Civic Intelligence

Cliffs Mining Hibbing Retirement Ben Trust

990 • Fiscal year 2020 • EIN 34-1773469

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization ProfileN/A
C/O The Bnym PO Box 535007Pittsburgh, PA 15253-5007

(412) 236-7175

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

92nd percentile

42%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$5,977

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

38th percentile

5.0%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-3.7%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$70,274,503

Up $3,329,555 (+5.0%) from 2019

Net Assets

Up

$70,274,503

Up $3,329,555 (+5.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin92nd percentile

Revenue

Down

$7,849,299

Down $300,827 (-3.7%) from 2019

Expenses

Down

$4,519,744

Down $1,573,069 (-26%) from 2019

Net Income

Up

$3,329,555

Up $1,272,242 (+62%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$80M$60M$40M$20M$0Assets 2014: $73,692,200Liabilities 2014: $0Net Assets 2014: $73,692,2002014Assets 2015: $74,254,394Liabilities 2015: $177,294Net Assets 2015: $74,077,1002015Assets 2016: $72,284,087Liabilities 2016: $144,505Net Assets 2016: $72,139,5822016Assets 2017: $69,072,009Liabilities 2017: $131,776Net Assets 2017: $68,940,2332017Assets 2018: $64,887,635Liabilities 2018: $0Net Assets 2018: $64,887,6352018Assets 2019: $66,944,948Liabilities 2019: $0Net Assets 2019: $66,944,9482019Assets 2020: $70,274,503Liabilities 2020: $0Net Assets 2020: $70,274,5032020Assets 2021: $67,462,497Liabilities 2021: $0Net Assets 2021: $67,462,4972021Assets 2022: $59,815,017Liabilities 2022: $0Net Assets 2022: $59,815,0172022Assets 2023: $59,003,452Liabilities 2023: $0Net Assets 2023: $59,003,4522023Assets 2024: $57,673,839Liabilities 2024: $0Net Assets 2024: $57,673,8392024

Highlighted filing

2020

Assets$70,274,503
Liabilities$0
Net Assets$70,274,503
Open 2020 Filing

Operations Trend

Revenue Growth40th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2014: $4,773,667Expenses 2014: $4,765,312Net Income 2014: $8,3552014Revenue 2015: $5,391,574Expenses 2015: $5,006,674Net Income 2015: $384,9002015Revenue 2016: $2,406,228Expenses 2016: $4,343,746Net Income 2016: -$1,937,5182016Revenue 2017: $5,594,726Expenses 2017: $8,794,075Net Income 2017: -$3,199,3492017Revenue 2018: $2,641,626Expenses 2018: $6,694,224Net Income 2018: -$4,052,5982018Revenue 2019: $8,150,126Expenses 2019: $6,092,813Net Income 2019: $2,057,3132019Revenue 2020: $7,849,299Expenses 2020: $4,519,744Net Income 2020: $3,329,5552020Revenue 2021: $2,631,365Expenses 2021: $5,443,371Net Income 2021: -$2,812,0062021Revenue 2022: -$2,963,987Expenses 2022: $4,683,493Net Income 2022: -$7,647,4802022Revenue 2023: $1,603,101Expenses 2023: $2,414,666Net Income 2023: -$811,5652023Revenue 2024: $1,735,323Expenses 2024: $3,064,936Net Income 2024: -$1,329,6132024

Highlighted filing

2020

Revenue$7,849,299
Expenses$4,519,744
Net Income$3,329,555
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$42,445,454
Mission and Program Overview

Mission

The cliffs mining company hibbing joint venture retiree benefit trust provides health and welfare benefits for cliffs mining hibbing retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$66,944,948$70,274,503▲ $3,329,555
Investments in Publicly Traded Securities$59,349,380$68,125,259▲ $8,775,879
Investments Other Securities$7,587,935$2,108,460▼ $5,479,475
Savings and Temporary Cash Investments$7,633$40,784▲ $33,151
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$66,944,948$70,274,503▲ $3,329,555
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$66,944,948$70,274,503▲ $3,329,555
Total Liabilities and Net Assets / Fund Balance$66,944,948$70,274,503▲ $3,329,555
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
The Bank of New York MellonTrustee (See Schedule O)$5,977$5,977

Highest Paid Contractors

ContractorServicesLocationCompensation
SEI Investments CompanyInvestment Mgmt.1 Freedom Valley Drive, Oaks, PA 19456$117,882
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$7,817,489
Other Revenue
$31,810
Change in Net Assets
$3,329,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,673
Salaries, Compensation, and Employee Benefits$5,977
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,379,094
Fees for Service Investment Mgmnt Fees---$117,882
Fees for Services Accounting---$9,900
Current Officers, Directors, Trustees, and Key Employees---$5,977
Other Expenses---$987
Total Functional Expenses$0$0$0$4,519,744
International Activity

International Summary

Spending
$1,117,808

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments---$1,117,808
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 Part VI Section A Lines 1A & B & Part VII

“The bank of new york mellon serves as the sole directed trustee of this trust. The plan sponsor is cliffs natural resources, inc. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such the veba does not have a governing body that exercises discretion.”

