Civic Intelligence

Electrical Insurance Trustees

990 • Fiscal year 2025 • EIN 36-1033970

Jul 01, 2024 to Jun 30, 2025

Organization ProfileWWW.FUNDOFFICE.ORG

View Organization Page

6195 W 115th StreetAlsip, IL 60803

(312) 782-5442

Siviq Scores

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

Liabilities / Assets

17th percentile

0.04x

Higher debt load relative to assets than 17% of similar nonprofits.

2025 filings • $1B+ nonprofits • Source year 2025

Liabilities / Revenue

14th percentile

0.09x

Higher debt load relative to revenue than 14% of similar nonprofits.

2025 filings • $1B+ nonprofits • Source year 2025

Net Margin

50th percentile

8.0%

Higher net margin than 50% of similar nonprofits.

2025 filings • $1B+ nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$387,997

Higher top officer pay than 23% of similar nonprofits.

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

2025 filings • $1B+ nonprofits • Source year 2025

Asset Growth

58th percentile

7.1%

Faster asset growth than 58% of similar nonprofits.

2025 filings • $1B+ nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

2.7%

Faster revenue growth than 29% of similar nonprofits.

2025 filings • $1B+ nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$924,945,507

Up $195,898,766 (+27%) from 2022

Net Assets

Up

$890,036,430

Up $189,975,249 (+27%) from 2022

Liabilities

Up

$34,909,077

Up $5,923,517 (+20%) from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin50th percentile

Revenue

Up

$370,738,798

Up $95,228,921 (+35%) from 2022

Expenses

Up

$341,262,087

Up $71,707,149 (+27%) from 2022

Net Income

Up

$29,476,711

Up $23,521,772 (+395%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$1.0B$500M$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: $700,061,1812022Assets 2025: $924,945,507Liabilities 2025: $34,909,077Net Assets 2025: $890,036,4302025

Highlighted filing

2025

Assets$924,945,507
Liabilities$34,909,077
Net Assets$890,036,430
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

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

$400M$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: $5,954,9392022Revenue 2025: $370,738,798Expenses 2025: $341,262,087Net Income 2025: $29,476,7112025

Highlighted filing

2025

Revenue$370,738,798
Expenses$341,262,087
Net Income$29,476,711
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 11, 2026
Return Version
2024v5.5
Gross Receipts
$1,153,576,021
Mission and Program Overview

Mission

Provide medical benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$831,272,308$890,036,430▲ $58,764,122
Investments Other Securities$689,382,099$744,151,695▲ $54,769,596
Savings and Temporary Cash Investments$121,484,835$130,269,562▲ $8,784,727
Accounts Receivable$37,457,737$39,712,634▲ $2,254,897
Land, Buildings, and Equipment, Net$14,753,835$14,147,870▼ $605,965
Prepaid Expenses and Deferred Charges$204,270$223,481▲ $19,211
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$43,183$-3,559,735▼ $3,602,918
Total Assets$863,325,959$924,945,507▲ $61,619,548
Liabilities
Other Liabilities$29,412,463$31,898,500▲ $2,486,037
Accounts Payable and Accrued Expenses$2,061,411$2,387,201▲ $325,790
Deferred Revenue$579,777$623,376▲ $43,599
Total Liabilities$32,053,651$34,909,077▲ $2,855,426
Net Assets / Fund Balance
Total Net Assets Fund Balance$831,272,308$890,036,430▲ $58,764,122
Total Liabilities and Net Assets / Fund Balance$863,325,959$924,945,507▲ $61,619,548

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,710,109$1,015,885$13,725,994
Equipment$687,249$2,960,333$3,647,582
Land$750,512-$750,512
Other Securities$744,151,695--
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin KeaneExecutive DirectorFT$286,296$101,701$387,997
Lori SeljanDirector of AccountingFT$148,569$129,351$277,920
Tracy SohstDirector of Participant SeFT$128,197$78,794$206,991
Shih-chi ChouDirector of Information SystemsFT$140,059$52,462$192,521
Robert MoyerAssistant Director of Info SystemsFT$111,555$63,470$175,025
Kelly HuntAssistant Director of AccountingFT$115,337$45,538$160,875

