Civic Intelligence

Cleveland Bakers and Teamsters Health and Welfare Fund

990 • Fiscal year 2013 • EIN 34-0753693

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

Organization ProfileN/A

View Organization Page

9665 Rockside Road No C44125

(216) 781-6858

Siviq Scores

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

Liabilities / Assets

68th percentile

0.16x

Higher debt load relative to assets than 68% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

80th percentile

0.24x

Higher debt load relative to revenue than 80% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Net Margin

15th percentile

-7.4%

Higher net margin than 15% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Asset Growth

35th percentile

3.6%

Faster asset growth than 35% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M 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 / Assets68th percentile

Assets

Up

$87,881,813

Up $3,055,051 (+3.6%) from 2012

Net Assets

Up

$73,761,616

Up $2,553,314 (+3.6%) from 2012

Liabilities

Up

$14,120,197

Up $501,737 (+3.7%) from 2012

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin15th percentile

Revenue

$59,366,511

No earlier filing loaded for comparison.

Expenses

Up

$63,760,352

Up $3,443,505 (+5.7%) from 2012

Net Income

-$4,393,841

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$150M$100M$50M$0Assets 2010: $100,151,263Liabilities 2010: $35,581,562Net Assets 2010: $64,569,7012010Assets 2011: $76,446,193Liabilities 2011: $10,919,932Net Assets 2011: $65,526,2612011Assets 2012: $84,826,762Liabilities 2012: $13,618,460Net Assets 2012: $71,208,3022012Assets 2013: $87,881,813Liabilities 2013: $14,120,197Net Assets 2013: $73,761,6162013Assets 2014: $87,822,165Liabilities 2014: $15,454,315Net Assets 2014: $72,367,8502014Assets 2015: $83,392,880Liabilities 2015: $11,542,329Net Assets 2015: $71,850,5512015Assets 2016: $78,693,242Liabilities 2016: $6,164,852Net Assets 2016: $72,528,3902016Assets 2017: $82,741,303Liabilities 2017: $5,238,308Net Assets 2017: $77,502,9952017Assets 2018: $76,133,768Liabilities 2018: $6,106,994Net Assets 2018: $70,026,7742018Assets 2019: $80,454,650Liabilities 2019: $6,111,915Net Assets 2019: $74,342,7352019Assets 2020: $86,130,651Liabilities 2020: $6,416,740Net Assets 2020: $79,713,9112020Assets 2021: $91,809,793Liabilities 2021: $5,333,917Net Assets 2021: $86,475,8762021Assets 2022: $93,528,628Liabilities 2022: $5,568,032Net Assets 2022: $87,960,5962022Assets 2023: $111,477,545Liabilities 2023: $6,337,881Net Assets 2023: $105,139,6642023Assets 2024: $123,052,033Liabilities 2024: $5,937,786Net Assets 2024: $117,114,2472024

Highlighted filing

2013

Assets$87,881,813
Liabilities$14,120,197
Net Assets$73,761,616
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MExpenses 2010: $52,811,4052010Expenses 2011: $56,592,7822011Expenses 2012: $60,316,8472012Revenue 2013: $59,366,511Expenses 2013: $63,760,352Net Income 2013: -$4,393,8412013Revenue 2014: $65,121,617Expenses 2014: $66,673,046Net Income 2014: -$1,551,4292014Revenue 2015: $64,988,675Expenses 2015: $60,187,907Net Income 2015: $4,800,7682015Revenue 2016: $62,462,928Expenses 2016: $64,785,288Net Income 2016: -$2,322,3602016Revenue 2017: $65,533,746Expenses 2017: $65,284,618Net Income 2017: $249,1282017Revenue 2018: $65,136,624Expenses 2018: $66,572,140Net Income 2018: -$1,435,5162018Revenue 2019: $61,282,008Expenses 2019: $65,187,643Net Income 2019: -$3,905,6352019Revenue 2020: $64,769,026Expenses 2020: $65,547,560Net Income 2020: -$778,5342020Revenue 2021: $61,981,646Expenses 2021: $60,725,981Net Income 2021: $1,255,6652021Revenue 2022: $72,549,949Expenses 2022: $65,040,324Net Income 2022: $7,509,6252022Revenue 2023: $82,614,251Expenses 2023: $70,805,231Net Income 2023: $11,809,0202023Revenue 2024: $80,658,619Expenses 2024: $71,639,752Net Income 2024: $9,018,8672024

Highlighted filing

2013

Revenue$59,366,511
Expenses$63,760,352
Net Income-$4,393,841
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 11, 2014
Return Version
2013v3.0
Gross Receipts
$63,787,810
Mission and Program Overview

Mission

To perform functions associated with administering a multi-employer health & welfare plan on behalf of participants and their dependents.

