Civic Intelligence

Sheet Metal Workers Local 73 Welfare Fund

990 • Fiscal year 2012 • EIN 36-2145881

Jul 01, 2011 to Jun 30, 2012 • Filed on Apr 26, 2013

Organization ProfileWWW.SM73FUNDS.ORG

View Organization Page

4530 W Roosevelt Road60162
Siviq Scores

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

Liabilities / Assets

59th percentile

0.11x

Higher debt load relative to assets than 59% of similar nonprofits.

2012 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

85th percentile

18%

Faster asset growth than 85% of similar nonprofits.

2012 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$77,720,501

Up $11,609,064 (+18%) from 2011

Net Assets

Up

$69,267,131

Up $3,599,764 (+5.5%) from 2011

Liabilities

Up

$8,453,370

Up $8,009,300 (+1804%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$43,512,676

Up $1,924,322 (+4.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2012

Assets$77,720,501
Liabilities$8,453,370
Net Assets$69,267,131
Open 2012 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

2012

Revenue-
Expenses$43,512,676
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Apr 26, 2013
Return Version
2011v1.5
Gross Receipts
$158,776,961
Mission and Program Overview

Mission

Provision of health benefits to members.

Filing and Contact Details

Filer

EIN
36-2145881
Raw XML AppendixShowing 400 of 1,961 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY0143878
IRS990/AccountsPayableAccruedExpenses/EOY0197321
IRS990/AccountsReceivable/BOY02764000
IRS990/AccountsReceivable/EOY02680000
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0PROVIDE HEALTH BENEFITS
IRS990/AddressPrincipalOfficerUS/AddressLine104530 W ROOSEVELT ROAD
IRS990/AddressPrincipalOfficerUS/City0HILLSIDE
IRS990/AddressPrincipalOfficerUS/State0IL
IRS990/AddressPrincipalOfficerUS/ZIPCode060162
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY040571948
IRS990/BenefitsPaidToMembersPriorYear038595908
IRS990/BenefitsToMembers/Total040571948
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY0557922
IRS990/CashNonInterestBearing/EOY0595821
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/Total0237173
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther01
IRS990/ComplianceWithBackupWitholding01
IRS990/ConferencesMeetings/Total016919
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine10300 EAST RANDOLPH
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine11300 S WACKER SUITE 3400
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine122 NORTH LASALLE STREET SUITE 1650
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine13801 OGDEN AVENUE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1417W733 BUTTERFIELD ROAD SUITE G
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0CHICAGO
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City1CHICAGO
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City2CHICAGO
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City3LISLE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City4OAK BROOK TERRACE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0IL
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State1IL
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State2IL
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State3IL
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State4IL
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode060601
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode160606
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode260602
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode360532
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode460181
IRS990/ContractorCompensation/Compensation01408523
IRS990/ContractorCompensation/Compensation1210246
IRS990/ContractorCompensation/Compensation2208534
IRS990/ContractorCompensation/Compensation3142910
IRS990/ContractorCompensation/Compensation4128146
IRS990/ContractorCompensation/DescriptionOfServices0PPO PROVIDER
IRS990/ContractorCompensation/DescriptionOfServices1LEGAL
IRS990/ContractorCompensation/DescriptionOfServices2LEGAL
IRS990/ContractorCompensation/DescriptionOfServices3DENTAL PROVIDER
IRS990/ContractorCompensation/DescriptionOfServices4COMPUTER PROGRAMMER
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10BLUE CROSS BLUE SHIELD
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine11FRANCZEK REDELET
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine12GREGORIO & ASSOCIATES
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine13DELTA DENTAL
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine14BICC
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/Total08473
IRS990/DescribedIn501C300
IRS990/Description0TO PROVIDE HEALTH, DENTAL AND LIFE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled01
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total067703
IRS990/FeesForServicesInvstMgmntFees/Total0237930
IRS990/FeesForServicesLegal/Total0364643
IRS990/FeesForServicesOther/Total0177750
