Civic Intelligence

Administrative District Council 1 Welfare Fund

990 • Fiscal year 2021 • EIN 36-2150067

Jun 01, 2020 to May 31, 2021 • Filed on Feb 09, 2022

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Net Margin

32nd percentile

0.1%

Higher net margin than 32% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$335,242

Higher top officer pay than 82% of similar nonprofits.

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

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Asset Growth

61st percentile

12%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-0.3%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$157,270,790

Up $16,901,549 (+12%) from 2020

Net Assets

Up

$156,637,648

Up $16,623,390 (+12%) from 2020

Liabilities

Up

$633,142

Up $278,159 (+78%) from 2020

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin32nd percentile

Revenue

Down

$33,743,860

Down $88,149 (-0.3%) from 2020

Expenses

Up

$33,703,652

Up $19,176 (+0.1%) from 2020

Net Income

Down

$40,208

Down $107,325 (-73%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2021

Assets$157,270,790
Liabilities$633,142
Net Assets$156,637,648
Open 2021 Filing

Operations Trend

Revenue Growth30th 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

2021

Revenue$33,743,860
Expenses$33,703,652
Net Income$40,208
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Feb 9, 2022
Return Version
2020v4.2
Gross Receipts
$71,895,816
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$140,014,258$156,637,648▲ $16,623,390
Investments in Publicly Traded Securities$74,799,398$81,474,681▲ $6,675,283
Investments Other Securities$59,428,515$69,582,742▲ $10,154,227
Accounts Receivable$4,912,516$4,803,506▼ $109,010
Savings and Temporary Cash Investments$322,072$965,191▲ $643,119
Cash and Non-Interest-Bearing Accounts$833,752$380,250▼ $453,502
Land, Buildings, and Equipment, Net$48,741$39,190▼ $9,551
Prepaid Expenses and Deferred Charges$24,247$25,230▲ $983
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$140,369,241$157,270,790▲ $16,901,549
Liabilities
Other Liabilities$0$329,500▲ $329,500
Accounts Payable and Accrued Expenses$329,355$285,790▼ $43,565
Deferred Revenue$25,628$17,852▼ $7,776
Total Liabilities$354,983$633,142▲ $278,159
Net Assets / Fund Balance
Total Net Assets Fund Balance$140,014,258$156,637,648▲ $16,623,390
Total Liabilities and Net Assets / Fund Balance$140,369,241$157,270,790▲ $16,901,549

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,897$342,060$378,957
Other Land Buildings$2,293$181,700$183,993
Other Securities$14,798,476--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas JohnstonField Rep. / TrusteePT$134,582$97,223$231,805
Milan DiklichAdministratorPT$166,500$52,701$219,201
Dave NaprstekTrustee - Past--$71,403$71,403

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Bluecross Blueshield Of IlPpo Provider300 EAST RANDOLPH STREET, Chicago, IL 60601-5099$721,024
National Investment ServicesInvestment Manager777 E WISCONSIN AVENUE, Milwaukee, WI 53202$207,217
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,826,028
Investment Income
$6,899,119
Other Revenue
$18,713
Change in Net Assets
$40,208

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,547,164
Revenue Not Reported on Financial Statements
$1,196,696
Revenue Not Reported on Form 990
$16,583,182
Other Revenue Adjustments
$929,000
Total Revenue per Audited Statements
$49,130,346
Total Revenue per Form 990
$33,743,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,830,845
Other Expenses$1,186,441
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$30,686,366
Other Salaries and Wages---$855,370
Pension Plan Contributions---$371,367
Other Employee Benefits---$307,915
Fees for Service Investment Mgmnt Fees---$267,696
Office Expenses---$234,812
Current Officers, Directors, Trustees, and Key Employees---$217,222
Information Technology---$153,231
Fees for Services Legal---$122,889
Occupancy---$106,542
Fees for Services Accounting---$91,778
Fees for Services Other---$87,723
Payroll Taxes---$78,971
Insurance---$71,077
Depreciation Depletion---$19,248
Travel---$18,041
Other Expenses---$13,404
Total Functional Expenses$0$0$0$33,703,652