To perform functions associated with administering a multi-employer health & welfare plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$68,328,159$71,885,887▲ $3,557,728
Cash and Non-Interest-Bearing Accounts$8,438,332$8,438,332→ $0
Accounts Receivable$5,182,559$4,602,349▼ $580,210
Savings and Temporary Cash Investments$2,745,016$2,608,903▼ $136,113
Land, Buildings, and Equipment, Net$75,224$245,697▲ $170,473
Prepaid Expenses and Deferred Charges$50,313$90,979▲ $40,666
Total Assets$84,826,762$87,881,813▲ $3,055,051
Other Assets Total$7,159$9,666▲ $2,507
Liabilities
Other Liabilities$13,100,000$13,700,000▲ $600,000
Accounts Payable and Accrued Expenses$518,460$420,197▼ $98,263
Total Liabilities$13,618,460$14,120,197▲ $501,737
Net Assets / Fund Balance
Unrestricted Net Assets$71,208,302$73,761,616▲ $2,553,314
Total Net Assets Fund Balance$71,208,302$73,761,616▲ $2,553,314
Total Liabilities and Net Assets / Fund Balance$84,826,762$87,881,813▲ $3,055,051

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$219,502$452,350$671,852
Leasehold Improvements$0$217,731$217,731
Other Land Buildings$26,195$113,192$139,387
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Carl PecoraroChairman
Edward ThomasCo-chairman
Abe HerskovitzTrustee
Albert R MixonTrustee
Mark SponsellerTrustee
Michael StanekTrustee
Paul LabudaTrustee
Paul SchwebelTrustee
Phil LukicTrustee
Ray BrownTrustee
Ray HuberTrustee
Stan LabudaTrustee
Thomas HeinenTrustee
Bruce LeffTrustee (alt)
Josh ShapiraTrustee (alt)
Mike GalassiTrustee (alt)
Tom ZdanowiczTrustee (alt)
Tony SleeTrustee (alt)
Ed WeintraubSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Towers WatsonActuarial & Benefit Consulting-$228,400
Moreland PartnersBusiness Systems Consulting-$184,815
Western Asset Management CompanyInvestment Management-$123,810
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$56,815,675
Investment Income
$1,596,013
Other Revenue
$954,823
Change in Net Assets
$-4,393,841

Audited Revenue Reconciliation

Revenue per Audited Statements
$59,112,119
Revenue Not Reported on Financial Statements
$254,392
Revenue Not Reported on Form 990
$6,947,155
Total Revenue per Audited Statements
$66,059,274
Total Revenue per Form 990
$59,366,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,116,107
Other Expenses$1,011,065
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$61,633,180
Other Salaries and Wages---$750,965
Fees for Service Investment Mgmnt Fees---$254,392
Fees for Services Other---$175,411
Pension Plan Contributions---$157,717
Office Expenses---$151,626
Other Employee Benefits---$150,869
Fees for Services Legal---$142,410
Fees for Services Accounting---$73,975
Occupancy---$66,840
Payroll Taxes---$56,556
Travel---$38,912
Insurance---$38,158
Depreciation Depletion---$29,354
Other Expenses---$3,292
Conferences and Meetings---$3,288
Total Functional Expenses$0$0$0$63,760,352

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$63,760,352
Expenses per Audited Statements$62,905,960
Total Expenses per Audited Statements$62,905,960
Expenses Not Reported on Financial Statements$854,392
Other Expense Adjustments$600,000
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Term Liab Reserve Acct$13,700,000
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 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 2

“Paul labuda and stan labuda have a family relationship.”

Form 990, Part VI, Section B, Line 11

“The form 990 is circulated to all trustees to review prior to filing with the irs.”

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

“Trustees are covered under the policy. A list of all financial transactions are reviewed and approved on a quarterly basis by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The documents are available upon request according to the period of disclosure provided by irc section 6104(d).”

Form 990, Part VII, Line 1A, Column B

“Time devoted to position is as needed. Hours provided are averages estimated for each trustee.”

Filing and Contact Details

Filer

EIN
34-0753693
Phone
2167816858

Signing Officer

Name
Carl Pecoraro
Title
Chairman
Phone
2167816858
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carl Pecoraro
Formed
1952
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
17
Volunteers
0

Preparer

Preparer
Zachary Fortsch
Phone
2165231900
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the u.s. Federal tax authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2010.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Additional benefits paid on behalf of participants 600,000.”

