Civic Intelligence

Electrical Insurance Trustees

990 • Fiscal year 2014 • EIN 36-1033970

Jul 01, 2013 to Jun 30, 2014 • Filed on May 07, 2015

Organization ProfileN/A

View Organization Page

221 North Lasalle Street No 20060601

(312) 782-5442

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.03x

Higher debt load relative to assets than 52% of similar nonprofits.

2014 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2014

Liabilities / Revenue

52nd percentile

0.08x

Higher debt load relative to revenue than 52% of similar nonprofits.

2014 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2014

Net Margin

67th percentile

9.3%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2014

Top Officer Pay

90th percentile

$381,997

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2014 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2014

Asset Growth

58th percentile

6.3%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)9 • $250M-$1B 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 / Assets52nd percentile

Assets

Up

$519,236,995

Up $108,731,583 (+26%) from 2011

Net Assets

Up

$503,489,505

Up $106,207,696 (+27%) from 2011

Liabilities

Up

$15,747,490

Up $2,523,887 (+19%) from 2011

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin67th percentile

Revenue

$195,646,611

No earlier filing loaded for comparison.

Expenses

Down

$177,379,179

Down $13,158,296 (-6.9%) from 2011

Net Income

$18,267,432

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$800M$600M$400M$200M$0Assets 2010: $374,023,351Liabilities 2010: $12,516,140Net Assets 2010: $361,507,2112010Assets 2011: $410,505,412Liabilities 2011: $13,223,603Net Assets 2011: $397,281,8092011Assets 2014: $519,236,995Liabilities 2014: $15,747,490Net Assets 2014: $503,489,5052014Assets 2015: $538,102,827Liabilities 2015: $21,322,611Net Assets 2015: $516,780,2162015Assets 2016: $567,231,441Liabilities 2016: $23,467,630Net Assets 2016: $543,763,8112016Assets 2017: $613,969,336Liabilities 2017: $24,253,311Net Assets 2017: $589,716,0252017Assets 2018: $658,028,889Liabilities 2018: $28,362,435Net Assets 2018: $629,666,4542018Assets 2020: $734,017,335Liabilities 2020: $21,087,417Net Assets 2020: $712,929,9182020Assets 2022: $729,046,741Liabilities 2022: $28,985,560Net Assets 2022: $700,061,1812022

Highlighted filing

2014

Assets$519,236,995
Liabilities$15,747,490
Net Assets$503,489,505
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300M$200M$100M$0Expenses 2010: $219,085,5392010Expenses 2011: $190,537,4752011Revenue 2014: $195,646,611Expenses 2014: $177,379,179Net Income 2014: $18,267,4322014Revenue 2015: $210,995,690Expenses 2015: $185,988,009Net Income 2015: $25,007,6812015Revenue 2016: $222,627,639Expenses 2016: $192,415,923Net Income 2016: $30,211,7162016Revenue 2017: $238,683,935Expenses 2017: $205,242,283Net Income 2017: $33,441,6522017Revenue 2018: $261,179,763Expenses 2018: $211,346,841Net Income 2018: $49,832,9222018Revenue 2020: $269,435,955Expenses 2020: $241,344,091Net Income 2020: $28,091,8642020Revenue 2022: $275,509,877Expenses 2022: $269,554,938Net Income 2022: $5,954,9392022

Highlighted filing

2014

Revenue$195,646,611
Expenses$177,379,179
Net Income$18,267,432
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 7, 2015
Return Version
2013v4.0
Gross Receipts
$615,349,246
Mission and Program Overview

Mission

Provide medical benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$470,797,033$503,489,505▲ $32,692,472
Investments Other Securities$353,224,126$387,509,795▲ $34,285,669
Savings and Temporary Cash Investments$118,046,815$113,129,263▼ $4,917,552
Accounts Receivable$15,991,447$17,887,254▲ $1,895,807
Prepaid Expenses and Deferred Charges$160,192$536,593▲ $376,401
Land, Buildings, and Equipment, Net$700,179$314,776▼ $385,403
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$185,913$-140,686▼ $326,599
Total Assets$488,309,066$519,236,995▲ $30,927,929
Other Assets Total$394$0▼ $394
Liabilities
Other Liabilities$14,875,188$12,906,348▼ $1,968,840
Accounts Payable and Accrued Expenses$2,204,845$2,374,372▲ $169,527
Deferred Revenue$432,000$466,770▲ $34,770
Total Liabilities$17,512,033$15,747,490▼ $1,764,543
Net Assets / Fund Balance
Total Net Assets Fund Balance$470,797,033$503,489,505▲ $32,692,472
Total Liabilities and Net Assets / Fund Balance$488,309,066$519,236,995▲ $30,927,929

