Civic Intelligence

Administrative District Council 1 Welfare Fund

990 • Fiscal year 2014 • EIN 36-2150067

Jun 01, 2013 to May 31, 2014 • Filed on Jan 12, 2015

Organization ProfileN/A

View Organization Page

660 N Industrial Drive No 10060126

(630) 617-8600

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

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

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

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

Net Margin

26th percentile

-2.0%

Higher net margin than 26% of similar nonprofits.

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

Top Officer Pay

81st percentile

$271,894

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

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

Asset Growth

35th percentile

1.3%

Faster asset growth than 35% 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 / Assets34th percentile

Assets

Up

$124,021,411

Up $1,563,100 (+1.3%) from 2013

Net Assets

Up

$123,653,633

Up $1,567,326 (+1.3%) from 2013

Liabilities

Down

$367,778

Down $4,226 (-1.1%) from 2013

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin26th percentile

Revenue

$26,464,777

No earlier filing loaded for comparison.

Expenses

Up

$26,994,485

Up $866,500 (+3.3%) from 2013

Net Income

-$529,708

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$200M$150M$100M$50M$0Assets 2011: $119,637,344Liabilities 2011: $839,613Net Assets 2011: $118,797,7312011Assets 2012: $118,891,236Liabilities 2012: $478,997Net Assets 2012: $118,412,2392012Assets 2013: $122,458,311Liabilities 2013: $372,004Net Assets 2013: $122,086,3072013Assets 2014: $124,021,411Liabilities 2014: $367,778Net Assets 2014: $123,653,6332014Assets 2015: $128,443,935Liabilities 2015: $555,327Net Assets 2015: $127,888,6082015Assets 2016: $124,830,162Liabilities 2016: $638,121Net Assets 2016: $124,192,0412016Assets 2017: $132,222,769Liabilities 2017: $663,817Net Assets 2017: $131,558,9522017Assets 2018: $135,325,910Liabilities 2018: $272,790Net Assets 2018: $135,053,1202018Assets 2019: $134,684,254Liabilities 2019: $325,092Net Assets 2019: $134,359,1622019Assets 2020: $140,369,241Liabilities 2020: $354,983Net Assets 2020: $140,014,2582020Assets 2021: $157,270,790Liabilities 2021: $633,142Net Assets 2021: $156,637,6482021Assets 2022: $142,003,579Liabilities 2022: $294,277Net Assets 2022: $141,709,3022022Assets 2023: $139,295,537Liabilities 2023: $325,779Net Assets 2023: $138,969,7582023Assets 2024: $148,038,211Liabilities 2024: $227,498Net Assets 2024: $147,810,7132024

Highlighted filing

2014

Assets$124,021,411
Liabilities$367,778
Net Assets$123,653,633
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$20M$0-$20MExpenses 2011: $28,700,1692011Expenses 2012: $25,726,4532012Expenses 2013: $26,127,9852013Revenue 2014: $26,464,777Expenses 2014: $26,994,485Net Income 2014: -$529,7082014Revenue 2015: $28,968,763Expenses 2015: $25,859,057Net Income 2015: $3,109,7062015Revenue 2016: $30,145,821Expenses 2016: $29,021,936Net Income 2016: $1,123,8852016Revenue 2017: $30,239,723Expenses 2017: $30,503,313Net Income 2017: -$263,5902017Revenue 2018: $36,579,439Expenses 2018: $33,779,591Net Income 2018: $2,799,8482018Revenue 2019: $38,363,029Expenses 2019: $35,276,300Net Income 2019: $3,086,7292019Revenue 2020: $33,832,009Expenses 2020: $33,684,476Net Income 2020: $147,5332020Revenue 2021: $33,743,860Expenses 2021: $33,703,652Net Income 2021: $40,2082021Revenue 2022: $33,858,933Expenses 2022: $37,335,085Net Income 2022: -$3,476,1522022Revenue 2023: $32,359,789Expenses 2023: $34,317,978Net Income 2023: -$1,958,1892023Revenue 2024: $35,468,983Expenses 2024: $39,175,703Net Income 2024: -$3,706,7202024

