundraising Gross Income$97,969
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$228,495$97,969$23,748$74,221
Total Events$228,495$97,969$97,969$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
Net Trades Pending Settlement$15,024
Due to Related Organizations$5,047
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
No
Other officer compensation reviewed
No
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 A, Line 7A

“The plan is jointly administered by trustees who are appointed by the district council and by employer associations.”

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

“A copy of form 990 is provided to all voting members of the governing body and reviewed at a regularly scheduled board meeting prior to submission.”

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

“As required by the fund's policy and by erisa, officers, directors, and key employees have a continuous obligation to report potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Documents are available to the public to the extent required by law. Participants may view documents at the fund office upon request.”

Filing and Contact Details

Filer

Filer Name
Cement and Concrete Workers Scholarship
EIN
30-6082178
Phone
7187626133
Address
35-30 FRANCIS LEWIS BLVD 201, FLUSHING, NY 11358

Signing Officer

Name
Angelo Angelone
Title
Union Trustee
Phone
7187626133
Signed
2022-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Bowen
Formed
2004
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising income 97,969.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 97,969.”

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.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0240815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0181348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0130743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0169777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0200024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0922707
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt039317
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038611
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt040186
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032814
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt046689
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0197617
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt039317
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038611
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt040186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032814
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt046689
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0197617
IRS990ScheduleA/InvestmentIncomeCYPct00.17110
IRS990ScheduleA/InvestmentIncomePYPct00.17960
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt018450
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt016407
IRS990ScheduleA/OtherIncome509Grp/TotalAmt034857
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79880
IRS990ScheduleA/PublicSupportPY509Pct00.78890
IRS990ScheduleA/PublicSupportTotal509Amt0922707
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0240815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0181348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0130743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0169777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0200024
IRS990ScheduleA/Total509Grp/TotalAmt0922707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0280132
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0219959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0189379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0218998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0246713
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01155181
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt097969
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt024561
IRS990ScheduleD/ExpensesSubtotalAmt0271684
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt024561
IRS990ScheduleD/InvestmentExpensesNotIncldAmt024561
IRS990ScheduleD/NetUnrealizedGainsInvstAmt020146
IRS990ScheduleD/OtherExpensesIncludedAmt097969
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05047
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt115024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NET TRADES PENDING SETTLEMENT
IRS990ScheduleD/OtherRevenueAmt097969
IRS990ScheduleD/RevenueNotReportedAmt0118115
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt024561
IRS990ScheduleD/RevenueSubtotalAmt0431940
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING INCOME 97,969.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 97,969.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0296245
IRS990ScheduleD/TotalLiabilityAmt020071
IRS990ScheduleD/TotalRevenuePerForm990Amt0456501
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0550055
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0369653
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0130526
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0130526
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt097969
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0228495
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0228495
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt097969
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt097969
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt015407
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt015407
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023748
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023748
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt058814
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt058814
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0247500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt033
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES AN INDEPENDENT AND PROFESSIONAL EDUCATIONAL ORGANIZATION TO EVALUATE SCHOLARSHIP APPLICANTS. THEY WILL ALSO PROCESS ALL APPLICATIONS, SCREEN APPLICANTS, AND SELECT WINNERS OF THE AWARDS AND, THEREAFTER, MAINTAIN THE RULES OF THE PROGRAM THROUGHOUT THE STUDENT'S COLLEGE CAREER. THE AWARD WINNERS CAN USE THE SCHOLARSHIP ONLY IF ACCEPTED AT AN ACCREDITED TWO-YEAR OR FOUR-YEAR COLLEGE OR UNIVERSITY ACCEPTED BY THE ORGANIZATION AND ARE ENROLLED IN A COURSE OF STUDY LEADING TO A DEGREE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV- ADDITIONAL SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0267903
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1175480
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt063592
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt144118
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt040656
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt128206
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARGARET BOWEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ABBY KAPLAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ASSISTANT FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0372151
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1247804
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE DISTRICT COUNCIL AND BY EMPLOYER ASSOCIATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO ALL VOTING MEMBERS OF THE GOVERNING BODY AND REVIEWED AT A REGULARLY SCHEDULED BOARD MEETING PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST.

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,735,907
Liabilities
$33,574
Net assets
$2,702,333
Revenue
$456,501
Expenses
$296,245
Net income
$160,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.02$2.64$0.45$0.35$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.74$0.03$2.70$0.46$0.30$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.01$2.52$0.27$0.29$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.03$2.36$0.36$0.28$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.03$2.03$0.36$0.18$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.27$1.51$0.32$0.09$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.25$1.20$0.34$0.23$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.18$1.19$0.30$0.15$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.19$1.03$0.29$0.13$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.17$0.87$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.15$0.68$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.01$0.76$0.09