Form 990 Part VI Sections A & B Lines 8, 12-15

“These questions are not applicable to the trust. Additionally, the trust does not have any employees, therefore, no processes related to employee compensation are in place.”

FORM 990 PART VI Section B Line 11B

“Process for reviewing form 990 a complete electronic copy of the organization's form 990 was provided to the trustee for review prior to filing with the irs.”

Form 990 Part VI Section C Line 19

“As a 501(c)(9) organization the trust is not required to make the documents referenced in question 19 available to the general public.”

Form 990 Part VII Section A Line 1A Column (B)

“AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR Cliffs Mining Hibbing Retirement Ben Trust. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH CLIFFS NATURAL RESOURCES, INC.”

Filing and Contact Details

Filer

Filer Name
Cliffs Mining Hibbing Retirement Ben Trust
EIN
34-1773469
In Care Of
% THE BANK OF NEW YORK MELLON
Phone
4122367175
Address
C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007

Signing Officer

Name
Brent Heintzelman
Title
VP, Bnym, as Trustee
Phone
4122367175
Signed
2021-11-09

Organization Details

Principal Officer
The Bank of New York Mellon
Formed
2000
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Eileen M Webb
Phone
4126447800
Raw XML Appendix380 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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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Investments
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0true
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0false
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt01117808
IRS990ScheduleF/TotalSpentAmt01117808
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS CLIFFS NATURAL RESOURCES, INC. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROCESS FOR REVIEWING FORM 990 A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR Cliffs Mining Hibbing Retirement Ben Trust. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH CLIFFS NATURAL RESOURCES, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI SECTION A LINES 1A & B & PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART VI SECTIONS A & B LINES 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI Section B Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART VI SECTION C LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VII SECTION A LINE 1A COLUMN (B)
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0341464672
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MINING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CLIFFS NATURAL RESOURCES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0200 Public Square Suite 3300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Cleveland
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd044114
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt066944948
IRS990/TotalAssetsEOYAmt070274503
IRS990/TotalAssetsGrp/BOYAmt066944948
IRS990/TotalAssetsGrp/EOYAmt070274503
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04519744
IRS990/TotalGrossUBIAmt065
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt066944948
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt070274503
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt05977
IRS990/TotalRevenueGrp/ExclusionAmt07849234
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07849299
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt065
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt066944948
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt070274503
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 535007
IRS990/USAddress/CityNm0Pittsburgh
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0152535007
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Brent Heintzelman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, BNYM, AS TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122367175
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cliffs Mining Hibbing Retirement Ben Trust
ReturnHeader/Filer/BusinessNameControlTxt0CLIF
ReturnHeader/Filer/EIN0341773469
ReturnHeader/Filer/InCareOfNm0% THE BANK OF NEW YORK MELLON
ReturnHeader/Filer/PhoneNum04122367175
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE BNYM PO BOX 535007
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152535007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eileen M Webb
ReturnHeader/ReturnTs02021-11-12T01:37:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brent
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Heintzelman
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,274,503
Liabilities
$0
Net assets
$70,274,503
Revenue
$7,849,299
Expenses
$4,519,744
Net income
$3,329,555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.7$0.00$57.7$1.74$3.06$1.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.0$0.00$59.0$1.60$2.41$0.81
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.8$0.00$59.8$2.96$4.68$7.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.5$0.00$67.5$2.63$5.44$2.81
2020Detailed filing. Detailed filing data is available for this year.$70.3$0.00$70.3$7.85$4.52$3.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.9$0.00$66.9$8.15$6.09$2.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.9$0.00$64.9$2.64$6.69$4.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.1$0.13$68.9$5.59$8.79$3.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.3$0.14$72.1$2.41$4.34$1.94
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.3$0.18$74.1$5.39$5.01$0.38
2014Detailed filing. Detailed filing data is available for this year.$73.7$0.00$73.7$4.77$4.77$0.01