Liabilities / Assets
56th percentile
Higher debt load relative to assets than 56% of similar nonprofits.
990 • Fiscal year 2017 • EIN 34-0835041
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
56th percentile
Higher debt load relative to assets than 56% of similar nonprofits.
Liabilities / Revenue
70th percentile
Higher debt load relative to revenue than 70% of similar nonprofits.
Net Margin
26th percentile
Higher net margin than 26% of similar nonprofits.
Top Officer Pay
49th percentile
Higher top officer pay than 49% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
48th percentile
Faster asset growth than 48% of similar nonprofits.
Revenue Growth
68th percentile
Faster revenue growth than 68% of similar nonprofits.
Assets
Up$6,447,524
Up $392,642 (+6.5%) from 2016
Net Assets
Up$6,183,980
Up $244,164 (+4.1%) from 2016
Liabilities
Up$263,544
Up $148,478 (+129%) from 2016
Revenue
Up$2,577,080
Up $292,218 (+13%) from 2016
Expenses
Down$2,621,021
Down $330,344 (-11%) from 2016
Net Income
Up-$43,941
Up $622,562 (+93%) from 2016
To provide healthcare to its members.
To provide healthcare to its members
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $5,939,816 | $6,183,980 | ▲ $244,164 |
| Investments in Publicly Traded Securities | $5,410,126 | $5,419,003 | ▲ $8,877 |
| Cash and Non-Interest-Bearing Accounts | $157,303 | $601,408 | ▲ $444,105 |
| Accounts Receivable | $326,050 | $332,800 | ▲ $6,750 |
| Savings and Temporary Cash Investments | $133,421 | $69,106 | ▼ $64,315 |
| Prepaid Expenses and Deferred Charges | $4,621 | $3,213 | ▼ $1,408 |
| Total Assets | $6,054,882 | $6,447,524 | ▲ $392,642 |
| Other Assets Total | $23,361 | $21,994 | ▼ $1,367 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $115,066 | $263,544 | ▲ $148,478 |
| Total Liabilities | $115,066 | $263,544 | ▲ $148,478 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $5,939,816 | $6,183,980 | ▲ $244,164 |
| Total Liabilities and Net Assets / Fund Balance | $6,054,882 | $6,447,524 | ▲ $392,642 |
| Name | Title |
|---|---|
| Ahren a Peplow | Trustee |
| Eric Jay | Trustee |
| Jack Savage | Trustee |
| James D Burgham | Trustee |
| John Rafoth | Trustee |
| Michael a Evangelista | Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $342,863 |
| Salaries, Compensation, and Employee Benefits | $6,741 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $2,271,417 |
| Insurance | - | - | - | $222,241 |
| Fees for Services Management | - | - | - | $51,800 |
| Fees for Services Other | - | - | - | $22,000 |
| Office Expenses | - | - | - | $11,682 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $11,578 |
| Fees for Services Accounting | - | - | - | $7,900 |
| Fees for Services Legal | - | - | - | $7,530 |
| Payroll Taxes | - | - | - | $6,741 |
| Other Expenses | - | - | - | $2,498 |
| Total Functional Expenses | $0 | $0 | $0 | $2,621,021 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $2,769,485 |
| Total Expenses per Form 990 | $2,621,021 |
| Expenses per Audited Statements | $2,609,443 |
| Expenses Not Reported on Form 990 | $160,042 |
| Expenses Not Reported on Financial Statements | $11,578 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The form 990 was reviewed by all trustees of the board at the quarterly meeting and was authorized to be signed.”
“The fund discusses the conflict of interest policy annually and discloses any conflicts and signes the form annually.”
“All governing documents, the conflict of interest policy, and the financial statements are all available upon request at the fund office.”
“Unrealized loss from investments.”
“INVESTMENT EXPENSE”
“ADMINISTRATIVE FEES”
“BILLING AUDITING FEES”
“PRE-ADMISSION COSTS”
“CONSULTANTS FEES”
“Accounts Receivable - Net”
“Investments”
“Accounts Payable & Accrued Expenses”
“The plan received an exemption letter from the irs dated december 9, 1993, stating the plan is tax-exempt under the provisions of section 501(c)9 of the irc. However, as a result of the fund's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2016 for unrelated business taxable income.in addition, the fund and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator and the plan's tax counsel believe the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt.accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if it has taken an uncertain position the more likely than not would not be sustained upon examination by the internal revenue service. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fund administrator believes it is no longer subject to income tax examinations for years prior to 2014.”