Board Members and Trustees

NameTitle
Kenneth BauwensTrustee/chairman
Brian BrownTrustee
David WitzTrustee
Donald FinnTrustee
James ConaghanTrustee
Jeff WeirTrustee
John P DaltonTrustee
KEVIN O'SHEATrustee
Kevin ConnollyTrustee
Tom RiviTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Crossblue Shield Of IllinoisMedical Claims Processor300 E RANDOLPH, Chicago, IL 60601$6,768,344
PremiseHealth Center AdministrationPO BOX 402142, Atlanta, GA 30384-2142$2,597,289
CaremarkPrescription Drug Claims Processor6950 ALAMO DOWNS PKWY 110, San Antonio, TX 78238$1,114,715
Legacy Professionals LLPAuditing, Payroll Compliance Audits4 WESTBROOK CORP CTR 700, Westchester, IL 60154$456,183
The Segal CompanyActuarial Services, Benefits Consulting101 NORTH WACKER DRIVE 500, Chicago, IL 60606-7376$434,121
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$333,866,133
Investment Income
$35,886,277
Other Revenue
$986,388
Change in Net Assets
$29,476,711

Audited Revenue Reconciliation

Revenue per Audited Statements
$366,051,091
Revenue Not Reported on Financial Statements
$4,687,707
Revenue Not Reported on Form 990
$29,287,411
Other Revenue Adjustments
$3,481,733
Total Revenue per Audited Statements
$395,338,502
Total Revenue per Form 990
$370,738,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,939,848
Salaries, Compensation, and Employee Benefits$3,427,082
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$331,895,157
Other Salaries and Wages---$1,733,744
Fees for Service Investment Mgmnt Fees---$1,205,974
Fees for Services Other---$876,498
Office Expenses---$793,659
Pension Plan Contributions---$700,000
Fees for Services Accounting---$672,136
Depreciation Depletion---$617,078
Insurance---$602,112
Other Employee Benefits---$519,456
Fees for Services Legal---$411,515
Current Officers, Directors, Trustees, and Key Employees---$312,286
Occupancy---$309,015
Information Technology---$179,865
Payroll Taxes---$161,596
Conferences and Meetings---$46,476
Other Expenses---$22,561
Total Functional Expenses$0$0$0$341,262,087

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$341,262,087
Expenses per Audited Statements$336,574,380
Total Expenses per Audited Statements$336,574,380
Expenses Not Reported on Financial Statements$4,687,707
Other Expense Adjustments$3,481,733
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 Organizations - Net$29,819,525
Due to Other Plans Under Reciprocity Agreements$2,039,435
Due to Broker - Pending Investment Trades$39,540
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 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 11B

“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

Filer Name
Electrical Insurance Trustees
EIN
36-1033970
Phone
3127825442
Address
6195 W 115TH STREET, ALSIP, IL 60803

Signing Officer

Name
Mr Kenneth Bauwens
Title
Chairman
Phone
3127825442
Signed
2026-03-11
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
25
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Michael F Tiberi
Phone
3123680500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2B

“The electrical insurance trustees insurance fund for electrical contractors, the electrical insurance trustees insurance fund for communication employers, the electrical insurance trustees insurance fund for other participating employers, the electrical insurance trustees supplemental unemployment benefit plan and the the electrical insurance trustees supplemental unemployment benefit plan for communication members all operate under one trust agreement. Each of of these plans issue separate audited financial statements. All five plans are reported on this form 990 on a consolidated basis.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plans to evaluate tax positions taken by the plans and recognize a tax liability if the plans have taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plans are subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed shared expenses reported net on financial statements 3,481,733.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed shared expenses reported net on financial statements 3,481,733.”

