Civic Intelligence

MID Central Operating Engineers Health & Welfare Fund

990 • Fiscal year 2021 • EIN 35-0917610

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 03, 2021

Organization Profilewww.midcentral.org

View Organization Page

1100 Poplar StreetTerre Haute, IN 47807

(812) 232-4384

Siviq Scores

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

Liabilities / Assets

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

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

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

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

Net Margin

52nd percentile

5.7%

Higher net margin than 52% of similar nonprofits.

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

Top Officer Pay

58th percentile

$157,395

Higher top officer pay than 58% of similar nonprofits.

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

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

Asset Growth

52nd percentile

9.2%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

43rd percentile

2.6%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$157,470,959

Up $13,283,686 (+9.2%) from 2020

Net Assets

Up

$155,320,207

Up $13,658,572 (+9.6%) from 2020

Liabilities

Down

$2,150,752

Down $374,886 (-15%) from 2020

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin52nd percentile

Revenue

Up

$108,226,847

Up $2,779,607 (+2.6%) from 2020

Expenses

Up

$102,082,883

Up $13,567,950 (+15%) from 2020

Net Income

Down

$6,143,964

Down $10,788,343 (-64%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$300M$200M$100M$0Assets 2011: $68,304,228Liabilities 2011: $586,979Net Assets 2011: $67,717,2492011Assets 2012: $76,141,730Liabilities 2012: $512,741Net Assets 2012: $75,628,9892012Assets 2013: $82,315,663Liabilities 2013: $629,492Net Assets 2013: $81,686,1712013Assets 2014: $90,776,251Liabilities 2014: $685,894Net Assets 2014: $90,090,3572014Assets 2015: $96,745,483Liabilities 2015: $682,799Net Assets 2015: $96,062,6842015Assets 2016: $101,490,496Liabilities 2016: $563,029Net Assets 2016: $100,927,4672016Assets 2017: $104,859,427Liabilities 2017: $663,401Net Assets 2017: $104,196,0262017Assets 2018: $113,005,510Liabilities 2018: $1,650,051Net Assets 2018: $111,355,4592018Assets 2019: $124,726,988Liabilities 2019: $1,839,884Net Assets 2019: $122,887,1042019Assets 2020: $144,187,273Liabilities 2020: $2,525,638Net Assets 2020: $141,661,6352020Assets 2021: $157,470,959Liabilities 2021: $2,150,752Net Assets 2021: $155,320,2072021Assets 2022: $164,227,966Liabilities 2022: $2,961,168Net Assets 2022: $161,266,7982022Assets 2023: $188,569,151Liabilities 2023: $3,133,091Net Assets 2023: $185,436,0602023Assets 2024: $219,343,729Liabilities 2024: $2,989,575Net Assets 2024: $216,354,1542024Assets 2025: $252,058,582Liabilities 2025: $3,362,121Net Assets 2025: $248,696,4612025

Highlighted filing

2021

Assets$157,470,959
Liabilities$2,150,752
Net Assets$155,320,207
Open 2021 Filing

Operations Trend

Revenue Growth43rd percentile

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

$200M$150M$100M$50M$0Expenses 2011: $48,982,2702011Expenses 2012: $53,454,6742012Expenses 2013: $55,188,5702013Revenue 2014: $66,176,854Expenses 2014: $59,696,983Net Income 2014: $6,479,8712014Revenue 2015: $72,495,651Expenses 2015: $67,452,958Net Income 2015: $5,042,6932015Revenue 2016: $76,410,417Expenses 2016: $72,600,594Net Income 2016: $3,809,8232016Revenue 2017: $78,757,916Expenses 2017: $78,266,336Net Income 2017: $491,5802017Revenue 2018: $84,482,304Expenses 2018: $79,476,649Net Income 2018: $5,005,6552018Revenue 2019: $91,244,859Expenses 2019: $82,711,103Net Income 2019: $8,533,7562019Revenue 2020: $105,447,240Expenses 2020: $88,514,933Net Income 2020: $16,932,3072020Revenue 2021: $108,226,847Expenses 2021: $102,082,883Net Income 2021: $6,143,9642021Revenue 2022: $120,915,120Expenses 2022: $111,025,932Net Income 2022: $9,889,1882022Revenue 2023: $133,276,177Expenses 2023: $111,031,505Net Income 2023: $22,244,6722023Revenue 2024: $143,296,418Expenses 2024: $119,490,420Net Income 2024: $23,805,9982024Revenue 2025: $153,441,974Expenses 2025: $127,465,023Net Income 2025: $25,976,9512025

