Civic Intelligence

Chicago and Vicinity Laborers' District Council Health & Welfare Plan

990 • Fiscal year 2014 • EIN 36-2151212

Jun 01, 2013 to May 31, 2014 • Filed on Apr 11, 2015

Organization ProfileWWW.CHICAGOLABORERSFUNDS.COM

View Organization Page

11465 Cermak Road60154

(708) 562-0200

Siviq Scores

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

Liabilities / Assets

80th percentile

0.33x

Higher debt load relative to assets than 80% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.62x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

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

Top Officer Pay

97th percentile

$493,507

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

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

Asset Growth

91st percentile

21%

Faster asset growth than 91% 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 / Assets80th percentile

Assets

Up

$470,299,176

Up $82,907,128 (+21%) from 2013

Net Assets

Up

$315,574,352

Up $68,428,904 (+28%) from 2013

Liabilities

Up

$154,724,824

Up $14,478,224 (+10%) from 2013

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin77th percentile

Revenue

$251,249,007

No earlier filing loaded for comparison.

Expenses

Up

$203,568,427

Up $13,517,743 (+7.1%) from 2013

Net Income

$47,680,580

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$800M$600M$400M$200M$0Assets 2010: $242,607,122Liabilities 2010: $101,562,094Net Assets 2010: $141,045,0282010Assets 2011: $272,904,803Liabilities 2011: $120,117,811Net Assets 2011: $152,786,9922011Assets 2012: $319,024,912Liabilities 2012: $133,220,986Net Assets 2012: $185,803,9262012Assets 2013: $387,392,048Liabilities 2013: $140,246,600Net Assets 2013: $247,145,4482013Assets 2014: $470,299,176Liabilities 2014: $154,724,824Net Assets 2014: $315,574,3522014Assets 2015: $346,187,589Liabilities 2015: $161,178,659Net Assets 2015: $185,008,9302015Assets 2016: $391,441,368Liabilities 2016: $179,363,411Net Assets 2016: $212,077,9572016Assets 2017: $443,235,255Liabilities 2017: $191,541,370Net Assets 2017: $251,693,8852017Assets 2018: $478,245,119Liabilities 2018: $184,750,497Net Assets 2018: $293,494,6222018Assets 2019: $522,991,842Liabilities 2019: $197,788,170Net Assets 2019: $325,203,6722019Assets 2021: $608,474,210Liabilities 2021: $200,895,527Net Assets 2021: $407,578,6832021Assets 2022: $608,269,724Liabilities 2022: $11,113,091Net Assets 2022: $597,156,6332022Assets 2023: $626,781,989Liabilities 2023: $8,189,411Net Assets 2023: $618,592,5782023Assets 2024: $680,324,904Liabilities 2024: $4,586,297Net Assets 2024: $675,738,6072024

Highlighted filing

2014

Assets$470,299,176
Liabilities$154,724,824
Net Assets$315,574,352
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300M$200M$100M$0Expenses 2010: $179,059,5712010Expenses 2011: $178,785,4752011Expenses 2012: $176,122,9752012Expenses 2013: $190,050,6842013Revenue 2014: $251,249,007Expenses 2014: $203,568,427Net Income 2014: $47,680,5802014Revenue 2015: $234,007,554Expenses 2015: $163,580,628Net Income 2015: $70,426,9262015Revenue 2016: $213,661,118Expenses 2016: $185,630,246Net Income 2016: $28,030,8722016Revenue 2017: $215,864,099Expenses 2017: $196,789,334Net Income 2017: $19,074,7652017Revenue 2018: $221,976,458Expenses 2018: $190,148,976Net Income 2018: $31,827,4822018Revenue 2019: $230,109,007Expenses 2019: $204,144,463Net Income 2019: $25,964,5442019Revenue 2021: $222,045,222Expenses 2021: $205,356,230Net Income 2021: $16,688,9922021Revenue 2022: $245,355,059Expenses 2022: $215,027,065Net Income 2022: $30,327,9942022Revenue 2023: $263,903,387Expenses 2023: $235,909,203Net Income 2023: $27,994,1842023Revenue 2024: $263,902,860Expenses 2024: $248,266,759Net Income 2024: $15,636,1012024

Highlighted filing

2014

Revenue$251,249,007
Expenses$203,568,427
Net Income$47,680,580
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Apr 11, 2015
Return Version
2013v4.0
Gross Receipts
$867,749,370
Mission and Program Overview

Mission

The plan provides health, prescription, dental, vision and loss of time benefits to eligible participants and dependents.