Highlighted filing

2014

Revenue$26,464,777
Expenses$26,994,485
Net Income-$529,708
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Jan 12, 2015
Return Version
2013v4.0
Gross Receipts
$273,974,748
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$122,086,307$123,653,633▲ $1,567,326
Investments in Publicly Traded Securities$11,912,904$106,150,688▲ $94,237,784
Investments Other Securities$101,693,345$0▼ $101,693,345
Savings and Temporary Cash Investments$4,282,588$11,247,357▲ $6,964,769
Accounts Receivable$4,283,283$3,902,999▼ $380,284
Cash and Non-Interest-Bearing Accounts$91,137$2,556,637▲ $2,465,500
Land, Buildings, and Equipment, Net$174,454$142,172▼ $32,282
Prepaid Expenses and Deferred Charges$20,600$21,558▲ $958
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$122,458,311$124,021,411▲ $1,563,100
Liabilities
Accounts Payable and Accrued Expenses$372,004$367,778▼ $4,226
Total Liabilities$372,004$367,778▼ $4,226
Net Assets / Fund Balance
Total Net Assets Fund Balance$122,086,307$123,653,633▲ $1,567,326
Total Liabilities and Net Assets / Fund Balance$122,458,311$124,021,411▲ $1,563,100

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$44,924$321,290$366,214
Other Land Buildings$97,248$94,816$192,064
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris LaughlinField RepresentativeFT$95,497$81,486$176,983
Laurel ScottiAdministrator - PastPT$129,197$11,076$140,273
Milan DiklichAdministrator - NewPT$62,308$31,372$93,680

Board Members and Trustees

NameTitle
Bernie Van EttenTrustee
Greg PoschTrustee
James AllenTrustee
Joseph GagliardoTrustee
Michael LoweryTrustee
Michael PilollaTrustee
Richard Lauber JrTrustee
Richard Lauber SrTrustee
Timothy AikensTrustee
James ZuidemaTrustee - New

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPpo Provider-$710,528
Wurts AssociatesInvestment Consultant-$173,503
Legacy Professionals LLPAuditor And Payroll Compliance Auditor-$149,092
The Segal CompanyActuary/consultant-$118,466
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,020,326
Investment Income
$4,430,878
Other Revenue
$13,573
Change in Net Assets
$-529,708

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,963,697
Revenue Not Reported on Financial Statements
$1,501,080
Revenue Not Reported on Form 990
$1,050,688
Other Revenue Adjustments
$1,272,333
Total Revenue per Audited Statements
$26,014,385
Total Revenue per Form 990
$26,464,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,354,159
Other Expenses$1,489,865
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$23,150,461
Other Salaries and Wages---$1,181,023
Pension Plan Contributions---$428,090
Other Employee Benefits---$413,576
Office Expenses---$262,720
Fees for Services Legal---$230,170
Fees for Service Investment Mgmnt Fees---$228,747
Current Officers, Directors, Trustees, and Key Employees---$218,410
Fees for Services Other---$165,252
Fees for Services Accounting---$149,085
Information Technology---$147,267
Payroll Taxes---$113,060
Occupancy---$112,844
Depreciation Depletion---$73,551
Insurance---$67,213
Travel---$38,920
Conferences and Meetings---$8,935
Other Expenses---$359
Total Functional Expenses$0$0$0$26,994,485

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$26,994,485
Expenses per Audited Statements$25,493,405
Total Expenses per Audited Statements$25,493,405
Expenses Not Reported on Financial Statements$1,501,080
Other Expense Adjustments$1,272,333
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
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 2

“Richard lauber, sr., trustee is the father of richard lauber, jr., trustee.”

Form 990, Part VI, Section B, Line 11

“The form 990 is provided to the entire board of trustees and fund administrator prior to filing. After the boards' review, the form is approved and filed.”

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

“It is the policy of the trustees that the existence of a potential conflict shall be disclosed before any transaction is consummated. It shall be the continuing responsibility of fund personnel to scrutinize their transactions and outside business interests and relationships for potential conflicts and to immediately make such disclosures to the trustees.”

Form 990, Part VI, Section B, Line 15

“Salaries are annually reviewed and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request at the fund office.”

FORM 990, PART VII, SECTION A, LINE 1A:

“The organization's administrator is also the administrator of two other entities. The reporting organization is reimbursed by these entities for their allocated portion of his salary, fringes and taxes.”

Filing and Contact Details

Filer

EIN
36-2150067
Phone
6306178600

Signing Officer

Name
James Allen
Title
Trustee
Phone
6306178600
Signed
2015-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Allen
Formed
1950
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
5
Employees
26
Volunteers
0

Preparer

Preparer
Craig Resch
Phone
3123680500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net assets transferred from fox valley and vicinity const. Workers h&w fund 1,046,346.”

Financial Statement Notes

PART X, LINE 2:

“Part x: 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 limitations expires.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Allocated shared expenses to related plans 1,272,333.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Allocated shared expenses to related plans 1,272,333.”