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$33,703,652
Expenses per Audited Statements$32,506,956
Total Expenses per Audited Statements$32,506,956
Expenses Not Reported on Financial Statements$1,196,696
Other Expense Adjustments$929,000
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
-Common Trustees / OfficersOffice LeaseNo$106,542
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Paycheck Protection Program Loan$329,500
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 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 representative is a shared employee of several related entities. The reporting organization is reimbursed by these entities for his allocated portion of the field representative salary, 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
Michael Volpentesta
Title
Trustee
Phone
6306178600
Signed
2022-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Volpentesta
Formed
1950
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
6
Employees
16
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 929,000.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Allocated shared expenses to related plans 929,000.”

Raw XML AppendixShowing 400 of 1,264 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/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9FIELD REP. / TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt13ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt05185524
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt043337480
IRS990/GrossReceiptsAmt071895816
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0153231
IRS990/InsuranceGrp/TotalAmt071077
IRS990/InvestmentIncomeGrp/ExclusionAmt01713595
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01713595
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt059428515
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt069582742
IRS990/InvestmentsPubTradedSecGrp/BOYAmt074799398
IRS990/InvestmentsPubTradedSecGrp/EOYAmt081474681
IRS990/IRPDocumentCnt01257
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0523760
IRS990/LandBldgEquipBasisNetGrp/BOYAmt048741
IRS990/LandBldgEquipBasisNetGrp/EOYAmt039190
IRS990/LandBldgEquipCostOrOtherBssAmt0562950
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt038151956
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0140014258
IRS990/NetAssetsOrFundBalancesEOYAmt0156637648
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05185524
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05185524
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016583182
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0106542
IRS990/OfficeExpensesGrp/TotalAmt0234812
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0307915
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/TotalAmt013404
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0329500
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt018713
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018713
IRS990/OtherRevenueTotalAmt018713
IRS990/OtherSalariesAndWagesGrp/TotalAmt0855370
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt078971
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0371367
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024247
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025230
IRS990/PrincipalOfficerNm0MICHAEL VOLPENTESTA
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/Desc2STOP-LOSS INSURANCE PROCEEDS
IRS990/ProgramServiceRevenueGrp/Desc3REIMB. OF SHARED EXPENSES FROM RE
IRS990/ProgramServiceRevenueGrp/Desc4RETIRED MEMBERS' CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022322758
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11507635
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2932392
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3929000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4703653
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022322758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11507635
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2932392
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3929000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4703653
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt030510181
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03777487
IRS990/PYOtherExpensesAmt01179506
IRS990/PYOtherRevenueAmt042250
IRS990/PYProgramServiceRevenueAmt030012272
IRS990/PYRevenuesLessExpensesAmt0147533
IRS990/PYSalariesCompEmpBnftPaidAmt01994789
IRS990/PYTotalExpensesAmt033684476
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033832009
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt040208
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0140014258
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0156637648
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0322072
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0965191
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt036897
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0342060
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0378957
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01196696
IRS990ScheduleD/ExpensesSubtotalAmt032506956
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0267696
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0267696
IRS990ScheduleD/NetUnrealizedGainsInvstAmt016583182
IRS990ScheduleD/OtherExpensesNotIncludedAmt0929000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02293
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0181700
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0183993
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0329500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYCHECK PROTECTION PROGRAM LOAN
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0929000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02038623
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt113589666
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt228177563
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt33942451
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt47035963
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt514798476
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/Desc5WASHINGTON CAPITAL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/RevenueNotReportedAmt016583182
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01196696
IRS990ScheduleD/RevenueSubtotalAmt032547164
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 929,000.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ALLOCATED SHARED EXPENSES TO RELATED PLANS 929,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt039190
IRS990ScheduleD/TotalBookValueSecuritiesAmt069582742
IRS990ScheduleD/TotalExpensesPerForm990Amt033703652
IRS990ScheduleD/TotalLiabilityAmt0329500
IRS990ScheduleD/TotalRevenuePerForm990Amt033743860
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt049130346
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt032506956
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2134582
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5166500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,270,790
Liabilities
$633,142
Net assets
$156,637,648
Revenue
$33,743,860
Expenses
$33,703,652
Net income
$40,208
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