IRS990/FinancialStatementSeparate0X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek03.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek13.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek23.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek33.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek43.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek53.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek640.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/KeyEmployee0X
IRS990/Form990PartVIISectionA/NamePerson0ROCCO TERRANOVA
IRS990/Form990PartVIISectionA/NamePerson1ROBERT SCHNEIDER
IRS990/Form990PartVIISectionA/NamePerson2MIKE VITTORIO
IRS990/Form990PartVIISectionA/NamePerson3JOHN DELANO
IRS990/Form990PartVIISectionA/NamePerson4JOHN P HARMON SR
IRS990/Form990PartVIISectionA/NamePerson5JAMES S BILLARD
IRS990/Form990PartVIISectionA/NamePerson6JOSEPH OHM
IRS990/Form990PartVIISectionA/OtherCompensation099126
IRS990/Form990PartVIISectionA/OtherCompensation185639
IRS990/Form990PartVIISectionA/OtherCompensation282957
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation645369
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization6183010
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs0217656
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs1168261
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs2158302
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6ADMINISTRATOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities0104460
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0113418566
IRS990/GrossReceipts0158776961
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InformationTechnology/Total0117565
IRS990/Insurance/Total022406
IRS990/InvestmentIncomeCurrentYear01564406
IRS990/InvestmentIncome/ExclusionAmount01459946
IRS990/InvestmentIncomePriorYear03070696
IRS990/InvestmentIncome/TotalRevenueColumn01459946
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY046906009
IRS990/InvestmentsPubTradedSecurities/EOY062563522
IRS990/LandBldgEquipmentAccumDeprec0566302
IRS990/LandBuildingsEquipmentBasis0596072
IRS990/LandBuildingsEquipmentBasisNet/BOY034547
IRS990/LandBuildingsEquipmentBasisNet/EOY029770
IRS990/LessCostOthBasisSalesExpenses/Securities0113314106
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees00
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0PROVISION OF HEALTH BENEFITS TO MEMBERS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0ROCCO TERRANOVA
IRS990/NbrIndependentVotingMembers03
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
IRS990/NetAssetsOrFundBalancesBOY065667367
IRS990/NetAssetsOrFundBalancesEOY069267131
IRS990/NetGainOrLossInvestments/ExclusionAmount0104460
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0104460
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith10960107
IRS990/NumberIndependentVotingMembers03
IRS990/NumberIndividualsGT100K01
IRS990/NumberOfContractorsGT100K07
IRS990/NumberOfEmployees071
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total0199620
IRS990/OfficeExpenses/Total0236565
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY0891149
IRS990/OtherAssetsTotal/EOY01307302
IRS990/OtherEmployeeBenefits/Total0255202
IRS990/OtherExpensePriorYear01623214
IRS990/OtherExpensesCurrentYear01492653
IRS990/OtherExpenses/Description0EARLY RETIREE REINSURAN
IRS990/OtherExpenses/Description1COALITION MEMBERSHIP FE
IRS990/OtherExpenses/Description2MISCELLANEOUS
IRS990/OtherExpenses/Total034715
IRS990/OtherExpenses/Total15100
IRS990/OtherExpenses/Total23264
IRS990/OtherLiabilities/BOY0300192
IRS990/OtherLiabilities/EOY08256049
IRS990/OtherRevenueCurrentYear0125
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0OTHER REVENUE
IRS990/OtherRevenueMisc/ExclusionAmount0125
IRS990/OtherRevenueMisc/TotalRevenueColumn0125
IRS990/OtherRevenuePriorYear0385
IRS990/OtherSalariesAndWages/Total0788496
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/Total090968
IRS990/PensionPlanContributions/Total076236
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY079897
IRS990/PrepaidExpensesDeferredCharges/EOY075271
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenue/BusinessCode2900099
IRS990/ProgramServiceRevenue/BusinessCode3900099
IRS990/ProgramServiceRevenue/BusinessCode4900099
IRS990/ProgramServiceRevenueCY043898324
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description2MEDICARE PT. D REBATES
IRS990/ProgramServiceRevenue/Description3COBRA CONTRIBUTIONS AN
IRS990/ProgramServiceRevenue/Description4REIMBURSED ADMINISTRAT
IRS990/ProgramServiceRevenuePriorYear043970747
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome034468757
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome16471248
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome21309113
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome3954162
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome4695044
IRS990/ProgramServiceRevenue/TotalRevenueColumn034468757