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$311,584$2,802,505$3,114,089
Leasehold Improvements$3,192$455,243$458,435
Other Securities$387,509,795--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean MadixFund AdministratorFT$273,342$108,655$381,997
Peter KimDirector of Information SyFT$134,475$55,826$190,301
John P DaltonTrusteePT-$21,175$21,175
Christopher N MccormickTrusteePT-$15,500$15,500

Board Members and Trustees

NameTitle
KEVIN M O'SHEATrustee
Kenneth BauwensTrustee
Kevin ConnollyTrustee
Mario MillerTrustee
Michael R WalsdorfTrustee
Steven DiamondTrustee
Terry AllenTrustee
Jack BlockTrustee (new)
William T Divane JrTrustee (past)

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Crossblue Shield Of IllinoisMedical Claims Processor-$5,837,454
Cigna Behavioral HealthMember Assistance Program-$586,636
Cvs CaremarkPrescription Claims Processor-$516,083
Legacy Professionals LLPAuditing, Payroll Compliance Audits, Cla-$416,775
AmalgatrustInvestment Management-$407,066
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$184,134,912
Investment Income
$11,511,699
Other Revenue
$0
Change in Net Assets
$18,267,432

Audited Revenue Reconciliation

Revenue per Audited Statements
$192,235,353
Revenue Not Reported on Financial Statements
$3,411,258
Revenue Not Reported on Form 990
$14,425,040
Other Revenue Adjustments
$2,699,342
Total Revenue per Audited Statements
$206,660,393
Total Revenue per Form 990
$195,646,611
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,224,655
Salaries, Compensation, and Employee Benefits$2,873,645
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$169,280,879
Other Salaries and Wages---$1,218,190
Fees for Services Other---$1,073,907
Office Expenses---$945,201
Pension Plan Contributions---$822,400
Fees for Service Investment Mgmnt Fees---$711,916
Fees for Services Accounting---$563,424
Occupancy---$528,110
Insurance---$447,077
Fees for Services Legal---$445,189
Other Employee Benefits---$424,026
Depreciation Depletion---$421,655
Current Officers, Directors, Trustees, and Key Employees---$295,940
Payroll Taxes---$113,089
Conferences and Meetings---$62,202
Other Expenses---$15,294
Travel---$10,680
Total Functional Expenses$0$0$0$177,379,179

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$177,379,179
Expenses per Audited Statements$173,967,921
Total Expenses per Audited Statements$173,967,921
Expenses Not Reported on Financial Statements$3,411,258
Other Expense Adjustments$2,699,342
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 Related Entities$12,906,348
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The executive committee of the electrical contractors association appoints the management trustees. The president of local union 134 ibew appoints the union trustees.”

Form 990, Part VI, Section B, Line 11

“A copy of the 990 was provided to the entire governing body prior to being filed.”

Form 990, Part VI, Section B, Line 15

“The executive committee determines compensation for top management and highest compensated employees.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available for public inspection upon request.”

Filing and Contact Details

Filer

EIN
36-1033970
Phone
3127825442

Signing Officer

Name
Mr Kenneth Bauwens
Title
Chairman
Phone
3127825442
Signed
2015-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Kenneth Bauwens
Formed
1930
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
5
Employees
24
Volunteers
0

Preparer

Preparer
Craig Resch
Phone
3123680500
Supplemental Narrative

Additional Explanations

FORM 990, SCHEDULE J, PART II, COLUMN B (III):

“Other reportable compensation includes automobile and life insurance reimbursments pursuant to a written employment agreement.”

FORM 990, SCHEDULE J, PART II, COLUMN C:

“Retirement and other deferred compensation includes the increase in the present value of a defined benefit pension plan as determined by the fund's actuary.”

FORM 990, SCHEDULE J, PART II, COLUMN D:

“Non-taxable benefits include the value of health and welfare premiums paid on behalf of the individuals.”