Raw XML AppendixShowing 400 of 1,492 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/PersonNm0JAMES ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD LAUBER SR
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH GAGLIARDO
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt10ADMINISTRATOR - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt11ADMINISTRATOR - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt12FIELD REPRESENTATIVE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03569262
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0251079233
IRS990/GrossReceiptsAmt0273974748
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0147267
IRS990/InsuranceGrp/TotalAmt067213
IRS990/InvestmentIncomeGrp/ExclusionAmt0861616
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0861616
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0101693345
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011912904
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0106150688
IRS990/IRPDocumentCnt01278
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0416106
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0174454
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0142172
IRS990/LandBldgEquipCostOrOtherBssAmt0558278
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0247509971
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0122086307
IRS990/NetAssetsOrFundBalancesEOYAmt0123653633
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03569262
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03569262
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01050688
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0112844
IRS990/OfficeExpensesGrp/TotalAmt0262720
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt01046346
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0413576
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc1DOCUMENT SCANNING
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt03402
IRS990/OtherExpensesGrp/TotalAmt11400
IRS990/OtherExpensesGrp/TotalAmt2359
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1SECURITIES LITIGATION INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt013345
IRS990/OtherRevenueMiscGrp/ExclusionAmt1228
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013345
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1228
IRS990/OtherRevenueTotalAmt013573
IRS990/OtherSalariesAndWagesGrp/TotalAmt01181023
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0113060
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0428090
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020600
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021558
IRS990/PrincipalOfficerNm0JAMES ALLEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1REIMB. OF SHARED EXPENSES FROM RE
IRS990/ProgramServiceRevenueGrp/Desc2STOP-LOSS INSURANCE PROCEEDS
IRS990/ProgramServiceRevenueGrp/Desc3RETIRED MEMBERS' CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017765792
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11272333
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21086520
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3717185
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4303779
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017765792
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11272333
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21086520
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3717185
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4303779
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt022422825
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01392645
IRS990/PYOtherExpensesAmt01505802
IRS990/PYOtherRevenueAmt07323
IRS990/PYProgramServiceRevenueAmt022914532
IRS990/PYRevenuesLessExpensesAmt0-1813485
IRS990/PYSalariesCompEmpBnftPaidAmt02199358
IRS990/PYTotalExpensesAmt026127985
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt024314500
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-529708
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0122086307
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0123653633
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04282588
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011247357
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt044924
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0321290
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0366214
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01501080
IRS990ScheduleD/ExpensesSubtotalAmt025493405
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0228747
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0228747
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01050688
IRS990ScheduleD/OtherExpensesNotIncludedAmt01272333
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt097248
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt094816
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0192064
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01272333
IRS990ScheduleD/RevenueNotReportedAmt01050688
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01501080
IRS990ScheduleD/RevenueSubtotalAmt024963697
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART X: 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 LIMITATIONS EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ALLOCATED SHARED EXPENSES TO RELATED PLANS 1,272,333.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ALLOCATED SHARED EXPENSES TO RELATED PLANS 1,272,333.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0142172
IRS990ScheduleD/TotalExpensesPerForm990Amt026994485
IRS990ScheduleD/TotalRevenuePerForm990Amt026464777
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt026014385
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt025493405
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt595497
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0156516
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1109482
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2132801
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3109482
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4109482
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$124,021,411
Liabilities
$367,778
Net assets
$123,653,633
Revenue
$26,464,777
Expenses
$26,994,485
Net income
-$529,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$148$0.23$148$35.5$39.2$3.71
2023Detailed filing. Detailed filing data is available for this year.$139$0.33$139$32.4$34.3$1.96
2022Detailed filing. Detailed filing data is available for this year.$142$0.29$142$33.9$37.3$3.48
2021Detailed filing. Detailed filing data is available for this year.$157$0.63$157$33.7$33.7$0.04
2020Detailed filing. Detailed filing data is available for this year.$140$0.35$140$33.8$33.7$0.15
2019Detailed filing. Detailed filing data is available for this year.$135$0.33$134$38.4$35.3$3.09
2018Detailed filing. Detailed filing data is available for this year.$135$0.27$135$36.6$33.8$2.80
2017Detailed filing. Detailed filing data is available for this year.$132$0.66$132$30.2$30.5$0.26
2016Detailed filing. Detailed filing data is available for this year.$125$0.64$124$30.1$29.0$1.12
2015Detailed filing. Detailed filing data is available for this year.$128$0.56$128$29.0$25.9$3.11
2014Detailed filing. Detailed filing data is available for this year.$124$0.37$124$26.5$27.0$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$122$0.37$122$26.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$119$0.48$118$25.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$0.84$119$28.7