Civic Intelligence

Sheet Metal Workers Local 73 Welfare Fund

990 • Fiscal year 2014 • EIN 36-2145881

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 12, 2015

Organization ProfileWWW.SM73FUNDS.ORG

View Organization Page

4530 W Roosevelt Road60162

(708) 449-7373

Siviq Scores

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

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

46th percentile

0.04x

Higher debt load relative to revenue than 46% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2014

Net Margin

77th percentile

16%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

90th percentile

$335,554

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2014

Asset Growth

55th percentile

6.3%

Faster asset growth than 55% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M 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 / Assets44th percentile

Assets

Up

$91,176,279

Up $5,397,778 (+6.3%) from 2013

Net Assets

Up

$89,032,453

Up $11,752,681 (+15%) from 2013

Liabilities

Down

$2,143,826

Down $6,354,903 (-75%) from 2013

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin77th percentile

Revenue

$48,366,382

No earlier filing loaded for comparison.

Expenses

Down

$40,822,182

Down $455,506 (-1.1%) from 2013

Net Income

$7,544,200

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$150M$100M$50M$0Assets 2010: $57,817,362Liabilities 2010: $491,984Net Assets 2010: $57,325,3782010Assets 2011: $66,111,437Liabilities 2011: $444,070Net Assets 2011: $65,667,3672011Assets 2012: $77,720,501Liabilities 2012: $8,453,370Net Assets 2012: $69,267,1312012Assets 2013: $85,778,501Liabilities 2013: $8,498,729Net Assets 2013: $77,279,7722013Assets 2014: $91,176,279Liabilities 2014: $2,143,826Net Assets 2014: $89,032,4532014Assets 2015: $99,952,135Liabilities 2015: $3,375,871Net Assets 2015: $96,576,2642015Assets 2016: $98,693,121Liabilities 2016: $2,718,976Net Assets 2016: $95,974,1452016Assets 2017: $105,251,857Liabilities 2017: $2,542,870Net Assets 2017: $102,708,9872017Assets 2018: $111,113,498Liabilities 2018: $5,183,253Net Assets 2018: $105,930,2452018Assets 2019: $112,407,349Liabilities 2019: $4,282,662Net Assets 2019: $108,124,6872019Assets 2020: $106,177,716Liabilities 2020: $1,164,177Net Assets 2020: $105,013,5392020Assets 2021: $114,741,482Liabilities 2021: $3,092,134Net Assets 2021: $111,649,3482021Assets 2022: $98,200,346Liabilities 2022: $2,079,928Net Assets 2022: $96,120,4182022Assets 2023: $99,871,910Liabilities 2023: $1,117,355Net Assets 2023: $98,754,5552023Assets 2024: $101,944,292Liabilities 2024: $502,634Net Assets 2024: $101,441,6582024

Highlighted filing

2014

Assets$91,176,279
Liabilities$2,143,826
Net Assets$89,032,453
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $41,712,4432010Expenses 2011: $41,588,3542011Expenses 2012: $43,512,6762012Expenses 2013: $41,277,6882013Revenue 2014: $48,366,382Expenses 2014: $40,822,182Net Income 2014: $7,544,2002014Revenue 2015: $50,083,024Expenses 2015: $44,122,514Net Income 2015: $5,960,5102015Revenue 2016: $51,150,746Expenses 2016: $50,758,808Net Income 2016: $391,9382016Revenue 2017: $55,849,605Expenses 2017: $52,874,944Net Income 2017: $2,974,6612017Revenue 2018: $57,527,324Expenses 2018: $56,977,941Net Income 2018: $549,3832018Revenue 2019: $60,338,254Expenses 2019: $58,401,819Net Income 2019: $1,936,4352019Revenue 2020: $60,550,716Expenses 2020: $64,448,491Net Income 2020: -$3,897,7752020Revenue 2021: $56,973,911Expenses 2021: $61,215,913Net Income 2021: -$4,242,0022021Revenue 2022: $58,026,443Expenses 2022: $61,477,689Net Income 2022: -$3,451,2462022Revenue 2023: $64,809,323Expenses 2023: $61,941,972Net Income 2023: $2,867,3512023Revenue 2024: $59,424,402Expenses 2024: $61,586,436Net Income 2024: -$2,162,0342024

Highlighted filing

2014

Revenue$48,366,382
Expenses$40,822,182
Net Income$7,544,200
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$225,963,060
Mission and Program Overview

Mission

Provision of health benefits to members.