Financial Statement Notes

PART X, LINE 2:

“The individual plans file form 5500, annual return/report of employee benefit plan, with the internal revenue service (irs). The plans' returns are subject to examination until the applicable statute of limitations expires. The trust files form 990, return of organization exempt from income tax. The trust's returns are subject to examination by the internal revenue service until the applicable statute of limitations expires.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed shared expenses reported net on financial statements 2,699,342.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed shared expenses reported net on financial statements 2,699,342.”

Raw XML AppendixShowing 400 of 2,530 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/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE (NEW)
IRS990/Form990PartVIISectionAGrp/TitleTxt11FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF INFORMATION SY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01930
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02313283
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0422015918
IRS990/GrossReceiptsAmt0615349246
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt0447077
IRS990/InvestmentIncomeGrp/ExclusionAmt09198416
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09198416
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0353224126
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0387509795
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03257748
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0700179
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0314776
IRS990/LandBldgEquipCostOrOtherBssAmt03572524
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0419702635
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE MEDICAL BENEFITS TO PLAN PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0470797033
IRS990/NetAssetsOrFundBalancesEOYAmt0503489505
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02313283
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02313283
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt014425040
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0528110
IRS990/OfficeExpensesGrp/TotalAmt0945201
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0394
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0424026
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt015294
IRS990/OtherLiabilitiesGrp/BOYAmt014875188
IRS990/OtherLiabilitiesGrp/EOYAmt012906348
IRS990/OtherSalariesAndWagesGrp/TotalAmt01218190
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0113089
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0822400
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0160192
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0536593
IRS990/PrincipalOfficerNm0MR KENNETH BAUWENS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc2REIMBURSED SHARED EXPENSES
IRS990/ProgramServiceRevenueGrp/Desc3MEDICARE PART D SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc4COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0172323723
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15946753
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22699342
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32188518
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4976576
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0172323723
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15946753
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22699342
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32188518
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4976576
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0173950800
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07454885
IRS990/PYOtherExpensesAmt05122517
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0187271542
IRS990/PYRevenuesLessExpensesAmt012961767
IRS990/PYSalariesCompEmpBnftPaidAmt02691343
IRS990/PYTotalExpensesAmt0181764660
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0194726427
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt018267432
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0470797033
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0503489505
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0118046815
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0113129263
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0311584
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02802505
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03114089
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03411258
IRS990ScheduleD/ExpensesSubtotalAmt0173967921
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0711916
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0711916
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03192
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0455243
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0458435
IRS990ScheduleD/NetUnrealizedGainsInvstAmt014425040
IRS990ScheduleD/OtherExpensesNotIncludedAmt02699342
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012906348
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ENTITIES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt02699342
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0387509795
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN EIT INSURANCE MASTER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt014425040
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03411258
IRS990ScheduleD/RevenueSubtotalAmt0192235353
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INDIVIDUAL PLANS FILE FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN, WITH THE INTERNAL REVENUE SERVICE (IRS). THE PLANS' RETURNS ARE SUBJECT TO EXAMINATION UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES. THE TRUST FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE TRUST'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 2,699,342.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 2,699,342.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0314776
IRS990ScheduleD/TotalBookValueSecuritiesAmt0387509795
IRS990ScheduleD/TotalExpensesPerForm990Amt0177379179
IRS990ScheduleD/TotalLiabilityAmt012906348
IRS990ScheduleD/TotalRevenuePerForm990Amt0195646611
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0206660393
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0173967921
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3273342
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4134475
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0156649
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1125140
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2125140
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10

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Filings

Displayed year

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

Open filing
Assets
$519,236,995
Liabilities
$15,747,490
Net assets
$503,489,505
Revenue
$195,646,611
Expenses
$177,379,179
Net income
$18,267,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$729$29.0$700$276$270$5.95
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$734$21.1$713$269$241$28.1
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$658$28.4$630$261$211$49.8
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$614$24.3$590$239$205$33.4
2016Detailed filing. Detailed filing data is available for this year.$567$23.5$544$223$192$30.2
2015Detailed filing. Detailed filing data is available for this year.$538$21.3$517$211$186$25.0
2014Detailed filing. Detailed filing data is available for this year.$519$15.7$503$196$177$18.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$411$13.2$397$191
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$374$12.5$362$219