Civic Intelligence

Knox County Other Post-Employment Disability Benefits Trust

EIN 32-6321527 • 501(c)9 • Knoxville, TN

Profile

NONE

400 Main Street No 371Knoxville, TN 37902-2409

www.knoxcounty.org/RETIREMENT

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.08x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

79th percentile

35%

Higher net margin than 79% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

79th percentile

$134,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

94th percentile

54%

Faster asset growth than 94% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-50%

Faster revenue growth than 8% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$1,952,673

Up $685,712 (+54%) from 2020

Liabilities

Down

$155,465

Down $322 (-0.2%) from 2020

Net Assets

Up

$1,797,208

Up $686,034 (+62%) from 2020

Operations
Liabilities / Revenue88th percentileNet Margin79th percentile

Revenue

Down

$645,219

Down $635,594 (-50%) from 2020

Expenses

Down

$420,085

Down $879,183 (-68%) from 2020

Net Income

Up

$225,134

Up $243,589 (+1320%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $367,919Liabilities 2014: $0Net Assets 2014: $367,9192014Assets 2015: $1,269,693Liabilities 2015: $22,099Net Assets 2015: $1,247,5942015Assets 2017: $1,429,142Liabilities 2017: $158,586Net Assets 2017: $1,270,5562017Assets 2019: $1,288,587Liabilities 2019: $117,624Net Assets 2019: $1,170,9632019Assets 2020: $1,266,961Liabilities 2020: $155,787Net Assets 2020: $1,111,1742020Assets 2021: $1,952,673Liabilities 2021: $155,465Net Assets 2021: $1,797,2082021

Highlighted filing

2021

Assets$1,952,673
Liabilities$155,465
Net Assets$1,797,208
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $354,864Expenses 2014: $0Net Income 2014: $354,8642014Revenue 2015: $1,155,884Expenses 2015: $244,093Net Income 2015: $911,7912015Revenue 2017: $1,121,949Expenses 2017: $1,443,742Net Income 2017: -$321,7932017Revenue 2019: $1,475,311Expenses 2019: $1,228,635Net Income 2019: $246,6762019Revenue 2020: $1,280,813Expenses 2020: $1,299,268Net Income 2020: -$18,4552020Revenue 2021: $645,219Expenses 2021: $420,085Net Income 2021: $225,1342021

Highlighted filing

2021

Revenue$645,219
Expenses$420,085
Net Income$225,134
Open 2021 Filing

Filings

Most recent year

2021 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,952,673
Liabilities
$155,465
Net assets
$1,797,208
Revenue
$645,219
Expenses
$420,085
Net income
$225,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.16$1.80$0.65$0.42$0.23
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.16$1.11$1.28$1.30$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.12$1.17$1.48$1.23$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.16$1.27$1.12$1.44$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.02$1.25$1.16$0.24$0.91
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.35$0.00$0.35
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 16, 2021
Return Version
2019v5.2
Gross Receipts
$1,280,813
Mission and Program Overview

Mission

NONE

Provide post-employment disability benefits for the employees of the sponsoring employer of the knox county post-employment disability benefit trust

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,115,422$1,266,961▲ $151,539
Rtn Earn Endowment Incm Other Fnds$1,170,963$1,111,174▼ $59,789
Accounts Receivable$173,165$0▼ $173,165
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,288,587$1,266,961▼ $21,626
Liabilities
Accounts Payable and Accrued Expenses$117,624$155,787▲ $38,163
Total Liabilities$117,624$155,787▲ $38,163
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,170,963$1,111,174▼ $59,789
Total Liabilities and Net Assets / Fund Balance$1,288,587$1,266,961▼ $21,626
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleOtherTotal
-Exec Director of Plan Administrator$130,000$130,000

Board Members and Trustees

NameTitle
Glenn JacobsMember/ Chair
Chris CaldwellProxy for County Mayor/ Chair
Hugh NystromVice Chairman
Jennifer SchroederTrustee
Brad AndersMember
Gabe MullinaxMember
Janet SamarMember
Jennifer HemmelgarnMember
Larsen JayMember
Randy SmithMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,227,762
Investment Income
$53,051
Other Revenue
$0
Change in Net Assets
$-18,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$971,065
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---$328,203
Other Expenses---$11,213
Total Functional Expenses$0$0$0$1,299,268
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is prepared by an independent accounting firm. A copy of the form 990 is reviewed by and presented to the board for approval.”

Form 990, Part VI, Section C, Line 19

“Copies of the plan documents, forms, and other records are custody of the board and will be made available for examination by any interested person. Copies may be obtained at all reasonable times and at a reasonable cost.”