Raw XML AppendixShowing 400 of 472 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE (ALT)
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE (ALT)
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE (ALT)
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE (ALT)
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE (ALT)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01407178
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05828477
IRS990/GrossReceiptsAmt063787810
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt038158
IRS990/InvestmentIncomeGrp/ExclusionAmt0188835
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0188835
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt068328159
IRS990/InvestmentsPubTradedSecGrp/EOYAmt071885887
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0783273
IRS990/LandBldgEquipBasisNetGrp/BOYAmt075224
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0245697
IRS990/LandBldgEquipCostOrOtherBssAmt01028970
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04421299
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PERFORM FUNCTIONS ASSOCIATED WITH ADMINISTERING A MULTI-EMPLOYER HEALTH & WELFARE PLAN ON BEHALF OF PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt071208302
IRS990/NetAssetsOrFundBalancesEOYAmt073761616
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01407178
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01407178
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06947155
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt066840
IRS990/OfficeExpensesGrp/TotalAmt0151626
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07159
IRS990/OtherAssetsTotalGrp/EOYAmt09666
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0150869
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENT & MAINT
IRS990/OtherExpensesGrp/Desc1AUTO EXPENSE
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt024052
IRS990/OtherExpensesGrp/TotalAmt19355
IRS990/OtherExpensesGrp/TotalAmt23292
IRS990/OtherLiabilitiesGrp/BOYAmt013100000
IRS990/OtherLiabilitiesGrp/EOYAmt013700000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FORMULARY REBATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0954823
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0954823
IRS990/OtherRevenueTotalAmt0954823
IRS990/OtherSalariesAndWagesGrp/TotalAmt0750965
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt056556
IRS990/PensionPlanContributionsGrp/TotalAmt0157717
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt050313
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt090979
IRS990/PrincipalOfficerNm0CARL PECORARO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3COBRA PREMIUMS RECEIVED
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt045838010
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15553412
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25218615
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3205638
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt045838010
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15553412
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25218615
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3205638
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt058134545
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt055454
IRS990/PYOtherExpensesAmt01020115
IRS990/PYOtherRevenueAmt0878494
IRS990/PYProgramServiceRevenueAmt056674252
IRS990/PYRevenuesLessExpensesAmt0-2708647
IRS990/PYSalariesCompEmpBnftPaidAmt01162187
IRS990/PYTotalExpensesAmt060316847
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt057608200
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-4393841
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02745016
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02608903
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0219502
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0452350
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0671852
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0854392
IRS990ScheduleD/ExpensesSubtotalAmt062905960
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0254392
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0254392
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0217731
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0217731
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06947155
IRS990ScheduleD/OtherExpensesNotIncludedAmt0600000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt026195
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0113192
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0139387
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013700000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED TERM LIAB RESERVE ACCT
IRS990ScheduleD/RevenueNotReportedAmt06947155
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0254392
IRS990ScheduleD/RevenueSubtotalAmt059112119
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL TAX AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ADDITIONAL BENEFITS PAID ON BEHALF OF PARTICIPANTS 600,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0245697
IRS990ScheduleD/TotalExpensesPerForm990Amt063760352
IRS990ScheduleD/TotalLiabilityAmt013700000
IRS990ScheduleD/TotalRevenuePerForm990Amt059366511
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt066059274
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt062905960
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAUL LABUDA AND STAN LABUDA HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS CIRCULATED TO ALL TRUSTEES TO REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE COVERED UNDER THE POLICY. A LIST OF ALL FINANCIAL TRANSACTIONS ARE REVIEWED AND APPROVED ON A QUARTERLY BASIS BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE AVAILABLE UPON REQUEST ACCORDING TO THE PERIOD OF DISCLOSURE PROVIDED BY IRC SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TIME DEVOTED TO POSITION IS AS NEEDED. HOURS PROVIDED ARE AVERAGES ESTIMATED FOR EACH TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, LINE 1A, COLUMN B
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$87,881,813
Liabilities
$14,120,197
Net assets
$73,761,616
Revenue
$59,366,511
Expenses
$63,760,352
Net income
-$4,393,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$123$5.94$117$80.7$71.6$9.02
2023Detailed filing. Detailed filing data is available for this year.$111$6.34$105$82.6$70.8$11.8
2022Detailed filing. Detailed filing data is available for this year.$93.5$5.57$88.0$72.5$65.0$7.51
2021Detailed filing. Detailed filing data is available for this year.$91.8$5.33$86.5$62.0$60.7$1.26
2020Detailed filing. Detailed filing data is available for this year.$86.1$6.42$79.7$64.8$65.5$0.78
2019Detailed filing. Detailed filing data is available for this year.$80.5$6.11$74.3$61.3$65.2$3.91
2018Detailed filing. Detailed filing data is available for this year.$76.1$6.11$70.0$65.1$66.6$1.44
2017Detailed filing. Detailed filing data is available for this year.$82.7$5.24$77.5$65.5$65.3$0.25
2016Detailed filing. Detailed filing data is available for this year.$78.7$6.16$72.5$62.5$64.8$2.32
2015Detailed filing. Detailed filing data is available for this year.$83.4$11.5$71.9$65.0$60.2$4.80
2014Detailed filing. Detailed filing data is available for this year.$87.8$15.5$72.4$65.1$66.7$1.55
2013Detailed filing. Detailed filing data is available for this year.$87.9$14.1$73.8$59.4$63.8$4.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.8$13.6$71.2$60.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.4$10.9$65.5$56.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$100$35.6$64.6$52.8