Highlighted filing

2021

Revenue$108,226,847
Expenses$102,082,883
Net Income$6,143,964
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 3, 2021
Return Version
2020v4.1
Gross Receipts
$163,738,269
Mission and Program Overview

Mission

To provide health and welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$141,661,635$155,320,207▲ $13,658,572
Investments in Publicly Traded Securities$107,607,762$121,101,825▲ $13,494,063
Savings and Temporary Cash Investments$20,653,864$21,399,940▲ $746,076
Accounts Receivable$13,069,705$14,208,667▲ $1,138,962
Land, Buildings, and Equipment, Net$498,060$488,045▼ $10,015
Cash and Non-Interest-Bearing Accounts$2,346,478$261,078▼ $2,085,400
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$144,187,273$157,470,959▲ $13,283,686
Other Assets Total$11,404$11,404→ $0
Liabilities
Other Liabilities$2,005,711$1,713,788▼ $291,923
Accounts Payable and Accrued Expenses$519,927$436,964▼ $82,963
Total Liabilities$2,525,638$2,150,752▼ $374,886
Net Assets / Fund Balance
Total Net Assets Fund Balance$141,661,635$155,320,207▲ $13,658,572
Total Liabilities and Net Assets / Fund Balance$144,187,273$157,470,959▲ $13,283,686

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$388,568$426,658$815,226
Equipment$71,977$370,148$442,125
Other Land Buildings$20,000-$20,000
Land$7,500-$7,500
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl CottrellExecutive AdminFT$112,331$45,064$157,395

Board Members and Trustees

NameTitle
Tom RidgeChairman
John BallardVice Chairman
Darren SmithTrustee
Dee StahlhutTrustee
Holly AdamsTrustee
James BrunerTrustee
Steve CriderAsst. Sec/Treas
John CollettSec./Treas.

Highest Paid Contractors

ContractorServicesLocationCompensation
OptumRxRX Benefit Mgt.2300 Main Street, Irvine, CA 92614$25,072,310
Anthem Insurance CompanyPpo220 Virginia Avenue, Indianapolis, IN 46204$2,337,419
Bedford Medical CenterInpatient ServicesPO Box 789, Bedford, IN 47421$193,769
Indiana Center for RecoveryInpatient Services1004 W 1st St, Bloomington, IN 47403$193,118
Blackford Community HospitalInpatient Services410 Pilgrim Blvd, Hartford City, IN 47348$146,126
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$102,653,226
Investment Income
$5,573,621
Other Revenue
$0
Change in Net Assets
$6,143,964

Audited Revenue Reconciliation

Revenue per Audited Statements
$107,784,902
Revenue Not Reported on Financial Statements
$441,945
Revenue Not Reported on Form 990
$7,514,608
Total Revenue per Audited Statements
$115,299,510
Total Revenue per Form 990
$108,226,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,821,490
Salaries, Compensation, and Employee Benefits$1,292,228
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$94,969,165--$94,969,165
Other Salaries and Wages$684,092--$684,092
All Other Expenses$659,902--$659,902
Fees for Service Investment Mgmnt Fees$441,945--$441,945
Other Employee Benefits$357,630--$357,630
Pension Plan Contributions$188,364--$188,364
Other Expenses$160,703--$160,703
Fees for Services Other$128,248--$128,248
Office Expenses$64,781--$64,781
Payroll Taxes$62,142--$62,142
Fees for Services Accounting$38,079--$38,079
Depreciation Depletion$34,335--$34,335
Insurance$23,553--$23,553
Fees for Services Legal$19,019--$19,019
Occupancy$16,660--$16,660
Conferences and Meetings$2,562$2,562-$5,124
Total Functional Expenses$102,080,321$2,562$0$102,082,883

