Civic Intelligence

Pipe Trades Industry Health and Welfare Plan

990 • Fiscal year 2014 • EIN 35-1063466

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 28, 2014

Organization ProfileN/A

View Organization Page

PO Box 304047803

(812) 877-2581

Siviq Scores

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

Liabilities / Assets

47th percentile

0.03x

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

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.04x

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

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

19th percentile

-5.6%

Higher net margin than 19% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

68th percentile

$130,531

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

19th percentile

-4.6%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$36,838,395

Down $1,779,801 (-4.6%) from 2013

Net Assets

Down

$35,693,804

Down $2,050,969 (-5.4%) from 2013

Liabilities

Up

$1,144,591

Up $271,168 (+31%) from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin19th percentile

Revenue

$31,373,463

No earlier filing loaded for comparison.

Expenses

Up

$33,144,821

Up $1,727,226 (+5.5%) from 2013

Net Income

-$1,771,358

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$100M$50M$0Assets 2010: $35,607,623Liabilities 2010: $206,720Net Assets 2010: $35,400,9032010Assets 2011: $42,966,350Liabilities 2011: $3,139,218Net Assets 2011: $39,827,1322011Assets 2012: $38,891,999Liabilities 2012: $721,130Net Assets 2012: $38,170,8692012Assets 2013: $38,618,196Liabilities 2013: $873,423Net Assets 2013: $37,744,7732013Assets 2014: $36,838,395Liabilities 2014: $1,144,591Net Assets 2014: $35,693,8042014Assets 2015: $34,955,599Liabilities 2015: $1,762,045Net Assets 2015: $33,193,5542015Assets 2016: $30,420,424Liabilities 2016: $1,467,882Net Assets 2016: $28,952,5422016Assets 2017: $31,017,378Liabilities 2017: $1,100,052Net Assets 2017: $29,917,3262017Assets 2018: $34,847,897Liabilities 2018: $1,222,075Net Assets 2018: $33,625,8222018Assets 2019: $38,783,453Liabilities 2019: $1,039,233Net Assets 2019: $37,744,2202019Assets 2020: $45,984,789Liabilities 2020: $1,134,942Net Assets 2020: $44,849,8472020Assets 2021: $55,184,287Liabilities 2021: $1,032,283Net Assets 2021: $54,152,0042021Assets 2022: $52,358,000Liabilities 2022: $1,154,387Net Assets 2022: $51,203,6132022Assets 2023: $63,483,830Liabilities 2023: $1,550,717Net Assets 2023: $61,933,1132023Assets 2024: $73,888,464Liabilities 2024: $1,349,968Net Assets 2024: $72,538,4962024Assets 2025: $90,020,923Liabilities 2025: $1,175,486Net Assets 2025: $88,845,4372025

Highlighted filing

2014

Assets$36,838,395
Liabilities$1,144,591
Net Assets$35,693,804
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $29,606,0062010Expenses 2011: $30,145,2392011Expenses 2012: $31,918,1642012Expenses 2013: $31,417,5952013Revenue 2014: $31,373,463Expenses 2014: $33,144,821Net Income 2014: -$1,771,3582014Revenue 2015: $30,831,012Expenses 2015: $32,612,380Net Income 2015: -$1,781,3682015Revenue 2016: $33,594,961Expenses 2016: $37,148,224Net Income 2016: -$3,553,2632016Revenue 2017: $37,745,666Expenses 2017: $36,783,557Net Income 2017: $962,1092017Revenue 2018: $40,829,007Expenses 2018: $34,780,746Net Income 2018: $6,048,2612018Revenue 2019: $40,671,158Expenses 2019: $37,539,098Net Income 2019: $3,132,0602019Revenue 2020: $42,466,810Expenses 2020: $36,917,344Net Income 2020: $5,549,4662020Revenue 2021: $42,886,410Expenses 2021: $35,335,241Net Income 2021: $7,551,1692021Revenue 2022: $42,721,485Expenses 2022: $39,777,656Net Income 2022: $2,943,8292022Revenue 2023: $48,063,450Expenses 2023: $38,138,854Net Income 2023: $9,924,5962023Revenue 2024: $53,888,157Expenses 2024: $45,107,626Net Income 2024: $8,780,5312024Revenue 2025: $57,865,010Expenses 2025: $45,124,007Net Income 2025: $12,741,0032025