“Benefit refunds, stop loss reimbursement”
“Benefit refunds, stop loss reimbursement”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 115066 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 263544 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 326050 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 332800 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HEALTHCARE TO ITS MEMBERS |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 2271417 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | BENESYS INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3302700453 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 33 FITCH BLVD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | AUSTINTOWN |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 44515 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 5939816 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 6183980 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 157303 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 601408 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 2271417 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 166772 |
| IRS990/CYOtherExpensesAmt | 0 | 342863 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 2410308 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -43941 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 6741 |
| IRS990/CYTotalExpensesAmt | 0 | 2621021 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2577080 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | HEALTH CARE COVERAGE AND INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT AND TEMPORARY DISABILITY INCOME. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 10 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 7900 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 7530 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 51800 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 22000 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 11578 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JAMES D BURGHAM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MICHAEL A EVANGELISTA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JACK SAVAGE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JOHN RAFOTH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | AHREN A PEPLOW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ERIC JAY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1958 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 40657 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1072697 |
| IRS990/GrossReceiptsAmt | 0 | 3609120 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 222241 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 126115 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 126115 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 5410126 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 5419003 |
| IRS990/IRPDocumentCnt | 0 | 173 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 1032040 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTHCARE TO ITS MEMBERS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5939816 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 6183980 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 40657 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 40657 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 288105 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 11682 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 23361 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 21994 |
| IRS990/OtherExpensesGrp/Desc | 0 | HOSPITAL BILLING AUDITING FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | RECIPROCITY EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | PCORI FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | BANK CHARGES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 2193 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2200 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1241 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 2498 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 6741 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 4621 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 3213 |
| IRS990/PrincipalOfficerNm | 0 | JAMES BURGHAM |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | MEMBERS |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2346398 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 63910 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 2629139 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 133972 |
| IRS990/PYOtherExpensesAmt | 0 | 318147 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 2150890 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -666503 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 4079 |
| IRS990/PYTotalExpensesAmt | 0 | 2951365 |
| IRS990/PYTotalRevenueAmt | 0 | 2284862 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -43941 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 133421 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 69106 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 160042 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 11578 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 2609443 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 11578 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 11578 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 288105 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 160042 |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 160042 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 448147 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 11578 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 2565502 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED DECEMBER 9, 1993, STATING THE PLAN IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE IRC. HOWEVER, AS A RESULT OF THE FUND'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2016 FOR UNRELATED BUSINESS TAXABLE INCOME.IN ADDITION, THE FUND AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT.ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THE MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2014. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | BENEFIT REFUNDS, STOP LOSS REIMBURSEMENT |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | BENEFIT REFUNDS, STOP LOSS REIMBURSEMENT |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt X, Line 2 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt XI, Line 2d |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt XII, Line 2d |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 2621021 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 2577080 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 3013649 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 2769485 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE FORM 990 WAS REVIEWED BY ALL TRUSTEES OF THE BOARD AT THE QUARTERLY MEETING AND WAS AUTHORIZED TO BE SIGNED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FUND DISCUSSES THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSES ANY CONFLICTS AND SIGNES THE FORM ANNUALLY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST AT THE FUND OFFICE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | UNREALIZED LOSS FROM INVESTMENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | INVESTMENT EXPENSE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ADMINISTRATIVE FEES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | BILLING AUDITING FEES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | PRE-ADMISSION COSTS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | CONSULTANTS FEES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Accounts Receivable - Net |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Investments |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Payable & Accrued Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt VI, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Pt XI |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990EZ, Part II, Line 26 |
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| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 6054882 |
| IRS990/TotalAssetsEOYAmt | 0 | 6447524 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 6054882 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 6447524 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 10 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 2621021 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 115066 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 263544 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 115066 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 263544 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 5939816 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 6183980 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 2410308 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 126115 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2450965 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 2577080 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 6054882 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 6447524 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 33 FITCH BLVD |
| IRS990/USAddress/CityNm | 0 | AUSTINTOWN |
| IRS990/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/USAddress/ZIPCd | 0 | 44515 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JACK SAVAGE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3302700453 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-10-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | YOUNGSTOWN AREA ELECTRICAL WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | YOUN |
| ReturnHeader/Filer/EIN | 0 | 340835041 |
| ReturnHeader/Filer/PhoneNum | 0 | 3302700453 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 33 FITCH BLVD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | YOUNGSTOWN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 44515 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DD392F53E4961F4719B67FDEC01C644C8249B983 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | FBA73B1CAC558642EE7E03BB0A693F48FE7A86F2 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 24.144.144.53 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-10-09 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 07:09:10 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Yurchyk & Davis CPA's Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3701 Boardman-Canfield Rd 2 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Canfield |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 44406 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3305335000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-10-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID A EYSTER CPA CMA |
| ReturnHeader/ReturnTs | 0 | 2018-10-09T07:09:24-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.