Filing and Contact Details

Filer

Filer Name
Knox County Other Post-employment
EIN
32-6321527
Phone
8652152323
Address
400 MAIN STREET NO 371, KNOXVILLE, TN 37902-2409

Signing Officer

Name
Jennifer Schroeder
Title
Exec Director of Plan Administ
Phone
8652152323
Signed
2021-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Schroeder
Formed
2014
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Pugh & Company Pc
Address
315 N CEDAR BLUFF RD SUITE 200, KNOXVILLE, TN 37923
Preparer
Ted Hotz
Phone
8657690660
Raw XML Appendix346 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0117624
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0155787
IRS990/AccountsReceivableGrp/BOYAmt0173165
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE POST-EMPLOYMENT DISABILITY BENEFITS FOR THE EMPLOYEES OF THE SPONSORING EMPLOYER OF THE KNOX COUNTY POST-EMPLOYMENT DISABILITY BENEFIT TRUST
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0328203
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JENNIFER SCHROEDER
IRS990/BooksInCareOfDetail/PhoneNum08652152323
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 MAIN STREET SUITE 371
IRS990/BooksInCareOfDetail/USAddress/CityNm0KNOXVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0379022409
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0328203
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt053051
IRS990/CYOtherExpensesAmt0971065
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01227762
IRS990/CYRevenuesLessExpensesAmt0-18455
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01299268
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01280813
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE DISABILITY BENEFITS, FULLY FUNDED BY KNOX COUNTY, TO EMPLOYEES OR THEIR SPOUSE AND/OR OTHER DEPENDENTS (UPON DEATH OF PARTICIPANT) WHO BECOME DISABLED ON OR AFTER JANUARY 1, 2014.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FTB ADVISORS - TRUST SERVICES
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/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0BRAD ANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm1RANDY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2LARSEN JAY
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm4HUGH NYSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm5JENNIFER HEMMELGARN
IRS990/Form990PartVIISectionAGrp/PersonNm6GABE MULLINAX
IRS990/Form990PartVIISectionAGrp/PersonNm7JANET SAMAR
IRS990/Form990PartVIISectionAGrp/PersonNm8GLENN JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm9JENNIFER SCHROEDER
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/ReportableCompFromOrgAmt100
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/ReportableCompFromRltdOrgAmt10130000
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PROXY FOR COUNTY MAYOR/ CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER/ CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXEC DIRECTOR OF PLAN ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01280813
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt053051
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053051
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01170963
IRS990/NetAssetsOrFundBalancesEOYAmt01111174
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-41334
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1TRANSFER TO OTHER PLAN
IRS990/OtherExpensesGrp/TotalAmt0959852
IRS990/OtherExpensesGrp/TotalAmt111213
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNIFER SCHROEDER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01227762
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01227762
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0281313
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt053786
IRS990/PYOtherExpensesAmt0947322
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01421525
IRS990/PYRevenuesLessExpensesAmt0246676
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01228635
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01475311
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-18455
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01111174
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IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY OF THE FORM 990 IS REVIEWED BY AND PRESENTED TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE PLAN DOCUMENTS, FORMS, AND OTHER RECORDS ARE CUSTODY OF THE BOARD AND WILL BE MADE AVAILABLE FOR EXAMINATION BY ANY INTERESTED PERSON. COPIES MAY BE OBTAINED AT ALL REASONABLE TIMES AND AT A REASONABLE COST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KNOX COUNTY GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1KNOX COUNTY RETIREMENT & PENSION BOARD & SYSTEM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0LOCAL GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1LOCAL GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1RETIREMENT BOARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0400 MAIN STREET SUITE 630
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1400 MAIN STREET SUITE 371
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KNOXVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1KNOXVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd037902
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd137902
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01227762
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TotalAssetsBOYAmt01288587
IRS990/TotalAssetsEOYAmt01266961
IRS990/TotalAssetsGrp/BOYAmt01288587
IRS990/TotalAssetsGrp/EOYAmt01266961
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01299268
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0117624
IRS990/TotalLiabilitiesEOYAmt0155787
IRS990/TotalLiabilitiesGrp/BOYAmt0117624
IRS990/TotalLiabilitiesGrp/EOYAmt0155787
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01170963
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01111174
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01227762
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt053051
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01227762
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01280813
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01288587
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01266961
IRS990/TotReportableCompRltdOrgAmt0130000
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0400 MAIN STREET NO 371
IRS990/USAddress/CityNm0KNOXVILLE
IRS990/USAddress/StateAbbreviationCd0TN
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IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.KNOXCOUNTY.ORG/RETIREMENT
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER SCHROEDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR OF PLAN ADMINIST
ReturnHeader/BusinessOfficerGrp/PhoneNum08652152323
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KNOX COUNTY OTHER POST-EMPLOYMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DISABILITY BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KNOX
ReturnHeader/Filer/EIN0326321527
ReturnHeader/Filer/PhoneNum08652152323
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 MAIN STREET NO 371
ReturnHeader/Filer/USAddress/CityNm0KNOXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0379022409
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621142155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PUGH & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0315 N CEDAR BLUFF RD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KNOXVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037923
ReturnHeader/PreparerPersonGrp/PhoneNum08657690660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TED HOTZ
ReturnHeader/ReturnTs02021-05-17T10:14:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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