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$77,279,772$89,032,453▲ $11,752,681
Investments in Publicly Traded Securities$65,794,638$69,063,894▲ $3,269,256
Savings and Temporary Cash Investments$15,530,542$17,555,517▲ $2,024,975
Accounts Receivable$2,772,000$2,961,000▲ $189,000
Cash and Non-Interest-Bearing Accounts$616,969$388,742▼ $228,227
Prepaid Expenses and Deferred Charges$77,320$65,447▼ $11,873
Land, Buildings, and Equipment, Net$27,116$22,537▼ $4,579
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$85,778,501$91,176,279▲ $5,397,778
Other Assets Total$959,916$1,119,142▲ $159,226
Liabilities
Other Liabilities$8,358,173$2,030,352▼ $6,327,821
Accounts Payable and Accrued Expenses$140,556$113,474▼ $27,082
Total Liabilities$8,498,729$2,143,826▼ $6,354,903
Net Assets / Fund Balance
Total Net Assets Fund Balance$77,279,772$89,032,453▲ $11,752,681
Total Liabilities and Net Assets / Fund Balance$85,778,501$91,176,279▲ $5,397,778

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,537$561,029$583,566
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph OhmAdministratorFT$169,630$61,187$230,817

Board Members and Trustees

NameTitle
Dan AhernTrustee
James S BillardTrustee
John DelanoTrustee
John P Harmon SrTrustee
Mike VittorioTrustee
Rocco TerranovaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPpo Provider-$1,391,680
Gregorio & AssociatesLegal-$141,825
Franczek RedeletLegal-$133,399
Delta DentalDental Provider-$133,327
BiccComputer Programmer-$118,078
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$45,159,146
Investment Income
$3,206,906
Other Revenue
$330
Change in Net Assets
$7,544,200

Audited Revenue Reconciliation

Revenue per Audited Statements
$47,368,735
Revenue Not Reported on Financial Statements
$997,647
Revenue Not Reported on Form 990
$4,208,481
Other Revenue Adjustments
$763,733
Total Revenue per Audited Statements
$51,577,216
Total Revenue per Form 990
$48,366,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,516,548
Other Expenses$1,485,467
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$37,820,167
Other Salaries and Wages---$801,758
Other Employee Benefits---$276,122
Fees for Services Legal---$271,682
Current Officers, Directors, Trustees, and Key Employees---$249,901
Fees for Service Investment Mgmnt Fees---$233,914
Office Expenses---$229,618
Fees for Services Other---$207,200
Occupancy---$178,359
Information Technology---$96,925
Pension Plan Contributions---$95,571
Payroll Taxes---$93,196
Fees for Services Accounting---$73,835
Insurance---$22,645
Other Expenses---$8,943
Depreciation Depletion---$8,297
Conferences and Meetings---$3,095
Total Functional Expenses$0$0$0$40,822,182

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$40,822,182
Expenses per Audited Statements$39,824,535
Total Expenses per Audited Statements$39,824,535
Expenses Not Reported on Financial Statements$997,647
Other Expense Adjustments$763,733
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 Broker$1,522,562
Deposits - Non Bargained Plan$342,317
Fees Mandated by Aca$150,954
Due to Related Organizations$14,519
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
Yes
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, Section A, Line 8B

“There are no committees that have authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The form 990 is provided to the entire board of trustees who review and approve the return before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Compliance with the policies are reviewed and monitored through discussion at the trustees' meetings.”

Form 990, Part VI, Section B, Line 15B

“The salary of the fund administrator is determined and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The organization provides the governing documents, conflict of interest policy and financial statements to participants at the fund office upon their request.”

Form 990, Part VII, Line 1A

“The administrator of the plan is also the administrator of the related pension plan. The reporting organization initially pays the administrator's salary and benefits. Amounts are reimbursed periodically based on an allocation approved by the trustees.”

Filing and Contact Details

Filer

EIN
36-2145881
Phone
7084497373

Signing Officer

Name
Rocco Terranova
Title
Trustee
Phone
7084497373
Signed
2015-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rocco Terranova
Formed
1950
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
3
Employees
79
Volunteers
0

Preparer

Preparer
Ronald Bastian
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan files form 990, return of organization exempt from income tax and form 5500, annual return/report of employee benefit plan. The plan's returns are subject to examination by the internal revenue service until the applicable statute of limitation expires”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed administrative expenses 763,733.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed administrative expenses 763,733.”