SEE STATEMENT A

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$247,145,448$315,574,352▲ $68,428,904
Investments in Publicly Traded Securities$275,999,916$310,551,399▲ $34,551,483
Savings and Temporary Cash Investments$35,362,537$79,690,373▲ $44,327,836
Investments Other Securities$46,085,250$45,339,804▼ $745,446
Prepaid Expenses and Deferred Charges$184,270$1,119,258▲ $934,988
Land, Buildings, and Equipment, Net$961,711$786,872▼ $174,839
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$387,392,048$470,299,176▲ $82,907,128
Other Assets Total$28,798,364$32,811,470▲ $4,013,106
Liabilities
Other Liabilities$138,684,026$152,966,196▲ $14,282,170
Accounts Payable and Accrued Expenses$1,562,574$1,758,628▲ $196,054
Total Liabilities$140,246,600$154,724,824▲ $14,478,224
Net Assets / Fund Balance
Total Net Assets Fund Balance$247,145,448$315,574,352▲ $68,428,904
Total Liabilities and Net Assets / Fund Balance$387,392,048$470,299,176▲ $82,907,128

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$779,000$4,614,639$5,393,639
Other Land Buildings$7,872$185,463$193,335
Other Assets Org$1,069,798--
Other Securities$25,631,802--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James S JorgensenAdministratorPT$258,311$129,444$387,755
Patrick WallaceIn-house Fund AttorneyPT$131,231$79,448$210,679
Jerrod OlszewskiIn-house Fund AttorneyPT$127,584$78,896$206,480
Lori WilliamsDirector Claim DepartmentFT$125,424$72,890$198,314
Eugenia MashosDirector Field DepartmentPT$119,694$75,265$194,959
Kathy ThompsonDirector of AccountingFT$118,775$70,466$189,241

Board Members and Trustees

NameTitle
Anthony J RiccardiTrustee
Antonio CastroTrustee
Charles GallagherTrustee
Charles Loverde IiiTrustee
Clifton HornTrustee
David LorigTrustee
Dennis MartinTrustee
James ConnollyTrustee
Julie ChamberlinTrustee
Martin FlanaganTrustee
Richard KuczkowskiTrustee
Scott PavlisTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Basys INCComputer Services-$458,965
Ogleetree Deakins Nash Smoak & StewarLegal Services-$348,430
Bansley And Kiener LLPAccounting Services-$321,737
Allison Slutsky & KennedypcLegal Services-$289,120
The Segal CompanyBenefit Consulting And Actuarial Service-$200,850
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$241,164,710
Investment Income
$10,084,297
Other Revenue
$0
Change in Net Assets
$47,680,580

Audited Revenue Reconciliation

Revenue per Audited Statements
$250,608,061
Revenue Not Reported on Financial Statements
$640,946
Revenue Not Reported on Form 990
$20,348,618
Total Revenue per Audited Statements
$270,956,679
Total Revenue per Form 990
$251,249,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,983,709
Other Expenses$4,395,551
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$191,189,167
Other Salaries and Wages---$4,188,829
Pension Plan Contributions---$1,618,480
Other Employee Benefits---$1,615,737
Office Expenses---$785,431
Fees for Service Investment Mgmnt Fees---$640,946
Fees for Services Legal---$548,357
Information Technology---$391,421
Occupancy---$364,876
Payroll Taxes---$359,938
Fees for Services Accounting---$338,744
Depreciation Depletion---$269,492
Fees for Services Other---$225,682
Current Officers, Directors, Trustees, and Key Employees---$200,725
Insurance---$135,156
Travel---$37,829
Other Expenses---$2,401
Total Functional Expenses$0$0$0$203,568,427

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$203,568,427
Expenses per Audited Statements$188,105,797
Total Expenses per Audited Statements$188,105,797
Expenses Not Reported on Financial Statements$15,462,630
Other Expense Adjustments$14,821,684
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Liabilities for Accumulated Eligibility$84,350,000
Estimated Liability for Hra Program Benefits Payable$29,292,065
Estimated Liabilities for Claims Incurred, Not Reported$20,446,900
Non-current Pension Liability$12,757,251
Claims Currently Payable$5,111,700
Bank Overdraft$1,008,280
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no subcommittees with authority to act on behalf of the board of trustees.”

Form 990, Part VI, Section B, Line 11

“The board authorizes the fund administrator, james jorgensen, to review and approve the form 990 prior to the date that filing occurs with the irs.”

Form 990, Part VI, Section B, Line 12

“The fund's legal counsel informs the board of trustees of their fiduciary obligations and what constitutes a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The board of trustees determine and approve the salary for the office employees and the fund administrator, james jorgensen. The fund administrator and certain employees' salaries and benefits are paid by the welfare fund and allocated with and reimbursed by the laborers' pension fund and the laborers' staff pension fund.”

Form 990, Part VI, Section C, Line 19

“Participants of the fund may request governing and other policy documents upon request or they may access certain documents from the fund's website.”

Filing and Contact Details

Filer

EIN
36-2151212
Phone
7085620200

Signing Officer

Name
James S Jorgensen
Title
Administrator
Phone
7085620200
Signed
2015-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James S Jorgensen
Formed
1950
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
0
Employees
439
Volunteers
0

Preparer

Preparer
Paul a Merkel
Phone
3122632700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Pension-related changes other than net periodic cost 399,706.”

Part V, Line 2A

“A total of 439 form w-2s were issued for calendar year 2013. Eighty four (84) form w-2s were issued for employees and three hundred and fifty-five (355) form w-2s were issued for third party sick pay benefits paid to collectively bargained participants of the plan.”