Highlighted filing

2014

Revenue$31,373,463
Expenses$33,144,821
Net Income-$1,771,358
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 28, 2014
Return Version
2013v3.1
Gross Receipts
$49,362,298
Mission and Program Overview

Mission

Provide health and welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$37,744,773$35,693,804▼ $2,050,969
Investments in Publicly Traded Securities$33,157,079$31,273,078▼ $1,884,001
Savings and Temporary Cash Investments$2,292,017$2,437,055▲ $145,038
Accounts Receivable$2,397,978$2,291,839▼ $106,139
Land, Buildings, and Equipment, Net$264,918$206,922▼ $57,996
Prepaid Expenses and Deferred Charges$6,372$11,443▲ $5,071
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$38,618,196$36,838,395▼ $1,779,801
Other Assets Total$499,732$617,958▲ $118,226
Liabilities
Accounts Payable and Accrued Expenses$873,423$1,144,591▲ $271,168
Total Liabilities$873,423$1,144,591▲ $271,168
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,744,773$35,693,804▼ $2,050,969
Total Liabilities and Net Assets / Fund Balance$38,618,196$36,838,395▼ $1,779,801

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$123,514$347,517$471,031
Buildings$81,408$193,918$275,326
Land$2,000-$2,000
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim ThackerAdmin ManagerFT$102,748$27,783$130,531

Board Members and Trustees

NameTitle
John RayburnChairman
Mark A UngerVice-Chairman
Charles MartinTrustee
Donnie R RitterTrustee
Greg ThoennesTrustee
Keith MurtTrustee
Wendell HibdonTrustee
Jack E Neal JrSec-Treasurer
Kyle HendersonSec-Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Insurance CompanyPpo-$1,004,023
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$27,172,959
Investment Income
$4,200,504
Other Revenue
$0
Change in Net Assets
$-1,771,358

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,225,858
Revenue Not Reported on Financial Statements
$147,605
Revenue Not Reported on Form 990
$-279,611
Total Revenue per Audited Statements
$30,946,247
Total Revenue per Form 990
$31,373,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,699,569
Salaries, Compensation, and Employee Benefits$583,171
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$30,862,081--$30,862,081
Fees for Services Other$1,235,917--$1,235,917
Other Salaries and Wages$264,690--$264,690
Fees for Service Investment Mgmnt Fees$147,605--$147,605
Current Officers, Directors, Trustees, and Key Employees$130,531--$130,531
Pension Plan Contributions$82,093--$82,093
Depreciation Depletion$81,303--$81,303
Other Employee Benefits$76,925--$76,925
Fees for Services Accounting$32,583--$32,583
Payroll Taxes$28,932--$28,932
Fees for Services Legal$26,224--$26,224
All Other Expenses$17,326--$17,326
Office Expenses$16,234--$16,234
Insurance$15,025--$15,025
Occupancy$13,256--$13,256
Other Expenses$7,814--$7,814
Travel$3,050$2,019-$5,069
Total Functional Expenses$33,142,802$2,019$0$33,144,821

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$33,144,821
Expenses per Audited Statements$32,997,216
Total Expenses per Audited Statements$32,997,216
Expenses Not Reported on Financial Statements$147,605
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Form 990 is reviewed with financial statements at scheduled board of trustees meeting.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available for review at office located at 8680 E. Milner Avenue, Terre Haute, IN.”

