Civic Intelligence

Electrical Workers Benefit Trust Fund

990 • Fiscal year 2021 • EIN 35-0851694

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

1828 N Meridian St 103Indianapolis, IN 46202

(317) 923-4577

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$199,362

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-0.9%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Assets

Up

$174,050,857

Up $23,205,784 (+15%) from 2020

Net Assets

Up

$173,639,054

Up $23,338,223 (+16%) from 2020

Liabilities

Down

$411,803

Down $132,439 (-24%) from 2020

Revenue

Down

$49,044,150

Down $438,416 (-0.9%) from 2020

Expenses

Up

$36,164,140

Up $2,290,394 (+6.8%) from 2020

Net Income

Down

$12,880,010

Down $2,728,810 (-17%) from 2020

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0-$100MAssets 2010: $99,338,508Liabilities 2010: $106,815,562Net Assets 2010: -$7,477,0542010Assets 2011: $101,163,621Liabilities 2011: $128,727,196Net Assets 2011: -$27,563,5752011Assets 2012: $107,140,495Liabilities 2012: $138,119,382Net Assets 2012: -$30,978,8872012Assets 2013: $114,849,602Liabilities 2013: $115,446,345Net Assets 2013: -$596,7432013Assets 2014: $116,607,777Liabilities 2014: $129,151,268Net Assets 2014: -$12,543,4912014Assets 2015: $111,801,621Liabilities 2015: $270,300Net Assets 2015: $111,531,3212015Assets 2016: $112,085,646Liabilities 2016: $148,795Net Assets 2016: $111,936,8512016Assets 2017: $119,151,672Liabilities 2017: $349,361Net Assets 2017: $118,802,3112017Assets 2018: $105,303,565Liabilities 2018: $350,689Net Assets 2018: $104,952,8762018Assets 2019: $125,996,485Liabilities 2019: $538,610Net Assets 2019: $125,457,8752019Assets 2020: $150,845,073Liabilities 2020: $544,242Net Assets 2020: $150,300,8312020Assets 2021: $174,050,857Liabilities 2021: $411,803Net Assets 2021: $173,639,0542021Assets 2022: $158,526,300Liabilities 2022: $406,430Net Assets 2022: $158,119,8702022Assets 2023: $187,230,122Liabilities 2023: $355,042Net Assets 2023: $186,875,0802023Assets 2024: $213,963,110Liabilities 2024: $425,273Net Assets 2024: $213,537,8372024

Highlighted filing

2021

Assets$174,050,857
Liabilities$411,803
Net Assets$173,639,054

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $24,832,5512010Expenses 2011: $25,263,7462011Expenses 2012: $27,117,0162012Revenue 2013: $27,916,361Expenses 2013: $26,762,540Net Income 2013: $1,153,8212013Revenue 2014: $24,834,784Expenses 2014: $27,790,853Net Income 2014: -$2,956,0692014Revenue 2015: $27,297,855Expenses 2015: $29,392,516Net Income 2015: -$2,094,6612015Revenue 2016: $30,959,098Expenses 2016: $32,439,878Net Income 2016: -$1,480,7802016Revenue 2017: $32,641,702Expenses 2017: $33,278,706Net Income 2017: -$637,0042017Revenue 2018: $31,663,503Expenses 2018: $40,652,180Net Income 2018: -$8,988,6772018Revenue 2019: $41,696,842Expenses 2019: $36,329,730Net Income 2019: $5,367,1122019Revenue 2020: $49,482,566Expenses 2020: $33,873,746Net Income 2020: $15,608,8202020Revenue 2021: $49,044,150Expenses 2021: $36,164,140Net Income 2021: $12,880,0102021Revenue 2022: $43,680,458Expenses 2022: $38,970,881Net Income 2022: $4,709,5772022Revenue 2023: $53,581,724Expenses 2023: $38,321,008Net Income 2023: $15,260,7162023Revenue 2024: $62,363,827Expenses 2024: $49,606,433Net Income 2024: $12,757,3942024

