Civic Intelligence

Electrical Workers Benefit Trust Fund

990 • Fiscal year 2023 • EIN 35-0851694

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 09, 2024

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.01x

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

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

68th percentile

$228,329

Higher top officer pay than 68% of similar nonprofits.

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

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

23%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Up

$187,230,122

Up $28,703,822 (+18%) from 2022

Net Assets

Up

$186,875,080

Up $28,755,210 (+18%) from 2022

Liabilities

Down

$355,042

Down $51,388 (-13%) from 2022

Revenue

Up

$53,581,724

Up $9,901,266 (+23%) from 2022

Expenses

Down

$38,321,008

Down $649,873 (-1.7%) from 2022

Net Income

Up

$15,260,716

Up $10,551,139 (+224%) from 2022

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

2023

Assets$187,230,122
Liabilities$355,042
Net Assets$186,875,080

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

2023

Revenue$53,581,724
Expenses$38,321,008
Net Income$15,260,716
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 9, 2024
Return Version
2023v5.1
Gross Receipts
$87,609,209
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$158,119,870$186,875,080▲ $28,755,210
Investments in Publicly Traded Securities$127,605,975$157,286,752▲ $29,680,777
Savings and Temporary Cash Investments$2,968,875$14,318,536▲ $11,349,661
Cash and Non-Interest-Bearing Accounts$23,529,899$6,245,374▼ $17,284,525
Accounts Receivable$4,307,080$5,999,192▲ $1,692,112
Investments Other Securities-$3,242,092-
Prepaid Expenses and Deferred Charges$47,268$72,426▲ $25,158
Land, Buildings, and Equipment, Net$67,203$65,750▼ $1,453
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$158,526,300$187,230,122▲ $28,703,822
Liabilities
Deferred Revenue$219,366$205,473▼ $13,893
Accounts Payable and Accrued Expenses$187,064$149,569▼ $37,495
Total Liabilities$406,430$355,042▼ $51,388
Net Assets / Fund Balance
Total Net Assets Fund Balance$158,119,870$186,875,080▲ $28,755,210
Total Liabilities and Net Assets / Fund Balance$158,526,300$187,230,122▲ $28,703,822

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,575$158,425$180,000
Other Land Buildings$44,175$4,908$49,083
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David RayPlan AdministratorPT$146,533$81,796$228,329
Whitney KingAssistant Plan AdministratorPT$105,868$64,229$170,097
Chris GriderTrustee--$10,717$10,717
Carl WilliamsTrustee--$1,481$1,481

Board Members and Trustees

NameTitle
Blake AndrewsAlternate Trustee
Larry Van TriesAlternate Trustee
Andrew WilliamsTrustee
Jeff WheelerTrustee
Jim TsareffTrustee
Tim WhickerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Sierra Health And Life Insurance Co INCHealth Provider4316 RICE LAKE ROAD, Duluth, MN 55811$1,421,053
Anthem Insurance Companies INCPpo Network Provider3075 VANDERCAR WAY, Cincinnati, OH 45209$1,171,359
UllicoStop Loss Provider8403 COLESVILLE ROAD, Silver Spring, MD 20901$286,195
Hello HeartHealth Provider545 MIDDLEFIELD ROAD STE 260, Menlo Park, CA 94025$209,328
Delta Dental Plan Of Indiana INCHealth ProviderPO BOX 30416, Lansing, MI 48909$110,958
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$48,687,265
Investment Income
$4,894,459
Other Revenue
$0
Change in Net Assets
$15,260,716

Audited Revenue Reconciliation

Revenue per Audited Statements
$53,313,829
Revenue Not Reported on Financial Statements
$267,895
Revenue Not Reported on Form 990
$13,494,494
Total Revenue per Audited Statements
$66,808,323
Total Revenue per Form 990
$53,581,724
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$852,874
Salaries, Compensation, and Employee Benefits$622,018
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$36,846,116
Other Salaries and Wages---$309,580
Fees for Service Investment Mgmnt Fees---$267,895
Office Expenses---$114,327
Other Employee Benefits---$110,480
Information Technology---$107,187
Pension Plan Contributions---$105,826
Fees for Services Other---$90,425
Current Officers, Directors, Trustees, and Key Employees---$67,199
Fees for Services Legal---$67,113
Conferences and Meetings---$44,657
Depreciation Depletion---$44,200
Fees for Services Accounting---$39,162
Insurance---$30,645
Payroll Taxes---$28,933
Occupancy---$25,313
Other Expenses---$16,746
Travel---$5,204
Total Functional Expenses$0$0$0$38,321,008

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$38,321,008
Expenses per Audited Statements$38,053,113
Total Expenses per Audited Statements$38,053,113
Expenses Not Reported on Financial Statements$267,895
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
2024-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Ray
Formed
1949
Legal Domicile
In
Voting Board Members
6
Independent Board Members
3
Employees
64
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.

Raw XML AppendixShowing 400 of 841 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/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt034821082
IRS990/GrossReceiptsAmt087609209
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0107187
IRS990/InsuranceGrp/TotalAmt030645
IRS990/InvestmentIncomeGrp/ExclusionAmt04100862
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04100862
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03242092
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0127605975
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0157286752
IRS990/IRPDocumentCnt0127
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0163333
IRS990/LandBldgEquipBasisNetGrp/BOYAmt067203
IRS990/LandBldgEquipBasisNetGrp/EOYAmt065750
IRS990/LandBldgEquipCostOrOtherBssAmt0229083
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt034027485
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0158119870
IRS990/NetAssetsOrFundBalancesEOYAmt0186875080
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0793597
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0793597
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt013494494
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt025313
IRS990/OfficeExpensesGrp/TotalAmt0114327
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0110480
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt016746
IRS990/OtherSalariesAndWagesGrp/TotalAmt0309580
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt028933
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0105826
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt047268
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt072426
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/Desc4STOP LOSS REFUNDS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt044762481
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12788449
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21032945
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt365112
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt414713
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt044762481
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12788449
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21032945
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt365112
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt414713
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt037549254
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0362777
IRS990/PYOtherExpensesAmt0802107
IRS990/PYOtherRevenueAmt0135
IRS990/PYProgramServiceRevenueAmt043317546
IRS990/PYRevenuesLessExpensesAmt04709577
IRS990/PYSalariesCompEmpBnftPaidAmt0619520
IRS990/PYTotalExpensesAmt038970881
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt043680458
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt015260716
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0158119870
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0186875080
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02968875
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014318536
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt021575
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0158425
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0180000
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0267895
IRS990ScheduleD/ExpensesSubtotalAmt038053113
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0267895
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0267895
IRS990ScheduleD/NetUnrealizedGainsInvstAmt013494494
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt044175
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04908
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049083
IRS990ScheduleD/RevenueNotReportedAmt013494494
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0267895
IRS990ScheduleD/RevenueSubtotalAmt053313829
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/TotalBookValueLandBuildingsAmt065750
IRS990ScheduleD/TotalExpensesPerForm990Amt038321008
IRS990ScheduleD/TotalRevenuePerForm990Amt053581724
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt066808323
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt038053113
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0146533
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3105868
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1112490
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2106710
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt050666
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt337287
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt140432
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt238482
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt026796
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt326942
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt130401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt230401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt04334
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1774
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2774
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID RAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JEFF WHEELER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2BLAKE ANDREWS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3WHITNEY KING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PLAN ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ALTERNATE TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ASSISTANT PLAN ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0228329
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3170097
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00

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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