Filing and Contact Details

Filer

EIN
35-1063466
Phone
8128772581

Signing Officer

Name
Kyle Henderson
Title
Secretary-Treasurer
Signed
2014-10-28
Discuss with paid preparer
Yes

Organization Details

Formed
1961
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
8

Preparer

Preparer
David L Kirchner CPA
Phone
8122329492
Raw XML AppendixShowing 400 of 1,721 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0873423
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01144591
IRS990/AccountsReceivableGrp/BOYAmt02397978
IRS990/AccountsReceivableGrp/EOYAmt02291839
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide health and welfare benefits to members.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ProgramServicesAmt017326
IRS990/AllOtherExpensesGrp/TotalAmt017326
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/ProgramServicesAmt030862081
IRS990/BenefitsToMembersGrp/TotalAmt030862081
IRS990/BooksInCareOfDetail/PersonNm0Tim Thacker
IRS990/BooksInCareOfDetail/PhoneNum08128772581
IRS990/BooksInCareOfDetail/USAddress/AddressLine108680 E Milner Avenue
IRS990/BooksInCareOfDetail/USAddress/City0Terre Haute
IRS990/BooksInCareOfDetail/USAddress/State0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCode047803
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0100
IRS990/CashNonInterestBearingGrp/EOYAmt0100
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0130531
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0130531
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt01004023
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine10220 Virginia Avenue
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0Indianapolis
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode046204
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10Anthem Insurance Company
IRS990/ContractorCompensationGrp/ServicesDesc0PPO
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt030862081
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04200504
IRS990/CYOtherExpensesAmt01699569
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt027172959
IRS990/CYRevenuesLessExpensesAmt0-1771358
IRS990/CYSalariesCompEmpBnftPaidAmt0583171
IRS990/CYTotalExpensesAmt033144821
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt031373463
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt081303
IRS990/DepreciationDepletionGrp/TotalAmt081303
IRS990/Desc0Health and welfare benefits paid to/for members and dependents and related expenses.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt033144821
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt032583
IRS990/FeesForServicesAccountingGrp/TotalAmt032583
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt026224
IRS990/FeesForServicesLegalGrp/TotalAmt026224
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01235917
IRS990/FeesForServicesOtherGrp/TotalAmt01235917
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0147605
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0147605
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt927783
IRS990/Form990PartVIISectionAGrp/PersonNm0Keith Murt
IRS990/Form990PartVIISectionAGrp/PersonNm1Charles Martin
IRS990/Form990PartVIISectionAGrp/PersonNm2Wendell Hibdon
IRS990/Form990PartVIISectionAGrp/PersonNm3Donnie R Ritter
IRS990/Form990PartVIISectionAGrp/PersonNm4Greg Thoennes
IRS990/Form990PartVIISectionAGrp/PersonNm5John Rayburn
IRS990/Form990PartVIISectionAGrp/PersonNm6Mark A Unger
IRS990/Form990PartVIISectionAGrp/PersonNm7Jack E Neal Jr
IRS990/Form990PartVIISectionAGrp/PersonNm8Kyle Henderson
IRS990/Form990PartVIISectionAGrp/PersonNm9Tim Thacker
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9102748
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice-Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt7Sec-Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Sec-Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Admin Manager
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt03507436
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt021496271
IRS990/GrossReceiptsAmt049362298
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt015025
IRS990/InsuranceGrp/TotalAmt015025
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0693068
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0693068
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt033157079
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031273078
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt0597
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0541435
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0264918
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0206922
IRS990/LandBldgEquipCostOrOtherBssAmt0748357
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017988835
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide health and welfare benefits to members.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt037744773
IRS990/NetAssetsOrFundBalancesEOYAmt035693804
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt03507436
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03507436
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-279611
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt013256
IRS990/OccupancyGrp/TotalAmt013256
IRS990/OfficeExpensesGrp/ProgramServicesAmt016234
IRS990/OfficeExpensesGrp/TotalAmt016234
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0499732
IRS990/OtherAssetsTotalGrp/EOYAmt0617958
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt076925
IRS990/OtherEmployeeBenefitsGrp/TotalAmt076925
IRS990/OtherExpensesGrp/Desc0Postage and Shipping
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Bank Charges
IRS990/OtherExpensesGrp/Desc3Uncollected Checks
IRS990/OtherExpensesGrp/ProgramServicesAmt070732
IRS990/OtherExpensesGrp/ProgramServicesAmt122176
IRS990/OtherExpensesGrp/ProgramServicesAmt28305
IRS990/OtherExpensesGrp/ProgramServicesAmt37814
IRS990/OtherExpensesGrp/TotalAmt070732
IRS990/OtherExpensesGrp/TotalAmt122176
IRS990/OtherExpensesGrp/TotalAmt28305
IRS990/OtherExpensesGrp/TotalAmt37814
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0264690
IRS990/OtherSalariesAndWagesGrp/TotalAmt0264690
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt028932