Raw XML AppendixShowing 400 of 2,233 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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10286296
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11140059
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12148569
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13128197
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14115337
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15111555
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1151789
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2164527
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3164456
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5164809
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF INFORMATION SYSTEMS
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF ACCOUNTING
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF PARTICIPANT SE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASSISTANT DIRECTOR OF ACCOUNTING
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSISTANT DIRECTOR OF INFO SYSTEMS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01930
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08821653
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0791658876
IRS990/GrossReceiptsAmt01153576021
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0179865
IRS990/InsuranceGrp/TotalAmt0602112
IRS990/InvestmentIncomeGrp/ExclusionAmt027064624
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027064624
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0689382099
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0744151695
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03976218
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014753835
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014147870
IRS990/LandBldgEquipCostOrOtherBssAmt018124088
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0782837223
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/NetAssetsOrFundBalancesBOYAmt0831272308
IRS990/NetAssetsOrFundBalancesEOYAmt0890036430
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08821653
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08821653
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt029287411
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0309015
IRS990/OfficeExpensesGrp/TotalAmt0793659
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0519456
IRS990/OtherExpensesGrp/Desc0TEMPORARY LABOR AND PER
IRS990/OtherExpensesGrp/Desc1FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0109584
IRS990/OtherExpensesGrp/TotalAmt193375
IRS990/OtherExpensesGrp/TotalAmt222561
IRS990/OtherLiabilitiesGrp/BOYAmt029412463
IRS990/OtherLiabilitiesGrp/EOYAmt031898500
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0986388
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0986388
IRS990/OtherRevenueTotalAmt0986388
IRS990/OtherSalariesAndWagesGrp/TotalAmt01733744
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0161596
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0700000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0204270
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0223481
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/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3REIMBURSED SHARED EXPENSES
IRS990/ProgramServiceRevenueGrp/Desc4MEDICARE PART D SUBSIDY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0293918719
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126071598
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27564734
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33481733
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42829349
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0293918719
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126071598
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27564734
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33481733
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42829349
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0290215110
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt038551571
IRS990/PYOtherExpensesAmt05733153
IRS990/PYOtherRevenueAmt060877
IRS990/PYProgramServiceRevenueAmt0322440188
IRS990/PYRevenuesLessExpensesAmt061765934
IRS990/PYSalariesCompEmpBnftPaidAmt03338439
IRS990/PYTotalExpensesAmt0299286702
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0361052636
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt029476711
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0831272308
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0890036430
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0121484835
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0130269562
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt012710109
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01015885
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013725994
IRS990ScheduleD/EquipmentGrp/BookValueAmt0687249
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02960333
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03647582
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04687707
IRS990ScheduleD/ExpensesSubtotalAmt0336574380
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01205974
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01205974
IRS990ScheduleD/LandGrp/BookValueAmt0750512
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0750512
IRS990ScheduleD/NetUnrealizedGainsInvstAmt029287411
IRS990ScheduleD/OtherExpensesNotIncludedAmt03481733
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029819525
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12039435
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt239540
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS - NET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OTHER PLANS UNDER RECIPROCITY AGREEMENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO BROKER - PENDING INVESTMENT TRADES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt03481733
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0744151695
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN EIT INSURANCE MASTER TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt029287411
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04687707
IRS990ScheduleD/RevenueSubtotalAmt0366051091
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLANS TO EVALUATE TAX POSITIONS TAKEN BY THE PLANS AND RECOGNIZE A TAX LIABILITY IF THE PLANS HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 3,481,733.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 3,481,733.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014147870
IRS990ScheduleD/TotalBookValueSecuritiesAmt0744151695
IRS990ScheduleD/TotalExpensesPerForm990Amt0341262087
IRS990ScheduleD/TotalLiabilityAmt031898500
IRS990ScheduleD/TotalRevenuePerForm990Amt0370738798
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0395338502

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$924,945,507
Liabilities
$34,909,077
Net assets
$890,036,430
Revenue
$370,738,798
Expenses
$341,262,087
Net income
$29,476,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$925$34.9$890$371$341$29.5
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