Raw XML AppendixShowing 400 of 1,350 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/OtherAssetsTotalGrp/BOYAmt0959916
IRS990/OtherAssetsTotalGrp/EOYAmt01119142
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0276122
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1COALITION MEMBERSHIP FE
IRS990/OtherExpensesGrp/TotalAmt0150954
IRS990/OtherExpensesGrp/TotalAmt18943
IRS990/OtherLiabilitiesGrp/BOYAmt08358173
IRS990/OtherLiabilitiesGrp/EOYAmt02030352
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0330
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0330
IRS990/OtherRevenueTotalAmt0330
IRS990/OtherSalariesAndWagesGrp/TotalAmt0801758
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt093196
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt095571
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt077320
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt065447
IRS990/PrincipalOfficerNm0ROCCO TERRANOVA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2MEDICARE PT. D REBATES
IRS990/ProgramServiceRevenueGrp/Desc3REIMBURSED ADMINISTRAT
IRS990/ProgramServiceRevenueGrp/Desc4COBRA CONTRIBUTIONS AN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036100393
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16359003
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21439139
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3763733
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4496878
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036100393
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16359003
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21439139
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3763733
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4496878
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt038268297
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02317412
IRS990/PYOtherExpensesAmt01513727
IRS990/PYOtherRevenueAmt02310
IRS990/PYProgramServiceRevenueAmt044260213
IRS990/PYRevenuesLessExpensesAmt05302247
IRS990/PYSalariesCompEmpBnftPaidAmt01495664
IRS990/PYTotalExpensesAmt041277688
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt046579935
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt07544200
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt077279772
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt089032453
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015530542
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017555517
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt022537
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0561029
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0583566
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0997647
IRS990ScheduleD/ExpensesSubtotalAmt039824535
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0233914
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0233914
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04208481
IRS990ScheduleD/OtherExpensesNotIncludedAmt0763733
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0342317
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11522562
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2150954
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt314519
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS - NON BARGAINED PLAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO BROKER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2FEES MANDATED BY ACA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0763733
IRS990ScheduleD/RevenueNotReportedAmt04208481
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0997647
IRS990ScheduleD/RevenueSubtotalAmt047368735
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED ADMINISTRATIVE EXPENSES 763,733.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED ADMINISTRATIVE EXPENSES 763,733.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022537
IRS990ScheduleD/TotalExpensesPerForm990Amt040822182
IRS990ScheduleD/TotalLiabilityAmt02030352
IRS990ScheduleD/TotalRevenuePerForm990Amt048366382
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt051577216
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt039824535
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3169630
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0222881
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1149284
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2163328
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt323675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt090871
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt167284
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt271722
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt337512
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021802
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121802
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt221802
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROCCO TERRANOVA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAN AHERN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MIKE VITTORIO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3JOSEPH OHM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3230817
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0335554
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1238370
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2256852
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt30
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES WHO REVIEW AND APPROVE THE RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPLIANCE WITH THE POLICIES ARE REVIEWED AND MONITORED THROUGH DISCUSSION AT THE TRUSTEES' MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SALARY OF THE FUND ADMINISTRATOR IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES.

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Filings

Displayed year

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

Open filing
Assets
$91,176,279
Liabilities
$2,143,826
Net assets
$89,032,453
Revenue
$48,366,382
Expenses
$40,822,182
Net income
$7,544,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$102$0.50$101$59.4$61.6$2.16
2023Detailed filing. Detailed filing data is available for this year.$99.9$1.12$98.8$64.8$61.9$2.87
2022Detailed filing. Detailed filing data is available for this year.$98.2$2.08$96.1$58.0$61.5$3.45
2021Detailed filing. Detailed filing data is available for this year.$115$3.09$112$57.0$61.2$4.24
2020Detailed filing. Detailed filing data is available for this year.$106$1.16$105$60.6$64.4$3.90
2019Detailed filing. Detailed filing data is available for this year.$112$4.28$108$60.3$58.4$1.94
2018Detailed filing. Detailed filing data is available for this year.$111$5.18$106$57.5$57.0$0.55
2017Detailed filing. Detailed filing data is available for this year.$105$2.54$103$55.8$52.9$2.97
2016Detailed filing. Detailed filing data is available for this year.$98.7$2.72$96.0$51.2$50.8$0.39
2015Detailed filing. Detailed filing data is available for this year.$100.0$3.38$96.6$50.1$44.1$5.96
2014Detailed filing. Detailed filing data is available for this year.$91.2$2.14$89.0$48.4$40.8$7.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.8$8.50$77.3$41.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.7$8.45$69.3$43.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.1$0.44$65.7$41.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.8$0.49$57.3$41.7