Civic Intelligence

Administrative District Council 1 Welfare Fund

990 • Fiscal year 2020 • EIN 36-2150067

Jun 01, 2019 to May 31, 2020 • Filed on Mar 06, 2021

Organization ProfileN/A

View Organization Page

660 N Industrial Drive No 100Elmhurst, IL 60126

(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.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

37th percentile

0.4%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$324,542

Higher top officer pay than 82% of similar nonprofits.

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

34th percentile

4.2%

Faster asset growth than 34% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-12%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$140,369,241

Up $5,684,987 (+4.2%) from 2019

Net Assets

Up

$140,014,258

Up $5,655,096 (+4.2%) from 2019

Liabilities

Up

$354,983

Up $29,891 (+9.2%) from 2019

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin37th percentile

Revenue

Down

$33,832,009

Down $4,531,020 (-12%) from 2019

Expenses

Down

$33,684,476

Down $1,591,824 (-4.5%) from 2019

Net Income

Down

$147,533

Down $2,939,196 (-95%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2020

Assets$140,369,241
Liabilities$354,983
Net Assets$140,014,258
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

2020

Revenue$33,832,009
Expenses$33,684,476
Net Income$147,533
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Mar 6, 2021
Return Version
2019v5.2
Gross Receipts
$50,086,958
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$134,359,162$140,014,258▲ $5,655,096
Investments in Publicly Traded Securities$68,617,975$74,799,398▲ $6,181,423
Investments Other Securities$57,578,701$59,428,515▲ $1,849,814
Accounts Receivable$5,624,308$4,912,516▼ $711,792
Cash and Non-Interest-Bearing Accounts$1,696,756$833,752▼ $863,004
Savings and Temporary Cash Investments$1,096,288$322,072▼ $774,216
Land, Buildings, and Equipment, Net$45,979$48,741▲ $2,762
Prepaid Expenses and Deferred Charges$24,247$24,247→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$134,684,254$140,369,241▲ $5,684,987
Liabilities
Accounts Payable and Accrued Expenses$279,085$329,355▲ $50,270
Deferred Revenue$46,007$25,628▼ $20,379
Total Liabilities$325,092$354,983▲ $29,891
Net Assets / Fund Balance
Total Net Assets Fund Balance$134,359,162$140,014,258▲ $5,655,096
Total Liabilities and Net Assets / Fund Balance$134,684,254$140,369,241▲ $5,684,987

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$40,597$328,663$369,260
Other Land Buildings$8,144$175,849$183,993
Other Securities$7,677,825--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas JohnstonField Rep. / TrusteePT$132,859$93,565$226,424
Milan DiklichAdministratorPT$160,498$50,664$211,162
William McintyreField Rep.PT$119,597$85,987$205,584

Board Members and Trustees

NameTitle
Bernie Van EttenTrustee
Dave NaprstekTrustee
Frank DziadusTrustee
James AllenTrustee
James ZuidemaTrustee
Michael LoweryTrustee
Michael PilollaTrustee
Richard Lauber JrTrustee
Ruben CollazoTrustee
Tim RossboroughTrustee
Aaron JanikTrustee - New
Richard Lauber SrTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Bluecross Blueshield Of IlPpo Provider300 EAST RANDOLPH STREET, Chicago, IL 60601-5099$840,188
National Investment ServicesInvestment Manager777 E WISCONSIN AVENUE, Milwaukee, WI 53202$197,384
Segal ConsultingActuarial And ConsultingPO BOX 4092 CHURCH ST STATION, New York, NY 10261-4092$106,133
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,012,272
Investment Income
$3,777,487
Other Revenue
$42,250
Change in Net Assets
$147,533

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,556,459
Revenue Not Reported on Financial Statements
$1,275,550
Revenue Not Reported on Form 990
$5,507,563
Other Revenue Adjustments
$1,023,666
Total Revenue per Audited Statements
$38,064,022
Total Revenue per Form 990
$33,832,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,994,789
Other Expenses$1,179,506
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$30,510,181
Other Salaries and Wages---$941,898
Pension Plan Contributions---$420,216
Other Employee Benefits---$336,961
Fees for Service Investment Mgmnt Fees---$251,884
Office Expenses---$236,222
Current Officers, Directors, Trustees, and Key Employees---$209,319
Information Technology---$148,583
Occupancy---$106,724
Fees for Services Other---$103,029
Fees for Services Legal---$95,840
Fees for Services Accounting---$91,657
Payroll Taxes---$86,395
Insurance---$67,290
Travel---$29,715
Depreciation Depletion---$27,119
Other Expenses---$12,086
Conferences and Meetings---$9,357
Total Functional Expenses$0$0$0$33,684,476

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$33,684,476
Expenses per Audited Statements$32,408,926
Total Expenses per Audited Statements$32,408,926
Expenses Not Reported on Financial Statements$1,275,550
Other Expense Adjustments$1,023,666
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lindsay HalloranCommon Trustees / OfficersOffice LeaseNo$105,974
-Daughter of Trustee James AllenCompensation Earned as an Employee of the Plan.No$34,584
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 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
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., former trustee is the father of richard lauber, jr., trustee.”