Highlighted filing

2021

Revenue$49,044,150
Expenses$36,164,140
Net Income$12,880,010
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.2
Gross Receipts
$106,053,191
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$150,300,831$173,639,054▲ $23,338,223
Investments in Publicly Traded Securities$127,982,855$149,392,425▲ $21,409,570
Cash and Non-Interest-Bearing Accounts$5,807,731$16,778,370▲ $10,970,639
Accounts Receivable$4,187,717$4,344,864▲ $157,147
Savings and Temporary Cash Investments$12,557,756$3,386,559▼ $9,171,197
Land, Buildings, and Equipment, Net$142,957$102,189▼ $40,768
Prepaid Expenses and Deferred Charges$166,057$46,450▼ $119,607
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$150,845,073$174,050,857▲ $23,205,784
Liabilities
Deferred Revenue$299,504$292,174▼ $7,330
Accounts Payable and Accrued Expenses$244,738$119,629▼ $125,109
Total Liabilities$544,242$411,803▼ $132,439
Net Assets / Fund Balance
Total Net Assets Fund Balance$150,300,831$173,639,054▲ $23,338,223
Total Liabilities and Net Assets / Fund Balance$150,845,073$174,050,857▲ $23,205,784

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$87,405$95,314$182,719
Other Land Buildings$14,784$6,336$21,120
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David RayPlan AdministratorPT$123,833$75,529$199,362
Chris GriderTrustee - New--$3,669$3,669

Board Members and Trustees

NameTitle
Jon HookerAlternate Trustee
Larry Van TriesAlternate Trustee
Carl WilliamsTrustee
Jeff WheelerTrustee
Jim TsareffTrustee
Ted UppoleTrustee
Tim WhickerTrustee
Kevin SchraderTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Sierra Health And Life Insurance Co INCHealth Provider4316 RICE LAKE ROAD, Duluth, MN 55811$1,514,983
Anthem Insurance Companies INCPpo Network Provider3075 VANDERCAR WAY, Cincinnati, OH 45209$1,188,539
UllicoStop Loss Provider8403 COLESVILLE ROAD, Silver Spring, MD 20901$221,706
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$44,845,097
Investment Income
$4,197,865
Other Revenue
$1,188
Change in Net Assets
$12,880,010

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,781,933
Revenue Not Reported on Financial Statements
$262,217
Revenue Not Reported on Form 990
$10,458,213
Total Revenue per Audited Statements
$59,240,146
Total Revenue per Form 990
$49,044,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$721,847
Salaries, Compensation, and Employee Benefits$678,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$34,764,036
Other Salaries and Wages---$333,979
Fees for Service Investment Mgmnt Fees---$262,217
Other Employee Benefits---$136,908
Pension Plan Contributions---$118,851
Office Expenses---$86,153
Information Technology---$77,026
Fees for Services Other---$60,824
Current Officers, Directors, Trustees, and Key Employees---$57,914
Fees for Services Legal---$54,554
Fees for Services Accounting---$42,401
Depreciation Depletion---$40,768
Payroll Taxes---$30,605
Insurance---$30,378
Occupancy---$27,334
Conferences and Meetings---$21,501
Other Expenses---$14,237
Travel---$4,454
Total Functional Expenses$0$0$0$36,164,140

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$36,164,140
Expenses per Audited Statements$35,901,923
Total Expenses per Audited Statements$35,901,923
Expenses Not Reported on Financial Statements$262,217
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no committees with authority to act on behalf of the governing body.

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

A copy of form 990 is provided to the organization's entire governing body for its review and approval before it is filed.

