Civic Intelligence

Iron Workers Local Union No 22

EIN 35-2049855 • 501(c)9 • Indianapolis, IN

View Organization Page

Profile

To provide premium supplement for group medical insurance for retired union members.

5600 Dividend Road Suite AIndianapolis, IN 46241

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

80th percentile

39%

Higher net margin than 80% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

51st percentile

3.7%

Faster asset growth than 51% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,690,449

Up $628,662 (+30%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$2,690,449

Up $628,662 (+30%) from 2022

Operations
Liabilities / Revenue52nd percentileNet Margin80th percentile

Revenue

Up

$1,267,115

Up $498,550 (+65%) from 2022

Expenses

Up

$773,126

Up $323,589 (+72%) from 2022

Net Income

Up

$493,989

Up $174,961 (+55%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,309,246Liabilities 2011: $0Net Assets 2011: $1,309,2462011Assets 2012: $1,299,064Liabilities 2012: $0Net Assets 2012: $1,299,0642012Assets 2013: $1,364,456Liabilities 2013: $0Net Assets 2013: $1,364,4562013Assets 2014: $1,491,649Liabilities 2014: $0Net Assets 2014: $1,491,6492014Assets 2016: $1,378,744Liabilities 2016: $0Net Assets 2016: $1,378,7442016Assets 2018: $1,518,930Liabilities 2018: $35,632Net Assets 2018: $1,483,2982018Assets 2019: $1,465,006Liabilities 2019: $0Net Assets 2019: $1,465,0062019Assets 2020: $1,594,944Liabilities 2020: $0Net Assets 2020: $1,594,9442020Assets 2021: $2,006,726Liabilities 2021: $0Net Assets 2021: $2,006,7262021Assets 2022: $2,061,787Liabilities 2022: $0Net Assets 2022: $2,061,7872022Assets 2025: $2,690,449Liabilities 2025: $0Net Assets 2025: $2,690,4492025

Highlighted filing

2025

Assets$2,690,449
Liabilities$0
Net Assets$2,690,449
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $410,8192011Expenses 2012: $425,9252012Expenses 2013: $428,1452013Revenue 2014: $527,704Expenses 2014: $444,380Net Income 2014: $83,3242014Revenue 2016: $340,520Expenses 2016: $494,681Net Income 2016: -$154,1612016Revenue 2018: $458,743Expenses 2018: $458,992Net Income 2018: -$2492018Revenue 2019: $442,296Expenses 2019: $482,140Net Income 2019: -$39,8442019Revenue 2020: $563,789Expenses 2020: $449,735Net Income 2020: $114,0542020Revenue 2021: $522,595Expenses 2021: $449,020Net Income 2021: $73,5752021Revenue 2022: $768,565Expenses 2022: $449,537Net Income 2022: $319,0282022Revenue 2025: $1,267,115Expenses 2025: $773,126Net Income 2025: $493,9892025

Highlighted filing

2025

Revenue$1,267,115
Expenses$773,126
Net Income$493,989
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,690,449
Liabilities
$0
Net assets
$2,690,449
Revenue
$1,267,115
Expenses
$773,126
Net income
$493,989
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.00$2.69$1.27$0.77$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.77$0.45$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$0.52$0.45$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.56$0.45$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.44$0.48$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.04$1.48$0.46$0.46$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.34$0.49$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.53$0.44$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jan 28, 2026
Return Version
2024v5.5
Gross Receipts
$3,060,908
Mission and Program Overview

Mission

To provide premium supplement for group medical insurance for retired union members and/or spouses.

To provide premium supplement for group medical insurance for retired union members of iron workers local union no. 22

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,594,281$2,690,449▲ $96,168
Savings and Temporary Cash Investments$394,723$1,335,810▲ $941,087
Investments in Publicly Traded Securities$2,029,895$1,145,521▼ $884,374
Cash and Non-Interest-Bearing Accounts$169,663$209,118▲ $39,455
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,594,281$2,690,449▲ $96,168
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,594,281$2,690,449▲ $96,168
Total Liabilities and Net Assets / Fund Balance$2,594,281$2,690,449▲ $96,168
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Cody BatesTrustee
John WhitakerTrustee
Scott BullerdickTrustee
Will ErwinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$790,001
Investment Income
$477,114
Other Revenue
$0
Change in Net Assets
$493,989

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,267,115
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-397,821
Total Revenue per Audited Statements
$869,294
Total Revenue per Form 990
$1,267,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,867
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$690,259
Fees for Services Accounting---$40,340
Fees for Service Investment Mgmnt Fees---$22,580
Conferences and Meetings---$12,200
Fees for Services Other---$3,750
Office Expenses---$2,411
Insurance---$807
Fees for Services Legal---$779
Total Functional Expenses$0$0$0$773,126

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$773,126
Total Expenses per Audited Statements$773,126
Total Expenses per Form 990$773,126
Expenses Not Reported on Financial Statements$0
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
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, 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 draft of the 990 was reviewed and approved by the trustees prior to filing.”

FORM 990 PART VI LINE 12:

“The organization follows a conflict of interest policy that has not been formally adopted. The organization periodically reviews its conflict of interest policy and information. If a board member has a conflict, the board member is recused from the meeting and cannot vote on the issue.”

Form 990, Part VI, Section C, Line 19

“All organizational documents are available for review upon request at 5600 dividend road, suite a.”

Filing and Contact Details

Filer

Filer Name
Iron Workers Local Union No 22
EIN
35-2049855
Phone
3172438222
Address
5600 DIVIDEND ROAD SUITE A, INDIANAPOLIS, IN 46241

Signing Officer

Name
Cody Bates
Title
Trustee
Phone
3172438222
Signed
2026-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cody Bates
Formed
1998
Legal Domicile
In
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
5975 CASTLE CREEK PARKWAY N DR STE, 400, INDIANAPOLIS, IN 46250
Preparer
Shawn Antell CPA
Phone
3174690169
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit of its financial statements and the selection of independent accountants. The process did not change during the year.”