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$102,082,883
Expenses per Audited Statements$101,640,938
Total Expenses per Audited Statements$101,640,938
Expenses Not Reported on Financial Statements$441,945
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Due to other funds$1,713,788
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
Yes
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 B, line 11B

“Line 11b Explanation - All Trustees do not review the annual Form 990; however, the Administrator does review the Form 990 upon its completion prior to it being filed with the IRS. Additionally, the signing officer reviews prior to signing and submitting to the IRS.”

Form 990, Part VI, Section B, line 15A

“Annually, the board of trustees reviews the job performance of the Fund's administrator, and through majority vote of the trustees, determines the compensation level for the administrator for the next fiscal year.”

Form 990, Part VI, Section C, line 19

“On an annual basis, the Fund has prepared the summary annual report (SAR) that is available to the general public. The SAR is available at the Fund office during normal business hours or upon request. Additionally, the annual audited financial statements are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Mid Central Operating Engineers Health &
EIN
35-0917610
Phone
8122324384
Address
1100 Poplar Street, Terre Haute, IN 47807

Signing Officer

Name
Tom Ridge
Title
Chairman
Phone
8122324384
Signed
2021-12-03
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
92
Volunteers
0

Preparer

Firm
Sackrider & Company Inc
Address
1925 Wabash Ave, Terre Haute, IN 47807
Preparer
Craig A Todd CPA
Phone
8122329492
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“A committee has not been established to oversee the financial statement audit. The full board assumes responsibility for oversight of the audit and by majority vote, approves the plan auditors annually.”

Financial Statement Notes

Part X, Line 2:

“Financial statement footnote 11 addresses uncertain tax positions. The plan administrator has analyzed the tax positions taken by the plan and has concluded there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 7,495 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/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt023553
IRS990/InsuranceGrp/TotalAmt023553
IRS990/InvestmentIncomeGrp/ExclusionAmt02685814
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02685814
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0107607762
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0121101825
IRS990/IRPDocumentCnt01073
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0796806
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0498060
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0488045
IRS990/LandBldgEquipCostOrOtherBssAmt01284851
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt055511422
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide health and welfare benefits to members.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0141661635
IRS990/NetAssetsOrFundBalancesEOYAmt0155320207
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02887807
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02887807
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07514608
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt016660
IRS990/OccupancyGrp/TotalAmt016660
IRS990/OfficeExpensesGrp/ProgramServicesAmt064781
IRS990/OfficeExpensesGrp/TotalAmt064781
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011404
IRS990/OtherAssetsTotalGrp/EOYAmt011404
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0357630
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0357630
IRS990/OtherExpensesGrp/Desc0Anthem benefit administ
IRS990/OtherExpensesGrp/Desc1Clinic Service Fees
IRS990/OtherExpensesGrp/Desc2Med Care Management Fee
IRS990/OtherExpensesGrp/Desc3Postage
IRS990/OtherExpensesGrp/ProgramServicesAmt02337419
IRS990/OtherExpensesGrp/ProgramServicesAmt11728588
IRS990/OtherExpensesGrp/ProgramServicesAmt2163134
IRS990/OtherExpensesGrp/ProgramServicesAmt3160703
IRS990/OtherExpensesGrp/TotalAmt02337419
IRS990/OtherExpensesGrp/TotalAmt11728588
IRS990/OtherExpensesGrp/TotalAmt2163134
IRS990/OtherExpensesGrp/TotalAmt3160703
IRS990/OtherLiabilitiesGrp/BOYAmt02005711
IRS990/OtherLiabilitiesGrp/EOYAmt01713788
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0684092
IRS990/OtherSalariesAndWagesGrp/TotalAmt0684092
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt062142
IRS990/PayrollTaxesGrp/TotalAmt062142
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0188364
IRS990/PensionPlanContributionsGrp/TotalAmt0188364
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Liquidated damages
IRS990/ProgramServiceRevenueGrp/Desc2Reimbursed expenses
IRS990/ProgramServiceRevenueGrp/Desc3Other additions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0102494492
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1113016
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt236043
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0102494492
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1113016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt236043
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39675
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt082085309
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05363533
IRS990/PYOtherExpensesAmt05157667
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0100083707
IRS990/PYRevenuesLessExpensesAmt016932307
IRS990/PYSalariesCompEmpBnftPaidAmt01271957
IRS990/PYTotalExpensesAmt088514933
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0105447240
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt06143964
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0102653226
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0141661635
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0155320207
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020653864
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021399940
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0388568
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0426658
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0815226
IRS990ScheduleD/EquipmentGrp/BookValueAmt071977
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0370148
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0442125
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0441945
IRS990ScheduleD/ExpensesSubtotalAmt0101640938
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0441945
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0441945
IRS990ScheduleD/LandGrp/BookValueAmt07500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07514608
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01713788
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to other funds
IRS990ScheduleD/RevenueNotReportedAmt07514608
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0441945
IRS990ScheduleD/RevenueSubtotalAmt0107784902
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Financial statement footnote 11 addresses uncertain tax positions. The plan administrator has analyzed the tax positions taken by the plan and has concluded there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0488045
IRS990ScheduleD/TotalExpensesPerForm990Amt0102082883
IRS990ScheduleD/TotalLiabilityAmt01713788
IRS990ScheduleD/TotalRevenuePerForm990Amt0108226847
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0115299510
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0101640938
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0112331
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt045064
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Cheryl Cottrell
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Admin
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0157395
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 11b Explanation - All Trustees do not review the annual Form 990; however, the Administrator does review the Form 990 upon its completion prior to it being filed with the IRS. Additionally, the signing officer reviews prior to signing and submitting to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually, the board of trustees reviews the job performance of the Fund's administrator, and through majority vote of the trustees, determines the compensation level for the administrator for the next fiscal year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2On an annual basis, the Fund has prepared the summary annual report (SAR) that is available to the general public. The SAR is available at the Fund office during normal business hours or upon request. Additionally, the annual audited financial statements are available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A committee has not been established to oversee the financial statement audit. The full board assumes responsibility for oversight of the audit and by majority vote, approves the plan auditors annually.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 2c
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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,470,959
Liabilities
$2,150,752
Net assets
$155,320,207
Revenue
$108,226,847
Expenses
$102,082,883
Net income
$6,143,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$252$3.36$249$153$127$26.0
2024Detailed filing. Detailed filing data is available for this year.$219$2.99$216$143$119$23.8
2023Detailed filing. Detailed filing data is available for this year.$189$3.13$185$133$111$22.2
2022Detailed filing. Detailed filing data is available for this year.$164$2.96$161$121$111$9.89
2021Detailed filing. Detailed filing data is available for this year.$157$2.15$155$108$102$6.14
2020Detailed filing. Detailed filing data is available for this year.$144$2.53$142$105$88.5$16.9
2019Detailed filing. Detailed filing data is available for this year.$125$1.84$123$91.2$82.7$8.53
2018Detailed filing. Detailed filing data is available for this year.$113$1.65$111$84.5$79.5$5.01
2017Detailed filing. Detailed filing data is available for this year.$105$0.66$104$78.8$78.3$0.49
2016Detailed filing. Detailed filing data is available for this year.$101$0.56$101$76.4$72.6$3.81
2015Detailed filing. Detailed filing data is available for this year.$96.7$0.68$96.1$72.5$67.5$5.04
2014Detailed filing. Detailed filing data is available for this year.$90.8$0.69$90.1$66.2$59.7$6.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.3$0.63$81.7$55.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.1$0.51$75.6$53.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.3$0.59$67.7$49.0