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

Trustees are required to disclose to the plan administrator their interests which may give rise to conflicts of interests or the appearance of conflict of interest annually.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Electrical Workers Benefit Trust Fund
EIN
35-0851694
Phone
3179234577
Address
1828 N MERIDIAN ST 103, INDIANAPOLIS, IN 46202

Signing Officer

Name
David Ray
Title
Plan Administrator
Phone
3179234577
Signed
2022-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Ray
Formed
1949
Legal Domicile
In
Voting Board Members
6
Independent Board Members
4
Employees
67
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Adam Simaga
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require the plan, to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt057009041
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0150300831
IRS990/NetAssetsOrFundBalancesEOYAmt0173639054
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01124387
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01124387
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010458213
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt027334
IRS990/OfficeExpensesGrp/TotalAmt086153
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0136908
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt014237
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01188
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01188
IRS990/OtherRevenueTotalAmt01188
IRS990/OtherSalariesAndWagesGrp/TotalAmt0333979
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt030605
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0118851
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0166057
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046450
IRS990/PrincipalOfficerNm0DAVID RAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION REBATES
IRS990/ProgramServiceRevenueGrp/Desc3SUBROGATION RECOVERIES
IRS990/ProgramServiceRevenueGrp/Desc4COBRA SUBSIDY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt039765559
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13698778
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2950769
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3324890
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt495195
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039765559
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13698778
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2950769
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3324890
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt495195
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt032495794
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06640804
IRS990/PYOtherExpensesAmt0678841
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt042841762
IRS990/PYRevenuesLessExpensesAmt015608820
IRS990/PYSalariesCompEmpBnftPaidAmt0699111
IRS990/PYTotalExpensesAmt033873746
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt049482566
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt012880010
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0150300831
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0173639054
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012557756
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03386559
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt087405
IRS990ScheduleD/EquipmentGrp/DepreciationAmt095314
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0182719
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0262217
IRS990ScheduleD/ExpensesSubtotalAmt035901923
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0262217
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0262217
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010458213
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014784
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06336
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt021120
IRS990ScheduleD/RevenueNotReportedAmt010458213
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0262217
IRS990ScheduleD/RevenueSubtotalAmt048781933
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN, TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0102189
IRS990ScheduleD/TotalExpensesPerForm990Amt036164140
IRS990ScheduleD/TotalRevenuePerForm990Amt049044150
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt059240146
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt035901923
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0123833
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1105717
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2100333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt042876
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt136814
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt235055
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt026338
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt129715
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt229715
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt06315
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1762
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2762
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID RAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JEFF WHEELER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JON HOOKER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PLAN ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ALTERNATE TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0199362
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1173008
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2165865
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATION'S ENTIRE GOVERNING BODY FOR ITS REVIEW AND APPROVAL BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE REQUIRED TO DISCLOSE TO THE PLAN ADMINISTRATOR THEIR INTERESTS WHICH MAY GIVE RISE TO CONFLICTS OF INTERESTS OR THE APPEARANCE OF CONFLICT OF INTEREST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$214$0.43$214$62.4$49.6$12.8
2023Detailed filing. Detailed filing data is available for this year.$187$0.36$187$53.6$38.3$15.3
2022Detailed filing. Detailed filing data is available for this year.$159$0.41$158$43.7$39.0$4.71
2021Detailed filing. Detailed filing data is available for this year.$174$0.41$174$49.0$36.2$12.9
2020Detailed filing. Detailed filing data is available for this year.$151$0.54$150$49.5$33.9$15.6
2019Detailed filing. Detailed filing data is available for this year.$126$0.54$125$41.7$36.3$5.37
2018Detailed filing. Detailed filing data is available for this year.$105$0.35$105$31.7$40.7$8.99
2017Detailed filing. Detailed filing data is available for this year.$119$0.35$119$32.6$33.3$0.64
2016Detailed filing. Detailed filing data is available for this year.$112$0.15$112$31.0$32.4$1.48
2015Detailed filing. Detailed filing data is available for this year.$112$0.27$112$27.3$29.4$2.09
2014Detailed filing. Detailed filing data is available for this year.$117$129$12.5$24.8$27.8$2.96
2013Detailed filing. Detailed filing data is available for this year.$115$115$0.60$27.9$26.8$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$107$138$31.0$27.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$129$27.6$25.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$99.3$107$7.48$24.8