Financial Statement Notes

PART X, LINE 2:

“The fund has been determined by the internal revenue service to be exempt from federal income tax under section 501(c)(9) of the internal revenue code. The fund obtained its latest determination letter on november 3, 2010, in which the internal revenue service states that the fund, as then designed, was in compliance with the applicable requirements of the internal revenue code. The fund has been amended since receiving the determination letter. However, the fund administrator believes that the fund is currently designed and being operated in compliance with the applicable requirements of the internal revenue code, and therefore believes that the fund is qualified and the related trust is tax-exempt. Currently, the prior three years are open under federal statutes of limitations and remain subject to review and change. The fund is not currently under audit nor has it been contacted by any taxing authority.”

Raw XML Appendix286 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE PREMIUM SUPPLEMENT FOR GROUP MEDICAL INSURANCE FOR RETIRED UNION MEMBERS OF IRON WORKERS LOCAL UNION NO. 22
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0690259
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CODY BATES
IRS990/BooksInCareOfDetail/PhoneNum03172438222
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05600 DIVIDEND ROAD SUITE A
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046241
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0169663
IRS990/CashNonInterestBearingGrp/EOYAmt0209118
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt012200
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0690259
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0477114
IRS990/CYOtherExpensesAmt082867
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0790001
IRS990/CYRevenuesLessExpensesAmt0493989
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0773126
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01267115
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE PREMIUM SUPPLEMENT FOR GROUP MEDICAL INSURANCE FOR RETIRED UNION MEMBERS AND/OR SPOUSES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt040340
IRS990/FeesForServicesLegalGrp/TotalAmt0779
IRS990/FeesForServicesOtherGrp/TotalAmt03750
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt022580
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0CODY BATES
IRS990/Form990PartVIISectionAGrp/PersonNm1SCOTT BULLERDICK
IRS990/Form990PartVIISectionAGrp/PersonNm2WILL ERWIN
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN WHITAKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0360502
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02154295
IRS990/GrossReceiptsAmt03060908
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt0807
IRS990/InvestmentIncomeGrp/ExclusionAmt0116612
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0116612
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02029895
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01145521
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01793793
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE PREMIUM SUPPLEMENT FOR GROUP MEDICAL INSURANCE FOR RETIRED UNION MEMBERS AND/OR SPOUSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02594281
IRS990/NetAssetsOrFundBalancesEOYAmt02690449
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0360502
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0360502
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-397821
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt02411
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CODY BATES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0790001
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0790001
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0531241
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt053833
IRS990/PYOtherExpensesAmt031366
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0749290
IRS990/PYRevenuesLessExpensesAmt0240516
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0562607
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0803123
IRS990/ReconcilationRevenueExpnssAmt0493989
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02594281
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02690449
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0394723
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01335810
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0773126
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-397821
IRS990ScheduleD/RevenueNotReportedAmt0-397821
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01267115
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE FUND OBTAINED ITS LATEST DETERMINATION LETTER ON NOVEMBER 3, 2010, IN WHICH THE INTERNAL REVENUE SERVICE STATES THAT THE FUND, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE FUND HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE FUND ADMINISTRATOR BELIEVES THAT THE FUND IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE, AND THEREFORE BELIEVES THAT THE FUND IS QUALIFIED AND THE RELATED TRUST IS TAX-EXEMPT. CURRENTLY, THE PRIOR THREE YEARS ARE OPEN UNDER FEDERAL STATUTES OF LIMITATIONS AND REMAIN SUBJECT TO REVIEW AND CHANGE. THE FUND IS NOT CURRENTLY UNDER AUDIT NOR HAS IT BEEN CONTACTED BY ANY TAXING AUTHORITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0773126
IRS990ScheduleD/TotalRevenuePerForm990Amt01267115
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0869294
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0773126
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE 990 WAS REVIEWED AND APPROVED BY THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION FOLLOWS A CONFLICT OF INTEREST POLICY THAT HAS NOT BEEN FORMALLY ADOPTED. THE ORGANIZATION PERIODICALLY REVIEWS ITS CONFLICT OF INTEREST POLICY AND INFORMATION. IF A BOARD MEMBER HAS A CONFLICT, THE BOARD MEMBER IS RECUSED FROM THE MEETING AND CANNOT VOTE ON THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ORGANIZATIONAL DOCUMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST AT 5600 DIVIDEND ROAD, SUITE A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS DID NOT CHANGE DURING THE YEAR.
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 LINE 12:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02594281
IRS990/TotalAssetsEOYAmt02690449
IRS990/TotalAssetsGrp/BOYAmt02594281
IRS990/TotalAssetsGrp/EOYAmt02690449
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0773126
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02594281
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02690449
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0790001
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0477114
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0790001
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01267115
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02594281
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02690449
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05600 DIVIDEND ROAD SUITE A
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046241
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CODY BATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03172438222
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL UNION NO 22
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE INSURANCE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0352049855
ReturnHeader/Filer/PhoneNum03172438222
ReturnHeader/Filer/USAddress/AddressLine1Txt05600 DIVIDEND ROAD SUITE A
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046241
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273858252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEAN DORTON ALLEN FORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05975 CASTLE CREEK PARKWAY N DR STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046250
ReturnHeader/PreparerPersonGrp/PhoneNum03174690169
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN ANTELL CPA
ReturnHeader/ReturnTs02026-01-30T07:53:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.