IRS990/PayrollTaxesGrp/TotalAmt028932
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt082093
IRS990/PensionPlanContributionsGrp/TotalAmt082093
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06372
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011443
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Participant Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023749435
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13423524
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023749435
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13423524
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt028954774
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01900146
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01814910
IRS990/PYProgramServiceRevenueAmt028214884
IRS990/PYRevenuesLessExpensesAmt0-1302565
IRS990/PYSalariesCompEmpBnftPaidAmt0647911
IRS990/PYTotalExpensesAmt031417595
IRS990/PYTotalRevenueAmt030115030
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1771358
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt031373463
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt037744773
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt035693804
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02292017
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02437055
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt081408
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0193918
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0275326
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0147605
IRS990ScheduleD/ExpensesSubtotalAmt032997216
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0147605
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0147605
IRS990ScheduleD/LandGrp/BookValueAmt02000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-279611
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0123514
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0347517
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0471031
IRS990ScheduleD/RevenueNotReportedAmt0-279611
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0147605
IRS990ScheduleD/RevenueSubtotalAmt031225858
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0206922
IRS990ScheduleD/TotalExpensesPerForm990Amt033144821
IRS990ScheduleD/TotalRevenuePerForm990Amt031373463
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt030946247
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt032997216
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed with financial statements at scheduled board of trustees meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Documents are available for review at office located at 8680 E. Milner Avenue, Terre Haute, IN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd8false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd9false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd11false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd12false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd13false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd14false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd15false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd16false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd17false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd18false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd19false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd21false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd22false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd23false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd24false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd25false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd26false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd27false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd28false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd29false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd31false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd32false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd33false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd34false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd35false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd36false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd37false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd38false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd39false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd41false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd42false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,838,395
Liabilities
$1,144,591
Net assets
$35,693,804
Revenue
$31,373,463
Expenses
$33,144,821
Net income
-$1,771,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$90.0$1.18$88.8$57.9$45.1$12.7
2024Detailed filing. Detailed filing data is available for this year.$73.9$1.35$72.5$53.9$45.1$8.78
2023Detailed filing. Detailed filing data is available for this year.$63.5$1.55$61.9$48.1$38.1$9.92
2022Detailed filing. Detailed filing data is available for this year.$52.4$1.15$51.2$42.7$39.8$2.94
2021Detailed filing. Detailed filing data is available for this year.$55.2$1.03$54.2$42.9$35.3$7.55
2020Detailed filing. Detailed filing data is available for this year.$46.0$1.13$44.8$42.5$36.9$5.55
2019Detailed filing. Detailed filing data is available for this year.$38.8$1.04$37.7$40.7$37.5$3.13
2018Detailed filing. Detailed filing data is available for this year.$34.8$1.22$33.6$40.8$34.8$6.05
2017Detailed filing. Detailed filing data is available for this year.$31.0$1.10$29.9$37.7$36.8$0.96
2016Detailed filing. Detailed filing data is available for this year.$30.4$1.47$29.0$33.6$37.1$3.55
2015Detailed filing. Detailed filing data is available for this year.$35.0$1.76$33.2$30.8$32.6$1.78
2014Detailed filing. Detailed filing data is available for this year.$36.8$1.14$35.7$31.4$33.1$1.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.6$0.87$37.7$31.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$0.72$38.2$31.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.0$3.14$39.8$30.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.6$0.21$35.4$29.6