IRS990/ProgramServiceRevenue/TotalRevenueColumn16471248
IRS990/ProgramServiceRevenue/TotalRevenueColumn21309113
IRS990/ProgramServiceRevenue/TotalRevenueColumn3954162
IRS990/ProgramServiceRevenue/TotalRevenueColumn4695044
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges01649585
IRS990/ReconcilationRevenueExpenses01950179
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY065667367
IRS990/RetainedEarningsEndowmentEtc/EOY069267131
IRS990/RevenuesLessExpensesCY01950179
IRS990/RevenuesLessExpensesPriorYear05453474
IRS990/SalariesEtcCurrentYear01448075
IRS990/SalariesEtcPriorYear01369232
IRS990/SavingsAndTempCashInvestments/BOY014877913
IRS990/SavingsAndTempCashInvestments/EOY010468815
IRS990/ScheduleBRequired00
IRS990ScheduleD/Equipment/BookValue029770
IRS990ScheduleD/Equipment/Depreciation0566302
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0596072
IRS990ScheduleD/ExcessOrDeficitForYear01950179
IRS990ScheduleD/ExcessOrDeficitPerFS03599764
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0967689
IRS990ScheduleD/ExpensesSubtotal042544987
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE 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/Form990ScheduleDPartXIV/Explanation1REIMBURSED ADMINISTRATIVE EXPENSES 695,044. ERRP REFUND 34,715.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2ERRP REFUND 34,715. REIMBURSED ADMINISTRATIVE EXPENSES 695,044.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XIII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
IRS990ScheduleD/InvestmentExpensesNotIncluded0237930
IRS990ScheduleD/InvestmentExpensesNotIncluded20237930
IRS990ScheduleD/NetUnrealizedGainsInvestments01649585
IRS990ScheduleD/NetUnrealizedGLOnInvestments01649585
IRS990ScheduleD/OtherExpensesNotIncluded0729759
IRS990ScheduleD/OtherLiabilities/Amount0311912
IRS990ScheduleD/OtherLiabilities/Amount17943362
IRS990ScheduleD/OtherLiabilities/Amount2775
IRS990ScheduleD/OtherLiabilities/Description0DEPOSITS - NON BARGAINED PLAN
IRS990ScheduleD/OtherLiabilities/Description1DUE TO BROKER
IRS990ScheduleD/OtherLiabilities/Description2DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/OtherRevenuesNotIncluded0729759
IRS990ScheduleD/RevenueNotRptdF99001649585
IRS990ScheduleD/RevenueNotRptdOnFinStmt0967689
IRS990ScheduleD/RevenueSubtotal044495166
IRS990ScheduleD/TotalAdjustments01649585
IRS990ScheduleD/TotalExpenses043512676
IRS990ScheduleD/TotalExpensesPerForm990043512676
IRS990ScheduleD/TotalOfAmounts08256049
IRS990ScheduleD/TotalOfBookValueLandBuildings029770
IRS990ScheduleD/TotalRevenue045462855
IRS990ScheduleD/TotalRevenuePerForm990045462855
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt042544987
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt046144751
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg3183010
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0217656
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1168261
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs2158302
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg313294
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs077833
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs164346
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs261664
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0ROCCO TERRANOVA
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1ROBERT SCHNEIDER
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2MIKE VITTORIO
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3JOSEPH OHM
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg332075
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs021293
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs121293
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs221293
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg3228379
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0316782
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1253900
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs2241259
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs30
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES WHO REVIEW AND APPROVE THE RETURN BEFORE THE IT IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation2COMPLIANCE WITH THE POLICIES ARE REVIEWED AND MONITORED THROUGH DISCUSSION AT THE TRUSTEES' MEETINGS.
IRS990ScheduleO/GeneralExplanation/Explanation3THE SALARY OF THE FUND ADMINISTRATOR IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO PARTICIPANTS AT THE FUND OFFICE UPON THEIR REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 1,649,585.
IRS990ScheduleO/GeneralExplanation/Explanation6THE 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.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VII, LINE 1A
IRS990/ScheduleORequired01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$77,720,501
Liabilities
$8,453,370
Net assets
$69,267,131
Revenue
-
Expenses
$43,512,676
Net income
-
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)9 • $100M-$250M nonprofits