Form 990, Part VI, Section B, Line 11B

“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 related entities. The reporting organization is reimbursed by these entities for their allocated portion of his salary, fringe benefits and payroll taxes. The organization's field representatives are shared employees of several related entities. The reporting organization is reimbursed by these entities for their allocated portion of the field representatives salaries, fringe benefits and payroll taxes.”

Filing and Contact Details

Filer

Filer Name
Administrative District Council 1
EIN
36-2150067
Phone
6306178600
Address
660 N INDUSTRIAL DRIVE NO 100, ELMHURST, IL 60126

Signing Officer

Name
James Allen
Title
Trustee
Phone
6306178600
Signed
2021-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Allen
Formed
1950
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
6
Employees
18
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR 700, WESTCHESTER, IL 60154
Preparer
Douglas Schwegman
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan is required to evaluate its tax positions and disclose the amount of a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is 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:

“Allocated shared expenses to related plans 1,023,666.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Allocated shared expenses to related plans 1,023,666.”

Raw XML AppendixShowing 400 of 1,334 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/PersonNm3TIM ROSSBOROUGH
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4110381
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11FIELD REP. / TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt13ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14FIELD REP.
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02056558
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018311507
IRS990/GrossReceiptsAmt050086958
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0148583
IRS990/InsuranceGrp/TotalAmt067290
IRS990/InvestmentIncomeGrp/ExclusionAmt01720929
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01720929
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt057578701
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt059428515
IRS990/InvestmentsPubTradedSecGrp/BOYAmt068617975
IRS990/InvestmentsPubTradedSecGrp/EOYAmt074799398
IRS990/IRPDocumentCnt01445
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0504512
IRS990/LandBldgEquipBasisNetGrp/BOYAmt045979
IRS990/LandBldgEquipBasisNetGrp/EOYAmt048741
IRS990/LandBldgEquipCostOrOtherBssAmt0553253
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016254949
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0134359162
IRS990/NetAssetsOrFundBalancesEOYAmt0140014258
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02056558
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02056558
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05507563
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0106724
IRS990/OfficeExpensesGrp/TotalAmt0236222
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0336961
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/TotalAmt012086
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt042250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt042250
IRS990/OtherRevenueTotalAmt042250
IRS990/OtherSalariesAndWagesGrp/TotalAmt0941898
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt086395
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0420216
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024247
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024247
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/Desc1PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc2REIMB. OF SHARED EXPENSES FROM RE
IRS990/ProgramServiceRevenueGrp/Desc3RETIRED MEMBERS' CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4STOP-LOSS INSURANCE PROCEEDS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026356404
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11287372
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21023666
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3652803
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4236712
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026356404
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11287372
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21023666
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3652803
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4236712
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt032019903
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07576766
IRS990/PYOtherExpensesAmt01175471
IRS990/PYOtherRevenueAmt021953
IRS990/PYProgramServiceRevenueAmt030764310
IRS990/PYRevenuesLessExpensesAmt03086729
IRS990/PYSalariesCompEmpBnftPaidAmt02080926
IRS990/PYTotalExpensesAmt035276300
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt038363029
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0147533
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0134359162
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0140014258
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01096288
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0322072
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt040597
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0328663
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0369260
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01275550
IRS990ScheduleD/ExpensesSubtotalAmt032408926
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0251884
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0251884
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05507563
IRS990ScheduleD/OtherExpensesNotIncludedAmt01023666
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08144
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0175849
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0183993
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01023666
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02835449
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt114532653
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt231037536
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt33345052
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt47677825
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMERICAN CORE REALTY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1NIS CORE FIXED INCOME QP FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2NIS INTERMEDIATE FIXED INCOME QP FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3NIS HIGH YIELD QP FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4NIS TAR QP FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/RevenueNotReportedAmt05507563
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01275550
IRS990ScheduleD/RevenueSubtotalAmt032556459
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ALLOCATED SHARED EXPENSES TO RELATED PLANS 1,023,666.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ALLOCATED SHARED EXPENSES TO RELATED PLANS 1,023,666.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt048741
IRS990ScheduleD/TotalBookValueSecuritiesAmt059428515
IRS990ScheduleD/TotalExpensesPerForm990Amt033684476
IRS990ScheduleD/TotalRevenuePerForm990Amt033832009
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt038064022
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt032408926
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5132859
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt6160498
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt7119597
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,369,241
Liabilities
$354,983
Net assets
$140,014,258
Revenue
$33,832,009
Expenses
$33,684,476
Net income
$147,533
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