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Increase in benefit obligations”

Raw XML AppendixShowing 400 of 2,265 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/PersonNm1ANTONIO CASTRO
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID LORIG
IRS990/Form990PartVIISectionAGrp/PersonNm3JULIE CHAMBERLIN
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IRS990/Form990PartVIISectionAGrp/PersonNm17LORI WILLIAMS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12271265
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13138005
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14118775
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15126468
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16135165
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17125424
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13IN-HOUSE FUND ATTORNEY
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF ACCOUNTING
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR FIELD DEPARTMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16IN-HOUSE FUND ATTORNEY
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR CLAIM DEPARTMENT
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IRS990/FormationYr01950
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01697051
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0618197414
IRS990/GrossReceiptsAmt0867749370
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt013
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0391421
IRS990/InsuranceGrp/TotalAmt0135156
IRS990/InvestmentIncomeGrp/ExclusionAmt08387246
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08387246
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt046085250
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt045339804
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0275999916
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0310551399
IRS990/IRPDocumentCnt0544
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04800102
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0961711
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0786872
IRS990/LandBldgEquipCostOrOtherBssAmt05586974
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0616500363
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FUND PROVIDES HEALTH, PRESCRIPTION, DENTAL, VISION AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0247145448
IRS990/NetAssetsOrFundBalancesEOYAmt0315574352
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01697051
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01697051
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt020348618
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0364876
IRS990/OfficeExpensesGrp/TotalAmt0785431
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028798364
IRS990/OtherAssetsTotalGrp/EOYAmt032811470
IRS990/OtherChangesInNetAssetsAmt0399706
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01615737
IRS990/OtherExpensesGrp/Desc0OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc1GENERAL EXPENSES
IRS990/OtherExpensesGrp/Desc2INTERNAL LEGAL COLLECTI
IRS990/OtherExpensesGrp/Desc3CONTINUED PROFESSIONAL
IRS990/OtherExpensesGrp/TotalAmt0479642
IRS990/OtherExpensesGrp/TotalAmt196210
IRS990/OtherExpensesGrp/TotalAmt279364
IRS990/OtherExpensesGrp/TotalAmt32401
IRS990/OtherLiabilitiesGrp/BOYAmt0138684026
IRS990/OtherLiabilitiesGrp/EOYAmt0152966196
IRS990/OtherSalariesAndWagesGrp/TotalAmt04188829
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0359938
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt01618480
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0184270
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01119258
IRS990/PrincipalOfficerNm0JAMES S JORGENSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SUPPLEMENTAL EARLY RETIREMENT
IRS990/ProgramServiceRevenueGrp/Desc2COBRA PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc3GOVERNMENT DRUG SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc4LIQUIDATED DAMAGES - DELINQUENT C
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15228760
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21275948
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3840000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4818409
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0232854163
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15228760
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21275948
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3840000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4818409
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt04143129
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0222639188
IRS990/PYRevenuesLessExpensesAmt039276736
IRS990/PYSalariesCompEmpBnftPaidAmt08016774
IRS990/PYTotalExpensesAmt0190050684
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0229327420
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt079690373
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt04614639
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05393639
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt015462630
IRS990ScheduleD/ExpensesSubtotalAmt0188105797
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0640946
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0640946
IRS990ScheduleD/NetUnrealizedGainsInvstAmt020348618
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt026904656
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1781536
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2514770
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt33540710
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt41069798
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0EMPLOYER CONTRIBUTIONS - NET OF ALLOWANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM BROKERS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ACCRUED INTEREST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3MEDICAL CLAIMS REIMBURSEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4DUE FROM OTHER FUNDS
IRS990ScheduleD/OtherExpensesNotIncludedAmt014821684
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07872
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0185463
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0193335
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01008280
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15111700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt220446900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt384350000

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Filings

Displayed year

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

Open filing
Assets
$470,299,176
Liabilities
$154,724,824
Net assets
$315,574,352
Revenue
$251,249,007
Expenses
$203,568,427
Net income
$47,680,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$680$4.59$676$264$248$15.6
2023Detailed filing. Detailed filing data is available for this year.$627$8.19$619$264$236$28.0
2022Detailed filing. Detailed filing data is available for this year.$608$11.1$597$245$215$30.3
2021Detailed filing. Detailed filing data is available for this year.$608$201$408$222$205$16.7
2019Detailed filing. Detailed filing data is available for this year.$523$198$325$230$204$26.0
2018Detailed filing. Detailed filing data is available for this year.$478$185$293$222$190$31.8
2017Detailed filing. Detailed filing data is available for this year.$443$192$252$216$197$19.1
2016Detailed filing. Detailed filing data is available for this year.$391$179$212$214$186$28.0
2015Detailed filing. Detailed filing data is available for this year.$346$161$185$234$164$70.4
2014Detailed filing. Detailed filing data is available for this year.$470$155$316$251$204$47.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$387$140$247$190
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$319$133$186$176
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$273$120$153$179
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$243$102$141$179